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

        • Automatic Matching from Bank Statements / Feeds

          Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
        • Zoho Payroll's USA and KSA editions are available in Zoho One!

          Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in Zoho
        • Tip #63- Exploring Technician Console: Elevate to Admin Mode (Windows & Mac)- 'Insider Insights'

          Hello Zoho Assist Community! Ever been in a remote support session where you couldn’t complete a task because you didn’t have admin privileges? Maybe installing software, accessing secure system areas, or rebooting into Safe Mode just didn’t work because
        • Prevent accidental duplicate entry of Customer Ordersome

          Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms
        • Permissões granulares por usuário além do modelo baseado exclusivamente em perfis

          Atualmente, o modelo de segurança do Zoho CRM é fortemente baseado em perfis. Embora funcional, esse modelo apresenta limitações quando equipes possuem variações individuais de acesso dentro do mesmo grupo operacional. Em cenários reais, é comum que usuários
        • Evolução do modelo de ambientes: Dev, Homologação e Produção com pacotes versionados

          Hoje o Zoho CRM já oferece Sandbox, o que é um avanço importante para organizações que trabalham com customizações mais complexas. No entanto, na prática, o modelo atual ainda apresenta limitações significativas quando múltiplas equipes ou consultorias
        • Zoho Mail - Email Reminder template (default)

          Zoho Mail Users, Does anybody here use the email reminder template? I'm asking Zoho to allow and add us to select which one of our many templates will be our default. It allows us to operate more efficiently. It's a Checkbox. If you feel this can benefit
        • Windows Desktop App - request to add minimization/startup options

          Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
        • Canva Integration

          Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
        • Announcement integration between Zoho People and Zoho Connect

          As we're using these 2 products, there're areas of overlapping especially in the Announcement. When there's a new announcement in Zoho People, can it push to the company wall in Zoho Connect?
        • Does Zoho Mail Have Popout windows?

          I recently switched my work email over to Zoho and everything I read said that you can popout the draft email as you're writing, however, all the pictures or info I've seen show the typical popout arrow in the top right, which I can not for the life of
        • Can I reorder how the staff are displayed on the booking page?

          As the title suggests, can I change this? Either reorder manually reoreded to my preference, or automatically (a-z, z-a etc.)
        • Bulk upload image option in Zoho Commerce

          I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter
        • Enhancement to ICR’s field prompting: Preferred data extraction using advanced field prompting

          Dear Customers, We hope you’re well A quick background Intelligent Character Recognition (ICR) comes as part of Zia’s optical recognition capability called Zia Vision. When we introduced it last April, the data extraction was training-based and was applicable
        • Subheaders for Sections in forms

          Currently, every form section has a field name, which one can choose to show/hide to the end user. It would be great if there was an option to show a SUB-HEADER in addition to a header. It would be useful for explaining to the end user what the section
        • Custom view inconsistencies

          Why is "is not" missing from criteria, along with other comparison operators ??? It makes it almost impossible to build required custom views, I don't want "void" invoices listed & why on earth would "Void" invoices be showing when the criteria includes
        • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

          Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
        • Promote a layout to standard so I can delete one layout

          Similar to this and many other topics: https://help.zoho.com/portal/en/community/topic/set-layout-as-standard The problem, every model has a standard layout, which is what we use most of the time... But as the business grows and evolves we may have to
        • Adding VENDOR SKU to PURCHASE ORDERS

          how can we add the Vendor SKU when issuing a Purchase Order , so the PO shows the Supplier SKU and our own Internal SKU , which is what we want to receive into the system .
        • Can Zia summarize fields?

          A great use case of AI for me would be summarizing company descriptions. We often get long winded descriptions from databases or scraping websites, then reduce them to a couple of sentences stating what a company actually does. Is there any way within
        • Zoho Recruit Community Meet-up - India (Venues Finalised)

          Zoho Recruit Community Meet-up - India (Venues Finalised) Namaste, India. 🙏🏼 The Zoho Recruit team is hitting the road—and we're absolutely excited behind the scenes. Join us for the Zoho Recruit India Meet-up 2026, a morning designed to make your recruiting
        • [Webinar] Solving business challenges: Secure, real-time, and external collaboration

          Hi Zoho Writer users, We are excited to announce Zoho Writer's webinar for March 2026: Solving business challenges: Secure, real-time, and external collaboration. Zoho Writer supports real-time collaboration by allowing teams to work together in documents.
        • Table dimensions

          I try changing the dimensions of the table on my computer but it doesn't change. Do I have to be a premium member or does it only work on the app?
        • Zoho CRM Community Digest - January 2026 | Part 2

          Hello Everyone! Here’s the second part of January’s Zoho CRM Community Digest, rounding up the remaining highlights from the month. From newly rolled out updates to thoughtful implementation questions and practical solutions, the community once again
        • Find and Merge Duplicates to trigger webhook

          My sales team uses the Find and Merge Duplicates feature often to cleanup records in the CRM. We use webhooks to signal to our internal tools database when new Contacts are created, updated, or deleted, in order to keep our DB in sync with Zoho CRM. However,
        • Introducing WhatsApp integration and quick editing capabilities in Zoho Sign

          Hi there, Zoho Sign already helps users collect signatures via email and SMS, and we're happy to announce that you can now send documents and authenticate recipients right through WhatsApp. Some of the key benefits include: Communication with recipients
        • Dynamic Field Folders in OneDrive

          Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the same
        • Logging Out of FSM

          I have tried to log out of FSM app of the last person and it will not let me do so. I need to log in to my account.
        • Enhancement in Zoho CRM: Control who gets to participate in a forecast by customizing the user hierarchy

          Include only users from the sales function; exclude the rest Dear Customers, We hope you're well! We started this year with a series of exciting enhancements to Zoho CRM and to this list, we are thrilled to add an enhancement to forecasting. Let's talk
        • Multiple Zoho One accounts

          Hello. I'm searching for a solution to run multiple organizations under 1 Zoho One account or have a different Zoho One account for each organization and still be able to easily login to each. Currently Zoho One doesn't allow the same email address to
        • Tips and tricks #63: Hold and Drag to select elements in the Show app for iOS

          Hello everyone! Welcome to another tips and tricks article. In today's article, we will learn about the Hold and Drag function in the Show app for iOS. The Hold and Drag option lets you select multiple elements on a slide quickly. Once they are selected,
        • Organize and manage PDFs with Zoho PDF Editor's dashboard

          Hello users, Zoho PDF Editor's dashboard is a one-stop place to upload, sort, share PDF files, and more. This article will explore the various capabilities that Zoho PDF Editor's dashboard offers. A few highlights of Zoho PDF Editor's dashboard: Upload
        • Possible to generate/download Quote PDF using REST API?

          See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?
        • Free Webinar - AI for email: Helpful or Hype?

          Hello, Zoho Mail community! 👋 We're kicking things off with a webinar you won't want to miss—and yes, we're going there: Is AI in email actually useful, or is it all hype? In this session, two of our experts will have an open, no-fluff conversation about
        • Balancing access, security, and productivity with Email Policy

          An organization typically includes multiple user groups, such as leadership, sales, and support, each with different email usage patterns and security needs. Administrators must balance flexibility and control, thereby ensuring email usage aligns with
        • Is it possible to update multiple work items at once?

          Hi, Is it possible to update the statuses/release tags of multiple work items at once? I came across this thread that says it's not possible at the moment, but it was related to the Sprints mobile app. Does this feature not exist in the website as well?
        • See Every IM Conversation as It Happens

          Instant messaging moves fast. Customers expect quick replies and smooth conversations across WhatsApp, Instagram, Facebook, and live chat. But without real-time visibility, small issues become big problems. A session stays open longer than expected. A
        • Release Notes | January 2026

          We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability
        • Product Request: Send email to Secondary email

          Guys, we should be able to send the campaign to the secondary email too.  Is this on the plans for Zoho Campaign? It looks like I can map the secondary email from the CRM to the Campaigs, but can not send the message.  
        • Franchise

          Is there a solution of how to organize global franchise organisations?
        • Next Page