Introducing Expo management

Introducing Expo management

Hello everyone,

Associating yourself with brands that align with your event's theme can help you increase your event's influence and make it more tangible. Invite these brands or businesses to be exhibitors at your event and allow them to showcase their products or services. Exhibitors who want to be a part of your event can also approach you before the event. Having exhibitors at your event can be a way to draw in more attendees and engage them during the event.



We're happy to introduce Expo management in Zoho Backstage, with which you can invite or accept requests from exhibitors and display them on your event microsite. This new feature allows you to help exhibitors get integrated with your event and easily interact with attendees.
 

Set up booth categories

With Expo management, you can create booth categories that exhibitors can choose based on their needs from the Exhibitors tab in the Microsite Builder. Each booth category you create can be set up with related benefits, the number of booths under that category, and can be priced or free.



Once you create booths under categories, they are ready to be filled. You can manage this in the All booths tab. The booths that are free will be shown in the Available tab while those that are already booked will be listed in the Filled tab.



If you want to create a booth category that's exclusive for a particular sponsor category, you can do this in the Add booth category panel. Click the Reserve this booth for a sponsor category checkbox and select the sponsor category you want to assign. Sponsors who are in this category will be provided with an option to also promote their brand at your event.

Additionally, you can customize the exhibitor form in the Exhibitor request form tab to gather necessary information from exhibitors. Exhibitors who want to send in a request to you will be asked to fill out this form before submitting their application.

Manage exhibitors

Once you've set up all your booth categories, you can turn on the option to receive requests for exhibition from the Exhibitor settings tab in the Exhibitors tab. Next, publish your event microsite to make exhibitor information available for microsite visitors. Anyone who is interested can apply to be an exhibitor. These requests will be displayed in the Exhibitor requests tab under the Exhibitors tab in the Microsite Builder. In this tab, you can manage requests by approving or denying them.



Alternatively, to invite someone to exhibit at your event, you can click the Add exhibitor to booth button in the All Booths tab. Once a booth is approved for them, the primary exhibitor that is added to the booth first will be able to manage their booth by signing in to the event microsite with the email address provided in Backstage.

All communication to the exhibitors will be sent through email. You can handle emails that are sent to exhibitors under the Emails tab in the Manage Console. In the Emails tab, click Automated Emails and then click Exhibitors.
 

Engage event participants during the event

Exhibitors can access their booth from the event microsite. After signing in to the microsite, click the Manage booth option under the user avatar. The Overview tab will show a summary of your booth and meetings and leads. Access the Booth information tab to control how the booth page is shown on the microsite and update related details.

In the Booth materials tab, you can add related files such as brochures or videos, which can be shown to visitors who come to the booth to attend meetings and also when they're in the waiting room.



Primary exhibitors can add more booth members to exhibit along with them on the event day. This is based on the number of exhibitor passes you have for your booth category. Microsite visitors can share their contact information with exhibitors who are listed on the event microsite.



Exhibitors can then start a meeting to pitch their product or trade to those that drop into the booth during the course of the event. Once a meeting is complete, you can find a record of it in the Meeting history tab. From the meetings that were conducted, a list of leads is obtained and displayed in the Leads tab. This list includes people who approached exhibitors by sharing their contact details, as well as those who attended meetings. Exhibitors can then connect with them later.

Monitor exhibitor requests and revenue generated 

Revenue generated through booths will be displayed on the Manage dashboard in the Overview tab. Click the Manage deals link in the Exhibitor module card.


 
Here you can see a summary of the status of all the booths, monitor exhibitor deals, and see an overview of the revenue generated by booths. You can also see the list of booth requests made and which member of the event team approved them. Deals made and revenue generated can also be viewed by day or for the entire period.

This feature is currently in the early access phase, so if you would like us to activate it for you, please get in touch with us by signing up here.
 
Create a space for exhibitors at your next event and let us know how it worked out for you by commenting 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

        • Set Warehouse based on Vendor

          Greetings. I would like to set automaticaly the Warehouse based on the Vendor. Context: I am working on an adaptation of a Purchase Order to be used as a Quotation. I have defined that when a user has to raise a quote the Vendor will be "PROCUREMENT" I would like to set the Warehouse to a predefined value when "PROCUREMENT" is set as Vendor. I have tried to do with the Automation feature using the Field Update option, but Warehouse does not is listed as a field. Can you help? Thanks in advance.
        • How do I save audio files to my PC that I record into Zoho Notebook from my phone?

          I was thinking of using Zoho Notebook as a way to store composition ideas, as well as for other things if it can handle this. For this to be useful for me though, I need to be able to have an easy way to download those audio files to my PC, either individually
        • Search mails in shared mailbox

          Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal
        • Zoho Landing Page "Something went wrong" Error

          Hello, Every time I try to create a new landing page, I receive a "Something went wrong" error with no explanation. I cannot create any new pages, which means we cannot use this application. I did create one landing page successfully over a month ago,
        • Sync your Products Module for better context.

          In customer support, context is everything. The integration between Zoho Desk and Zoho CRM helps your sales and support teams function as one, delivering better customer experiences. With the latest update to this integration, you can now sync the Product module in your Zoho CRM with your Zoho Desk portal. This feature enables products from Zoho CRM to reflect in the "product" field in Zoho Desk. This can save your support team valuable time and effort.    Some things to note when syncing the two:
        • Where is the desktop app for Zoho Projects???

          As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where
        • CRM verify details pop-up

          Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it
        • openUrl in blueprints

          My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically
        • Dropshipping Address - Does Not Show on Invoice Correctly

          When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
        • Prepayment of a sales order

          How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, which
        • Access to Specific Zoho Desk layout for external parties

          Hi, We have a partner who handles for us sales requests from specific markets. He is not a Zoho Desk user. But we want him to b part of a specific Zoho Desk layout to handle inquiries.  How to achieve it in the easiest way possible?
        • Deposit on a Sales Order

          Good day, 100% of my business is preorders, no inventory. I am trying to run away from QB for one of my businesses, but I require two options that I don't seem to find with Zoho Books. 1 - If there is a way to apply a deposit on a sales order, as with
        • Bulk Delete Attachments

          Is there a way to bulk delete attachments on the form entries? our storage is full and deleting files one by one is pain taking process.
        • Ability to Disable System Banner Messages in Chat Flow Control

          Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement related to the system banner messages in Zoho SalesIQ chat flow control. Current Behavior: SalesIQ allows configuring various automatic banner/system messages such as: Waiting
        • Idle Chat Reminders for Agent-Handled Conversations

          Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement to the Idle Chat Handling functionality in Zoho SalesIQ—specifically for chats that are handled by human agents after a bot-to-agent transfer. Current Behavior: In Zobot settings,
        • Snapchat

          Are there any plans to add Snapchat to Zoho Social or is there any API that we can use to integrate into Zoho.
        • Zoho Sign "An unexpected error occured" when clients trying to sign documents

          We are unable to have clients sign our documents. When attempting to complete the process an error appears saying "an unexpected error occured" and in the document history just shows "signing failure." We are at a complete standstill with no response
        • ¡Vuelven los Workshops Certificados de Zoho a España!

          ¡Hola usuarios de Español Zoho Community! Hace ya unos días que hemos dado la bienvenida al 2026, y promete ser un año de lo más emocionante. Y es que nos gustaría haceros nuestro particular regalo de Reyes, aunque lleguemos un poco tarde. 🎁 ¡Nos gustaría
        • How to list services on quote instead of products

          I need to create a customer facing estimate that displays our services. The default quote layout only allows products to be listed. Is there a way to correct this?
        • Invoice status on write-off is "Paid" - how do I change this to "Written off"

          HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way
        • Please, make writer into a content creation tool

          I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than
        • ZohoSalesIQ.Chat cannot send messages

          Chat cannot send messages. Our app implements the customer service chat window functionality by integrating the Mobilisten SDK. Recently, we encountered an issue: after successful SDK initialization and visitor registration, when the `startWithQuestion`
        • Missed chats on WhatsApp closing after one minute

          Hi, we have added WhatsApp as a channel. However, if a chat is not picked up within 2mins, the chat is marked as missed and is closed within a minute. Why are they not staying in our "missed" queue for 24 hours as per our WhatsApp preference settings?
        • Feature Request: Add Tax ID Display on Event Tickets

          Hello Backstage Team, I’ve had several clients bring up an issue regarding tax compliance when creating events. For tax purposes, they are required to show their Tax ID on the event tickets. Currently, this isn’t an option, so they have to manually generate
        • Email Alias: To keep emails flowing without disruption

          Email Alias acts like a nickname for a user’s primary email address, allowing multiple email addresses to deliver messages into the same mailbox. Consider the scenario where an employee manages multiple responsibilities, such as responding to sales inquiries,
        • Inventory "Bulk Actions" button - add more fields to "Bulk Update > Select a field"

          Can we not get a lot more actions that are commonly used by customers into the "More Actions" button on the Inventory list? More fields listed in the Bulk Update > Select A Field? Possible Bulk update Fields Preferred Supplier ( to quickly move items
        • Function #11: Apply unused credits automatically to invoices

          Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
        • Tip #60- Exploring Technician Console: Screen Resolution- 'Insider Insights'

          Hello Zoho Assist Community! Have you ever started a remote session and felt the screen quality wasn’t sharp enough for detailed work? A new user recently explored Zoho Assist after installing the trial version and running a few initial tests. While the
        • Right Moment, Right Message, Right Operator: Never Miss a High-Intent Lead

          Ever been on a website or app, thinking “Should I buy this or not?” and suddenly a friendly message “Hi! How can I help you?” pops up at the perfect moment? That’s not luck. That’s timing done right. Engaging right visitors at the right moment, with the
        • Zoho CRM Workflow Automation: Activate & Deactivate Workflows Using API

          Zoho has now enabled: ✅ Activate / Deactivate workflows using API ✅ Schedule workflow activation & deactivation This is extremely useful for real-world automation use cases 💡 🧩 My Use Case I created a scheduled automation that: ☀️ Activates workflows
        • Function #53: Transaction Level Profitability for Invoices

          Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.
        • [Free Webinar] Zoho RPA - OCR, PDF Automation, & More

          Hello Everyone! Greetings from the Zoho RPA Training Team! We’re excited to invite you to our upcoming webinar on the latest release updates for Zoho RPA, where we’ll unveil powerful new capabilities designed to make your automation journey smarter, faster,
        • Zobot Execution Logs & Run History (Similar to Zoho Flow)

          Dear Zoho SalesIQ Team, We would like to request an enhancement for Zoho SalesIQ Zobot: adding an execution log / run history, similar to what already exists in Zoho Flow. Reference: Zoho Flow In Zoho Flow, every execution is recorded in the History tab,
        • Global Search Settings

          I'd love a way to remove some modules from being included in the global search. This would allow use to provide a better user experience, limiting the global search to only those modules that are regularly used removing any models used for background
        • Card Location in Zobot

          Hello, when using the “Location” card in a codeless builder Zobot, the behavior in WhatsApp is inconsistent. When asking the user to share their location, they can type a message, which will return the message “Sorry, the entered location is invalid.
        • Automation Series: Auto-create Dependent Task on Status Change

          In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup using
        • Languages in Zobot

          Hello, I have found a list of supported languages for the Zobot. The information specifies the languages are supported in the following 3 features: SalesIQ supports 34 different languages in the following features. Resources (Articles, FAQs, Small Talks)
        • Function #6: Calculate Commissions for paid invoices

          Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates an
        • Action required: Reauthorizing your Google account in Zoho Sign for automatic cloud backup to Google Drive

          This is applicable to users who have already configured automatic cloud backup to Google Drive. Hi there! Google has mandated reauthorization of all preconfigured third-party integrations to ensure only the necessary scopes are shared as an improved security
        • Zoho CRM Layouts

          I have customised all our modules, Leads, Contacts and deals, and within them, I have created lots of different layouts depending on the type of Lead or contact, for example. Since the new Zoho UI came out, they have all disappeared. I have gone into
        • Next Page