Tips and Tricks 11: Rehearsing for the event day

Tips and Tricks 11: Rehearsing for the event day



Hello everyone,

Hosting a successful and memorable event takes effort, and most of the time you only get one shot at doing it right. Getting a picture of how things will play out can make you confident to achieve the objectives you planned for your event. Preparing your event team members—like your staff, session hosts and co-hosts, and speakers—by rehearsing every session can help everyone get on the same page and give you an opportunity to work out any kinks.

When you create a location-based or an online event in Zoho Backstage, apart from adding speakers to their respective sessions in the Agenda tab, you can also configure hosts and co-hosts in the Hosts tab from the Manage Dashboard. Before event day begins, you can prepare your event team by conducting a dry-run for sessions in Backstage with everyone involved. To do this, you can invite up to 20 test participants for an event to join session rehearsals. This makes your practice runs secure and only accessible to the people you choose.



To invite test participants to your event for session rehearsals, go to the Test participants tab under the Rehearsal tab in the Conduct Dashboard. Here you can click the Add participants link and enter the email addresses of people who you want to invite.

To start a rehearsal, go to the Rehearsal tab in the Conduct Dashboard and click the Rehearse sessions tab. This tab will look similar to the Present sessions tab and this action will display all the sessions in your event. Here, click a session in the timeline on the left. On the right, you will see session details displayed. Next, click the Rehearse session button to start the practice session. Apart from the invited test participants, anyone from the list of event organizers, hosts, co-hosts, and staff can also be a part of session rehearsals by clicking the Join Rehearsal button in the Rehearse sessions tab. When they join the rehearsal, they will be listed according to their role in the event.



Speakers who are added to a session will be sent an invitation email to join the rehearsal through the event microsite. They can click the Join Rehearsal button against a session on the Agenda page and join as speakers. Once the session begins, they can go through their material, refine content, plan transitions, time their sessions, and coordinate with the hosts or co-hosts about session flow. Speakers who are new to the event scene can also get used to talking on stage or an online platform and understand how to use in-session engagement tools like, chat, polls, or Q&A in order to be ready for the event day. Any equipment or integration used for audio or video streaming can also be put to the test at this time to get on top of any unanticipated technical issues. Speakers can also join rehearsals conducted for sessions that they're not added to but will be listed as an attendee in that rehearsal.



Test participants will also receive an email when they are invited to take part in session rehearsals for an event. This email will include a link to easily sign in to the event microsite. Once signed in, they can click the Join Rehearsal button for a particular session on the Agenda page in the event microsite and will be listed as attendees in that rehearsal. However, if you invite an event member such as an event organizer, staff, host, or co-hosts, as a test participant, they will not be listed as an attendee but will be listed according to their respective roles. If you would like to send reminders to all the test participants at the time of the rehearsal, click the Inform participants to join event link in the Test participants tab.

You can also conduct multiple rehearsals, however, sessions that are happening in the same hall or track can't be started parallelly. In addition, make sure that you invite a different set of test participants when you are planning on conducting rehearsals that run parallelly.

Just like with a live session, after the rehearsal is complete, you will find a session summary and detailed analytics in the Sessions tab. Click the View details button for any session to do this.

We hope this tip will be useful for you. Feel free to share your thoughts in the comments below.

You can also visit our help center or send us an email at support@zohobackstage.com if you have any questions.

Stay tuned for more useful tips to help you craft exceptional events with Zoho Backstage!

Happy organizing!



Found this helpful? Subscribe to the Backstage Community for more tips and tricks.



        • Recent Topics

        • Where can we specify custom CSS in Zoho Forms custom theme ?

          I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering
        • MCP no longer works with Claude

          Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.
        • Enable History Tracking for Picklist Values Not Available

          When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?
        • The reason I switched away from Zoho Notebook

          My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital
        • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
        • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

          Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the
        • Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

          Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending
        • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

          Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn
        • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

          Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted
        • Hide/Show Subform Fields On User Input

          Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?
        • Cloning Item With Images Or The Option With Images

          Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images as
        • Archiving Contacts

          How do I archive a list of contacts, or individual contacts?
        • WorkDrive and CRM not in sync

          1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here
        • Custom validation in CRM schema

          Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'
        • Adding Default Module Image into mail merge field

          As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant
        • Sync Data from MA to CRM

          Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a
        • Is it possible to roll up all Contact emails to the Account view?

          Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficial
        • Update CRM record action

          Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module
        • Notes badge as a quick action in the list view

          Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated
        • What's new in Zoho One 2025

          Greetings! We hope you have all had a chance by now to get hands-on with the new features and updates released as part of ZO25. Yes, we understand that you may have questions and feedback. To ensure you gain a comprehensive understanding of these updates,
        • Good news! Calendar in Zoho CRM gets a face lift

          Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
        • Add deluge function to shorten URLs

          Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised
        • Edit default "We are here to help you" text in chat SalesIQ widget

          Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
        • Quick way to add a field in Chat Window

          I want to add Company Field in chat window to lessen the irrelevant users in sending chat and set them in mind that we are dealing with companies. I request that it will be as easy as possible like just ticking it then typing the label then connecting
        • How to create a two way Sync with CRM Contacts Module?

          Newbie creator here (but not to Zoho CRM). I want to create an app that operates on a sub-set of CRM Contacts - only those with a specific tag. I want the app records to mirror the tagged contacts in CRM. I would like it to update when the Creator app
        • Zoho Sheet for Desktop

          Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
        • Allow Manual Popup Canvas Size Control

          Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected
        • 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
        • How to set page defaults in zoho writer?

          hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document
        • Develop and publish a Zoho Recruit extension on the marketplace

          Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.
        • How to import data from PDF into Zoho Sheet

          I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is password
        • Zoho Projects Android app: Integration with Microsoft Intune

          Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies through
        • Cant't update custom field when custom field is external lookup in Zoho Books

          Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap
        • Wrapping up 2025 on a high note: CRM Release Highlights of the year

          Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you
        • About Zoneminder (CCTV) and Zoho People

          Hi team I would like to implement a CCTV service for our branches, with the aim of passively detecting both the entry and exit of personnel enrolled in Zoho Peeple, but my question is: It is possible to integrate Zoho People with Zoneminder, I understand
        • Introducing the Zoho Projects Learning Space

          Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
        • Create CRM Deal from Books Quote and Auto Update Deal Stage

          I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted
        • How to show branch instead of org name on invoice template?

          Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?
        • 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?
        • Unable to remove the “Automatically Assigned” territory from existing records

          Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically
        • Next Page