📄 Content Pages

• QR Code for App Download
  You can download a QR code embedded with your app's App Info URL, which links to the iOS App Store, Google Play, and the web version of your app.
• Managing a Live Poll from the VIP Portal
  Guide describing how to manage a live poll from the VIP Portal, including login, poll moderation, question handling, display rules, and projection vie...
• Wi-Fi Requirements
  Guidance on Wi-Fi requirements for the Touchpoint app at events, including bandwidth expectations and live polling considerations.
• How to enable Attendee to Attendee Messaging
  Instructions to enable Attendee to Attendee Messaging in Touchpoint, including navigation steps and the ON setting.
• Content
• Security: Client Roles and Responsibilities
  The security of your information and business strategies is very important to us. Touchpoint maintains the highest level of security and privacy. This...
• GatherNow App Publishing
  Guidance on publishing events to the GatherNow app, including deployment benefits and user instructions.
• createExhibitor
  GraphQL mutation to create an exhibitor for a gathering using the Touchpoint API. Includes arguments, mutation, and request/response examples.
• createCompetitorMeeting
  GraphQL mutation for creating a competitor meeting in the Certain Touchpoint API. Includes arguments, sample mutation, CURL and response, and paramete...
• deleteMeeting
  GraphQL mutation deleteMeeting for the Touchpoint API. It deletes a meeting by gatheringId and id. Includes example mutation, curl request, and respon...
• updateMeeting
  GraphQL mutation to update a meeting in the Touchpoint API with participants and timing details.
• updateAgendaSession
  GraphQL mutation to update an agenda session in the Touchpoint API.
• Agenda Sessions Query
  Documentation for querying agenda sessions and their nested relationships in the Touchpoint API.
• createSpeaker
  GraphQL mutation for creating a speaker in Touchpoint API; includes arguments, mutation example, curl example, response, and supported speaker paramet...
• Speakers Query
  Speakers Query endpoint documentation for the Touchpoint API.
• deleteAttendee
  GraphQL mutation page for deleteAttendee shows its arguments, a sample mutation, a curl request, and the GraphQL response.
• deleteExhibitor
  Documentation for the deleteExhibitor GraphQL mutation in the Touchpoint API, showing arguments, curl request, and response.
• updateExhibitor
  GraphQL mutation to update exhibitor details within a gathering in the Touchpoint API.
• createMeeting
  Touchpoint supports two types of meetings: Standard and Competitive. The page documents the createMeeting GraphQL mutation, its arguments, and related...
• Meetings Query
  Documentation for querying meetings via the Touchpoint API. Includes Standard and Competitive meeting types, Arguments, Attributes, and a sample CURL ...
• deleteAgendaSession
  GraphQL mutation to delete an agenda session by gatheringId and id. Includes arguments, mutation example, curl request, and response.
• createAgendaSession
  Touchpoint API documentation for creating agenda sessions via GraphQL mutation, including arguments, example mutation, curl request, and response.
• deleteSpeaker
  Documentation for the deleteSpeaker GraphQL mutation in the Touchpoint API, including arguments, mutation example, request, and response.
• Adding a Live Poll Results web view to a Powerpoint Presentation
  Instructions for adding the Live Poll Results web view to a PowerPoint presentation using the Web Viewer add-in, including installation and usage step...
• Bulk Uploading Translated Content
  Instructions for bulk uploading translated content in Touchpoint when multiple languages are enabled, including export, translation, and import steps.
• Event Templates
  Event Templates in Touchpoint save time by applying saved settings (color theming, home layouts, and feature settings) to new events.
• Event Info, Event Icon, and Event Settings
  Instructions for editing Event Info, Event Icon, and Event Settings in Touchpoint.
• Meetings
  Overview of the Meetings feature in Touchpoint, including attendee and planned meetings and the Meeting Management console.
• Contact Exchange
  Overview of the Contact Exchange feature in Touchpoint, enabling attendees to create and share virtual business cards via QR codes, and manage cards w...
• Exporting Content from a Previous Event to a Future Event
  Instructions for exporting content from a previous event or event template to a future event within Touchpoint CMS.
• Participant Type
  Guidelines for using Participant Type to group users and restrict features in Touchpoint.
• Maps and Locations
  Guidance for adding and managing image maps and street maps, pins, locations, and related settings in the Maps and Locations feature.
• In-App Links
  Guidance on creating In-App links in Touchpoint using the CMS WYSIWYG editor, including URL construction and examples.
• Custom Fields
  Custom fields add information to Attendees and Exhibitor Leads. Includes types Text, Rating, and Choice; details on Read/Write permissions and display...
• Multiple Languages
  Translation Entry section explaining how to translate content into multiple languages and showing the es-MX label for translated content.
• Links Feature
  The Links feature allows you create a list of webpages and/or files to load in the app or in a separate browser window. The article covers adding and ...
• Exhibitor Feature
  Documentation describing exhibitor features in Touchpoint, including check-ins, related links, videos, comments, favorites, attendee management, profi...
• Capacity Planning
  Capacity planning is an extension of the Agenda feature in Certain Touchpoint. It explains how to enable and manage capacity planning for sessions and...
• Attendees
  Instructions for managing attendees in Certain Touchpoint, including adding attendees, passwords, message status, credits, check-ins, badges, and sche...
• Submit a request
  Support center form to submit a request to Certain Touchpoint.
• Gatherings Query
  Documentation for the Gatherings Query in the Touchpoint API, including Arguments, GatheringParams attributes, and a sample CURL request.
• updateAttendee
  GraphQL mutation updateAttendee for the Touchpoint API; includes arguments, sample mutation, curl request, response, and AttendeeParams fields.
• createAttendee
  API documentation for creating an attendee via the Touchpoint API. Includes GraphQL mutation, curl examples, and attendee parameters.
• Attendees Query
  Attendees Query section of the Touchpoint API usage documentation, including arguments, requests, responses, and attributes.
• Exhibitors Query
  Documentation for the Exhibitors Query in the Touchpoint API, including arguments, curl requests, a query example, and exhibitor parameters.
• Create Gathering
  Documentation for creating a Gathering via the Touchpoint API using GraphQL, including mutation, curl example, response, and GatheringParams.
• Overview - Touchpoint API
  Overview of Touchpoint's GraphQL API with token-based authentication, and examples to fetch resources and update attendees.
• Checkin Query
  Documentation for the Checkin Query endpoint of the Touchpoint API, including GraphQL query, attributes, and a sample CURL request.
• Leads Query
  Leads Query provides the structure and parameters for querying lead data via the Touchpoint API, including Arguments, Attributes, and a CURL Request e...
• Meeting Invites
  Instructions for sending and accepting meeting invites in the Touchpoint app.
• VIP Exhibitor Portal
  Guidance for exhibitors to use the VIP Exhibitor Portal to edit profiles, upload materials, register booth staff, configure lead scanning fields, and ...
• Live Polling
  Live Polling with Touchpoint: Real-time feedback. No extra gear required.
• VIP Speaker Portal
  Guide for speakers to use the VIP Speaker Portal to view and edit profiles, access survey results, upload presentations, and create live polls.
• Features Overview
  Overview of app features for the Certain Touchpoint attendee app, including navigation, agenda, My Schedule, speakers, attendees, contact exchange, sh...
• Lead Retrieval - Feature Overview
  Overview of how lead retrieval works in the Exhibitor VIP portal and app, including administrator setup and lead scanning.
• Supported Devices
  Android and iOS version requirements to run the Event App.
• Creating a Password and Logging In
  Instructions for creating a password and logging in to the Certain Touchpoint app for event attendees.
• Touchpoint Release (July 2025)
  Release notes for Touchpoint July 2025 detailing Native App Updates, agenda improvements, messaging controls, and CMS Announcements.
• TouchPoint - Web Home Layout Webinar
  Webinar about TouchPoint Web Home Layout with related articles and a video.
• Touchpoint - Attendee Engagement
  Watch a webinar recording on the Certain Mobile App – Touchpoint; engagement topics include Activity feed, Badge Game, Live Polling, and Survey.
• Touchpoint Stream Webinar
  Describes how Touchpoint Stream enables hosting interactive virtual and hybrid events and unifies event content and data.
• Touchpoint Dashboard Training - June 2021
  Touchpoint Dashboard Training - June 2021 article documenting agenda, settings, and related resources for the Touchpoint webinar series.
• Touchpoint - Getting Started!
  Help article introducing Touchpoint Getting Started and related training videos.
• Touchpoint User Dashboard Training
  Video training for the Touchpoint User Dashboard.
• Tagging Attendee Statuses & Sessions - Required for Attendees
  Article describing how to tag attendee statuses and sessions for attendees in Touchpoint.
• Speakers and Sessions from Platform to Touchpoint
  Overview of speakers and sessions from Platform to Touchpoint, with related articles and feedback.
• Content
• Editing Your New Touchpoint Event
  Instructions for editing a new Touchpoint Event in the Touchpoint platform, with a video preview.
• Prepare to Publish - Required Items for App Submission
  Guidance on preparing required items for app submission in the Touchpoint Support Center.
• Editing Your New Touchpoint App Settings
  Guide describing how to modify settings in the Touchpoint app.
• Sample App Announcement Text
  Guidance on announcing the event mobile app to attendees, including subject line and login/password details with placeholders for APP TITLE HERE and E...
• NEW Badge Game UX
  Guidance on designing, configuring, and promoting the NEW Badge Game UX in Touchpoint, including badge images, rules, goals, and promotion steps.
• Certificates And Provisioning
  Guidance on generating certificates and provisioning profiles for publishing iOS apps via Touchpoint.
• My QR Code
  The My QR Code feature generates a unique QR code for each attendee, embedded with the External Matching Code / QR Code source value from the attendee...
• Web Homescreen Layout
  Tutorial on configuring the Web Homescreen Layout in Touchpoint. Includes sections, panels, and settings for building a web home page for your event.
• Touchpoint Stream
  This article covers how to set up and manage Touchpoint Stream, including feature settings, creating streams from Agenda or Videos, broadcasting, spea...
• Lead Retrieval - Feature Setup
  Guidance for adding and configuring the Lead Capture feature in events, including editing custom fields, granting access, VIP Portal management, attac...
• Attendance Tracking
  Attendance Tracking enables QR scanning for session check-ins, Lead Code mapping, and badge printing guidance for Touchpoint.
• Troubleshooting "Unknown Lead" Errors in Certain Touchpoint Lead Scanning and QR...
  Guide to how QR code matching works in Certain Touchpoint, common causes of Unknown Lead errors, and steps to fix for single or multiple attendees. In...
• Info Feature
  Instructions for adding Info items, attaching images, applying theming colors, and bulk uploading via spreadsheet in Touchpoint.
• AI Event Assistant
  The Touchpoint AI powered Event Assistant allows attendees to ask questions and receive answers in real time. The Event Assistant draws information fr...
• Agenda Bulk Upload
  Instructions for bulk uploading agenda sessions into Touchpoint using the Agenda Bulk Upload template.
• Launch Image
  Instructions for configuring the Launch Image, including default behavior and uploading a custom image with 2048x2048 pixels.
• Color Theming
  Documentation on color theming in Touchpoint, including default background and text colors, usage, HTML editor color mapping, and non-themable items.
• iPad Homescreen Layout
  Guidance on the iPad homescreen layout for Certain Touchpoint apps, covering Panel Types and Panel Settings.
• Phone Homescreen Layout
  Documentation for configuring the Phone Homescreen Layout in the Touchpoint Home Screen Designer, including starter templates and panel settings.
• Marketing Ideas
  Guidance on promoting the Touchpoint event app, including announcing the app, highlighting features, and on-site promotion strategies.
• App Store Submission
  Guidelines for submitting a Touchpoint app to Apple App Store and Google Play Store, including titles, keywords, descriptions, and image/icon specific...
• Login Options
  Overview of login options and password management in Touchpoint, including pre-defined attendee list options (Planner-Created Password, Attendee-Creat...
• App Content Checklist
  Bare minimum for submission and a comprehensive App Content Checklist for Certain Touchpoint.
• Process Timeline
  Best Practice Process for Client Success: Event App Timeline/Checklist outlining strategic planning, configuration, deployment, and analytics.
• Developer Account Setup
  Guidance for enrolling in Apple Developer Program and configuring App Store access for a Certain Touchpoint project.
• Troubleshooting On Site
  Guidance for troubleshooting attendee login and on-site issues with Certain Touchpoint, including how to unlock accounts, password checks, and dashboa...
• Bulk Uploading Content
  Guidance for bulk uploading content to Touchpoint, including separate spreadsheets, data layout, field mappings, and import steps.
• Features & Menu
  Instructions for configuring features and menu in the app, including selecting features, reordering buttons, and using icons.
• Image Specifications
  Guidelines for image assets in Touchpoint, including app icons, launch images, banners, and starter templates.
• Related Links
  Related Links let you attach reading materials or presentations to various resources within Touchpoint CMS, including Agenda Sessions, Attendees, Show...
• Agenda Feature Settings and Management
  Settings for agenda features in Touchpoint's app, including check-ins, sub-sessions, columns, and more.
• Activity Feed
  Details on configuring the Activity Feed feature, including content sources, home screen panel, moderation, scheduled posts, and notifications.
• Threaded Messages
  Overview of messaging features for participants in Touchpoint, including Group Messages and Scheduled Messages.
• Groups & Terms
  Groups allow users to filter lists by organizing resources into Groups and Terms. This article explains how to add Groups, add Terms, manually set Gro...
• Support Center
  Knowledge base hub for designing, planning, and creating your app, with API usage, app user support, training, and recommended articles.
• Scheduling and Publishing Sessions
  Guide to managing session statuses, scheduling sessions with the Session Scheduler, and using Mass Actions to update session attributes.
• Session Tracks - Uses and Workflow
  Overview of how Session Tracks are used to group sessions, filter by attendees, and assign reviewers in Certain's event management platform.
• Registration Groups in Certain
  Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.
• Email Analytics Frequently Asked Questions
  FAQ about Email Analytics in the Certain platform, including dashboard refresh, time zones, statuses, and tracking features.
• Adding percentage based discounts to your Event
  Guide to applying percentage discounts to event registrations via promo codes or logic-based rules.
• How the setting "Incomplete registrations count against Capacity/Inventory for _...
  Explanation of how the Incomplete registrations setting reserves inventory for incomplete form progress to prevent overbooking.
• Content Display
  Overview of how Content Display controls the look and feel of Event Forms, Websites, and Emails, including Display Fields, Content Blocks, and Display...
• Improved Asset Management
  Asset management on the Certain platform enables Event Assets and Account Assets. Learn how to upload, view, resize, copy file paths, and add images t...
• Cancelled & Postponed Event Statuses
  Instructions for emailing registrants when cancelling or postponing an event and updating event statuses in Certain.
• Adding Existing Profiles to a New Event
  Instructions to add existing profiles to a new event by importing registrations or inviting profiles.
• Concurrent Registrations on Forms - Error: Please wait; the page will be automat...
  Explanation of how Concurrent Registrations are tracked in memory, the 500-per-form limit, and troubleshooting steps to resolve the 'Please wait; the ...
• Countries Available in Certain
  Explains how the ISO Country list determines available countries in the Country drop-down and how to configure the Country field in forms.
• Event Component Descriptions and Navigation
  Overview of navigating main event components within your account, including the Event List tab and Event-specific tabs (Plan, Promote, Manage, Engage,...
• Settings: Custom Statuses
  The Registration Status tracks the progress of a single Registration; it can be used to qualify Registrants and organize attendees within an Attendee ...
• Event Setup: Contact
  This article explains the Registration Contact in the Certain platform, including who qualifies, how to create or edit a Registration Contact, where c...
• Event Setup: Attendee Types
  Overview of Attendee Types and how to set them up in the Certain platform.
• Event Setup: Details
  Detailed guidance on configuring Event details including name, code, dates, status, access controls, location, and related data in the Certain platfor...
• Email Alerts
  The Email Alerts feature enables notification emails to be sent when an Attendee Type or an Agenda Item reaches a threshold of its inventory limit in ...
• Event Setup: Suppliers
  Instructions to enter and manage Suppliers associated with an Event in the SMM Module within the Certain platform, including adding suppliers and savi...
• Accommodations Guide
  Overview of the Accommodation Module in Certain, including enabling, statuses, hotels, room types, blocks, sub-blocks, forms, and roommate management.
• Troubleshooting Data Fields in Emails
  Guidance to diagnose why dynamic data fields (DDFs) do not render in Certain emails, often due to recipients marked as Test Registrants in Live events...
• Web Integration Links
  Integration Links are a powerful feature that enable you to customize and personalize the attendee experience by inserting dynamic data fields into em...
• What to do when registrants do not receive emails - SPF/DKIM/DMARC Failure
  Troubleshooting steps for email deliverability issues caused by SPF, DKIM, or DMARC failures on the Certain platform.
• On Hold Status in Scheduled Emails
  Guide describing how on hold status affects copied scheduled emails and how to change status or remove emails in the Certain Help Center.
• Fully customize an Email Template in Certain
  Custom Email Templates can be created to send fully customized emails for an Event or for a specific Form. Tips for successful email communications in...
• Best Practices: Email Deliverability
  Explains why emails may be quarantined as spam and how to improve deliverability with SPF, DMARC, and sender policies on the Certain Platform.
• Creating a Registrant's Password
  Steps to change or create a password for a Registrant on the Event Dashboard.
• Missing Potential Duplicates under Registrations To Review
  Guide on identifying potential duplicate registrations when an event has more than 5,000 registrations, using an exported Excel file.
• How to indicate 'CC Assistant Email' or 'CC Additional Email' when Importing Reg...
  Instructions for selecting CC Assistant Email and CC Additional Email checkboxes when importing registrations via TXT or Excel files.
• How do I import gender with my invite list?
  Instructions for importing gender values into the 'Gender' field when importing registrations, including mapping values and an example table.
• How to change the Font Size or Remove the Underline for Hyperlinks on Forms and ...
  Guide describing how to modify hyperlink appearance on forms and websites using CSS.
• Managing Registrations: Working with Profiles
  Guide to creating and managing Profiles for Registrations, including manual creation, importing Registrations, inviting Profiles to Events, and viewin...
• Modifying Registration Details
  Guidance for locating and modifying a single Registration in Certain, including searching by status, criteria, or reports and editing fields across Ov...
• Troubleshooting - Payment Info Saving but not Processing on Complete Registratio...
  Troubleshooting steps to resolve cases where payment information saves but does not process on complete registrations in Certain's event forms.
• Troubleshooting - Unable to Change Event's E-Commerce Account
  Troubleshooting steps for changing an event's E-Commerce account in the Certain platform, including currency restrictions and restoring deleted accoun...
• Tips – Chargebacks, Adjustments, Test Payments, and Refunds
  Guidance on managing chargebacks, adjustments, test payments, and refunds in payments workflows.
• E-Commerce Accounts - Errors Received Through Cybersource Payment Attempts
  This article discusses common error messages and issues encountered with Cybersource payments and provides guidance for resolving them.
• Administrators - Cybersource Setup Requirements
  Instructions for administrators on Cybersource setup requirements for the Certain Platform.
• Administrators - PayPal Setup Requirements
  Instructions for administrators to configure a PayPal account within Certain, including PayPal Gateway Account Settings and required IDs.
• Administrators - Authorize.Net Setup Requirements
  Instructions for administrators on Authorize.Net gateway account settings.
• Administrators - E-Commerce Verification Settings
  Options for configuring E-Commerce verification settings in Certain, including AVS and CSC verification and related settings.
• Administrators - Enabling E-Commerce for Payment Processing
  This article explains how e-commerce works within Certain and how to configure e-commerce for payment processing.
• Invoices
  This article explains how to set up and configure an invoice template within Certain. Invoices may be used to deliver detailed fee, tax (if applicable...
• Managing Registrations - Cancellations and Refunds
  Guide to creating cancellation fees for registrations and agenda items, and processing refunds.
• Configuring Your Event's Payment Options
  This article explains how to configure online and offline payment options for an event in the Certain platform, including selecting a processing accou...
• Enforcing email uniqueness and addressing form login errors for existing email a...
  Guidance on configuring email uniqueness in forms to prevent duplicate registrations within events or accounts, including how to select the appropriat...
• Form Entry & Security
  Entry Page is a page on your Form that can serve as a landing page with Event information, a waiver form that attendees must agree to before registeri...
• How to Setup Event Waitlist Option
  Instructions to set up and configure the Event Waitlist option in the Certain platform.
• Error when no Form in the Event is marked as Primary
  Explains an error when no Event Form is marked as Primary and how to designate a Primary Form to fix the issue.
• The Consequences of Changing Your Event Code
  Overview of consequences when changing the Event Code in Certain Platform, including file paths and Touchpoint integration.
• Assigning Speaker Attendee Type Using Logic
  Instructions for automatically assigning Speaker Attendee Type using Logic in a form within Plan > Event Setup > Attendee Types.
• Marking a form as "Primary" - What does this do
  Explains what happens when a form is marked as Primary for an event in the Certain platform, including how emails and sections display.
• Form Password Options
  Overview of two methods to access password-protected forms: Forgot Password email flow and Reg ID URL method.
• Attendee Type Waitlisting - How does it work?
  Manual waitlisting steps for Attendee Types, including Reg status handling, manual promotion from Waitlist Hold, and adding custom HTML for waitlisted...
• Upload Embedded Google Map to Forms
  Instructions to embed a Google Map into a form by copying embed HTML from Google Maps.
• How to enable a Forgot Password Reset Link
  Instructions to enable a Forgot Password reset link on a form's Entry page, including field definitions used in the password reset flow.
• Content
• How can I receive an email when someone registers for my Event?
  Instructions to copy Confirmation Emails to CC recipients by using the cc: field in the event form confirmation settings.
• Do I need to delete Test Registrations before going Live?
  It is not necessary or recommended to delete Test Registrations in your Event before changing the Event Status to Live. When Registrations are created...
• How to Close Registration for an Event
  Instructions to close registration for an event by adjusting the Form Close date or Form status, or by changing the Event Status, with notes on Post-E...
• System Timestamps
  Explanation of how Certain Platform timestamps display in Pacific Standard Time (PST), including Event Setup time zones, Add to Calendar behavior, and...
• Roommate Matching
  Overview of manual and automatic roommate matching in Certain's Roommates feature, including summaries, preference settings, pending, matched, and no-...
• How to set up a Form's Entry Page
  Instructions for configuring the Entry Page of a form in the Certain platform, including access permissions, waivers, and security options.
• PDF Document
• Modifying Event Settings under Event Options
  Documentation on configuring Event Options for a Certain event, including Automatic Event Waitlisting, Custom Registration Properties, and Functional ...
• General FAQ - Activating Agenda Item Waitlist on Forms
  Instructions for activating the Waitlist option in agenda sections of forms, including Steps in Plan > Forms > Agenda > 'Display Rules'.
• General FAQ - Streamline Agenda Item Entry
  Instructions for streamlining agenda item entry in the Certain platform using Import and Export features.
• General FAQ - About Event Websites
  Definition and overview of event-level websites, including public and password-protected sites, and how pages are organized and repurposed.
• General FAQ - Setting Up Accounts
  Overview of account structure, sub-accounts, and custom profile questions in the Certain platform.
• General FAQ - Publishing Forms and Websites
  Instructions on publishing forms and websites in Certain, including how URLs are created and delivered.
• General FAQ - Setting Up Websites
  General FAQ - Setting Up Websites explains how a Website is used within event websites and lists the default pages and their purposes.
• General FAQ - Importing Registration Data
  Instructions for importing registrations into events on the Certain platform, including external files and marketing automation integrations.
• General FAQ - Managing Registrations
  Overview of how registrations and profiles are created and managed for events in Certain's platform.
• General FAQ - Setting UP Online Forms
  General FAQ describing how to set up online registration forms in the Certain platform, including form sections and sequencing.
• Email FAQ - Sending Email
  There are two ways to send email from within the Certain Platform: to a single registrant or to a group of registrants.
• General FAQ - Managing Profiles
  Overview of managing profiles and registrations in the Certain platform, including custom profile data, profile management, email messaging, and onlin...
• General FAQ - Creating an Event
  Overview of three methods to create events in Certain: from scratch, copy an existing event, or use a template.
• General FAQ - Setting Up Online Forms
  Guidance on configuring online forms for registrations in Certain's event platform, including sections and logic.
• General FAQ - Setting Up Users
  Overview of creating and modifying system users and assigning user types within a Certain account.
• Event FAQ - Working with Agenda Items
  Guide for creating, editing, and managing agenda items in events, including types, inventory, fees, and labels.
• Adding Questions to Agenda Items
  Instructions for assigning custom questions to event agenda items, including steps and caveats.
• Content
• Reports FAQ - Collecting Multi-Event Data for Consolidation Reports
  FAQ explaining multi-event data, how consolidation reports use it, and how to manage custom questions for collecting data across multiple events.
• Reports FAQ - Define Report Export Actions
  As part of a report's setup, you can specify up to three Mass Actions to be triggered automatically when the report is exported.
• Reports FAQ - Event Agenda Summary Report
  Summary of the total quantity (non-cancelled) for event agenda items, with export and item-level details.
• Reports FAQ - Report Subtotals
  Documentation on how to display subtotals in reports, including options for grouping, per-group totals, and subtotals for numeric columns.
• Reports FAQ - All Registrations by Status Report
  The standard summary report All Registrations By Status shows the number of complete and incomplete registrations for an event, grouped by registratio...
• Registration Overview
  Registration Overview is the first page in the Registration area of Account Settings for administrators. It lists data from the other Registration pag...
• Administration Overview
  Administration Overview is a guide for administrators within the Certain Help Center showing how to navigate Account Settings > Administration pages, ...
• Define Report Export Actions (Setup)
  In a report setup, up to three Mass Actions can be automatically triggered at export; the article explains how to enable automatic export actions.
• Choose Report Filters (Account Reports)
  Guide to using Date, Standard, Drill-Down, and Advanced Filters for Account Reports in the Certain platform.
• User-Defined Column Details (Account Reports)
  Instructions for creating and managing user-defined columns in account reports.
• Pick Report Columns (Account Reports)
  Guidance on selecting and organizing data fields for Account Reports in Certain's Help Center.
• Report History
  Displays a history of Changes Reports and reports that contain the full Credit Card Number run on data within the current account, with a 90-day histo...
• Custom Report Header and Footer (Account Settings)
  Instructions to specify a custom header and footer for reports, including supported formats and data-field insertion.
• Report Setup (Profiles)
  The Help Center article explains how to create and modify custom Profile reports, including Setup, Display, Groups, Subtotals, Columns, Filters, and P...
• Profile Reports
  Use this page to create and run reports on the profiles in your Certain account. Profiles include attendees, speakers and reviewers in all events in t...
• Custom Profile Information
  Details about the Questions tab and allowed types of custom profile questions.
• Email (Profile)
  Guidance on sending Email messages from a profile, including fields and options for the Email page in the Certain Help Center.
• Profiles Area Options
  Overview of the Profiles area in the Certain Help Center, including Find, Add, and Import Profiles and how Profiles relate to Registrations.
• Content
• Speaker Catalog Designer
  Guide to creating and editing Speaker Catalogs in an event, including adding catalogs and layout configuration.
• Conference Catalogs
  Guide for managing conference catalogs, including adding catalogs, syncing sessions and speakers, and catalog list actions.
• Review Sessions (Reviewer Portal)
  Configuration guide for the Review Sessions page in the Reviewer Portal, detailing Session Details and Review Details sections.
• Pages (Reviewer Portal)
  Instructions for configuring reviewer portal pages, including adding pages, icons, layouts, and previews.
• Branding & Footer (Reviewer Portal)
  Instructions for branding and footer configuration in the Reviewer Portal for events.
• Reviewer Layout (Reviewer Portal)
  Configuration guide for the My Information page in the Reviewer Portal.
• Session Catalog Designer
  Instructions for configuring the Session Catalog Designer within Certain Platform, including creating catalogs, editing layouts, design elements, and ...
• Login (Reviewer Portal)
  Instructions for configuring the login page in the Reviewer Portal, including background image, sign-in options, and layout.
• Site Layout (Reviewer Portal)
  Instructions for configuring the color palette and navigation bar in the Reviewer Portal of the event management system.
• Settings (Reviewer Portal)
  Settings page for configuring general settings of the event's Reviewer Portal.
• Reviewer Portal
  Instructions for enabling and configuring the Reviewer Portal within Certain Help Center. Includes background steps and navigation details.
• Tier: Add/Edit
  Tier: Add/Edit explains how to create or update a Tier in Certain's event management system, detailing fields for Tier Name, Due Date, visibility, pri...
• Tiers
  Manage up to five tiers for session reviews, including creating, editing, and organizing review access.
• Reviewer: Add, Edit, or View
  Help article detailing how to add, edit, or view reviewer records in the Speakers and Sessions management system.
• Sessions (Manage Reviews)
  Help center article detailing how to manage session reviews in the Speakers and Sessions portal, including Submitted, Under Review, and Approved lists...
• Session Reviews
  Dashboard page summarizing the current status of session reviews in the Speakers and Sessions Management portal.
• Submit Abstract (Speaker Portal)
  Instructions to configure the Speaker Portal for submitting abstracts and managing speaker and session details.
• Conditional Logic (in Speaker Portal)
  Guide to adding conditional logic in the Speaker Portal, including steps and examples.
• My Session Details (Speaker Portal)
  Configuring the My Sessions page in the Speaker Portal, including layout, editing fields, and conditional display.
• PDF Document
• Promo Codes – Quick Guide
  A guide describing how to set up Promo Codes for events in the Certain platform, including enabling the Registration Groups as Promo Codes sub-module ...
• Event Promo Code Import Wizard
  Instructions to import promo codes into an event via a CSV file using the Event Promo Code Import Wizard.
• Discount Import Wizard
  Guidance to import discounts into an event from a CSV file using the Discount Import Wizard, including preparing a CSV, mapping fields, and importing.
• Auto-Match Roommates
  Help article describing the Auto-Match Roommates feature, including Summary, Auto-Match, and Roommate Matching Preferences.
• Pending Roommates
  Details about pending roommate pairs in event accommodation, including creation, table columns, and actions.
• Account Room Types
  Account-level definitions of room types used to configure Accommodation Blocks for events.
• Import Room Reservations
  Instructions to import or update attendees' accommodation reservations via Excel or CSV in Certain.
• Import Accommodation Blocks
  Guide to importing accommodation blocks into an event from a CSV file using the Accommodation Import Wizard, including prerequisites and field mapping...
• Accommodation Import
  Guide for importing accommodation data: Blocks and Room Reservations, with links to their topics.
• Accommodation Sub-Block Information
  Guidance on creating and managing accommodation sub-blocks for an event, including adding sub-blocks and inventory management.
• Hotels
  On this page you set up the hotels used in your account for events, including hotel list, details, and supplier information.
• Accommodation Statuses
  Defines Booking Statuses and Action Codes for attendees' accommodation bookings and how planners use them in records and reports.
• Accommodation Guide (PDF)
  Introductory help center article describing the Accommodation Guide PDF for the Accommodation Module in Certain.
• Import (Travel)
  Instructions for importing travel data from CSV files in the Travel module.
• Flight Packages
  Overview of managing flight packages within Travel Packages, including adding, editing, exporting, and assigning flights to packages.
• Website FAQ Page
  This is a generic page where you can place static content to be displayed on the public side of the Website. The content will appear as entered.
• Events Calendar Web Page
  Instructions for the Events Calendar Web Page: how it displays active events and how to filter by Live status or by a report.
• Events List Web Page
  Documentation for the Events List Web Page in the Certain platform help center. It covers the Events List Page, the Events List Table fields, and defa...
• Event Details Page
  Overview of the Event Details Page in the Certain Help Center, including access path and dynamic data fields for event information.
• Web Site Home
  A generic Home page to place static content for display on the public side of the website.
• Website Display
  Documentation for the Website Display feature, detailing the Display Shell, Dynamic Data Fields, and styling attributes.
• Account Websites
  Account Websites lists all account-level websites created for the current account and provides actions to create, edit, preview, and manage favorites.
• Copying Consolidation Reports
  Instructions to copy an existing Consolidation report using the Copy Wizard in Consolidation Reports.
• User-Defined Column Details (Consolidation Reports)
  Guidance on creating up to 20 user-defined columns in Consolidation Reports, including definitions, display options, and combining fields.
• Define Report Export Actions (Events)
  Guidance on triggering Mass Actions during report export in Certain's Help Center.
• Custom Report Header and Footer (Consolidated Reports)
  Instructions to add a custom header and footer to reports in Certain's Consolidated Reports, including HTML Editor usage and PDF/Excel format notes.
• Content
• Pick Report Columns (Consolidation Reports)
  Instructions for selecting and ordering data columns in Consolidation Reports.
• PDF Document
• Choose Report Grouping (Events)
  Documentation on configuring report grouping for events, including grouping levels, sort criteria, date grouping, and print options.
• Specify Report Display Options (Events)
  Options for display and print settings of event reports in Certain.
• Report Setup (Consolidation Reports)
  Instructions for creating and managing Consolidation Reports across multiple events in the current account.
• Payments and Refunds Summary – (Current Account)
  A summary of all payments and refunds for all of the events in the current account, grouped by the payment type and date processed.
• Payments and Refunds Summary – Including Sub-Accounts
  A summary of all payments and refunds for all events in the current account and all of the sub-accounts, grouped by payment type and date processed.
• Support or Helpdesk Hours and Contact Information
  Information about support hours, urgent assistance, and the helpdesk email for Certain Help Center.
• Allowlist IPs for Support Emails
  Allowlist the IP Range 3.209.202.128 - 3.209.202.255 and Subnet 3.209.202.128/25 to ensure all support emails are received and not blocked as spam.
• Certain Check-In iOS Quickstart Guide
  Guide for using the Certain Check-In iOS app, including prerequisites, a step-by-step workflow, and a downloadable PDF.
• Managing Check-In Badge Printing Quality on Windows Devices
  Details how Windows printing differs from iOS/Android and how to adjust Windows settings to improve badge print quality.
• Certain Badge Printers
  Guidance for selecting on-site badge printers for use with the Certain platform.
• Adding a Form URL in the QR Code
  The article explains how to add a form URL in a QR Code to automatically direct registrants to a specific form after scanning their QR code, including...
• Printing Badges on Avery Templates Not Available in the Certain Badge Layout Edi...
  Guidance on using Avery's online design tool for badge templates not available within the Certain Badge Layout Editor, including data merge and printi...
• Content
• Certain Check-In Hardware Guide
  Devices and Printer Recommendations for using Certain Check-In, including recommended printers and devices.
• Badges Guide
  Guide to configuring and generating badges in Certain, describing the Badges V2 module.
• Event Intelligence - Event Registration Chronicles
  The Event Registration Chronicles dashboard analyzes the pace of registrations for a series of events and supports post-event analysis and in-process ...
• Event Intelligence - Review the performance of multiple events
  Overview of the Event Program Analysis dashboard in Certain's Event Intelligence, detailing how to review the performance of multiple events, includin...
• Event Intelligence - Review the performance of a single event
  Guide to using the Performance Dashboard for reviewing a single event's registrations, attendance, and demographics within Event Intelligence.
• Event Intelligence - Key Metrics
  Key Metrics dashboard provides executives with a high-level view of event performance, including registrations, attendance, engagement, ROI, and relat...
• Removing Attendees from Certain Platform when the Event has a Touchpoint Integra...
  Steps to remove attendees from Certain Platform for events integrated with Touchpoint. Changing registration status triggers removal in Touchpoint by ...
• Updating Speaker Information in Touchpoint
  Special guidance on updating speaker records in Touchpoint when connected to Certain Platform; includes steps for records synced from Certain Platform...
• Syncing Registrants to Touchpoint from Platform
  Instructions to sync Certain Platform registrants to Touchpoint by tagging registration statuses with 'Touchpoint: Synced' and updating statuses, incl...
• Passing Field Information to a Form Via the URL
  Guidance for passing data to a Certain form via URL using GET and POST methods, including security considerations and examples.
• Certain EventStream Guide
  Technical guide describing installation and usage of the EventStream integration with Oracle Eloqua.
• Duplicate Profile Usernames And Deleting Profiles
  Guidance on preventing invalid profiles by not deleting registrations and marking them as 'Test' registrations.
• Importing Registrations
  Guidance on importing or updating Registrations in Certain using key fields and import steps.
• Special Characters on Content Block and Display Rules
  Best practices advise avoiding special characters in the Name field of Content Blocks and Display Rules to prevent server errors and Display Rules iss...
• Avoiding Content in an Event being Overwritten
  The most common cause of content being overwritten in an Event is working with multiple tabs open; best practices to avoid overwriting.
• Creating a Registration Profile in an Event for Existing Speakers
  Guide to linking an existing Speaker Profile to an Event Registrant, using a form or direct registration.
• Session Speaker Integration - Touchpoint
  Guidance on attaching speakers to sessions and session instances for Touchpoint visibility.
• Importing Promo Codes
  Instructions for importing promo codes in the Certain platform. Create discount codes first, then import promo codes via CSV with attendee types and r...
• Room Reservations Import Error on Date/Time Format
  When importing Room Reservations, you may receive an error about the date/time format. The article explains how to fix by setting the date format to m...
• Deleting and Restoring Single or Multiple Registrations
  Instructions for removing test registrations and restoring registrations using mass action in Certain's Event platform.
• Adding Speakers to Sessions vs. Session Instances
  Instructions for assigning speakers at the session level or per-instance level, including master speakers and per-instance speakers.
• Speaker Portal Page Logic
  Instructions to add Display Logic to Speaker Portal pages to guide speaker registration workflows.
• Controling Which Sessions Display on the Session Catalog
  Instructions for filtering and displaying sessions in the Session Catalog, including Highlighted, Promoted, and General sessions and default filter op...
• Magazine, Promoted, and General Styles for Speaker and Session Catalogs
  Overview of three display styles for session catalogs: Magazine, Promoted, and General; guidance on where to configure and how to highlight sessions.
• Adding Catalogs, Syncing Sessions and Speakers in the Catalog List
  Documentation on creating multiple Catalogs for an event, syncing sessions and speakers, and configuring the Catalog List layout in the Certain Help C...
• Approvals and Recommendations
  Guide to creating and managing approvals and recommendations for session reviews in the Certain platform.
• Setting Up Reviewers -- Adding/Importing/Login
  Overview of creating and importing reviewers, and configuring reviewer emails in the Certain platform's Session Reviews.
• My Sessions Layout
  Instructions to configure and edit the My Sessions page in the Speaker Portal, including read-only mode, landing page order, layout propagation, and f...
• Speaker Portal My Information Layout
  The My Information page in the Speaker Portal can be configured, including read-only mode, page ordering, and editing capabilities for Speaker fields....
• Speaker Portal Access: Submit a Proposal & Sign In
  Guidance for submitting a speaker proposal and signing into the Speaker Portal, including setup steps and login options for the Certain platform.
• Catalog - Designing the Registrant Login Session Experience
  Documentation on login options, My Sessions, and session catalog layout for registrant experiences.
• Themes, Best Practices, Misc - Adding JavaScript, Images size for Banner, etc
  General tips and best practices for the Session Catalog, including how to access themes and where to add branding settings.
• Reviewer Portal Page Layout
  The Reviewer Portal Page Layout article describes how to edit the Reviewer Portal Page, Reviewer Profile Layout, and Session Layout. Includes note abo...
• Single or Multiple Session Review Tiers
  Certain enables up to 5 review tiers with a Default Tier; reviewers are assigned to tiers and sessions move to tiers for evaluation. Due dates and app...
• Session Advisor FAQ's - Session Catalog
  FAQ about Session Advisor AI in the Session Catalog, including how it works, integration, updates, and privacy.
• Logic Rules: Overview of Display Options (Display, Hide, Assign)
  Overview of how to use logic rules to display, hide, or assign items in a form, with an example scenario and steps.
• Using Inline vs. Display Logic
  Guide to showing content on forms using Inline and Display Logic in the Certain platform.
• Using a Table to Display Agenda Items in the Form
  Instructions for displaying Agenda Item descriptions and labels in the Form by using a table, including steps to edit Agenda Items and insert a table ...
• Special Characters in Display Rule or Custom Block Name
  This article explains why Display Rule and Custom Block names should avoid special characters, particularly commas, to prevent errors when emails are ...
• Power Template - How to Use the Power Template (Display Fields)
  Instructions for configuring Display Fields in the Power Template, including Branding Content File, Event Content File, Navbar items, style options, a...
• Power Template - Creating & Navigating the Power Template
  Instructions for creating and navigating the Power Template within the Certain platform, including Display Fields and Content Blocks.
• Power Template - How to Use the Power Template (APIs and Catalogs)
  Guidance on using the Power Template APIs and catalogs, including the Agenda API, Speaker API, and Session Catalog Designer workflows.
• Power Template - How to Use the Power Template (Content Blocks)
  Guide to using the Power Template content blocks, including how to locate content blocks and the list of pre-created blocks.
• Power Template - How to use the Excel File Sections
  Documentation detailing how to use the Excel File Sections in the Power Template for configuring event websites and forms, including Event Configurati...
• Administrators - Account-Level Custom Profile Data
  Guide to profile data, custom questions, and default profile settings for account-level profile data in the Certain Platform.
• Advanced Template
  Documentation for creating, editing, and managing the Advanced Template in Certain's Help Center.
• Basic Template
  Documentation on creating and editing the Basic Template installed on client request.
• Add To Calendar Updates
  Upcoming 7.1.7 changes replace the Add to Calendar implementation with an AddEvent integration. It includes account-level and event-level configuratio...
• Power Template - Understanding the Style Options
  Overview of Power Template style options, including Button, Agenda, Speaker, Sponsors, Form, Header, Dark Background, FAQ, and Footer styles.
• Adding Questions to a Form
  This article explains how to add questions to a registration form using Custom Profile questions, Question Sections, and Logic Rules in the Certain pl...
• New Report Updates in 8.0
  Overview of enhancements to the Event Reports area in Certain 8.0, highlighting improvements to the Report List page, easier report type selection wit...
• Pay.gov - Response 4054
  From Pay.gov, this message could mean a data validation error, not a system or transport error.
• Mass Action Report Error
  Error message: The mass action is currently being run in another active request. Cause: The system may return this error if you are working on multipl...
• Extracting all attendees' information
  To extract all information for attendees, create an account level report to access and export data for each event.
• Custom Display Fields
  Instructions for creating and using custom display fields to configure event displays in Certain's platform.
• ACH Refunds
  ACH refunds cannot be processed through Certain Platform. Refunds must be processed by your payment processor, after which you should add a refund to ...
• Incomplete Registrants And Cancellation Fees
  Cancellation fees are not assigned when a registration is incomplete; guidance to ensure fees are applied by marking Registrants as Complete.
• Partial Refunds
  Instructions for issuing and processing partial refunds in the Certain platform
• How to Delete Images and Files in an Event or an Account
  Instructions for deleting or overwriting assets stored in an Event or an Account in the Certain platform.
• Deactivating a User From An Account
  Instructions for administrators to deactivate users by changing their status to Inactive in the Certain platform. Users cannot be deleted and can be d...
• Integration Settings Needed for Stripe Payment Processor
  Information on the integration settings required to use Stripe as a payment processor in events on the Certain Platform.
• Using Agenda Items and Logic Rules to Apply Discounts
  Learn how to use agenda items and logic rules to apply discounts to registrations. Step-by-step guide to create the agenda item, a trigger question, a...
• Add a favicon to your Event
  Step-by-step instructions to add a favicon to your Event in the Certain Help Center, including how to upload the favicon, copy its URL, and insert it ...
• Removing Access to a Sub-Account
  There is no option to delete Sub-Accounts within the Certain Platform. The Certain Platform provides a method to remove access to a specific Sub-Accou...
• Adding/Removing Full Credit Card Information Access for a User
  Instructions to add or remove full credit card information access for a user, including PCI compliance requirements and best practices to disable modu...
• Fees - Expiration and changing amounts
  Details about how event fees expire and how to change fee amounts on items and registrations in Certain.
• Partial Payments with Additional Registrations
  Guidance on handling partial payments when adding registrations to a form, and how to mark additional registrations as Complete.
• Changing the Currency Used in an Event
  Information on changing the currency used for an event by updating the payment processor.
• Sending Confirmation Emails When Allowing Partial Payments on a Form
  Instructions for sending confirmation emails to registrants with partial payments, including creating a Partial Payment Confirmation Email template an...
• Using Reports to Check if Emails Were Sent
  Learn how to verify email delivery in Certain by creating a Registration History Report and filtering it to display the Email Action and the Message N...
• Mass Download of Profile Images using a Report
  How to mass download profile images captured in registration records by creating a Registrations report and adding a custom column with a clickable im...
• Using Google Analytics to Track Events in Certain
  Certain supports tracking page hits to registration forms and event websites via a seamless integration to Google Analytics. The article provides inst...
• Sharing Reports via Tokenized URL
  Guide describing how to share reports with tokenized URLs in Certain; includes options for view-only access, mass actions, exports, expiration, and ob...
• Account Structure and Sub-Account Management
  Documentation on managing accounts and sub-accounts within the Certain platform, including account structure, data isolation, and how to use sub-accou...
• Creating User Accounts
  Instructions to create and manage Users within an account (and Sub-Accounts), including required fields, User Types, and password policies.
• Reports: How to create a Registration Changes Report
  An instructional article describing what a Changes Report is, which report types can be used as Changes Reports, and how to create and export a Regist...
• Primary Display Setup
  Configuration options for colors, fonts, and header/footer for the primary display of forms, event websites, and emails.
• Extended Display Options
  Extended Display determines the look and feel of Event Forms, Websites, and Emails; an advanced HTML-based capability.
• Build and Manage an Event - Step 10
  Post-event tasks to clean up the database, update registrations, issue refunds, settle balances, fulfill orders, and report attendee responses.
• Build and Manage an Event - Step 8
  Instructions for going live with an event, updating registration forms, and handling existing registrations.
• Step 9: Plan and Create Reports
  Guidance on planning and creating reports for registrant data in Build and Manage an Event.
• Build and Manage an Event - Step 7
  Step 7 covers readiness for registrants, including testing forms, websites, external links, monitoring registrations, payment processing, and attendee...
• Build and Manage an Event - Step 4
  Guidance on adding options to registration forms, including agenda, accommodations, payments, and logic.
• Build and Manage an Event - Step 6
  Step 6 in Build and Manage an Event describes creating marketing elements to promote event registration.
• Build and Manage an Event - Step 2
  Step 2 covers filling in basic event details and best practices for titles, unique codes, locations, contacts, options, and attendee management.
• Build and Manage an Event - Step 1
  Step 1 in planning and building an event within the Certain platform, detailing required preparations before Step 2.
• Build and Manage an Event - Step 5
  Step 5: Customize Look and Feel — step discusses customizing the interface for events using a built-in template, Basic Display, or Advanced Display op...
• Global Search improvements in Certain 8.0
  Documentation on the improvements to the Global Search feature in Certain Platform 8.0, including additional search conditions and new Event-related r...
• Delete/Delink Webinars from your Event or Sessions
  Instructions for deleting or delinking webinars from Certain events or sessions, including differences between Delete and Delink, and step-by-step gui...
• Activating Session Waitlist Automation
  Learn how to activate the Automated Waitlist Process for sessions in Certain 8.0, including steps and notes on First In-First Out processing.
• The Nine Events of Email
  Overview of the nine email events tracked by Certain via SendGrid Event Webhooks and how they can be used for analytics and dashboards.
• Email Analytics: Email Statuses and What They Mean
  Explains the meanings of Delivered, Bounce, Blocked, and Deferral events in email delivery, and how these statuses affect inbox placement.
• Signal Alerts - Common Errors and Recommendations
  Review common Signal Flow errors and recommended steps to resolve issues in Certain's Signal Alerts.
• Supported Encryption Cipher Suite Changes
  Certain tightens TLS cipher suites for key products; lists required cipher suites and actions for integrations.
• Session Related Links: Syncing from Platform to Touchpoint
  Guidance on syncing session-related links from Platform to Touchpoint using the Touchpoint: Related Link tag on Conference Custom Fields.
• How to add a link to an image or banner using an HTML editor
  Step-by-step guide to add a hyperlink to an image or banner in an HTML editor on the Certain platform.
• How to delete sessions through a mass action
  Step-by-step instructions to delete sessions via mass action in the Certain Help Center, including selecting sessions and confirming deletion.
• Signal Outbound Flows for Digital Events (ON24)
  This article explains how to configure Signal's outbound flows for the ON24 integration, enabling data to be sent to ON24 to register or cancel attend...
• Choosing a Session Layout
  Configure the admin-side Sessions page layout for adding or editing sessions. The article explains two options: Standard Sessions (simple layout) and ...
• Certain Support AI Chat Bot
  The Certain Support Chat Bot gives you instant answers to questions about the Certain platform — available 24/7 right from your Help Center. Starting ...
• How to edit the default error message in the event
  Instructions on customizing default error messages for form fields, agenda items, and session timeouts in event planning (Plan > Form).
• How to delete a registrant from an event
  Steps to remove a registrant from an event in the Certain Help Center, including mass-action deletion and profile deletion, with cautions on payments.
• How to Copy an Event
  Instructions to locate and copy an event in Certain's Help Center.
• How to Delete an Event
  Instructions to delete an event/program from an account/organization in the Certain Help Center.
• How do I add an event owner
  Instructions to add an event owner in Plan > Event Setup > Details, including the required administrator permissions and contact guidance.
• How to Disable Automatic Emails when changing attendee custom status
  Instructions to stop automatic emails when updating attendee custom status via advanced logic rules.
• How to create, edit and delete an email template
  Instructions to create, edit, and delete an email template within an event's Email Templates section.
• How to add an Event
  Guide for administrators and event builders to create a new event in a Certain platform account.
• Customizing Emails Based on Different Registrant Factors/Values
  Instructions for customizing emails in Certain based on registrant responses using display rules and content blocks.
• Adding an email address as a hyperlink
  Instructions to convert an email address into a clickable hyperlink within an email template on the Certain Help Center.
• Adding file attachments for email templates
  Steps to attach a file to email templates in Certain, including single-file attachment limit, ZIP uploads, and external links.
• Preparing ON24 for Signal Integration
  Instructions to prepare ON24 and Signal for integration, including enabling endpoints and provisioning an API Access token.
• Digital Events - How to Share Webcast/Webinar Details using Email and Session Ca...
  Guidance on creating a scheduled Email for Digital Events that includes the webcast join URL and optional Session Catalog links.
• Adding Speakers on Sessions and Instances
  Instructions for assigning master and specific speakers to sessions and their instances in the Certain platform.
• Adding Speakers - One by One, Via Import, or with Existing Profiles
  Guidance on adding speakers to an event: create speakers manually, import speaker data, or link existing profiles via the Speaker Portal or existing r...
• Adding Sessions - One by One or Via Import
  Guidance on adding sessions manually or via bulk import in Certain, including templates, field mappings, and tips for Standard and Conference Layouts.
• Session Locations
  Help article describing how to create and import Locations for sessions, including placeholders, capacity notes, and the 8.0 release considerations.
• Adding Speakers to Sessions
  When adding Speakers to a Session with Instances, an Alert will display to give the option of including that Speaker to associated instances.
• Appending Agenda Items to an Email Template
  Guidance on using Display Rules to include Personal Agenda items in an Email Template for events in Certain.
• Changing Contact Information on the Event Registration Confirmation Email
  Three options to change the From email address on the Event Registration Confirmation Email in Certain Platform.
• Session Blocks
  Overview of Session Blocks and step-by-step instructions to create and attach them to email templates in the Certain platform.
• Meeting Requests (Home)
  Overview of the Meeting Requests list, filters, and actions on the Meeting Requests (Home) page in the Certain Help Center.
• Reports FAQ - Printing and Exporting Reports
  Details on formats for printing and exporting reports in the Certain platform.
• Profiles FAQ - Exporting Profiles
  Profile records may be exported from the Report Results window after querying profiles. To export, select the profiles and choose an export or print f...
• Profiles FAQ - Inviting or Registering Profiles
  Instructions for inviting or registering profiles for an event, including selecting profiles, applying filters, and managing registrations.
• Profiles FAQ - Searching Profiles
  Guidance on searching profiles using standard and advanced filters, including wildcards.
• Profiles FAQ
  FAQ covering how to search, add, invite, export, view history, and remove PII from profiles.
• Copy an Existing Report
  Instructions for duplicating a report using the Report Copy Wizard and managing related options.
• Certain 7.1.5 Release Notes
  Release notes detailing enhancements and bug fixes for the Certain 7.1.5 release across APIs and UI components.
• Certain 7.1.4 Release Notes
  Release notes for Certain 7.1.4 covering bug fixes across Admin Interface, Country List, Email, Forms, Groups, Reporting, and Session Management.
• Certain 7.1.3 Release Notes
  Release notes for Certain 7.1.3 detailing enhancements and bug fixes.
• Certain 7.1.2 Release Notes
  Release notes for Certain platform version 7.1.2, including enhancements and bug fixes.
• Certain 7.0.7 Release Notes
  Release notes for Certain 7.0.7 covering bug fixes across admin interface, API, forms, invoices, and 508 compliance.
• Certain 7.1 Release Notes
  Release notes detailing engagement insights, Digital Hub improvements, webinar creation, Touchpoint Web App updates, API changes, and security for Cer...
• Content
• Certain 7.0.6 Release Notes
  Release notes for the Certain platform version 7.0.6, including enhancements and bug fixes.
• Certain 7.0.4 Release Notes
  Release notes for Certain 7.0.4 including enhancements and bug fixes.
• Certain 7.0.3 Release Notes
  Release notes detailing enhancements and bug fixes for Certain 7.0.3.
• Certain 7.0.2 Release Notes
  Release notes for Certain 7.0.2 covering enhancements and bug fixes across Digital Events, Dynamic Data Fields, session management, and related featur...
• Certain 7.0.1 Release Notes
  Release notes for Certain 7.0.1 including enhancements and bug fixes.
• Certain 7.0 Release Notes
  Release notes for Certain 7.0 including accessibility, digital events, speaker management, signals, and content display enhancements.
• Previous Release Notes (Links)
  A help center page listing links to prior Certain release notes.
• Labels for Registration Assistance Link
  You can customize the message shown to an attendee if they click the link for registration assistance. You can include HTML tags in the text.
• Agenda Item Error Messages
  Help article describing customizable error messages for agenda items in the Certain platform.
• Required Fields Messages
  Message labels and default values for required-field validation in forms.
• Product Request
  Instructions to add, remove, or request features for your Platform Account via email help@certain.com.
• Meeting Requests (Websites)
  Documentation for managing Meeting Requests on Websites within the Certain Help Center. It explains the Meeting Request List behavior, how to customiz...
• Event FAQ
  FAQ page for managing events in the Certain Help Center, including editing settings, attendee types, agenda, and badges.
• Registration Header
  Overview of the standard Registration header and navigation in the Certain Help Center.
• Getting Started with Certain
  Overview of Certain Platform and getting started topics for event automation.
• .CSV File Format
  Guidance on CSV file format, encoding as UTF-8, and supported character sets for CSV imports in Certain.
• Administering Certain
  Overview of account settings and the Administration, Registrations, Management, Reports, and Implementation sections in the Certain Help Center articl...
• API 1.0
  Legacy Web Services API 1.0 for administrator access, with guidance to use API2.0 for new integrations.
• Checking Imported Registration Data
  Instructions for viewing imported registration data in Certain by clicking the underlined number in All Registrations By Status on the Registrations t...
• Reports FAQ - Using the Reports Page
  Guidance on using the Reports page to run and filter reports, identify editable vs non-editable reports, and how to create reports.
• Financials (Attendee)
  Documentation for managing attendee financials, including payments, refunds, invoices, transactions, and general ledger setup.
• Accommodations (Attendee)
  Accommodations (Attendee) explains how to manage attendee room reservations, including blocks, room sharing, confirmations, and room guarantees in the...
• Session Information, Attendee (in Speaker and Session Management)
  Help article describing how to view and assign sessions to attendees, change status, and related features in Speaker and Session Management.
• Custom Question Information (Attendee Answers)
  This article explains how to view and edit attendee answers to the custom questions on the registration form.
• Registrations FAQ - Modifying Registration Details
  Instructions for changing details of a single registration in the Certain Help Center, including navigation to Overview, Profile, and related sections...
• Registrations FAQ - Updating a Group of Registrations
  Mass actions enable you to perform actions on a group of registrations from the Mass Action drop-down list. Examples include Changing Basic Actions, C...
• Registrations FAQ - Locating a Registration
  Guidance on locating a registration in Certain: use the Event Dashboard, registrations reports, and the Badge Report.
• Registrations FAQ - Creating Registrations
  Overview of three methods for entering registration information into an event database in Certain.
• Unmatched Roommates
  Room reservations that are being shared and that have not been matched. See Accommodation > Roommates for the matching process. This article explains ...
• Matched Roommates
  Matched Roommates article explains the list of all matched roommate pairs, including manual and auto-matched reservations, and how the data columns an...
• Registrations FAQ
  FAQ covering registration topics in the Certain Help Center.
• Assign Roles
  Instructions for assigning roles to events within the Certain platform.
• Sel? and Web? options
  Warning about using Sel? and Web? options for Agenda Item Questions and their impact on agenda items and registrations.
• Custom Questions
  Guide to adding and managing custom questions for event registration in Certain.
• Basic Navigation Within Certain
  Overview of Global Links and Primary Navigation in the Certain Help Center.
• How to Mark an Event as Favorite
  Instructions to mark an event as favorite by accessing the Event Dashboard and selecting the star icon.
• Content
• Registration - Automatic Event Waitlisting
  Documentation on enabling Automatic Event Waitlisting in Certain to automatically waitlist registrants when a full event has available spaces.
• Update Full Capacity/Inventory Messages
  Instructions to update the messages displayed when inventory is full or capacity is reached for Sessions and Agenda Items.
• Forms FAQ - Linking Website to Forms
  Instructions for linking an external website to a Certain form by using the registration form URL copied from Plan > Forms > Preview.
• Forms FAQ - Changing the Order of Items on a Form
  Guidance on ordering form items such as registrant details, attendee types, questions, and agenda items within the Form Setup Page Layout, including O...
• Forms FAQ - Setting Up the Agenda Search Section
  Forms FAQ outlining how to set up the Agenda Search section, including filters, labels, pagination, and no-results messages.
• Forms FAQ - Creating Form Section Headers
  Describes configuring the Section Header for form sections, including Text Above Header, Header Text, and Text Below Header, with defaults and field v...
• Forms FAQ - Creating a New Form
  Instructions to create a new registration form in the Certain platform, including navigation steps and related articles.
• Forms FAQ - Editing Forms
  Instructions for editing a form in the Certain platform, including steps and navigation.
• Forms FAQ - Previewing a Form
  Instructions for previewing a form in Certain's Forms feature, including split-screen edit mode and form preview steps.
• Forms FAQ
  Frequently asked questions about forms in the Certain Help Center.
• Appointment Preferences (Attendee Form)
  Guide to configuring and using the Appointment Preferences section for attendee forms, including setup, section headers, and how registrants use the f...
• What's a "Primary Form"?
  One form per event must be designated as its Primary Form. Learn how to designate, switch, and view the primary form and related notes.
• Inline Additional Registrations
  Summer Release #3 (Certain 8.3.8) introduces a new form section to streamline registration for guests or additional attendees with a grid for up to 20...
• Multi-Page Lists
  Overview of how data-list pages in the Certain Help Center handle pagination, filtering, and remembered preferences.
• Setting Up Digital Sessions
  Instructions for configuring digital sessions with Certain Platform, Signal, and webinar providers (Zoom/ON24).
• Digital Events: Using Certain Signal with ON24
  Detailed guide to configuring Certain Signal with ON24 for digital events, including prerequisites and setup steps.
• Setting Up a Digital Event
  Guidance for configuring digital events with Certain Signal using Zoom or ON24, including prerequisites and per-event steps.
• Digital Events: Using Certain Signal with Zoom
  Instructions for configuring Digital Events using Certain Signal with Zoom, including prerequisites, initial Zoom setup, and outbound/inbound flows.
• Digital Events: Overview
  Outline of setting up digital events in Certain, including prerequisites and step-by-step instructions.
• Build and Manage an Event - Step 3
  Step 3 covers creating and customizing registration forms for event management, including registrant details, attendee types, questions, verification,...
• General FAQ - Integration Link Examples
  Plan > Configure > Integration details for creating web integration links. This article explains how to use various integration links, including SSO, ...
• General FAQ - Using the Travel Module
  The Travel Module enables you to collect travel requests and reservation information from attendees. This page covers activation steps and travel data...
• General FAQ - About Spam Filtering
  Overview of how Certain handles spam filtering for emails, including default From address behavior and guidance to avoid quarantine.
• General FAQ - Using the HTML Editor
  This article explains how to use Certain's HTML Editor to format text, insert HTML, manage images, and save changes, with notes on CKEditor and HTTPS.
• General FAQ - Sending Emails
  General FAQ describing how the system sends emails and how to send messages to groups or individuals.
• General FAQ - Using Username (PIN) Fields
  Explanation of how usernames and PINs are assigned to attendee profiles, including automatic username creation when the field is blank.
• General FAQ - Tips for Names, Codes, and Labels
  Guidelines for Names, Codes, and Labels when creating items like Questions, Sessions, and Attendee Types in Certain.
• General FAQ - Managing Room Sharing and Roommate Matching
  Room Sharing and Roommate Matching (RSRM) enables you to track two attendees sharing the same hotel room during the event. The areas that control Room...
• Reports FAQ - Registrations to Review
  This report displays the number of registrations in several miscellaneous categories. You can click a number to view a detailed list of the registrati...
• Reports FAQ - Report Results Window
  Details the Report Results window in the Certain platform, including Action Bar, export options, filters, pagination, and how to interact with report ...
• System information
  To display technical information about the current release of Certain, access the System Information from the Help menu.
• Certain Support
  Overview of access to the Certain Support site and its resources: Knowledge Base, Certain Academy, Developer Space, and Contact Us.
• Global Navigation Icons
  Overview of the global navigation bar icons in Certain Help Center, including Support bot, Recent Items, Favorites, and Help and Support options.
• Suppliers (List)
  The Suppliers (List) page lists the suppliers in the current account and provides tools to search, add, edit, delete, and filter suppliers. It details...
• Event List (from Login)
  Event List is the first page after login to Certain Platform. It lists accessible events, supports templates exclusion, List or Calendar views, and ac...
• Search For Websites
  Instructions for searching Websites across events and accounts in the Certain Help Center.
• Search For Forms
  Instructions for searching forms across events and accounts in the Certain Help Center, including search criteria, wildcards, result paging, and openi...
• Search For Events
  Instructions for searching events across accounts and sub-accounts, including search criteria and navigation.
• Search For Profiles
  Help article describing how to search for profiles across accounts and sub-accounts, including fields, operators, wildcards, paging, and opening recor...
• Search
  Guidance on using the search feature in the Certain Help Center to locate records across Registrations, Profiles, Events, Forms, and Websites.
• Search For Registrations
  Instructions for searching registrations across events and accounts, including criteria, operators, wildcards, and results navigation.
• My User Information
  Instructions to update personal user information and password in the Certain Help Center.
• My Profile
  Help article detailing how to configure profile form fields for the My Profile section in Certain.
• Website News Page
  A generic page for static content displayed on the public side of the website.
• Create a Website (at account-level)
  Guidance on creating and managing account-level websites in Certain, covering site details, security settings, and preview options.
• E-commerce FAQ - Configuring E-commerce Accounts
  Instructions for configuring e-commerce accounts and payment gateways within the Certain platform.
• Reports FAQ - Working with the Report Results Window
  FAQ detailing how to use the Report Results window in Certain's Reports feature, including the Action Bar, filtering, exporting, and row controls.
• Reports FAQ - Report Setup (Event Reports)
  Guide to creating and editing custom reports in an event using the Report Setup page, including report types, tokenization, visibility, and access con...
• Refunds FAQ - How to Process Refunds
  Guide to canceling registrations and processing refunds following the SCAR protocol.
• Using Event Templates
  Event Templates provide a quick, reusable starting point for creating new events with consistent look, forms, and logic.
• Consolidation Reports
  Overview of consolidation reports in Certain, including system reports and custom reports across multiple events.
• Copy Event (Wizard)
  Step-by-step guide to copying an existing event using the Copy Event Wizard in Certain's Help Center.
• Event List (for Reviewers)
  Instructions for reviewers using the Event List in Certain, including access, sorting, and event column details.
• Event List (Reports-Only Users)
  Help article describing how Reports-Only users access and view event reports in Certain.
• Event List
  Guide to using the Event List in Certain Platform, including navigation, filters, columns, and actions such as add, export, and copy.
• Group List
  Guide to creating and managing groups for registration groups in events, including assignment and group details.
• Promo Codes
  Guide to creating, importing, and reporting promo codes for events in the Certain Help Center.
• Accommodation Blocks
  Documentation for creating and managing accommodation blocks, block utilization, and related reports.
• Flights
  Overview of managing event flights, including adding flights, flight information fields, and flight inventory within the Travel module.
• Travel Configuration
  Travel Configuration page for the Travel Packages sub-module, defining transfer times, statuses, transportation types, and event airports.
• Custom HTML Section Details (Registration Form)
  Instructions to add or edit a Custom HTML section on a registration form in Plan > Forms > Custom HTML, including headers, data fields, page HTML, and...
• Custom HTML (Registration Form)
  Guidance on adding and managing Custom HTML sections within registration forms on the Certain platform, including creating, editing, copying, and dele...
• Packages
  Overview of the Packages feature in Certain Help Center, including creation, editing, deleting, and reporting packages.
• Logic Rules (Attendee Form)
  Logic Rules (Attendee Form) explains how to create form logic rules to control display and processing on the registration form.
• Additional Registrations (Attendee Form)
  The Additional Registrations section enables attendees to enter more than one registrant on a single order form, and process or pay for all of the reg...
• Travel (Attendee Form)
  Documentation for configuring travel information in the Travel module's Attendee Form, including Travel Entry, Travel Requests, and Flight/Transportat...
• Event Waitlist form section
  Add an Event Waitlist section to a form if the event is set to process waitlisted registrations automatically.
• Accommodations (Attendee Form)
  Accommodations module for attendee registration with setup steps, entry, list, and customization options.
• Groups (Attendee Form)
  A detailed guide for configuring the Groups section in event forms, including enabling Registration Groups, choosing how attendees specify their group...
• Content
• Verify / Edit Info (Attendee Form)
  The Verify / Edit Info (Attendee Form) article explains how registrants review and edit their registration, view a summary, modify each registration p...
• Registration Confirmations
  Use this page to create a custom, personalized registration confirmation for the event. Includes dynamic data fields, barcodes, and section headers co...
• Payment Options (Registration Form)
  Configuration guide for payment handling on the Registration Form in Certain Help Center.
• Promo Codes (Attendee Form)
  Promo Codes (Attendee Form) explains prerequisites, where to configure promo codes (Plan > Promo Codes), and how to place the Promo Codes section in t...
• Session Display Options (Registration Form)
  Settings to customize how sessions are displayed in the registration form.
• Sessions (Attendee Form)
  Instructions for configuring and using Session Sections, Session Templates, Speaker Template, and related options in the Attendee Form.
• Agenda Section Details (Registration Form)
  Agenda Section Details (Registration Form) article describing how to add and configure agenda sections on a registration form, including headers, type...
• Agenda Display Options (Registration Form)
  Configuration options for Agenda sections within the Registration Form, including Personal Agenda, Agenda, and Agenda Guest List.
• Agenda (Registration Form)
  Agenda sections on a registration form allow attendees to select agenda items. You can add up to 40 Agenda sections. Examples include Session Breakout...
• Questions Section Details (Registration Form)
  Instructions for adding and editing a Questions Section in a registration form, including headers, questions, and display conditions.
• Questions – (Header Details)
  Configure the details of a header used to separate groups of questions on the Verify and Confirm pages of a registration form.
• Questions (Registration Form)
  Documentation on configuring and using the Questions sections in the Registration Form for events in the Certain platform.
• Enable Forgot Password
  Details the fields added to the Entry form when enabling Forgot Password and their default values.
• SSO (Single Sign-On) Configuration and Use
  Overview of configuring and using SSO in Certain, including Admin, Attendee, and Check-In App SSO types, setup steps, and per-portal usage.
• SSO Configuration
  Administrator-facing guidance to configure and manage Single Sign-On (SSO) connections for events in Certain.
• Promo Code with $0.00 fee/discount
  Instructions to create a promo code with a $0.00 fee/discount in the Certain platform.
• Using Forgot Password in Forms Guide
  Guide on using the built-in Forgot Password feature in Certain forms, including email template setup and form configuration.
• Entry Page (Attendee Form)
  Help article detailing the Entry Page (Attendee Form) in Certain's registration forms, including access options, permissions, waiver, credentials, pas...
• Content
• Registrant Details (Attendee Form)
  Overview of the Registrant Details section for attendee registration, including headers, field selection, registrant information, and display options.
• Form Setup (Attendee/Registration Form)
  Documentation on configuring attendee registration forms, their sections, and advanced settings in Certain.
• Cookies in Certain
  Cookies in Certain is a brief PDF guide to the cookies added to your registrants’ browsers by the forms and webpages you create using Certain. It also...
• Create a Registration
  The registration page contains contact information about the attendee and basic registration information, including Attendee Type and Status. It descr...
• Create a New Form
  Documentation for creating and configuring a registration form in Certain's planning platform, including setup, sections, layout, and advanced setting...
• Copy Registration Form
  Instructions to copy an existing registration form on the Certain platform.
• Forms List
  Forms List is a help article describing how to view and manage forms for an event, including creating, copying, showing inactive forms, and the availa...
• Travel Information (Event Setup)
  Overview of the Travel Information page in the Certain Travel Module, including Travel Questions, Travel Reservations, and Default Travel Dates config...
• Financials
  Financials section detailing payment processing options, security settings, financial settings, tax codes, and online payment processing for events in...
• Agenda Items: Advanced (Custom Questions)
  Legacy feature to assign custom questions to agenda items for event registrations; includes cautions and best practices.
• Extended Display
  Extended Display is a set of options to customize the look and feel of event forms, websites, and emails using a custom HTML shell. It covers Images a...
• Navigation Bar
  Guide to configuring the navigation bar, including display options and related settings for events.
• Site Setup (Event Website)
  Guide to configuring event websites within Certain, including Name, Settings, URL, Google Analytics, and page features.
• Primary Display
  Details how to configure the appearance of event forms, websites and emails using Primary Display, including colors, fonts, headers and footers.
• Assets
  Manage event and account assets including uploading, viewing, and organizing images, scripts, and style sheets for use in your event.
• Event Display Fields
  Use this page to add and edit custom Event Display Fields for use in any events in this account.
• Questions
  The Questions page explains how to create and configure custom questions for registration forms and related areas in Certain.
• Merchandise (Agenda Items)
  Instructions for managing Merchandise items within an event's Agenda, including item list operations, custom merchandise types, and groups/classificat...
• Fees & Discounts (Agenda Items)
  Overview of managing fees, discounts, taxes, and custom types on the Agenda Fees page in Certain's event platform.
• Scheduled (Agenda Items)
  Overview of scheduled agenda items, their types, views, and grouping in the Certain event platform.
• Attendee Types
  This page lists the attendee types defined in the event and explains how they are managed within the event platform.
• Custom Statuses
  This help page lists custom registration statuses for events, including standard statuses, registration details, and status logic.
• Notification Setup
  Instructions to configure email alerts for attendee types, agenda items, event capacity, room blocks, and sessions based on capacity thresholds.
• Event Websites
  Overview of event websites in the Certain Help Center, including how to view, create, and manage event-level websites.
• Add or Edit a Conference Session in Speaker and Session Management
  Guidance on adding or editing conference sessions within the Speaker and Session Management module of the Certain platform.
• Choose Report Grouping
  Documentation on grouping reports with up to three levels, including sorting, date grouping, and display options.
• Pick Report Columns (Data Fields) [Supplier Reports]
  Instructions for selecting, ordering, and renaming data fields in supplier report columns.
• Choose Report Filters (Suppliers)
  Guide to using Date Filters and Advanced Filters for supplier reports in the Certain Help Center.
• Select Report Subtotals
  Instructions for displaying subtotals within groups in supplier reports, including how to display, which fields to subtotal, and how subtotals appear.
• Display Options (Supplier Reports)
  Documentation on configuring display, formatting, data output, and print settings for Supplier Reports in the Certain platform.
• Copying a Supplier Report
  Instructions for copying a supplier report using the Report Copy Wizard in the Certain platform.
• Supplier Reports
  Overview of active supplier reports and how to manage them in the Certain platform.
• Report Setup (Suppliers)
  Guidance to add or edit custom Suppliers reports in the Certain platform.
• Import Suppliers
  Guide to importing supplier data via the Import Suppliers Wizard, including preparing data, uploading, mapping fields, and options.
• Specify Custom Report Header and Footer (Supplier Reports)
  Guide to adding a custom header and footer to supplier reports with HTML Editor usage and data field insertion.
• Supplier Detail Information
  Help center article describing how to edit or add supplier records and the fields stored for each supplier in the Certain platform.
• Contacts
  Details about managing registration contacts for events, including adding, editing, deleting, and assigning contacts, and how Contacts are used in for...
• Event Details (or "Add Event")
  Use the Event Details page to enter the basic information about an event, including Event Name, Event Code, dates, time zone, status, and options for ...
• Reviewers
  Help center article describing how to manage reviewers for Speaker and Session Management, including how to add, edit, import, and export reviewers.
• Speakers (in Speaker and Session Management)
  Guide for managing speakers in Speaker and Session Management, including quick tips, background, features, and importing/exporting.
• Content
• EXPORT
  Documentation on defining report export actions in the Certain Help Center.
• Pick Report Columns (Event Reports)
  Documentation on selecting and ordering data columns for Event Reports in the Certain platform.
• User-Defined Column Details (Event Reports)
  Instructions for creating and configuring up to 20 user-defined columns in Event Reports, including single-field and multi-field columns, naming, and ...
• PAGE (Custom Report Header and Footer)
  Instructions to customize headers and footers for a custom report across formats, including dynamic data fields and the HTML Editor.
• Report Subtotals
  Guidance on displaying subtotals in reports, including per-group counts, grand totals, and how to configure numeric field subtotals.
• Choose Report Filters
  Help article describing how to use report filters including Date, Standard, Drill-Down, and Advanced Filters.
• Agenda Item Quantities
  Details about how agenda item quantities are displayed in event reports, including the Quantity and Quantity Label options.
• Choose Report Grouping
  Documentation on creating and configuring summary groups for report data in Certain's Reports/Analyze tool, including how to display, sort, and custom...
• Display Options (Event Reports)
  Options to control display and print formatting for Event Reports in the Certain Help Center.
• Report List
  Overview of the Event Reports List with how to run, filter, create, and copy reports in the Certain Help Center.
• Setup Dashboard
  The Setup Dashboard is the planner’s home page for configuring event details, attendee types, questions, schedules, reports, forms, emails, and additi...
• Display
  Overview of the look and feel configuration for event forms, websites, and emails in Certain.
• Registration History (Attendee)
  The Certain Help Center article explains how the History area tracks changes to an attendee's registration, what is shown in the History list, and how...
• Profile History
  Help article detailing how to use the Profile History feature in the Certain Help Center.
• Recommended Dimensions for Extended Display > Main Image Field
  Guidance on the Main Image field in Extended Display, including default width, maximum expansions, and how to upload header banners and customize with...
• How to shorten a Form or Website URL
  Instructions for shortening Form and Website URLs in Certain Help Center, including Form URL, Website URL, and Vanity URL with examples.
• Web Crawlability (for Forms and Websites) Guide
  Guide describing how event content in Certain is exposed to search engine crawlers and how to use robots META tags to control crawlability.
• Google Analytics in Certain Guide
  Guide to setting up Google Analytics in Certain, including Website Profile, Tracking IDs, and per-page URL options.
• Cookies in Certain Guide
  Guide to essential and non-essential cookies in the Certain platform, including identifying cookies across major browsers.
• Event Options
  Event Options page to configure event settings including Global Settings, Template Settings, Waitlisting, DDF Date Format, Custom Registration Propert...
• Email a group of registrations
  Instructions to send an email to a group of registrations using an email template, including recipient selection, template choice, message fields, att...
• Uploading an Email Attachment
  Instructions for attaching a file to an email in the Certain platform, including path format and conflict handling.
• Itinerary Settings
  Instructions to configure the appearance and content of the Itinerary PDF within the Certain platform.
• Event Invoices
  Guide to using and editing event-level invoice templates, including templates, editing sections, and account-level invoices.
• Printable Confirmations (Event-Level)
  Help article detailing how to create and edit event-level printable confirmation templates, including header, introduction and closing, footer, sectio...
• Digital Events Email Templates
  Email template for the hourly email sent to new digital event registrants.
• Scheduled Emails
  Overview of how to view and manage scheduled emails within an event in the Certain Help Center.
• PDF Document
• Reviewer Email Templates
  Help article describing how to create and manage reviewer email templates for session reviewers in Certain.
• Speaker Email Templates
  Help article describing how to create and manage speaker email templates, including From, Reply To, Subject, Message, attachments, and dynamic fields.
• Removing extra bullet points when using Content Block on email templates
  Guidance on preventing extra blank bullet points when using Content Block in email templates in Outlook; includes a fix using a hidden div.
• Dynamic Emails Guide
  Guide explaining how to use Content Blocks and Display Rules to create dynamic emails based on registration values.
• Scheduling Emails Guide
  In Certain Platform, you can schedule emails to be sent to a filtered set of registrants at a later date. This article explains how to enable, set up,...
• Email Templates
  Documentation on creating and managing reusable Email Templates in the Certain platform, including types, management, scheduling, attachments, and dyn...
• Speaker and Session Management User Guide
  Illustrated PDF guide describing how to manage Sessions and Speakers in an event.
• Introduction to Speaker and Session Management (PDF)
  Concise overview of the Speaker and Session Management module presented as a linked PDF within the Certain Help Center, including access instructions ...
• Event Session and Speaker Summary Report
  A summary list of qualified sessions and their speakers for event reporting; lists only sessions with the Qualified status from Session Management.
• Sessions Report
  A detailed list of all sessions in the event, showing the information set up on Manage > Speakers and Sessions > Sessions.
• Event Session Status Summary Report
  A report listing attendee counts for each session instance, with drill-down registrations and Excel export.
• Event Session Summary Report
  A summary of how many of each scheduled instance of the event's sessions have been selected by attendees.
• Speakers Report
  A detailed list of speakers assigned to an event, including profiles, bios, abstracts, and whether speaker agreements and profile pictures have been u...
• Session Layout (in Speaker and Session Management)
  Configuration for the Sessions page layout in Speaker and Session Management, including Simple Sessions and Conference Sessions, with fields, instance...
• Session Export (in Speaker and Session Management)
  Documentation for exporting sessions from the Speaker and Session Management area of the Certain platform. Exports can be generated as CSV or Excel fi...
• Session Mass Actions (in Speaker and Session Management)
  Session Mass Actions lets you modify fields for multiple sessions at the same time on the Sessions page. Publish to Attendee Types, adjust Session Sta...
• Session Import (in Speaker and Session Management)
  Instructions for importing sessions in Speaker and Session Management, including supported file formats, required fields, mapping steps, and updating ...
• Session: Add or Edit (in Speaker and Session Management)
  Instructions for adding and editing sessions in Speaker and Session Management, including how the Session Layout affects what you see and how to choos...
• Sessions (in Speaker and Session Management)
  Instructions for managing sessions within the Speaker and Session Management module, including session lists, instances, scheduling, filtering, and se...
• Badges (in Badges V2)
  Guide to configuring and printing attendee badges using the Badges V2 module, including badge layouts, printing options, and barcode/logo/pic features...
• Travel Information (Attendee)
  Documentation for the Travel Information page in the Certain platform. Details include Travel Preferences, Traveler Information, Flights, and Individu...
• Email (Attendee)
  Instructions for sending email to a registrant from an event using the Email (Attendee) feature in Certain.
• Agenda (Attendee)
  Overview of managing agenda items for attendees in Certain's event registration tool, including adding items, statuses, and guest lists.
• Attendee Overview
  Attendee Overview page in the Certain Help Center shows a detailed, sectioned summary of a selected attendee's information, including profile, registr...
• Query (Find) Registrations
  The Query Registrations page enables you to quickly find registrants using detailed searches.
• Attendee Profile
  The Attendee Profile page contains contact and registration information for an attendee, including Attendee Type and Status.
• Import/Update Registrations
  Instructions for importing and updating registrations using the Registration Import Wizard on the Certain platform.
• Import Registration Agenda
  This article explains how to assign, update, and cancel non-fee-based agenda items on existing registrations using the Registrations Import page.
• Import Registration Session Instances
  Instructions for assigning, updating, and canceling session instances on existing registrations via the Registrations Import page.
• Import Registration Data
  Instructions to import registrations, registration agenda items, or registration session instances from external files into the event registrations da...
• All Registrations By Status
  The All Registrations By Status report shows complete and incomplete registrations by status with two pie charts and a report table on the Event Dashb...
• Completed Registrations by Attendee Type
  Summary report showing completed registrations grouped by attendee type with bar and pie charts and a report table.
• Event Dashboard
  Overview of the Event Dashboard, including Setup and Registration Dashboards, favorites, and available actions.
• Registration Dashboard
  Overview of the Registration Dashboard in the Certain platform, including sections for completed registrations, registrations by status, and registrat...
• PDF Document
• Check-In: Alert Configuration
  Configuration guidelines for VIP alerts in Certain Check-In to notify contacts when VIP Attendee Types or Organizations check in.
• Check-In: Create VIP Alert (wizard)
  Instructions for creating a VIP alert in Certain Check-In using the Add New wizard. The wizard filters attendees by organizations and attendee types a...
• Kiosk Configuration
  Instructions for configuring custom kiosk survey questions and messages in the Certain Kiosk app.
• Check-In: Profile Configuration
  Instructions to configure profile fields shown in the Certain Check-In app, including baseline fields, adding and editing additional fields, their ord...
• Check-In: Basic Configuration
  Documentation for Check-In: Basic Configuration. Includes Temporary Access Code, Registration Status after Check-in, Registration Status on Reverting ...
• Check-In: Session Configuration
  This article explains how to enable session check-ins and manage walk-ins for sessions in Certain's Check-In app.
• Check-In: Question Configuration
  Instructions to configure check-in questions for the Certain Check-In app, including selecting, editing, and organizing custom profile and registratio...
• PDF Document
• Custom Report Header and Footer (Profile Reports)
  Help Center article detailing how to add and format custom headers and footers for profile reports, including supported formats and data-field usage.
• Choose Report Filters (Profiles)
  Documentation on building and using report filters for Profiles, including Date Filters and Advanced Filters.
• Select Report Subtotals (Profiles)
  Subtotals can be displayed on printable report formats with per-group and grand-total options for profile reports.
• Pick Report Columns (Profiles)
  Instructions to select, reorder, and customize data columns for profile reports in the Certain platform.
• Choose Report Grouping (Profiles)
  Details on configuring report groupings by up to three levels for profile reports in Certain's Help Center.
• Report Display Options (Profiles)
  Options for displaying and printing the selected Profile report, including format, data formatting, and print settings.
• Copying a Profiles Report
  Instructions to copy a Profiles report using the copy wizard, including naming, description, and grouping options.
• Profile Overview
  Profile Overview article describing the details of a person's Profile record, including editing, contact information, integration IDs, event registrat...
• Search Profiles
  Help Center article describing how to search and filter profiles, including columns, operators, and date filters.
• Profile List
  This article explains the Profile List page in the current account, defines profiles, and describes how to add, find, import, and edit profile records...
• Create a New Profile, or Edit a Profile
  Instructions to create or edit a profile in the Certain Platform, including contact details and address fields.
• Russian Data Privacy
  Technical article describing the Russian Data Privacy sub-module in the Certain platform, including configuration, event triggers, field mappings, and...
• Profile Anonymization
  Instructions for anonymizing profiles to protect PII in the Certain platform, including workflow, fields to anonymize, and audit capabilities.
• Security Settings
  Account-level security options for Certain account users, including session timeout, password expiration, and email-related settings.
• PDF Document
• Account Invoices
  Account-level invoice templates and settings for managing invoices in the Certain Help Center.
• E-commerce Account Details
  Details on configuring e-commerce accounts and processor settings in Certain.
• Financial
  Account Financial Settings including organization name, tax details, invoice numbering, e-commerce accounts, and tax code settings.
• Data Extraction Guide
  Guide to extracting historic profile, registration, and event data from Certain using custom reports.
• GDPR Data Subject Requests Guide
  Guide to responding to GDPR Data Subject Requests (DSRs) for data stored in Certain, covering view, edit, and forget-me requests.
• User Information
  Documentation for managing users, including creation, filtering, profiles, roles, permissions, and history in the Certain platform.
• Account Usage
  Account Usage article describing how administrators can track usage and generate reports, including events, registrations, imports, test registrations...
• Sub-Accounts
  Administrators can create and manage sub-accounts within the current account, configure codes, usernames, parent relationships, and access controls to...
• Assigning User Types
  Instructions for assigning user types to Certain User accounts, detailing available roles and permissions.
• Account Information
  Help Center article describing the Account Information page, including account scope, required fields (Account Name, Primary Contact, Email), and invo...
• Copying an Account Report (Report Copy Wizard)
  This guide explains how to copy an existing Account Report or System Report using the Report Copy Wizard.
• Report Setup (Account-Level Reports)
  Guidance for creating and managing account-level reports in the Certain platform.
• Account Report List
  Overview of Account Reports, System Reports, and Role-Based Reports with actions to preview, edit, delete, favorite, copy, or create reports, and filt...
• Registration Statuses (for tags)
  Instructions for assigning tags to standard and custom registration statuses, including API 2.0 exposure and the Show Default Statuses requirement.
• Industries (at account-level)
  Administrators can add, edit, and import industries at the account level for use in speaker and session management.
• SSO Connections (for an account)
  SSO connections for a Certain account, including access, available connections, and configuration details with field mapping and button customization.
• Job Functions (at account-level)
  Guide to adding, importing, and managing job functions for speaker and session management at the account level.
• Tags
  Help Center article detailing how to manage tags including adding, listing, importing, and exporting tags.
• General Ledger
  Help article describing the General Ledger setup and G/L account list for budgeting in Certain.
• Role Details
  Role management in Certain allows creating roles with specific permissions and assigning users to one or more roles. Roles can be inherited from the p...
• Content Blocks (At Account Level)
  Guide to configuring account-level content blocks for emails, forms, websites, and event displays in Certain.
• Custom Event Data
  Details about Custom Event Data in the Certain platform, including access, usage, and management of custom questions and account-level display fields.
• API Fetch - Eloqua step by step configuration
  Step-by-step guide to configure API Fetch with Eloqua for ingesting Eloqua contacts as Certain registrations.
• API Fetch walkthrough
  Step-by-step guide to configuring API Fetch for Eloqua data in Certain Platform.
• API Fetch FAQs
  FAQ about API Fetch including its purpose, add-on status, access, and use cases.
• Signal Integration with Advanced Webhooks Guide
  Guide to using Signal to integrate with other applications via Advanced Webhooks, including nested JSON support and mappings. Includes setup steps, ta...
• Signal Integration with Eloqua Guide
  Guide to using Certain Signal to integrate with Eloqua. Includes prerequisites, credentials, setup steps, and how to configure tags, connections, flow...
• Signal Integration with Webhooks Guide
  A guide to using Certain Signal to integrate with other applications via Webhooks. Includes prerequisites, tags, connections, flows, mappings, dashboa...
• Signal Integration with Salesforce Guide
  Guide to using Certain Signal to integrate with Salesforce, including tags, connections, flows, mappings, and troubleshooting.
• Signal Integration with Marketo Guide
  Technical guide detailing how to integrate Certain Signal with Marketo, including tags, connections, flows, mappings, destinations, and troubleshootin...
• Account Settings
  Account Settings page detailing user information, reports, administrator tasks, and configuration options in the Certain Help Center.
• Privacy Compliance
  Privacy Compliance page detailing admin-only access, Data Privacy Module prerequisites, and available sub-modules for an account in the Certain platfo...
• Certain Signal: User Guides
  PDF user guides explaining how to configure and use Certain Signal to integrate with third-party applications such as Marketo, Eloqua, Salesforce, Web...
• Check-In Settings
  Configuration page for branding and settings of the Certain Check-In app used for on-site attendee check-in.
• Account History
  Overview of account history retention, scope, fields, and download options for administrative users.
• Data Format
  Data Format article in the Certain Help Center describing how administrators can limit and apply text reformatting rules to fields in event registrati...
• Custom Profile Data
  Details on profile data, custom questions, and default fields for registrations in Certain's platform.
• Account Tax Codes
  Use this page to edit, delete, or create a new tax code template.
• Registration Groups – Quick Guide
  Registration Groups Quick Guide explains how to set up and use Registration Groups in an event and how to enable the Registration Groups sub-module.
• Import (Groups)
  Instructions to import event groups from a CSV file using the Import Groups feature.
• Group Reports
  Documentation for Group Reports in the Certain Help Center, including the Group Summary Report and its columns.
• Assign Groups
  Instructions for assigning a group to selected registrations in Certain's Help Center.
• Custom Fields
  Custom Fields for Groups let you store extra information about each group and surface values on the Group Summary Report.
• Agenda
  Overview of agenda categories (Scheduled Items, Fees & Discounts, Merchandise, Other) along with import/export, waitlisting, and category organization...
• 'Send Email' for accepted registrations
  Guide explaining how to configure the Send Email action for accepted registrations and when to use an email template.
• How to Import Accommodation Details
  Steps to import and update accommodation details for registrations, including selecting the import type, update option, uploading Excel files, mapping...
• How to Update Event Template Thumbnails
  Guide to upload a preview image for event templates with the recommended size of 200 x 150 pixels.
• Session Reminders
  Session Reminders enable automated, scheduled emails relative to session start, including templates with Dynamic Data Fields, testing, and analytics.
• Travel Packages (Flights) Guide
  Guide to configuring travel with flights and flight packages in Certain, including enabling Travel Packages, configuring travel settings, and generati...
• Promo Codes Guide
  Guide to using the Registration Groups as Promo Codes module in Certain, including the Promo Code Wizard, discounts, availability, imports, reports, f...
• How to Create a New Event
  Guidance on creating a new event in Certain: three methods exist—Create from scratch, Copy an existing event, or Use a Template. Includes entering eve...
• Speaker and Session Management User Guide
  Detailed guide to enabling and using Speaker and Session Management and Conference Sessions in Certain, including portals, setup, scheduling, reviews,...
• Recurring Classes - What you need to know...
  Overview of recurring sessions in the Certain platform, including activation, behavior, delayed creation, fees, conflict checks, check-in, and post-cr...
• Certain API 2.0 Developer Documentation
  Overview of Certain API 2.0 REST methods, authentication, resource paths, and rate-limiting FAQs.
• Request a Touchpoint Ignite Demo
  Form to request a Touchpoint Ignite Demo including fields for First Name, Last Name, Company, Work Email, and Event Goals.
• Vulnerability Report
  Vulnerability Report form to collect contact information for reporting vulnerabilities.
• Certain Product Support
  Overview of Certain's product support services, SLA, maintenance windows, and support levels for the Certain SaaS Application.
• Seamless Event Payments with Certain + Stripe
  Integration of Stripe with Certain enables online and in-person event payments with 100+ methods and global reach.
• Deliver Engaging and Memorable Virtual Experiences, At Scale
  Deliver engaging and memorable virtual experiences at scale with Certain's event management platform, enabling personalized experiences, branding, and...
• Bring Events Into Your Marketing Technology Stack
  An end-to-end event automation platform that unifies event data to power real-time marketing actions.
• Drive a Higher ROI from Every Event
  Event automation software for marketing executives enables ROI from events by capturing attendee data, delivering personalized content, and providing ...
• In-Person Events Easily Planned, Delivered & Repeated
  Certain's event management platform enables planning, delivering, and repeating in-person events with live support and Event Intelligence.
• Unify Virtual and In-person Audiences With a Consistent and Engaging Hybrid Even...
  Overview of Certain's hybrid events platform for unifying virtual and in-person audiences with engagement tools, templates, branding, and insights.
• Software for Event Planners
  All-in-one event management software for event planners including templates, attendee personas, and native integrations.
• AI-Powered Event Management Software for Sales Professionals
  AI-powered event management software for sales professionals that helps identify high-potential prospects, personalize follow-up, and close more deals...
• Turn Event Data into Real-Time Revenue Acceleration
  Certain Signal orchestrates event data flows to turn interactions into real-time buyer signals, fueling marketing and sales.
• Maximize event success
  Training resources for the Certain platform, including Certain University, training webinars, brand experience, scale, insights, and logistics feature...
• Event Management Consulting Services
  Certain’s event management consulting services help you leverage buying signals from event data to enhance lead scoring, increase efficiency, branding...
• Security, Compliance, and Enterprise Scale for Global Event Programs
  Security, compliance, and enterprise-scale governance for global event programs, including PCI DSS, SOC 2, privacy controls, encryption, access govern...
• Reading Your Buyer's Mind On-demand Webinar
  An on-demand webinar about unlocking buyer intent through event data. It introduces advanced engagement tools, analytics from audience preferences to ...
• Igniting Event Experiences with Touchpoint Ignite
  On-demand webinar about gaining deeper insight into audience behaviors, preferences and trends to drive revenue and results from events. Learn how to ...
• Take a Tour of Touchpoint Ignite Event App
  Overview of the Touchpoint Ignite event app tour, highlighting key features and benefits.
• Take a Tour of the Certain Solution
  A tour page presenting the Certain solution with a product tour frame and a banner highlighting revenue from events.
• Learning Center
  Get information about Certain's intelligent Event Management Solution through whitepapers, guides, infographics, webinars, and more.
• Take a Tour of the Certain Event Platform
  Overview of the Certain Event Platform tour, including a diagram of the Comprehensive Event Management components and a call to action.
• Take a Tour of Event Advisor
  A tour showcasing the key benefits of Event Advisor with a full-screen frame and a Contact Us CTA.
• Our Customers Tell The Best Stories
  Customer stories highlighting how organizations use Certain’s event management platform to improve efficiency, branding, scale, and insights.
• Take a Tour of Session Advisor
  Tour page for Session Advisor with tour instructions and a demo placeholder.
• Your CEO Asks
  When you're investing a significant portion of your marketing budget in events and your CEO asks, 'What are the results?', do you have the resources a...
• Why a Mobile Event App? Amazing Insights. That’s Why.
  Guide explaining the value of a mobile event app with insights and a download option.
• Where’s Your Event ROI?
  Infographic about event ROI metrics, highlighting that 80% of marketers cite lead generation as the #1 goal of event marketing, while 48% report havin...
• What’s Next in Event Intelligence
  Overview of AI’s potential in the event industry, including trends, data roles, and privacy implications.
• Ultimate Guide to Event Success
  From conceptualizing and strategizing your event to managing budgets, engaging attendees, and measuring impact, the Ultimate Guide to Event Success wi...
• The Ultimate Guide to Event Buying Signals
  A guide about event buying signals and AI's role in event marketing.
• Turning More Audiences into Customers with AI-Powered Personalization
  Learn how to leverage AI-powered personalization to convert audiences to customers with AI personalization.
• Turning Event Data into Gold – 7 Ways to Measure the Business Impact of Your Eve...
  Attendee Management & Certain show you how to transform your event data into meaningful insights.
• Turn Engagement Signals into Pipeline
  Video On Demand resource showing how to turn engagement signals into pipeline using Certain's event management solutions.
• Turn Cold Event Leads Into Hot Opportunities with Certain
  Infographic describing how Certain’s event experience solution helps convert ice cold event leads into warm customers and outlines Certain’s event man...
• The Ultimate AI Tech Stack for Event ROI
  Overview of the ultimate AI tech stack for driving event ROI with engagement and analytics capabilities.
• The Top 10 Best Event Management Software Features
  Infographic outlining ten key features for evaluating event management software, focusing on data quality and real-time insights.
• The Event Marketing Playbook: Mobile Strategy
  Tips and best practices for developing and executing a mobile strategy for events before, during, and after the event.
• The Event Marketer’s Guide to Generative AI Prompts
  Infographic and resources for event marketers on using generative AI prompts to drive registrations, personalize engagement, and deliver ROI.
• Setting Up Your Sales Meetings for Success
  Infographic: Setting Up Your Sales Meetings for Success. Booking face-to-face sales meetings during events is crucial for driving pipeline, so set you...
• Session Break: Hybrid Event Planning & Execution
  Video on demand session with Kent Martin covering key considerations for planning and delivering hybrid events.
• Session Break: 3 Ways to Get Your Attendees Engaging with Each Other Using an Ev...
  Learn more about how to promote attendee engagement with a mobile event app using features like discussion threads, Q&A and leaderboards.
• Scaling Event Intelligence for Business Success
  Download this whitepaper to understand how to measure, gain insight, and communicate ROI across a holistic event program with an overarching event int...
• Redefining the Event Landscape in the Enterprise World
  Part 1 of the Enterprise Events series explains how events serve as strategic tools to drive growth, foster innovation, and enhance brand value.
• Real-Time Marketing Guide
  Download this guide to learn about the intersection of real-time marketing automation and event management technology.
• Igniting Event Experiences with Touchpoint Ignite
  On-demand webinar explaining how to unlock buyer intent from event data, with advanced engagement tools and analytics to create personalized event exp...
• Reading Your Buyer’s Mind
  In this on-demand webinar, Certain shows how to unlock buyer intent through event data, introduces advanced engagement tools and strategies that facil...
• Power Templates
  Power Templates enable event templates to streamline and standardize event creation on Certain's platform.
• Post-Event Metrics to Deliver
  Tracking key post-event metrics around demand and pipeline creation is important to showcase how events deliver on business goals.
• Event Personalization at Scale
  Video On Demand resource showcasing enterprise event management solutions and tools.
• Video On Demand: Your Events are Talking, Are You Listening?
  Overview of Certain's on-demand event management solutions including manage, engage, and analyze capabilities.
• Measuring Event Success Across the Funnel
  Infographic explaining how to evaluate event impact across the funnel and link event goals to business outcomes.
• Marketing Event Automation Simplified
  Download this infographic to learn about how combining data from marketing automation and events is a powerful way to deliver ROI.
• The Event Data Orchestration Cycle
  Infographic describing how to transform raw event data into quality, actionable insights through a structured data lifecycle.
• The Powerful Impact of In-Person Experiences on Event ROI
  In Part 3 of our Enterprise Events series, we take an in-depth look at enterprise events from a C-Suite perspective and answer questions such as: Are ...
• The Hybrid Event Strategy Playbook
  Guide describing how to blend in-person and digital event experiences to form a hybrid event strategy.
• The Hybrid Attendee Engagement Journey
  Learn how to tailor attendee engagement to their registration type by ensuring ways for guests to connect and interact, no matter where they join from...
• How to Accelerate Revenue with Intelligent Events
  Guide on accelerating revenue by leveraging intelligent events to engage customers throughout the buying journey.
• How Marketing Events are Changing
  Infographic describing how marketing events are changing, from a narrow focus to being strategic across the customer journey.
• How Events Drive Revenue
  Infographic describing how events drive revenue by tailoring attendee experiences and guiding prospects through the buying process.
• How Grand Connections Scaled Events with Certain
  Video on demand detailing how Grand Connections scaled events with Certain's platform.
• Getting the C-Suite on Board with Your Events Strategy
  Research shows the C-Suite is increasingly involved in day-to-day decision-making, and events strategy buy-in is more important than ever. This guide ...
• Gathering Attendee Feedback – Beyond the Event Experience
  Learn how to harness the power of event data to unlock buyer intent and identify important buying signals in this on-demand webinar.
• The Future of Events: ABM Strategy
  A guide describing how account-based marketing (ABM) intersects with event strategy to prioritize target contacts.
• From Signals to Sales: Activating Intent Data from Events
  Webinar transcript page on activating intent data from events and showcasing Certain's event management solutions.
• Events as a Strategic Lever in B2B Marketing
  An eBook, Part 2 of the Enterprise Events series, explaining how events serve as a strategic lever in B2B marketing and how to plan, measure, and adap...
• Event Strategies to Accelerate the Buyer Journey with Deep Insights
  An eBook highlighting the roles of AI and EI in buyer engagement and providing strategies for leveraging cutting-edge technologies to connect with eve...
• The Event Marketing Playbook: Metrics & Data Strategy
  Data drives successful B2B event marketing. The Playbook covers tracking event marketing metrics to uncover hidden demand and pipeline.
• The Event Marketing Playbook: Engagement Strategy
  A guide to engagement strategies in event marketing to maximize ROI.
• The Event Marketing Playbook: ABM Strategy
  A guide on account-based marketing (ABM) strategy focusing on aligning sales and marketing and optimizing events for ABM.
• Event Management Overview
  Overview of Certain's Event Management technology solutions for managing, engaging, and analyzing events.
• The Event Intelligence Playbook
  A guide for event marketers detailing ROI, data, and resources for optimizing event intelligence and performance.
• Get Intelligent Insights From All Your Events
  Get Intelligent Insights From All Your Events — We help you track and analyze your event data and send signals to improve attendance, engagement and r...
• Event Engagement Overview
  Overview of Certain's event engagement solutions, including Manage Events (Enterprise Event Management Software), Engage Attendees (Touchpoint), and A...
• The Event Engagement Data Playbook
  Guide on driving, capturing and acting on attendee engagement data for virtual, hybrid, and in-person events.
• Event Data Strategy Best Practices
  Infographic detailing best practices to ensure that your event data strategy supports engagement and delivers measurable outcomes.
• Ultimate Guide to Event Data Orchestration
  Event data plays a crucial role in driving business outcomes by empowering marketing professionals to make informed decisions. To make event data trul...
• Event Automation for Data-Driven Marketers & Event Professionals
  Infographic about Certain's event management technology and its components, including Touchpoint and Event Intelligence.
• Elevating Event Experiences with Deep Audience Insights
  A playbook of tips and best practices to drive, capture, and act on attendee engagement data and connect events to measurable business results.
• Driving Event Value in 2026
  The 2026 State of Events Value Survey reveals event professionals striving to balance the art of experience with the science of data. The results pain...
• Delivering Business Objectives Through Digital Events
  Infographic describing how digital events help deliver business objectives and how to implement them.
• Crack the Code – Understanding Your Event Attendees
  Video On Demand webinar to uncover attendees' priorities, needs, and interests; learn to ask the right questions, interpret attendee behavior, and det...
• 7 Seriously Simple Steps to Convert More Event Leads
  Guide outlining steps to convert event leads using event data for lead scoring and nurturing.
• Certain Touchpoint Engagement App
  Touchpoint fosters engagement by delivering the right content at the right time and gathering engagement signals for virtual, in-person, and hybrid ev...
• Certain Signal: Event Data in Action
  Infographic explaining how Certain Signal filters event data to enable real-time, meaningful action by sales and marketing teams.
• Certain Event Advisor Webinar & Demo
  Video on demand resource presenting the Certain Event Advisor Webinar and Demo and overview of event management technology solutions.
• End Networking Roulette: Let Next Gen AI Do the Matching
  Video on Demand content featuring the End Networking Roulette: Let Next Gen AI Do the Matching demonstration and related event management technology s...
• 4 Steps to Better Understand Your Audience
  Infographic explaining four steps to understand your audience by capturing engagement data, identifying which data matters, and using technology to in...
• Digital + In-Person Strategies = Greater Return for Businesses
  A guide explaining how digital and in-person strategies drive better returns for businesses through event management technology.
• From Attendee to Advocate: Mastering Buyer Engagement at Events with AI & Event ...
  An eBook explaining how AI and event intelligence turn attendees into advocates and help measure event impact.
• 2024 AI Trends for Event Management
  A guide explaining how Artificial Intelligence (AI) is transforming the event industry and outlining AI trends for 2024 and beyond.
• 3 Ways AI-Powered Session Recommendations Can Help Elevate Your Events
  Explore how AI-powered session recommendations can elevate events by personalizing agendas and improving attendee engagement. Video On Demand resource...
• 3 Proven Ways to Turn Event Leads into Revenue – Fast
  Video on demand resource describing three proven methods to turn event leads into revenue quickly.
• 2025 AI Trends for Event Management
  In this eBook, we delve into how Artificial Intelligence (AI) is transforming the event industry and explore the latest AI trends poised to revolution...
• Event Marketing and Management Learning Center
  A learning hub offering guides, infographics, videos, webinars, and whitepapers on event marketing and management.
• Event Marketing and Management Learning Center
  A collection of event marketing and management resources, featuring video on demand content.
• Event Marketing and Management Learning Center
  Infographics resources section with multiple infographic articles on event marketing and management.
• Event Marketing and Management Learning Center
  A hub of guides, infographics, videos, webinars, and whitepapers on event marketing and management.
• Request a Certain Demo
  Form to request a demonstration of Certain's event management platform.
• Operational Reporting and Strategic Event Intelligence Together
  Unified reporting and intelligence for event programs across formats and touchpoints, including Application-Level Reporting and Curated Event Datamart...
• Connect Certain with Your Application Ecosystem
  Power your marketing and sales ecosystem with connected event operations and insights.
• The Event Platform That Turns Engagement Into Revenue
  Certain offers an enterprise-grade event management platform to orchestrate attendee journeys, AI personalization, and data-driven ROI across branded ...
• Certain Event Intelligence
  Gain a 360-degree view of buying signals and performance insights for all events.
• Touchpoint Ignite — Event Apps for Exceptional Attendee Experiences
  Touchpoint Ignite delivers personalized, data-driven event experiences at scale with a mobile app and AI-powered insights.
• Transaction Pricing Policy
  Certain, Inc. offers a scalable price model based on product subscription, SaaS editions, transaction volumes, and services, with overages and import ...
• Select the Ideal Package for Your Team
  Pricing for Touchpoint Ignite, Certain Pro, and Certain Enterprise packages with data, templates, and security features.
• Thomson Reuters Wins Big at the Stevie’s — Certain Proud to Power Their Success
  Thomson Reuters Marketing Events Strategy team wins four Gold Stevie Awards and Bronze for Brand Engagement, powered by Certain's AI-powered event tec...
• MarketingProfs Highlight the Power of Certain’s Event Intelligence & AI in Drivi...
  MarketingProfs highlights how Certain's Event Intelligence and AI drive ROI by uncovering buying signals, personalizing experiences, and turning event...
• Certain Announces Strategic Partnership with InEvent to Create a Unified Event T...
  Certain announces a strategic partnership with InEvent to create a unified event technology ecosystem, blending live streaming, hybrid event tools, an...
• Content
• Certain Integrates Stripe to Expand Global Payment Flexibility and Real-Time Rev...
  Certain expands Stripe payments integration to support 100+ global methods and real-time revenue analytics for online and on-site events.
• Certain Announces Strategic Partnership with Capture Technologies to Enhance Eve...
  Certain announces a strategic partnership with Capture Technologies to enhance on-site event operations and insights by combining onsite technology wi...
• Certain Launches Session Advisor, an AI-powered Personalization Solution to Acce...
  Certain announces Session Advisor AI, an AI-powered personalization solution for events that delivers personalized session recommendations at scale an...
• Certain Launches Powerful Event Buying Signal Solution to Fuel Pipeline Growth a...
  Certain announces its AI-powered event buying signals solution to transform event interactions into actionable buying signals, enabling marketers to c...
• The 2026 State of Event Value Report
  Overview of how peers navigate efficiency, attendee experience, and the business impact of events, including Engagement Trap and ROI gaps from the 202...
• Zoom | Partner
  Zoom partner page with overview and events-focused call to action.
• Validar | Partner
  Validar provides best in class attendee behavior tracking solutions for both digital only, hybrid or physical only events. These solutions include ons...
• Stripe | Partner
  Certain’s Stripe integration provides a fast, familiar payment method for registration, paid sessions, and add-ons, backed by Stripe’s secure global i...
• Samantha Smith Productions | Partner
  Samantha Smith Productions transforms clients' vision and information into meaningful content that creates memorable experiences and engages the audie...
• Registr8 | Partner
  Registr8 is a boutique partner offering collaborative registration and event management, thoughtful registration websites, and full-service support.
• Realise | Partner
  Your event registration experts, from build to at-event delivery, training & data intelligence. Realise partners with leading event technology supplie...
• ON24 | Partner
  ON24, the marketing technology leader helping enterprises deliver live and always-on digital experiences such as webinars, multimedia content hubs and...
• metroConnections | Partner
  Partner page describing metroConnections as a single source for creating and managing the entire event experience.
• Meetingselect | Partner
  Meetingselect is the global meeting management platform and online venue sourcing provider with an independent database of more than 100,000 conferenc...
• InEvent | Partner
  InEvent is a global leader in event management offering innovative solutions for virtual and hybrid events. The partner page highlights InEvent's plat...
• Hartmann Studios | Partner
  Hartmann Studios delivers world-class events and experiential marketing solutions as a partner in the Certain network.
• Grip | Partner
  Grip is the leading AI-powered event, networking and matchmaking platform that helps event organizers, exhibitors, sponsors and visitors be more succe...
• fielddrive | Partner
  fielddrive is a leading provider of onsite event check-in solutions, offering a comprehensive suite of tools designed to enhance the attendee experien...
• EventOPS | Partner
  EventOPS is an Event Resource Management system designed for scaled event teams, built to streamline requesting, budgeting for, and operating events.
• Demandbase | Partner
  Demandbase is a powerful targeting and personalization platform that identifies target accounts, attracts them to your website, engages them with rele...
• Capture Technologies | Partner
  Capture Technologies delivers efficient on-site solutions for events, specializing in badge printing, registration, and attendee management. Capture's...
• Attendee Management | Partner
  AMi offers technology-based attendee management services that leverage event registration software and systems to streamline event planning and attend...
• A-Plus Meetings | Partner
  A-Plus Meetings & Incentives is a large, certified woman-owned meeting company serving Fortune 500 corporations with high-touch meetings and strategic...
• Certain Partner Network
  An ecosystem of valued partners with proven solutions to help you add value to your events programs.
• Expand Your Reach With Our Expertise
  Overview of Certain's Partner Program and partner ecosystem for technology and services partners.
• Thank You For Visiting Our Booth At IMEX America 2024
  Thank you for visiting Certain at IMEX America 2024. Explore resources on Event Intelligence, Event Management, and Event Engagement.
• Thank You For Visiting Our Booth At IMEX America 2023!
  Thank you for visiting our IMEX America 2023 booth. We offer resources on Event Intelligence, Event Management, and Touchpoint to help you drive atten...
• What is Hybrid Event Management Software?
  FAQ explaining what hybrid event management software is and how it supports in-person and virtual participants.
• What is Event Management Software?
  Event management software helps organizations manage in-person, online, hybrid, and on-demand events.
• What is Event Intelligence
  Event intelligence overview
• What is Event Automation Software?
  Event Automation Software is a technology category evolving from traditional event management software. It automates, personalizes, and measures event...
• What is Audience, Participant, or Event Engagement?
  Definition of audience, participant, or event engagement at events and how technology enables it across in-person, online, hybrid, and on-demand forma...
• What is a Hybrid Event?
  FAQ explaining what a hybrid event is and how it works.
• Who Uses Event Automation Software?
  FAQ explaining who uses event automation software, including the Marketing Team, the Events Team, and corporate event management companies.
• What is the Proper Way to Track Event Attendees and Participants?
  FAQ explaining how event participants can be tracked across spreadsheets, marketing automation, CRM, and Certain Platform.
• What Is a Mobile Event App?
  FAQ describing what mobile event apps are and their key features.
• What is Event Intelligence Software?
  FAQ describing Event Intelligence Software and how it analyzes attendance, engagement, and conversion data to optimize events and ROI.
• Reading Your Buyer’s Mind: Event Strategies for Truly Getting to Know Your Buyer
  On-demand webinar showing how to unlock buyer intent through event data.
• The Ultimate AI Tech Stack for Event ROI
  Learn how to scale, engage and drive revenue from events with AI in this engaging webinar.
• Turning Event Data into Gold – 7 Ways to Measure the Business Impact of Your Eve...
  In this on-demand webinar, Attendee Management & Certain show you how to transform your event data into meaningful insights.
• Turning More Audiences into Customers with AI-Powered Personalization
  In this on-demand webinar, learn how to master the art of transforming audience intent into meaningful customer actions.
• Transforming Your Event Data into Revenue and Results
  On-demand session about Event Intelligence, an innovative tool that helps connect the dots so that marketers can optimize performance and build revenu...
• Igniting Event Experiences with Intelligence & AI
  On-Demand webinar: Igniting Event Experiences with Intelligence & AI to unlock a deeper understanding of event attendees, gain actionable insights, an...
• Touchpoint | Demo
  Whether your next event will be in-person, virtual, or hybrid, getting your attendees involved is key to making it a success. Connect with attendees o...
• Too Many Sessions, Activities, People to Meet: Let AI Decide
  On-demand video addressing attendee decision fatigue by letting AI decide which sessions and activities to attend.
• Gathering Attendee Feedback – Beyond the Event Experience
  In this on-demand webinar, learn how to harness the power of event data to unlock buyer intent and identify important buying signals.
• Event Intelligence | Demo
  Follow along as our Event Intelligence expert walks through a demo of the latest product updates and enhancements. See how easy it is to tap into data...
• Crack the Code and Understand Your Event Attendees
  On-demand webinar about uncovering insights into your event attendees’ minds, including their priorities, needs, and interests using AI.
• From Signals to Sales: Activating Intent Data from Events
  This on-demand webinar will show you how to translate data from events into actionable intelligence that drives the pipeline and accelerates deals.
• Event Center For Marketers and Event Planners
  Learn and grow with Certain’s world-class events, past and present.
• From Attendee to Buyer: Deliver Experiences That Drive Growth
  Overview of how Certain's Attendee Experience enables personalized journeys, AI-driven insights, and a connected lifecycle to convert attendees into b...
• Request a Demo of Certain Event Advisor
  Form to request a demo of Certain Event Advisor with fields for First Name, Last Name, Company, and Work Email.
• AI-Powered Attendee Journeys
  Event Advisor personalizes attendee experiences with AI recommendations while capturing engagement data and intent signals.
• Data Retention Policy
  This document outlines the data retention policy used by Certain, Inc. across its platform and services.
• Improving Efficiency & Lead Quality
  Rockwell Automation adopted Certain Platform and Touchpoint to centralize event management, improving efficiency, lead quality, and global scale for i...
• National Instruments Achieves Significant Cost Savings and Accelerates Lead Gene...
  National Instruments accelerates lead generation and reduces support processing time by integrating Certain Platform into its event program.
• How Grand Connection Scaled Events with Certain’s Smart Event Technology
  Grand Connection scales events with Certain’s Smart Event Technology, using automation-driven efficiency, real-time analytics, and enhanced attendee e...
• Connect with our Awesome Sales Team
  Sales contact form and department contact details for Certain.
• Let's Connect
  Contact page for Certain to reach support, accounting, and billing; includes a form and contact details.
• Request a Demo of Certain Buying Signals
  A page to request a demonstration of Certain Buying Signals, featuring a form to capture name, company, and work email.
• Certain Brand Guide
  Explore Certain's brand assets including logos, color palettes, typography, and downloadable brand assets.
• What is Event Data Orchestration and Why it Matters
  Explains how event data orchestration connects event engagement to sales and marketing to accelerate the buyer journey and maximize ROI.
• What Is Data-Driven Marketing and How Does It Improve Your Event ROI?
  Explains data-driven marketing, its impact on event ROI, and steps to implement for events, including targeted emails, personalization, scheduling, an...
• From Signals to Sales: How to Turn Event Engagement into Revenue
  Recap of a webinar on activating event intent data to drive revenue from events.
• Unlock the Power of Hosting a Product Session at Events: How to Gather and Lever...
  A guide on hosting product sessions at events to gather and leverage buying signals for product strategy, with planning, data collection, and cross-fu...
• Events Create Moments. Signals Turn Them Into Revenue.
  Explores turning event signals into revenue with signal-aware strategies and AI-powered insights.
• How to Turn Your Audiences Into Customers Using AI
  A guide on using AI-powered insights to personalize event marketing, reveal buying signals, improve lead scoring, and turn event attendees into custom...
• Streamlining Event Data Analysis to Maximize Event Success
  Overview of how AI-powered event data platforms streamline data, insights, and decision-making to improve event outcomes.
• Making Every Moment Count: Strategies to Boost Event Engagement and Impact
  A guide to building an engagement data strategy and transforming event data into actionable insights using AI-powered event management software.
• Stop Asking Boring Event Questions
  An AI-powered Question Generator inside Certain helps event planners craft insightful questions to uncover attendee priorities, timelines, and buying ...
• Setting Event Goals: Transform Your Events into Buyer Blueprints
  Guide to aligning event goals with marketing and sales, optimizing multi-event programs, and measuring KPIs across funnel stages to transform events i...
• How AI is Revolutionizing Event Personalization: Meet Certain’s Session Advisor
  AI-powered Session Advisor provides personalized event experiences and insights to attendees, sponsors, and organizers.
• Real-Time Signal Delivery: When Speed Meets Context, Revenue Teams Win
  Explains how real-time event data enables immediate action by revenue teams and the risks of delayed data.
• Orchestrate at Scale: Events Become Your #1 Growth Channel With Seamless Data Ex...
  Explains how real-time, context-rich event signals drive multi-team orchestration and revenue growth.
• Maximizing Event Success with Signal-Based Solutions: A Catalyst for Marketers t...
  Overview of signal-based strategies to drive pipeline and revenue by leveraging event buying signals, Martech integrations, and AI-powered personaliza...
• Mastering B2B Event Strategy: Harnessing AI, Intelligence, and Insights for Succ...
  Mastering B2B event strategy using data orchestration, AI, and event intelligence to optimize attendee engagement and ROI.
• Leveraging Event Data and AI for Business Success
  A blog recap of a webinar on leveraging event data and AI to drive business results, including data collection strategies and Touchpoint Ignite.
• Introducing Event Advisor: How AI Is Transforming Event Personalization
  Overview of Event Advisor, an AI-powered tool to personalize attendee journeys at events.
• Infographic: Measuring Event Success Across the Funnel
  A blog post describing how to measure event impact across the buyer funnel and use event buying signals to drive business outcomes.
• The Future of Events Is AI-Powered — Are You Ready?
  A blog post exploring how AI-powered event management transforms engagement, intelligence, and strategy while emphasizing security.
• From Engagement to Revenue: Activating Event Buying Signals
  How to capture and activate event buying signals to drive revenue from events.
• Mastering Buyer Engagement at Events
  Explores how AI-powered event apps and event intelligence help marketers turn attendees into advocates by analyzing engagement and delivering personal...
• The Three-Pillar Framework for Turning Event Data Into Revenue Intelligence
  A three-pillar framework to capture, deliver, and orchestrate event data for real-time revenue intelligence.
• Content
• Events are the Tried-and-True GTM Channel for B2B Companies in 2026
  Analysis of events as a core growth channel for B2B go-to-market in 2026, focusing on signal capture and rapid follow-up.
• Events as Living, Breathing Organisms
  Explores treating events as adaptive, intelligent ecosystems through real-time analytics, AI, and the living organism metaphor.
• Event Strategies to Accelerate the Buyer Journey
  AI-powered event intelligence drives buyer acceleration by analyzing engagement data and delivering personalized experiences across in-person and virt...
• Dreamforce 2025 Decoded: Turn Your Next Event into a Revenue Engine
  Seven principles for turning Dreamforce into a revenue engine for events.
• Deep Dive into Event Intelligence: Capturing Event Buying Signals
  A detailed exploration of buying signals in event intelligence, covering data vs. intelligence, signal types, and practical guidance for acting on sig...
• Creating High-Impact Attendee Experiences with AI
  Blog post about AI-powered personalization and Session Advisor AI to drive attendee engagement and revenue.
• Support Center
  Knowledge base and resources for Certain Platform workflows, guides, and API documentation.
• Beyond Badge Scans: How Smart Sales Teams Extract Real Value from Events
  Behavioral intelligence based on buying signals turns event interactions into revenue.
• The Impact of Deep Audience Insights on Event Success
  Blog post exploring how audience insights influence event revenue and introducing Touchpoint Ignite for richer attendee engagement.
• AI-Powered Post-Event Follow-Ups: A Game-Changer for Event Marketers
  Explains how AI-powered follow-ups improve engagement and ROI after events.
• What to Look for in AI-powered Event Technology
  Overview of criteria for selecting AI-powered event technology, including transparency, prediction, ROI, conversion, real-time optimization, and ethic...
• Agentic AI: The Next Evolution in Event Technology
  A detailed look at Agentic AI, its autonomous capabilities, and how Certain's AI-powered solutions transform event planning, execution, and engagement...
• 3 Ways to Spark Sales-Ready Conversations Post-Event
  Three methods to convert post-event engagement into sales-ready conversations using data alignment, Agentic AI, and AI-powered insights.
• 3 Ways to Drive Loyal, Repeat Event Sponsors
  Three strategies to drive loyalty from event sponsors by engaging attendees, offering exclusive discounts, and sharing tailored event insights.
• 3 Steps to Creating Event Content that Drives Business Results
  An article for event marketers on capturing engagement data, orchestrating event data, and tailoring content to drive business results across virtual,...
• 20 Event Formats Proven to Drive Engagement and Attendee Interaction
  20 proven event formats to drive engagement and attendee interaction.
• Event Planning and Management Blog
  Latest posts from the Certain Event Management Blog covering event planning, ROI, and AI-powered event technology.
• Certain. Make Every Moment Count.
  Overview of Certain's mission to turn events into revenue through AI-powered engagement signals, data orchestration, and enterprise-grade security.
• Create Exceptional Attendee Experiences. Capture Every Buying Signal.
  Certain makes it easy to run engaging events, create personalized attendee experiences, and turn attendee engagement into buying signals to accelerate...