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
  • What does the speaker management module do?
  • Activating the module
  • Adding invited contributions or sessions
  • Adding speakers to a post and changing their status
  • Conference planner
  • Manage speakers in the backend
  • Sending e-mails
  • The speaker portal

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  1. Attendees

Speaker Mangement

PreviousThe booking assistantNextCheck-In on site

Last updated 2 months ago

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What does the speaker management module do?

Speaker management consists of two parts. The backend module, which event organizers work with, and a frontend portal for the event's speakers.

The module makes it possible to invite speakers, view the status of speakers or remind them directly from the system, manage substitutes after a cancellation and schedule speakers. This allows you to keep track of events with many speakers at all times.

But the module also offers advantages for speakers. They can use the speaker portal to accept or cancel events, edit their abstract in the module, upload their presentations and agree to recordings for hybrid events, for example. In addition, your speakers can contact the others responsible for their session or you as the organizer directly.

Activating the module

If the functionality is to be used, the Converia team activates the module for the desired event.

If no corresponding page has been created in the copy template, a page with the action name show_invitee and the module content InviteeDashboard must be created in the CMS. The FrontendModule FullWidth template must be used for this page.

Adding invited contributions or sessions

Speakers have a contribution or session assigned to them. An invited contribution can be recognized by the small crown symbol next to the name, which is visible next to the name in the backend as well as in the VSB backend. These contributions are created using the Invited contribution/Invited session checkbox and can be scheduled in the VSB without a review. It is not possible to change this status at a later date! In the case of an invited contribution, the person submitting it automatically becomes a speaker. However, it is also possible to add a speaker to a submitted contribution. This turns the regularly submitted contribution into an invited contribution; in this case, too, it is not possible to change this status at a later date.

Adding speakers to a post and changing their status

A speaker can be added to an existing contribution. To do this, you need to use Add invited person for the author of a contribution. The speaker must have the status “confirmed” for them to be displayed in the VSB under the speakers of a post. In the case of invited contributions, these become visible as soon as one of the authors has accepted.

If the status is set to Invited, the speaker must still accept or cancel in the speaker portal. Planned and Rescheduled are largely identical. The latter is intended to indicate changes, e.g. if two sessions have been swapped and to take the speaker's wishes into account. After making changes in the speaker portal, speakers have once again the option of canceling or accepting.

Conference planner

In the conference planner, invited contributions can be recognized by the crown symbol next to the contribution ID. New invited contributions can be added using the Create New contribution function (see "Adding invited contributions or sessions"). If you now schedule a contribution or change the time, you will be asked whether the status of the invitation should be synchronized. If Yes, the status is set to rescheduled; if No, it remains as it currently is.

If you do not want to be asked whether the status of the invitation should be synchronized for every post, you can check the box Save decision. This decision can be reversed at any time in the Settings tab.

Manage speakers in the backend

A menu item for managing speakers is available in the backend under Administration -> Submission of contributions. It has two lists:

  • A list sorted by authorship, so that a person can appear here more than once, and a list sorted by person.

  • The list of persons contains the number of invited contributions; by clicking on the name of the person, details of the contributions can be viewed.

Mass actions are available in the list by author. “Set replacement person active” sets the status to ‘planned’ and the author is replaced by the person set as the replacement person. If the replaced author was also the submitter, the new person is also inserted here.

Sending e-mails

Emails can be sent to specific speakers via mass actions. To do this, filter the list according to the requirements, select all and click on Send email and invite in the mass actions. An overlay then opens in which the email can be composed.

Note the type of e-mail, this controls the invitation status when the e-mail is sent.

In the table by author, you can view the last email and see how many reminders have already been sent. In queue means that the email has not yet been processed. You can only filter for fixed time periods based on best practices. For example, it is possible to remind all speakers whose last action in the front end was three months ago.

There is also a special replacement Link to the administration module for speakers. This creates a link where the speaker can conveniently assign a password and user name and is then forwarded directly to the speaker portal.

The speaker portal

If the speaker portal has been created and activated as described in the "Activating the module" section, it can be accessed either via one of the links generated in the emails or in C3 under Invitations.

In the portal itself, relevant information can be viewed and acceptances and rejections can be made. In later steps, it is possible to change the abstract of the assigned contribution if the speaker is entered as a submitter.

A note can be displayed in the upper area of the portal, depending on whether a speaker has assigned sessions, contributions or both. In the lower area, there is an optional link for registration so that the speaker can book their participation immediately after accepting. This link only becomes clickable once all invited contributions have been accepted or canceled.

👨‍💻
Figure 1: Creating the speaker portal in the CMS
Figure 2: Invited contributions are highlighted with a crown symbol
Figure 3: Add invited persons
Figure 4: Sending emails from the speaker module
Figure 5: The speaker module in the frontend
Abb. 2: Eingeladene Beiträge werden mit einem Kronen-Symbol hervorgehoben
Abb. 5: Das Referent:innenmodul im Frontend
Abb. 4: E-Mails aus dem Referent:innenmodul versenden
Abb. 3: Eingeladene Personen hinzufügen
Abb. 1: Das Referent:innenportal im CMS anlegen