Converia Manual
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  • 🚧Under Construction
  • Converia at a glance
  • Glossary
  • General
    • A new event in Converia
      • Create a new conference
      • Central settings and individualization
        • Conference name, location and date
        • Header, logo and visibility
        • Contact information
          • General contact
          • Registration contact
          • Contact person for submission and review of papers
        • Central form settings for entering personal data
        • Mandatory information (General terms and conditions, Imprint, Privacy policy)
          • Add and link terms and conditions (GTC)
          • Add and link a privacy policy
          • Add and link imprint
    • Your own Converia website
      • Article
        • Add and edit article categories
        • Add and edit articles
          • Types of articles
            • Create articles with Rich Text Editor (RTE)
          • Article languages
      • Page structure
        • Create and edit folders
        • Create and edit pages
          • Page templates
          • Action names
          • Page content and modules
            • Restrict the visibility of page content
          • Page link
      • Structured data
      • Media
      • Link the organizer's external website
    • Email communication from Converia
      • Create and send emails
        • Send vouchers by email
        • Send link for password reset
        • Send link to participation confirmation
        • Send account information for (imported) persons
      • Send emails from the booking list
    • Archiving conference data after an event
  • Attendees
    • Setting up the registration
      • Checklist: Have you considered everything before starting the registration?
      • Activation of the registration
      • Inquiry of interest before the start of registration: Pre-registration
      • Basic setup of the registration
        • Request of attendee-data in the registration process
          • Standard form fields
          • Custom fields for all persons
          • Custom fields for certain groups of persons
        • C3 - The login area for attendees
        • Methods of payment
          • Simple customization of existing payment methods
          • Creating new payment methods
          • Special case: Free participation as a payment method
          • Enable and restrict payment methods for persons and countries
          • QR-Invoice
        • Free events without invoices
        • Providing the booking confirmation before or after receipt of payment
          • Providing the booking confirmation: Only for paid invoices
          • Providing the booking confirmation: Never
          • Providing the booking confirmation: Upon confirmation
        • Individual information texts and additional information in the registration process
          • Customized content on the final page
      • Create the offer overview
        • Tips for working in the offer wizard
        • Create offers and their structure in the offer wizard
          • Extended configuration options for categories
          • Extended configuration options for offers
            • Additional mail attachments and mail texts for certain offers
          • Define dependencies between offers
        • Price groups (types of participation)
        • Extended configuration of price groups
          • Mail attachments for certain price groups
        • Define registration periods
        • Questions and answers
          • Overview of answer links
          • Hide/deactivate offers automatically
          • Additional queries within offers
          • Editing questions, answers and links
          • Clean up answers
        • Setting quotas
          • Set quotas for offers
          • Set quotas for booking options (answers) within offers
          • Display utilization of contingent offers in the frontend
          • Deposit total quotas across all offers
          • Deposit contingent for early bird discounts
          • Set up waiting list for fully booked offers
        • Restrict the visibility of offers
        • Map offers for accompanying persons
        • Hotel bookings for attendees
        • Mapping tax rates
          • Create new tax rates
          • Mapping different tax rates within one offer
        • Reverse charge in the booking process
          • Reverse charge setup
          • Reverse charge procedure in the front end
          • Reverse charge procedure in the backend
      • Create templates for invoice, booking, participation and payment confirmation
        • Set up invoice document
        • Set up booking confirmation
        • Set up confirmation of participation
        • Update attendance confirmation
        • Set up payment confirmation
      • Cancellation terms
      • Vouchers
        • Configure types of vouchers
        • Create and manage vouchers
      • Lists of participants for organization and information
      • Create surveys for participants
    • Manage people and participants
      • Language of a person
      • Find and synchronize duplicate personal entries (duplicate synchronization)
      • Persons in papers – author addresses vs. main address
      • Import people into Converia
        • Reviewer Import
        • Members
          • Configure matching criteria for member lists
      • Optimal overview of the registration status: customize the dashboard display
      • Managing bookings and invoices
        • Create new bookings
        • Create new invoice
        • Update invoices
        • Cancellation at a glance
          • Cancel an invoice
          • Cancel a booking
          • Editing or canceling booking options
            • Edit an offer
            • Charge a handling fee and show it on the invoice
        • Change invoice recipient or billing address
        • Insert additional information on individual invoices
        • Complete incomplete booking in the backend
        • Add to or edit booked offers
          • Adjust price group retroactively
          • Adjust payment method retroactively
          • Add a voucher retroactively
        • Exchange participants in a booking
        • Export invoices
        • Extended statistics
      • Managing payments in Converia
        • Send payment reminders (dunning letters)
        • Change payment method of participants
        • Make backdated payments
        • Make a credit card payment in the backend
        • Enter payment or credit memo for an invoice
        • Payment exports
        • Accounting interface
      • Import bookings into Converia
        • Create predefined shopping cart
        • The booking assistant
    • 👨‍💻Speaker Mangement
    • 👨‍💻Check-In on site
      • Payments on site for ticketing customers
      • Set up self-service
      • Configuring the scanner for on-site use
  • Papers
    • Configuration of paper submission
      • Configuration of abstract submission
      • Custom frontend submission text
      • Paper topics
      • Forms of presentation
    • Configuration of reviewing process
      • Activation, phases and deadlines
      • Define review criteria
      • Revision of the paper by the submitter
      • Test of the review in the frontend
      • Create reviewers and assign topics
      • Assign papers to reviewers for review
  • Tips for reviewers: How to review many papers faster
  • Ticketing-Processing with Converia
    • General information
      • Distribution of attendees' funds
      • Who is responsible for cancelations or rebookings?
      • Cancellation or rebooking costs
      • Test bookings
      • Send payment information for (subsequent) payment
      • Contact details
  • ADMINISTRATION
    • Rights management for Backendusers
    • Data cleansing in Converia
    • Create subsequent subportal (language)
    • Adding Custom Fields
    • Adding new Payment processors
    • Converia APIs
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On this page
  • Definition
  • Important Note on Execution
  • How Data cleansing works
  • Events and Persons
  • What happens when deleting an event?
  • What happens when deleting a person?
  • Requirements for successful deletion
  • Deleting personal date

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  1. ADMINISTRATION

Data cleansing in Converia

Administration -> All conferences -> Data cleansing

PreviousRights management for BackendusersNextCreate subsequent subportal (language)

Last updated 3 months ago

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With the help of data cleansing, personal data can be deleted from the system in compliance with the GDPR.

This feature is only available in consultation with Converia, for customers with a framework agreement without ticketing service. For customers with a framework agreement without access to the feature, data cleansing by Converia employees only takes place after notification or consultation.

Definition

Data cleansing

Option to delete conference and personal data in accordance with the GDPR

Conference data

Contributions and bookings of a person in an event

Personal data

Includes the personal data record incl. login

Deletion period

Period that specifies the point in time from which data is to be deleted. Example deletion period 24 months: Data that is older than 24 months and fulfills the other conditions (see below) is deleted.

Important Note on Execution

Deleting records in the database is a relatively resource-intensive action and requires updating the corresponding table indexes. This can block certain other actions on the database. Therefore, with many other concurrent write accesses and larger databases, both the deletion process and other accesses can significantly slow down.

The data cleansing should always be performed outside of regular business hours.

How Data cleansing works

Events and Persons

In Data cleansing, a distinction is made between deleting events (conference data) and persons (personal data). It is advisable to delete in the events section first, as personal data is only deleted if they are no longer associated with any conference data.

What happens when deleting an event?

When an event is deleted, the following occurs:

  • Bookings, contributions, sessions, etc., are permanently deleted.

  • The framework (the structure for subportals) remains but is marked as deleted in the database, making the event no longer accessible in the backend or available in selection lists.

  • The (inactive) subportals with configurations and CMS content remain and are theoretically still accessible/activatable in the backend. However, they cannot be used further as a template.

  • In the media browser, items such as PDF templates remain. These can still be linked in future events if the original event was used as a template. Other system folders in the media browser containing personal data are deleted (papers, invoices, person-files, etc.).

What happens when deleting a person?

  • Personal records are permanently and irreversibly deleted, similar to the associated conference data when deleting events (usually the previous step).

  • Special case merged records (Deduplication): During merging, two personal records A and B are marked as deleted in the database and combined into a third record C. The old records marked as deleted are also intended for complete deletion during data cleansing and are included in the cleanup. From the moment of merging, they automatically meet all criteria for deletion within the framework of data cleansing.

Requirements for successful deletion

Events

  • Events must have been deactivated in the basic settings, and bookings or papers must be (have been) present for them to be proposed for deletion.

  • A start and end date must be defined in the basic settings.

  • The end date is used to determine whether the event falls within the deletion period.

Persons

  • Personal records are marked for deletion if they have not been active within the specified period, meaning no new conference data for or by them has been generated in the backend.

  • Logging in on the frontend does not count as activity.

  • Personal records are only deleted if they no longer have associated conference data. Otherwise, a message such as the following will appear:

Deleting personal date

There are three selection options when deleting persons and their personal data.

1 - Deletion without event assignment

Recommended approach for large-scale data clean-up. Without filtering, simply select options Select visible. For deleting over 5000 personal data records, proceed in 5000 increments. Adjust the pagination at the end of the list to 5000, then select Select Visible and initiate the deletion process.

If no conference selection is made in the filter, personal data records will always be targeted for deletion without event association.

2 - Deletion Related to Events - Persons Assigned Exclusively to the Event

This allows for the targeted deletion of event-related records, purging all personal data sets that have conference data solely in the selected event. If a personal data record is also linked to another event (Note: Conference data does not matter in this context), it will not be proposed for deletion.

If deletion is performed in this manner, there is a risk that individuals with multiple event connections will never be considered for cleanup and may fall through the cracks.

3 - Deletion related to events - All persons assigned to the event

This allows for the targeted cleaning of a specific event and all its contained personal data sets, irrespective of whether there are links to other events, as long as no relevant conference data is present, preventing deletion.

Fig. 1: Events area in data cleansing
Fig. 2: Person has been flagged for deletion, but cannot be finally deleted
Fig. 3: Selection options for deleting persons
Fig. 1: Events area in data cleansing
Fig. 2: Person has been flagged for deletion, but cannot be finally deleted
Fig. 3: Selection options for deleting persons