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

    • Incorrect Closing Stock Amount value

      Act as Zoho Inventory Expert. We are a construction company, OVAL Projects Engineering Limited. We started using Zoho Inventory for Stock Management.I have multiple warehouses. I have encountered a problem while generating custom warehouse wise inventory
    • Auto Generated Invoice number YEAR

      Auto Generated Invoice number shows transaction year as 25 even though it's 24 still.
    • The Social Wall: December 2024

      Hey everyone, As the year comes to an end, and the festive spirit fills the air, we're thrilled to bring to you the final edition of the Social Wall for 2024. Let's see what updates went live during December, and then go on with planning the new year!
    • Not displaying a newly created window within an application

      On a specific stock trading application (see image below), when a newly created full screen operation is invoked (File->New) oft times it is invisible (the mouse input is correctly routed to the new window but the hover over contents shows the invisible
    • Last payroll of the year gives me an error

      Trying to run the last payroll of the year. The payment doesn't get to the employee until 1/1/25, which is correct. However when I try to process it I get the following error: Tax calculation is not supported for the year 2025. Please change the Pay date.
    • Global Outage - Please Update Current Status

      It looks like Zoho Mail services are down everywhere. Please update with current status and time-to-resolution.
    • Is the filename of an attachment restricted to only certain languages?

      Hi, I tried to create a file card in a notebook, but I encountered an issue: when the filename of an attachment is in languages other than the main ones (such as English, Japanese, or Simplified Chinese......), syncing stops or the filenames become garbled
    • Odd Authorization warnings

      I'm a superadmin for Zoho One and double-checed that I was an Admin role in Teams. Every once in awhile, I'll get a strange notification that I can't do something (usually deleting something although I am under the 250 thread limit). Is there somewhere
    • Zoho und die Art, Dinge zu tun

      Zoho und die Art, Dinge zu tun Ich habe Zoho seit über zehn Jahren in verschiedenen Projekten implementiert – einige groß, andere sehr groß – und habe sogar für einen der weltweit führenden Zoho-Partner gearbeitet. Jedes Mal, wenn ich ein Zoho-Implementierungsprojekt
    • Free webinar: Zoho Sign 2024 wrap-up - Everything that is new and has changed

      Hello, Are you looking up to catch up on all the updates made to Zoho Sign in 2024? Or are you still figuring out how you can use Zoho Sign better to get business paperwork done more efficiently? If so, we invite you to join us this Thursday, December
    • View of all Leads (+converted)

      Hi, Is there a View of all Leads this month includung converted? If not how can I create one? Thanks
    • Zoho Projects is down

      Is anyone else having problems getting to Zoho Projects?   We are getting a Zoho server error, impacting our business.... I thought Zoho had HA for their Applications!?
    • 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.
    • Zoho Payroll [India Edition] - ICICI Bank Integration

      It seems that ICICI integration with Payroll (and other Zoho apps) has become progressively more difficult this year. It was great until last year but then some apps started requiring a token generated on ICICI website. The whole point of Direct Deposit
    • Issue with EU MArketplace

      Hi It's super frustrating that many CRM / Zoho (whatever) extensions are not available in the EU Market place Example: https://marketplace.zoho.com/app/crm/time-tracker-extension-for-zoho-crm For now, can the team address the extension above, but on the
    • Add an action to set agent as a member of a team in zoho desk

      Hi, Please add an action to zoho flow to set agent as a member of a team in zoho desk (add to a team or remove from a team). Regards, Ram
    • Cant add owner to field update in workflow

      Hi there, Currently when i tried to add owner of the record of the module to the field update, i am unable to. Is there a way to do so?
    • Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

      The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants
    • CRM portal users can now log in using their mobile phone numbers

      Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancement
    • Zoho CRM: Las últimas novedades de 2024. ¡No te las pierdas!

      ¡Hola, Español Zoho Community! Aunque sabemos que en estas fechas muchos de vosotros estáis ya disfrutando de un merecidísimo descanso, no queríamos acabar el año sin haceros un resumen de las actualizaciones más interesantes de los últimos tres meses,
    • Assistance Required: Custom Model Record Not Visible in Zoho CRM Sandbox

      Dear Team, I hope this message finds you well. I have created a custom model in the Zoho CRM Sandbox account and am currently adding records to it using Python. While I am able to fetch the module data programmatically through Python, I am unable to see
    • Automatic Updates for Zoho Desk Extensions

      Dear Zoho Desk Team, I hope you're doing well. We would like to request the addition of an automatic update feature for Zoho Desk extensions. Currently, updating extensions requires manually searching for updates and clicking the update button. This process
    • Issue with skip_workflow Not Preventing Edit Workflow Trigger

      Hi Team, I am trying to upload a file to a form in Zoho Creator. However, during the upload, an edit workflow is being triggered. I want to prevent this workflow from running, so I have used the skip_workflow parameter as mentioned in the API documentation:
    • Unable to unlink a Bigin account from Zoho Campaign

      I have an old Bigin account that not longer exists but somehow it's still linked by my Zoho campaigns. I am trying to unlink the old Bigin account so I can add my new Bigin account, but when I deny access to the old one, nothing happens (it won't unlink
    • Zoho Upgrade Failure Multiple TImes

      I want to add users to my Zoho CRM. I have carried out the process up to OTP verification, but then it always fails at the confirmation stage. This failure has occurred repeatedly even though the OTP has been successful. Is there a solution to this
    • Import from GoHighLevel to Zoho CRM

      Has anyone been successful with this? I don't want to integrate with GoHighLevel just import/migrate everything over to Zoho
    • No data/body passed to REST server for DELETE by InvokeURL

      Hello Zoho, It seems no data or body of HTTP request is passed to REST server when request type DELETE is used for InvokeURL function. I tried to send DELETE using cURL command and from Python, it worked without problem. The problem occurs only with Deluge's
    • Recurring Bookings

      Will Zoho Bookings ever offer an option to the customer to schedule recurring meetings (unlimited) for the same days/times? Making a client schedule the same days/times for an entire month is a tedious process. I'd like to offer the option upfront to
    • iCloud integration

      I noticed from reading other threads that native integrations with Google Meet and Microsoft Teams are right around the corner. Are there other integrations and fixes to existing integrations coming? There are 2 things keeping me from using Zoho Bookings:
    • How do I associate pricebooks to a customer?

      I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebook
    • Introducing Dark Mode / Light Mode : A New Look For Your CRM

      Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
    • 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
    • Pulling Specific Products from Sales Orders in Books to a CRM Record

      We currently process orders directly through our website (woocommerce) as well as through manual sales orders in zoho books. When an order comes through the website, all of the individual products from that order show up in the CRM record of that customer.
    • Functions - How to pass Dynamic Parameters / Arguments?

      I am trying to create a generic function that I can use to update a given field with the name of the user and a given field with a datetime. The purpose of this is to have a history of major actions within the CRM record itself so it is easier to query
    • Locking Certain Feilds

      Hello! I was wondering if there was a way to lock certain fields from being changed until another field had been filled in. For example, my origination has a chain of blueprints that have to be filled in for someone to properly convert from the "Leads"
    • How to void partially paid bill?

      Hello. I have following problem and can't figure out how to solve it. I created a bill from vendor for 180gbp for purchase of some items. It was partially paid (60gbp) and so far so good - 120gbp overdue and items were successfully added to inventory
    • Email Notification to WordPress Blog Subscribers

      You know when a new WordPress blog is published, your subscribers will be notified via email with a link to that blog? Jetpack does it but I'm hoping to get away from it or any other specialized WordPress plugin (like MailPoet), and instead, use a dedicated
    • CRM workflow to trigger Zoho Sign (One)

      Hi,  We have had integration in the past with SignNow in our standard CRM. A onboard would fill out name and address and in turn this would trigger a webhook out of Zoho CRM into Zapier and to SignNow. We've recently upgraded to Zoho One and cannot find anyway to automate the Sign process from CRM to Zoho Sign, is this possible?
    • Lookup field - Can I avoid using advanced search?

      I have a lookup field in my app that has surpassed 500,000 records, now basic search is disabled and I'm forced to use advanced search. That adds multiple steps to what used to be very simple. Before: Select field > Type last digits of product code and
    • Calendar View for Zoho Tickets

      Is there a way to view your tickets with due dates on a calendar view? I can not find a way to merge my Zoho Calendar and Tickets. This would be extremely helpful to my team.
    • Next Page