📄 Content Pages

• createExhibitor
  createExhibitor GraphQL Mutation for creating an exhibitor, including gatheringId and ExhibitorParams fields with an example CURL request and GraphQL ...
• deleteMeeting
  GraphQL Mutation details for deleteMeeting, including arguments for gatheringId and id, an example curl request, and an example GraphQL response.
• Agenda Sessions Query
  Agenda Sessions Query arguments and AgendaSessionParams fields for Touchpoint GraphQL requests, including filters for createdAfter/createdBefore/updat...
• createSpeaker
  Touchpoint API Usage: createSpeaker GraphQL mutation for creating a speaker with arguments gatheringId and speaker (SpeakerParams), plus photoUrl or p...
• Speakers Query
  Touchpoint API Speakers Query documentation. Includes arguments, GraphQL CURL examples, SpeakerParams attributes, and photo/avatar upload via photoUrl...
• 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...
• Meetings Query
  Touchpoint Meetings Query describes Standard and Competitive meetings, then lists gatheringId (Int!), name (String!), and startsAt (Datetime!) with a ...
• deleteAgendaSession
  Touchpoint API Usage for deleteAgendaSession. Includes arguments gatheringId (Int!) and id (Int!), a GraphQL mutation example, a CURL request example,...
• deleteSpeaker
  Touchpoint API Usage GraphQL Mutation for deleteSpeaker with arguments gatheringId and id, including a CURL request and a GraphQL response example.
• 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...
• Attendees Query
  GraphQL Attendees Query for Touchpoint. Includes gatheringId and filters plus curl request examples and Attendee attributes such as createdAt, updated...
• Exhibitors Query
  Exhibitors Query arguments, filters, and CURL request examples for the Touchpoint API exhibitors(gatheringId) GraphQL query.
• Live Polling
  Live Polling with Touchpoint instructions for speaker/moderator setup, branding & sponsorship images, automatic playback, manual control, and deciding...
• 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...
• 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...
• 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...
• Leads Query
  Touchpoint API Usage: Leads Query arguments include gathering: (GatheringParams) and LeadParams attributes like scannedBy, lastName, firstName, scanne...
• Meeting Invites
  Touchpoint Support Center article describing how attendees send meeting invites and how attendees accept, reject, or respond "Maybe" so the meeting ap...
• 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...
• 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...
• 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, including Agenda: Jump to Now, Message: Replies to Gathering, and Announce...
• 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...
• 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...
• 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...
• Accommodations (Attendee Form)
  Instructions for configuring Accommodations (Attendee Form) in Certain, including Accommodations Entry, dates, list setup, payment guarantees, room/ro...
• 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...
• Payment Options (Registration Form)
  Instructions for configuring Payment Options (Registration Form) for a registration form Payment page, including Available Payment Methods, Online Pay...
• Registration Confirmations
  Use this page to create a custom, personalized registration confirmation for the event. Configure Confirmation Text fields, Cancellation Policy/Refund...
• Agenda Display Options (Registration Form)
  Agenda Display Options (Registration Form) describes configuration for Personal Agenda, Agenda Search, and Agenda Guest List, including headers, displ...
• 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...
• Merchandise (Agenda Items)
  Merchandise (Agenda Items) help content that explains Merchandise items, the Item List, Custom Merchandise Types, and Merchandise Groups & Classificat...
• 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...
• Setup Dashboard
  Setup Dashboard instructions for Event Dashboard planning, including standard modules like Attendee Types and Statuses, Registration Questions, Agenda...
• 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...
• 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...
• 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: Alert Configuration
  Instructions to configure VIP alerts for Certain Check-In, including basic configuration, triggers, 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...
• 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...
• Check-In: Basic Configuration
  Documentation for configuring Basic Settings of Certain Check-In, including Temporary Access Code, Guest List fields, and print options.
• 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...
• 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...
• Touchpoint Support Center
  Touchpoint Support Center for a Knowledge Base covering designing, planning, and creating your app, plus other support resources, recommended articles...
• 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 FAQ
  Forms FAQ page listing help articles for form setup tasks, including viewing, editing, creating, and configuring form sections, agenda sections, sessi...
• Appointment Preferences (Attendee Form)
  Appointment Preferences (Attendee Form) documentation describing Appointment Matching requirements, a recommended dedicated form setup, Section Header...
• 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...
• 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...
• General FAQ - Managing Profiles
  General FAQ - Managing Profiles covers profile creation, profiles vs registrations, custom profile questions, profile record management, message sendi...
• Financials
  Certain platform event Financials settings for payment processing accounts, transaction limits, online payment security options, Payment Metadata fiel...
• Choosing a Session Layout
  Configure the Session Layout for the admin-side Sessions page, including Standard Sessions vs Conference Sessions differences.
• Session Layout (in Speaker and Session Management)
  Configure session layouts for Simple Sessions and Conference Sessions in Speaker and Session Management. Includes fields, editing steps, and Auto-Publ...
• Session Export (in Speaker and Session Management)
  Instructions for Session Export (in Speaker and Session Management) in Certain. Export sessions from Sessions, choose Category Type (Without Instances...
• Session Mass Actions (in Speaker and Session Management)
  Session Mass Actions (in Speaker and Session Management) explains Mass Actions for updating Sessions fields, including Publish to Attendee Types and S...
• Session Import (in Speaker and Session Management)
  Session Import (in Speaker and Session Management) explains how to import sessions using Excel or CSV, required fields (Session Name, Session Code, Ty...
• Session: Add or Edit (in Speaker and Session Management)
  On this page you add and edit sessions in Speaker and Session Management. Session Layout selection determines what you see and can do.
• Sessions (in Speaker and Session Management)
  Instructions for sessions in Speaker and Session Management, including session list views (SESSIONS, INSTANCES, SCHEDULER), search/filter options, and...
• Event Invoices
  Edit event-level invoice templates here. Workflow: use invoice templates for attendee documentation, expense report receipts, email template attachmen...
• 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...
• Account Tax Codes
  Use this page to edit/delete/create a new tax code template. Complete tax code fields: Code, Name, and Percentage.
• 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...
• 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...
• Badges (in Badges V2)
  Instructions for configuring and printing attendee badges using Badges V2, including badge layout setup, fields, template selection, barcode/Logo/Pic ...
• Search Profiles
  Search Profiles page instructions for Contact Filters and Date Filters, including Columns, Operator, Value, and Start Date/Time and End Date/Time for ...
• 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...
• Custom Questions
  Guide to adding and managing custom questions for event registration in Certain.
• 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...
• Travel Information (Event Setup)
  Event Setup includes Travel Information (Event Setup) when the Travel Module is activated for an event. The page documents Travel Questions and Travel...
• 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...
• 'Send Email' for accepted registrations
  Learn when selecting an email template for accepted registrations is optional and when it is strongly recommended, including the Logic Rule scenario t...
• Registration - Automatic Event Waitlisting
  Automatic Event Waitlisting lets registrants automatically waitlist when an event becomes full and lets waitlisted registrants register automatically ...
• Event Options
  Use the Event Options page to configure event settings and to turn modules on or off for the event. Includes Global Settings, Waitlisting, DDF Date Fo...
• Data Format
  Data Format page explaining how an Administrator limits which fields are reformatted. It covers Fields Available to Format and Fields to Format and no...
• 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...
• Getting Started with Certain
  Getting Started with Certain explains how to use the Getting Started area in Certain Platform, and lists links for creating events, forms, websites, r...
• 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 ...
• 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...
• 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 List
  Certain platform support article explaining Event List behavior, templates exclusions, filters, columns, exporting, and role-based alternative event l...
• 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...
• API 1.0
  API 1.0 access for Administrators via Account Settings > Implementation > API, plus a note that new integrations should use Certain API2.0 and its doc...
• 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...
• Account Invoices
  Account-level invoice templates settings, including Invoice Details, Invoice Options, header/bill-to/footer editors, column and summary headers, and C...
• Financial
  Financial account settings for invoice details, including Organization Name, Tax Number, Tax Label, Invoice Numbering Preference, E-commerce accounts,...
• Account Information
  Account Information explains how Certain accounts organize events and how the Account Information section collects contact details, including the Prim...
• 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...
• 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...
• 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...
• 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)
  Set up account-level Content Blocks (HTML) on the Certain Support Center page, including where blocks can display and how Content Block Details define...
• Account Settings
  Account Settings page content describing Home, Reports, Management, Administration, Registration, and Implementation areas, including Single Sign On (...
• 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
  Certain Signal: Marketo Native Integration Guide. A guide for integrating Certain Signal with Marketo, including tags, connections, flows, mappings, c...
• My User Information
  Use the options on this page to update basic user information and change your password, including ID (Email), user preferences, and Password Rules.
• Printable Confirmations (Event-Level)
  Printable Confirmation Templates for event-level templates. Enter template Name and Description, configure Confirmation Text sections, and set barcode...
• Russian Data Privacy
  Russian Data Privacy configuration details including Privacy Configurations, Event Trigger, Field Mappings, and Policy Compliance Audit, for the Data ...
• Meeting Requests (Websites)
  Meeting Requests (Websites) help content. Access via EVENTS > Websites > Add/Edit website > Meeting Requests, and configure Meeting Requests List Labe...
• What’s a "Primary Form"?
  One form per event must be designated as its "Primary Form". Learn how to select the "This is the primary form for the event" check box and what chang...
• Flights
  Certain Flights page help: how to list, filter, add/edit/delete flights, define Flight Information fields, and manage Flight Inventory seat blocks wit...
• Event Details (or "Add Event")
  Use the Event Details page to enter event basic information including Event Name, Event Code, Start Date and End Date, Time Zone, Status, Access Token...
• Notification Setup
  Notification Setup explains how to configure email notifications based on capacity or inventory thresholds for attendee types, agenda items, events, r...
• 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...
• 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...
• 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...
• 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...
• Labels for Registration Assistance Link
  You can customize the message shown to an attendee if they click the link for registration assistance and include HTML tags in the text.
• 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...
• Required Fields Messages
  Required Fields Messages lists Message Labels and Default Values for common form validation errors, including Field error message, Not email, Payment ...
• 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...
• Additional Registrations (Attendee Form)
  The Additional Registrations section enables primary registration and additional registrations on a single order form, including form setup, transfer ...
• 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...
• 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...
• Form Setup (Attendee/Registration Form)
  Certain platform support guide for Form Setup (Attendee/Registration Form). Includes registration form sections, setup information (dates, status, URL...
• 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 the forms and webpages created using Certain, and it highligh...
• Create a Registration
  Create a Registration page help content covering attendee Contact Information and Registration Information, including Attendee Type and Status, fee ru...
• Event FAQ
  Event FAQ help topic. Updated content includes a “How do I...” list covering basic event settings, attendee types, event status designations, agenda, ...
• Registration Header
  Registration Header describes the standard header shown on all admin-side Registration pages and explains how Balance Due navigation works, including ...
• 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...
• 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...
• Registrations FAQ
  Registrations FAQ lists help-center links for creating, finding, updating, importing, and checking registration information, plus roommate matching to...
• Assign Roles
  Assign Roles for Certain feature designed for team-based event management. Roles and available users are defined by an account administrator on Accoun...
• Registration Dashboard
  Registration Dashboard access options, header behavior, buttons, role assignment rules, and charts and tables for Completed Registrations by Attendee ...
• Event Dashboard
  Event Dashboard access paths, Setup Dashboard vs Registration Dashboard behavior, shared header and favorites controls, and top-right actions includin...
• User Information
  Certain Support Center documentation for User Information, including user types, User List filters, User Profile fields, GDPR data subject requests, E...
• GDPR Data Subject Requests Guide
  Guide to responding to Data Subject Requests (DSRs) under the General Data Protection Regulation (GDPR) in Certain, including View, Edit, and “Delete”...
• 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...
• Custom Statuses
  This page lists the custom registration statuses defined for the event and explains standard (default) registration statuses, registration status deta...
• Custom Profile Data
  Custom Profile Data explains profile data, custom questions, and account-level defaults for profile fields, import mappings, and available countries a...
• Speakers and Sessions from Platform to Touchpoint
  Touchpoint support article page for “Speakers and Sessions from Platform to Touchpoint” with updated timing and links to related Touchpoint help artic...
• 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...
• 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,...
• Wi-Fi Requirements
  Wi-Fi requirements for Touchpoint events, including bandwidth expectations for app downloads, presentation downloads, and live polling access points.
• 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...
• Sponsorship Opportunities
  Touchpoint Support Center page listing Mobile App Sponsorship Opportunities, including Rotating Home Page Images, Session Banner Ads, Sponsored News S...
• 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...
• Lead Retrieval - Feature Setup
  Lead Retrieval - Feature Setup explains the Lead Capture feature, custom fields, VIP Portal admin access, Lead Code QR setup, and Avery.com badge prin...
• Attendance Tracking
  Attendance Tracking enables staff to check attendees into sessions by scanning a QR. The guide covers Authorized Email Addresses, enabling Agenda Chec...
• Adding a Live Poll Results web view to a Powerpoint Presentation
  Add the Live Poll Results web view to a Powerpoint presentation using the Powerpoint add-in called Web Viewer, including steps for installing Web View...
• 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...
• 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...
• 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...
• Meetings
  Touchpoint Meetings feature guide. Learn when to use Meetings, what Attendee Meetings and Planned Meetings are, and how to use the Meetings Management...
• 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.
• 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 and controls feature access by Participant Type(s). Touchpoint Manager steps include restric...
• Maps and Locations
  Touchpoint Support Center article that explains how to add an image map, pin locations, add a street map, and manage locations with Address fields and...
• 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...
• 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...
• Exhibitor Feature
  Touchpoint exhibitor settings include Allow Exhibitor Check-Ins, Allow Exhibitor Related Links, Allow Exhibitor Videos, Allow User Comments, and Allow...
• 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...
• 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...
• 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...
• 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...
• Group List
  Guide to creating and managing groups for registration groups in events, including assignment and group details.
• Promo Codes
  Instructions for using Promo Codes in Certain event planning, including Promo Code List, Promo Code Wizard steps, CSV import (Import Discounts, Import...
• Travel Configuration
  Travel Configuration page content describing Travel Packages sub-module settings including Transfer Time, optional Statuses, Transportation Types, and...
• 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...
• Questions – (Header Details)
  Configure Header Details for Questions. This help page includes Title, Name (Required), Text, Enable Editor?, Text Alignment, Text Vertical, and Start...
• Packages
  Packages is a Certain feature that groups Agenda Items into a logic rule component for registrant quantity checks, including reporting via “Registrati...
• Custom Event Data
  Custom Event Data is event-builder-created question content that is not answered by registrants. It is used for internal reporting and for conditions ...
• 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 ...
• 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...
• Entry Page (Attendee Form)
  Entry Page (Attendee Form) help content describing Entry Section, Form Entry Permissions, Waiver Checkbox, Username and Password, Passcodes, SSO Login...
• 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...
• 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...
• 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...
• 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.
• 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 ...
• Cookies in Certain Guide
  This Certain guide explains cookies added by Certain, how to identify cookies in Chrome, Edge, Firefox, Internet Explorer, and Safari, and includes Es...
• Sub-Accounts
  Create sub-accounts within an account hierarchy. Set Account Code, Support Rep, Parent Account, Customer ID Number, Active, and Copy Custom Account Da...
• 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 accounts store databases, how Administrators and sub-accounts work, how planners plan account structure...
• 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...
• Administering Certain
  Use the Account Settings area to view and edit settings at the account level. It applies across multiple events and lets Administrators set up users a...
• 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 views agenda items. It explains Fields like Name, Type, Unique Code, Start Date and End Date, and inventor...
• 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 Blocks
  Accommodation Blocks page that explains accommodation blocks, prerequisites, imports, sub-blocks, accommodation block information fields, and Accommod...
• 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
  Attendee types identify attendee categories in an event. The page explains how to add, edit, delete, configure registration fees, cancellation fees, c...
• 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,...
• 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...
• 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...
• 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...
• 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...
• 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 ...
• 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...
• 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 for event configuration. It lists required modules, the Conference Sessions session layout step, Speaker Portal setup, an...
• 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 Websites
  An event website is a collection of web pages that display event content for prospects or attendees. This page lists websites for the current event.
• 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.
• 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: ...
• 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...
• 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...
• 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.
• 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...
• Hotels
  Set up hotels used in your account. Configure Accommodation Blocks locations, list view, room types, add new hotels, hotel detail information, and sup...
• Accommodation Statuses
  Defines Booking Statuses and Action Codes for registrants' accommodation bookings, including Accommodation Booking Status and Accommodation Action Cod...
• Flights
  Certain Flights page instructions for seeing, editing, and adding flights in an event, configuring Flight Information fields, and managing Flight Inve...
• 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...
• 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 ...
• 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...
• 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...
• 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 ...
• 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 - 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 - 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, ...
• 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 ...
• Create a New Profile, or Edit a Profile
  Instructions for creating and editing a profile, including Profile Picture rules, GDPR profile anonymization, and Detailed fields under Contact Inform...
• Profile Anonymization
  Profile Anonymization instructions for removing personally identifiable information (PII) from Profiles by selecting profile fields, replacement text,...
• 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...
• 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...
• 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
  Certain Check-In question configuration instructions. Use “Show these Questions in Check-In” to add up to 20 custom profile questions and registration...
• 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, ...
• 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...
• 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.
• 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...
• 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...
• 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...
• 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...
• 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...
• 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 Websites
  Instructions for searching for Websites across events and across accounts in Certain. Includes search criteria fields, wildcard % behavior, sorting by...
• Search For Forms
  Instructions for Certain Form Search. Specify search criteria, use % as a wildcard, set Max Rows and Per Page, choose Account, and sort or navigate re...
• Search For Registrations
  Instructions for searching for Registrations across events and accounts. Learn search criteria fields like search for, Operator, search text with wild...
• Certain Support
  Certain Support page explains how to access the Certain Support Site and lists the Knowledge Base, Certain Academy, Developer Space, and Contact Us op...
• Assigning User Types
  When a Certain User is created by an Administrator, the user must be assigned a user type. The page lists each user type and the access permissions, i...
• Multi-Page Lists
  Certain Support Center article describing Multi-Page Lists. It explains Show [10] entries, search, showing, Previous/Next navigation, and selections r...
• 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 ...
• 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...
• 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...
• 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...
• 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...
• 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...
• 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...
• 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...
• 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...
• 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...
• 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 for speakers. The page explains requirements, list actions, template fields (From, Reply To, Append, Subject, Message), Send a...
• 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.
• Financials (Attendee)
  Financials (Attendee) explains financial transactions, payments, refunds, general ledger account codes, current activity actions, transaction history ...
• 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...
• Accommodations (Attendee)
  The Accommodations page under Registrations enables you to manage room reservations for attendees, including Rooms Requested, Room Reservations, Room ...
• Registration History (Attendee)
  Certain tracks attendee registration changes in the History area. The page explains Registration Header, Registration History fields, Details for row ...
• 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...
• 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...
• Reports FAQ - Using the Reports Page
  You can run reports from the Reports page by selecting options from the Filter Reports list. Editable reports show an icon in the Edit column, and non...
• 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...
• Attendee Profile
  The Attendee Profile page contains contact information and basic registration information, including Attendee Type and status. It also includes regist...
• .CSV File Format
  Import .CSV files are comma-separated values files. Encode characters outside the normal ANSII character set as UTF-8, and use Google Drive because Ex...
• 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.
• Import Registration Session Instances
  Learn how to assign, update and cancel sessions on existing registrations via Registrations > Import, using Import Registration Session Instances and ...
• 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...
• 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...
• 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...
• 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...
• 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...
• 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...
• Assign Groups
  Instructions for assigning groups on the Assign Groups page, including filtering registrations and selecting a group from Groups > Group List, plus a ...
• 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...
• Group List
  Certain Support Center article describing the Group List for the Registration Groups module, including group setup, attendee assignment, agenda items,...
• 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 User Dashboard Training
  Touchpoint User Dashboard Training article with updated metadata and an embedded training video (49:19).
• Tagging Attendee* Statuses & Sessions - Required for Attendees
  Touchpoint support article titled "Tagging Attendee* Statuses & Sessions - Required for Attendees" showing update timing, helpfulness feedback, relate...
• 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.
• 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...
• Marketing Ideas
  Marketing Ideas article about building a great event app with Touchpoint and marketing your app, including app store access, email announcements, prin...
• 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...
• Process Timeline
  Touchpoint Process Timeline for Client Success Event App Timeline/Checklist includes Strategic Planning, Configuration, Deployment, and Analytics step...
• 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...
• 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...
• 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...
• 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...
• AI Event Assistant
  Touchpoint AI powered Event Assistant lets attendees ask questions and get real-time answers using your event's Info feature, with citations and sugge...
• 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, ...
• 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...
• Threaded Messages
  Instructions for Touchpoint “Threaded Messages” covering Group Messages and Scheduled Messages, including send options, session/group/participant-type...
• Training Courses and Videos
  Training Courses and Videos page for Certain Academy with webinar recordings, product training courses, Touchpoint, Certain Digital, and Upcoming even...
• Creating a Registrant's Password
  You can change or create a password on a Registrant's behalf by using Event Dashboard search, editing the registrant, resetting Password in Contact In...
• 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...
• 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...
• 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 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 to Remove a Blank Page Generated by Logic
  Instructions for removing a blank page generated by logic by using a Custom HTML Section and javascript so Forms skip hidden content and submit the bl...
• 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...
• System Timestamps
  System Timestamps explains that certain Certain Platform administration date-time stamps use Pacific Standard Time (PST), while Event Setup > Details ...
• 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...
• Session Speaker Integration - Touchpoint
  Instructions for integrating Session Speakers with Touchpoint in Certain Platform. Sections cover Sessions with Instances and Sessions without Instanc...
• 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
  When importing Room Reservations, an error can show date of arrival should be in format "MM/dd/yyyy". Modify Arrival Date & Departure Date column form...
• 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.
• Multi-Page Lists
  This Certain support article explains how Certain data-list pages display multi-page records and how selections like Show entries, Search filters, pag...
• 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 - 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 - 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 ...
• 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.
• 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 ...
• 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...
• 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...
• 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...
• 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...
• 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 - How to Use the Power Template (Display Fields)
  Power Template (Display Fields) instructions for Branding Content File, Event Content File, Select Navbar Menu Items, Style Options, and separated con...
• 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 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 Power Template (Content Blocks)
  Power Template (Content Blocks) help article. Learn where to find Event Content Blocks, how to edit a content block using the Edit button (Pencil), an...
• 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...
• 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...
• 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...
• 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...
• 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 - PayPal Setup Requirements
  Administrators - PayPal Setup Requirements instructions for configuring a PayPal account within Certain. Includes PayPal Gateway Account Settings fiel...
• 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...
• Invoices
  Instructions for Certain invoice templates and invoice generation workflows, including Event and Account level setup and automatic invoices with confi...
• Managing Registrations - Cancellations and Refunds
  This article explains how to set up registration cancellation fees and agenda item cancellation fees. It explains how to cancel these items for a regi...
• 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...
• 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 - 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 - 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 content about setting up online registration forms, including Primary Form behavior and form sections such as Entry, Registrant Details, A...
• 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 - 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...
• 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 - 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...
• 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)
  Guide for assigning tags to registration statuses in Certain. Includes an API 2.0 technical note about includeList=tags and lists standard registratio...
• How to delete a registrant from an event
  Steps for deleting a registrant from an event: use Manage > Registrations bulk deletion, use Find and Search filters, or delete from the registrant Pr...
• How to Copy an Event
  Instructions for locating and copying an event in the Certain platform. Steps include finding the event, using the copy button, selecting information,...
• How to Delete an Event
  How to delete an event/program from an account/organization, including steps to find the event and use Plan > Event Setup > Details to delete it.
• How do I add an event owner
  Steps to add an event owner by navigating to Plan > Event Setup > Details, selecting a user under Event Details, and saving. Additional note includes ...
• How to Disable Automatic Emails when changing attendee custom status
  Learn how to disable automatic emails sent during manual updates of registrations' custom status by editing Plan > Event Setup > Custom Status and unc...
• Meeting Requests (Home)
  Meeting Requests (Home) describes the Meeting Requests List, including filter options and the columns and actions shown for meeting requests.
• 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...
• Certain 7.1
  Certain 7.1 extends Certain Digital with complete insight from Zoom and ON24 and updated Session Catalog and Touchpoint web Attendee Engagement app. I...
• Product Request
  Product Request for a Certain Platform Account. If you need to add, remove, or request features, email help@certain.com.
• Meeting Requests (Websites)
  Meeting Requests (Websites) page content, including Meeting Request List behavior and Meeting Requests List Labels customization, available only when ...
• Registration Header
  The page explains the “Registration Header” shown on admin-side Registration pages, including header section links and Balance Due navigation, plus Mu...
• 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...
• 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...
• 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.
• Setting Up Digital Sessions
  Setting Up Digital Sessions explains what a digital event is, prerequisites for Certain Signal with Zoom and ON24, and step-by-step setup for one webi...
• Digital Events: Using Certain Signal with ON24
  Setup steps for Digital Events using Certain Signal with ON24, including ON24 API access token details and Certain Signal QUICK START flow creation op...
• Setting Up a Digital Event
  Setup steps and prerequisites for creating a digital event using Certain Signal with webinar providers Zoom and ON24, including webinar creation or co...
• Digital Events: Using Certain Signal with Zoom
  Setup for Digital Events in Certain using Certain Signal with Zoom. Includes Zoom Pro prerequisites, OAuth Connection steps, and Zoom webinar settings...
• 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...
• 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...
• 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...
• 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...
• 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...
• 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...
• 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...
• 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...
• Digital Events Email Templates
  Email template for the email sent automatically every hour to all new registrants for a digital event. Includes edit and view steps, plus best practic...
• 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...
• 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: 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.
• 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...
• 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...
• 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...
• 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...
• 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...
• 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 ...
• 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...
• Security Settings
  Security Settings in Certain include Account Settings and Other Settings such as Session Timeout, Expire user passwords after, Mask date of birth fiel...
• Email (Attendee)
  Email (Attendee) instructions for sending an email to a selected registrant, including Select Email Template, Email Message fields, Previewing the Ema...
• 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 dashboard refresh, time zone, email status meanings, open tracking via SendGrid, click-through tra...
• 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...
• 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...
• 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...
• Cancelled & Postponed Event Statuses
  Instructions for emailing Registrants and updating Certain Event Status to Cancelled or Postponed, including setup steps for custom entry page message...
• 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 appear in the Country drop-down menu. ...
• Event Component Descriptions and Navigation
  Support article describing how to navigate the Event List and Event-specific tabs: Plan, Promote, Manage, Engage, and Reports.
• Settings: Custom Statuses
  Settings: Custom Statuses explains how Registration Status tracks a Registration’s progress, how Custom Registration Statuses organize attendees, and ...
• 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 are used to identify different types of participants within your Event. The article explains possible uses and provides steps to set up...
• 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 ...
• 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...
• Accommodations Guide
  An overview of the Accommodation Module in Certain, covering Room Types, Hotels, Accommodation Blocks, Sub-Blocks, and Forms, including Roommates and ...
• 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...
• Registrations FAQ - Modifying Registration Details
  Instructions for modifying registration details using the left navigation links on the Registrations overview page, including Overview, Profile, Quest...
• 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...
• Unmatched Roommates
  Room reservations that are being shared and that have not been matched. See Accommodation > Roommates for the matching process, including Roommates to...
• 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...
• Import Registration Data
  Administrators and Event Builders can import registrations, registration agenda items, or registration session instance into the registrations databas...
• Agenda
  Agenda items are defined in Scheduled Items, Fees, Merchandise, and Other, with options for Organize Agenda Categories, Import & Export, and Waitlisti...
• 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.
• Sample App Announcement Text
  Email template text to announce a mobile app. Includes Subject line, app download instructions, and note about “Request a Password” for attendee-creat...
• NEW Badge Game UX
  Touchpoint interactive badge game setup guidance for creating badge images, setting badge rules, configuring goal setup options, managing badges, and ...
• Touchpoint Stream
  Touchpoint Stream setup and management guide covering Feature Settings, creating live streams from Agenda and Videos, broadcasting, the Speaker Ready ...
• 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
  Instructions for Bulk Upload Template Spreadsheets import workflow in Touchpoint, including Separate spreadsheets, Spreadsheet data begins top left, a...
• 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...
• Certain Check-In iOS Quickstart Guide
  Certain Check-In iOS Quickstart Guide for checking attendees into events and sessions. Includes steps for domain entry, login, event selection, guest ...
• 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...
• Managing Internet Connection Speeds
  Guide about managing internet connection speeds for the Certain application, including advice to run speed tests, close programs and browser tabs, and...
• 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...
• Badges Guide
  Guide to configuring and generating badges in Certain, describing the Badges V2 module. Includes steps for enabling Badges V2, configuring barcodes, d...
• 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 - 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...
• Event Intelligence - Key Metrics
  Event Intelligence - Key Metrics explains the Key Metrics dashboard sections, including Selected Events/Registration Goal indicator, Registrations, At...
• 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...
• 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.
• 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...
• Certain EventStream Guide
  Certain EventStream – Quick Guide for installing and using Certain EventStream in Oracle Eloqua, including prerequisites, configuration, access groups...
• How to edit the default error message in the event
  Learn how to edit the default error message in the event by finding default error messages in Plan > Form and customizing Required fields settings, Ag...
• 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...
• Avoiding Content in an Event being Overwritten
  Avoiding Content in an Event being Overwritten explains how multiple browser tabs can overwrite Event content and how to ensure the tab with the most ...
• 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...
• 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...
• 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 ...
• 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 ...
• 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...
• 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 ...
• 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...
• 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...
• How to create, edit and delete an email template
  Instructions for creating an email template, editing an email template, and deleting an email template in Promote > Communication > Email Templates.
• 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...
• 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...
• 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 - 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...
• 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...
• Adding Questions to a Form
  Instructions for adding Custom Questions to a registration form using Registrant Details, a Question Section, or a logic rule with Display Questions o...
• 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...
• 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 ...
• 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...
• 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 can indicate a data validation error where the 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 ...
• 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.
• Incomplete Registrants And Cancellation Fees
  Cancellation fees are not assigned if a Registration is incomplete. To apply cancellation fees, check the Complete property on the Registrant profile ...
• Partial Refunds
  Partial Refunds instructions, including when a partial refund is necessary and the steps to process a refund back to a credit card.
• 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...
• 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
  A favicon is a small square image used by a web browser at the left side of the address bar. Steps describe how to upload the favicon and add its Rela...
• 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...
• Using Reports to Check if Emails Were Sent
  Create a Registration History Report and filter it by Action and Message Name to check the list of Registrants who received an email.
• 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...
• 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...
• Creating User Accounts
  Create and manage Certain Users in Account Settings. Follow Setup > Administration > User Information steps for required User fields, Active status, U...
• 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,...
• 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...
• Extended Display Options
  Extended Display determines the look and feel of Event Forms, Websites and Emails. The article covers Plan > Configure > Display > Extended Display, i...
• Signal Outbound Flows for Digital Events (ON24)
  Create Signal Outbound Flows for Digital Events (ON24). Configure Account Settings > Implementation > Signal - Real - Time Data Integration, select Ou...
• 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,...
• 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...
• 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 Integration with Advanced Webhooks Guide
  Guide for using Certain Signal with Advanced Webhooks, including nested JSON, Connection authentication options, Flow setup with tags, mappings, and M...
• Signal Integration with Webhooks Guide
  Certain Signal: Webhooks Integration Guide explains how Signal processes outbound event data in real-time and how to set up Connections, Flows, tags, ...
• 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 - Integration Link Examples
  Integration Links can be inserted into e-mail messages and confirmations. This page provides example syntax for an Single Sign-On (SSO) link and a Pas...
• 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 - 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 ...
• 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...
• How to add an Event
  Instructions for creating an event in Certain, including a permissions note for Administrators and Event builders and steps using Add a New Event and ...
• Session Blocks
  Session Blocks give more flexibility in how registered and waitlisted sessions display to event registrants in confirmation and reminder emails. Sessi...
• Registrations FAQ
  Registrations FAQ lists help articles for creating registrations, finding registrations, making changes to groups of registrations, updating registrat...
• Sel? and Web? options
  Warning for Certain event setup: do not use Sel? and Web? options for answers to Agenda Item Questions, because Sel? and Web? answer values can remove...
• 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 ...
• 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...
• 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 on Sessions and Instances
  Speakers created under master sessions are automatically assigned to session instances, while specific instance assignment uses the Speaker field insi...
• 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
  Learn how to create and import Session Locations using Certain, including recommendations for placeholders like “Room 1” and instructions for mapping ...
• 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...
• Your Events are Talking, Are You Listening?
  Video On Demand session about event behavioral data. It covers the silent pipeline killer, from data to dialogue, and real customer playbooks, plus re...
• Ultimate Guide to Event Data Orchestration
  Ultimate Guide to Event Data Orchestration is a practical guide to collecting, consolidating, and activating event data with integrations, AI, and eve...
• The Ultimate Guide to Event Buying Signals
  The Ultimate Guide to Event Buying Signals. Define event buying signals, explain the signal-to-pipeline workflow, and list what good looks like with b...
• The Ultimate AI Tech Stack for Event ROI
  Video On Demand: The Ultimate AI Tech Stack for Event ROI is a reference architecture for an AI-powered event tech stack covering registration intelli...
• Turn Engagement Signals into Pipeline
  A 26 min Video On Demand about turning event engagement into pipeline with speed-to-lead focus, sales hand-off blueprint, and event metrics to prove s...
• The Top 10 Best Event Management Software Features
  The Top 10 Best Event Management Software Features infographic distills event platform capabilities into a 10-point checklist and scorecard for evalua...
• Measuring Event Success Across the Funnel
  Stop measuring events in isolation. A funnel-aware framework evaluates event impact across awareness, engagement, pipeline, and revenue. KEY TAKEAWAYS...
• 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...
• Event Strategies to Accelerate the Buyer Journey with Deep Insights
  How AI and event intelligence turn raw engagement data into deep buyer insights to help marketers navigate event data challenges and accelerate every ...
• Event Personalization at Scale
  Event Personalization at Scale (Video On Demand) shows how leading enterprise marketers personalize the registration journey, agenda, and follow-up wi...
• 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, with KEY TAKEAWAYS.
• Certain Event Advisor Webinar & Demo
  Video On Demand for the Certain Event Advisor webinar and demo. The page describes what Event Advisor does, live demo highlights, and deployment in we...
• End Networking Roulette: Let Next Gen AI Do the Matching
  End Networking Roulette: Let Next Gen AI Do the Matching. Certain Event Advisor uses generative AI for intent-based matchmaking, so attendees meet the...
• Elevating Event Experiences with Deep Audience Insights
  A 9-step playbook for driving, capturing, and acting on attendee engagement data before, during, and after your event, to connect events to measurable...
• Driving Event Value in 2026
  Driving Event Value in 2026 is a practical playbook for the 2026 event marketer. The guide moves from per-event ROI to program intelligence across fou...
• 3 Proven Ways to Turn Event Leads into Revenue, Fast
  Video on Demand (20 min watch): 3 Proven Ways to Turn Event Leads into Revenue, Fast, covering three repeatable plays that compress time between an ev...
• Rockwell Automation Centralizes 200 Global Conferences with Certain
  Rockwell Automation Centralizes 200 Global Conferences with Certain. Customer story describing the challenge of fragmented events, the solution using ...
• National Instruments Achieves Significant Cost Savings and Accelerates Lead Gene...
  National Instruments customer story about Certain Platform and Certain Signal for standardized event execution and lead-to-sales engagement across glo...
• How Grand Connection Scaled Events with Certain's Smart Event Tech
  Customer story about how Grand Connection scaled events with Certain Smart Event Tech, using Certain Platform and Touchpoint, to automate attendee man...
• Introducing Greet: the check-in intelligence layer that works with anything
  Introducing Greet: the check-in and badge intelligence layer that works with anything. It captures scan signals, delivers to Salesforce, HubSpot, Mark...
• How Do You Defend Your Event Budget When It Keeps Getting Questioned?
  Defend your event budget by fixing the timing problem first, then routing high-intent event signals quickly and proving event-sourced outcomes with ti...
• How Do You Orchestrate Event Signals at Scale?
  Event Intelligence article on orchestrating event signals at scale by capturing intent, readiness, and risk, delivering in seconds with context, and r...
• How Do Events Reveal the Buying Committee?
  Events reveal the buying committee by surfacing cross-functional behaviors that form a purchase decision before it shows up in your CRM. Includes even...
• What Buying Signals Appear Before an Event Even Starts?
  Buying signals appear before an event starts via registration data. The page defines a pre-event intelligence framework: account clustering, role comp...
• 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 provides 24/7 instant answers in the Certain Help Center. Starting April 20, 2026, new support requests must use the bot ...
• Preparing ON24 for Signal Integration
  This Certain Digital integration allows Certain and ON24 to talk to each other and share information. The article lists steps to request ON24 access t...
• 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...
• How to Create a New Event
  Instructions for creating an event in Certain, including creating from scratch, copying an existing Event, and using Templates, then entering required...
• 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, ...
• API 2.0 Developer Information
  Certain API 2.0 developer information that explains REST URL structure, HTTPS Basic Authorization (RFC 2617), content type via Accept header, query pa...
• Certain Product Support
  Certain Product Support services for Certain’s SaaS Application. US business hours Monday–Friday, 5:00 AM to 6:00 PM PST. Submit requests via support ...
• Certain
  Certain captures buying signals from every attendee interaction and routes them to your CRM while attendees are still in the room, with AI-driven inte...
• EVENT ADVISOR
  Event Advisor AI-powered attendee journeys with an AI Advisor personalized agenda, buying signals capture intent from every click, and capabilities fo...
• BUYING SIGNALS
  Buying signals for event engagement. Certain converts attendee interactions into actionable buying signals with an AI signal engine for intent scoring...
• SOLUTIONS
  SOLUTIONS on Certain describes an Event Intelligence Platform that turns every interaction into pipeline, including Launch & Scale Branded Events, Mob...
• SECURITY & PRIVACY
  Certain security & privacy page covering SOC 2 Type II, PCI DSS Compliance, and GDPR Compliance, plus Data Retention Policies, Enterprise Infrastructu...
• LEARNING CENTER
  LEARNING CENTER content for proving event ROI and accelerating pipeline, with customer stories, guides, infographics, and video on demand from Certain...
• TOUCHPOINT
  TOUCHPOINT provides event apps for exceptional attendee experiences with native iOS and Android apps plus a web experience that turn interactions into...
• CERTAIN SIGNAL
  Certain Signal cleans, enriches, and routes event data from your event platform to your CRM, MAP, and sales tools, in real time, with no manual export...
• Certain Greet
  Certain Greet is the on-site check-in and badging app that scans attendee badges, prints badges on demand, and routes attendance to your CRM in real t...
• Event Intelligence
  Event Intelligence provides dashboards, conversational AI, one data repository, and revenue attribution that connect session-level engagement to close...
• Pricing
  Certain offers flexible plans with custom quote pricing for Event Management Platform, Intelligence & Signals, and Touchpoint & Mobile, including Sing...
• THE PLATFORM
  Certain is the AI-powered Event Intelligence Platform that captures buying signals from every attendee interaction and delivers them in real time to y...
• Data Retention Policy
  Certain Information Technology Data Retention Policy. Covers data environments, backup tiers, encryption (TDE, AES-256), DoD 5220.22-M data destructio...
• Let's Connect
  Certain contact page with a message form and strategy call prompt. Includes support contacts via Platform-support.certain.com, Touchpoint-support.cert...
• Certain Blog
  Insights for the AI-forward event marketer. Playbooks, research and product news on turning events into pipeline.
• ABOUT US
  Certain is the event technology partner for organizations aiming to turn exceptional attendee experiences into pipeline and revenue. Powered by AI and...
• 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...
• 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...
• 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...
• Orchestrate At Scale: Turning Signals Into Systems
  Event Intelligence article by Peter Micciche (CEO of Certain) on signal orchestration across capture, real-time delivery, and scalable action, includi...
• 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. The article argues that signal density turns attendee interactions into buying intent through A...
• Beyond Badge Scans: How Smart Sales Teams Extract Real Value from Events
  Certain blog article about extracting real value from events using behavioral intelligence based on buying signals, signal classification, real-time i...
• 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 turns event conversations into sales pipeline, bu...
• Dreamforce 2025 Decoded: Turn Your Next Event into a Revenue Engine
  Dreamforce 2025 Decoded: Turn Your Next Event into a Revenue Engine. Seven event principles covering theme, venue journey, engagement loops, brand exp...
• The Three-Pillar Framework for Turning Event Data Into Revenue Intelligence
  A three-pillar framework for turning event data into revenue intelligence, explaining capture buying signals, deliver signals in real-time, and orches...
• Deep Dive into Event Intelligence: Capturing Event Buying Signals
  Deep Dive into Event Intelligence: Capturing Event Buying Signals explains how buying signals differ from data, lists seven buying signal types, and c...
• Real-Time Signal Delivery: When Speed Meets Context, Revenue Teams Win
  Real-Time Signal Delivery: When Speed Meets Context, Revenue Teams Win explains Pillar 2 of the Event Intelligence framework and defines what “real-ti...
• Introducing Event Advisor: How AI Is Transforming Event Personalization
  Introducing Event Advisor on January 7, 2026, including webinar coverage on AI-powered event personalization, agenda building, timed nudges, and turni...
• Orchestrate at Scale: Events Become Your #1 Growth Channel With Seamless Data Ex...
  Orchestrate at Scale: Events Become Your #1 Growth Channel With Seamless Data Execution explains the third pillar of event intelligence, including rou...
• Stop Asking Boring Event Questions
  Certain’s AI Question Generator helps event planners and marketers stop asking boring event questions by creating practical, insight-driven questions ...
• Events are the Tried-and-True GTM Channel for B2B Companies in 2026
  Events are positioned as the tried-and-true GTM channel for B2B Companies in 2026, with guidance on buyer access, signal capture, and repeatable event...
• From Signals to Revenue: Making Event Intelligence Work for Your Team
  From Signals to Revenue: Making Event Intelligence Work for Your Team explains how Event Intelligence captures buying signals, delivers them in real t...
• PARTNERS
  Certain partner ecosystem page describing partner types and a partner directory, plus sections on the Certain Partner Ecosystem and data-driven event ...
• SERVICES
  Certain services include Consulting Services, Training & Enablement, Global Support, and Customer Success, plus Event Management Services, Global Even...
• CERTAIN EVENTSTREAM
  Certain EventStream brings real-time event data into the Oracle Eloqua campaign canvas. It automates event programs on Eloqua using Certain Signal, wi...
• CERTAIN EXPRESS
  CERTAIN EXPRESS is the fast-start edition of the Certain Platform for webinars, field marketing programs, and high-volume smaller events. It uses pre-...
• Integrations
  Certain Integrations connect marketing and sales ecosystems with connected event operations and insights, including SSO, REST APIs, and Certain Signal...
• HYBRID EVENTS
  Certain HYBRID EVENTS page describes unified attendee experience, platform flexibility, cross-channel signals, AI personalization, unified analytics, ...
• VIRTUAL EVENTS
  Certain virtual events engage virtual audiences and capture digital signals. Virtual signal capture, AI recommendations, real-time analytics, virtual ...
• In-Person Events Easily Planned, Delivered & Repeated
  Certain's event management platform enables planning, delivering, and repeating in-person events with live support and Event Intelligence.
• ALL EVENT TYPES
  Certain “ALL EVENT TYPES” page describes in-person, virtual, and hybrid event formats, badge scan signals captured, lead score 92/100, and push to sal...
• Turn event attendees into pipeline.
  Certain for sales professionals provides event intelligence with real-time buying signals, prioritized lead lists, and CRM integration to turn event e...
• FOR MARKETING EXECUTIVES
  Certain for marketing executives. Event portfolio ROI: Pipeline Generated $4.2M, Influenced Revenue $12.8M, Cost per Lead $47, Avg Engagement 8.4. Eve...
• Certain — Marketing Operations
  Certain connects event programs to your marketing stack for marketing operations. Capture buying signals, use AI-powered personalization, integrate wi...
• FOR EVENT PROFESSIONALS
  Certain for event professionals includes PCI DSS, GDPR, SOC 2 security, an event operations checklist, and a live dashboard for registrations, session...
• Custom Display Fields
  Custom Display Fields are located under Account Settings > Management > Display Fields, where administrators create display fields that appear in Plan...
• Email a group of registrations
  Steps for selecting registrant(s), composing email using an email template, previewing, and sending an email with fields like To, Reply To, CC, BCC, A...
• createCompetitorMeeting
  GraphQL API article for createCompetitorMeeting in Touchpoint, including Competitive meeting rules plus GraphQL mutation, CURL request, response, and ...
• updateMeeting
  updateMeeting GraphQL mutation for updating a meeting in Touchpoint, including arguments, MeetingParams fields, and MeetingParticipantParams for parti...
• updateAgendaSession
  Touchpoint API updateAgendaSession arguments, GraphQL mutation, CURL request, response example, and AgendaSessionParams field definitions.
• 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...
• Create Gathering
  Create Gathering GraphQL mutation with CURL request and GraphQL response for createGathering, including GatheringParams fields: name, startsOn, endsOn...
• Features Overview
  Touchpoint Features Overview details Attendee Mobile App Package Features, interactive app features, and add-ons, including Attendee-to-Attendee Messa...
• Import (Travel)
  Import (Travel) enables importing various types of travel data from CSV files through the Travel Import Wizard. Flight, Flight Inventory, and attendee...
• 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...
• 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 ...
• Session Display Options (Registration Form)
  Session Display Options (Registration Form) help text describing Search & Filters, Filter Details, Button Labels, Display Formats, My Sessions, Verify...
• Questions
  Certain "Questions" page creates custom questions for registration forms, Certain Check-In, and more. It includes steps for Select Question Type, Deta...
• 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...
• Site Setup (Event Website)
  Site Setup (Event Website) instructions for creating and configuring event websites, including required login settings, Google Analytics Tracking ID, ...
• 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 ...
• 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 ...
• 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 ...
• 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...
• 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...
• Itinerary Settings
  Itinerary Settings guide for configuring the appearance and content of the Itinerary PDF, including Itinerary Options, page header, layout colors and ...
• Email Templates
  Certain platform support article describing Email Templates for events, including Registration, Speakers, Reviewer, and Session Reminder templates and...
• Scheduling Emails Guide
  Scheduling Emails Guide for Certain Platform explains how to enable Scheduled Emails, configure Schedule Settings, define FILTERS, and review List of ...
• Account Usage
  Account Usage page administrators generate activity reports for events, Billable Registrations, imports, Test Registrations, and Meeting Requests, and...
• Certain Signal: User Guides
  Certain Signal: User Guides explains how to configure and use Certain Signal to integrate with third-party applications, including Marketo, Eloqua, Sa...
• Support Center
  Knowledge base and resources for Certain Platform workflows, guides, and API documentation.
• Assigning User Types
  Overview of available user types and how to assign access and permissions in Certain.