Step 2: Fill in Basic Details
Audience: Event organizers using the Certain platform.
We recommend that you first fill in some basic details about the event before you continue to more advanced details such as the event agenda or accommodation.
Plan > Event Setup > Details
Title
- Title is the actual name of the event.
- The title is what you would put on collateral, programs, etc.
- The title can be included dynamically in emails, websites, confirmations, etc.
- The title should always be the same.
Unique Code
- Unique Code is automatically generated by the system.
- If you have a particular reason to do otherwise, you may override the automatic generation.
- Some organizations choose to select a unique code that reflects an internal tracking number used in other systems.
- The unique code is the key for all the event's data.
- The unique code keeps each separate event's data together.
Location
- Location is the location where the event will be held.
- Select (or add) the location. If the venue doesn't already exist in your account-level Suppliers database, add it as a new supplier.
Contact
- Select (or add) the person who will receive all primary correspondence from attendees.
- Contacts are maintained at the account level so that you can use them in multiple events.
- If this is a team, establish a generic email address such as registrationsupport@example.com.
- Important: make sure this is a working email address.
Plan > Configure > Options
Prompt User for Optional Notes After Each Change
- This feature will prompt you every time you change details in a registration or profile.
- We recommend leaving this switched off unless you need to track the actions of a large number of Certain users.
- In addition, leave the feature turned off during testing.
Functional Areas
- Functional Areas can simplify the Certain interface during the event creation and management process.
- We strongly recommend turning off those areas that you know for a fact you will not use.
- For instance, if you do not process credit card payments for your events, you may disable the E-commerce functional area of the Financial Module.
- By disabling unused functional areas you will simplify the interface you will use to set up and manage the event.
Plan > Event Setup > Attendee Types
Attendee Types
- Attendee Types can be used to charge fees, set inventories on certain types of attendees, and restrict people by passcode.
- The report on the Event Dashboard (Manage > Registrations), Completed Registrations by Attendee Type, will display a row of data per attendee type.
- The Code should be short — this column will be seen frequently in reports, so it's best if it's concise.
Plan > Event Setup > Custom Statuses
Custom Statuses
- Use the Custom Statuses section to define custom registration processes that cannot be easily handled by the built-in registration statuses.
- Create statuses in order to track processes unique to your business.
- For instance, you could create statuses that track speakers who register for the event like this:
- Needs to submit abstract
- Abstract under review
- Speaker abstract approved
Step 3: Create and Customize Registration Forms
- Once you've entered basic event details, move on to Step 3: Create and Customize Registration Forms.
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Note: This article is part of a Help Center guide. For additional questions, you can submit a request or return to the top of the page.