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

        • The sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.

          Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the delivery

        • Delegates - Access to approved reports

          We realized that delegates do not have access to reports after they are approved. Many users ask questions of their delegates about past expense reports and the delegates can't see this information. Please allow delegates see all expense report activity,

        • Split functionality - Admins need ability to do this

          Admins should be able to split an expense at any point of the process prior to approval. The split is very helpful for our account coding, but to have to go back to a user and ask them to split an invoice that they simply want paid is a bit of an in

        • Is there a way to request a password?

          We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature.  Thanks,

        • Single Task Report

          I'd like a report or a way to print to PDF the task detail page. I'd like at least the Task Information section but I'd also like to see the Activity Stream, Status Timeline and Comments. I'd like to export the record and save it as a PDF. I'd like the

        • Auto-response for closed tickets

          Hi, We sometimes have users that (presumably) search their email inbox for the last correspondence with us and just hit reply - even if it's a 6 month old ticket... - this then re-opens the 6 month old ticket because of the ticket number in the email's subject. Yes, it's easy to 'Split as new Ticket', but I'd like something automated to respond to the user saying "this ticket has already been resolved and closed, please submit a new ticket". What's the best way to achieve this? Thanks, Ed

        • How to Push Zoho Desk time logged to Zoho Projects?

          I am on the last leg of my journey of finally automating time tracking, payments, and invoicing for my minutes based contact center company - I just have one final step to solve - I need time logged in zoho desk to add time a project which is associated

        • Cannot access KB within Help Center

          Im working with my boss to customize our knowledge base, but for some reason I can see the KB tab, and see the KB categories, but I cannot access the articles within the KB. We have been troubleshooting for weeks, and we have all permissions set up, customers

        • Export to excel stored amounts as text instead of numbers or accounting

          Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores

        • why my account is private?

          when i post on zohodesk see only agent only

        • Getting ZOHO Invoice certified in Portugal?

          Hello, We are ZOHO partners in Portugal and here, all the invoice software has to be certified by the government and ZOHO Invoice still isn´t certified. Any plans? Btw, we can help on this process, since we have a client that knows how to get the software certified. Thank you.

        • 500 Internal Server Error

          I have been trying to create my first app in Creator, but have been getting the 500: Internal Server Error. When I used the Create New Application link, it gave me the error after naming the application. After logging out, and back in, the application that I created was in the list, but when I try to open it to start creating my app, it gives me the 500: Internal Server Error. Please help! Also, I tried making my named app public, but I even get the error when trying to do that.

        • Client Script | Update - Client Script Support For Portals

          Dear All! We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for all

        • Professional Plan not activated after payment

          I purchased the Professional Plan for 11 users (Subscription ID: RPEU2000980748325) on 12 September 2025, and the payment has been successfully processed. However, even after more than 24 hours, my CRM account still shows “Upgrade” and behaves like a

        • how to edit the converted lead records?

          so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try

        • Auto Update Event Field Value on Create/Edit

          Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: Value given for the variable 'meetingId'

        • Pre-orders at Zoho Commerce

          We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will

        • Constant color of a legend value

          It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

        • Zoho Pagesense really this slow??? 5s delay...

          I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?

        • Payroll and BAS ( Australian tax report format )

          Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin

        • Problem with Email an invoice with multiple attachments using API

          I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with only

        • Page Layouts for Standard Modules like CRM

          For standard modules like quotes, invoices, purchase orders, etc, it would be a great feature to be able to create custom page layouts with custom fields in Zoho Books similar to how you can in Zoho CRM. For example, and my current use case, I have a

        • Non-depreciating fixed asset

          Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land

        • Fixed asset management

          I want to know if there is any individual module for fixed assets management

        • One time sale item in billing automatically detects as service

          if i have some items which i don't want to add in my "item" list because its sold only for one time. but when i type item name in invoice, it (system) automatically takes it as a service and despite of HSN , it shows SAC code to be entered. if its selectable i.e. either item or service , it would be very helpful and a must have feature.

        • Project template after project creation

          How can I apply a project template AFTER the project has been created?

        • convert the project to templet

          i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time

        • Related Module in Sharing Rules

          Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as well

        • Assignment Thresholds Resetting After Lead Conversion

          Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically

        • Zoho CRM Analytics - Allow To Reorder Dashboards

          I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go

        • Territory view for custom modules?

          I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories:  Contacts /  Accounts / Opportunities These modules don't have territories:   Buildings (custom module) and 

        • Zoho Books - How to Invoke a Custom Function in Schedulers

          We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function

        • Approval Process Comments

          Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?

        • Login for test case

          Had a few questions regarding authentication test cases and couldn't find an answer in the the docs. 1. If an app like Zoho Creator requires authentication before providing access, do I need to create a login function and add it to each test case? 2.

        • Zoho / Outlook Calendar sync

          The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."

        • Customer members area

          Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.

        • Zoho Books-Accounting on the Go Series!

          Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.

        • Desktop app doesn't support notecards created on Android

          Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

        • Notes created in mobile can no longer be accessed in desktop

          Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone can

        • Function #49: Manage varying installment payments using Zoho Books

          . Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?

        • Next Page