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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  • General Settings
  • Options
  • Case study

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  1. Attendees
  2. Setting up the registration
  3. Vouchers

Configure types of vouchers

Configuration -> Attendee Registration -> Voucher categorie

PreviousVouchersNextCreate and manage vouchers

Last updated 6 months ago

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In order to create vouchers or send them by e-mail, voucher types must first be created. The voucher types serve as categories for the internal assignment of created vouchers.

General Settings

The name and expiry date for the voucher type can be defined in the general settings. The name can be freely chosen and is only used for internal allocation. The expiry date can be selected using a calendar picker. Both details can also be changed at a later date.

The date selected here will be the default value for all newly generated codes of this voucher type. It should be chosen carefully and, if in doubt, with a larger time buffer to avoid problems with expired voucher codes. The expiry date of individual codes that have already been generated can also be adjusted in .

Options

After the designation and expiration date have been defined for voucher types, the effects and impacts of vouchers can be configured.

Pre-selected packages in the shopping cart

When vouchers are activated during the registration process, a selection of offers for a specific price group is automatically added to the shopping cart. If this is to be possible for several price groups, additional voucher types must be created for each price group.

Please note that queries within offers can no longer be answered once they are in the shopping cart.

Package discount

It is possible to give relative (%) or absolute (€) discounts on packages, depending on the price group. Multiple entries per price group can be made. For additional price groups, new voucher types should be created.

Category discount

This relative (%) or absolute (€) discount is independent of the price group and applies to the entire category.

Activate hidden price groups

This voucher effect is most often used to easily restrict entire offer structures and make them accessible via vouchers. The prerequisite for this is a separate price group that is not visible in the frontend (Fig. 2).

Make payment methods visible

You can create vouchers that enable a specific payment method. This payment method must be set up, active and not visible in the event.

Generate vouchers (in bulk)

Directly generating a large number of vouchers in voucher types only makes sense in a few scenarios, for example, when using an external solution for a planned mail merge.

In the “Generate vouchers” tab, any number of voucher codes can be created. The voucher codes always consist of a random combination of numbers and letters.

  • To do this, enter the required number of vouchers of the desired type, followed by a click on Generate.

  • The created codes can then be copied either directly from the blue message (Fig. 9, point 1) or from the list in the Vouchers tab (Fig. 9, point 2).

Case study

Scenario: Vouchers to activate hidden price groups for speakers

The Manual Conference 2024 offers special, hidden price groups for speakers that are not publicly accessible. These price groups allow speakers to register at a greatly reduced price or for free. These special price groups can be activated using voucher codes.

Process:

Creating hidden price groups:

  • This price group can only be unlocked with a voucher and is not visible to the general public.

  • An email template is created using the Converia email module.

  • The voucher code is automatically integrated into the email using a replacement function and then the email is sent to selected speakers.

Redeeming the voucher:

  • The speakers enter the voucher code when they register, which automatically activates the hidden price group and enables discounted or free participation.

Monitoring and administration:

  • The organizers with backend access can use Converia to track which speakers have redeemed their vouchers and how many have not yet been redeemed.

Payment methods can also be restricted to a specific price group. This is configured directly in the corresponding payment method; see .

It is usually not necessary to create vouchers in advance. can be created easily at any time, provided that suitable voucher types have been set up.

If voucher codes or links for registering with a voucher are to be sent via mailing from Converia, this is done using the replacer in the email module, see

In Converia, a special is created for speakers, which, for example, grants a reduced or free registration fee.

Creating and :

Enabling and Restricting Payment Methods for Persons and Countries
Individual voucher codes
Sending vouchers by email
price group
sending vouchers via email
voucher management
Fig. 1: Voucher settings
Fig. 2: Pre-selected packages in the shopping cart
Fig. 3: Package-related price reduction
Fig. 4: Category-related price reduction
Fig. 5: Activate hidden price groups
Fig. 6: Disabling the visibility of price groups, excerpt from the quotation wizard
Fig. 7: Make payment methods visible
Fig. 8: Generate vouchers
Fig. 9: Voucher codes