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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  • Basic Settings
  • Data transfer from template event

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  1. General
  2. A new event in Converia

Create a new conference

Administration -> All conferences -> Create conference

PreviousA new event in ConveriaNextCentral settings and individualization

Last updated 5 months ago

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To create a new conference or event in Converia, you don't need much information apart from a few basic information.

  • What is the name of the conference? The name can be changed later, but not the internal short description, which is used in some places in the backend and ideally indicates the conference name and the year. Example: Manual Conference 2024 = MC24

  • How many languages are required and which one should be the primary language? It is important to note that the amount of content increases with each additional language.

  • Is there a previous event on the installation whose settings and data are to be copied to the new conference?

When copying a previous year's event, make sure that the desired languages are set up in the template. Otherwise there will be .

Basic Settings

  • Conference name - mandatory information that can be changed later. The conference name is displayed in many places - in the backend, frontend, emails and documents.

  • Abbreviation - also a mandatory entry that can be changed at a later date. Is used, for example, as the sender name for emails. A maximum of 15 characters including spaces is possible.

  • Internal description - internal abbreviation that cannot be subsequently changed as a description for the event in the file system. Not visible for frontend users.

  • Primary language - Selection of the main language and, if required, other languages (secondary languages) of the conference. The primary language can be changed at a later date.

Data transfer from template event

There are two options for transferring data:

(a) The new conference is created using the Converia copy template. This is configured so that new conferences are equipped with all useful information.

(b) The new event is created on the basis of a previous conference. Existing settings and data should be adopted.

  • Import personal data (a) Not necessary, as there are no personal data records in the copy template. (b) Possible, but not absolutely necessary. If there is also access to the template event, the personal data of the template event can be accessed from the new event using the cross-conference search (note: take personal data protection into account). Regardless of whether the personal data is imported, front-end users always have the option of using existing accounts for new events.

  • Copy custom fields (a) Not necessary. (b) Adopts, if available, individual additional fields from the previous event.

  • Copy badge groups - only possible with simultaneous transfer of questions & answers (a) Not necessary. (b) Adopts badge groups from the previous event, if available.

  • Copy paper submission parameters (including emails) (a) Always strongly recommended, even if it is not yet clear at the beginning whether paper submission and review will be used. (b) Adopts configuration and mail templates from the previous event, if available.

  • Copy topics (a) Not necessary. (b) Adopts topics from the previous event, if available.

  • Copy paper submission mail templates only (a) Only copies the mail templates from the paper submission and review. Cannot be selected in combination with Copy paper submission parameters (incl. emails) . (b) If available, copies the mail templates for submission and review from the previous event.

  • Connect template domains with new conference Always necessary.

  • Copy articles (a) Recommended. Adopts CMS standard articles and the links in the page structure. (b) Recommended. Adopts CMS articles and page structure from the previous event.

  • Copy category assignment (a) Not necessary. (b) If the previous event is assigned to a self-created category in the conference overview, the new event will also be listed in this category.

The new conference can now be created.

A report then appears to show whether everything has been created as specified and you can switch to the new event (see Fig. 2).

The section contains further information.

Copy parameters of pre-registration (a) Recommended if is to be used. Adopts the mail templates. (b) Adopts customized mail texts and configuration, if available.

Copy questions and answers (a) Not necessary. (b) Recommended. As the offer structure is always copied, it makes sense to also copy the associated .

Conference name, location and date
pre-registration
questions & answers
problems in the frontend
Fig. 1: Create a conference and transfer data
Fig. 2: Selection of the new event
Fig. 1: Create a conference and transfer data
Fig. 2: Selection of the new event