📄 Content Pages

• QR Code for App Download
  Instructions to download and use the QR code embedded with the App Info URL for Touchpoint apps.
• Managing a Live Poll from the VIP Portal
  Instructions for managing a live poll from the VIP Portal, including login, selecting polls, editing questions, displaying questions, and projecting r...
• Wi-Fi Requirements
  Guidance on Wi-Fi considerations for Touchpoint app at events, including bandwidth usage, app data sync, and live polling considerations.
• VIP Exhibitor Portal
  Documentation for exhibitors on how to use the VIP Exhibitor Portal to view and edit profiles, upload materials, manage staff, tailor lead capture for...
• VIP Speaker Portal
  The VIP Speaker Portal enables speakers to view and edit their profiles, access session surveys, upload presentations, and run live polls for events.
• Lead Retrieval - Feature Overview
  Overview of the Lead Retrieval feature including administrator/VIP portal and lead scanning instructions.
• Supported Devices
  Device version requirements for Android and iOS to run the Event App
• Creating a Password and Logging In
  Instructions to request a password, check email, and create a password for the Touchpoint app.
• Touchpoint Release (July 2025)
  Updates for the Touchpoint July 2025 release, including agenda navigation, messaging controls, and CMS announcements.
• How to enable Attendee-to-Attendee Messaging
  Instructions to enable attendee-to-attendee messaging in Touchpoint by turning on the feature in the event dashboard.
• Sponsorship Opportunities
  Guide to sponsorship opportunities within the Certain Touchpoint app, including rotating home page images, session ads, news stories, and exhibitor li...
• Security: Client Roles and Responsibilities
  Overview of Touchpoint security responsibilities, including CMS account access, auto logout, password requirements, and reporting security concerns.
• Bulk Uploading Translated Content
  Instructions to bulk upload translations in Touchpoint by exporting primary language content, translating in Excel, and re-importing.
• Event Templates
  Overview of Event Templates in Touchpoint, including creation, application, included content, and content that does not apply.
• Event Info, Event Icon, and Event Settings
  Guide to editing event information, icon, and settings in Touchpoint.
• Meetings
  Overview of the Touchpoint Meetings feature for scheduling 1x1 or small group meetings with attendees, speakers, and sponsors.
• Content
• Exporting Content from a Previous Event to a Future Event
  Instructions to export content from a previous event to a future event in Touchpoint CMS, including exporting to Excel and importing.
• Participant Type
  Guidance on grouping users by role and restricting features by Participant Type in Touchpoint.
• Maps and Locations
  Overview of how to create and manage image maps and street maps in Touchpoint, including adding maps, pins, and locations.
• In-App Links
  Guide to creating in-app links in Touchpoint using the WYSIWYG editor and CMS URL conversion to touchpoint:// deep links.
• Custom Fields
  Overview of custom fields for Attendees and Exhibitor Leads, including types, read/write settings, display rules, and precedence.
• Multiple Languages
  Learn how to add translation support and use translation fields for multi-language content in Touchpoint.
• My Credits
  Overview of My Credits settings, credit types, session credit values, certificates, and related actions.
• Live Polling
  Guide to using Live Polling with Touchpoint, including moderator instructions, branding images, getting started, playback, and display options.
• Links Feature
  The Links feature lets you create and manage a list of webpages and files to load in the app or externally.
• Lead Retrieval - Feature Setup
  Instructions to add and configure the Lead Retrieval feature, edit custom fields, grant access, and use the VIP Portal for exhibitors.
• Info Feature
  Instructions for creating Info items, adding images, applying theming colors, and bulk uploading via spreadsheet.
• Exhibitor Feature
  Overview of exhibitor feature options including check-ins, related links, videos, comments, favorites, attendees, and lead capture in the Touchpoint a...
• Capacity Planning
  Capacity planning is an extension of the Agenda feature for managing session capacity in Touchpoint.
• Attendance Tracking
  Attendance Tracking enables scanned check-ins for sessions by matching QR codes to Lead Codes, with authorized users, badge printing guidance, and att...
• Submit a request
  Form to submit a support request including email, priority, subject, event info, date, description, and attachments.
• TouchPoint - Web Home Layout Webinar
  TouchPoint webinar recording page in the webinar recordings section.
• Touchpoint - Attendee Engagement
  Webinar recording on Touchpoint Attendee Engagement covering Activity feed, Badge Game, Live Polling, and Survey.
• Touchpoint Stream Webinar
  Touchpoint Stream webinar article describing how the platform hosts interactive virtual and hybrid events and consolidates event content and data.
• Touchpoint Dashboard Training - June 2021
  Agenda and resources for Touchpoint Dashboard Training, June 2021, including settings, submission process, and layout features.
• Touchpoint - Getting Started
  Getting started guide for Touchpoint, including a video training series and related articles.
• Touchpoint User Dashboard Training
  Touchpoint User Dashboard Training article in the Touchpoint Support Center with a video tutorial.
• Tagging Attendee* Statuses & Sessions - Required for Attendees
  Guide on tagging attendee statuses and sessions required for attendees in Touchpoint.
• Speakers and Sessions from Platform to Touchpoint
  Overview of how speakers and sessions transfer from the Platform to Touchpoint in the Touchpoint Knowledge Base.
• What Flows Over from Platform to Touchpoint
  Support article describing data flows from Platform to Touchpoint.
• Editing Your New Touchpoint Event
  Support article explaining how to edit a new Touchpoint event, with a video demonstration and related articles.
• Prepare to Publish - Required Items for App Submission
  Support knowledge base article about the required items for app submission in Touchpoint.
• Editing Your New Touchpoint App Settings
  Instructions for editing the settings of a new Touchpoint app.
• Sample App Announcement Text
  Instructions and sample text for announcing a mobile app for an event, including login and download steps.
• NEW Badge Game UX
  Guide to designing and managing the Touchpoint interactive badge game, including badge images, rules, goals, and promotion.
• Certificates And Provisioning
  Instructions for creating and sharing certificates and provisioning profiles required to publish an app to the App Store.
• Web Homescreen Layout
  Instructions for creating and configuring a Web Home Layout in Certain Touchpoint, including sections, panels, and settings.
• Touchpoint Stream
  Guide to setting up and managing Touchpoint Stream, including feature settings, creating streams from Agenda or Videos, broadcasting, and presenter to...
• Agenda Bulk Upload
  Guidance for bulk uploading agenda sessions into Touchpoint, including required fields, mappings, and import steps.
• Launch Image
  Instructions for configuring and uploading the Launch Image in Certain Touchpoint.
• Color Theming
  Details on color theming including defaults, tool usage, editor mappings, and non-themable items.
• iPad Homescreen Layout
  Documentation detailing iPad home screen panel types and panel settings for Touchpoint.
• Phone Homescreen Layout
  Documentation describing the Phone Homescreen Layout and panel configurations for the Certain Touchpoint app.
• Marketing Ideas
  Guidance on promoting your event app with Touchpoint, including announcements, highlights, and distribution tactics.
• App Store Submission
  Guidelines for submitting apps to Apple App Store and Google Play Store, detailing titles, keywords, descriptions, and image/icon requirements.
• Login Options
  Overview of Touchpoint login options, including pre-defined attendee lists and no pre-defined attendee lists, with details on Planner-Created, Attende...
• App Content Checklist
  Guidance for preparing app content and submission assets for Touchpoint apps.
• Process Timeline
  Best Practice Process for Client Success for Event App Timeline/Checklist.
• Developer Account Setup
  Guidance on enrolling in the Apple Developer Program and granting App Store Connect access.
• GatherNow App Publishing
  Guide to publishing events to the GatherNow app and enabling user access via the CMS and App Store.
• Troubleshooting On Site
  Step-by-step guidance for troubleshooting access issues to the Touchpoint On Site app, including unlocking attendees, password checks, and dashboard o...
• Bulk Uploading Content
  Guidance for bulk uploading content to Touchpoint using separate spreadsheets and the Import Content workflow.
• Features & Menu
  Guide to configuring features, button order, and icons for the Features & Menu in Touchpoint.
• Image Specifications
  Specifications for app icons, launch images, and banner images for Touchpoint.
• Related Links
  Related Links let you attach reading materials or presentations to resources such as Agenda Sessions, Attendees, Showcases/Exhibitors, News Stories, T...
• Agenda Feature Settings and Management
  Details on agenda feature settings and management in Touchpoint.
• Activity Feed
  Documentation on the Activity Feed feature, including settings, home screen panel, moderation, and scheduling posts.
• Attendees
  Instructions to manage attendees in the CMS, including adding attendees, setting passwords, checking messages, and managing credits, check-ins, badges...
• Threaded Messages
  Guidance on using threaded messages in Touchpoint, including group messages and scheduled messages.
• Groups & Terms
  Guidelines for creating and managing Groups and Terms to filter lists in Touchpoint.
• Support Center
  Knowledge base about designing, planning, and creating your app.
• Scheduling and Publishing Sessions
  Instructions for scheduling sessions using the Session Scheduler, including location-based and location-free scheduling, automatic publishing, and mas...
• Registration Groups in Certain
  Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.
• Email Analytics Frequently Asked Questions
  FAQ covering dashboard refresh, statuses, tracking, retention, and CAN-SPAM compliance for Email Analytics.
• Adding percentage based discounts to your Event
  Guide on creating and applying percentage-based discounts to event registrations, including promo codes and logic-based discounts.
• How the setting "Incomplete registrations count against Capacity/Inventory for _...
  Explains how the Incomplete registrations setting reserves capacity and how time limits affect form availability.
• Content Display
  Details on configuring Display Fields, Content Blocks, and Display Rules for event forms, websites, and emails in the Certain platform.
• Improved Asset Management
  Guidance on managing Event and Account assets, including uploading, viewing, and inserting assets into Websites.
• Cancelled & Postponed Event Statuses
  Guidance on notifying registrants of cancelled or postponed events and updating event statuses in Certain.
• Adding Existing Profiles to a New Event
  Instructions to add existing Profiles to a new Event either by importing Registrations or by inviting Profiles.
• Concurrent Registrations on Forms - Error: Please wait; the page will be automat...
  Explanation of the 'Please wait' error when the maximum number of Concurrent Registrations is reached and troubleshooting steps.
• Countries Available in Certain
  How Certain uses the ISO Country list to determine which countries are available in the Country drop-down and how to enable the Country field in regis...
• Event Component Descriptions and Navigation
  Overview of navigating the main event components in your account, including the Event List and event-specific tabs such as Plan, Promote, Manage, Enga...
• Settings: Custom Statuses
  Guide to creating and managing custom registration statuses in Certain's event planning platform.
• Event Setup: Contact
  Information on creating and editing Registration Contacts and how contact information appears in emails, on the website, and on forms.
• Event Setup: Attendee Types
  Overview of Attendee Types, their uses, and how to set up new Attendee Types in an event.
• Event Setup: Details
  Details page for configuring Event basic information in the Certain platform, including Event Details, Location, Contacts, Custom Data, and currency l...
• Email Alerts
  Documentation on configuring email notifications when inventory thresholds are reached for attendee types or agenda items.
• Event Setup: Suppliers
  Instructions to add suppliers for an event in the SMM module of Certain.
• Accommodations Guide
  Overview of the Accommodation Module in Certain, including enabling, workflow, hotels, room types, blocks, sub-blocks, forms, roommates, and registrat...
• Troubleshooting Data Fields in Emails
  Guidance for diagnosing dynamic data field display issues in templated emails when recipients are marked as Test Registrants.
• Web Integration Links
  Instructions for enabling Web Integration Links and adding new links to customize attendee communications.
• What to do when registrants do not receive emails - SPF/DKIM/DMARC Failure
  Troubleshooting steps for email deliverability when SPF, DKIM, or DMARC checks fail in Certain's event emails.
• On Hold Status in Scheduled Emails
  Details about how On Hold affects copied events and scheduled emails, and how to revert or remove On Hold status.
• Fully customize an Email Template in Certain
  Guidance on creating fully customized email templates for events or forms in Certain, including styling tips and an example.
• Best Practices: Email Deliverability
  Guidance on ensuring email deliverability from Certain, including DMARC, SPF, DKIM, and best practices.
• Creating a Registrant's Password
  Instructions to change or create a password on a Registrant's behalf by locating the Registrant on the Event Dashboard, editing their registration, an...
• Missing Potential Duplicates under Registrations To Review
  Guide on locating potential duplicate registrations when an event has many registrations, including using Excel for large data sets.
• How to indicate 'CC Assistant Email' or 'CC Additional Email' when Importing Reg...
  Guidance on mapping CC fields during registration import for Assistant Email and Additional Email.
• How do I import gender with my invite list
  Instructions for importing gender values when importing invite lists into the system.
• How to change the Font Size or Remove the Underline for Hyperlinks on Forms and ...
  Instructions to customize hyperlink appearance on forms and websites using CSS, including example code.
• Managing Registrations: Working with Profiles
  Overview of managing registrations by working with profiles, including creating profiles, importing registrations, inviting profiles to events, and vi...
• Modifying Registration Details
  Instructions to locate and modify a registration in Certain.
• Troubleshooting - Payment Info Saving but not Processing on Complete Registratio...
  Step-by-step troubleshooting for payment processing on complete registrations in Certain's form-based payments.
• Troubleshooting - Unable to Change Event's E-Commerce Account
  Troubleshooting steps for changing an event's E-Commerce account in Certain, including currency lock and restoring deleted accounts.
• Tips – Chargebacks, Adjustments, Test Payments, and Refunds
  Guidelines for handling chargebacks, adjustments, test payments, and refunds within payments and transactions.
• E-Commerce Accounts - Errors Received Through Cybersource Payment Attempts
  Overview of common Cybersource payment errors and steps to resolve them.
• Administrators - Cybersource Setup Requirements
  Instructions for administrators about Cybersource setup requirements in Certain Platform.
• Administrators - PayPal Setup Requirements
  Instructions for administrators to configure a PayPal account within Certain, including gateway account settings and field definitions.
• Administrators - Authorize.Net Setup Requirements
  Instructions for administrators on Authorize.Net gateway account settings, including API ID, API Login ID, Transaction Key, and POST URLs.
• Administrators - E-Commerce Verification Settings
  Options for configuring E-Commerce verification settings in Certain, including AVS verification, ZIP and street matching, and CSC collection.
• Administrators - Enabling E-Commerce for Payment Processing
  Information for administrators on how e-commerce works and how to configure within Certain.
• Invoices
  Instructions to set up and configure invoice templates in Certain, including template creation, options, and batch/invoice generation.
• Managing Registrations - Cancellations and Refunds
  Instructions to set up cancellation fees, cancel registrations and agenda items, and process refunds.
• Configuring Your Event's Payment Options
  Instructions to configure event payment settings, including selecting an online processing account, payment options, transaction limits, and optional ...
• Enforcing email uniqueness and addressing form login errors for existing email a...
  Guide on enforcing email uniqueness for forms and handling 'A registration already exists' errors in Certain.
• Form Entry & Security
  Instructions for using an Entry Page on a Form, including adding Entry Page to a Form Sequence, setting up a waiver, and login options.
• How to Setup Event Waitlist Option
  Instructions to enable and manage Event Waitlist when event capacity is reached, including configuration of statuses and emails.
• Error when no Form in the Event is marked as Primary
  If no Form in the Event is marked as Primary, a server error occurs when Display Rules reference the Primary Form in an Email Template.
• The Consequences of Changing Your Event Code
  Overview of the consequences of changing an event's Event Code in Certain Platform, including file path, image access, and Touchpoint integration impa...
• Assigning Speaker Attendee Type Using Logic
  Steps to auto-assign a Speaker Attendee Type to speakers via form logic in Plan.
• Marking a form as "Primary" - What does this do
  Explains the effects of marking a form as the Primary form, including how it affects emails and display sections.
• Form Password Options
  Two methods to help Registrants access password-protected forms: Forgot Password email templates and Reg ID URL approach.
• Attendee Type Waitlisting - How does it work?
  Instructions for manual waitlisting: identify waitlisted attendees, set Reg status, configure rules, and notify waitlisted attendees via custom HTML.
• Upload Embedded Google Map to Forms
  Instructions to embed a Google Map into a form by copying the embed HTML.
• How to enable a Forgot Password Reset Link
  Guide to enabling the Forgot Password reset link for Registration Forms on the Certain platform.
• How to Remove a Blank Page Generated by Logic
  Instructions to remove a blank page caused by form logic by adding a Custom HTML section with JavaScript to auto-submit.
• How can I receive an email when someone registers for my Event
  Instructions to copy Confirmation Emails to a specified email address via the cc field in the Confirmation settings.
• Do I need to delete Test Registrations before going Live?
  Guidance on whether to delete Test Registrations before changing an Event status to Live in the Certain platform.
• How to Close Registration for an Event
  Instructions to close event registration by updating form close date or event status, with notes on how statuses affect forms.
• System Timestamps
  Certain date-time stamps are displayed in PST on the administration side; event and form times follow PST and calendar zones.
• Roommate Matching
  Overview of the Roommate Matching feature in Certain's planning platform, including Auto-Match, preferences, pending and matched tabs.
• How to set up a Form's Entry Page
  Guide to configuring the Entry Page for a Form, including permissions, waivers, security, passcodes, SSO, and messaging.
• How to set up Custom Registration Questions
  Guide to creating and configuring custom registration questions for events, including question types and display options.
• Modifying Event Settings under Event Options
  Instructions for configuring Event Settings and Modules in the Event Options page.
• General FAQ - Streamline Agenda Item Entry
  Instructions to streamline agenda item entry using Import and Export in the Certain agenda module.
• General FAQ - About Event Websites
  Overview of event websites, including definitions, scope, and setup details.
• General FAQ - Publishing Forms and Websites
  Instructions on publishing online forms and websites in Certain, including how URLs are created and delivered to attendees.
• General FAQ - Setting Up Websites
  Overview of how event websites are used and the default pages available in a new website.
• General FAQ - Importing Registration Data
  FAQ detailing methods to import registrations for an event, including external data files and CRM connectors, and creating registrations from profiles...
• General FAQ - Managing Registrations
  Overview of how registrations and profiles are created and managed for events in Certain.
• General FAQ - Setting UP Online Forms
  Overview of online registration forms and their sections for event registration.
• General FAQ - Setting Up Online Forms
  Instructions for creating and using online registration forms, including form sections and setup details.
• General FAQ - Setting Up Users
  Overview of creating and managing system users and assigning user types in Certain.
• General FAQ - Setting Up an Event
  Comprehensive guide to setting up an event in Certain, including event details, attendee types, agenda items, and display settings.
• Reports FAQ - Collecting Multi-Event Data for Consolidation Reports
  FAQ about collecting multi-event data for Consolidation Reports and using custom questions in Certain.
• Reports FAQ - Define Report Export Actions
  As part of a report's setup, you can specify up to three Mass Actions to be triggered automatically when the report is exported. Exports can be automa...
• Reports FAQ - Event Agenda Summary Report
  Overview of the Event Agenda Summary Report in the Certain Help Center, including export, hyperlink behavior, and definitions of status counts and inv...
• Reports FAQ - Report Subtotals
  Help article detailing how to display subtotals in reports, including printable formats, grouping, and notes.
• Reports FAQ - All Registrations by Status Report
  The All Registrations By Status report shows complete and incomplete registrations grouped by registration status for an event.
• Reports FAQ - Completed Registrations by Answer Report
  Overview of the Completed Registrations by Answer Report, including totals by answer options and non-selections.
• Registration Overview
  Overview page for administrators detailing the data sections in the Registration area of Account Settings.
• Administration Overview
  Administration overview for administrators to navigate account settings in the Certain platform.
• Define Report Export Actions (Setup)
  Instructions to configure automatic Mass Actions during report exports in Certain.
• Choose Report Filters (Account Reports)
  Instructions for using report filters in Account Reports, including Date Filters, Standard Filters, Drill-Down Filters, and Advanced Filters.
• Content
• Pick Report Columns (Account Reports)
  Guidance on selecting and arranging data columns for account reports in the Certain platform.
• Report History
  Page describing the history of generated reports and how to download history data.
• Custom Report Header and Footer (Account Settings)
  Guidance on adding and formatting custom headers and footers for Certain reports, including PDF and Excel formats.
• Report Setup (Profiles)
  Instructions to create and modify custom Profile reports, including setup steps, report types, and configuration options.
• Profile Reports
  Use this page to create and run reports on profiles in your Certain account, including attendees, speakers, and reviewers.
• Custom Profile Information
  Overview of custom profile questions, their setup by the account administrator, and the available question types in the Certain Help Center.
• Email (Profile)
  You can send Email messages to individual profile contacts using the Email page, including To, Reply To, CC, BCC, Subject, and Message fields, with an...
• Profiles Area Options
  Overview of the Profiles Area Options, including finding, editing, adding, and importing profiles, and how registrations link to profiles.
• Changes Reports
  Overview of Changes Reports, including settings, running, copying, and notes for tracking changes between report data over time.
• Speaker Catalog Designer
  Instructions to set up a Speaker Catalog in an event that has Speaker and Session Management and Conference Sessions sub-module enabled.
• Conference Catalogs
  Guide to managing session and speaker catalogs in the Certain Platform.
• Review Sessions (Reviewer Portal)
  Documentation for configuring the Reviewer Portal page used by reviewers to review assigned sessions.
• Pages (Reviewer Portal)
  Instructions for managing pages in the Reviewer Portal, including adding, editing, and ordering pages.
• Branding & Footer (Reviewer Portal)
  Guidance on branding settings for the Reviewer Portal, including logos, header graphics, and sponsor links.
• Reviewer Layout (Reviewer Portal)
  Instructions for configuring the My Information page shown to reviewers in the Reviewer Portal.
• Session Catalog Designer
  How to set up and configure a Session Catalog using the Session Catalog Designer in Certain Platform.
• Login (Reviewer Portal)
  Configuration guide for the Reviewer Portal login page, including background graphic, sign-in options, and layout.
• Site Layout (Reviewer Portal)
  Guide to color palettes and navigation bar settings for the Reviewer Portal in an event.
• Settings (Reviewer Portal)
  Page to view and edit general settings for the event's Reviewer Portal, including Google Analytics tracking, URL, and display formats.
• Reviewer Portal
  Prerequisites and navigation for configuring the Reviewer Portal in events, including required modules and session layout settings.
• Tier: Add/Edit
  Instructions to add or edit a Tier in Certain's event management system, including fields, privileges, emails, and recommendations.
• Tiers
  Help article describing how to manage tiers for reviews in the Speaker and Session Management module.
• Content
• Sessions (Manage Reviews)
  Instructions for managing session reviews, including Submitted, Under Review, and Approved lists, filters, and tiered review workflows.
• Session Reviews
  Dashboard page summarizing the current status of session reviews in the Speakers and Sessions management module.
• Submit Abstract (Speaker Portal)
  Guide to configuring the Speaker Portal page for submitting abstracts and managing speaker information.
• Conditional Logic (in Speaker Portal)
  Instructions to add conditional logic to a Speaker Portal page by defining rules and conditional sections.
• My Session Details (Speaker Portal)
  Help article describing how to configure the My Sessions page in the Speaker Portal, including layout, fields, and conditional logic.
• PDF Document
• Promo Codes – Quick Guide
  Promo Codes Quick Guide is a brief PDF describing how to set up Promo Codes for use in an event. The Registration Groups as Promo Codes sub-module mus...
• Event Promo Code Import Wizard
  Instructions to import promo codes for an event using the Event Promo Code Import Wizard.
• Discount Import Wizard
  Instructions to import discounts via CSV using the Discount Import Wizard, including preparing the CSV and mapping fields.
• Auto-Match Roommates
  Guide to the Auto-Match Roommates feature, including summary, auto-match process, and roommate matching preferences.
• Pending Roommates
  Page describing pending roommate requests and how to approve or decline them.
• Account Room Types
  Instructions for managing account-level Room Types used in Accommodation Blocks at events.
• Import Room Reservations
  Guide to importing attendees' accommodation reservations via Excel or CSV in Certain.
• Import Accommodation Blocks
  Procedure for importing accommodation blocks from a CSV file using the Accommodation Import Wizard.
• Accommodation Import
  The Import page under Accommodation lets you import Blocks or Room Reservations.
• Accommodation Sub-Block Information
  Guidance on creating and managing accommodation sub-blocks within the Certain platform.
• Hotels
  Page describing how to set up hotels for events, including hotel records, blocks, and supplier details.
• Accommodation Statuses
  Define Booking Statuses and Action Codes for attendee accommodation bookings; used for internal event planning.
• PDF Document
• Import (Travel)
  Instructions for importing travel data via CSV in the Travel module, including data types, file prep, and import steps.
• Flight Packages
  Instructions for managing flight packages within the Travel Packages sub-module, including adding, editing, exporting, and selecting flights.
• Website FAQ Page
  A generic page to display static content on the public side of the website.
• Events Calendar Web Page
  Help article describing the Events Calendar Web Page and its display options.
• Events List Web Page
  Describes the Events List Web Page in the Certain Help Center and how to customize the events list and its columns.
• Event Details Page
  The Event Details page in the Certain Help Center allows selecting an event to display event-specific Dynamic Data Fields.
• Web Site Home
  Generic Home page for placing static content on the public side of the website.
• Website Display
  Information about the Website Display shell and dynamic data fields used to build admin-side website shells.
• Account Websites
  Overview of account-level websites and how to add, view active/inactive, edit, preview, and manage favorites.
• Copying Consolidation Reports
  Instructions to copy an existing Consolidation report in Certain's Consolidation module.
• User-Defined Column Details (Consolidation Reports)
  Instructions for creating and managing user-defined columns in Consolidation Reports within the Certain platform.
• Define Report Export Actions (Events)
  As part of a report’s setup, up to three Mass Actions can be automatically triggered at the time the report is exported.
• Custom Report Header and Footer (Consolidated Reports)
  Instructions to add and format a custom header and footer for Consolidated Reports in the Certain Help Center, including supported output formats and ...
• Choose Report Filters (Consolidation Reports)
  How to use Date Filters and Advanced Filters to refine data in Consolidation Reports.
• Pick Report Columns (Consolidation Reports)
  Instructions for selecting and ordering data fields in Consolidation Reports, including custom data notes, row numbers, sorting, and column headers.
• Select Report Subtotals (Events)
  Documentation on displaying subtotals within groups for event reports, including per-group subtotals, optional group counts, and how to choose Sum, Ma...
• Choose Report Grouping (Events)
  Documentation on grouping report data by summary groups in Certain Help Center.
• Specify Report Display Options (Events)
  Page with options for report display and print settings for events reports.
• Report Setup (Consolidation Reports)
  Information about creating and managing Consolidation Reports across multiple events.
• Payments and Refunds Summary – Current Account
  A summary of all payments and refunds for all of the events in the current account, grouped by the payment type and date processed.
• Payments and Refunds Summary – Including Sub-Accounts
  A summary of all payments and refunds for all events in the current account and sub-accounts, grouped by payment type and date processed.
• Content
• Allowlist IPs for Support Emails
  Instructions to allowlist the IP address range used for Certain support emails.
• Certain Check-In iOS Quickstart Guide
  A brief guide to using the Certain Check-In iOS app for on-site attendee check-in and walk-ins.
• Managing Check-In Badge Printing Quality on Windows Devices
  Guidance on Windows badge printing differences and how to adjust settings to improve check-in badge quality.
• Certain Badge Printers
  Guidance for selecting on-site badge printers, including iOS and Android considerations and network issues.
• Content
• Printing Badges on Avery Templates Not Available in the Certain Badge Layout Edi...
  Guidance on using Avery Design & Print Online templates with Certain badge layouts when not available in the Certain Badge Layout Editor.
• Managing Internet Connection Speeds
  Guidance on verifying and optimizing internet connection speeds for events using Certain, including speed tests, browser adjustments, and security sca...
• Certain Check-In Hardware Guide
  Devices and printer recommendations for using Certain Check-In.
• Badges Guide
  Guide to configuring and generating badges in Certain, describing Badges V2 features and workflow.
• Event Intelligence - Event Registration Chronicles
  The Event Registration Chronicles dashboard analyzes the pace of registrations across a series of events, with filters and screenshot mode for present...
• Event Intelligence - Review the performance of multiple events
  Overview of the Event Program Analysis dashboard within Certain's Event Intelligence, detailing how it tracks registrations, attendees, and cost metri...
• Event Intelligence - Review the performance of a single event
  Guide to using the Performance Dashboard for a single event in Event Intelligence, including totals, demographics, and session data.
• Event Intelligence - Key Metrics
  High-level Key Metrics dashboard for event performance across registrations, attendance, engagement, and ROI.
• Removing Attendees from Certain Platform when the Event has a Touchpoint Integra...
  Instructions for removing attendees from Certain Platform when the event is integrated with Touchpoint.
• Updating Speaker Information in Touchpoint
  Special considerations for updating speaker information in Touchpoint when speakers are synced from Certain Platform or added directly in Touchpoint.
• Syncing Registrants to Touchpoint from Platform
  Steps to tag registration statuses with Touchpoint: Synced to pull registrants into Touchpoint from Certain Platform.
• Passing Field Information to a Form Via the URL
  Guide on passing data to a Certain form via URL using GET and POST methods, with examples and security considerations.
• Certain EventStream Guide
  Guide to installing and using Certain EventStream within Oracle Eloqua, including prerequisites, installation, configuration, and usage.
• Duplicate Profile Usernames And Deleting Profiles
  Guidance on handling duplicate profile usernames and deleting profiles in Certain's Help Center.
• Importing Registrations
  Instructions for importing and updating Registrations using key fields such as Profile Unique ID, External ID, and Username.
• Special Characters on Content Block and Display Rules
  Best practice not to include special characters in the Name field of Content Blocks and Display Rules; including them can cause a server error or caus...
• Avoiding Content in an Event being Overwritten
  The article explains how content in an event can be overwritten by using multiple browser tabs and how to prevent it.
• Creating a Registration Profile in an Event for Existing Speakers
  Instructions to create or link a Registration Profile for an existing Speaker in an Event, using a Form or not using a Form.
• Session Speaker Integration - Touchpoint
  Guidance on attaching speakers to sessions and session instances for Touchpoint integration in Certain Platform.
• Content
• Content
• Deleting and Restoring Single or Multiple Registrations
  Instructions for deleting and restoring test registrations in an Event, including single registrations and multiple registrations.
• Adding Speakers to Sessions vs. Session Instances
  Instructions for managing Master Speakers and instance speakers for sessions in Certain's platform.
• Speaker Portal Page Logic
  Details on adding display logic to Speaker Portal pages, including how to add conditional sections and naming conventions.
• Controlling Which Sessions Display on the Session Catalog
  Guide to filtering and displaying sessions in the Session Catalog, including highlighted and promoted sessions and default filters.
• Magazine, Promoted, and General Styles for Speaker and Session Catalogs
  Overview of the three display styles for speaker and session catalogs and how to configure highlighted and promoted sessions.
• Adding Catalogs, Syncing Sessions and Speakers in the Catalog List
  Multiple catalogs can be created for a single event with separate displays for VIP or General attendees, or to highlight a speaker and their sessions.
• Approvals and Recommendations
  Session Reviewers can create and manage recommendations across review tiers, including automatic processing.
• Setting Up Reviewers -- Adding/Importing/Login
  Instructions for creating, importing, and emailing reviewers for session reviews on the Certain platform.
• My Sessions Layout
  Instructions for configuring and editing the My Sessions layout in the Speaker Portal.
• Speaker Portal My Information Layout
  Instructions for configuring the My Information page in the Speaker Portal, including edit permissions, layout propagation, field management, and phot...
• Speaker Portal Access: Submit a Proposal & Sign In
  Overview of submitting a proposal for the Speaker Portal and signing in, with setup instructions for portal pages and login.
• Catalog - Designing the Registrant Login Session Experience
  Documentation on configuring the registrant login and session display experience in the catalog.
• Themes, Best Practices, Misc - Adding JavaScript, Images size for Banner, etc
  Tips and best practices for theming and configuring session catalogs, including where to find themes and how to use Additional Settings.
• Reviewer Portal Page Layout
  Instructions for editing the Reviewer Portal pages, including the Portal page, profile layout, and session layout.
• Single or Multiple Session Review Tiers
  Guide describing how to create up to five session review tiers, including default tier, visibility, privileges, email templates, and recommendations.
• Session Advisor FAQ's - Session Catalog
  FAQ about Session Advisor AI in the Session Catalog, including how it works, setup, performance, and privacy.
• Content
• Using Inline vs. Display Logic
  You can display form content based on conditions using Inline Actions (on the same page) or Display Actions (on a separate page).
• Using a Table to Display Agenda Items in the Form
  Instructions for displaying agenda items in a form using a table in the Certain Help Center.
• Special Characters in Display Rule or Custom Block Name
  Guidance on avoiding special characters in Display Rule and Custom Block names to prevent errors in emails.
• Power Template - Creating & Navigating the Power Template
  Guide to creating and navigating the Power Template in the Certain platform.
• PDF Document
• Administrators - Account-Level Custom Profile Data
  Overview of account-level profile data, default fields, and how to manage custom questions and mappings in Certain Platform.
• Advanced Template
  Documentation for creating and editing the Advanced Template in the Certain platform, including Display Fields and Content File usage.
• Basic Template
  Documentation on how to create and edit the Basic Template, including content file structure and configuration options.
• Add To Calendar Updates
  Upcoming changes to Add to Calendar with AddEvent integration in the Certain platform (7.1.7).
• Power Template - Understanding the Style Options
  List of style options for Power Template, including Button, Agenda, Speaker, Sponsors, Form, Header, Dark Background, FAQ, and Footer styles.
• Adding Questions to a Form
  Guide on adding Custom Profile and Registration questions to a form using Registrant Details, Question Sections, and Logic Rules.
• New Report Updates in 8.0
  Improvements to the Event Reports area in Certain Platform 8.0 include a redesigned Report List page, clearer Report Type guidance, grouped Data Field...
• Pay.gov - Response 4054
  Guidance on Pay.gov Response 4054 data validation errors and fixes.
• Mass Action Report Error
  Help center article describing how to resolve the 'The mass action is currently being run in another active request' error in Mass Action reports.
• Extracting all attendees' information
  Instructions to create an account-level report to export attendee data including agenda and sessions.
• Custom Display Fields
  Instructions for creating and using custom display fields in the Certain platform.
• ACH Refunds
  Information about ACH refunds when using Certain Platform and instructions for processing refunds outside the platform.
• Incomplete Registrants And Cancellation Fees
  Cancellation fees are not assigned for incomplete registrations; guidance to ensure fees apply by marking Complete and reviewing Attendee Type.
• Partial Refunds
  Guide to issuing partial refunds in the Certain Help Center.
• How to Delete Images and Files in an Event or an Account
  Instructions for removing images and files from the Assets section of an Event or an Account.
• Deactivating a User From An Account
  Administrators can deactivate users by changing their status to Inactive; deletion is not supported in the workflow.
• Integration Settings Needed for Stripe Payment Processor
  Information on integration settings to use a Stripe account as a payment processor in an event, including unsafe processing warnings, editing settings...
• Using Agenda Items and Logic Rules to Apply Discounts
  Instructions for using an agenda item and a logic rule to apply discounts on a registration form.
• Content
• Removing Access to a Sub-Account
  Instructions to remove access to a Sub-Account in Certain Platform; deleting Sub-Accounts is not supported.
• Adding/Removing Full Credit Card Information Access for a User
  Instructions to grant or revoke full credit card number access for a user, including PCI considerations and steps to modify permissions.
• Fees - Expiration and changing amounts
  Explains how fees expire and how to change fee amounts in Certain, with examples and screenshots.
• Partial Payments with Additional Registrations
  Guidance on managing partial payments for additional registrations, including marking registrations complete and handling separate payment and registr...
• Changing the Currency Used in an Event
  Information on how to change the currency type used in an event, including constraints and steps to change the payment processor.
• Sending Confirmation Emails When Allowing Partial Payments on a Form
  Instructions for sending confirmation emails to registrants who have made partial payments by creating a partial payment email template and a logic ru...
• Using Reports to Check if Emails Were Sent
  Instructions to create and filter a Registration History Report to identify registrants who received a sent email.
• Mass Download of Profile Images using a Report
  Instructions to mass download attendee profile images by creating a Registrations report and adding a custom column for image file paths.
• Using Google Analytics to Track Events in Certain
  Guide to configuring Google Analytics integration in Certain, including how to obtain a Tracking ID and where to add it.
• Content
• Account Structure and Sub-Account Management
  Guide to creating and managing Sub-Accounts within an Account on the Certain platform.
• Creating User Accounts
  Instructions to create and manage Users within your Account and Sub-Accounts in the Certain platform.
• Reports: How to create a Registration Changes Report
  Step-by-step guide to creating a Registration Changes Report in the Certain platform, including setup, locking, wizard steps, and export formats.
• Primary Display Setup
  Guidance on configuring the Primary Display: background color, fonts, page width, alignment, header/footer, and dynamic data fields.
• Extended Display Options
  Extended Display controls the look and feel of Event Forms, Websites, and Emails through HTML-based customization.
• 2025 Fall Release #4 (8.3.40)
  Release notes for 2025 Fall Release #4 (8.3.40), including enhancements, bugs, tool tips, and user updates.
• 2025 Fall Release #3 (8.3.39)
  Release notes for the 2025 Fall update 8.3.39, including enhancements, bug fixes, and reporting changes.
• 2025 Fall Release #2 (8.3.38)
  Fall 2025 release notes for version 8.3.38, detailing bug fixes across Content Blocks, Forms, Attendee Types, Payment Processing, and Reporting.
• 2025 Fall Release #1 (8.3.37)
  Release notes for 2025 Fall Release #1 (8.3.37), including bug fixes for Agenda Display Options, Registration search, and Session Import.
• 2025 Summer Release #6 (8.3.36)
  Release notes for the 2025 Summer Release #6 (8.3.36) of the Certain platform.
• 2025 Summer Release #5 (8.3.35)
  Release notes for Summer 2025 Release #5 (8.3.35), detailing bug fixes for Forms > Inline Additional Registrations, Speaker Email Templates, and Revie...
• 2025 Summer Release #4 (8.3.34)
  Release notes for Summer 2025 Release #4 (8.3.34) covering fixes across Agenda Sections, Country List, Email, Forms, Locations, Session Blocks, Speake...
• 2025 Summer Release #2 (8.3.32)
  Release notes for 2025 Summer Release #2 (8.3.32), including bug fixes across Custom Statuses, Email, Event Dashboard, and more.
• 2025 Summer Release #3 (8.3.33.1)
  Release notes for the 2025 Summer Release #3 (8.3.33.1), detailing enhancements, On-Demand Badges, and bug fixes.
• 2025 Summer Release #1 (8.3.31)
  Release notes for the 2025 Summer Release #1 (8.3.31) in the Certain Help Center.
• 2025 Spring Release #7 (8.3.30)
  Release notes for the 2025 Spring Release #7 (8.3.30) detailing enhancements and bugs fixed.
• 2025 Spring Release #6 (8.3.29)
  Release notes for 2025 Spring Release #6 (8.3.29) of the Certain platform, including enhancements and bug fixes.
• 2025 Spring Release #5 (8.3.28)
  Release notes for the 2025 Spring Release #5 (8.3.28), including enhancements to Registration Administration and fixes for Agenda Items, Stripe paymen...
• 2025 Spring Release #4 (8.3.27)
  Release notes for 2025 Spring Release #4 (8.3.27) including bug fixes for session names, agenda items, and display fields.
• 2025 Spring Release #3 (8.3.26)
  Release notes for the 2025 Spring Release #3 (8.3.26) covering bug fixes across accounts, agenda items, emails, forms, itineraries, imports, and catal...
• 2025 Spring Release #1 (8.3.24)
  Release notes for 2025 Spring Release #1 (8.3.24) covering enhancements, bugs, and new features for Admin-Side Save Buttons, Display Rules, and Hotels...
• 2025 Spring Release #2 (8.3.25)
  Release notes for 2025 Spring Release #2 (8.3.25), including enhancements and bug fixes.
• Build and Manage an Event - Step 10
  Post-event tasks including closing registrations, refunds, and reporting for the Certain event platform.
• Build and Manage an Event - Step 8
  Instructions to publish an event for live registrations, including updating status, opening registration forms, and preparing for live use.
• Step 9: Plan and Create Reports
  Guidance for planning and creating registration reports for events in the Certain platform.
• Build and Manage an Event - Step 7
  Checklist to get ready for registrants before accepting online registrations.
• Build and Manage an Event - Step 4
  Instructions for adding optional options to an event in Certain, including Agenda, Accommodation, Payments, Logic, Additional Registrations, Entry, an...
• Build an Event - Step 6
  Step 6 explains how to create marketing elements for an event, including links, website integration, and email templates.
• Build and Manage an Event - Step 2
  Step-by-step guidance to fill in basic details for an event in the Certain platform.
• Build and Manage an Event - Step 1
  Step 1 in planning an event in Certain; gather essential details before starting.
• Build and Manage an Event - Step 5
  Step 5 covers customizing the look and feel of an event using template, basic display, and advanced display options.
• Global improvements in Certain 8.0
  Improvements to the Global Search in Certain Platform include expanded search conditions and new Event info columns in Registrations and Results.
• Delete/Delink Webinars from your Event or Sessions
  Guidance on deleting or delinking webinars from events or sessions using Certain's Signal integrations, with step-by-step instructions.
• Activating Session Waitlist Automation
  Instructions to enable automated waitlist processing for session registrations in Certain 8.0.
• The Nine Events of Email
  Overview of the nine email events described for SendGrid analytics and notifications via Event Webhooks.
• Email Analytics: Email Statuses and What They Mean
  Overview of Delivered, Bounce, Blocked, and Deferred events in email delivery and what they imply for deliverability.
• Signal Alerts - Common Errors and Recommendations
  Overview of common errors in Signal Flows and troubleshooting steps.
• Supported Encryption Cipher Suite Changes
  Announcement of cipher suite changes affecting Certain products, listing cipher suites and affected integrations.
• Session Related Links: Syncing from Platform to Touchpoint
  Guidance on syncing session related links from Platform to Touchpoint using the Touchpoint: Related Link tag.
• How to add a link to an image or banner using an HTML editor
  Instructions to add a hyperlink to an image or banner using an HTML editor in Certain's Help Center.
• How to delete sessions through a mass action
  Steps to delete sessions via mass action in Certain's Speaker and Sessions module.
• Signal Outbound Flows for Digital Events (ON24)
  Steps to create outbound flows to send attendee data to ON24 for event-level or session-level webinars.
• Content
• How to delete a registrant from an event
  Steps to remove a registrant from an event in the Certain platform, including deleting from database or via registrant profile, with notes about cance...
• How to Copy an Event
  Step-by-step instructions to locate, copy, and configure a new event in the Certain Help Center.
• How to Delete an Event
  Steps to delete an event or program from an account or organization in Certain Help Center.
• How do I add an event owner
• How to Disable Automatic Emails when changing attendee custom status
  Guide to stop automatic emails when updating attendee custom status via advanced logic rules in the Certain platform.
• How to create, edit and delete an email template
  Step-by-step guide to create, edit, and delete email templates in an event, including categories and saving changes.
• How to add an Event
  Guide for administrators and event builders to create a new event in the Certain platform.
• Customizing Emails Based on Different Registrant Factors/Values
  Help center article explaining how to vary email content based on registrant answers using display rules and content blocks.
• Adding an email address as a hyperlink
  Instructions to convert an email address in an email into a clickable hyperlink by setting the contact email as a hyperlink in the email template.
• Adding file attachments for email templates
  Steps to attach files to email templates in Certain, including single attachments, Zip files, and external links.
• Preparing ON24 for Signal Integration
  Guide to configure ON24 and Signal for the Certain Digital integration.
• Digital Events - How to Share Webcast/Webinar Details using Email and Session Ca...
  Instructions for adding the webcast join URL and Session Catalog link to an Email Template in Digital Events.
• Adding Speakers on Sessions and Instances
  Guidance on assigning master speakers to sessions and specific instances, including imports.
• Adding Speakers - One by One, Via Import, or with Existing Profiles
  Guide to adding speakers manually, via import, or with existing profiles in the Certain platform.
• Adding Sessions - One by One or Via Import
  Certain enables manual or bulk session creation using Standard or Conference Layouts, including step-by-step import and one-by-one addition.
• Session Locations
  Help article describing how to create and import Session Locations in Certain.
• Session Tracks - Uses and Workflow
  Overview of how Session Tracks are used and the workflow for adding tracks and assigning reviewers.
• Adding Speakers to Sessions
  Instructions for adding speakers to a Session with Instances in the Certain Help Center.
• Appending Agenda Items to an Email Template
  Uses Display Rules to include the Personal Agenda in an Email Template and shows how to create and apply the rule.
• Changing Contact Information on the Event Registration Confirmation Email
  Instructions to change the From address on the Event Registration Confirmation Email in Certain Platform.
• Session Blocks
  Session Blocks provide flexible display of registered and waitlisted sessions in emails, controlled by templates and display rules.
• Meeting Requests (Home)
  Overview of the Meeting Requests (Home) page in the Certain Help Center, including filters, list view, and actions.
• Profiles FAQ
  FAQ covering profiles: searching, adding or updating, inviting/registering, exporting, change history, and removing PII.
• Copy an Existing Report
  Instructions for duplicating a report using the Report Copy Wizard in the Reports/Analyze page, including steps to copy a report and handling Changes ...
• Product Request
  Instructions for requesting features for your Platform Account by emailing help@certain.com, with options to provide feedback and view comments.
• How to Mark an Event as Favorite
  Instructions for marking an event as favorite in the Certain Help Center.
• Update Full Capacity/Inventory Messages
  Instructions to update messages for full inventory items or reached capacity for sessions and agenda items.
• Inline Additional Registrations
  Summer Release 8.3.8 introduces an Inline Addl Registrations feature to capture multiple attendees on a single form page with up to 200 additional reg...
• Setting Up Digital Sessions
  Guidance for configuring digital sessions with Zoom or ON24 using Certain Signal on the Certain Platform.
• Digital Events: Using Certain Signal with ON24
  Guidance for configuring Certain Signal with ON24 for digital events, including prerequisites and step-by-step setup.
• Setting Up a Digital Event
  Guidance on configuring digital events with Certain Signal and webinar providers Zoom or ON24.
• Digital Events: Using Certain Signal with Zoom
  Guidance for configuring Digital Events in Certain Signal with Zoom, including prerequisites and setup steps.
• Build and Manage an Event - Step 3
  Step-by-step instructions for creating and customizing registration forms in the Certain platform.
• General FAQ - Integration Link Examples
  Details on creating and using web integration links, including SSO, Passkey Step Mode, and related form and map links.
• General FAQ - Using the Travel Module
  Overview of the Travel Module to collect attendee travel data, activation steps and sub-modules.
• General FAQ - About Spam Filtering
  Explains how email spam filtering works for Certain, including default From address and DNS entries to send from a different domain.
• General FAQ - Sending Emails
  General FAQ about sending emails in the Certain platform, including group and individual messaging, and saving email templates.
• General FAQ - Using Username (PIN) Fields
  Definitions and behavior of username and PIN fields: definitions, creation when left blank, and composition.
• General FAQ - Managing Room Sharing and Roommate Matching
  Explanation of Room Sharing and Roommate Matching (RSRM) and where to enable and configure the feature in the Certain platform.
• General FAQ - Activating Agenda Item Waitlist on Forms
  Instructions to enable and use the waitlist option for full agenda items in agenda forms.
• System information
  Instructions to display technical information about the current release of Certain, including how to locate the Release Number.
• Search For Websites
  Guide to searching for Websites in the Certain Help Center, covering search fields, operators, and results navigation
• Search For Forms
  Instructions for searching forms across events and accounts in the Certain Help Center, including search criteria, operators, and navigation.
• Search For Events
  Instructions for searching events across accounts, including criteria, operators, and pagination.
• Search For Profiles
  Instructions for searching profiles across accounts, including search fields, operators, wildcards, records limits, and navigation.
• Search
  Step-by-step instructions for using the search feature across Registrations, Profiles, Events, Forms, and Websites in the Certain Help Center.
• Content
• Website News Page
  Generic page to place static content on the public side of the website.
• Promo Code with $0.00 fee/discount
  Instructions to create a promo code with zero-dollar discount in the Certain platform.
• Choose Report Grouping
  Documentation on configuring summary groups for supplier reports in the Certain platform.
• Pick Report Columns (Data Fields) [Supplier Reports]
  Instructions for selecting and ordering data fields for supplier reports in Certain's Help Center.
• Choose Report Filters (Suppliers)
  Help article detailing how to use Date Filters and Advanced Filters for supplier reports in the Certain platform.
• Select Report Subtotals
  Guide to displaying subtotals within groups in supplier reports, including per-group counts and grand totals, and how to select Sum, Maximum, Minimum,...
• Display Options (Supplier Reports)
  Settings to define display and print options for Supplier Reports in Certain's platform.
• Copying a Supplier Report
  Instructions for using the Report Copy Wizard to copy a Supplier report, including steps to name, describe, group, and finish.
• Supplier Reports
  Overview of active supplier reports, how to add, copy, and manage reports, and details of the page columns.
• Report Setup (Suppliers)
  Guide to adding or editing custom Suppliers reports in the Certain platform.
• Import Suppliers
  Guidance for importing supplier data into the Suppliers database, including preparing a tab-delimited file, uploading, mapping fields, and setting imp...
• Specify Custom Report Header and Footer (Supplier Reports)
  Guidance to add and customize headers and footers in supplier reports using the HTML Editor.
• EXPORT
  Define and manage automatic export actions for reports, including Mass Actions and export methods.
• Pick Report Columns (Event Reports)
  Guide to selecting and ordering data fields for Event Reports, including sorting, customization, and headers.
• User-Defined Column Details (Event Reports)
  Help article detailing how to create and manage user-defined columns for Event Reports, including column types, definitions, and examples.
• PAGE (Custom Report Header and Footer)
  Instructions to customize the header and footer for a custom report in multiple formats, with dynamic data fields and HTML Editor guidance.
• Report Subtotals
  Instructions for displaying subtotals in printable reports, including per-field subtotals and group totals.
• Choose Report Filters
  Documentation on using report filters in the Certain platform, including Date, Standard, Drill-Down, and Advanced Filters for Reports/Analyze.
• Agenda Item Quantities
  Documentation describing how agenda item quantities are displayed in event registrations reports.
• Choose Report Grouping
  Instructions for creating and configuring summary groups to sort data in Certain reports, including grouping criteria, sort orders, and display option...
• Display Options (Event Reports)
  Documentation of display, data, and print settings for Event Reports in the Certain platform.
• Recommended Dimensions for Extended Display > Main Image Field
  Guide to Main Image sizing in Extended Display and how to set header banners in Certain.
• How to shorten a Form or Website URL
  Instructions for shortening Form URL, Website URL, and Vanity URL with examples.
• Web Crawlability (for Forms and Websites) Guide
  Guidance on configuring crawlability for Certain events using robots META tags and related settings.
• Email a group of registrations
  Instructions for emailing a group of event registrations using templates in Certain.
• Uploading an Email Attachment
  Instructions to upload a file as an email attachment, including path entry, duplicate-name handling, and completion steps.
• Digital Events Email Templates
  Email template sent to new digital event registrants, with editing and best-practice guidance.
• Scheduled Emails
  Overview of the Scheduled Emails feature in Certain's Help Center, including listing, editing, and copying events with scheduled emails.
• PDF Document
• Reviewer Email Templates
  Guide to creating and managing reviewer email templates for session reviews in Certain.
• Speaker Email Templates
  Guidance for creating and managing speaker email templates in Certain Help Center.
• Removing extra bullet points when using Content Block on email templates
  Guidance to fix extra blank bullet points in Outlook when using Content Block in email templates by inserting a hidden div after bullet lists.
• Dynamic Emails Guide
  Guide explaining how to use Content Blocks and Display Rules to create dynamic email templates based on registration values.
• Speaker and Session Management User Guide
  An illustrated PDF describing how to manage Sessions and Speakers in an event. The PDF can be opened or printed and requires enabling the Speaker and ...
• PDF Document
• Event Session and Speaker Summary Report
  A summary list of all qualified sessions and their speakers for an event.
• Sessions Report
  A detailed list of all sessions in the event and related reports.
• Event Session Status Summary Report
  A summary of the numbers of attendees registered for each instance of the event's sessions.
• Event Session Summary Report
  A summary of how many attendees have selected each session instance, including registration status and totals.
• Speakers Report
  A detailed list of all speakers assigned to an event, including profile data, bios, abstracts, and upload status of speaker agreements and photos.
• Check In PDF Guides
  A help-center page detailing Check-In configuration guides, Quickstart PDFs, and printer/device recommendations for Certain Check-In.
• Check-In: Alert Configuration
  Configure VIP alerts for Certain Check-In, including alert name, active dates, triggers, attendees, and contacts.
• Check-In: Create VIP Alert (wizard)
  Step-by-step wizard to create a VIP alert in Certain Check-In, including configuration steps and attendee selection.
• Check-In Insights
  Dashboard with real-time graphs for Check-In data, including Over Time, Attendee Type, and Questions Analytics.
• Check-In: Profile Configuration
  Instructions to configure profile fields shown in the Certain Check-In app.
• Check-In: Basic Configuration
  Configuration page for the Check-In Basic settings, including Temporary Access Code, Guest List options, and related features.
• Check-In: Session Configuration
  Instructions to enable session check-in and manage walk-in attendance for sessions in Certain Check-In.
• PDF Document
• Custom Report Header and Footer (Profile Reports)
  Instructions to add and format a custom header and footer for Profile reports using the HTML Editor.
• Choose Report Filters (Profiles)
  Documentation on configuring report filters for Profiles in the Certain Help Center, including Date Filters and Advanced Filters.
• Select Report Subtotals (Profiles)
  Documentation describing how to display subtotals in profile reports, including per-group and grand-total options.
• Pick Report Columns (Profiles)
  Instructions for selecting, ordering, sorting, and renaming columns in profile reports within the Certain platform.
• Choose Report Grouping (Profiles)
  Documentation on configuring report groupings for profile reports, including levels, date grouping, and display options.
• Report Display Options (Profiles)
  Options for displaying and printing the selected Profile report, including format, data format, and print settings.
• Copying a Profiles Report
  Instructions to copy a Profiles report using the wizard in the Profile Reports page.
• Data Extraction Guide
  Guide to extracting historic profile, registration, and event data from a Certain account using custom reports and APIs.
• API Fetch - Eloqua step by step configuration
  Step-by-step guide to configure API Fetch with Eloqua to ingest Eloqua contacts as Certain registrations for your event.
• API Fetch walkthrough
  Step-by-step configuration for API Fetch data source in the Certain Platform.
• API Fetch FAQs
  FAQ about API Fetch, the data synchronization feature included with Certain Enterprise.
• Signal Integration with Advanced Webhooks Guide
  Technical guide for integrating Certain Signal with third-party apps using Advanced Webhooks, including nested JSON support and Mappings.
• Signal Integration with Webhooks Guide
  Guide to using Certain Signal to integrate with third-party apps via Webhooks, covering setup steps, tags, connections, flows, mappings, and diagnosti...
• Privacy Compliance
  Overview of accessing Privacy Compliance and prerequisites in the Certain Help Center.
• Certain Signal: User Guides
  PDF user guides to configure and use Certain Signal for third-party integrations.
• Check-In Settings
  Branding and configuration settings for the Certain Check-In app used to check attendees in on-site.
• Account History
  Information about account history records for the current account, including retention, fields, pagination, and export options.
• Custom Questions
  Overview of how to use custom questions to collect event-specific registration data in Certain, including definitions, types, headers, and profile que...
• Account Tax Codes
  Use this page to edit, delete, and create tax code templates.
• Registration Groups – Quick Guide
  Illustrated PDF guide to setting up and using Registration Groups in an event, including enabling the feature in the Event Module.
• Import Groups
  Step-by-step guide to importing groups from a CSV file into an event.
• Group Reports
  Group Reports page explains the Group Summary Report for registrations by group, with filtering and export options.
• Assign Groups
  Instructions for assigning a group to selected registrations in the Certain Help Center.
• Custom Fields
  Information about Custom Fields for groups, including how to add, edit, and apply them.
• Group List
  Group List enables managing registrant groups for events, including adding, editing, importing, and assigning attendees, with optional agenda items, s...
• Sel? and Web? options
  Warning about using Sel? and Web? options for Agenda Item Questions and how these options can remove agenda items from registrations.
• 'Send Email' for accepted registrations
  Help article explaining optional email templates for accepted registrations and the risk of sending duplicate emails.
• 2025 Winter Release #5 (8.3.23)
  Release notes for the 2025 Winter Release #5 (8.3.23) in the Certain Help Center.
• How to Import Accommodation Details
  Steps to import and update accommodation details for registrations in the Certain platform.
• How to Update Event Template Thumbnails
  Guide to upload a preview image for an event template with a recommended size of 200 x 150 pixels.
• Session Reminders
  Automated, scheduled session reminder emails with Dynamic Data Fields, templates, scheduling, testing, and analytics.
• Travel Packages (Flights) Guide
  Guide to configuring and using Flights and Flight Packages within the Travel Packages sub-module of the Travel Module in Certain.
• Promo Codes Guide
  Guide to using the Registration Groups as Promo Codes module in Certain.
• How to Create a New Event
  Guidance on creating a new event in the Certain platform, including from scratch, copying, or using templates, and entering event details.
• Speaker and Session Management User Guide
  Guide to configuring Speaker and Session Management in Certain, including Conference Sessions, with setup, sessions, speakers, tracks, and reports.
• Recurring Classes - What you need to know...
  Overview of recurring sessions, delayed creation, fees, conflict checks, check-in, and edits.
• Certain API 2.0 Developer Documentation
  Documentation for Certain API 2.0, a RESTful API using HTTPS with Basic Authentication, including resource paths, content types, query parameters, tes...
• The requested URL was not found on this server.
  Error page indicating the requested URL could not be found on the server.
• Prompting Event ROI: A guided approach to prompting AI for event marketing and R...
  A structured, multi-section guide for crafting prompts to drive event ROI using AI-powered insights.
• PDF Document
• PDF Document
• PDF Document
• The Powerful Impact of In-Person Experiences on Event ROI
  A multi-section guide analyzing how in-person enterprise events drive ROI, with 2022–2024 trends and guidance on event management and intelligence.
• PDF Document
• PDF Document
• Event Automation
  A marketing brochure detailing how Certain's Event Automation helps data-driven marketers manage events, capture attendee insights, and drive ROI thro...
• How Events Drive Revenue
  A slide deck describing how event-driven experiences accelerate buyers through discovery, consideration, and decision to drive revenue.
• PDF Document
• How can I still deliver on my business objectives through digital events?
  A guide for transitioning in-person events to digital formats with integration and engagement strategies.
• PDF Document
• PDF Document
• 10 Things to Look for in the Best Event Management Software
  A concise guide listing ten key features to evaluate in an event management platform.
• Event Data Strategy Best Practices
  A practical guide for marketers on using attendee data to personalize engagement and drive measurable event outcomes.
• PDF Document
• Connect More! 19 Ideas for Greater Event App Engagement
  A six-section guide detailing practical ideas to boost engagement with mobile event apps through personalization, gamification, agenda management, cro...
• Transform Cold Leads Into Hot Opportunities with Certain
  Marketing content on turning cold event leads into warm opportunities using Certain's end-to-end event experience.
• Why a Mobile Event App? Amazing Insights. That’s Why.
  Overview of the rationale and benefits of using a mobile event app to capture attendee data and enable real-time insights.
• PDF Document
• PDF Document
• PDF Document
• PDF Document
• PDF Document
• PDF Document
• How to Leverage Event Management Software to Generate More Revenue from Events
  A marketing-focused guide on measuring and improving event ROI through integrating event management with marketing automation and data intelligence.
• Request a Touchpoint Ignite Demo
  A page to request a Touchpoint Ignite Demo for event management.
• Certain Product Support
  Overview of Certain Product Support services, SLA levels, and responsibilities.
• Seamless Event Payments with Certain + Stripe
  Certain’s integration with Stripe enables fast, familiar payments for event registrations, sessions, and add-ons with secure, global infrastructure.
• Event Management Software For Virtual Events
  Event management software for virtual events to engage audiences, leverage event intelligence, and scale thousands of virtual events.
• Bring Events Into Your Marketing Technology Stack
  End-to-end event automation platform that aggregates event data into real-time insights for marketing operations.
• Drive a Higher ROI from Every Event
  Marketing executives can improve ROI from events by leveraging rich attendee data, integrated lead scoring, and targeted content.
• In-Person Events Easily Planned, Delivered & Repeated
  Event automation platform for in-person events enabling replication, efficiency, branding, scale and insights.
• Unify Virtual and In-person Audiences With a Consistent and Engaging Hybrid Even...
  Hybrid event management platform enabling in-person and virtual audiences with engagement tools, branding, templates, and insights.
• Create Highly Engaging and Memorable Attendee Experiences
  Certain's event marketing software for event planners helps create engaging attendee experiences with an all-in-one platform.
• Turn Event Engagement into Sales
  AI-powered event management software for sales professionals that turns engagement into sales through AI-driven insights and optimized event experienc...
• Turn Event Data into Real-Time Revenue Acceleration
  Certain Signal orchestrates event data flows to turn event interactions into actionable buying signals for marketing and sales.
• Training for Successful Events
  Training resources to maximize event success on the Certain platform, including Certain University and Training Webinars.
• Your Event Success Is Our Priority
  Certain’s team of event management consulting professionals brings extensive experience in building your events, templates, forms, website design and ...
• Event Management Services
  Overview of Certain's event management services, including global support, consulting, and training.
• Reading Your Buyer's Mind On-demand Webinar
  On-demand webinar about unlocking buyer intent through event data and advanced engagement tools.
• Igniting Event Experiences with Touchpoint Ignite
  On-demand webinar about gaining deeper audience insights and leveraging event intelligence and AI to improve event experiences.
• Take a Tour of Touchpoint Ignite Event App
  A tour of the Touchpoint Ignite mobile event app highlighting key benefits and features.
• Take a Tour of the Certain Solution
  Product tour page for the Certain Solution highlighting a 2-minute tour and a key benefits slide with a CTA.
• Learning Center
  Learn about the intelligent Event Management Solution from Certain, with whitepapers, guides, infographics, webinars, and more.
• Take a Tour of the Certain Event Platform
  An interactive tour of the Certain Event Platform highlighting its comprehensive event management features.
• Take a Tour of Event Advisor
  Overview of the Event Advisor tour with start instructions and a tour preview.
• Our Customers Tell The Best Stories
  Customer stories about Certain’s event management platform featuring Rockwell Automation, National Instruments, Grand Connection, and a leading hearin...
• Take a Tour of Session Advisor
  Take a tour of Session Advisor, including tour instructions and demo note.
• Take a Tour of Certain Event Intelligence
  Overview of the Certain Event Intelligence product tour and its benefits.
• Your CEO Asks
  ROI-focused page addressing resources and insights to deliver measurable return on investment from events.
• Why a Mobile Event App? Amazing Insights. That’s Why.
  A guide explaining the value of a mobile event app, with sections on management, engagement, and analytics.
• Where’s Your Event ROI?
  Infographic about event ROI: 80% say lead generation is the #1 goal; 48% report any ROI metric.
• What’s Next in Event Intelligence
  Whitepaper exploring AI’s potential within the event industry, including AI’s impact on current trends, the role of event data, AI’s reciprocal role i...
• Ultimate Guide to Event Success
  From conceptualizing and strategizing your event to managing budgets, engaging attendees, and measuring impact, the Ultimate Guide to Event Success wi...
• The Ultimate Guide to Event Buying Signals
  A guide for marketers to leverage buying signals and AI to improve event outcomes and drive growth in B2B events.
• Turning More Audiences into Customers with AI-Powered Personalization
  Learn how to leverage AI-powered personalization to convert audiences to customers with AI personalization.
• Turning Event Data into Gold – 7 Ways to Measure the Business Impact of Your Eve...
  Video-on-demand resource outlining seven methods to measure the business impact of events using Certain's platform.
• Turn Engagement Signals into Pipeline
  Explore Certain's Event Management Technology Solutions to turn engagement signals into pipeline.
• Turn Cold Event Leads Into Hot Opportunities with Certain
  Infographic describing how Certain’s end-to-end event management solution can convert ice-cold leads into warm opportunities.
• The Ultimate AI Tech Stack for Event ROI
  Overview of Certain's AI-powered event technology stack to maximize event ROI.
• The Top 10 Best Event Management Software Features
  Infographic detailing ten key features of event management software to drive quality data and real-time insights.
• The Event Marketing Playbook: Mobile Strategy
  Tips and best practices for developing and executing a mobile strategy for events before, during, and after the event.
• The Event Marketer’s Guide to Generative AI Prompts
  Infographic about using AI prompts to drive registrations, personalize engagement, and deliver Real Event ROI.
• Setting Up Your Sales Meetings for Success
  Infographic with tips for booking face-to-face sales meetings during events to drive pipeline.
• Session Break: Hybrid Event Planning & Execution
  Video On Demand featuring Kent Martin discussing key considerations for planning and delivering hybrid events.
• Session Break: 3 Ways to Get Your Attendees Engaging with Each Other Using an Ev...
  Learn more about how to promote attendee engagement with a mobile event app using features like discussion threads, Q&A and leaderboards.
• Scaling Event Intelligence for Business Success
  A whitepaper outlining how to scale event intelligence across an entire event portfolio to measure ROI and impact.
• Redefining the Event Landscape in the Enterprise World
  Part 1 of Certain's Enterprise Events series exploring the evolving role of events as strategic tools to drive growth, foster innovation, and enhance ...
• Real-Time Marketing Guide
  Download this guide to learn more about the intersection of real-time marketing automation and event management technology.
• Igniting Event Experiences with Touchpoint Ignite
  On-demand webinar about unlocking buyer intent through event data using advanced engagement tools and analytics.
• Reading Your Buyer’s Mind
  In this on-demand webinar, learn how to unlock buyer intent through event data with advanced engagement tools and analytics for personalized, impactfu...
• Power Templates
  With Power event templates, we equip event and marketing professionals to easily create events that are versatile and efficient, offering a seamless a...
• Post-Event Metrics to Deliver
  Tracking key post-event metrics around demand and pipeline creation to showcase how events deliver on business goals.
• Event Personalization at Scale
  Overview of Certain's event personalization features including enterprise event management software and event intelligence.
• Your Events are Talking, Are You Listening? (Video On Demand)
  Explore Certain's Event Management Technology Solutions, including Manage Events, Engage Attendees, and Analyze Performance.
• Measuring Event Success Across the Funnel
  Infographic about evaluating event impact across the buyer journey and aligning event goals with funnel metrics.
• Marketing Event Automation Simplified
  Download this infographic to learn about how combining data from marketing automation and events is a powerful way to deliver ROI.
• The Event Data Orchestration Cycle
  Infographic explaining how to transform raw event data into quality insights through a structured data lifecycle.
• The Powerful Impact of In-Person Experiences on Event ROI
  In Part 3 of our Enterprise Events series, we take an in-depth look at enterprise events from a C-Suite perspective and answer questions such as: Are ...
• The Hybrid Event Strategy Playbook
  An ebook outlining how to blend in-person and digital event experiences into a hybrid strategy.
• The Hybrid Attendee Engagement Journey
  Infographic describing how to tailor attendee engagement to registration type for hybrid events.
• How to Accelerate Revenue with Intelligent Events
  Guide to accelerate revenue with intelligent events using Certain's event management technology solutions, including Manage Events, Engage Attendees, ...
• How Marketing Events are Changing
  Infographic about how marketing events are changing and related resources from Certain.
• How Events Drive Revenue
  Infographic detailing how events drive revenue.
• How Grand Connections Scaled Events with Certain
  Video On Demand resource detailing Certain's event management technology solutions, including Enterprise Event Management Software, Touchpoint, and Ev...
• Getting the C-Suite on Board with Your Events Strategy
  Research shows the C-Suite is more and more involved in day-to-day decision-making, and events strategy buy-in is more important than ever.
• Gathering Attendee Feedback – Beyond the Event Experience
  Learn how to harness the power of event data to unlock buyer intent and identify important buying signals in this on-demand webinar.
• The Future of Events: ABM Strategy
  Whitepaper describing how account-based marketing (ABM) integrates with events and why ABM is key to unlocking the future of events.
• From Signals to Sales: Activating Intent Data from Events
  Video on demand webinar transcript about activating intent data from events.
• Events as a Strategic Lever in B2B Marketing
  This eBook, Part 2 of our Enterprise Events series, explains how events can serve as a strategic lever in B2B marketing, from planning to measuring im...
• Event Strategies to Accelerate the Buyer Journey with Deep Insights
  An eBook detailing strategies and best practices for leveraging AI and EI to accelerate the buyer journey at events, with a roadmap for connecting wit...
• The Event Marketing Playbook: Metrics & Data Strategy
  Data is the secret weapon behind the most successful B2B marketing campaigns. This Playbook covers tracking key event marketing metrics to uncover hid...
• The Event Marketing Playbook: Engagement Strategy
  Guide outlining engagement-focused event marketing best practices to streamline execution and improve ROI.
• The Event Marketing Playbook: ABM Strategy
  A guide on aligning sales and marketing for ABM and optimizing events for ABM programs.
• Event Management Overview
  Video on demand overview of Certain's event management technology solutions including Manage Events, Touchpoint, Event Intelligence, and additional re...
• The Event Intelligence Playbook
  A guide outlining ROI considerations, data challenges, and resources for event marketers.
• Get Intelligent Insights From All Your Events
  We help you track and analyze your event data and send signals to improve attendance, engagement, and revenue across all events, including hybrid, in-...
• Event Engagement Overview
  Attendees rely on their mobile devices for just about everything. View this event engagement overview to learn how to make events memorable.
• The Event Engagement Data Playbook
  Guide to driving, capturing, and acting on attendee engagement data for virtual, hybrid, and in-person events.
• Event Data Strategy Best Practices
  Infographic outlining best practices for an event data strategy to engage attendees and drive measurable outcomes.
• Ultimate Guide to Event Data Orchestration
  Event data plays a crucial role in driving business outcomes by empowering marketing professionals to make informed decisions. This guide covers every...
• Event Automation for Data-Driven Marketers & Event Professionals
  Infographic detailing how Certain's event management technology helps data-driven marketers and event professionals.
• Elevating Event Experiences with Deep Audience Insights
  A guide offering tips and best practices to drive, capture, and act on attendee engagement data and connect events to measurable business results.
• Delivering Business Objectives Through Digital Events
  Infographic describing how digital events deliver business objectives and showcasing Certain's event management technology solutions.
• Crack the Code – Understanding Your Event Attendees
  Video on demand webinar about uncovering attendee priorities, needs, and interests; how to ask the right questions, interpret behavior, and detect int...
• 7 Seriously Simple Steps to Convert More Event Leads
  Guide detailing seven steps to convert event leads using attendee data, engagement, and nurturing strategies.
• Certain Touchpoint Engagement App
  Infographic page describing the Certain Touchpoint engagement app, its capabilities to engage attendees before, during, and after events, and related ...
• Certain Signal: Event Data in Action
  Infographic about how Certain Signal filters noise to enable real-time action on event data.
• Certain Event Advisor Webinar & Demo
  Video On Demand presentation of Certain Event Advisor Webinar & Demo and related solutions.
• 4 Steps to Better Understand Your Audience
  An infographic describing how events generate data and the importance of using the right technology to interpret it.
• Better Together: Digital + In-Person Strategies = Greater Return for Businesses ...
  Guide exploring how digital and in-person strategies together drive greater return for businesses and customers.
• From Attendee to Advocate: Mastering Buyer Engagement at Events with AI & Event ...
  An eBook detailing how AI and event intelligence drive attendee engagement and revenue at events.
• 2024 AI Trends for Event Management
  In this guide, Artificial Intelligence (AI) is transforming the event industry and trends poised to revolutionize the field in 2024 and beyond.
• 3 Ways AI-Powered Session Recommendations Can Help Elevate Your Events
  Video-on-demand resource exploring how AI-powered session recommendations can enhance event experiences.
• 3 Proven Ways to Turn Event Leads into Revenue – Fast
  Video on demand featuring three proven ways to turn event leads into revenue quickly.
• 2025 AI Trends for Event Management
  An eBook exploring how Artificial Intelligence is transforming the event industry and the latest AI trends shaping events in 2025 and beyond.
• Event Marketing and Management Learning Center
  A hub of guides, infographics, videos, webinars, and whitepapers on event marketing and management.
• Event Marketing and Management Learning Center
  Video-on-demand resources and learning content for event marketing and management.
• Event Marketing and Management Learning Center
  Learning center with infographics and resources on event marketing and management.
• Event Marketing and Management Learning Center
  A learning center with guides, infographics, videos, webinars, and whitepapers about event marketing and management.
• Request a Certain Demo
  Form to request a demo of Certain's event management platform.
• Gather Digital Has Become Certain Touchpoint
  Gather Digital has become Certain Touchpoint; the mobile event app continues the mission to bring people together.
• Connect Certain with Your Application Ecosystem
  Power your marketing and sales ecosystem with connected event operations and insights. Certain integrates across your entire enterprise stack, streaml...
• The Event Platform That Turns Engagement Into Revenue
  Enterprise-grade event management platform that orchestrates attendee journeys, AI-powered personalization, and data-driven ROI.
• Certain Event Intelligence
  Gain a 360-degree view of buying signals and analyze event performance to boost attendance, engagement, and revenue.
• Event Apps for Exceptional Attendee Experiences
  Touchpoint Ignite delivers personalized event experiences at any scale with tailored agendas, smart content, and meeting suggestions.
• Transaction Pricing Policy
  Certain's scalable price model based on product subscriptions, SaaS editions, transaction volumes, and services; includes how transactions are ordered...
• Select the Ideal Package for Your Team
  Pricing plans for Touchpoint Ignite, Certain Pro, and Certain Enterprise.
• Thomson Reuters Wins Big at the Stevie’s — Certain Proud to Power Their Success
  Certain congratulates Thomson Reuters on Stevie Awards wins for SYNERGY2024 and explains how Certain's AI-powered event technology powers engagement a...
• MarketingProfs Highlight the Power of Certain’s Event Intelligence & AI in Drivi...
  Summary of MarketingProfs article on leveraging Certain's Event Intelligence and AI to boost marketing ROI.
• Certain Announces Strategic Partnership with InEvent to Create a Unified Event T...
  Certain and InEvent announce a strategic partnership to create a unified event technology ecosystem, combining virtual and in-person capabilities.
• Certain Launches Touchpoint Stream to Power High Engagement Virtual and Hybrid E...
  Certain announces Touchpoint Stream, a central platform for interactive virtual and hybrid events with live and on-demand content and attendee engagem...
• Certain Launches Event Advisor, an AI Product That Generates Personalized Recomm...
  Certain announces Event Advisor, an AI-native product delivering personalized attendee recommendations and real-time buying signals.
• Certain Launches API Fetch: A Revolutionary Event Data Syncing Solution
  Certain launches API Fetch, a data integration solution enabling automated event data synchronization for marketing professionals.
• Certain Launches Touchpoint Ignite: Transforming Events with Deep Audience Insig...
  Certain announces Touchpoint Ignite, an AI-powered event app that transforms engagement data into deep audience insights and actionable intelligence.
• Certain Integrates Stripe to Expand Global Payment Flexibility and Real-Time Rev...
  Certain announces expanded Stripe payments integration to support 100+ methods, global payments, and real-time analytics.
• Certain Announces Strategic Partnership with Capture Technologies to Enhance Eve...
  Certain announces a strategic partnership with Capture Technologies to enhance on-site event operations and deliver real-time insights across the even...
• Certain Launches Session Advisor, an AI-powered Personalization Solution to Acce...
  Certain launches Session Advisor AI, an AI-powered personalization solution delivering scalable, personalized session recommendations to accelerate bu...
• Certain Launches Powerful Event Buying Signal Solution to Fuel Pipeline Growth a...
  Certain announces an AI-powered event buying signals suite to transform event activity into actionable buying signals for marketers.
• Zoom | Partner
  Zoom helps businesses and organizations bring teams together in a frictionless environment. Our cloud platform for video, voice, content sharing, and ...
• Validar | Partner
  Validar provides attendee behavior tracking solutions for digital-only, hybrid, or physical events, including onsite registration, on-demand badge pri...
• Stripe | Partner
  Certain’s integration with Stripe enables fast, familiar payments for registration, paid sessions, and add-ons, backed by Stripe’s secure global infra...
• Samantha Smith Productions | Partner
  Partner profile for Samantha Smith Productions on Certain.
• Registr8 | Partner
  Registr8 is a boutique company with registration management experience offering online registration, housing management, onsite services, badging, and...
• Realise | Partner
  Realise provides event registration expertise, pre-event website design, on-site technology for badging, data capture, and training to deliver registr...
• ON24 | Partner
  ON24, the marketing technology leader helping enterprises deliver live and always-on digital experiences such as webinars, multimedia content hubs and...
• metroConnections | Partner
  metroConnections is your single source for creating and managing the entire event experience from conferences and meetings to stage productions and tr...
• Meetingselect | Partner
  Partner page describing Meetingselect, a global meeting management platform and venue sourcing provider with a large database of hotels and meeting sp...
• InEvent | Partner
  Partner profile for InEvent outlining its global event management platform for virtual and hybrid events.
• Hartmann Studios | Partner
  Hartmann Studios partner page describing world-class events and experiential marketing solutions.
• Grip | Partner
  Grip is the leading AI-powered event, networking and matchmaking platform that helps event organizers, exhibitors, sponsors and visitors be more succe...
• fielddrive | Partner
  fielddrive partners with Certain to provide onsite event check-in solutions, enabling fast, secure check-ins, eco-friendly badge printing, and an inte...
• EventOPS | Partner
  EventOPS is an Event Resource Management system designed for your scaled event team – built to make requesting, budgeting for, and operating events st...
• Demandbase | Partner
  Partner page describing Demandbase, a targeting and personalization platform, and its event-focused benefits.
• Capture Technologies | Partner
  Capture Technologies delivers efficient on-site event solutions, specializing in badge printing, registration, and attendee management, with access co...
• Attendee Management | Partner
  AMi provides technology-based attendee management services using event registration software to help organizations simplify event planning and attende...
• A-Plus Meetings | Partner
  A-Plus Meetings & Incentives is one of the country's largest and most respected certified woman-owned meeting companies. A-Plus Meetings & Incentives ...
• Certain Partner Network
  An ecosystem of valued partners with proven solutions to help you add value to your events programs.
• Expand Your Reach With Our Expertise
  Information about Certain's partner program, technology and services partners, and data-driven event insights.
• Thank You For Visiting Our Booth At IMEX America 2024
  Resources from Certain at IMEX America 2024, including event intelligence playbooks and guides.
• Thank You For Visiting Our Booth At IMEX America 2023!
  Thank you page for IMEX America 2023 visitors with resources on event intelligence, event management, and event engagement.
• What is Hybrid Event Management Software?
  Definition of hybrid event management software and how it enables in-person and virtual participation.
• What is Event Intelligence
  Definition of event intelligence and its scope and application.
• What is Event Automation Software?
  Definition of Event Automation Software: a technology evolved from traditional event management software to automate, personalize, and measure event m...
• What is Audience, Participant, or Event Engagement?
  Definition and scope of audience, participant, or event engagement and how technology enables it across event formats.
• What is a Hybrid Event?
  FAQ page answering what a hybrid event is.
• Who Uses Event Automation Software?
  FAQ detailing who uses event automation software and related solutions.
• What is the Proper Way to Track Event Attendees and Participants?
  FAQ describing how to track event attendees and participants using spreadsheets, marketing automation, CRM, or end-to-end event management systems.
• What Is a Mobile Event App?
  Definition and uses of mobile event apps for attendees, organizers, and sponsors.
• What is Event Intelligence Software?
  Definition and overview of event intelligence software, including its purpose and capabilities across events.
• On-Demand: Reading Your Buyer’s Mind: Event Strategies for Truly Getting to Know...
  In this on-demand webinar, we’ll show you how to unlock your buyer intent through event data.
• The Ultimate AI Tech Stack for Event ROI
  Learn how to scale, engage and drive revenue from events with AI in this engaging webinar.
• Turning Event Data into Gold – 7 Ways to Measure the Business Impact of Your Eve...
  An on-demand webinar about transforming event data into meaningful insights.
• Turning More Audiences into Customers with AI-Powered Personalization
  On-demand webinar about transforming audience intent into meaningful customer actions using AI-powered personalization.
• Transforming Your Event Data into Revenue and Results
  On-demand webinar about Event Intelligence and turning event data into revenue and results.
• Igniting Event Experiences with Intelligence & AI
  On-demand webinar about unlocking a deeper understanding of event attendees and delivering revenue from events.
• On-Demand Touchpoint Demo
  Demonstration of the Touchpoint mobile event app by Certain, showing attendee engagement before, during, and after events.
• Too Many Sessions, Activities, People to Meet: Let AI Decide
  On-demand video about attendee decision fatigue and AI-assisted session selection at events.
• Gathering Attendee Feedback – Beyond the Event Experience
  On-demand webinar about harnessing event data to unlock buyer intent and identify important buying signals.
• Event Intelligence | Demo
  On-demand demo of Event Intelligence showing data across events, turning it into insights, and viewing event performance.
• Crack the Code and Understand Your Event Attendees
  On-demand webinar to uncover insights into event attendees’ priorities, needs, and interests using AI.
• From Signals to Sales: Activating Intent Data from Events
  This on-demand webinar shows how to translate intent data into actionable intelligence that drives pipeline and accelerates deals.
• Event Center For Marketers and Event Planners
  Learn and grow with Certain’s world-class events, past and present.
• From Attendee to Buyer: Deliver Experiences That Drive Growth
  Overview of Certain's Attendee Experience platform powering personalized journeys, AI-driven insights, and integrated data to convert attendees into b...
• Request a Demo of Certain Event Advisor
  Form to request a demo of Certain Event Advisor.
• AI-Powered Attendee Journeys
  Event Advisor personalizes each attendee’s experience with AI recommendations, while capturing rich engagement data and intent signals.
• Data Retention Policy
  Data retention policy for Certain's services, covering data environments, management, protection, archiving, and GDPR compliance.
• Driving Record Attendee Engagement with Touchpoint
  Case study on how Touchpoint boosted attendee engagement and booth activity for a leading medical devices company.
• Improving Efficiency & Lead Quality
  Rockwell Automation partnered with Certain to centralize global event data, improving efficiency, lead quality, and global scale.
• National Instruments Achieves Significant Cost Savings and Accelerates Lead Gene...
  National Instruments uses Certain's end-to-end event management platform to accelerate lead generation and reduce event-related costs.
• How Grand Connection Scaled Events with Certain’s Smart Event Technology
  Grand Connection scales events with Certain’s Smart Event Technology to streamline workflows and enhance attendee engagement.
• Connect with our Awesome Sales Team
  Form to contact Certain Sales and reach departments such as Support and Accounting & Billing.
• Contact Us
  Contact page for Certain with a form to connect, and information for support and billing contacts.
• Request a Demo of Certain Buying Signals
  Form to request a demonstration of Certain Buying Signals, featuring fields for first name, last name, company, and work email.
• Certain Brand Guide
  Explore Certain's digital brand guide for logos, assets, color palette, typography, and downloads.
• Bolder Brand Moves Start With Better Data: What’s Next for Events in 2019
  Explores how data and personalization shape event marketing in 2019 with insights from industry leaders.
• What is Event Data Orchestration and Why it Matters
  Blog post explaining how event data orchestration turns engagement data into actionable buyer signals to drive revenue and ROI.
• What Is Data-Driven Marketing and How Does It Improve Your Event ROI?
  Overview of data-driven marketing and its impact on event ROI, with steps to implement.
• From Signals to Sales: How to Turn Event Engagement into Revenue
  Recap of a webinar on activating event intent data to turn engagement into revenue and strategies to act on signals across pre-, during-, and post-eve...
• Unlock the Power of Hosting a Product Session at Events: How to Gather and Lever...
  Guide to planning product sessions at events to collect buying signals and turn insights into product strategy.
• Events Create Moments. Signals Turn Them Into Revenue.
  A guide to turning event signals into revenue through signal-aware event management and real-time intelligence.
• How to Turn Your Audiences Into Customers Using AI
  Explains how AI-powered insights and automation turn event attendees into customers through personalization and optimized follow-ups.
• Streamlining Event Data Analysis to Maximize Event Success
  Overview of how AI-powered event data enables streamlined data analysis and improved event outcomes.
• Making Every Moment Count: Strategies to Boost Event Engagement and Impact
  Strategies to maximize event engagement and impact using data-driven approaches and AI-powered tools.
• Setting Event Goals: Transform Your Events into Buyer Blueprints
  Guidance on creating strategic event goals to align marketing and sales, with funnel-stage KPIs.
• Achieving Success With Scalable Event Personalization
  Discussion of data-driven strategies for scalable event personalization using AI, with four pillars: Centralize, Standardize, Visualize, Contextualize...
• In a Search for New Technology, the Right Team is as Important as the Right Tech
  A blog post about balancing the right technology with the right team, and how Certain delivers support, training, and transparency.
• How AI is Revolutionizing Event Personalization: Meet Certain’s Session Advisor
  Overview of Session Advisor, an AI-powered tool for personalized event experiences and attendee engagement.
• Real-Time Signal Delivery: When Speed Meets Context, Revenue Teams Win
  An analysis of real-time signal delivery in event data and its impact on revenue teams.
• Prioritizing your Event Data Security
  Overview of data security importance for event data, US privacy laws, and best practices for safeguarding attendee information.
• Orchestrate at Scale: Events Become Your #1 Growth Channel With Seamless Data Ex...
  Explains how real-time, context-rich orchestration of event signals enables multiple revenue teams to act in unison and drive revenue.
• Maximizing Event Success with Signal-Based Solutions: A Catalyst for Marketers t...
  Explores signal-based event solutions that connect attendee signals to marketing and sales to drive ROI.
• Mastering B2B Event Strategy: Harnessing AI, Intelligence, and Insights for Succ...
  A guide to mastering B2B event strategy using data orchestration, AI, and event intelligence to optimize attendee engagement.
• Leveraging Event Data and AI for Business Success
  Blog post recapping a webinar on event data, AI, and buying signals, with Touchpoint Ignite.
• Introducing Event Advisor: How AI Is Transforming Event Personalization
  AI-powered recommendations to personalize event journeys and drive engagement and revenue.
• Infographic: Measuring Event Success Across the Funnel
  An infographic-guided overview of measuring event success across the buyer funnel, with a framework of questions for evaluating impact and a spotlight...
• Igniting Event Experiences with Event Intelligence & AI
  Explores how AI-powered event technology unlocks audience insights and enhances event experiences.
• Transforming Events into Revenue Generators
  Overview of how marketing events can drive revenue using data-driven strategies and event intelligence.
• The Future of Events Is AI-Powered — Are You Ready?
  Overview of AI-powered event management, Buying Signals, and personalized experiences to drive growth.
• From Engagement to Revenue: Activating Event Buying Signals
  Explains how event buying signals reveal buyer intent and how to activate them to drive revenue from events.
• Mastering Buyer Engagement at Events
  A blog exploring how AI-powered event apps and event intelligence transform attendees into advocates across the buyer journey.
• The Three-Pillar Framework for Turning Event Data Into Revenue Intelligence
  A framework to convert event data into real-time revenue intelligence across marketing, sales, and revenue operations.
• Architecting Events for ROI: The Fastest Path to Buyers
  A guide to turning events into ROI by designing attendee value, signaling readiness to buy, and aligning formats with buyer stages.
• Events as Living, Breathing Organisms
  An exploration of treating events as adaptive, intelligent ecosystems driven by AI, intent signals, and real-time analytics to improve engagement and ...
• Event Strategies to Accelerate the Buyer Journey
  Blog post about using AI-powered event intelligence to accelerate the buyer journey and optimize event data.
• 5 Must-Have Features of Event Management Technology for Marketers
  Overview of five essential features for event management technology for marketers, including mobile apps, automation integration, lead intelligence, a...
• Dreamforce 2025 Decoded: Turn Your Next Event into a Revenue Engine
  A detailed, seven-principle framework for turning events into revenue opportunities, inspired by Dreamforce 2025.
• Deep Dive into Event Intelligence: Capturing Event Buying Signals
  Explains buying signals, their types, and how to capture them in real time for event intelligence.
• Creating High-Impact Attendee Experiences with AI
  Blog post describing AI-powered personalization and Session Advisor AI to enhance attendee experiences and drive revenue.
• Beyond Badge Scans: How Smart Sales Teams Extract Real Value from Events
  Guide to turning event signals into revenue through signal intelligence and engagement insights.
• The Impact of Deep Audience Insights on Event Success
  Explores how deep audience insights drive event success and revenue, and introduces Touchpoint Ignite.
• AI-Powered Post-Event Follow-Ups: A Game-Changer for Event Marketers
  Explains how AI-powered post-event follow-ups close the engagement gap and accelerate revenue for event marketers.
• Agentic AI: The Next Evolution in Event Technology
  Explains Agentic AI and its impact on autonomous event planning, attendee journeys, engagement, and data orchestration.
• 3 Ways to Spark Sales-Ready Conversations Post-Event
  Three AI-powered strategies to convert event leads into sales-ready conversations: engagement signals, personalized post-event outreach, and AI-powere...
• 3 Ways to Drive Loyal, Repeat Event Sponsors
  Three strategies to increase sponsor loyalty including attendee engagement, early bird discounts with post-event surveys, and sharing event learnings.
• 3 Steps to Creating Event Content that Drives Business Results
  Three steps to create event content that resonates with attendees and drives business results using data orchestration and event intelligence.
• Marketing Event Trends to Watch out for in 2023
  Overview of key marketing event trends for 2023, including hybrid/in-person growth, data-driven insights, tailored experiences, omni-channel strategie...
• 20 Event Formats Proven to Drive Engagement and Attendee Interaction
  A blog post detailing 20 event formats to boost attendee engagement and interaction with categories and FAQs.
• Event Planning and Management Blog
  Blog covering event planning, management, and intelligence insights for marketing and sales teams.
• Certain. Make Every Moment Count.
  Overview of how Certain helps events become revenue engines through AI-powered engagement and data orchestration.
• Create Exceptional Attendee Experiences. Capture Every Buying Signal.
  Certain enables events to deliver personalized attendee experiences and turn engagement into buying signals, accelerating the buyer journey and ROI.
• Event Planning and Management Blog
  A collection of articles about event planning, buying signals, and event intelligence.