Zoho Backstage

Deliver Professional Events with Power, Precision, and Simplicity

Course Brief

Zoho Backstage is a comprehensive event management solution, and this course is your complete guide to mastering it. Designed by Pinnacle’s experts, the course walks you step-by-step through every module, feature, and best practice for running high-impact events across virtual, in-person, or hybrid formats.

You’ll learn how to create branded event websites, set up session agendas, manage speakers and sponsors, and engage attendees through polls and live feedback. You’ll also discover how to automate tasks, analyze event data, and integrate Backstage with tools like Zoho CRM, Campaigns, and Meeting.

Each lesson is designed for real-world application with practical examples, checklists, and exercises to reinforce learning. Whether you’re a first-time user or scaling your event strategy, this course equips you with the skills and confidence to deploy Zoho Backstage effectively and independently.

Curriculum

Chapter 1: Introduction to Zoho Backstage

Lesson 1.1: What Is Zoho Backstage and Who Is It For?

Lesson 1.2: Understanding the Event Lifecycle in Backstage

Lesson 1.3: Navigating the Zoho Backstage Interface

Chapter 2: Setting Up Your Event Portal

Lesson 2.1: Creating and Branding Your Event Portal

Lesson 2.2: Managing Portal Users, Roles, and Permissions

Lesson 2.3: Customizing Global Settings and Domain Preferences

Chapter 3: Creating and Managing Events

Lesson 3.1: Starting a New Event: Formats, Layouts, and Templates

Lesson 3.2: Setting Up the Agenda, Tracks, and Sessions

Lesson 3.3: Managing Venues, Rooms, and Virtual Links

Lesson 3.4: Cloning Events and Using Reusable Structures

Chapter 4: Speaker and Sponsor Management

Lesson 4.1: Adding Speakers, Assigning Sessions, and Managing Bios

Lesson 4.2: Creating and Displaying Sponsor Tiers and Benefits

Lesson 4.3: Customizing Exhibitor and Sponsor Visibility

Chapter 5: Registration and Ticketing

Lesson 5.1: Creating Ticket Types and Setting Access Rules

Lesson 5.2: Customizing Registration Forms and Fields

Lesson 5.3: Managing Payments, Discounts, and Approvals

Chapter 6: Building Your Event Website

Lesson 6.1: Designing the Event Site Using the Page Builder

Lesson 6.2: Adding Content, Custom Sections, and Media

Lesson 6.3: Branding, Navigation, and Multilingual Setup

Chapter 7: Promoting Your Event

Lesson 7.1: Sending Invitations and Email Campaigns

Lesson 7.2: Social Media Tools, QR Codes, and Promo Banners

Lesson 7.3: Tracking Campaign Effectiveness and Registrations

Chapter 8: Managing the Live Event Experience

Lesson 8.1: Onsite Check-In and QR Code Badges

Lesson 8.2: Moderating Sessions, Announcements, and Polls

Lesson 8.3: Mobile App Experience for Attendees

Chapter 9: Hosting Virtual and Hybrid Events

Lesson 9.1: Enabling Virtual Mode and Streaming Sessions

Lesson 9.2: Engaging Virtual Attendees with Interactive Tools

Lesson 9.3: Managing Time Zones, Access, and Recording Options

Chapter 10: Post-Event Wrap-Up and Analytics

Lesson 10.1: Collecting Feedback and Session Ratings

Lesson 10.2: Downloading and Analyzing Reports

Lesson 10.3: Creating and Sharing Event Archives

Chapter 11: Final Setup Checklist and Support

Lesson 11.1: Final Pre-Launch Checklist for Any Event

Lesson 11.2: Testing and Verifying All Components

Lesson 11.3: Getting Support and Using Zoho’s Help Resources

Chapter 12: Best Practices for Long-Term Success

Lesson 12.1: Planning Recurring and Multi-Event Strategies

Lesson 12.2: Connecting Event Data to CRM and Marketing Tools

Lesson 12.3: Scaling and Standardizing Branded Event Experiences

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Legal Notice

The content of this onboarding course is provided for educational and instructional purposes only. All information is based on the current functionality of Zoho products at the time of development. Zoho frequently updates its solutions, and while we strive to keep course content accurate and up to date, Pinnacle Business & Marketing Consulting, LLC is not responsible for any discrepancies, changes, or feature updates made by Zoho Corporation Pvt. Ltd. after course publication.

“Zoho” and all related product names and logos are trademarks of Zoho Corporation Pvt. Ltd., used here under fair use for training purposes. This course has been independently developed by Pinnacle Business & Marketing Consulting, LLC, an authorized Zoho Partner since 2020, and is not directly affiliated with or endorsed by Zoho Corporation Pvt. Ltd.

By using this course, you acknowledge that all materials are protected by copyright and may not be copied, distributed, or reused without written permission from Pinnacle.

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