Email communication from Converia
Management -> Email communication -> Sending emails
Last updated
Management -> Email communication -> Sending emails
Last updated
In Converia, emails can be sent to attendees, submitters or other groups of people. The email module makes it easy to create newsletters, send special offers or simply provide information.
The following pages explain step by step how emails can be created and sent to individuals or entire groups of people. Various use cases such as sending newsletters or distributing voucher codes are presented and explained.
Emails are sent automatically in some processes. The email texts can be customized in email templates in the configuration area.
Emails are only sent automatically from the front end. Processes in the backend do not trigger automatic email dispatch; however, it is possible to send emails manually in many places.
after a successful booking
after a completed paper submission
for resetting the password
after the creation of a new user account
Is the email dispatch not working?
Please first check whether the emails have been sent from Converia. This is indicated by the status symbol in the email list (Fig. 3).
If it is clear that the email has not been sent, the next step is to check whether the general contact persons have been created correctly and with an email address. Depending on the module, these addresses serve as the sender and must be present for the dispatch to work.
If all details are correct and the sending status is positive, the email has been sent but not delivered to the recipient. In this case, please contact the responsible email administrators or Converia Support.
There are many ways to send emails from the backend. You can either use the email module to write your own texts and select specific people (groups) as recipients, or you can use ready-made texts that are available in many places in the system.
After changing a booking or invoice (invoice or booking info mail)
When adding payments in the invoice management
In the invoice overview to send payment reminders (Fig. 2)
In the verification mode of the booking list to inform about the status of the verification check
In the review process of the papers (workflows), for example to inform reviewers about the start of the review or submitters about the rejection or acceptance of their papers
When publishing the conference planner after the papers have been scheduled
All saved or sent emails are located in email folders. System-generated emails are automatically stored in a corresponding folder; the location can be freely defined for self-generated emails.
Click on All or a specific folder and then on Search to display the stored emails.
The pencil icon can be used to edit unsent emails and add or delete recipients. You can also set the sending time and add file attachments.
Only the preview function can be used for emails that have already been sent. Subsequent editing is no longer possible.
Emails that have not been sent can only be deleted individually.
