Introducing Custom Forms: Forms as unique as your event

Introducing Custom Forms: Forms as unique as your event

Attendees and sponsors are the cornerstones of a successful event, and keeping them satisfied means your ROI will soar. And it's the little things done right that set an excellent event apart from a merely good one. 
 
For example, you can impress your attendees by giving them a personalized experience. Centering the event around activities they enjoy, knowing their food preferences, or even helping them find accommodation — all of this, when combined with all the special things about your event they already love will give them an experience they won't forget anytime soon. With sponsors too, learning about their needs and expectations will go a long way in helping you figure out how to keep the partnership strong. However, getting this sort of information is difficult and time-consuming. 


 
Backstage hopes to make this job a little easier and a lot faster with custom forms. This way, you can add more fields to your default event registration and sponsor proposal forms. This allows you to ask the right questions at the very beginning and get all the information you need in one go. 
 

Design your form just the way you want




Get specific information from your attendees and sponsors by building simple and polished forms. Simply drag and drop one of the form fields from the Quick Fields section into the form and arrange the fields in any order you want. With eight different types of form fields available, you can opt for as much or as little information you want and have your attendees answer in paragraphs, numbers, or even have them choose from pre-set options. We also have a Custom Fields section with some of the more common form fields to help you save even more time.
 

Customize form field properties at will



There are quite a few editing options available to help you craft a form that's just right for your event. Being detailed in your explanation of the field ensures there's no confusion on the other end. Clear field names and instructive descriptions and placeholders will also help get you the exact data you want. Lastly, you can increase the readability of your form by grouping the fields by category and arranging them in single or double columns. 
 

Have easy and long-term access to the data 




All the data collected in the forms will be stored in the Event Console and can be accessed at any time, even after the event is completed. The information regarding your attendees will be available in the Registrations tab of your Event Console, and the sponsor details collected in the form will be available in the Sponsors tab of your Microsite Builder. All of this will be updated automatically when your attendees or sponsors modify it. This way, you can always have the latest information on hand. Also, you can export the attendee list and save it as a spreadsheet so you have a copy in your offline database. 
 
This feature is available for members on the Enterprise and Ultimate plans and those that own the Enterprise or Ultimate add-on.
 
Get started collecting information the most efficient way with custom forms for event registration and sponsor proposals and host your best event yet. Let us know what you think in the comments below. 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

        • Restore lost Invoice!

          Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law. 
        • Zoho Desk Down

          Not loading
        • lookup and integrated forms

          I might be misunderstanding things but I wanted to integrate our zoho crm contacts into creator. I imagined that when I used the integration it would mirror into creator. It did brilliant. BUT We have a ticket form in creator that we want to use a lookup
        • Partially receive PO without partial Bill?

          Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receive
        • 2 users editing the same record - loose changes

          Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,
        • How to get the Dashboard page to be the first page when you open the app

          So when it opens on a tablet or phone it opens on the welcome page, thanks.
        • How I set default email addresses for Sales Orders and Invoices

          I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments
        • Adding hyperlinks in CRM emails time automatically

          It may just be me, but when I am writing an email to a lead, I find inserting a hyperlink very time consuming. Granted, I can use templates but there are a ton of scenarios where I might want to put a link in to an website that wouldnt require me to go though the effort of creating a template.  Ideally, the crm would identify that I that a string of text is a URL and insert the hyperlink automatically, just like microsoft outlook or gmail. Has anyone else had this same experience and found a way
        • Notes Attachments

          Two things it would be nice to have the attachment size the same as the attachments sections and it would be nice to be able to attach links like you can in the attachments section. Thank you
        • Zoho Sheet - Desktop App or Offline

          Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
        • Formula fields not refreshing until page is reloaded

          I need help/advice about the formula fields and how I can refresh the information in real-time. We have two formula fields on our deals page which show calculated prices: One formula is in a subform which calculates the subform total + 1 other field amount
        • How can I setup Zoho MCP with Chat GPT

          I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?
        • Export Invoices to XML file

          Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
        • API ZOHO CRM Picket list with wrong values

          I am using Zoho API v.8. with python to create records in a custom module named "Veranstaltung" in this custom module I've got a picket list called "Email_Template" with 28 Values. I've added 8 new values yesterday, but if I try to use on of those values
        • Group Emails

          I have synced Zoho CRM to Campaigns but there are certain email not synced. showing it is Group Emails, but this email ids belongs to different individuals. please provide a solution as i nedd to sync the same.
        • Enable Password Import option in ulaa browser

          Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. Manually
        • "Is Zoho CRM customer" vs "Is linked with Zoho CRM"

          Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked with
        • Client Script | Update #13 - Introducing ZRC: Simplified HTTP request library

          Hello Developers! Are you tired of juggling different methods to make API calls? Are you confused with multiple syntaxes and version restrictions? Have you ever wished for one simple way to make all API calls in CRM? We heard you :) Here comes ZRC (Zoho
        • Selection Filed for Data Export section

          Hi FSM Team, I hope you are all doing well. I would like to share an idea for future development based on my experience. Currently, in FSM, we can only download up to 5,000 records at a time. If the development team could add a selection option to choose
        • Text wrap column headers in reports?

          Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?
        • What if I dont see contacts on the left side list

          My CRM does not show the contacts tab. In order to create list this is needed and I cant find it.
        • Comments Vs. Replies

          I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!
        • Transitioning to API Credits in Zoho Desk

          At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give
        • Add Custom Reports To Dashboard or Home Tab

          Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
        • Resetting auto-number on new year

          Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!
        • Microsoft Phone Link

          Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?
        • Voip Phone system that integrates with Zoho

          Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho.  I use Vonage and have been with them for quite a few years but their service has really gone down hill and
        • Removing Related Modules Lookup Fields Assignment / Relationship

          Issue: When creating a related list, I accidently selected module itself creating a circle reference. See attached. Situation: I wish to relating a custom module called "Phone Calls" to Leads and Contacts. Outcome: 1) I either want to remove the this
        • [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

          Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are
        • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

          Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
        • Can you prevent closing Ulaa window when the last tab is closed (inadvertently)?

          Most browsers have started to bring this feature in to prevent closing their windows when the last tab is closed (inadvertently). I hope Ulaa should get this in too.
        • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

          In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple
        • can I link a contacts to multiple accounts

          can I link a contacts to multiple accounts
        • Rotate an Image in Workdrive Image Editor

          I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload
        • Free webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit

          Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.
        • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

          so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
        • Open Activities view.

          I really like the new views for the open and closed activities inside the deals. But when you are in the tab view instead of the column view you can only complete and edit the open activity there isn't the 3 dot option to be able to delete the activ
        • Potentially Outdated and Vulnerable Chromium Engine Installed by Ulaa Browser Installer

          I just installed Ulaa Browser a few minutes ago. Whats My Browser page shows I am using an outdated Chromium engine meaning I might be vulnerable for security exploits that might have got fixed in the new version.
        • Potentially hardcoded list of Browsers to import from (after Ulaa Setup)

          I have just installed Ulaa Browser and found that the list of browser to import data is potentially hardcoded ones rather than looking at the system. I do not have FF, IE and Edge is not my default itself. I would appreciated if Ulaa detected my browsers
        • From Layout to Code: Finding Custom Field IDs in Zoho Projects.

          Hello everyone! Ever found yourself wondering how to get the API names and IDs of custom fields in Zoho Projects while working on custom functions? Here’s a simple and effective way to do it! This method makes it super easy to locate the right field details
        • Next Page