Define dependencies between offers

Configuration -> Attendee Registration -> Offer Wizard

There are often dependencies that need to be taken into account in the offer structure: Offers that can only be booked in combination with another offer (e.g. conference ticket + gala dinner) or offers that exclude each other due to a time overlap and therefore cannot be booked together.

This chapter explains how to configure various rules and what you need to bear in mind.

If the configuration options in the backend are not sufficient to fully map the offer selection rules for the event, it is also possible to define extended shopping cart rules. Converia Support will create these if required.

1. Offers can only be booked in combination

Mandatory category (restriction at the category & offer package levels)

If it is to be ruled out that basic offers can be skipped, mandatory categories should be used, i.e. mandatory offers are grouped into one category from which at least one offer must be selected (Fig. 1). It is also possible to work with several mandatory categories.

Example

Conference participation is a mandatory category for which a fee is charged, while the associated workshops are optional and free of charge. However, these may only be booked in combination with conference participation. The workshops are therefore listed in a separate category, which is not a mandatory category.

Fig. 1: Mandatory category conference participation in the offer overview

The mandatory category configuration can be made in the offer wizard:

• Click on the category title and tick the Mandatory category checkbox in the editing area (Fig. 2).

Fig. 2: Configure mandatory category

2. Booking options as a mandatory query in offers (restriction at the offer package & question levels)

Another possible combination is the use of offers with mandatory queries. This means that the offer package itself can be optional, but anyone wishing to book it must answer the associated query. It should be noted that the selection of answers cannot have any effect on the price of the offer.

Example

If you would like to book the optional workshops, you must select a workshop (Fig. 3).

Fig. 3: Mandatory workshop selection within an optional offer

The setting is made in the question:

• Open the Questions & Answers section in the desired offer package and add the question or edit the existing question by clicking on the title.

• For the number of selectable answers (Fig. 4), either Exactly n answers or At least n answers must be selected to make it a mandatory question (Fig. 4).

Fig. 4: Configuration of the mandatory query within an offer

When using quotas for mandatory offers or queries, it should be noted that these can no longer be booked as soon as the quota is exhausted. This may mean that the person making the booking can no longer complete the registration process.

3. Offers may not be booked together

In another scenario, it may be necessary to exclude the combination of two or more offers in the booking process. There are also various options for this, depending on the requirements:

Exclude booking of multiple offers from one category

In the offer wizard, you can define how many offer packages can be booked per category: A maximum of one offer or several (Fig. 5).

This setting is useful if chargeable offers of the same type but at different prices are not to be combined.

Example

A) The category “Conference participation” contains 3 offers: 3 day tickets at 145€ each and one offer for the complete conference for 400,00 €. A maximum of one offer in this mandatory category may be selected: Day 1, Day 2, Day 3 or the full ticket.

B) There are various fee-based workshops. There is one category per time slot, from which one of the 3 workshops (€ 50.00, € 60.00 and € 70.00) can be booked.

Fig. 5: Define offer selection per category

Exclude combination of booking options via questions & answers within an offer

If the concurrent workshops from the example under B) are all offered at the same price, the following variant is recommended:

The workshop selection within an offer should be presented as question(s) with answer options. Either Exactly 1 answer(s) or Maximum 1 answer(s) must be defined as a selection option in order to prevent multiple answers being selected for one question.

In this way, a large number of workshops can be clearly displayed as booking options and it is possible to query several timeslots in one offer if required (see Fig. 6).

Questions and answers have no influence on the price of the offer package.

Fig. 6: Workshop selection for several timeslots in one offer package

Further information

• Additional queries within offers
• Set quotas
• Creating the quotation overview
• Creating quotations and their structure in the quotation wizard