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
  • Check-in lists
  • Start and end of participation
  • Further information

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  1. Attendees
  2. Setting up the registration
  3. Create templates for invoice, booking, participation and payment confirmation

Set up confirmation of participation

Configuration -> Attendee Registration -> Configuration

PreviousSet up booking confirmationNextUpdate attendance confirmation

Last updated 5 months ago

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For many attendees, it's important that their participation in an event can be confirmed, either as a simple record of attendance or with a detailed list of the courses attended, presentations given or the number of continuing education points earned. In Converia, there are many different configuration options for the certificate of attendance. There are a few things to keep in mind:

  • When using the check-in module, the certificate of attendance is always automatically made available for download in the participants' personal C3 after check-in. If check-in is used, it should be checked beforehand whether the certificate of attendance has been configured correctly.

  • If the check-in module is not used, the certificate of attendance can only be made available to a large number of people via a mailing.

  • Only one template can be stored in the system for all participants. The individual content is then generated using the substitutes.

First, set the date of the certificate and select the appropriate PDF template.

Depending on the application, more specific information can be provided or checked in addition to a general certificate of attendance.

Check-in lists

This is the standard way for confirmations of attendance, because it is not based solely on the booking, but on the actual attendance. A separate name can be stored for each check-in list for the confirmation of attendance. Those who have not checked in, for example, have not attended despite booking, will not receive a confirmation.

Configuration:

#:AddressesTitle:# #:FirstName:# #:LastName:# has successfully participated in the following days/courses:

#:participation.checkinLists:#

Check-in is required, and could also be done en masse by Converia with additional effort

Packages booked

The names of the packages booked on the confirmation of attendance are displayed here. Exceptions for individual packages can be defined by our developers so that they do not appear on the confirmation of attendance (e.g. city tour).

If our developers are to make any adjustments, we usually need about a week's notice to schedule the adjustments.

Configuration:

#:AddressesTitle:# #:FirstName:# #:LastName:# has successfully participated in the following days/courses:

#:booking.items:#

Based on booking and not on actual attendance (no attendance check).

The names of the packages are printed and there is no separate designation for the confirmation of attendance.

Exceptions lead to additional costs (do not print individual packages).

Start and end of participation

The earliest and latest dates of the individual booking options are determined from the booking. This requires that the dates in the responses are configured correctly.

Configuration:

#:AddressesTitle:# #:FirstName:# #:LastName:# successfully participated in the event from #:ParticipationBegin:# to

#:ParticipationEnd:# successfully participated in the event.

Based on booking and not on actual attendance (no attendance monitoring).

The dates of the responses must be carefully maintained.

Gaps in attendance cannot be identified.

Further information

  • Update participation confirmations.

on the topic of participation confirmations

Converia Power Session
Fig. 1: Configure certificate of attendance