Introducing: Zoho Backstage's revamped email designer

Introducing: Zoho Backstage's revamped email designer

Hello everyone!

We've made some major updates to the emails feature in Backstage as we know how important it is for you to keep communication lines open with attendees, send out important details about your event, and run promotions, all while staying consistent with your event's brand.



Introducing our revamped email designer to help you create emails quicker than ever. Now you can create a master template for your events and insert blocks of content or other elements to create specific emails in a matter of minutes. We've also added a new email type called Reminders, which you can use to send timely prompts to event participants or prospects.

Unify your emails with a master template

Start by setting up your master template. This is the basic layout that all your emails will follow. Setting this up will help bring about more consistency across all event emails. Add elements that pertain to your brand and ensure that each email sticks to any established email writing standards you have for your event.



You can also add a header and a footer, set an outer theme, or add a top bar, which can include your logo. Next, you can quickly add other content blocks to your master template from the drag-and-drop editor on the left. All the elements and text you add to your master template will be displayed in all your emails.

Build each email with the drag-and-drop editor

After your master template is set up, you edit individual emails to modify the content, structure, and more. The drag-and-drop editor, which is available when editing your master template, will also be displayed for each email. Use this to add content blocks relating to what you want to say in your email to instantly generate information.



You can also choose to add images, buttons, and other widgets wherever necessary to enhance your email and make it visually appealing. The design and information in the top bar, outer theme, header, and footer elements set in the master template will be reflected for each email. You can either follow this or have the flexibility to override what you've set in the master template and customize it separately for every email.

Prompt action with reminder emails

Nudge your audience about upcoming ticket sales or deadlines, benefits and packages, special instructions, or event activities. Create and save these reminders for attendees, speakers, sponsors, exhibitors, and prospects.

When including recipients for these reminder emails, the Advanced filter option lets you choose from suggested groups of people as listed above. However, you can further refine a particular group and send out emails to a smaller set of people you select instead of everyone in that group.



Reminder emails can be scheduled to be sent a few minutes or even a couple of hours before the event.

Other updates

  • The Advanced filter option is also available for general scheduled emails.
  • Partially-created emails will be saved in the Draft folder available for reminder and general scheduled emails.
  • Merge tags, which act as a placeholders to display information dynamically and can be used in all emails. For instance, adding the {{attendeeName}} merge tag in an email template that goes to all attendees will display the actual name of the attendee when they receive your email.

Please note that when you move to the new email designer, all customizations in your current emails in that specific event will not be preserved. Any emails that you've scheduled will also be deleted. Also, you won't be able to revert to the old version for that event once you've switched.

Send out consistently-designed and on-brand emails using our new email designer. Let us know what you think in the comments below. We're always looking for feedback on how we can improve our product to serve your needs better. You can also start a discussion about this in our community or write to us at support@zohobackstage.com for any product-related questions.

Happy organizing!

    • Sticky Posts

    • Important notice: Changes in sender domains

      Hello Backstage users, This is a heads-up about a major change with sender domains in Zoho Backstage. In response to Google's new guidelines for email senders, Backstage won't be able to send emails with the sender domain "gmail.com" or "googlemail.com".
    • Announcing Backstage OnAir, our in-house virtual events solution

      These past months have seen a huge rise in the number of virtual events with some of the biggest events of the year going online. Though there's little possibility for virtual events to completely replace in-person ones, COVID-19 has shown how flexible
    • Introducing the mobile app for event organizers

      It doesn't matter if you're planning your first trade show or an annual executive retreat—organizing an event requires your undivided attention. This is especially true on event day, when things can quickly get out of hand. So how can you stay on top of everything happening at your event? Introducing the Zoho Backstage for Event Organizers mobile app, for Android and iOS—designed to improve and simplify your event management. Getting things started on time, checking in attendees on event day, following
    • Announcing Zoho Backstage: Your complete event management software

      With just a few months till the event, you're still racking your brain. Did you advertise to the right audience? Is your event website design appealing? How will you keep attendees engaged and interested during sessions? It doesn't matter if you're organizing
      • Recent Topics

      • COQL API in JS Widget only pulling 200 records

        Hello! We've been building a custom homepage widget using the Zoho JS SDK, and it seems that this https://help.zwidgets.com/help/latest/ZOHO.CRM.API.html#.coql only allows 200 records. I thought the limit was 2000 for COQL queries, but am I mistaken?
      • Passing the CRM

        Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
      • Paid Support Plans with Automated Billing

        We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The
      • Different form submission results for submitter and internal users

        I'm looking for suggestions on how to show an external submitter a few results while sending internal users all the results from the answers provided by the external user. The final page of our form has a section with detailed results and a section with
      • Help Desk Services Solution

        I am here looking for Help Desk services solution for organization. I also searched this on many different website and found many solutions. We are bit confused to which one to choose. One of my friend suggest me this platform, and i am hoping i will
      • Facing Issues with Sites Mobile font sizes

        my page renediaz.com is facing issues mobile view, when i try to lower font sizes in home page, instead of changing the size, it changes the line space
      • Remove 'This is an automated mail from Zoho Sign' in footer

        Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, Tristan
      • Formatting and slow

        Creating campaigns are difficult.  I'm fairly computer literate but some of the way Zoho Campaigns formatting works is painful.  Images fail to upload or are very slow. To top it off, syncing the contacts is a pain as well as temperamental links to create Segments. At this rate I'm afraid we might need to migrate back to Mailchimp.
      • Default Ticket View - Table?

        Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JV
      • Boost your Zoho Desk's performance by archiving tickets!

        The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually lead
      • Paste emails to create segment

        We are moving over from Mailchimp to ZOHO. However Mailchimp allows me to create a segment by pasting in emails from excel (or importing a .csv) can I do the same in Mailchimp?
      • Getting the Record ID of a form once it is submitted - so that form can be edited later

        In Zoho Forms, where can I access the record ID of a form once the form is submitted? - Record ID is not available in webhook payloads - It is not available to form fields, including in formulas - It is not available as a parameter in a thankyou page
      • Auto-Generate Line Numbers in Item Table Using HTML & CSS Counters (Zoho Books & Zoho Inventory Custom Templates)

        <div> <style> /* Start counter from 0 inside tbody */ tbody#lineitem { counter-reset: rowNumber; } /* Increment counter for each row */ tbody#lineitem tr { counter-increment: rowNumber; } /* Show counter value in first column */ tbody#lineitem tr td:first-child::before
      • Possible to define default font and size in Zoho Campaigns?

        Is it possible to define a default font (font, size and colour) for the text, H1 and H2 in Zoho Campaigns? For example: In a campaign, I add a text block, and the text is automatically century gothic, size 11, grey (6f6f6e) by default? Thank you!
      • Zoho Sites - General Feedback

        Hi Everyone-- Quick question for discussion: is it me or is working with Zoho Sites like entering the Twilight Zone? I've built many sites over the years, but this platform seems impossible. I've spent an entire day and a half trying to get a simple one-color
      • File Upload field not showing in workflow

        Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?
      • You cannot send this email campaign as it doesn't have any eligible contacts in the selected mailing list. You can try adding contacts or choose other mailing lists.

        please help
      • Strengthening the capabilities of CommandCenter in Zoho CRM Plus

        When you look at the prospect-to-customer journey in most businesses 10 to 15 years ago, it was relatively straightforward. Many of us remember walking into a store, sharing our requirements with a sales associate, reviewing a few options, and making
      • World date & time format

        Hello, Is there a timeline to get the worldwide used date and time format ? I mean not the american one... I mean day month year, and 24 hours clock. Regards
      • How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?

        Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems like
      • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

        Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,
      • Any recommendations for Australian Telephony Integration providers?

        HI,  I am looking for some advice on phone providers as we are looking to upgrade our phone system, does anybody have experience with any of the Australian providers that integrate with CRM Telephony? So far we are looking at RingCentral and Amazon Connect, and would love to hear feedback on any of the other providers you might have tried.  Thank you
      • CRM Cadences recognise auto-responses

        I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponse
      • Zoho Campaigns Workspaces

        Hi, I’m currently working on a Zoho CRM + Zoho Campaigns setup for a franchisee-based organization, where each franchise must only see and use its own contacts. At the moment, franchisees cannot properly access their contact lists in Zoho Campaigns unless
      • Limited System because of Limited Number of Fields for Car Dealership

        Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical data
      • Automatically Update Form Attachment Service with Newly added Fields

        Hi, When I have a Form Setup and connected to a 3rd Party Service such as OneDrive for Form Attachments, when I later add a new Upload Field I have to remove and redo the entire 3rd Party Setup from scratch. This needs to be improved, such as when new
      • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

        Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
      • Newsletter in multiple languages

        Hi We are planning on starting to use Zoho Campaigns for our newsletters. Since we send our newsletters in three languages, I would need the "unsubscribe page" and other pages related to the NL (Thank you page and so on) to be available in different languages
      • Fixed assets in Zoho One?

        Hi, We use Zoho Books and have the fixed asset option in it. I started a trial for Zoho One and I do not see that as an option. Is the books that is part of zoho one equivalent to Zoho Books Elite subscription or is it a lesser version? Thanks, Matt
      • Set Default Status of Assembly to "Assembled" When Entered in UI

        I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some
      • I need to Record Vatable amount and non vatable amount separately in zoho books in a single line

        I need to Record Vatable amount and non vatable amount separately in zoho books in a single line give me the customisation option and in invoice copy to customer the total amount should be inclusive 5%vat and no need to show the vatable and non vatable
      • Sort Legend & stacked bar chart by value

        I'd love to see an option added to sort the legend of graphs by the value that is being represented. This way the items with the largest value in the graph are displayed top down in the legend. For example, let's say I have a large sales team and I create
      • Scanned Doc - selecting Item overwrites Rate

        I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and it
      • Timesheet invalid data error

        Getting the "Invalid Date" error when trying to add a time sheet to an appointment in a work order. I initially though the work order was corrupt or something so I deleted the work order and recreated it. I added the first time sheet to the AP and saved
      • Convert invoice from zoho to xml with all details

        How to convert an Invoice to XML format with all details
      • Any update on adding New Customer Payment Providers who support in store terminal devices?

        Currently there is only one Customer payment provider listed for terminal devices in USA- Everyware. They charge a monthly fee of almost $149 minimum. Will you add other providers - like Zoho Payments or Stripe or Worldpay that would allow integrated
      • Dealing With One-Time Customers on Zoho Books

        Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but I
      • Customizing Helpcenter texts

        I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t found
      • Passing the image/file uploaded in form to openai api

        I'm trying to use the OpenAI's new vision feature where we can send image through Api. What I want is the user to upload an image in the form and send this image to OpenAI. But I can't access this image properly in deluge script. There are also some constraints
      • "Temporary" Field Value?

        I have a custom action in Form A report Detail View that passes the Rec ID and updates a Temp Record ID lookup field in the Form B record via openURL (and opens the Form B report in popup) . The updated Temp Record ID field value in Form B is then used
      • Next Page