Problem adding contacts to a CRM campaign that is from Backstage
I have integrated Backstage with Zoho CRM but am unable to add members to the campaign in the Zoho CRM contact. When in the contact page and selecting Campaigns to add, none of the Backstage specific campaigns show up as an option to add to the record. However when going to the Campaign tab it is clearly listed and working. It seems that the only way to add is to click the Invite Prospects button on the Campaign page but that process is extremely difficult. I have several to add and am being
What's New – June 2020
Hello everyone, This month we worked on making Backstage more adaptable for you and your event needs. We've come up with a few features and enhancements to help you organize smoother events. Here are the latest updates on Backstage. Customize roles based on your event team With every event having different tasks, clearly-defined member roles with distinctive permissions are needed. With Backstage, you can now customize existing member roles to create new roles. You can also set permissions for each
Introducing a simpler, easier way to host GDPR-compliant events
These days, data privacy and data protection are an important concern worldwide. People are more aware and cautious with the information they share with organizations, especially over the internet. This, in turn, has led to stricter data protection laws, one of the most famous being the EU's General Data Protection Regulation (GDPR), which came into force on May 25, 2018. It changed the way businesses handled data by giving individuals more control over how their personal information can be used.
Introducing custom member roles and privileges
A team isn't always the same when it comes to its members' roles and responsibilities. This is especially true in the event world. Given the wide range of event types, distinctive roles that fit the shoes of every event member in the team are definitely needed. Say you would like to restrict the decisions made for branding your event to just a few people in your team. Or perhaps you only want the event organizers taking care of ticket payments for events. You can easily manage these needs by making
Different between Cancel and Refund
I see that paid registered attendees tickets can be cancelled or refunded. What is the difference between the two? Thanks
Email to Registered Attendees
I just unpublished and republished the event - How do I ensure that emails are not sent out to all attendees again with their tickets. It just creates un-necessary email and confusion. Thanks
How do I remove the billing address form in zoho backstage
Hi, This has not been a problem in the past and appears to have been triggered by me using zoho invoice. Anyway I am unable to remove the billing field (or even hide it) in zoho backstage. It's confusing customers - plus being in Aust the Zip code raises suspicion.
How do I use Zoho Backstage for VIRTUAL events??
Please help me understand how Backstage can be used for virtual events (events conducted online without gathering in any physical location.) I'm considering offering online events and would love to be able to organize them using this platform. Can anyone help me with this? If anyone has any experience or advice, I would love to hear your feedback.
Spotlight 21: Manage event sponsorship with ease
Hosting an event is no small deal. It can take a lot out of you – mentally, physically, and, most importantly, financially. To cover event expenses and compensate for a limited budget, many event organizers look to sponsors for funding. When renowned
What's New – May 2020
Hello everyone, This month saw a lot of countries easing their pandemic-imposed lockdown rules. Communities everywhere are starting to open back up while maintaining strict restrictions on social interactions. And though it looks like virtual events are here to stay, event organizers are hoping to get back to live events by late Q3 or early Q4 of this year. A lot of them are also looking to hybrid events as a possible option for the future. At Backstage, we've been working on making event management
Spotlight 20: Domain authentication for better email deliverability
For most event organizers, emails are the primary—if not the only—communication channel. Whether updating attendees with the latest event information before the event or staying in touch with them after the event, almost everything happens through emails.
Opening up the meeting access early
Is is possible to have the Join Meeting button show up 15 minutes before the start of the meeting? We had our first live event yesterday and so many people went to the site a few minutes early only to find the registration page and no way to join. This caused people just to dial in instead of using their webcams. We want people to be able to check in a little early so that we are ready to go at the start time. thanks!
The ability to sort Registrations
It would so helpful to be able to sort attendees, prospects and Order Summary under Registrations by any of the columns. Including by name, registration date and other fields on the registration form in ascending and descending order.
Customizing registration Questions in backstage
Hi there, I am using ZOHO Backstage for one of my events. In addition to the Name and Email address, I want to get other details like Job Title, Organization Name, Location and Phone Number of my attendees. How can I add these questions in my registration form so that my attendees can fill them out during the time they register. Thanks Naveen Jain CULytics
Merge field shortcuts list for Backstage Emails
Is there a list of the merge field shortcuts to use in building emails in Backstage? In the CRM email templates, you can just type the # to choose from a list of merge fields to include in the email. I don't see that in Backstage, nor can I find the list of merge fields that are available like event title, event description, etc. Any help would be appreciated. TIA!
Resending Attendee emails
Anyone know how to resend a confirmation email or any automated email to someone who has already registered. For example I have someone who registered that did not get the original confirmation email, I wanted to resend it just to her but I can't find a way to do that from her profile or anywhere else. TIA!
Removing Prospects from a Backstage Event
Why can I not remove prospcects from a backstage event? And is there a workaround?
Tips and Tricks 7: Live sessions
Hello everyone, Today we will see how to view the live sessions for your event. Live sessions are exactly what they sound like—the sessions happening at the current time in an event day. When you are dealing with many sessions or are hosting multi-day events, keeping track of sessions that are running parallel can help you get a clear view of your event agenda. A Live Sessions dropdown will be seen at the top of the Present Sessions tab from the Conduct dashboard in the Event Console. This dropdown
What's New – April 2020
Hello everyone, We're in month two of the quarantine and it looks like live experiences will be on hold for the next couple of months at the very least. For us at Backstage, it felt like the right time to refine our existing features and fine tune everything. This way, when you get back to hosting real-world events after the pandemic, the Backstage experience will be better than ever. Here's what happened at Backstage this month. Keep track of all visitor queries Your microsite visitors are
What's New - March 2020
Hello everyone, At Backstage, our purpose has always been to help event organizers plan and host their best events with minimal hassle. With the COVID-19 pandemic rapidly evolving and the world moving into uncertain times, our priority, like always, will be to have your back. In the last month, along with our current projects, we also worked on building features that we hope would make the current situation a little easier for you. Our goal is to offer you immediate solutions while continuing to
Zoho Backstage: Looking back, moving forward
To know more about the features we released in the last year, please visit our What's New page.
Tips and Tricks 6: Project sessions to the audience
Hello everyone, Today we'll see how to project sessions to your audience to keep them visually engaged. To start with, when you're delivering sessions or standing by for upcoming sessions, displaying the slide deck or an intermission screen can keep event participants involved and attentive. To do this, access the Present Sessions tab from the Conduct dashboard in the Event Console when the event has started. You can view the sessions in the timeline based on the track or the venue it is being presented
Tips and Tricks 5: Viewing ongoing sessions
Hello everyone, Today we'll learn how to view ongoing sessions in the Present Sessions tab. The Conduct dashboard in the Event Console can be used when your event has started. When you're about to start sessions, the Present Sessions tab will display all sessions you have planned for your event day. When you click any session in the timeline on the left, you can view more details about it in the dock on the right. This includes your session time, title, session track name, location, speaker details,
Tips and Tricks 4: Viewing current time in an event day
Hello everyone, Today we'll see how you can go to the current time in your timeline when conducting sessions in your event. Sometimes when you're looking at different sessions across multiple days, it can be inconvenient to jump back to the current time every time you need to view or present upcoming sessions. Sessions can be presented from the Present Sessions tab, which you can access from the Conduct dashboard in the Event Console. In the Present Sessions tab, you can view sessions across every
delegates networking function
will you develop delegates networking function？the current channels function is really not user-friend
About managing Zoho backstage ticket buyers
初めて連絡します。 私の名前はアンドプラス石原です。 現在、Zoho Oneのパートナーです。 3月に当社が主催するイベントを計画しており、Zoho Backstageを使用してイベントページを作成しました。 先ほどそのページをリリースしましたが、チケット購入者をBackstageに反映させるのに苦労しています。 有料イベントの場合、PayPalで支払うことを選択しました。Paypal管理画面にはすでにいくつかのバイヤーがいます。 （購入者はPayPalからメールを受信しました） しかし、舞台裏ではチケットの購入を確認できませんでした... 無料チケットでバイヤーを確認できたので、なぜ支払わないのか、なぜ... このサイトはリリースされましたが、私はとても焦りました。 あなたが原因を知っているなら、教えてほしい。
What's New – February 2020
Hello everyone, At Backstage, we believe it's the small things that make the big picture, and this month's been about just that. Our existing features have undergone quite a few updates and enhancements, and we hope you can see the difference in how much better and more cohesive the overall Backstage experience is. So here we go with a quick rundown of all that's happened this last month, Color code the tracks in your agenda by setting custom colors for them. This might be a good way for you to
Multiple roles for a single person.
Hello, I love Backstage! I found it only recently. I am doing an event with one other person. We are planning to talk to high school young adults about relieving the burden they have on them regarding upcoming decisions, and to give them tools to think about those things. At this time, there are only two of us. We will both be speakers. I would like to give the other person the role of organizer as well. When I try to do that, the system says that the person (by email) is already part of
How do you add a Floorplan?
I'm trying to add a floorplan for Exhibitors. I can add a new page called "Floorplan" but I don't seem to be able to embed any reasonably sized image. The closest I can get is a section which is "Image and Text", but the image is set to be tiny.
Format of Agenda
Are there settings to make changes to the format of the Agenda? In particular, the Agenda only has a Title and a very tiny image of the speaker - how would I get the Speaker name, title and/or company in there?
Spotlight 18: CRM for Backstage – Centralize your attendee database
You've probably made a lot of connections at your event and have a lot of people interested in your product or service. However, for an event to truly succeed, you need to be able to build on those connections, to make your attendees your customers and
Button or Link
How do you add a button or link on a web page. We would like to add more than one registration button to backstage. This is our first year with zoho backstage but we have put great event sites together over the past few years and have found good business practice is to at minimum have at least one register button for every three sections of the page. It seems there is no way to add a button to a section without creating an image and linking it? is this correct? Also, the zoho forms that are
What's New – January 2020
Hello everyone, We spent January working on a lot of under-the-hood improvements and squashing quite a few bugs. The result? Backstage runs a lot more smoothly now. And in the midst of all this, we also rolled out some new features that we're sure you'll like. So in case you missed them, these are the latest updates from Backstage. Domain authentication for better email delivery Do you know what disrupts event communication like nothing else? Having your emails sent to spam. This is why authenticating
Backstage Database Integrate with Zoho CRM
I realise that registrations of a Backstage event will goes into Eventbrite and not into Backstage, which means these registrants database will not goes into my CRM. Am I right? Is there any integration for these registrants information can be converted into CRM contact and account?
Spotlight 16: Privatize ticket classes with access codes
Whether you're conducting an invite-only event or giving special offers to VIPs and loyal customers, you'll need to have private ticket classes that are invisible to everyone but that select few. And what better way for them to access these secret ticket
What's New – December 2019
Hello everyone, Another year gone and what a year it was! This month, we worked long and we worked hard because, as you know, work happens a lot faster when it's the end of the year. There were gaps to fill, loose ends to tie, and projects to finish. We hope you're happy with the result. So here we go with the latest updates from Backstage. It's here — BadgeUp for event badges! If there's one event trend that's truly classic, it's probably the badge. It's a good conversation starter, makes
Spotlight 15: Include legal policies for your event
You owe it to yourself and your participants to put on events responsibly, especially when it comes to covering the bases from a legal standpoint. This will help protect both you and them. To accomplish this, you should have two legal documents in place:
Introducing BadgeUp for event badges
As every event brings together many people, badges are useful tools to improve attendee experience. They enable participants to easily identify a person's role, get initial introductions out of the way, and establish an instant connection. An attractive badge can also be a good keepsake for attendees to remember your event's brand long after the event is over. Zoho Backstage is happy to release BadgeUp, our new solution to design and generate event badges that you can customize and download in minutes, facilitating
Do USA customers have to use Eventbrite integration to sell tickets?
Does Zoho Backstage allow the customer to set things up in a way that ticket sales are done only through Zoho Backstage and a payment gateway? From my reading, it seems if we want to sell tickets online, we have to integrate backstage with eventbrite. That means paying Eventbrite's charge per ticket which is over $1 each. I want to sell my tickets online and in person using just Zoho Backstage and a Thirdparty payment processor. Is this possible?
Conference Management
Hi, I am new to ZOHO Backstage, I have glanced the features and finding it interest to get started for our conference management from 2020. Could you please connect me to a right person in India to get in touch with??
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