📄 Content Pages

• What Buying Signals Can You Capture at Event Check-In?
  Event check-in captures two buying signals at once: behavioral signals about who arrives and declared intent from verified buyers, and the value depen...
• Event Signal Playbook Part 2 of 2: Orchestrating Event Signals at Scale
  Orchestrating event signals at scale with Signal Connect and Signal. Capture at the edge, orchestrate in real time, score buying signals, route to tea...
• Event Signal Playbook (Part 1 of 2)
  Seven plays that turn events into pipeline. Part 1 covers capture, deliver, and orchestrate plays, including routing signals and portfolio analysis fo...
• Select the ideal Package for Your Team
  Flexible plans for every organization. Certain Pro, Touchpoint Ignite, and Certain Enterprise pricing with SSO and feature-based package details, plus...
• Transaction Pricing Policy
  Certain, Inc. offers a scalable price model based on product subscription, SaaS editions, transaction volumes, and services, with overages and import ...
• You Don’t Have to Wait to Be AI-Ready. Your Events Already Produce the Signal
  Strategy article by Peter Micciche (CEO, Certain) arguing that you don’t have to be fully AI-ready to use AI this quarter, because your events already...
• Start With the Revenue, Then Pick the Date: How to Plan an Event for Pipeline
  Start With the Revenue, Then Pick the Date: How to Plan an Event for Pipeline. Includes TL;DR, stakeholder planning, and guidance on when to ask buyer...
• The Highest-Intent Moment Your Agentic GTM Stack Can’t See
  Revenue teams use agentic stacks, yet event check-in stays invisible unless run as a sensor. The article explains why and how Greet turns check-in int...
• Field Day by Certain: Field Events, Handled
  Field Day by Certain brings Express, Greet, and Signal Connect together on one plan so intent signals from registration and check-in reach your CRM an...
• Events Won the Budget. Orchestration Is How You Prove the Return.
  Events won the budget by proving ROI through orchestration in real time. The article explains why event signals must reach every team and system, incl...
• The Event Is the New Sales Floor: How AI Turns Physical Presence Into Pipeline
  The Event Is the New Sales Floor: How AI Turns Physical Presence Into Pipeline explains how AI-powered event intelligence captures buyer intent from p...
• The Event Signal Playbook, Part 2 of 2
  Orchestrating event signals at scale so intelligence reaches every team and every agent that can act on it, in real time across your whole event portf...
• The Event Signal Playbook, Part 1 of 2
  Seven AI plays that turn event data you already collect into qualified pipeline, including capture, deliver, and orchestrate signals from registration...
• Rockwell Automation Centralizes 200 Global Conferences with Certain
  Rockwell Automation runs more than 200 global events a year in nine languages. Certain replaced fragmented, regional tools with a single global platfo...
• National Instruments Achieves Significant Cost Savings and Accelerates Lead Gene...
  National Instruments hosts thousands of in-person events a year. With Certain, standardized event execution and accelerated lead-to-sales engagement a...
• How Grand Connection Scaled Events with Certain's Smart Event Tech
  A full-service event management agency unified its event ecosystem with Certain, automating workflows, standardizing branding, and enabling scalable g...
• Measuring Event Success Across the Funnel
  A funnel-aware framework for evaluating event impact across awareness, engagement, pipeline, and revenue, including a funnel-aware KPI map, metric def...
• The Event Marketer's Guide to Generative AI Prompts
  A curated, copy-paste-ready library of generative AI prompts built for event marketers, organized by stage of the event lifecycle.
• 3 Proven Ways to Turn Event Leads into Revenue, Fast
  A session-break recording covering three repeatable plays that compress the time between an event interaction and a closed-won deal.
• Turn Engagement Signals into Pipeline
  Turn Engagement Signals into Pipeline is a Video On Demand session about closing the loop between event engagement and pipeline, with speed-to-lead an...
• The Ultimate AI Tech Stack for Event ROI
  A reference architecture for the AI-powered event tech stack: from registration intelligence to generative content, signal capture, and revenue attrib...
• Your Events are Talking, Are You Listening?
  Video On Demand resource titled “Your Events are Talking, Are You Listening?” It presents content on turning event behavioral data into a continuous r...
• The Ultimate Guide to Event Buying Signals
  The Ultimate Guide to Event Buying Signals covers what buying signals are, where they live in events, how to score them, and how to route them to sale...
• Event Personalization at Scale
  Event Personalization at Scale is a Video On Demand resource that describes how leading enterprise marketers personalize the registration journey, the...
• The Top 10 Best Event Management Software Features
  The Top 10 Best Event Management Software Features infographic distills event program quality and actionable outcomes into a single visual checklist.
• Certain Event Advisor Webinar & Demo
  Certain Event Advisor Webinar & Demo is a full webinar and live demo of Certain Event Advisor. It personalizes the attendee journey, surfaces buying s...
• Driving Event Value in 2026
  Guide: Driving Event Value in 2026. A practical playbook for the 2026 event marketer about program intelligence, connected data, signal capture, and p...
• End Networking Roulette: Let Next Gen AI Do the Matching
  See how Certain Event Advisor uses generative AI to replace random networking with intent-based matchmaking so attendees meet the right people and spo...
• From Attendee to Advocate: Mastering Buyer Engagement at Events with AI & Event ...
  A practical eBook on using AI and event intelligence to turn every attendee moment into a buying signal, then convert engaged buyers into long-term br...
• Elevating Event Experiences with Deep Audience Insights
  A 9-step playbook for driving, capturing, and acting on attendee engagement data before, during, and after an event to connect events to measurable bu...
• Event Strategies to Accelerate the Buyer Journey with Deep Insights
  Event Strategies to Accelerate the Buyer Journey with Deep Insights: how AI and event intelligence turn raw engagement data into deep buyer insights f...
• Ultimate Guide to Event Data Orchestration
  Ultimate Guide to Event Data Orchestration covers collecting, consolidating, and activating event data using integrations, AI, and event intelligence ...
• Check-In, Reinvented: A Live Look at Greet with AMI
  Video On Demand: Check-In, Reinvented: A Live Look at Greet with AMI. Certain and AMI show how automation and mobile tech eliminate long lines and syn...
• Data Retention Policy
  Data Retention Policy for Certain Information Technology. Covers data environments, backup tiers, encryption using TDE and HSM, data destruction per D...
• Check-In, Reinvented: A Live Look at Greet with AMI
  Check-In, Reinvented: A Live Look at Greet with AMI covers badge scan to Salesforce in under 10 seconds, VIP alerts on Slack, and how check-in data re...
• 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...
• 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...
• 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...
• Certain Product Support
  Certain Product Support Services Level Agreement (SLA) for Certain’s SaaS Application, including support levels, severity classifications, response ti...
• Enterprise-grade security for your event data.
  Certain protects your attendees and buying signals with security, compliance, and governance. SOC 2 Type II, PCI DSS Compliance, and GDPR Compliance.
• Expand Your Reach With Our Expertise
  Partner programs for every relationship: Technology Partners, Agency Partners, Integration Partners, and Strategic Alliances, plus the Certain Partner...
• Event Management Services
  Event Management Services for Certain, including Global Event Technology Support, Event Management Consulting Services, Training, and event intelligen...
• Prove event ROI. Accelerate pipeline.
  Guides, infographics, and on-demand webinars to help you turn every event into measurable revenue in Certain’s Learning Center.
• Let's Connect
  Let's Connect. Ready to explore how Certain can transform your events? Submit the contact form and reach support or accounting & billing by email.
• About
  Certain is the event technology partner that captures real-time engagement and transforms it into buying signals to turn events into pipeline and reve...
• EventStream
  EventStream brings real-time event data into the Oracle Eloqua campaign canvas. Built on Certain Signal, it enables native event automation with real-...
• Certain Greet
  Certain Greet captures check-in intent at the door and routes it to your CRM in seconds, with on-demand badge printing and offline-first scanning that...
• Certain Express
  Certain Express is the fast-start edition of the Certain Platform, built for webinars, field marketing programs, and high-volume smaller events. Run s...
• Turn event data into real-time revenue acceleration.
  Certain Signal cleans, enriches, and routes event data in real time to your CRM, MAP, and sales tools, with no manual export.
• Connect Certain with your application ecosystem
  Connect Certain with your application ecosystem. Power marketing and sales with connected event operations and insights across CRM, marketing automati...
• 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.
• Touchpoint
  Touchpoint delivers native iOS and Android event apps plus a web experience that turn every interaction into a buying signal delivered to your CRM in ...
• Event Intelligence
  Event Intelligence centralizes event data from Cvent, RainFocus, and Zoom, connects session engagement to closed-won revenue in your CRM, and includes...
• Unify Virtual and In-person Audiences With a Consistent and Engaging Hybrid Even...
  Unify Virtual and In-person Audiences with a Consistent and Engaging Hybrid Event Experience. Capture buying signals, unify engagement profiles, and c...
• Deliver Engaging and Memorable Virtual Experiences, At Scale
  Engage virtual audiences with Certain. Capture digital signals from virtual events, track every interaction, and use live engagement, AI recommendatio...
• In-Person Events Easily Planned, Delivered & Repeated
  Certain’s event automation platform for in-person events: badge scan signals, real-time lead scoring, seamless on-site check-in, session management, s...
• Make every event a revenue engine.
  Make every event a revenue engine. In-person, virtual, or hybrid. One platform, one data model, every format. Real-time tracking, lead score, and CRM ...
• Turn event attendees into pipeline.
  Certain for sales professionals turns event engagement into closed deals using real-time buying signals, prioritized lead lists, and CRM integration.
• Drive a High[er] ROI from Every Event
  Event automation software for marketing executives that proves revenue impact across event portfolio ROI: pipeline generated, influenced revenue, cost...
• Turn event data into marketing intelligence.
  Certain connects event programs to your marketing stack to turn event data into marketing intelligence with the SIGNAL ENGINE for scoring, enrichment,...
• Create Highly Engaging and Memorable Attendee Experiences
  Create Highly Engaging and Memorable Attendee Experiences for event professionals using Certain, with PCI DSS, GDPR, SOC 2 security and live event ope...
• Event Advisor
  AI-powered attendee journeys. Better experiences for attendees. Intent data for marketers. Buying signals for sales. Event Advisor personalizes each a...
• Field events, handled.
  Field Day combines registration, check-in, badge printing, and data orchestration for smaller events, with Express, Greet, and Signal Connect plans fr...
• Transform event engagement into AI-powered sales opportunities.
  Transform event engagement into AI-powered sales opportunities with buying signals that convert attendee interactions into actionable intent scoring a...
• The Event Intelligence Platform that turns every interaction into pipeline.
  With Certain, events go beyond logistics by delivering connected attendee journeys, personalizing every interaction with AI, and connecting engagement...
• Certain Platform
  Certain is the AI-powered Event Intelligence Platform that captures buying signals and delivers them in real time to your sales and marketing stack.
• Certain Event Intelligence
  Gain a 360-degree view of buying signals and performance insights for all events.
• Certain
  Certain captures buying signals from every attendee interaction and routes them to your CRM while attendees are still in the room, to help teams accel...
• Certain Event Advisor Webinar & Demo
  Video on demand resource presenting the Certain Event Advisor Webinar and Demo and overview of event management technology solutions.
• createExhibitor
  createExhibitor GraphQL Mutation for creating an exhibitor, including gatheringId and ExhibitorParams fields with an example CURL request and GraphQL ...
• createCompetitorMeeting
  GraphQL API article for createCompetitorMeeting in Touchpoint, including Competitive meeting rules plus GraphQL mutation, CURL request, response, and ...
• deleteMeeting
  GraphQL Mutation details for deleteMeeting, including arguments for gatheringId and id, an example curl request, and an example GraphQL response.
• updateMeeting
  updateMeeting GraphQL mutation for updating a meeting in Touchpoint, including arguments, MeetingParams fields, and MeetingParticipantParams for parti...
• Agenda Sessions Query
  Agenda Sessions Query explains agenda sessions, GraphQL arguments, filters, nested relationships, and AgendaSessionParams attributes for the Touchpoin...
• deleteAttendee
  GraphQL mutation deleteAttendee for Touchpoint API usage. Includes Arguments, a GraphQL Mutation example, a CURL Request example, and a GraphQL Respon...
• deleteExhibitor
  deleteExhibitor GraphQL mutation for removing an exhibitor using gatheringId and id. Example includes GraphQL mutation, CURL request to https://api.ce...
• updateExhibitor
  GraphQL mutation updateExhibitor with arguments gatheringId, id, and attendee (ExhibitorParams). Includes CURL Request and GraphQL Response examples f...
• createMeeting
  Touchpoint createMeeting API documentation for meeting creation with MeetingParams, participants, GraphQL mutation, CURL request, and GraphQL response...
• createAgendaSession
  Touchpoint API createAgendaSession arguments, GraphQL mutation request example, GraphQL response example, and AgendaSessionParams field definitions fo...
• Live Polling
  Live Polling with Touchpoint instructions for speaker/moderator setup, branding & sponsorship images, automatic playback, manual control, and deciding...
• Features Overview
  Touchpoint Features Overview details Attendee Mobile App Package Features, interactive app features, and add-ons, including Attendee-to-Attendee Messa...
• Using Forgot Password in Forms Guide
  How to use the built-in “Forgot Password” feature in Certain forms, including email template setup and Forms > Entry and Forms > Setup steps.
• Account Tax Codes
  Page for editing, deleting, and creating tax code templates in the Certain Help Center.
• Gatherings Query
  Gatherings Query API usage details including Arguments, GatheringParams attributes, and a CURL Request for the /graphql endpoint.
• updateSpeaker
  GraphQL Mutation updateSpeaker for Touchpoint with required inputs gatheringId (Int!), id (Int!), and speaker (SpeakerParams), plus CURL Request/Respo...
• Overview - Touchpoint API
  Touchpoint’s API uses GraphQL to read and update data. The article covers clientId and clientToken authentication, token handling, Gathering ID scopin...
• Leads Query
  Leads Query documentation for Touchpoint API. Includes Arguments, LeadParams Attributes, and a CURL Request to POST to https://api.certaintouchpoint.c...
• VIP Speaker Portal
  VIP Speaker Portal instructions for speakers to view and edit profile and session information, including VIP Portal URL setup, editing a speaker profi...
• Lead Retrieval - Feature Overview
  Lead Retrieval - Feature Overview explains the Administrator/VIP portal process and the Lead Scanning Instructions for exhibitor attendees and adminis...
• Forms FAQ
  Forms FAQ lists help article links for viewing, editing, and creating forms, plus form sections, agenda sections, logic rules, item order, and related...
• Labels for Registration Assistance Link
  Customize the message labels shown to an attendee who clicks the registration assistance link. Include HTML tags in the text, and use the default valu...
• Agenda Item Error Messages
  You can customize error messages related to agenda items, including No Inventory, Session Timeout, Question about Registration, Min Capacity Error, Ma...
• About Google Analytics Tracking IDs
  Instructions for obtaining Google Analytics Tracking IDs (such as “UA-12345678-1”) for use in Certain events, including steps for new and existing Goo...
• Travel (Attendee Form)
  Travel (Attendee Form) instructions for Certain’s form sections, including Travel Entry, Travel Requests, Flight Packages, Individual Flights, Filters...
• Event Waitlist form section
  Add an Event Waitlist form section when an event processes waitlisted registrations automatically. Learn what happens when capacity is reached and con...
• Confirmation (Attendee Form)
  Learn how to configure the confirmation page of a registration form, including Section Header, Settings, Adding to Calendar, Select Confirmation, Conf...
• Verify / Edit Info (Attendee Form)
  The verify/edit page of an online form enables registrants to review information and make changes prior to completing registration. It covers Text and...
• Agenda Display Options (Registration Form)
  Agenda Display Options (Registration Form) describes configuration for Personal Agenda, Agenda Search, and Agenda Guest List, including headers, displ...
• Navigation Bar
  Navigation Bar article with Display Options for Display Registration Information row and Display site navigation bar on website, including navigation ...
• Cookies in Certain
  Cookies in Certain is a brief PDF guide to the cookies added to registrants’ browsers by Certain forms and webpages, including essential admin-side co...
• Event FAQ
  Event FAQ page listing Help Center links for managing events, including Edit Basic Event Settings, Create Attendee Types, Event Status designations, a...
• Promo Codes
  Instructions for using Promo Codes in Certain event planning, including Promo Code List, Promo Code Wizard steps, CSV import (Import Discounts, Import...
• Agenda (Attendee)
  Agenda (Attendee) explains how attendees’ selected agenda items or planner-entered agenda items are displayed and managed, including Registration Head...
• Attendee Overview
  Attendee Overview is an admin page that shows a summary of a selected attendee’s details, including printing, favorites, one-click actions, profile, r...
• How to add a link to an image or banner using an HTML editor.
  How to add a link to an image or banner using an HTML editor. Steps: highlight the Image or Banner, click the Link icon, enter a URL on the URL field,...
• How to delete sessions through a mass action
  Steps to delete sessions via mass action: Manage > Speaker and Sessions > Sessions, select Session Name, choose Mass action, select Delete, confirm Al...
• Promo Code with $0.00 fee/discount
  Steps to create a Promo Code with a $0.00 fee/discount by using the Promo Code Wizard to select Discount, set Fixed fee, add $0 discount, and create t...
• .CSV File Format
  This Help Center article explains the .CSV file format. It defines comma-separated values and gives UTF-8 encoding guidance for international characte...
• Import Registration Session Instances
  Learn how to assign, update and cancel sessions on existing registrations via Registrations > Import, using Import Registration Session Instances and ...
• Import Registration Agenda
  This topic describes how you can assign, update and cancel non-fee-based agenda items on existing registrations using the Registrations > Import page.
• Session Export (in Speaker and Session Management)
  Learn how to export sessions in Speaker and Session Management by selecting Export, choosing a category type, choosing a file type, and downloading th...
• Session Import (in Speaker and Session Management)
  Session Import (in Speaker and Session Management): instructions for importing sessions using Excel (.xls or .xlsx) or CSV, including required fields,...
• Event Invoices
  Edit event-level invoice templates here. Workflow: use invoice templates for attendee documentation, expense report receipts, email template attachmen...
• E-commerce Account Details
  E-commerce Account Details for setting up Certain e-commerce processing accounts, including online processors, payment methods, AVS, CSC, and processo...
• Search Profiles
  Certain Search Profiles page enables users to find profiles using detailed searches of the profiles database and edit selected records. It includes Co...
• Profile List
  This page lists the profiles in the current account. It defines what a “Profile” is and explains how to add, find, import from Salesforce, and edit pr...
• Certain Signal: User Guides
  Certain Signal: User Guides lists PDF user guides for configuring and using Certain Signal, and includes Certain Signal for Digital Events integration...
• 'Send Email' for accepted registrations
  Selecting an email template for accepted registrations is optional when a Logic Rule already emails registrants after Update Reg Status. Otherwise, se...
• Registration - Automatic Event Waitlisting
  Automatic Event Waitlisting lets registrants automatically waitlist when an event becomes full and lets waitlisted registrants register automatically ...
• Event List (for Reviewers)
  Certain Event List (for Reviewers). Reviewers see current and upcoming assigned events, sort columns, mark favorites, return to the list, and log out.
• Event Dashboard
  Event Dashboard access paths, Setup Dashboard vs Registration Dashboard behavior, shared header and favorites controls, and top-right actions includin...
• API 1.0
  Backwards compatibility note for Certain legacy Web Services API 1.0 and guidance to build new integrations using Certain API2.0, including access via...
• Privacy Compliance
  Privacy Compliance documentation for Account Settings > Implementation > Privacy Compliance. Access is limited to Administrators when the Data Privacy...
• Check-In Settings
  Configure branding and other settings for the Certain Check-In app, including Account Logo, Header/Footer Background, and Event List Settings such as ...
• Account History
  Account History in Certain stores account history in the Certain database for one year and provides last-90-days records, 25 per page, plus CSV downlo...
• Financial
  Financial account settings page containing Account Financial Settings, E-commerce accounts, and Tax code templates used for inclusive taxes at the eve...
• Account Information
  Account Information explains how Certain accounts organize events and profile data, and how the Account Name, Primary Contact, and Email fields are us...
• Industries (at account-level)
  Instructions for adding and importing Industries for Speaker and Session Management at the account level, including required CSV format and Industry L...
• Tags
  Tags can be added by an administrator to an account or sub-account. Tags track attendee interests by applying tags (and points) to agenda items and se...
• General Ledger
  General Ledger in Certain: enter expense account numbers and account names, choose default or customize G/L values, add new G/L accounts, and view eve...
• Content Blocks (At Account Level)
  Setup instructions for Content Blocks at account-level. The page explains introduction, where to use content blocks, conditional display via Display R...
• Custom Event Data
  Custom Event Data explains how custom questions are answered by the event builder and used for internal reporting, consolidation reports, Logic Rules,...
• Signal Integration with Eloqua Guide
  Guide for using Certain Signal to integrate with Eloqua, including tags, Connections (OAuth2 or Basic Credentials), Flow setup, mappings, Campaign ID,...
• Certain Signal: Salesforce Native Integration Guide
  Certain Signal: Salesforce Native Integration Guide. This guide explains how Certain Signal processes outbound event data and configures Connections, ...
• Signal Integration with Marketo Guide
  Guide to using Certain Signal Connector to integrate with Marketo. Includes Signal Connector real-time flow setup, tags, connections, mappings, metric...
• Printable Confirmations (Event-Level)
  Instructions for Printable Confirmation Templates (Event-Level), including Printable Confirmation Template Details, Confirmation Text (Header, Barcode...
• Russian Data Privacy
  Russian Data Privacy requires the Data Privacy Module and its Russian Data Privacy sub-module. It configures Policy, Service Auth Type, service URL, e...
• Certain Signal Connector: Webhooks Integration Guide
  Certain Signal Connector: Webhooks Integration Guide for integrating Certain Platform events with target third-party applications using Webhooks.
• Certain Signal Connector: Salesforce Native Integration Guide (Part 1 of 2)
  Guide for using Certain Signal Connector to integrate with Salesforce. Includes prerequisites, tagging, Salesforce credentials, and flow setup steps f...
• Certain Signal Connector: Eloqua Native Integration Guide
  Guide to using Certain Signal Connector to integrate with Eloqua. Includes prerequisites, Eloqua Credentials, tag setup, connection setup, flow setup,...
• Certain Signal Connector: Marketo Native Integration Guide
  Guide for using Certain Signal Connector to integrate with Marketo. Includes tags, connections, flows, mappings, metrics dashboards, retry queue, and ...
• Touchpoint Support Center
  Touchpoint Support Center for a Knowledge Base covering designing, planning, and creating your app, plus other support resources, recommended articles...
• Adding a Live Poll Results web view to a PowerPoint Presentation
  Instructions to add Live Poll Results via the Web Viewer add-in to a PowerPoint presentation, including installing the add-in, obtaining the Projectio...
• How to Mark an Event as Favorite
  Learn how to favorite an event by using the Event's Dashboard and selecting the star icon so the event appears in global links/navigation for quick ac...
• Agenda (Registration Form)
  Agenda sections on a registration form let attendees select agenda items. The page covers prerequisites, the multi-page Agenda section list, Display F...
• Registrant Details (Attendee Form)
  The Registrant Details section of the registration form collects a registrant's personal contact information, including Section Header, Select Fields,...
• Forms List
  Forms List explains what a form is, how to add or copy forms, available form actions, and a sections table for configuring setup areas in an event reg...
• General FAQ - Using the HTML Editor
  Certain HTML Editor FAQ describes how to use Source mode, Normal mode, Save, images (Browse Server to), CKeditor enablement, and HTTPS requirements fo...
• Enable Forgot Password
  Enable Forgot Password: fields added to the Entry form section to control registrant text for forgot-password flows, including default link, window te...
• Form Setup (Attendee/Registration Form)
  Certain platform support guide for Form Setup (Attendee/Registration Form). Includes registration form sections, setup information (dates, status, URL...
• SSO (Single Sign-On) Configuration and Use
  This topic is an overview of how to configure and use an SSO (Single Sign-On) in Certain, including Admin, Attendee Login, and Check-In App SSOs.
• SSO Configuration
  SSO Configuration instructions for administrators. Learn how to select SSO(s) for event use and how to manage the SSO Configuration (List) fields like...
• Attendee Profile
  The Attendee Profile page contains contact information and basic registration information, including Attendee Type and status. It also includes regist...
• SSO Connections (for an account)
  Set up and edit Single Sign-On (SSO) connections for an account in Certain, including SSO types, available SSO connections, field mappings, lookup set...
• Reports FAQ - Collecting Multi-Event Data for Consolidation Reports
  Certain Reports FAQ explains multi-event data at the account level and how to use custom questions to collect multi-event data for Certain Consolidati...
• Sub-Accounts
  Learn how to create and manage Sub-Accounts, including selecting a sub-account and configuring Account Settings such as Account Code, Support Rep, Par...
• General FAQ - Sending Emails
  General FAQ - Sending Emails explains when the system sends text or HTML (web-based) emails, and how planners send group and individual messages in Ce...
• General FAQ - Setting Up Accounts
  General FAQ - Setting Up Accounts explains how Certain accounts store user, event, profile, and registration information, how to plan account structur...
• Email FAQ - Sending Email
  Email FAQ - Sending Email. Two ways to send email from within the Certain Platform, including steps to email a single registrant or a group of registr...
• Import Registration Data
  Administrators and Event Builders can import registrations, registration agenda items, or registration session instance into the registrations databas...
• Administering Certain
  Use the Account Settings area to view and edit settings at the account level. Settings apply across multiple events. Administrators can set up users a...
• User Information
  Certain Support Center documentation for User Information, including user types, User List filters, User Profile fields, GDPR data subject requests, E...
• General FAQ - Managing Room Sharing and Roommate Matching
  Room Sharing and Roommate Matching (RSRM) enables event tracking for two attendees sharing the same hotel room. It lists the plan and interface areas ...
• General FAQ - Managing Profiles
  Managing Profiles in Certain includes: Profiles and Registrations, Setting Up Custom Profile Information for an Account, Managing Profile Information,...
• General FAQ - Creating an Event
  General FAQ - Creating an Event explains three ways to start a new event in Certain: from scratch, by copying an existing event, or from a template.
• E-commerce FAQ - Configuring E-commerce Accounts
  Guidance for configuring E-commerce accounts in Certain, including supported gateways and PayPal-specific setup details like merchant ID, merchant key...
• Event FAQ - Working with Agenda Items
  The Agenda Details area creates, edits, and displays agenda items. Learn Details fields, inventory counting rules, Activity/Session Management, Online...
• Hotels
  Set up hotels used in your account. Configure Accommodation Blocks locations, list view, room types, add new hotels, hotel detail information, and sup...
• Adding Questions to Agenda Items
  Steps for adding questions to agenda items, including “Event Setup > Agenda > Advanced.” legacy feature caution and the link to “Configuring Event Que...
• Attendee Types
  This Certain platform-support guide explains how Attendee Types work in an event, including registration statuses, capacity, registration fees, cancel...
• Sessions (in Speaker and Session Management)
  Step-by-step help for sessions in Speaker and Session Management, including Session List views (SESSIONS, INSTANCES, SCHEDULER), filtering, and sessio...
• Security Settings
  Security Settings for Certain Account Settings. Includes Session Timeout, user password expiration, and event email settings with DMARC/SPF/DKIM guida...
• Data Format
  Data Format explains how a planner can convert registrant form text to UPPERCASE, lower case, or Title Case and how an Administrator limits which fiel...
• Printable Confirmations (Account-Level Templates)
  Account-level templates may be created and edited here. Configure printable confirmation headers, barcode options, introduction and closing, footer, a...
• Account Invoices
  Account-level invoice templates settings, including Invoice Details, Invoice Options, header/bill-to/footer editors, column and summary headers, and C...
• Custom Profile Data
  Learn how Certain profile data is stored at the account level and how administrators use custom questions plus default profile fields, default import ...
• Administration Overview
  Administration Overview describes the Left Navigation Panel and sections for Account, Sub-Accounts, Users, and Display Header Options, including links...
• Define Report Export Actions (Setup)
  As part of a report's setup, up to three Mass Actions can be automatically triggered when the report is exported by selecting actions and clicking Sub...
• Choose Report Filters (Account Reports)
  Report Filters enable you to restrict the amount of data returned in a report. The page documents Date Filters, Standard Filters, Drill-Down Filters, ...
• User-Defined Column Details (Account Reports)
  Create up to 20 user-defined columns for Certain account reports. Define Column Name and Column Definition. Choose Display the first non-blank from or...
• Pick Report Columns (Account Reports)
  Learn how to use the Columns page for an account report, including selecting and re-ordering data columns, setting Sort Order, and customizing report ...
• Report History
  This Report History page displays history of Changes Reports and reports containing the full Credit Card Number run on data within the current account...
• Custom Report Header and Footer (Account Settings)
  The Specify Custom Report Header and Footer page enables you to add a custom header and footer to your report, using the HTML Editor, for Printable HT...
• Supplier Detail Information
  Supplier Detail Information explains how to edit a supplier record using standard fields such as Type, Name, Unique Code, Preferred Supplier, Image, C...
• Report Setup (Profiles)
  This Report Setup page under Profiles is used to create new custom reports and modify existing user-defined reports that report on Profile data.
• Profile Reports
  Use this page to create and run reports on profiles in your Certain account. Profiles include attendees, speakers and reviewers. Profile Report result...
• Profile History
  Certain tracks changes to a person's profile on the History page. Profile History contains profile changes and emails sent outside events, and it supp...
• Custom Profile Information
  The Questions tab shows a profile’s answers to custom profile questions in the account, which the account administrator sets up in Setup > Registratio...
• Profile Overview
  This page shows the details of a person's Profile record. It explains About Profiles, Contact, Integration – External Ids, Event Registrations, and Hi...
• Create a New Profile, or Edit a Profile
  Create a New Profile, or Edit a Profile. Learn how to enter profile information, upload a profile picture, manage contact details and mailing address ...
• Profiles Area Options
  Profiles Area Options explains what the Profiles area enables, including Find Profiles, Add Profiles, and Import Profiles, plus how Profiles and Regis...
• Changes Reports
  Changes Reports compare report results across two dates and list additions, cancellations, and modifications. The page covers settings, running option...
• Report List
  Report List explains how to reach event-level Reports/Analyze reporting, run standard and user-defined reports, filter by report group, and use action...
• PDF Document
• Site Setup (Event Website)
  Instructions for setting up a Certain event website, including Website Setup fields, Display Settings for pages, and Previewing a Website.
• Event Websites
  Event Websites describes what an event website is, how the Event Websites page lists active websites for the current event, and how each website’s sta...
• Matched Roommates
  The Matched Roommates page lists matched roommate pairs. The page includes table columns, Ascending and Descending sorting, and a Last Name link to Re...
• Auto-Match Roommates
  Instructions for Auto-Match Roommates in Certain accommodation planning, including Summary table definitions, AUTO-MATCH and Re-do auto-match behavior...
• Pending Roommates
  Pending Roommates page content explains roommate pair states and table columns for Accommodation > Roommates, including Approve All and Decline All ac...
• Account Room Types
  Set up Room Types for an account to define [Accommodation Blocks](https://community.certain.com/pagehelp/accommodation/blocks.htm) at events, includin...
• Accommodation Sub-Block Information
  Set up accommodation sub-blocks for an event. Define sub-blocks, list Accommodation Sub-Blocks, manage Sub-Block details, and edit inventory in Accomm...
• Accommodation Blocks
  Accommodation Blocks page that explains accommodation blocks, prerequisites, imports, sub-blocks, accommodation block information fields, and Accommod...
• Accommodation Statuses
  Defines Booking Statuses and Action Codes for registrants' accommodation bookings, including Accommodation Booking Status and Accommodation Action Cod...
• Accommodation Guide (PDF)
  Introductory help center article describing the Accommodation Guide PDF for the Accommodation Module in Certain.
• Flights
  Certain Flights page help: how to list, filter, add/edit/delete flights, define Flight Information fields, and manage Flight Inventory seat blocks wit...
• Flight Packages
  The Certain flight packages page explains how to view, add, edit, and delete Flight Packages, expand packages to see flights, and use Selected Flights...
• Website FAQ Page
  Website FAQ Page describes how a “generic” page can display static content on the public-side of the Website.
• Events Calendar Web Page
  The Events Calendar is a page that displays a calendar of all active events within the web site's account. The HTML Editor content appears above the e...
• Events List Web Page
  The Events List shows the viewer a list of all active, future events in the website's account, and the Events List Table fields customise what the pag...
• Event Details Page
  The Certain “Event Details Page” is a special page navigated from the Events List that uses event-specific Dynamic Data Fields to customize event info...
• Web Site Home
  Web Site Home describes how to access Home Page via EVENTS > Websites > Add/Edit website > Home and explains that the Home page displays static conten...
• Website Display
  Website Display explains the Custom Display Shell, including Dynamic Data Fields (Navigation Row, Profile Info, Page Content) and Custom HTML Attribut...
• Account Websites
  This page lists all account-level websites created for the current account, and it explains how to add, show inactive sites, edit, preview, favorite, ...
• Copying Consolidation Reports
  Copy an existing Consolidation report by using the wizard steps to select the report, name the copy, set the Description and Group, then confirm and f...
• Define Report Export Actions (Events)
  Up to three Mass Actions can be automatically triggered when a report is exported. Reports can be exported automatically using a Display Format other ...
• Custom Report Header and Footer (Consolidated Reports)
  The Reports > Page tab enables adding a custom header and footer to a report, using the HTML Editor, and customizing header and footer content with Re...
• Pick Report Columns (Consolidation Reports)
  Instructions for specifying report Columns in Certain Consolidation Reports, including selecting and re-ordering data fields, Sort Order, and Customiz...
• Select Report Subtotals (Events)
  Select Report Subtotals (Events) describes how Subtotals display in Acrobat® PDF and Printable HTML, including per-group totals and options like "Disp...
• Choose Report Grouping (Events)
  Choose Report Grouping (Events): Creating Report Summary Groups using the Groups tab, organizing report data into up to three levels of summary groups...
• Specify Report Display Options (Events)
  This page sets various options for report display and print settings. It includes Display Format, Report Format, Data Format, and Print Settings such ...
• Report Setup (Consolidation Reports)
  Consolidation Reports enable reporting on registrations, charges, payment and refunds, transactions, contacts, and location data across multiple event...
• Payments and Refunds Summary – (Current Account)
  A summary of all payments and refunds for events in the current account, grouped by the payment type and date processed. Click date values or payment ...
• Profile Anonymization
  Instructions for Profile Anonymization, including Overview, Workflow, Anonymize Profile Fields, Profile Anonymization search options, and Anonymized P...
• Account Report List
  The Account Reports page shows a list of Account Reports, System Reports, and Role-Based Reports. Learn how to preview, edit, delete, favorite, add, c...
• My Profile
  Configure the My Profile form for a website event flow, including Profile Form Header content and collecting Profile Form Fields, plus Confirmation de...
• Website News Page
  Website News Page is a generic page where static content appears on the public-side of the website via EVENTS > Websites > Add/Edit website > News.
• Custom Questions
  Guide to adding and managing custom questions for event registration in Certain.
• Questions Section Details (Registration Form)
  Learn how to add and configure a Questions section in a registration form, including Questions Section Header fields, Questions selection, and Display...
• Event Options
  Use the Event Options page to configure event settings and to turn modules on or off for the event. Sections include Global Settings, Automatic Event ...
• Kiosk Configuration
  Certain Kiosk Kiosk Configuration for survey mode questions and custom kiosk messages, including Survey Question Configuration and Show these Question...
• Check-In: Question Configuration
  Check-In: Question Configuration explains how to show custom profile questions and registration questions in Certain Check-In.
• Basic Navigation Within Certain
  Basic Navigation Within Certain explains Global Links in the upper right corner and the Primary Navigation Menu tabs for EVENTS, PROFILES, SUPPLIERS, ...
• Setting Up Digital Sessions
  Setup guide for Setting Up Digital Sessions using Certain Signal Connector integration with Zoom and ON24.
• Digital Events: Using Certain Signal Connector with ON24
  Digital Events setup instructions for Certain Signal Connector with ON24, including ON24 initial configuration, Certain Signal Connector one-off confi...
• Setting Up a Digital Event
  Set up a Certain digital event with webinar providers Zoom and ON24 using Certain Signal Connector, including prerequisites and per-event steps.
• Digital Events: Using Certain Connector Signal with Zoom
  Setup instructions for Digital Events using Certain Signal Connector with Zoom, including Zoom Pro requirements and configuration steps for Certain Si...
• Build and Manage an Event - Step 2
  Step 2: Fill in Basic Details. Guidance for Certain page sections: Plan > Event Setup > Details, Plan > Configure > Options, Plan > Event Setup > Atte...
• Build and Manage an Event - Step 1
  Step 1: Plan the Event Building Project in Certain, including the event details to gather before proceeding to Step 2: Fill in Basic Event Details.
• Getting Started with Certain
  Getting Started with Certain Platform® provides end-to-end capabilities for global events and links to Getting Started topics such as functional areas...
• Event List (from Login)
  Event List (from Login) explains how the Certain Platform Event List works after login, including account switching, templates excluded, filters, and ...
• Global Navigation Icons
  Global Navigation Icons explains how Certain global navigation bar icons work, including Support bot, Search, Recent Items, Favorites, and Help and Su...
• Copy Event (Wizard)
  Copy Event (Wizard) instructions, including Steps 1–7, event attributes, and notes about copying to sub-accounts and custom report inclusion rules.
• Event List (Reports-Only Users)
  Event List (Reports-Only Users) explains how Reports Only users see reports for current and upcoming events, how to filter event views, and how to log...
• Event List
  Certain platform support article explaining Event List behavior, templates exclusions, filters, columns, exporting, and role-based alternative event l...
• Contacts
  Maintain event registration contacts in Certain. The article explains where contacts appear in forms and email (FROM address), how to add/edit/delete/...
• Search For Forms
  Instructions for searching Certain forms across events and accounts. Covers Submit search criteria, Search for fields, Operator begins with, wildcard ...
• Search For Profiles
  Learn how to search for Profiles across accounts and sub-accounts in Certain by setting Search for, Operator, search text, Max Records, Records Per Pa...
• Search
  Search instructions for selecting Registrations, Profiles, Events, Forms, or Websites. The steps explain choosing a field and operator, entering a val...
• Account Settings
  Account Settings page content describing Home, Reports, Management, Administration, Registration, and Implementation areas, including Single Sign On (...
• My User Information
  Instructions for updating Certain basic user information and changing your password, including User Preferences and Password Rules.
• Assigning User Types
  Overview of available user types and how to assign access and permissions in Certain.
• Group Reports
  Group Reports page under Groups. It explains when Group Reports are available and how to use the Group Summary Report, including search behavior and t...
• Custom Fields
  Custom Fields for groups store extra group information for an event, display values on the Group Summary Report, and can be managed on the Groups > Cu...
• Multi-Page Lists
  Certain Support Center article explaining Multi-Page Lists and the list controls for showing entries, Search, Showing totals, and Previous/Next naviga...
• Scheduled Emails
  Scheduled Emails page content for Certain. It covers where Scheduled Emails appears, how to view active scheduled emails, and what happens when copyin...
• PDF Document
• Reviewer Email Templates
  Reviewer Email Templates are available when Speaker and Session Management and Conference Sessions are enabled. The page details template listing acti...
• Speaker Email Templates
  Speaker Email Templates are available only when Speaker and Session Management is enabled for the event. The page explains template list actions and f...
• Check-In: Session Configuration
  Guide for Certain Check-In Session Configuration, including Check-In Enabled for Sessions and walk-ins options: No, Only to THESE sessions, and Yes, t...
• Pick Report Columns (Event Reports)
  Learn how to select and re-order data columns, set Sort Order, and customize report column headers and Date formats for Pick Report Columns (Event Rep...
• Choose Report Grouping
  The Groups page enables report data organization into summary groups for Printable HTML and Adobe Acrobat® PDF, with up to three grouping levels and o...
• Display Options (Event Reports)
  Certain Display Options (Event Reports) for report display and print settings, including Display Format, Report Format, Data Format, and Print Setting...
• Choose Report Grouping (Profiles)
  The Groups page enables report data grouping by up to three levels on printable formats like Printable HTML, Acrobat® PDF, and Printable Excel®. It co...
• Report Display Options (Profiles)
  This page sets options for displaying and printing the selected Profile report, including Report Format, Data Format, and Print Settings for exports l...
• Copying a Profiles Report
  This page enables you to copy a Profiles report. It provides wizard steps to copy an existing report, name the new report, set Description and Group, ...
• Copying a Supplier Report
  Copying a Supplier Report wizard steps: click Copy Report above the Supplier Reports list, name the new report (default appends "(Copy)"), set Descrip...
• Report Setup (Suppliers)
  This Report Setup page is used to add or edit custom Suppliers reports. It includes Report Name, Visibility, and Report Type fields and links to confi...
• Import Suppliers
  Import Suppliers using Certain.as. Learn how to prepare a tab-delimited text file, upload it via Suppliers Import Wizard, map fields, set import optio...
• Custom Statuses
  This page lists the custom registration statuses defined for the event. It includes standard (default) registration statuses, classification rules, an...
• Event Session and Speaker Summary Report
  Event Session and Speaker Summary Report is a summary list of all qualified sessions and their speakers, listing Session Name, Session Code, Session S...
• Event Session Status Summary Report
  A summary of the numbers of attendees registered for each instance of the event's sessions, with session-level status fields and Excel export.
• Event Session Summary Report
  A summary of how many of each scheduled instance of event sessions have been selected by attendees, including Registered, Balance Due, Pending, Cancel...
• How to enable Attendee to Attendee Messaging
  Touchpoint supports attendee to attendee messaging. Learn how to turn ON the “Allow attendees to send private messages to each other” setting on the M...
• Security: Client Roles and Responsibilities
  Touchpoint guidance on Touchpoint CMS Accounts, Touchpoint CMS Auto Logout, Touchpoint CMS Password, and how to report a security concern, incident, o...
• GatherNow App Publishing
  GatherNow App Publishing explains publishing mobile event experiences in the GatherNow app, listing benefits of GatherNow Deployment and steps for pub...
• My QR Code
  The “My QR Code” feature in the Touchpoint app generates a unique QR code embedded with the attendee profile field “External Matching Code / QR Code s...
• Attendance Tracking
  Attendance Tracking enables staff to check attendees into sessions by scanning a QR. The guide covers Authorized Email Addresses, enabling Agenda Chec...
• Event Info, Event Icon, and Event Settings
  Touchpoint support documentation for Event Info, Event Icon, and Event Settings. It explains how to edit event details, configure visibility, upload E...
• Exporting Content from a Previous Event to a Future Event
  Touchpoint CMS instructions for exporting content from a previous event or event template to a future event, including copying selected items and expo...
• Participant Type
  A Participant type groups users by role or classification in the Touchpoint system. It controls feature access and restricts which features or agenda(...
• Maps and Locations
  Instructions for creating image maps, adding pinned locations, adding street maps, and managing locations in Maps and Locations.
• Multiple Languages
  Translation Entry instructions for adding multiple language support to your event, including the "es-MX" label next to translated content.
• Links Feature
  Touchpoint support article for the Links Feature, which lets you create a list of webpages and/or files to load in the app or a separate browser windo...
• Lead Retrieval - Feature Setup
  Lead Retrieval feature setup instructions for Touchpoint. Learn how Lead Code, QR code, and the VIP Portal work for exhibitor lead capture and lead ex...
• Capacity Planning
  Touchpoint support article for configuring capacity planning as an extension of the Agenda feature. It covers Allow Session Registration, session cons...
• Attendees
  Instructions for managing attendees, including adding an attendee, setting an attendee password, checking viewed messages, managing continuing educati...
• Info Feature
  Instructions for creating Info items, adding images to Info Body, setting image width to 100%, applying theming colors used on Info text, and performi...
• Registration Groups in Certain
  Guide to using the Registration Groups sub-module in Certain, including enabling, setting up groups and attendee types, assigning group membership, us...
• Email Analytics Frequently Asked Questions
  Email Analytics Frequently Asked Questions covering Email Analytics dashboard refresh time, time zone, open and click-through tracking, email retentio...
• How the setting "Incomplete registrations count against Capacity/Inventory for _...
  Explains how the setting "Incomplete registrations count against Capacity/Inventory for __ minutes after their last modification" monitors registrants...
• Adding Existing Profiles to a New Event
  Learn how to add existing Profiles to a new Event as Registrations using Importing Registrations or Inviting Existing Profiles, including key field ma...
• Concurrent Registrations on Forms - Error: Please wait; the page will be automat...
  Explains why registrants see “Please wait; the page will be automatically resubmitted” during high-volume form registrations, how Concurrent Registrat...
• Countries Available in Certain
  Certain uses the ISO (International Organization for Standardization) Country list to determine which countries are available in the Country drop-down...
• Event Component Descriptions and Navigation
  Support article describing how to navigate the Event List and Event-specific tabs: Plan, Promote, Manage, Engage, and Reports.
• Event Setup: Contact
  Event Setup: Contact explains the Event Registration Contact, how Registration Contact information is shared across an account, how to create or edit ...
• Event Setup: Attendee Types
  Attendee Types identify participant types within an Event. Learn possible uses and the steps to create new Attendee Types in Plan > Event Setup > Atte...
• Event Setup: Details
  Event Setup: Details explains how to update Event details, including Event Name, Event Code rules, Status values, Access Token behavior, capacity, loc...
• Email Alerts
  The Alert notification feature enables email notifications to recipients when an Attendee Type or an Agenda Item inventory limit reaches a percentage ...
• Accommodations Guide
  An overview of the Accommodation Module in Certain, covering Room Types, Hotels, Accommodation Blocks, Sub-Blocks, and Forms, including Roommates and ...
• Creating a Registrant's Password
  You can change or create a password on a Registrant's behalf. Follow the steps to find a Registrant, edit registration, reset the password, and save.
• How to indicate 'CC Assistant Email' or 'CC Additional Email' when Importing Reg...
  Importing into the 'Assistant Email' or 'Additional Email' fields requires selecting the 'CC Assistant Email?' or 'CC Additional Email?' checkbox so e...
• How do I import gender with my invite list?
  In order to import into the system field "Gender," use the following values in your spreadsheet: Male = 1, Female = 2, Unknown = (blank).
• How to change the Font Size or Remove the Underline for Hyperlinks on Forms and ...
  Using CSS, this support article explains how to change hyperlink font size and remove underline for hyperlinks on Forms and Websites by editing the Cu...
• Managing Registrations: Working with Profiles
  A Profile contains contact and other information for individuals who have attended Events. Learn how to create Profiles, invite Profiles to an Event, ...
• Modifying Registration Details
  Instructions for modifying a single Registration in Certain by using Manage > Registrations, Report results, and the Registration Overview tabs. Inclu...
• Enforcing email uniqueness and addressing form login errors for existing email a...
  Certain support article about enforcing email uniqueness and resolving the form login error "A registration already exists with this email address." S...
• Form Entry & Security
  Configure a Form Entry page for landing page use, waiver checkbox requirements, and Login Options including Enable Forgot Password with Promote > Emai...
• How to Setup Event Waitlist Option
  Setup Event Waitlist Option by setting Event Registration Capacity and enabling Automatic Event Waitlisting under Plan > Configure > Options, includin...
• Error when no Form in the Event is marked as Primary
  When Display Rules are added in an Email Template, a server error occurs if no Form in the Event is marked as Primary.
• The Consequences of Changing Your Event Code
  The Event Code is entered at Plan > Event Setup > Details > Event Details. Changing it can break file access and the Certain Platform and Touchpoint i...
• Assigning Speaker Attendee Type Using Logic
  Speakers can be added as Registrants/Attendees in the same event. The article explains how to create a “Speaker” Attendee Type and auto-assign it via ...
• Marking a form as "Primary" - What does this do?
  Marking a Form as "Primary" guides email display of Registrant information by controlling confirmation sections, section headers, Sessions, Agenda, an...
• Form Password Options
  Certain implemented security measures to protect Forms by masking passwords in email and reports, with two options: Use Certain's "Forgot Password" Fe...
• Attendee Type Waitlisting - How does it work?
  Manual Attendee Type Waitlisting setup instructions, including Event Dashboard Pending column behavior, Form Reg status set to (Do not change), waitli...
• How to enable a Forgot Password Reset Link
  Enable Forgot Password in Plan > Forms > Entry. Define Forgot Password Link, headers, placeholders, button text, sent messages, expiration and invalid...
• How can I receive an email when someone registers for my Event?
  Instructions for entering an email address in the cc: field to receive copies of all Confirmation Emails sent to Registered Attendees when people regi...
• Do I need to delete Test Registrations before going Live?
  It is not necessary to delete Test Registrations before changing an Event Status to Live because Test Registrations are removed when the Event changes...
• How to Close Registration for an Event
  Learn how to close registration for an Event using Option 1: Forms and Option 2: Event Status, including Close date changes, Status settings, and Cust...
• Roommate Matching
  Roommate Matching instructions for planners covering Plan > Accommodation > Roommates, Auto-Match, Pending roommates, Matched roommates, and "No Match...
• How to set up a Form's Entry Page
  Instructions for the Form Entry page, including Entry Section HTML, Form Entry Permissions (Open Enrollment or Profile, Reg ID in URL or Integrations ...
• How to set up Custom Registration Questions
  Learn how to set up Custom Registration Questions, select Question Type Options, enter Name, Code, Display for Reg Form, and set Answer Options in Add...
• Modifying Event Settings under Event Options
  The Event Options page (Plan > Configure > Options) configures Event settings and turns Modules on or off for each Event, including Automatic Event Wa...
• Import/Update Registrations
  This topic describes how to import and/or update registrations on the Registrations > Import page in Certain, including the Registration Import Wizard...
• Importing Promo Codes
  Create Discount Code(s) before importing Promo Codes. Prepare CSV files, map import fields, upload files, and review imported promo codes on the Promo...
• Room Reservations Import Error on Date/Time Format
  Learn how to fix the Room Reservations import date/time format error where arrival dates must use MM/dd/yyyy.
• Deleting and Restoring Single or Multiple Registrations
  Instructions for deleting and restoring single or multiple “Registrations” in an Event using Search and Mass Action in the Event Dashboard.
• Promo Codes Guide
  This guide explains how to use Certain “Registration Groups as Promo Codes”, including enabling the module, using Promo Code Wizard, availability wind...
• Appointment Preferences (Attendee Form)
  Appointment Preferences (Attendee Form) documentation describing Appointment Matching requirements, a recommended dedicated form setup, Section Header...
• Forms FAQ - Linking Website to Forms
  Forms FAQ - Linking Website to Forms explains how meeting planners link a Certain registration form from an existing event-level website and from acco...
• Forms FAQ - Changing the Order of Items on a Form
  Certain support article explaining how to change the order of items on a form by configuring Forms > Setup > Page Layout and using Online Form Sequenc...
• Forms FAQ - Creating Form Section Headers
  A Section Header can be configured on most registration form appearance pages by entering text under the Section Header heading, including Text Above ...
• Forms FAQ - Creating a New Form
  Forms FAQ - Creating a New Form. Steps to create a new registration form in Plan > Forms, using Add Form and Submit, and configuring form links in Lef...
• Forms FAQ - Editing Forms
  Forms FAQ - Editing Forms explains how to edit a certain form and describes the left navigation links such as Setup, Entry, Registrant Details, Attend...
• Forms FAQ - Previewing a Form
  Learn how to preview a Certain form using Split Screen Edit Mode or by toggling between Preview and Edit.
• Sessions (Attendee Form)
  Sessions sections for a form explain how attendees add scheduled sessions, how waitlisting is handled, and how to configure Session Sections, Session ...
• Entry Page (Attendee Form)
  Entry Page (Attendee Form) help content describing Entry Section, Form Entry Permissions, Waiver Checkbox, Username and Password, Passcodes, SSO Login...
• Copy Registration Form
  Copy Registration Form steps for copying an existing form, including selecting the form to copy, naming the new form, setting open and close date/time...
• Signal Connector Outbound Flows for Digital Events (ON24)
  Signal Connector Outbound Flows for Digital Events (ON24). Steps to create an outbound flow by configuring Source trigger, Flow Category, Destination ...
• Signal Connector Integration with Webhooks Guide
  Certain Signal Connector: Webhooks integration guide for integrating Certain with other applications using webhooks.
• General FAQ - Activating Agenda Item Waitlist on Forms
  This article explains how waitlist options are activated per agenda section on forms and when the waitlist option displays for registrants.
• General FAQ - Streamline Agenda Item Entry
  General FAQ on Streamline Agenda Item Entry in Certain using Import and Export, plus column tips for the Activities.xls file.
• General FAQ - About Event Websites
  This Help article defines a Certain event-level Website, describes public and password-protected site access, explains main-page and optional pages st...
• General FAQ - Publishing Forms and Websites
  Instructions for publishing online forms and websites in Certain, locating the URL on Plan > Forms > Setup > URL or Promote > Websites > Setup > URL, ...
• General FAQ - Importing Registration Data
  General FAQ - Importing Registration Data explains how to create registrations from existing data using Import data, group of profiles, and using thei...
• General FAQ - Managing Registrations
  General FAQ content explaining what a registration is, how registrations can be created, what information a registration record contains, and how regi...
• General FAQ - Setting Up Online Forms
  General FAQ - Setting Up Online Forms: describes online registration forms, available form sections, and a link to [How to set up an online form](http...
• General FAQ - Setting Up Users
  FAQ about user accounts and user types in Certain. Learn how to create and modify system users and assign access levels like System Master, Administra...
• General FAQ - Setting Up an Event
  General FAQ for setting up an event in Certain. Learn how events define registration foundations, then configure event setup, attendee types, statuses...
• Reports FAQ - Using the Reports Page
  You can run reports from the Reports page and filter them using the Filter Reports list. Editable reports show a pencil icon, and non-editable reports...
• Reports FAQ - Define Report Export Actions
  Reports FAQ - Define Report Export Actions. Define up to three Mass Actions that are triggered automatically when a report is exported, and explain th...
• Reports FAQ - Event Agenda Summary Report
  The Event Agenda Summary Report summarizes total quantity by event agenda item for complete registrations and provides numbers including Paid, Bal. Du...
• Reports FAQ - All Registrations by Status Report
  The Reports FAQ - All Registrations by Status Report explains how All Registrations By Status groups complete and incomplete registrations by registra...
• Registration Statuses (for tags)
  Registration Statuses (for tags) explains how administrators assign tags to standard and custom registration statuses, and how Certain API 2.0 exposes...
• How to delete a registrant from an event
  Here are the steps to delete a registrant from an event in the event dashboard, Manage > Registrations, including mass action and profile deletion, pl...
• How to Copy an Event
  Steps to locate and copy an event, including pagination and search guidance, selecting copied information, entering new event details and registration...
• How to Delete an Event
  How to delete an event/program from an account/organization. Includes steps for locating the event, opening Plan > Event Setup > Details, and using th...
• How do I add an event owner
  Learn how to add an event owner by navigating to Plan > Event Setup > Details and selecting a user under Event Details, then saving. Only administrato...
• How to Disable Automatic Emails when changing attendee custom status
  Learn how to disable automatic emails when changing attendee custom status by editing Plan > Event Setup > Custom Status and unchecking Send Email to ...
• Meeting Requests (Home)
  The Certain meeting requests Help article explains the Meeting Requests List, the Filter options, and the Meeting Requests List View columns and Actio...
• Profiles FAQ
  Profiles FAQ page listing links for profile management tasks, including adding or updating profiles, inviting or registering profiles, exporting profi...
• Copy an Existing Report
  The Report Copy Wizard duplicates an existing report by guiding naming, description, group selection, and confirmation steps. It also explains behavio...
• Product Request
  Product Request page for Certain. It instructs users to email help@certain.com for adding, removing, or requesting features for a Platform Account.
• Registration Header
  The page explains the “Registration Header” shown on admin-side Registration pages, including header section links and Balance Due navigation, plus Mu...
• Checking Imported Registration Data
  To view imported registration data in Certain, click the underlined number that matches the state or status selected during import in the All Registra...
• Assign Roles
  Assign Roles for team-based event management. Learn how account administrators define roles and available users on Account Settings > Management > Rol...
• Allowlist IPs for Support Emails
  Allowlist the IP Range 3.209.202.128 - 3.209.202.255 (Subnet: 3.209.202.128/25) to ensure all support emails are received.
• Digital Events: Overview
  Digital Events: Overview is an outline for setting up digital events in Certain. The guide covers Zoom and ON24, prerequisites, and step-by-step confi...
• Build and Manage an Event - Step 10
  Step 10: Perform Post-Event Tasks. Clean up the database by updating completed registration statuses, using the Refund Owed system report, and using t...
• Build and Manage an Event - Step 8
  Step 8: Go Live. Instructions to set event Status to Live, open registration forms by adjusting Form Open and Close Dates, move existing registrations...
• Build and Manage an Event - Step 9
  Step 9: Plan and Create Reports. Learn how to use summary reports, copy system reports, plan and test when creating custom reports, and use Groups and...
• Build and Manage an Event - Step 7
  Step 7: Get Ready for Registrants includes a checklist for testing forms, websites, external links, registration monitoring, payment processing, atten...
• Search For Websites
  Search For Websites instructions for Certain. Specify search criteria across events and accounts, then submit to view results and edit records.
• Search For Events
  Learn how to search for Events by specifying search criteria, choosing fields and operators, setting account scope, and navigating paginated results o...
• System information
  To display technical information about the current release of Certain, click the Help icon then the System Information icon. The Release Number is inc...
• Certain Support
  Instructions for accessing the Certain Support Site. The page lists Knowledge Base, Certain Academy, Developer Space, and Contact Us options for suppo...
• Registration Groups – Quick Guide
  Registration Groups – Quick Guide describes how to enable the Registration Groups sub-module (of the Event Module) via Configure > Options > Functiona...
• Import (Groups)
  Import (Groups) describes how to import event groups from a CSV file. It covers the three steps: Prepare an Import File, Import Your Data, and After t...
• Email a group of registrations
  Steps to email a group of registrations by selecting registrants, choosing an email template, composing the email message, previewing it, and sending ...
• Digital Events Email Templates
  Email template for the email sent automatically every hour to all new registrants for a digital event. Available only if the Digital Events module is ...
• Speaker and Session Management User Guide
  Speaker and Session Management User Guide is an illustrated PDF that describes how to manage Sessions and Speakers in an event, and notes that the Spe...
• 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 ...
• PDF Document
• Check-In: Profile Configuration
  On this page you select the profile fields to be used in the Certain Check-In app. You can add or remove additional profile fields and manage their se...
• User-Defined Column Details (Event Reports)
  On the User-Defined Column Details page for a report, you can create up to 20 user-defined columns, including first non-blank value columns and combin...
• PAGE (Custom Report Header and Footer)
  Learn how to customize PAGE (Custom Report Header and Footer) for custom reports in Printable HTML, Acrobat® PDF, Printable Excel®, and Excel® Spreads...
• Choose Report Filters
  Instructions for creating Date Filters, Standard Filters, Drill-Down Filters, and Advanced Filters in Certain reports, including how to view filtered ...
• Agenda Item Quantities
  Agenda Item Quantities settings: choose Quantity or Quantity Label, and configure labels for Quantity = 0, = 1, = 2, and > 2 for the report “Registrat...
• GDPR Data Subject Requests; PDF Guide
  Help-center article that links to an illustrated PDF guide for GDPR data subject requests, covering View, Edit, and Delete (forget me) requests.
• Custom Report Header and Footer (Profile Reports)
  The Specify Custom Report Header and Footer page enables adding custom headers and footers to Profile reports using the HTML Editor, with format notes...
• Choose Report Filters (Profiles)
  Report Filters restrict the amount of data returned in a report using Date Filters or Advanced Filters, including how to create interval-based date fi...
• Choose Report Grouping
  Choose Report Grouping explains how the Groups tab organizes report data by summary groups for printable formats like Printable HTML, Acrobat® PDF, an...
• Pick Report Columns (Data Fields) [Supplier Reports]
  Instructions for specifying report columns in [Supplier Reports], including selecting and re-ordering Available Data Fields, setting Sort Order, and c...
• Choose Report Filters (Suppliers)
  Learn how to use report filters for Supplier Reports. This page explains Date Filters and Advanced Filters, including operator meanings and how to joi...
• Specify Custom Report Header and Footer (Supplier Reports)
  Use this page to add a custom header and footer to your supplier report. Format the header and footer using the HTML Editor on this page, with notes f...
• Query (Find) Registrations
  The Query Registrations page enables you to quickly find one or more registrants using detailed searches, including Filters, Standard Filters, and Dat...
• Speaker Portal Page Logic
  Speaker Portal Page Logic explains Display Logic for the Speaker, My Information, and My Sessions pages, plus steps for adding a Conditional Section.
• Controling Which Sessions Display on the Session Catalog
  This support article explains how the Session Catalog controls which sessions appear in session filters, including Highlighted, Promoted, and General ...
• Magazine, Promoted, and General Styles for Speaker and Session Catalogs
  The Session and Speaker Catalogs have 3 main display styles: Magazine, Promoted, and General. Select the style under Define Layout > Session Display.
• Adding Catalogs, Syncing Sessions and Speakers in the Catalog List
  Multiple Catalogs (Session and Speaker) can be created for a single event. The article explains where to find Catalog List, how Sync for Sessions and ...
• Approvals and Recommendations
  Session Reviewers can create tier-based session recommendations. The article explains how to create a recommendation using Manage > Speakers and Sessi...
• Setting Up Reviewers -- Adding/Importing/- 3 years ago
  Instructions for setting up Reviewers, including Creating a Reviewer, Importing Reviewers, and configuring Reviewer Email Templates with Append Tool a...
• My Sessions Layout
  Learn how to configure the My Sessions page in the Speaker Portal, including Read Only settings, page re-ordering, and editing the My Sessions session...
• Speaker Portal My Information Layout
  The My Information page in the Speaker Portal is configured in Speaker Portal pages. It includes Read Only, drag-and-drop ordering, and renaming page ...
• Themes, Best Practices, Misc - Adding JavaScript, Images size for Banner, etc.
  Themes, Best Practices, Misc - Adding JavaScript, Images size for Banner, etc. General Tips And Best Practices For Session Catalog. Themes are under D...
• Reviewer Portal Page Layout
  Instructions for editing the Reviewer Portal Page Layout, including reviewer portal landing page options, reviewer profile layout fields, and session ...
• Session Advisor FAQ's - Session Catalog
  Session Advisor AI FAQ covering what Session Advisor AI is, how it works, uniqueness, who it is designed for, integration into Session Catalogs, recom...
• Certificates And Provisioning
  Touchpoint creates certificates and provisioning profiles for publishing your app using your developer.apple.com account and iTunes Connect, or your I...
• Troubleshooting "Unknown Lead" Errors in Certain Touchpoint Lead Scanning and QR...
  Troubleshooting guide for Certain Touchpoint Lead Scanning and QR Code Badge Scanning when the app returns “Unknown Lead” or blank results, with fixes...
• App Store Submission
  Touchpoint requirements for Apple App Store and Google Play Store submissions, including written requirements (iOS App Store Title, Android Play Store...
• Login Options in Touchpoint
  Login Options in Touchpoint for Touchpoint admins. Includes password rules, Planner-Created Password, Attendee-Created Passwords, Universal Password, ...
• App Content Checklist
  App Content Checklist for Touchpoint app submission, including Bare Minimum Required for Submission and app setup, content entry, and last minute to-d...
• Developer Account Setup
  Apple Development Account Signup Process and Apple Developer Portal Access steps for creating an App Store Connect user, including invite details and ...
• Web Homescreen Layout
  Instructions for building a Web Home Layout using sections, panels, and panel settings, including New Layout setup, Font Family, Item Spacing, Backgro...
• Color Theming
  Color Theming defaults define themable background colors and text colors with Hex values, explain how to use the Color Theme Tool, and map HTML editor...
• iPad Homescreen Layout
  iPad Homescreen Layout explains panel types and panel settings for arranging a Touchpoint iPad home screen, including Featured Exhibitors Panel option...
• AI Event Assistant
  The Touchpoint AI powered Event Assistant lets attendees ask free-form natural language questions and receive real-time answers using your event’s Inf...
• Agenda Feature Settings and Management
  Agenda Feature Settings and Management for the Touchpoint event app. It includes Allow Session Check-Ins, session check-out options, Section Headers, ...
• Threaded Messages
  Instructions for Touchpoint “Threaded Messages” covering Group Messages and Scheduled Messages, including send options, session/group/participant-type...
• Event Intelligence - Event Registration Chronicles
  The Event Registration Chronicles dashboard helps analyze the pace of registrations of a series of events using the graph, filters (Event Name, number...
• Event Intelligence - Review the performance of multiple events
  Event Program Analysis dashboard. It reviews multiple events using Top Level Metrics, cost analysis, organization representation, stacked bar, dot cha...
• Event Intelligence - Review the performance of a single event
  The Performance Dashboard in Event Intelligence helps event teams review a single event’s registration and attendance success using the Single Event V...
• The Nine Events of Email
  SendGrid email events breakdown: Processed, Dropped, Deferred, Bounce, Delivered, Open, Click, Spam Report, and Unsubscribe, with tracking notes and r...
• Removing Attendees from Certain Platform when the Event has a Touchpoint Integra...
  If an attendee is deleted/removed in Certain Platform, the integration does NOT remove attendee(s) in Touchpoint. Change registration status not tagge...
• Updating Speaker Information in Touchpoint
  Updating Speaker records in Touchpoint depends on whether the Speaker record was synced from Certain Platform or added directly in Touchpoint, and it ...
• Syncing Registrants to Touchpoint from Platform
  In Certain Platform, add the "Touchpoint: Synced" tag to registration statuses so registrants sync to Touchpoint as attendees.
• Passing Field Information to a Form Via the URL
  Passing field information to a Certain form via HTTP GET and HTTP POST. Includes examples of hyperlink name-value pairs, hidden fields, and URL orderi...
• GDPR Data Subject Requests Guide
  Guide to responding to Data Subject Requests (DSRs) under the General Data Protection Regulation (GDPR) where the data is held in your Certain databas...
• Certain EventStream Guide
  Certain EventStream – Quick Guide for installing and using Certain EventStream in Oracle Eloqua, including prerequisites, configuration, access groups...
• Duplicate Profile Usernames And Deleting Profiles
  Learn why duplicate usernames can create invalid profiles and how to mark registrations as "Test" registrations to avoid PIN errors in Certain workflo...
• Importing Registrations
  Instructions for importing and updating Registrations in Certain, including key field precedence, required fields guidance, and import wizard steps.
• Special Characters on Content Block and Display Rules
  Certain Platform guidance: avoid special characters in the Name field of Content Blocks and Display Rules, because special characters can cause a serv...
• Creating a Registration Profile in an Event for Existing Speakers
  Steps for creating a Registration Profile in an Event for Existing Speakers, including creating a registration using a Form and creating registrations...
• Session Blocks
  Session Blocks give flexibility for displaying registered and waitlisted sessions in confirmation and reminder emails, by selecting session types/stat...
• Required Fields Messages
  Required Fields Messages lists Message Labels and Default Values for validation text such as Field error message, Invalid message, Not email, and Prof...
• Sel? and Web? options
  Warning about using Sel? and Web? options for Agenda Item Questions and their impact on agenda items and registrations.
• Update Full Capacity/Inventory Messages
  Update Full Capacity/Inventory Messages by changing Sessions labels in Plan > Form > Session > Session Display Options > Add/Remove Button Labels and ...
• API Fetch - Eloqua step by step configuration
  Step-by-step setup for API Fetch/Eloqua integration in Certain to ingest Eloqua contacts as Certain registrations for an event, including connections,...
• Build and Manage an Event - Step 3
  Step 3: Create and Customize Registration Forms. Includes Create Forms, Previewing Forms, Registrant Details, Attendee Type, Questions, Verify, and Co...
• General FAQ - Using the Travel Module
  The Certain Travel Module collects travel requests and reservation information from attendees, defines Travel Reservations, Travel Requests, and Trave...
• General FAQ - About Spam Filtering
  General FAQ about spam filtering and email quarantine behavior. Explains how Certain sets the From address by default and what DNS entries are needed ...
• General FAQ - Using Username (PIN) Fields
  A username or PIN (Personal Identification Number) is a unique value assigned to a profile. The username enables attendee registration for future even...
• General FAQ - Tips for Names, Codes, and Labels
  Tips for Names, Codes, and Labels in the Certain application, including guidance for Name visibility, Code usage, and Label or Display text on online ...
• Delete/Delink Webinars from your Event or Sessions
  With the Certain 8.0 release, you can Delete/Delink webinars from your Event and/or Sessions. The article explains Delete vs. Delink options and how t...
• Activating Session Waitlist Automation
  The ability to automatically process waitlisted attendees when capacity becomes available on sessions is now available with the release of Certain 8.0...
• Session Related Links: Syncing from Platform to Touchpoint
  Related Links on Sessions can be synced from Platform to Touchpoint using the “Touchpoint: Related Link” tag on a conference custom field in Platform.
• Adding Speakers - One by One, Via Import, or with Existing Profiles
  Step-by-step instructions for adding speakers in an Event, including manual speaker creation, speaker import and updates, Speaker Portal profile creat...
• Adding Sessions - One by One or Via Import
  Certain enables manual or bulk session creation via import for Standard or Conference Layouts. Conference Layout requires 2 imports. The article lists...
• Session Locations
  Session Locations instructions for creating a Location and importing Locations in Certain, including capacity guidance and import workflow steps.
• Sample App Announcement Text
  Sample App Announcement Text for emailing attendees about the Certain mobile app, with subject line and platform-specific download and login instructi...
• NEW Badge Game UX
  Use Touchpoint’s interactive badge game to encourage networking. Configure badge rules, badge goal setup options, manage badge awards, and download ba...
• Touchpoint Stream
  Touchpoint Stream setup and management guide covering Feature Settings, creating live streams from Agenda and Videos, broadcasting, the Speaker Ready ...
• Image Specifications
  Image Specifications for Touchpoint app assets, including App Icon Image, Launch Image, Landing Page Top Banner, Event List Icons, Home Screen Image P...
• Related Links
  Related Links let you attach reading materials or presentations to Agenda Sessions, Attendees, Showcase/Exhibitors, News Stories, and To-Do Tasks in T...
• Groups & Terms
  How Groups and Terms work in Certain Touchpoint. Learn selectable filter options, how to add Groups, add Terms, set Group Terms, and set Groups via sp...
• Signal Alerts - Common Errors and Recommendations
  Troubleshooting Signal Flows using Metrics > Troubleshooting totals like IN RETRY QUEUE, TOTAL RETRIED, RETRIED ABANDONED, and VALIDATION ERRORS, plus...
• Certain Support AI Chat Bot
  The Certain Support Chat Bot gives instant 24/7 answers in the Certain Help Center. Starting April 20, 2026, new support requests must be submitted th...
• Preparing ON24 for Signal Connector Integration
  Preparing ON24 for Signal Connector Integration. Certain Digital release integration steps include requesting access to all endpoints and provisioning...
• Session Reminders
  Session reminder emails can be automatically sent on a scheduled basis relative to session start time. The page explains template setup, scheduling, t...
• Developer Info
  Certain API 2.0 is a REST-based Internet API using HTTPS Basic Authentication. It defines GET, POST, and HTTP DELETE operations, plus API Rate Limit E...
• Fully customize an Email Template in Certain
  Tips for successful email communications in Certain for Event or specific Form email. Includes HTML template example using <style> tags and <body> to ...
• Best Practices: Email Deliverability
  Best Practices: Email Deliverability explains why Certain emails may be quarantined as spam and how SPF records and Domain Keys help deliverability th...
• Power Template - Understanding the Style Options
  IX. Understanding the Style Options lists Button-Style Options, Agenda-Style Options, Speaker-Style Options, Sponsors-Style Options, Form-Style Option...
• Power Template - How to Use the Power Template (Content Blocks)
  How to find (Event) Content Blocks in Plan > Content Display > Content Blocks and use the Power Template (Content Blocks) to edit pre-created content ...
• Administrators - Account-Level Custom Profile Data
  Administrators can manage Certain Platform profile data at the Account Level, including Custom Questions, re-ordering questions, default profile field...
• Advanced Template
  Documentation for creating and editing the Advanced Template. Includes steps for “Add a New Event” and configuring Display Fields and Event Website, p...
• Add To Calendar Updates
  Upcoming 7.1.7 patch release updates to Certain platform Add to Calendar by replacing the existing implementation with the AddEvent service, including...
• Adding file attachments for email templates
  Follow these steps to add file attachments for email templates in Certain. Learn how Certain supports a single attachment and how to upload a Zip file...
• Digital Events - How to Share Webcast/Webinar Details using Email and Session Ca...
  How to share webcast/webinar join URLs for Digital Events using email templates under Promote > Communication > Digital Events Templates and optionall...
• Appending Agenda Items to an Email Template
  Certain does not have a specific feature for appending Agenda Items directly to an Email Template. Display Rules can include the Personal Agenda secti...
• How to create, edit and delete an email template
  In an event, learn how to create, edit, and delete an email template in Promote > Communication > Email Templates, including the five template categor...
• Customizing Emails Based on Different Registrant Factors/Values
  Email can be sent from Certain showing different information based on a registrant's answer, using Display rules and Custom Blocks in Plan>Event Set-u...
• Adding an email address as a hyperlink
  To make an email contact address clickable, set the contact email address as a hyperlink in an email template by using the hyperlink icon and setting ...
• Logic Rules: Overview of Display Options (Display, Hide, Assign)
  Logic Rules allow display, hide, or assign items in a Form, and they can trigger event emails or error messages based on actions taken through the For...
• Using Inline vs. Display Logic
  Learn how Inline Actions and Display Actions work in Certain Logic Rules for Forms, including the logic-rule Select Action options Inline Actions - Di...
• Using a Table to Display Agenda Items in the Form
  Instructions for using a table in the Description editor to control how Agenda Item descriptions/labels display in the Form.
• Special Characters in Display Rule or Custom Block Name
  Special characters (especially a comma - ",") in Display Rule or Custom Block names often cause an error when appended to an Email Template.
• Power Template - How to Use the Power Template (Display Fields)
  Instructions for using the Power Template (Display Fields), including Branding Content File, Event Content File, Select Navbar Menu Items, Style Optio...
• Power Template - Creating & Navigating the Power Template
  Instructions for creating and navigating the Power Template, including Display Fields and Content Blocks setup steps and the list of Power Template (S...
• Power Template - How to User the Power Template (APIs and Catalogs)
  Power Template instructions for using API Agenda Catalog, API Speaker Catalog, and Session Catalog Designer, including Session Catalog UUID for Api an...
• 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...
• Removing extra bullet points when using Content Block on email templates
  When using Content Blocks to display bullet points on an email template, additional blank bullet points can display when the email is viewed in Outloo...
• Scheduling Emails Guide
  Guide for scheduling emails in Certain Platform using Promote > Communication > Email Templates, including Enabling Scheduled Emails, Schedule Setting...
• Dynamic Emails Guide
  This guide explains how to use Content Blocks and Display Rules to create email templates with content displayed dynamically based on registration val...
• updateAgendaSession
  Touchpoint API updateAgendaSession arguments, GraphQL mutation, CURL request, response example, and AgendaSessionParams field definitions.
• deleteAgendaSession
  Touchpoint API Usage for deleteAgendaSession. Includes arguments gatheringId (Int!) and id (Int!), a GraphQL mutation example, a CURL request example,...
• Cookies in Certain Guide
  Guide to cookies added by Certain to registrants’ browsers, including essential cookies required for authentication and non-essential cookies such as ...
• Adding Speakers to Sessions
  When adding Speakers to a Session with Instances, an Alert displays an option to include the Speaker to associated instances. Follow the Manage > Sess...
• How to shorten a Form or Website URL
  Instructions for shortening a Certain Form URL and Website URL by removing URL portions, plus an alternative Vanity URL option with setup URL forwardi...
• Web Crawlability (for Forms and Websites) Guide
  Guide to web crawlability for forms and websites, including Certain event defaults and how to use the robots META tag with ROBOTS content values like ...
• Google Analytics in Certain Guide
  Setup guide for Using Google Analytics™ in Certain, including Tracking ID setup, event-level vs website-level IDs, page-specific page-level URLs, and ...
• Creating a Password and Logging In
  Steps to create a password and log into the Touchpoint event app using the Request a Password link, the Set Password email link, and an optional one-t...
• Touchpoint Release (July 2025)
  Touchpoint Release (July 2025) includes Native App Updates and CMS Updates for Agenda: Jump to Now, Message: Replies to Gathering, and Announcements (...
• What's a "Primary Form"?
  One form per event must be designated as its "Primary Form" by selecting the “This is the primary form for the event” check box on the form’s Setup pa...
• Attendee Types (Attendee Form)
  Configuration details for the Attendee Type section in the Attendee Form. Includes Section Header, Attendee Type Display Settings, Waitlist Options, a...
• Groups (Attendee Form)
  Instructions for configuring the Groups (Attendee Form) section, including Section Header and Field Display Options for group code or group lists, plu...
• Travel Information (Attendee)
  Certain Travel Information (Attendee) help page describing when the Travel Module is enabled, how an event planner edits travel details, and how Trave...
• Session Mass Actions (in Speaker and Session Management)
  Session Mass Actions (in Speaker and Session Management) explains Mass Actions options for multiple sessions, including Publish to Attendee Types, Ses...
• Questions – (Header Details)
  Configure Header Details for Questions. This help page includes Title, Name (Required), Text, Enable Editor?, Text Alignment, Text Vertical, and Start...
• Agenda Items: Advanced (Custom Questions)
  Using Custom Questions to Collect Information About Agenda Items, including legacy note, best practice guidance, answer value rules, cautions, and war...
• Registrations FAQ
  Registrations FAQ lists help-center links for creating, finding, updating, importing, and checking registration information, plus roommate matching to...
• Copying an Account Report (Report Copy Wizard)
  Copy an existing Account Report or System Report using the Report Copy Wizard, including steps for naming the report, adding a Description, choosing a...
• Report Setup (Account-Level Reports)
  Report Setup (Account-Level Reports) explains creating custom reports, defining Report Name fields, Visibility options, Report Type categories, Change...
• Registration Statuses (for tags)
  Assign tags to standard registration statuses by selecting one or more tags in the status field, using the tags configured in Account Settings > Manag...
• Certain Signal Connector: Advanced Webhooks Integration Guide
  Guide to Certain Signal Connector for Advanced Webhooks. Covers Signal Connector setup using nested JSON, Connections, Flows, Mappings, Metrics Dashbo...
• Reports FAQ - Registrations to Review
  This report displays the number of registrations in miscellaneous categories, including Deleted Registrations, Test Registrations, Potential Duplicate...
• All Registrations By Status
  The standard summary report All Registrations By Status shows complete and incomplete registrations grouped by registration status, with two pie chart...
• Completed Registrations by Attendee Type
  The Completed Registrations by Attendee Type summary report groups complete registrations by attendee type using a bar chart, a pie chart, and a repor...
• Financials
  Financials settings for assigning payment processing accounts to events, selecting online payment options, configuring Online Payment Security Options...
• Registration Overview
  Registration Overview is a summary page in the Registration area of Account Settings. The page lists sections for Custom Profile Data, Financial Data,...
• Suppliers (List)
  This Suppliers (List) page lists the suppliers in the current account. It defines suppliers, explains search, add/edit, delete/restore behavior, and t...
• Email (Profile)
  Email (Profile) instructions for sending Email messages using To, Reply To, CC, BCC, Append, Subject, Message, Send as HTML?, Preview, and Send Email ...
• Promo Codes – Quick Guide
  Promo Codes – Quick Guide explains how to set up Promo Codes for use in an event and how to enable the Registration Groups as Promo Codes sub-module.
• Discount Import Wizard
  Discount Import Wizard instructions for importing discounts into an event from a CSV file. Includes steps, required fields, an import workflow, and ex...
• Unmatched Roommates
  Room reservations that are being shared and that have not been matched. See Accommodation > Roommates for the matching process, including Roommates to...
• Import Room Reservations
  Instructions for importing Room Reservations for attendees’ accommodation reservations from Excel or CSV, including pre-requisites, required fields, d...
• Import Accommodation Blocks
  Import accommodation blocks from a CSV file. Prepare an import file and import it via the Accommodation Import Wizard, then set attendee type access o...
• Accommodation Import
  Accommodation Import help page. It describes the Accommodation > Import page and the data types Blocks and Room Reservations that can be imported.
• Create a Website (at account-level)
  Create a Website (at account-level) with Website Details, Web Pages, and Security Settings including User Authentication Required?, SAML Single Sign O...
• User-Defined Column Details (Consolidation Reports)
  How to create user-defined report columns on the User-Defined Column Details (Consolidation Reports) page, including Display the first non-blank from ...
• Choose Report Filters (Consolidation Reports)
  Report Filters enable you to restrict the amount of data returned in a report using Date Filters or Advanced Filters, and view filtered results in the...
• Profiles FAQ - Exporting Profiles
  Profiles FAQ - Exporting Profiles explains how profile records are exported from the Report Results window and how to choose an export or print format...
• Profiles FAQ - Searching Profiles
  Profiles FAQ - Searching Profiles: planners can search for profiles they can access, using Standard Filters, Advanced Filters, and the % wildcard for ...
• Questions (Registration Form)
  The Questions section(s) of a registration form collect answers to custom event questions. Learn prerequisites, how to create up to 10 Questions secti...
• Registration Dashboard
  Registration Dashboard access options, header behavior, buttons, role assignment rules, and charts and tables for Completed Registrations by Attendee ...
• Role Details
  Role Details for Certain roles. The page explains roles, permissions level, user types and roles, users available for this role, and reports available...
• Search For Registrations
  Instructions for searching for Registrations across events and accounts. Learn search criteria fields like search for, Operator, search text with wild...
• Assign Groups
  Instructions for assigning groups on the Assign Groups page, including filtering registrations and selecting a group from Groups > Group List, plus a ...
• Group List
  Guide to creating and managing groups for registration groups in events, including assignment and group details.
• Check-In: Basic Configuration
  Check-In: Basic Configuration explains Certain Check-In Basic page settings, including Temporary Access Code, registration statuses after check-in, ch...
• Supplier Reports
  Supplier Reports page describing how to add and copy supplier reports and listing the Page Details columns such as Format, Report Name, Description (R...
• Sessions Report
  A Sessions Report is a detailed list of all sessions in the event, showing session information set up on Manage > Speakers and Sessions > Sessions, wi...
• Tagging Attendee* Statuses & Sessions - Required for Attendees
  Touchpoint support article titled "Tagging Attendee* Statuses & Sessions - Required for Attendees" showing update timing, helpfulness feedback, relate...
• Speakers and Sessions from Platform to Touchpoint
  Speakers and Sessions from Platform to Touchpoint. The page shows update timing and related articles links, plus a comments section with 0 comments.
• QR Code for App Download
  You can download a QR code embedded with your app's “App Info” URL. The “App Info” URL includes links to iOS app store, Google Play store, and the web...
• Event Templates
  Touchpoint Event Templates explain what settings an event template applies, what does not get applied, and how to apply a template. Includes link to e...
• Contact Exchange
  Contact Exchange is a Touchpoint feature where attendees create virtual business cards and share them by scanning the QR code in the app.
• Exhibitor Feature
  Touchpoint exhibitor settings include Allow Exhibitor Check-Ins, Allow Exhibitor Related Links, Allow Exhibitor Videos, Allow User Comments, and Allow...
• Settings: Custom Statuses
  Settings: Custom Statuses explains how Registration Status tracks a Registration’s progress, how Custom Registration Statuses organize attendees, and ...
• Event Setup: Suppliers
  Use the Plan > Event Setup > Suppliers page to enter a list of Suppliers associated with the Event. Includes SMM (Strategic Meetings Management) Modul...
• Registrations FAQ - Updating a Group of Registrations
  Mass actions enable single actions on a group of registrations or records from the Mass Action drop-down list, including Changing Basic Actions, Chang...
• Registrations FAQ - Locating a Registration
  Registrations FAQ - Locating a Registration: use Event Dashboard (Manage > Registrations), Query Registrations, reports, Badge Report, and Registratio...
• Registrations FAQ - Creating Registrations
  Registrations FAQ - Creating Registrations explains three methods for entering registration information into an event database: manual entry, importin...
• Troubleshooting - Payment Info Saving but not Processing on Complete Registratio...
  Troubleshooting steps for Certain Form payments when Payment Info is saved but complete registrations do not process. Check online payment processing ...
• Troubleshooting - Unable to Change Event's E-Commerce Account
  Troubleshooting steps for changing an event's E-Commerce account in Certain when Plan > Event Setup > Financials does not allow selecting a different ...
• Tips – Chargebacks, Adjustments, Test Payments, and Refunds
  This article presents tips regarding chargebacks, adjustments, payments, and refunds, including rules for payment “Received” status changes, refunds, ...
• E-Commerce Accounts - Errors Received Through Cybersource Payment Attempts
  This article discusses common error messages and issues you may encounter with Cybersource payments, including response errors, security token errors,...
• Administrators - Cybersource Setup Requirements
  Instructions for administrators on Cybersource setup requirements for Cybersource Gateway Account Settings, including Account Settings > Registrations...
• Administrators - Authorize.Net Setup Requirements
  Instructions for administrators on authorize.net gateway account setting requirements, including Authorize.Net API Login ID, Transaction Key, and Auth...
• Administrators - E-Commerce Verification Settings
  Options for configuring E-Commerce verification settings in Certain, including AVS (Address Verification Service) and CSC (Card Security Code) checks ...
• Administrators - Enabling E-Commerce for Payment Processing
  Information for administrators on how e-commerce works within Certain and how to configure online credit card processing including payment gateways li...
• Managing Registrations - Cancellations and Refunds
  This article explains how to set up registration cancellation fees and agenda item cancellation fees, how to cancel these items for a registrant or th...
• Configuring Your Event's Payment Options
  Configure an event's payment options by setting Plan > Event Setup > Financials, selecting an Online Payment Processing e-commerce account, choosing p...
• ACH Refunds
  Explains that ACH payment refunds cannot be processed as a refund *Payment Type* in Certain Platform and instructs users to process the ACH refund wit...
• Partial Payments with Additional Registrations
  This article explains how partial payments affect marking additional registrations as "Complete". It provides OPTION 1 and OPTION 2 guidance for manag...
• Changing the Currency Used in an Event
  This article explains how to change the currency used in an event by changing the payment processor assigned through Plan > Event Setup > Financials >...
• Using Google Analytics to Track Events in Certain
  Certain supports tracking page hits to registration forms and event websites via Google Analytics integration. The attached PDF, “Using Google Analyti...
• Sharing Reports via Tokenized URL
  Certain provides report tokenization to share reports via a tokenized URL so access can be read-only or mass actions can run based on report access se...
• Meeting Requests (Websites)
  Meeting Requests (Websites) help page content describing the Meeting Request List, how HTML Editor content appears above the list, and how to customiz...
• Support or Helpdesk Hours and Contact Information
  Support Hours: 5:00 AM - 6:00 PM PST, Monday - Friday (Business Hours). Tickets can be submitted 24/7. Helpdesk or Support Email Address: help@certain...
• Build and Manage an Event - Step 6
  Step 6: Create Marketing Elements for event registration marketing strategy. Includes links to Registration forms, the Certain Websites feature, and C...
• Uploading an Email Attachment
  The Email Attachment screen enables you to upload a file to attach to an email, including how to enter a file path and how Certain handles duplicate f...
• Speakers Report
  Speakers Report is a detailed list of all speakers assigned to the event, showing information set up in Manage > Speakers and Sessions > Speakers. It ...
• Check-In: Alert Configuration
  Certain Check-In allows configuring VIP alerts when selected attendees check in, including Basic Configuration, Triggers (Organizations, Attendee Type...
• Check-In: Create VIP Alert (wizard)
  Create VIP Alert (wizard) in Certain Check-In by selecting Organizations and/or Attendee Types, then choosing specific attendees and contacts.
• Check-In Insights
  Check-In Insights page describing the Dashboard graphs for check-ins, including Filter options, Check-Ins Over Time, Check-Ins by Attendee Type, and Q...
• EXPORT
  Defines how to set up Mass Actions for report exports and explains two ways to export reports from results windows or automatically via Display Format...
• Pick Report Columns (Profiles)
  Pick Report Columns (Profiles). Configure report column data fields and their order, set Sort Order, and customize report column headers using Customi...
• Select Report Subtotals
  This help page explains how subtotals display on printable report formats like Acrobat® PDF and Printable HTML. It covers showing sums, maximums, mini...
• Display Options (Supplier Reports)
  Here you define a Supplier Report's display and print settings, including Display Format, Report Format, Data Format, and Print Settings options such ...
• Email (Attendee)
  Email (Attendee) instructions for sending an email to a selected registrant, including Select Email Template, Email Message fields, Previewing the Ema...
• Scheduling and Publishing Sessions
  Sessions can have multiple statuses during the Event lifecycle. Learn how to schedule sessions using the Scheduler and how to use Mass Actions to chan...
• Session Tracks - Uses and Workflow
  Session Tracks group sessions by theme or topic. The article explains how Attendees filter sessions and how Reviewers are assigned to multiple Tracks.
• Speaker Portal Access: Submit a Proposal & Sign In
  Speaker Portal Access: Submit a Proposal & Sign In explains how proposal submission creates a Speaker profile and a Submitted session, and how Login S...
• Catalog - Designing the Registrant Login Session Experience
  The Login area of the Session and Speaker Catalogs allows you to set design and options displayed, including Log In Screen, Sign-Up Form page link, an...
• TouchPoint - Web Home Layout Webinar
  TouchPoint - Web Home Layout Webinar. Video duration: 29:54. Includes related articles and a comments section.
• Touchpoint - Attendee Engagement
  Watch a webinar recording on the Certain Mobile App - Touchpoint covering Engagement Topics including Activity feed, Badge Game, Live Polling and Surv...
• Touchpoint Stream Webinar
  Touchpoint Stream allows you to host interactive virtual and hybrid events, and bring your event experience, content and data into one flexible and ea...
• Touchpoint Dashboard Training - June 2021
  Touchpoint Dashboard Training - June 2021 includes an agenda with App and Event (Gathering) Settings, App submission process, and Layout and Features.
• Touchpoint Video Onboarding Guide
  Touchpoint Video Onboarding Guide in Touchpoint Library. Short walkthroughs for app container setup, event setup, features, advanced learning, and sup...
• Touchpoint - Getting Started!
  Touchpoint - Getting Started! includes Touchpoint Training modules: Getting Started, Organization Homepage, Manage Icon-Store Details & App Settings, ...
• Touchpoint User Dashboard Training
  Touchpoint User Dashboard Training article with updated metadata and an embedded training video (49:19).
• What Flows Over from Platform to Touchpoint
  Support Center article: “What Flows Over from Platform to Touchpoint” with updated timestamp, helpful feedback, request link, related articles list, a...
• Editing Your New Touchpoint Event
  Editing Your New Touchpoint Event in Certain Touchpoint Support, including section article links, related articles list, and comments information.
• Prepare to Publish - Required Items for App Submission
  Prepare to Publish - Required Items for App Submission for Certain Touchpoint app store submissions with Apple iTunes info and Android Google Play inf...
• Editing Your New Touchpoint App Settings
  Support Center article page titled “Editing Your New Touchpoint App Settings” with an updated timestamp and a “Was this article helpful?” section.
• Marketing Ideas
  Marketing Ideas article about building a great event app with Touchpoint and marketing your app, including app store access, email announcements, prin...
• Process Timeline
  Best Practice Process for Client Success Event App Timeline/Checklist with sections for Strategic Planning, Configuration, Deployment, and Analytics.
• Launch Image
  Launch Image appears briefly when the app starts and after app re-boot. Upload a custom Launch Image sized 2048x2048 and set Background Color around L...
• Phone Homescreen Layout
  Phone Homescreen Layout documentation that explains the home screen designer and its panel widgets, including Universal Panel Settings and per-panel s...
• Features & Menu
  Touchpoint Support Center article describing Side Slide Out Navigation, choosing app features, reordering navigation buttons, and selecting additional...
• Activity Feed
  Attendees can post photos or discussion posts to the activity feed. Learn Activity Feed Feature Settings, Activity Feed Home Screen Panel Settings, an...
• Global Search improvements in Certain 8.0
  Certain 8.0 global search improvements add multiple Filters and add new Registration and Event Results columns, including Event Name and Event Start D...
• Event Intelligence - Key Metrics
  Event Intelligence - Key Metrics explains the Key Metrics dashboard sections, including Selected Events/Registration Goal indicator, Registrations, At...
• Email Analytics: Email Statuses and What They Mean
  Email Analytics article explaining email status events for SendGrid (Certain's 3rd Party Email Provider): Delivered, Bounce, Blocked, and Deferred.
• How to edit the default error message in the event
  How to edit the default error message in the event. Learn where default error messages are found on Plan > Form and review each customizable error mes...
• How to add an Event
  How to add an Event. Only Administrators and Event builders are allowed to create an event in an account. Includes steps and an Event Code directory w...
• New Report Updates in 8.0
  Certain 8.0 improvements to the Event Reports area, including Report List search, Report Type descriptions and examples, grouped Available Data Fields...
• Pay.gov - Response 4054
  Pay.gov Response 4054 is a data validation error. The response can mean the provided account number is invalid or unacceptable based on Pay.gov rules.
• Mass Action Report Error
  Mass Action Report Error help page. Includes the error message “The mass action is currently being run in another active request”, the cause, and the ...
• Custom Display Fields
  Custom Display Fields are located under Account Settings > Management > Display Fields, where administrators create display fields that appear in Plan...
• Incomplete Registrants And Cancellation Fees
  Cancellation fees are not assigned if a Registration is incomplete. The article explains how to check the Registrant Profile *Complete* property and r...
• Partial Refunds
  Partial Refunds instructions, including when a partial refund is necessary and the steps to process a refund back to a credit card.
• Deactivating a User From An Account
  If you are an Administrator User, you can add and deactivate Users from your Certain Account by changing a User status to "Inactive."
• Integration Settings Needed for Stripe Payment Processor
  This article explains Stripe Email on "Unsafe Processing" and how to edit Stripe integration settings to enable "Process payments unsafely" for Certai...
• Using Agenda Items and Logic Rules to Apply Discounts
  Learn how to use an agenda item and logic rules to apply discounts to registrations based on attendee type, question answers, or email address domain.
• Add a favicon to your Event
  Learn what a favicon is and follow the step by step instructions to upload a favicon for a Certain Event, select it in Custom HTML Shell, copy Relativ...
• Removing Access to a Sub-Account
  Certain Platform has no option to delete Sub-Accounts. The article explains how to remove access to a specific Sub-Account for all Users by unchecking...
• Adding/Removing Full Credit Card Information Access for a User
  Procedure for adding/removing full credit card information access for a User, including PCI compliance requirements like session timeout of 15 minutes...
• Sending Confirmation Emails When Allowing Partial Payments on a Form
  Instructions for sending confirmation emails to registrants with partial payments in a Certain form by creating a Partial Payment Confirmation Email t...
• Mass Download of Profile Images using a Report
  Certain provides an option use reporting for mass download of profile image files captured in registration records. Steps cover creating a Registratio...
• Creating User Accounts
  Creating User Accounts instructions for managing Certain Users in Account Settings > Administration > User Information, including User Type, Active, v...
• Reports: How to create a Registration Changes Report
  A Changes Report compares a current Report’s data to the same Report’s data from an earlier date and time. It lists Additions, Deletions, and Changes,...
• API Fetch FAQs
  API Fetch FAQs for Certain. Includes definitions for Certain API Fetch, access requirements for System master and Administrator user types, and exampl...
• Signal Connector Integration with Advanced Webhooks Guide
  Guide to using Certain Signal Connector with Advanced Webhooks, including nested JSON and the standard 'Webhooks' integration module.
• Troubleshooting On Site
  Touchpoint Support Center article: Troubleshooting On Site. Includes issues checklist and steps for adding information to the Dashboard, managing atte...
• Bulk Uploading Content
  Bulk upload content into Touchpoint using Microsoft Excel spreadsheet templates and the Event Dashboard import flow, including separate spreadsheets a...
• Recurring Classes - What you need to know...
  Recurring classes in Certain depend on Conference Sessions being enabled. The article covers recurrence configuration, delayed creation of instances, ...
• What to do when registrants do not receive emails - SPF/DKIM/DMARC Failure
  Steps for troubleshooting registrants not receiving Certain emails, including History Record checks and SPF/DKIM/DMARC failure handling for FROM addre...
• Changing Contact Information on the Event Registration Confirmation Email
  Certain Platform provides 3 options for changing the “From” email address on the Confirmation Email. Steps include Email “FROM” global setting, changi...
• Speakers Query
  Touchpoint Speakers Query API usage documentation. It includes Speakers Query arguments, CURL Request examples, and SpeakerParams fields, plus Providi...
• deleteSpeaker
  Touchpoint API Usage GraphQL Mutation for deleteSpeaker with arguments gatheringId and id, including a CURL request and a GraphQL response example.
• Attendees Query
  Attendees Query documentation for the Touchpoint API includes Arguments (gatheringId, filters), CURL Request, Nested Relationships, and attendee Attri...
• Registration Confirmations
  Use this page to create a custom, personalized registration confirmation for the event. Configure Confirmation Text fields, Cancellation Policy/Refund...
• Merchandise (Agenda Items)
  Merchandise (Agenda Items) help content that explains Merchandise items, the Item List, Custom Merchandise Types, and Merchandise Groups & Classificat...
• Reviewers
  Instructions for adding, editing, viewing, importing, exporting, and mass-assigning reviewers in Speaker and Session Management, including Reviewer Li...
• Speakers (in Speaker and Session Management)
  This page explains how to add, edit, and view speakers in Speaker and Session Management, including Speaker List filters, Speaker Types, and importing...
• Checkin Query
  GraphQL check_ins query documentation with arguments for gathering and attributes including checked_in_at and checked_out_at, plus a CURL request exam...
• VIP Exhibitor Portal
  The VIP Exhibitor Portal is the quickest and easiest way for exhibitors to view and edit their profile and lead scanning information. It covers VIP Po...
• Refunds FAQ - How to Process Refunds
  Refunds FAQ about SCAR steps for fee-based event cancellations and credit card refunds, including the requirement for a negative Balance Due before ap...
• Accommodations (Attendee Form)
  Instructions for configuring Accommodations (Attendee Form) in Certain, including Accommodations Entry, dates, list setup, payment guarantees, room/ro...
• Promo Codes (Attendee Form)
  Details how to configure a Promo Codes (Attendee Form) section, including Registration Groups as Promo Codes, placement in the Online Form Sequence, S...
• Choosing a Session Layout
  Before you can add any sessions to an event, you need to configure the Session Layout. This page explains two ways to set it up and compares Standard ...
• Consolidation Reports
  This page lists the consolidation reports defined for the current account and pre-built system summary reports, including how to add reports, copy rep...
• Reports FAQ - Printing and Exporting Reports
  Reports can be delivered in several formats, including Formatted HTML, Printable HTML, Acrobat® PDF, Printable Excel®, Excel® Spreadsheet, Comma-Delim...
• Payment Options (Registration Form)
  Instructions for configuring Payment Options (Registration Form) for a registration form Payment page, including Available Payment Methods, Online Pay...
• Create a New Form
  Create a New Form in Certain. Learn registration form sections, setup information, page layout, page titles, global display settings, and required fie...
• Notification Setup
  Notification Setup explains how to configure email notifications based on capacity or inventory thresholds for attendee types, agenda items, events, r...
• Setup Dashboard
  Setup Dashboard instructions for Event Dashboard planning, including standard modules like Attendee Types and Statuses, Registration Questions, Agenda...
• Job Functions (at account-level)
  Add and edit Job Functions for Speaker and Session Management at account-level. Includes steps to Add, Import Job functions (CSV), manage the Job func...
• PrintNode Badge Printer Setup Guide
  Complete walkthrough for connecting an onsite badge printer to Greet, using dedicated PrintNode credentials, installing the PrintNode client, adding t...
• How to Configure Settings in Greet
  How to Configure Settings in Greet. Learn how to set Access, Attendee Statuses, Check-in Workflow, Notifications, Kiosk Branding, QR Code, Synced Ques...
• How to Use Kiosk Mode in Greet
  Learn how to use Kiosk Mode in Greet for Event Check-In and Session Check-In with Exit PIN, printer selection, templates, QR scan, and offline cached ...
• Running a Manual Data Sync in Greet
  Instructions for running a manual data sync in Greet, including Sync Frequency, Sync Now on Attendees/Sessions/Session Registrations, Freeze Inbound S...
• Using Event Reports in Greet
  Using Event Reports in Greet explains the Reports section, the Stat Tiles, the Overview, Attendees, and Sessions tabs, and exporting to CSV or Excel.
• Setting Up Badges for an Event in Greet
  Guide for setting up the Badge Setup page in Greet by connecting badge templates to attendee types, customizing assignments, using multiple templates,...
• Using Greet Check-In
  Guide for event staff on using Greet Check-In, including navigation of the Check-In section, choosing between Camera Scan and Manual Entry, and handli...
• Managing Sessions in Greet
  Instructions for the Sessions page in Greet, including searching, Sync from Integration, creating sessions, per-row actions, and troubleshooting.
• How to Create a Badge Template
  Instructions for creating a Badge Template, including Configure Badge Dimensions, Select a Layout Mode, and Customize the Badge Design in Greet.
• How to Add or Edit a User in Greet
  Instructions for user management in Greet. Learn how to access User Management, add a user, edit user information, and deactivate or reactivate a user...
• How to Connect Greet to Certain Event Management
  Learn how the Certain integration connects Greet to a Certain sub-account, including prerequisites, how to access Integrations, create a new integrati...
• Understanding Greet's Configuration and Administration Settings
  Greet account-level settings control integrations, branding, fonts, and reusable event configurations. The page covers Access Account-level Settings, ...
• Getting Started with Greet
  This guide provides an overview of Greet and its integration with Certain platform for event check-in, badge printing, and attendee management.
• How to Configure Event Registration Tags and Questions
  Learn how the Greet tag controls event and registration question responses synced from Certain to Greet. Apply the greet tag in account, event, and re...
• Financials (Attendee)
  Financials (Attendee) explains financial transactions, payments, refunds, general ledger account codes, current activity actions, transaction history ...
• Accommodations (Attendee)
  The Accommodations page under Registrations enables you to manage room reservations for attendees, including Rooms Requested, Room Reservations, Room ...
• Session Information, Attendee (in Speaker and Session Management)
  Session Information, Attendee (in Speaker and Session Management) explains Background, Prerequisites, Session Information icons and Status rules, Add ...
• Custom Question Information (Attendee Answers)
  This page displays the answers an attendee gave to the custom questions on the registration form. It explains viewing and editing attendee answers and...
• Custom HTML Section Details (Registration Form)
  How to add and edit Custom HTML sections in the Certain registration form workflow, including Custom HTML Header fields, Custom HTML Section fields, a...
• Travel Configuration
  Travel Configuration page content describing Travel Packages sub-module settings including Transfer Time, optional Statuses, Transportation Types, and...
• Packages
  Packages is a Certain feature that groups Agenda Items into a logic rule component for registrant quantity checks, including reporting via “Registrati...
• Display
  Display refers to the look and feel of your event forms, websites and emails. The article lists Assets, Navigation Bar, Primary Display, and Extended ...
• Speaker Catalog Designer
  How to set up a Speaker Catalog in an event that has Speaker and Session Management and its Conference Sessions sub-module enabled.
• Conference Catalogs
  Conference Catalogs page instructions for using Certain Platform Catalog List, syncing Sessions and Speakers, and adding new Session or Speaker Catalo...
• Review Sessions (Reviewer Portal)
  Configure the Reviewer Portal page for reviewers to review assigned sessions. Session Details controls read-only fields from Speaker Portal, and Revie...
• Pages (Reviewer Portal)
  How to choose pages included in the Reviewer Portal, customize titles and icons, edit pages, add new pages, and preview the site.
• Branding & Footer (Reviewer Portal)
  Define branding for the Reviewer Portal, including the logo and how it is displayed. This article covers Site Header options and link behavior for the...
• Reviewer Layout (Reviewer Portal)
  Configure the personalized My Information page a reviewer sees in the Reviewer Portal. Control reviewer edit access with the Read Only switch on Revie...
• Session Catalog Designer
  How to set up a Session Catalog in an event that has Speaker and Session Management and its Conference Sessions sub-module enabled.
• Login (Reviewer Portal)
  Configure the Login page the reviewer sees in the Reviewer Portal. Set Background Graphic, Login Fields, and Sign-In Setup including Single Sign-On (S...
• Site Layout (Reviewer Portal)
  Instructions for Site Layout (Reviewer Portal) including Choose Palette and Choose a NavBar Position, with links to Reviewer Portal, Speaker Portal, a...
• Settings (Reviewer Portal)
  Settings (Reviewer Portal) page for editing general settings for the event's Reviewer Portal. Includes Name, Google Analytics Tracking ID, Web URL, Lo...
• Reviewer Portal
  Reviewer Portal help content describing Background requirements, Navigation Links, and See also links for configuring the Reviewer Portal for an event...
• Tier: Add/Edit
  Certain Tier: Add/Edit instructions for Add Tier or Edit Tier, including Tier Name, Due Date, Privileges, Emails, and Recommendations.
• Tiers
  Instruction content for creating up to five review tiers. The page covers tier setup columns, actions for editing or deleting tiers, a drag-to-reorder...
• Reviewer: Add, Edit, or View
  Instructions for adding, editing, or viewing a reviewer, including Read or Edit mode and reviewer information fields such as Personal Information, Con...
• Sessions (Manage Reviews)
  Sessions (Manage Reviews) help for Speakers and Sessions Reviewer Portal workflows. Includes Hints, Buttons, Submitted Session List, Under Review Sess...
• Session Reviews
  Session Reviews is a dashboard page that summarizes the current status of reviews, including a Funnel Chart and Tier Detailed table with statuses like...
• Submit Abstract (Speaker Portal)
  Configure the Speaker Portal page to collect Submitter, Speaker Details, Session Details, Additional Speakers, and Conditional Logic for submitter and...
• Conditional Logic (in Speaker Portal)
  Learn how to add Conditional Logic (in Speaker Portal) by specifying one or more rules and the fields displayed when conditions are met.
• My Session Details (Speaker Portal)
  This page configures the personalized My Sessions page in the Speaker Portal for speakers. It uses the Speakers and Sessions Setup Session Layout and ...
• Event Promo Code Import Wizard
  Event Promo Code Import Wizard instructions for importing promo codes into an event using a CSV file. Includes steps A: Prepare an Import File and B: ...
• Payments and Refunds Summary – Including Sub-Accounts
  A summary of all payments and refunds for all events in the current account and its sub-accounts, grouped by payment type and date processed.
• Profiles FAQ - Inviting or Registering Profiles
  Procedure for inviting or registering profiles for an event, including steps to use Menu, Profiles, Search Profiles, Contact Filters, Report Results, ...
• Build and Manage an Event - Step 4
  Certain Help Center article: Step 4: Add Options. It lists optional functional areas such as Agenda, Accommodation, Payments, Logic, Additional Regist...
• Using Event Templates
  Event Templates help planners create new events by reusing template features such as look and feel, event setup, forms, and logic rules. Includes grid...
• Event Details (or "Add Event")
  Certain event setup documentation for the Event Details (or "Add Event") page. It explains event name, event code, status, time zone, webinar options,...
• Reports FAQ - Working with the Report Results Window
  The Reports FAQ explains the Report Results window, the Action Bar, record selection, sorting, row controls, and export and filter options, including ...
• Report Subtotals
  Display Subtotals in reports. Subtotals can be shown on Adobe PDF, Printable Excel, and Printable HTML. Options include total number of records per gr...
• Select Report Subtotals (Profiles)
  Subtotals can be displayed on printable report formats: Adobe PDF and Printable HTML. Subtotals can show sum, maximum, minimum, or average, plus recor...
• Reports FAQ - Report Results Window
  Learn how the Reports FAQ - Report Results Window presents records and how the Action Bar and Row Controls work, including actions, export formats, fi...
• Wi-Fi Requirements
  Wi-Fi requirements for Touchpoint events, including bandwidth expectations for app downloads, presentation downloads, and live polling access points.
• Sponsorship Opportunities
  Touchpoint Support Center page listing Mobile App Sponsorship Opportunities, including Rotating Home Page Images, Session Banner Ads, Sponsored News S...
• Bulk Uploading Translated Content
  Touchpoint bulk upload steps for translated content using an exported Excel workbook and field mappings so translated fields import back into Touchpoi...
• Meetings
  Touchpoint Meetings feature instructions for planned meetings and attendee meetings, plus Meeting Management console steps and bulk upload via spreads...
• In-App Links
  Instructions for linking within your Touchpoint app using deep links, constructing In-App URLs from Touchpoint Content Management System CMS URLs, and...
• Custom Fields
  Custom fields allow you to add additional information to Attendees and Exhibitor Leads. The page lists Custom Field Types and Read/Write Settings, plu...
• How to Configure Printer Settings in Greet
  Learn how to configure Printer Settings in Greet for badge and label printers, including connection methods, PrintNode printers, double-sided badges, ...
• Certain Check-In iOS Quickstart Guide
  Certain Check-In iOS Quickstart Guide steps: launch the iOS app, enter your domain, log in, select your event, check in attendees, scan badges, manage...
• Certain Check-In Hardware Guide
  Devices and Printer Recommendations for using Certain Check-In, including AirPrint certified printers for Apple iOS, USB printing for Windows 10/11, a...
• Managing Attendees in Greet
  Learn how to manage attendees in Greet, including the Attendees Table, finding attendees, importing and editing attendee records, checking in, and pri...
• Adding percentage based discounts to your Event
  Learn the Discount Methods for applying percentage based discounts to a registration, including Promo Codes and logic rules, and set % based Discounts...
• Content Display
  The Content Display section (Plan > Event Setup > Content Display) covers Display Fields, Content Blocks, and Display Rules for Event Forms, Websites,...
• Improved Asset Management
  Learn how to manage Event Assets and Account Assets using Plan > Configure > Display > Assets, including upload, settings, and image placement on Even...
• Missing Potential Duplicates under Registrations To Review
  When an Event has more than 5,000 Registrations, Registrations do not appear under Registrations to Review - Potential Duplicates. Search for potentia...
• Upload Embedded Google Map to Forms
  Learn how to embed a Google Map into your form by opening Google Maps, using Share, copying the Embed a map HTML, and pasting it into the form.
• How to Remove a Blank Page Generated by Logic
  Learn how to remove a blank page generated by logic by adding JavaScript to a Certain Form using a Custom HTML Section and logic rules.
• System Timestamps
  System Timestamps explains that certain Certain Platform administration date-time stamps use Pacific Standard Time (PST), while Event Setup > Details ...
• Session Speaker Integration - Touchpoint
  Instructions for integrating Session Speakers with Touchpoint in Certain Platform. Sections cover Sessions with Instances and Sessions without Instanc...
• Registrations FAQ - Modifying Registration Details
  Instructions for modifying registration details using the left navigation links on the Registrations overview page, including Overview, Profile, Quest...
• Agenda
  This Certain support article explains agenda categories for attendees, including Scheduled Items, Fees, Merchandise, and Other, and covers Organize Ag...
• How to Import Accommodation Details
  This article outlines the steps to import and update accommodation details for registrations, including Plan > Accommodation > Import, Room Reservatio...
• How to Update Event Template Thumbnails
  This guide explains how to upload an image displayed as a "preview" of the template on the Events > Templates page. The recommended image size is 200 ...
• Inline Additional Registrations
  Summer Release #3 (Certain 8.3.8) introduces Inline Additional Registrations. The article explains inline attendee fields, grid layout, Section Header...
• Forms FAQ - Setting Up the Agenda Section
  The Agenda section enables attendees to filter agenda items using date, track, location, group, and keyword. Define field labels and control Rows Per ...
• Custom HTML (Registration Form)
  Customizing a registration form using Custom HTML sections. The article explains limits, how to add Custom HTML sections, and actions such as edit, de...
• Logic Rules (Attendee Form)
  Guide to Logic Rules for attendee/registration forms. Includes Conditions, Operators, Actions, and Package Logic. Explains how form logic controls dis...
• Agenda Section Details (Registration Form)
  Learn how to configure an Agenda Section in a registration form, including Agenda Section Header, Agenda Section fields, Fields to Display, Selection ...
• Administrators - PayPal Setup Requirements
  Administrators - PayPal Setup Requirements instructions for configuring a PayPal account within Certain. Includes PayPal Gateway Account Settings fiel...
• Invoices
  Instructions for Certain invoice templates and invoice generation workflows, including Event and Account level setup and automatic invoices with confi...
• General FAQ - Setting Up Websites
  A Website conveys event information to the public or attendee groups. This FAQ explains website use, website page structure, and default standard page...
• General FAQ - Setting UP Online Forms
  General FAQ content about setting up online registration forms, including Primary Form behavior and form sections such as Entry, Registrant Details, A...
• Reports FAQ - Report Subtotals
  Learn how Subtotals display on Adobe PDF, Printable Excel, and Printable HTML formats, including record counts per group and Sum/Maximum/Minimum/Avera...
• Build and Manage an Event - Step 5
  Step 5: Customize Look and Feel in Certain. Configure event look-and-feel using event templates, Settings > Display (basic display), or advanced displ...
• How to Import Attendees in Greet
  How to import attendees in Greet using a CSV file, including before-you-import checks, the import modal steps, the required CSV columns, and how to fi...
• How to Create a Giveaway for Event Attendees in Greet
  Learn how the Giveaways feature in Greet ties prize drawings to event check-in. Create giveaways, add prizes, open for entries, draw winners, manage w...
• Managing Check-In Badge Printing Quality on Windows Devices
  Instructions for managing Check-In badge printing quality on Windows devices, including Printing Differences and Positioning steps for Display Setting...
• Certain Badge Printers
  Guidance for selecting on-site badge printers for iOS, Android, and Network Issues, including AirPrint-certified printers and WiFi AP Isolation settin...
• Adding a Form URL in the QR Code
  The purpose of adding a form URL in a QR Code is to automatically direct the registrant to a specific form after scanning their QR code.
• Printing Badges on Avery Templates Not Available in the Certain Badge Layout Edi...
  Learn how to print badges on Avery templates not available in the Certain Badge Layout Editor using Avery’s online tool, including the upload steps fo...
• Badges Guide
  Guide to configuring and generating badges in Certain, describing the Badges V2 module. Includes steps for enabling Badges V2, configuring barcodes, d...
• Adding Speakers to Sessions vs. Session Instances
  Learn how Speakers created under Master Sessions are assigned to session instances, and how to add a Master Speaker versus an Instance Speaker, includ...
• Single or Multiple Session Review Tiers
  Certain provides the ability to create up to 5 tiers for review. The article explains setup steps for tier reviews, privileges, email templates, and r...
• Extracting all attendees' information
  Create an account level report to extract attendee agenda and session information, then run it for each event and export it as an Excel File.
• How to Delete Images and Files in an Event or an Account
  Learn how to manually delete image and file assets in an event or account by navigating to the Assets sections and selecting Delete, then confirming w...
• Account Structure and Sub-Account Management
  Learn how to manage Account Settings > Administration > Sub-Accounts, including how Sub-Accounts are structured and how User Accounts select Sub-Accou...
• Primary Display Setup
  Display refers to the look and feel of an Event's Forms, Websites and Emails. The Primary Display page configures colors and fonts under Plan > Displa...
• API Fetch walkthrough
  API Fetch walkthrough describing Certain API Fetch and steps for adding a data source, setting response schema, assigning inbound flow, and scheduling...
• Adding Speakers on Sessions and Instances
  Speakers created under master sessions are automatically assigned to session instances, while specific instance assignment uses the Speaker field insi...
• Speaker and Session Management User Guide
  Guide for setting up Speaker and Session Management in Certain, including Conference Sessions features like Speaker Portal, Reviewer Portal, review wo...
• Managing a Live Poll from the VIP Portal
  Instructions for managing a Live Poll from the VIP Portal, including logging into the VIP Portal, opening the moderator console, displaying questions,...
• Troubleshooting Data Fields in Emails
  Troubleshooting Data Fields in Emails explains why dynamic data fields (DDFs) do not show correctly and how to check if the recipient was marked as a ...
• Web Integration Links
  Integration Links customize the attendee experience by inserting dynamic data fields into email messages and the confirmation page of a Form. Learn ho...
• On Hold Status in Scheduled Emails
  Learn how Scheduled Emails enter an On Hold Status when copying an Event based on Event Start or End Dates, how to change status back to Queued, and h...
• Basic Template
  Instructions for creating and editing the Basic Template, including the workflow for adding the Basic Template and how to edit Display Fields like eve...
• Adding Questions to a Form
  This page explains how to add Custom Profile questions and Custom Registration Questions to an event registration form using Registrant Details, Quest...
• createSpeaker
  Touchpoint API Usage: createSpeaker GraphQL mutation for creating a speaker with arguments gatheringId and speaker (SpeakerParams), plus photoUrl or p...
• Meetings Query
  Touchpoint Meetings Query describes Standard and Competitive meetings, then lists gatheringId (Int!), name (String!), and startsAt (Datetime!) with a ...
• updateAttendee
  Touchpoint API GraphQL updateAttendee mutation with arguments gatheringId, id, and attendee (AttendeeParams), plus CURL request and response fields.
• createAttendee
  GraphQL createAttendee mutation details for Touchpoint attendees. Includes AttendeeParams fields, photoUrl/photo uploads, relationship fields, and cur...
• Exhibitors Query
  GraphQL Exhibitors Query for Touchpoint API. Includes arguments (gatheringId, filters with createdAfter/createdBefore/updatedAfter/updatedBefore) and ...
• Recommended Dimensions for Extended Display > Main Image Field
  Instructions for the "Main Image" field in Plan > Configure > Display > Extended Display, including form width and height behavior and steps to upload...
• Fees & Discounts (Agenda Items)
  Fees & Discounts (Agenda Items) page explains how Fees, discounts, taxes, and surcharges adjust attendee amounts. It also covers promo codes and custo...
• Scheduled (Agenda Items)
  Scheduled items are the time- and location-based parts of your event. The page covers Item List and Calendar Grid views, Custom Scheduled Types, and G...
• Supported Devices
  Supported Devices information for running the Event App. Android devices need to be on one of the last 3 major releases. iOS devices need to be on one...
• Meeting Invites
  Meeting Invites help article explains how attendees send meeting invites, how attendees accept, and how accepted or maybe responses make meetings appe...
• Getting Started with Express
  Getting Started with Express: a quick tour of Certain Express and the four areas Accounts, Events, Profiles, and Brand Kit. Learn where each feature l...
• Additional Registrations (Attendee Form)
  The Additional Registrations section enables primary registration and additional registrations on a single order form, including form setup, transfer ...
• Create a Registration
  Create a Registration page help content covering attendee Contact Information and Registration Information, including Attendee Type and Status, fee ru...
• Session Layout (in Speaker and Session Management)
  Session Layout (in Speaker and Session Management) describes Configure the layout of the Sessions page, the Simple Sessions layout, and the Conference...
• Session: Add or Edit (in Speaker and Session Management)
  On this page you add and edit sessions in Speaker and Session Management. What you see depends on the Session Layout selected: Standard/Simple Session...
• Badges (in Badges V2)
  Instructions for configuring and printing attendee badges using Badges V2, including badge layout setup, fields, template selection, barcode/Logo/Pic ...
• Travel Information (Event Setup)
  Travel Information (Event Setup) explains how Event Setup shows the Travel page when the Travel Module is activated, and how to configure Custom Trave...
• Reports FAQ - Report Setup (Event Reports)
  Use the Report Setup page to create or edit custom reports for an event. Includes Report Name, Visibility, Report Tokenization, Report Type, Changes R...
• Add or Edit a Conference Session (in Speaker and Session Management)
  Add or Edit a Conference Session (in Speaker and Session Management) in Certain Speaker and Session Management. Includes Session Details fields, Top-R...
• Registration History (Attendee)
  Certain tracks attendee registration changes in the History area. The page explains Registration Header, Registration History fields, Details for row ...
• Create Gathering
  Create Gathering GraphQL mutation with CURL request and GraphQL response for createGathering, including GatheringParams fields: name, startsOn, endsOn...
• Assets
  Manage assets such as images, scripts, style sheets and other miscellaneous files for use in your event under Event Assets. Copy file paths for event ...
• Session Display Options (Registration Form)
  Session Display Options (Registration Form) help text describing Search & Filters, Filter Details, Button Labels, Display Formats, My Sessions, Verify...
• Account Usage
  Account Usage page administrators generate activity reports for events, Billable Registrations, imports, Test Registrations, and Meeting Requests, and...
• Extended Display
  Extended Display settings explain Display options for event forms, websites, and emails, including Images and Attributes, HTML Body and Table Attribut...
• Primary Display
  Primary Display defines the look and feel of event forms, websites, and emails by configuring display behavior, colors, fonts, header/footer, and sear...
• Event Display Fields
  Use this page to add and edit custom Event Display Fields for configuring event display in Primary Display and Extended Display, available as Dynamic ...
• Email Templates
  Certain platform support article describing Email Templates for events, including Registration, Speakers, Reviewer, and Session Reminder templates and...
• Import (Travel)
  Import (Travel) enables importing various types of travel data from CSV files through the Travel Import Wizard. Flight, Flight Inventory, and attendee...
• Questions
  Certain "Questions" page creates custom questions for registration forms, Certain Check-In, and more. It includes steps for Select Question Type, Deta...
• Travel Packages (Flights) Guide
  Guide to Flights and Flight Packages in Certain. Includes Travel > Configuration, flights and Flight Packages setup, assigning flights to attendees, i...
• Fees - Expiration and changing amounts
  Fees can be added to Agenda Items, Attendee Types, and Sessions. The article explains how fee expiration works and how changing fee amounts affects re...
• Itinerary Settings
  Instructions for configuring the Itinerary PDF appearance and content in Certain's Event platform.
• Agenda Bulk Upload
  How to bulk upload Agenda Sessions in Touchpoint using the Agenda Bulk Upload Template Spreadsheet, including required spreadsheet columns, field mapp...
• Supported Encryption Cipher Suite Changes
  Supported Encryption Cipher Suite Changes notice from Certain. It states that on June 30, 2022 Certain will strengthen encryption techniques for Certa...
• Data Extraction Guide
  Step-by-step guide to extract historic profile, registration, and event data for Certain account archive needs using custom reports and Certain Applic...
• The Ultimate Guide to Event Buying Signals
  A guide for event marketers on using engagement data and AI to identify event buying signals, measure performance across the funnel, and turn insights...
• Power Template - How to use the Excel File Sections
  Instructions for using “Power Template (Excel File Sections)” to configure event website and form content, including Banner, Agenda, Speaker, Sponsor,...
• The Event Signal Playbook · Part 2
  A guide for event programs to capture, orchestrate, score, and route behavioral buying signals in real time across a portfolio. Focus: orchestration a...
• The Event Signal Playbook
  A playbook for revenue-minded event teams on turning registration, check-in, and badge intent into pipeline using seven AI-driven plays and measurable...
• Ultimate Guide to Event Success
  A guide to event planning success covering strategy, logistics, budgeting, data orchestration, data integrations, event intelligence & AI, measurement...
• Connect with our Awesome Sales Team
  Sales contact form and department contact details for Certain.
• Ultimate Guide to Event Data Orchestration
  A guide about transforming and integrating event data through orchestration, event intelligence, and AI to improve planning, attendee experiences, and...
• 20 Event Formats Proven to Drive Engagement and Attendee Interaction
  20 proven event formats to drive engagement and attendee interaction.
• AI-Powered Post-Event Follow-Ups: A Game-Changer for Event Marketers
  Explains how AI-powered follow-ups improve engagement and ROI after events.
• 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.
• 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.
• 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.
• 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.
• Creating High-Impact Attendee Experiences with AI
  Creating High-Impact Attendee Experiences with AI by Zara Arsala (June 13, 2025). The article explains AI-powered personalization and Session Advisor ...
• From Engagement to Revenue: Activating Event Buying Signals
  Article about activating event buying signals to drive pipeline, focusing on event attendee behavior, buyer intent, and operationalizing event data fo...
• Events Create Moments. Signals Turn Them Into Revenue.
  Events Create Moments. Signals Turn Them Into Revenue. explains signal density, turning event interactions into buying signals for revenue. August 20,...
• Beyond Badge Scans: How Smart Sales Teams Extract Real Value from Events
  Beyond Badge Scans: How Smart Sales Teams Extract Real Value from Events explains signal classification, real-time intelligence capture, and actionabl...
• Architecting Events for ROI: The Fastest Path to Buyers
  Architecting Events for ROI: The Fastest Path to Buyers explains how owning the event cycle and data creates attendee buying signals and sales pipelin...
• Dreamforce 2025 Decoded: Turn Your Next Event into a Revenue Engine
  Dreamforce 2025 Decoded explains seven event-marketing principles, from anchoring a strong theme to deploying AI and measuring business impact.
• The Three-Pillar Framework for Turning Event Data Into Revenue Intelligence
  A framework for Event Intelligence that turns event data into revenue intelligence using three pillars: capture buying signals, deliver signals in rea...
• Deep Dive into Event Intelligence: Capturing Event Buying Signals
  Deep Dive into Event Intelligence: Capturing Event Buying Signals. The article explains buying signals, separates real signals from noise, and discuss...
• Real-Time Signal Delivery: When Speed Meets Context, Revenue Teams Win
  A discussion of real-time signal delivery in Event Intelligence for revenue teams, including definitions, batch vs streaming architecture, buying comm...
• Introducing Event Advisor: How AI Is Transforming Event Personalization
  Event Advisor is an AI-powered recommendation application for events. It delivers personalized recommendations for attendees and helps event organizer...
• Orchestrate at Scale: Events Become Your #1 Growth Channel With Seamless Data Ex...
  Orchestration at scale routes event buying signals to marketing, sales, and customer success with contextual delivery tied to actions, completing the ...
• Stop Asking Boring Event Questions
  Meet Certain’s AI Question Generator for event planners and marketers. Generate practical questions about attendee priorities, decision timelines, buy...
• Events are the Tried-and-True GTM Channel for B2B Companies in 2026
  Events are presented as the tried-and-true GTM channel for B2B companies in 2026, with emphasis on buyer access, signal capture, and speed for follow-...
• From Signals to Revenue: Making Event Intelligence Work for Your Team
  From Signals to Revenue: Making Event Intelligence Work for Your Team explains the Three Pillars of Event Intelligence: capturing buying signals, deli...
• Orchestrate At Scale: Turning Signals Into Systems
  Events represent buyer intent. The post defines a three-pillar framework for signal orchestration: capture signals, deliver them in real time, and orc...
• How Do You Orchestrate Event Signals at Scale?
  How do you orchestrate event signals at scale by capturing intent, readiness, and risk, delivering in seconds with context, and routing through shared...
• Introducing Greet: the check-in intelligence layer that works with anything
  Introducing Greet, a check-in and badge intelligence layer that captures event intent and delivers it to Salesforce, HubSpot, Marketo, or Eloqua throu...
• How Do You Defend Your Event Budget When It Keeps Getting Questioned?
  Fix the timing problem first. Route high-intent event signals to sellers within minutes. Prove ROI with an event-sourced pipeline using timestamps fro...
• How Do Events Reveal the Buying Committee?
  Events reveal the buying committee by surfacing cross-functional behaviors before CRM stages. The article explains event compression and how connectin...
• 7 AI event plays that turn engagement into pipeline
  Leadership article by Peter Micciche, CEO, Certain, describing seven AI event plays that turn engagement into pipeline with play-by-play guidance and ...
• What Buying Signals Appear Before an Event Even Starts?
  Buying signals appear weeks before an event starts. Registration data reveals buying committee formation through account clustering, role composition,...
• What Is the Hand-Raiser Problem at Events?
  What is the hand-raiser problem at events, and why event signals are stronger than digital signals, with advice for revenue leaders on capturing event...
• What Event Signals Should Customer Success Teams Watch For?
  Customer success teams should watch five event signals: time-to-value behavior, real adoption, single-threaded risk, value proof points, and expansion...
• Why Are Events the Best First-Party Data Source for Sales?
  Events are the best first-party data source for sales because they produce more declared, attributable buyer behavior per person than any other channe...
• Does the AI Agent You Pick Matter More Than the Data You Feed It?
  An article arguing that agent platforms converge when fed CRM records, enrichment APIs, and third-party intent data, while differentiation comes from ...
• Why Did Martech Never Integrate Events? The Category Left on the Table
  Martech never integrated events because the events business looked operationally messy to platform acquirers. Orchestration separates intelligence fro...
• Training Courses and Videos
  Training Courses and Videos page for Certain Academy with webinar recordings, product training courses, Touchpoint, Certain Digital, and Upcoming even...
• Managing Attendees in Greet
  Manage attendee records in Greet. Learn how to use the Attendees table, Status Filters, search, Print Badges, Import Attendees, Export, Select Printer...
• Certain 7.1
  Certain 7.1 release notes describing Certain Digital/Signal enhancements for attendee engagement data from Zoom and ON24, Digital Hub session catalog ...
• Support Center
  Knowledge base and resources for Certain Platform workflows, guides, and API documentation.