Converia Manual
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  • đźš§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
  • Setting up pre-registration
  • Mail dispatch & double opt-in
  • Email templates
  • Include additional fields in the pre-registration
  • Restrictions in the configuration

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  1. Attendees
  2. Setting up the registration

Inquiry of interest before the start of registration: Pre-registration

Configuration -> Attendee Registration -> Pre-registration

PreviousActivation of the registrationNextBasic setup of the registration

Last updated 2 months ago

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Pre-registration can be used if expressions of interest are to be collected before the start of the official attendee-registration in order to inform about the start of the registration (or similar) later with a mailing.

Pre-registration is not a proper registration for attendees, but serves as a registration for a newsletter.

Setting up pre-registration

Pre-registration must be activated by selecting active or inactive and by selecting the registration start and end dates. Pre-registration only works if both conditions are met.

If the pre-registration is not displayed in the frontend despite activation in the basic settings, the Converia Support can help. It may be necessary to activate it at another level.

Mail dispatch & double opt-in

Here you can specify, whether the confirmation-email should be active or inactive after successful pre-registration.

The prerequisite for the double opt-in procedure is an activated e-mail dispatch!

Double opt-in means that the person who has registered must confirm this registration again by clicking on a link contained in the confirmation email. This procedure is mandatory for a GDPR-compliant newsletter registration.

The complete personal data can only be viewed and worked with in the backend, if the confirmation link has been called up. If the link has not been activated on the receiving page, no further data can be viewed apart from the time of registration (Fig. 2).

Email templates

The following Email-templates including substitutes can be used for the confirmation email. Other substitutes from the system may not work and should be tested before enabling the pre-registration.

Subject

#:ConferenceName:# - Pre-Registration

Mail

Dear #:Addresses:# #:Title:# #:FirstName:# #:LastName:# #:Suffix:#,

You have pre-registered for #:ConferenceName:#. As part of our security policy we ask you to activate your registration by clicking on the link below:
#:SubscribeLink:#
We have received the following information from you:
#:PreRegistrationInput:#
If you want to unsubscribe, please follow the link below:
#:UnsubscribeLink:#

Thank you for your pre-registration.

The Organising Committee of #:ConferenceName:#

Include additional fields in the pre-registration

Additional fields for queries in the frontend can be configured in the Options tab (Fig. 3 & 4).

  1. Change the order of the fields.

  2. The key is the short name for the fields. This is not displayed in the frontend, but in the confirmation email, which lists all the details that the person has entered.

  3. The name of the fields for the active languages is entered here.

  4. Select the desired field type:

    • Text (single-spaced) - Singleline-text input field

    • Text (multi-line) - Multiline-text input field

    • Check box - Simple box to check

    • Topic - The selection options stored here are based on the subject areas of the paper-submission

    • Captcha/Anti spam – Special input field to check whether the form has actually been filled in by a human

Restrictions in the configuration

Pre-registration is currently only configurable to a certain extent. For example, additional fields can be:

  • Not defined as mandatory fields.

  • There is no field type for a free selection (drop-down list).

  • Additional fields can only be displayed under the existing standard fields.

  • There is no option to divide the form visually using headings.

If one of these restrictions hinders the implementation of the planned pre-registration, it is possible to include further queries via additional fields later in the official attendee-registration or paper-submission.

If the pre-registration is not displayed in the frontend despite activation in the basic settings, please contact the Converia Support. It may still need to be activated at a higher level.

The email address in the email contact serves as the sender address. When creating the contact data record, the same instructions apply as for .

other contacts
Fig. 1: The configuration-screen of the pre-registration
Fig. 2: On this entry, the double-opt-in confirmation-link hasn't been called up yet
Fig. 3: Setting up the additional fields in the “Options” tab
Fig. 4: View of the added custom fields in the frontend
 Fig. 1: The configuration-screen of the pre-registration
Fig. 2: On this entry, the double-opt-in confirmation-link hasn't been called yet
Fig. 3: Setting up the additional fields in the “Options” tab
Fig. 4: View of the added custom fields in the frontend