Create an Event

Once the integration is complete you can create Zoho Backstage events from Campaigns module in Zoho CRM.

To create an event

1. Go to the Campaigns Module.
   
2. Click the Add (+) icon and choose Zoho Backstage.
   
3. In the  Create Campaign page, enter  Backstage Details,  Campaign Information and  Description Information.
   
   
   
4. Click Save.
   

Customize Event in Backstage

Apart from the basic information such as Event Name, Event Start Date, Event End Date, Event Category, etc. you can add more information such as Location, Social Pages/Handles, Agenda, Speakers, Tickets, Sponors, and Design your Microsite for the event. Apart from these fields, there are options to update the Brand - to configure the brand of the particular backstage event, and the option to update the Event Type to Location Based, Online, or Hybrid depending on the mode of the event.

To customize event

• Entering Event Details
  

  1. Go to the  Record Details page and click  Go to Zoho Backstage.
     
     A draft of your event will open.
     
  2. Add the required Event Details. See More: Entering Event Details
     

• Adding Agenda
  Agenda outlines the topics that will be discussed in the event which gives the participants a clear picture of what is going to happen. You can add the agenda for your event from the appropriate event in Zoho Backstage. See More: Setting up Agenda

• Adding Event Members 
  You can add Organizers, Staffs, Speakers and Guest Speakers to the event in Zoho Backstage. See More: Adding Event Members

• Configure Tickets
  You can configure tickets for the event that you have created in Zoho Backstage. Make sure you have configured a payment mode to start selling paid tickets. See More: Confugure Tickets

• Add Sponsors
  You can add sponsors for your event in Zoho Backstage. Choose the appropriate Sponsor category which has its benefits.See More: Handling Sponsorship

• Design your Microsite
  The page which your prospective attendees see first to get an idea about what the event is about and buy tickets is the microsite. So, designing your microsite with relevant information is the key to attracting valuable attendees. See More: Designing Microsite

• Publish your Event
  The event that you have created from the Campaigns module in Zoho CRM and customized in Zoho Backstage should be published. See More: Publishing an Event

Push events to CRM from Backstage

You may have created events in Zoho Backstage before integrating it with Zoho CRM. Those events can be pushed to Zoho CRM and will be captured as campaigns. This enables synchronization between your Zoho Backstage portal and Zoho CRM so the attendees information or any updates to the event in Zoho Backstage portal will be reflected in Zoho CRM and vice-versa. You can also enable/disable this synchronization.

To push events to CRM

1. Log in to your Zoho Backstage account.
   
2. Go to Settings > Integration > CRM.
   
3. Click  Configuration Details.
   
   The list of events are displayed.
   
   
   
4. Click Push to Zoho CRM.
   

Invite Leads and Contacts

Once an event is created from Campaigns module, you can start inviting Leads and Contacts present in your Zoho CRM account.

To invite leads and contacts

1. Go to the Campaigns module and select a record.
   
2. In the Record Details page, click Leads or Contacts from the related list.
   
3. Click  + Invite Prospects.
   
   
   
4. Select the leads or contacts and click Next.
   
5. Choose the Campaign Member Status from the drop-down list and click Save.
   

View Campaign Statistics

From the record details page, you can view the following statistics:

• Checked in Status
  
  A pie chart displays the number of attendees who have checked in and are yet to check-in to the event.
  

• Finance Flow
  

  The waterfall chart displays the following:
  

  • Total amount acquired from Sponsors and Tickets
    

  • Revenue generated from deals
    

  • Gross revenue, which is the combination of the total amount from sponsors and tickets along with the revenue generated from deals.
    

  • Expenditure 
    

  • Net amount, which is difference between gross amount and expenditure
    

    Here you have two options:
    

  • Include Open Deals associated with the Campaign (Event in Backstage) - If you enable this option, revenue generated from all open and closed won deals will be included in the above chart.
    

  • Exclude Deals associated with contacts - The revenue from the open deals will be added to the Revenue from deals graph, by default. You may exclude these values, if required.
    
    

• Ticket Details
  
  The complete statistics on the number of tickets  Available,  Sold and  Cancelled is displayed here.
  
  
  
• Sponsors, Speakers, Organizers list
  
  The Sponsors, Speakers, and Organizers added to the event in Zoho Backstage can be viewed from the record details page in Zoho CRM.
  
  
  

Filter Campaigns

A lead or contact in your CRM account may be part of multiple campaigns. You can use filters to sort a particular campaign from the Campaign related list in the record's details page. Specify the criteria for the fields based on which the records are to be filtered. You can add/remove the fields from the related list.

To filter records

1. Go to the Leads/Contacts module.
   
2. Select a record and go to the Campaigns related list.
   
3. Click the filter icon and choose/mention the criteria in the required field.
   
   
   
4. Click the drop-down arrow to display other fields and select the required fields.
   
   You can also re-order the fields.
   
   
   
5. Click Apply.
   

You can disable Zoho Backstage Integration if you want to dissociate Zoho Backstage from CRM temporarily.

Upon Disabling:

1. All campaigns will be unlinked from Zoho Backstage and you will no longer be able to access data from Backstage in Zoho CRM.
   
2. This sync will resume upon enabling Zoho Backstage.
   
3. Campaigns created in Zoho CRM will not be pushed to Zoho Backstage.
   

To disable integration

1. Go to Setup > Marketplace > Zoho > Zoho Backstage.
   
2. In the  Zoho Backstage Integration page, click  Disable.
   
   
   
   
   
3. In Disable the integration? popup, click Disable.
   

Deactivate Zoho Backstage Integration

You can deactivate Zoho Backsatge integration if you want to dissociate Zoho Backstage from Zoho CRM permanently.

Upon Deactivating:

1. You will not be able to connect the Zoho Backstage portal from Zoho CRM.
   
2. All the Zoho Backstage campaigns will be converted into offline campaigns and will remain as offline campaigns upon re-activating the integration.
   
3. Synchronization of data between Zoho Backstage and Zoho CRM will no longer be available.
   

To deactivate integration

1. Go to Setup > Marketplace > Zoho > Zoho Backstage.
   
2. In the Zoho Backstage Integration page, click Disable.
   
3. In  Disable the integration? popup, enable the  Deactivate radio button.
   
   
   
4. Click Deactivate.