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

        • Perfomance Management - Zoho People

          Hi team, I am looking for performance management data such as KRA, goals, feedback, appraisals, etc., in Zoho Analytics. However, I am unable to find these metrics while editing the setup. Could you please confirm whether these fields are available in
        • Feature Request – Conditional Visitor Information Request in Zoho SalesIQ

          We would like to request the ability to conditionally ask for visitor details based on the communication channel used in Zoho SalesIQ. Specifically: When a visitor initiates a conversation through the live chat widget on the website, we want to continue
        • Apple Messages for Business in Omnichannel communications?

          Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.
        • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

          Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
        • ZOHO.CRM.UI.Record.open not working properly

          I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",
        • 【Zoho CRM】通貨機能のアップデート:為替レートの自動更新やデータ更新オプションなど

          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から通貨機能のアップデートをご紹介します。 CRMの複数通貨機能を使うと、地域ごとに通貨を管理し、顧客の現地通貨で記録したデータを自国通貨に自動換算して分析やレポートに活用できます。 従来は、為替レートを管理者が手動で定期更新する必要があり、各データには作成時点のレートが固定されるため、その後の市場変動は反映されませんでした。 本記事では、この問題を解消する「為替レートの自動更新」をはじめ、さまざまな新機能をご紹介します。
        • AI Bot and Advanced Automation for WhatsApp

          Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:
        • Can we add zoho sign to a custom module?

          i understand out of the box it works with 8 modules. is it possible to add it to a custom module?
        • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

        • Selected date present employees roster

          =CHOOSECOLS(FILTER(A2:E5;(INDEX(C2:E5;0;MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0))<>"OFF")*(INDEX(C2:E5;0;MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0))<>"EL"));1;2;2+MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0)) This way sheet looks l
        • Credit Card Terminal for Zoho Books

          Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank You
        • Archiving Contacts

          How do I archive a list of contacts, or individual contacts?
        • Filtering in Help Center

          Hi, our ticket system is based on a set of structured status categories. The customer must be able to filter by these status. How can we add "Status" as filter to the help center. In the same moment we do not need filters e.g. as "channel". How can we
        • On Edit Validation Blueprint

          Hello, I have a notes field and a signature field. When the Approve button is clicked, the Signature field will appear and must be filled in. When the Reject button is clicked, the Notes field will appear and must be filled in. Question: Blueprint will
        • Google Fonts Integration in Pagesense Popup Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
        • Increase Round Robin Scheduler Frequency in Zoho Desk

          Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
        • Can multiple agents be assigned to one ticket on purpose?

          Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently
        • Where is the settings option in zoho writer?

          hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
        • Zoho CRM Case Notes - Share to Customer

          Hi team does anyone know the Api to set a note, against a case, to shared with customer? i cant seem to find it  cheers 
        • When Does WorkDrive integrate with Books?

          When Does WorkDrive integrate with Books?
        • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

          Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
        • Synching changes to Stripe when changes are made in Zoho Billing

          We have a situation where we have merged customers in Zoho BIlling and then found out later that the payment in Stripe was not updated and still associated with the old customer record. The card gets updated and billed, but that payment is still associated
        • Zoho Sign Not Delivering

          I have sent several contracts out via Zoho Sign.   They do not seem to be getting delivered.  I had one person receive it, but the others have not.   I had one person tell me they sent it back to me and never got it and doesn't show as signed.  I've sent
        • Update latitude & longitude address field API

          How do I update the coordinates of an address field from a widget? I can't modify the latitude and longitude of the address field. I think the problem is how I'm writing formdata variable. zoho_init.then(function (data) { var queryParams = ZOHO.CREATOR.UTIL.getQueryParams();
        • Bank Feeds Breaking Constantly

          Hey Everyone, I have already reached out to support about this issue but I am wondering if anyone else is having the same issue. My bank feeds keep breaking within days of me fixing them by updating the credentials. Its been happening for a while and
        • 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
        • Outlook/Hotmail Blocking Zoho SMTP IPs (S3150)

          We are currently facing a serious deliverability issue with Zoho SMTP while sending transactional OTP emails for our production application. Emails sent to Outlook / Hotmail addresses are being rejected with the following error: 550 - 5.7.1 Unfortunately,
        • 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
        • Zoho CRM Quotes – Subform and PDF/Writer Limitations

          Hello, I am encountering the following limitations in Zoho CRM Quotes: Custom product images cannot be uploaded in the subform – the image upload field cannot be added; only the file upload field is available. File upload placeholders cannot be used in
        • 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.)
        • Next Page