Introducing: Page-level permissions for your event microsite

Introducing: Page-level permissions for your event microsite



Your event microsite is the digital one-stop-shop for anyone interested in your event. However, it's not necessary for everyone to have access to all microsite content. As event planners know, exclusivity can be a big incentive, and restricting access to content can make it all the more enticing. Another reason not to allow everyone access is security. With the increase in virtual events—especially free ones—it's easier than ever for trolls to access your event, so having some form of gatekeeping is safer all around.
 
Keeping in mind these reasons and others—including flexibility of use and privacy—we give you our latest feature: page visibility options for the event microsite. You can now control who accesses what pages, allowing only specific members to view certain content and participate in activities like posting photos in the event gallery or networking in discussion channels. One other benefit here is that you can include these options as perks for higher (or paid) ticket classes when using tiered ticketing for your event.
 
To modify a page's visibility settings, go to the Design tab in an event's Microsite Builder. You can access all the microsite pages from the Pages option in the left pane. Click the Menu icon to the right of a page and select Edit. You can now set a visibility option for that page.
 

The visibility levels available in Backstage




At the first step, you can provide three levels of access for a particular microsite page. These are:

  • Public: Anyone on the internet can view the page.
  • Logged-in visitors: Anyone who has logged into the event microsite can view the page. This means any prospect or interested visitor who's willing to give you their email address can view the content.
  • Ticket-holders: This visibility level allows access only to people who have registered for your event. Nobody else can access this page or its contents.

But this third option—ticket-holders only—comes with a further subset of permission levels. You can restrict access to just attendees with tickets from a particular ticket class. If you'd like speakers, sponsors, and other stakeholders to be privy to this content, you can give them free tickets of varying benefits via access codes and enable those ticket classes when deciding the page's access level. This is to give you complete privacy and control over every aspect of the event microsite.
 

And one more thing...


Your event microsite is not always silos of separate pages. They're all interlinked—usually through buttons—creating an intricate web of actions to nudge visitors from one part of the microsite to another. In Backstage, when you hide a page, all buttons leading to that page will also be hidden from a visitor.

For example, let's say you've hidden the Agenda page or the Tickets page from all non-logged-in users. These visitors will not be able to see the Register button or the View Agenda button in the Home page. We've made the buttons smart so you don't have to do any extra work. We assure you there'll be no loopholes for access to a hidden page.

Assign visibility levels for pages and privatize microsite content! Let us know what you think in the comments below. For product-related questions or suggestions, write to us at support@zohobackstage.com.

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

        • Replies sometimes creating separate ticket

          Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding

        • Ticket Approvals - External Users

          The ticket approval option - we need to be able to select external users (Contacts) for approvals. Sometimes we are working with an end user and their boss needs to approve a purchase. For example, working with a cashier on a broken cash register and

        • Force Users to Ask Answer Bot a question... First

          End users will always skip talking to a bot. It would be nice if Zoho adopted the standard and forced users to first ask a question to answer bot (or zia in some fashion) and then pass to the agent if it wasn't answered. Options to force the user to speak

        • View Answer Bot conversations?

          We are trialing Zia and are experimenting with Answer Bot on our knowledge base. So far so good! Management asks me if it is possible to view Answer Bot conversations, the purpose being to look over its shoulder and confirm that it is working as des

        • Mass Email an Account

          It would be nice to mass email an account stating there is an outage at their business or something specific to an account is needed to be mass communicated. Even if it makes a ticket for every Email Out to every contact in the Account. Think: the customer

        • Multiple Topics assigned to a single Campaign

          Hello, is it possible to assign multiple Topics to a single Campaign? We frequently write a content to our subscribers that spans multiple Topics and we would like to send it to all Contacts that are subscribed to at least one of the Topics. But it looks

        • Zoho Projects Fonts and Accessibility missing

          I cannot find any more the tab where I can change the font in Zoho Project. I also checked the knowledgebase and there they have accessibility tab which I am completely missing. Is there some setup I am missing or is it a problem with our account?

        • Zoho Books Custom Widgets Deprecation Error

          I created a simple sample widget with zet and published it using sigma Both in the Sandbox and Production the Widgets are showing this error

        • Problems with PDF files in notebook

          I'm evaluating Zoho Notebook as an alternative to Evernote and imported my Evernote account to Zoho Notebook. First issue is that notes in Evernote that comprise a PDF are turned into a 'group' with a single note page (that has the text from the Evernote

        • API (v3) Tasks sorting issue

          We are using the v3 API for Projects. When we gat all tasks, per page of 100 tasks, we get the task info alright. But when we try to sort based on DESC(last_modified_time) we don't get the correct sort order. It is roughly sorted by the last_modified_time,

        • Assemblies make my stock go negative

          I am sure this is just the way that we are using this feature, but we use assemblies, a lot. The issue for us is the way that the relive inventory and the fact that it makes our composite item stock go negative. I have added flows to auto assemble and

        • User Activity Reports

          I'd like to get data related to user activity.  For example, Login and logout times, emails sent/received, new records created , etc. Is that currently available. I just can't seem to find anything . Thanks, Dave

        • Help: Populate “Contact Owner” details into Customer custom fields (for email templates) in Zoho Books

          We want to send invoices on behalf of our sales agents, and include the agent’s name, email, and phone in the email body using placeholders. Plan is to copy the Customer Owner details into three Customer custom fields, so they can be used as placeholders

        • Undocumented Books API error message - 1000 - The requested action could not be completed. Please try again. | Unexpected error

          This code sometimes throws this error 1000 - The requested action could not be completed. Please try again. | Unexpected error What does it mean? result = zoho.books.updateRecord("salesorders",organization.get("organization_id"),salesorder_id,sales_

        • Partial payments for retainer invoices

          When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.

        • Making Tags Mandatory

          When creating an expense, is it possible to make the Tags field mandatory?  I see the option in settings to make other fields mandatory, like Merchant, Description, Customer, etc, but nothing about Tags. Thanks! Kevin

        • Mass Update not trigger workflows

          Hi, I have performed a mass update of all records in a custom module using a custom view. I have a dummy checkbox on my module that I turn on or off - hoping to trigger all the new workflows that have been created for that module. However, no workflows

        • Multi-Select lookup field has reached its maximum??

          Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

        • Generating CRM reports based on date moved in staged history

          Hi everyone, I'm trying to generate CRM reports of jobs (I think these are called usually deals) based on when they were moved to a particular stage, ie all jobs that were moved to Proposal/Quote in the previous financial year. I can see from other similar

        • Modules for missed calls, emails, texts etc

          Hi there. Is there a way to create a module that would automatically show a list of all inbound calls that were missed by our users, as well as any inbound SMS's, emails & WhatsApp messages. That way, a user who is available, can work through that list

        • Subforms and automation

          If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

        • Conditional layouts - support for multi-select picklists

          Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list

        • Ability to Set a General Email Signature for the Organization in Zoho Recruit

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request a feature that would allow us to set a general email signature at the organizational level within Zoho Recruit. Currently it is only possible for individual users to create their

        • Custom Buttons & Links Now Supported in Portals

          We’ve just made portals in Zoho Recruit more powerful and customizable than ever! You can now bring the power of Custom Buttons and Links to your Candidate, Client, Vendor, and Custom Portals — enabling portal users to take direct action without recruiter

        • Is there a way to show contact emails in the Account?

          I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

        • Live webinar: Transform data into impactful visuals with Zoho Show

          Data is frequently a core part of a presentation, whether it’s a sales pitch, project update, research report, or performance review. But when it’s just numbers on a page, the message you’re trying to convey can get buried. The real magic happens when

        • File attachments not working - web version

          Since Notebook announced better file attachments, I have experienced file attachments failing. When uploaded from my pc to the web version, notebook just spins. Acting like the attachment is very large. When it's 30k. If I cancel out of this, the notecard

        • API - Barebones Data for Send Doc For Signiture

          I am learning how to use with Zoho Sign API. I am wondering if someone can give me a bare bones JSON data sample for "Send Document For Signature". Below is the blank data that is pre-populated in postman. Seems like there is more here than the bare minimum

        • Revenue Management: #2 How to compute revenue?

          In our previous post, we discussed the revenue recognition standards under IFRS 15 and ASC 606 and the five-step model. Now, let's examine three distinct business scenarios to see how the standards and model work in practice. This will help you understand

        • External lookup in CRM (as in Books)

          Hello Context: We have a CRM module, similar to Deals, but for Purchasing. Once the PO is created, a link to this PO should be updated in that "deal". In Books, you can add a custom 'external' field which can look up into CRM modules. I'm asked to have

        • "Undo Send" Feature

          Would love it if TeamInbox had an "Undo Send" feature, that gives you 10 seconds or so to "undo" the sending of an email. Many other email clients already have this feature, and my clients really miss it, as it has saved them many times in the past when

        • Zoho Sites

          Does anyone have experience building Zoho sites or know how I can find someone who does?

        • Zoho Crm Lagging

          Hi Zoho Support Team, Starting from today, my Zoho CRM has been extremely slow and laggy when accessing any pages or modules. This is affecting my work and overall productivity. Could you please help to check if there are any ongoing issues or if there’s

        • Is there a way to reference/attach mails to deals/contacts when the mails haven't come through their contacts normal email and the mail comes through software / app who use their mail system

          There are often system mails that come through systems or other software which use their email addresses since they use their own mail servers to mail. This causes an issue as it does not record the mail in the history of the CRM since the email is not

        • Recommendation

          I give up on Zoho. It's never going to be an all in one solution, their own apps don't even connect. Can any one recommend an alternative at least for the crm / people.

        • CRM - Site/Location

          Hi Zoho, One massive oversight of the Zoho CRM is the inability to add multiple sites or locations to one account. Many organisations have several (in some cases, hundreds) of sites across the country or even the globe. The workaround to this, of course,

        • An unknown error occurred. Please contact support

          Whenever I visit this page I see this. I changed browser and still the same. Can someone from Zoho help me please?

        • How to Streamline Pick & Ship

          Is there a way to streamline the built-in pick and ship process? I guess mostly on the ship side. Our current process allows us to choose shipping super fast. It's an EasyPost plugin for WooCommerce. You have to populate the boxes / weights / shipping

        • How to add, delete or rename the "payment method" drop down?

          When we recorded payment in invoice, there's a "payment method" drop down with choices like cash, bank transfer... We want to add and delete or rename some new selection. How to do such adjustment? Please advice.

        • Smarter data gathering with Query component in Wizards

          Dear All, Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before. Long and complex record entries can be overwhelming and prone to

        • Next Page