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
        • Set contingents
          • Set contingents for offers
          • Set contingents for booking options (answers) within offers
          • Display utilization of contingent offers in the frontend
          • Deposit total contingents 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 persons and attendees
      • 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
  • Edititing offer properties
  • Editing links and sub-packages
  • Questions
  • Answers
  • Subpackages
  • Period-dependent bookings

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  1. Attendees
  2. Setting up the registration
  3. Create the offer overview
  4. Create offers and their structure in the offer wizard

Extended configuration options for offers

Configuration -> Attendee Registration -> Offer Wizard -> Extended configuration

PreviousExtended configuration options for categoriesNextAdditional mail attachments and mail texts for certain offers

Last updated 1 day ago

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The extended package configuration is used to revise existing settings for the offer packages and to make additional adjustments that are not available in the offer wizard for the sake of clarity.

To view the offers, click on the name of the category that contains the corresponding offers.

There are two processing areas:

  1. You can edit the offer properties (description, service type, prices, etc.) via the blue pencil icon (Fig. 1, point 1).

  2. Questions, answers, associated sub-packages and the configuration of period-dependent bookings linked in the offer can be accessed via the blue package icon (Fig. 1, point 2).

You can also create offers in the extended package configuration (Fig. 1, point 3), but in this case no response is created, as happens automatically in the offer wizard.

Edititing offer properties

Explanations of the points in Fig. 2:

  1. Switch to the 2nd editing view, in which links to questions & answers and sub-packages can be edited (more on this below under 2. Editing links and sub-packages).

  2. Switch to the pre-filtered booking overview. All bookings containing this offer package are displayed.

  3. Creates a clear Excel export with all persons who have booked this package. More detailed exports can be downloaded in the booking overview.

  4. Optional documents that are sent as an attachment to the booking confirmation email if the booking contains this offer. Make sure that the document has a file size that can still be sent by email.

  5. Move offer packages to another category.

    • Prerequisite: The booking confirmation email template must also contain the offer package replacer (#:booking.packages:#) from the Booking folder. The text stored here is inserted into the email via this replacer.

  6. Specify how often this package can be booked per person (also applies to subsequent bookings). By default, each package can only be booked once per person.

  7. The explicit number selection can only be activated in the frontend if a number >1 is entered in the field above. A field is then displayed next to the price in the offer in which you can select how often the offer should be added to the shopping cart (see Fig. 3).

  8. Specify whether this offer is to be sold on account of third parties (e.g. hotel rooms). Such items are listed in the participant registration and the invoice, but the price is not included in the invoice total.

  9. Hide the offer completely in the frontend. It is also no longer displayed for price groups for which this offer would be visible, as a price is stored. This function is useful for packages that are no longer/not yet allowed to be booked in the frontend but should still be available in the backend.

  10. Deactivate the package in the frontend and backend. This means that the package is no longer available in booking processing and in the offer overview in the frontend. This variant is preferable to deletion if the offer package is already included in bookings.

Editing links and sub-packages

This area of the extended package configuration contains important links and elements that can be used to control quotas, additional booking options or the configuration of different tax rates within an offer. If activated, information on period-dependent bookings (e.g. hotel room contingents) can also be stored here.

Questions

Answers

Questions and answers are not deleted and are still available under Administration -> Organization & Planning -> Questions and Answers.

Subpackages

Sub-packages are created and edited here. Multiple sub-packages can be created for each offer package to reflect different tax rates within the offer. All information on this is described in the chapter Mapping different tax rates within one offer.

Period-dependent bookings

Editing questions and answers can quickly become confusing at this point. This area should only be used for removing and adding links. Content changes should be made either in the offer wizard or in the administration of questions and answers under Administration -> Organization & Planning.

You can perform many actions in this overview. The overview of all price groups and their prices is important for the , for example, and you can also store names and descriptions for different languages here. The internal name at the top serves as a fallback if there is no entry for an active language.

Store notes that are included .

Set the for the package.

The Questions tab contains all that are linked in the offer and visible in the frontend. Answers are indirectly linked to the offer package via these questions. The blue pencil icon can be used to edit the questions and remove or add underlying answers. The red X can only be used to remove links between offer package & question or question & answer.

Shows all answers directly linked to the offer package without a question in between. These answers are created automatically as soon as an offer package is created in the wizard. Directly linked answers are not visible in the frontend. They are used to . Existing answers can be linked as counters via Add answer; the link is removed via the red X.

If an offer with sub-packages is to be discounted using a voucher, the discount must be stored for the sub-packages to which it applies and not for the offer. More information can be found .

The period-dependent bookings are a chargeable additional module that can be used to control room quotas for hotel bookings. All the necessary information on how to set this up can be found in the for participants section.

configuration of sub-packages
in the booking confirmation email when booking this offer package
tax rate
additional queries
count and control contingents
here
Hotel bookings
Fig. 1: Calling up the individual offers
Fig. 2: Editing the offer properties
Fig. 3: Number selection of an offer in the offer overview in the frontend
Fig. 4: Editing questions, answers, sub-packages and period-dependent bookings
Fig. 5: Linked answers
Fig. 6: Linked subpackages
Fig. 7: Period-dependent bookings
Fig. 2: Editing the offer properties
Fig. 4: Editing questions, answers, sub-packages and period-dependent bookings
Fig. 6: Linked subpackages