📄 Content Pages

• Meetings
  Guide to using Meetings in Touchpoint, including attendee and planned meetings, the management console, and bulk import.
• In-App Links
  Guidelines for creating In-App Links in Touchpoint, including how to construct URLs and shorthand app links.
• Lead Retrieval - Feature Setup
  Documentation on configuring and using the Lead Retrieval feature in Certain Touchpoint.
• Using Google Analytics to Track Events in Certain
  Guide to configure Google Analytics tracking in Certain, including steps to add Tracking IDs to various pages and sources.
• Modifying Registration Details
  Step-by-step instructions to locate and modify a Registration's details in Certain, including search options and overview sections.
• Content
• Form Password Options
  Two methods to access password-protected forms in Certain: Forgot Password email flow and direct log-in via Reg ID URL.
• Registration Overview
  Overview page for the Registration area in Administrator Account Settings; lists sections such as Profile Data, Financial Data, Tax Codes Settings, Pr...
• Administration Overview
  Overview of administration settings including account information, sub-accounts, users, display options, and account usage.
• Review Sessions (Reviewer Portal)
  Instructions to configure the Reviewer Portal for reviewers to review assigned sessions, including Session Details and Review Details.
• Getting Started with Certain
  Overview of the Certain Platform and getting-started topics.
• .CSV File Format
  Guidance on CSV file encoding and character sets for import files.
• Administering Certain
  Overview of account administration features in Certain: account settings, administration, registrations, management, reports, and implementation.
• API 1.0
  Legacy web services API access with migration guidance to API 2.0 for administrators.
• Reports FAQ - Using the Reports Page
  Overview of using the Reports page, including filtering, editing, and creating reports.
• Accommodations (Attendee)
  Guidance for managing attendee room reservations, blocks, sharing, and related details within the Accommodations (Attendee) section.
• Session Information, Attendee (in Speaker and Session Management)
  Help article describing how to view and assign session information to attendees in Speaker and Session Management.
• Custom Question Information (Attendee Answers)
  Overview of viewing and editing attendee responses to custom registration questions in the Certain Help Center.
• Registrations FAQ - Modifying Registration Details
  Instructions for changing the details of a single registration by navigating the overview and left navigation links.
• Registrations FAQ - Locating a Registration
  Guidance on locating a registration in Certain, including using the Event Dashboard, Query Registrations, reports, and the Badge Report.
• Registrations FAQ - Creating Registrations
  Overview of three methods to enter registration data into an event database: manual entry, bulk import, and online forms.
• Sel? and Web? options
  Warning about using Sel? and Web? options for Agenda Item Questions and how Answer Value affects agenda items in registrations.
• 'Send Email' for accepted registrations
  Documentation on using the Send Email option for accepted registrations in Certain's event workflow.
• Forms FAQ
  FAQ covering common tasks for managing forms in the Certain Help Center.
• Inline Additional Registrations
  Documentation on the Inline Additional Registrations feature, including highlights, fields, and configuration options.
• General FAQ - Using the HTML Editor
  Overview of the HTML Editor in Certain Help Center, including usage, modes, and security considerations.
• General FAQ - Sending Emails
  Overview of how emails are sent in the Certain platform, including group and individual messaging.
• Reports FAQ - Registrations to Review
  Overview of the Registrations to Review report in the Event Dashboard, including categories like Deleted Registrations, Test Registrations, Potential ...
• PDF Document
• Reports FAQ - Working with the Report Results Window
  Documentation for using the Report Results window in the Certain platform, including Action Bar, filters, drill-downs, and row controls.
• Reports FAQ - Report Setup (Event Reports)
  Guidance to create, edit, and manage custom event reports, including report types, tokenization, visibility, and access controls.
• Promo Codes
  Guide to creating, listing, and managing promo codes and discounts for event registrations.
• Packages
  Guide to Packages in the Certain Event platform, including creation, configuration, and reporting.
• Logic Rules (Attendee Form)
  Overview of logic rules for Attendee Form in Certain Plan registration.
• Agenda Section Details (Registration Form)
  Details on configuring agenda sections for registration forms, including headers, grouping, display fields, and rules.
• Questions Section Details (Registration Form)
  Instructions to add and configure a Questions Section within a registration form, including headers, display conditions, and question types.
• Attendee Types
  Documentation detailing attendee types, their configuration, fees, capacity, and related features for events.
• Custom Statuses
  Overview of standard and custom registration statuses for events in the Certain platform.
• Check-In Insights
  Dashboard showing real-time check-in data with Over Time, Attendee Type, and Questions Analytics graphs.
• Check-In: Session Configuration
  Guidance on enabling session check-in and configuring walk-in attendance for sessions in Certain Check-In.
• SSO (Single Sign-On) Configuration and Use
  Overview of configuring and using Single Sign-On (SSO) in Certain, including Admin, Attendee, and Check-In App SSO types and steps.
• SSO Configuration
  Instructions for configuring Single Sign-On in Certain's event platform for administrator users.
• Itinerary Settings
  Instructions for configuring the Itinerary PDF appearance and content in Certain's Event platform.
• Event Invoices
  Guide to using and editing event-level invoice templates, including templates, editing sections, and account-level invoices.
• Badges (in Badges V2)
  Documentation for configuring badge layouts and printing attendee badges with Badges V2 in Certain.
• Travel Information (Attendee)
  Details of attendee travel arrangements for events, including travel preferences, traveler information, flights, and individual flights.
• Agenda (Attendee)
  Explanation of the Agenda (Attendee) page, including navigation, personal agenda, agenda item information, and guest list details.
• Attendee Overview
  Overview of attendee details with options to review, edit, print name badges, itineraries, and related actions.
• Import Registration Agenda
  Instructions to import registration agenda items into existing registrations using the Registrations > Import page.
• Content
• Import Registration Data
  Instructions for importing registrations, registration agenda items, or session instances into the registrations database for an event.
• Event Dashboard
  Documentation for the Event Dashboard, including Setup and Registration Dashboards, navigation, and available actions.
• Registration Dashboard
  Overview of the Registration Dashboard with sections for completed registrations, status, and review tasks.
• Profile Overview
  Details of a person's Profile record, including contact info, external IDs, event registrations, and history.
• Russian Data Privacy
  Details on enabling and configuring the Russian Data Privacy sub-module in Certain Platform, including privacy configurations, event triggers, field m...
• Profile Anonymization
  Guidance on anonymizing user profiles to protect PII under GDPR in Certain's platform.
• GDPR Data Subject Requests Guide
  Guide for handling GDPR data subject requests in Certain platform, including view, edit, and delete (forget me) requests for registrants, speakers, an...
• User Information
  Documentation for managing users and account settings in the Certain platform.
• Account Usage
  Administrators can generate activity reports for account usage, including events, registrations, imports, and test registrations, with date ranges and...
• Assigning User Types
  Guide for assigning user types to Certain Users and the permissions of each User Type.
• Account Information
  Details for administrators to update account information, including contact details and invoicing notes.
• Registration Statuses (for tags)
  Instructions for tagging standard and custom registration statuses and related API notes.
• Industries (at account-level)
  Instructions to add and manage account-level industries for speaker and session management.
• Tags
  Administrators can manage account tags, with options to add, import, and export, and tag assignments to Agenda Items, Sessions, and other objects.
• Role Details
  Overview of the Role Details feature for managing roles and permissions in Certain.
• Signal Integration with Marketo Guide
  Guide for integrating Certain Signal with Marketo, covering setup, tagging, connections, flows, mappings, and troubleshooting.
• Privacy Compliance
  Administrators can access privacy compliance settings when the Data Privacy Module is enabled; sub-modules include Russian Data Privacy and Profile An...
• Check-In Settings
  Configuration of branding and settings for the Certain Check-In app, including logo, header background, and event list retention.
• Account History
  Overview of account history retention, scope, fields, and download options for administrative users.
• SSO Connections (for an account)
  Overview of configuring Single Sign-On connections for an account in Certain, including ADMIN, ATTENDEE, and CHECK-IN APP entry points.
• Using Forgot Password in Forms Guide
  Guide to using the built-in Forgot Password feature in Certain forms, including email templates and form setup.
• Entry Page (Attendee Form)
  Documentation of the entry page for attendee registration, including permissions, waiver, login, passcodes, SSO, and related options.
• Copy Registration Form
  Instructions to copy an existing registration form from the Forms List in the Certain platform.
• Scheduling Emails Guide
  Guide for scheduling emails to registrants within Certain Platform, including enabling, setting up, and managing scheduled emails.
• Creating User Accounts
  Guidance for creating and managing Users within a Certain account, including user types, visibility, and password handling.
• Security, Compliance, and Enterprise Scale for Global Event Programs
  Security, compliance, and enterprise-scale governance for global event programs, including PCI DSS, SOC 2, privacy controls, encryption, access govern...
• Our Customers Tell The Best Stories
  Customer stories highlighting how organizations use Certain’s event management platform to improve efficiency, branding, scale, and insights.
• What’s Next in Event Intelligence
  Overview of AI’s potential in the event industry, including trends, data roles, and privacy implications.
• Scaling Event Intelligence for Business Success
  Download this whitepaper to understand how to measure, gain insight, and communicate ROI across a holistic event program with an overarching event int...
• Redefining the Event Landscape in the Enterprise World
  Part 1 of the Enterprise Events series explains how events serve as strategic tools to drive growth, foster innovation, and enhance brand value.
• 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 ...
• How to Accelerate Revenue with Intelligent Events
  Guide on accelerating revenue by leveraging intelligent events to engage customers throughout the buying journey.
• How Grand Connections Scaled Events with Certain
  Video on demand detailing how Grand Connections scaled events with Certain's platform.
• Events as a Strategic Lever in B2B Marketing
  An eBook, Part 2 of the Enterprise Events series, explaining how events serve as a strategic lever in B2B marketing and how to plan, measure, and adap...
• The Event Marketing Playbook: Metrics & Data Strategy
  Data drives successful B2B event marketing. The Playbook covers tracking event marketing metrics to uncover hidden demand and pipeline.
• Ultimate Guide to Event Data Orchestration
  Event data plays a crucial role in driving business outcomes by empowering marketing professionals to make informed decisions. To make event data trul...
• From Attendee to Advocate: Mastering Buyer Engagement at Events with AI & Event ...
  An eBook explaining how AI and event intelligence turn attendees into advocates and help measure event impact.
• Touchpoint Ignite — Event Apps for Exceptional Attendee Experiences
  Touchpoint Ignite delivers personalized, data-driven event experiences at scale with AI recommendations, mobile app capabilities, and built-in analyti...
• Stripe | Partner
  Certain’s Stripe integration provides a fast, familiar payment method for registration, paid sessions, and add-ons, backed by Stripe’s secure global i...
• Samantha Smith Productions | Partner
  Samantha Smith Productions transforms clients' vision and information into meaningful content that creates memorable experiences and engages the audie...
• metroConnections | Partner
  Partner page describing metroConnections as a single source for creating and managing the entire event experience.
• A-Plus Meetings | Partner
  A-Plus Meetings & Incentives is a large, certified woman-owned meeting company serving Fortune 500 corporations with high-touch meetings and strategic...
• Certain Partner Network
  An ecosystem of valued partners with proven solutions to help you add value to your events programs.
• Expand Your Reach With Our Expertise
  Overview of Certain's Partner Program and partner ecosystem for technology and services partners.
• Connect with our Awesome Sales Team
  Sales contact form and department contact details for Certain.
• Content
• Certain. Make Every Moment Count.
  Overview of Certain's mission to transform events into revenue through AI-powered engagement, leadership bios, values, and opportunities to join the t...
• Participant Type
  Explains how Participant Types group users and restrict features by Participant Type in Touchpoint.
• My Credits
  Help article describing how to manage credits, credit types, and certificate options in My Credits.
• Live Polling
  Instructions for using Live Polling with Touchpoint, including setup, branding, playback, and audience display.
• Login Options
  Overview of login options in Touchpoint, including predefined attendee lists and no-predefined attendee list options.
• Bulk Uploading Content
  Instructions for bulk uploading content into Touchpoint using spreadsheets and the Import Content workflow.
• Scheduling and Publishing Sessions
  Guidance on scheduling sessions and publishing them using the session scheduler and mass actions.
• Email Analytics Frequently Asked Questions
  FAQ about email analytics including dashboard refresh, open tracking, click-through tracking, and policies.
• Event Setup: Contact
  Guidance on configuring the Registration Contact for events in the Certain platform, including creation, editing, and where contact information appear...
• Event Setup: Attendee Types
  Overview of Attendee Types, their uses, and how to create new Attendee Types.
• Event Setup: Details
  Documentation for updating basic Event information in the Event Setup Details page, including Event Details fields, Location, Contacts, and data secti...
• Using Google Analytics to Track Events in Certain
  Guide to configuring Google Analytics in Certain, including how to obtain and add a Tracking ID to various pages.
• Add To Calendar Updates
  Details on 7.1.7 Add to Calendar updates, including AddEvent integration and configuration changes.
• Administrators - Enabling E-Commerce for Payment Processing
  Information for administrators on how e-commerce works and how to configure it within Certain.
• Configuring Your Event's Payment Options
  Instructions for configuring online and offline payment options for an event, including selecting a processing account, processing options, and transa...
• Form Entry & Security
  Instructions for using an Entry Page, setting up a waiver, and configuring login options in Form workflows.
• The Consequences of Changing Your Event Code
  Overview of the consequences of changing the Event Code in Certain Platform, including file path issues and Touchpoint integration.
• How to Close Registration for an Event
  Step-by-step guidance to close event registration using Forms or Event Status in the Certain Help Center.
• General FAQ - Streamline Agenda Item Entry
  Instructions to streamline agenda item entry using Import and Export in the Certain platform, including steps and column tips.
• General FAQ - About Event Websites
  Definition and structure of event websites, including page composition and setup details.
• General FAQ - Setting Up Accounts
  Overview of account structures, sub-accounts, and customizing profile questions for configuring access and data separation in the Certain platform.
• General FAQ - Publishing Forms and Websites
  Overview of how Certain creates and shares URLs for online forms and websites and how to deliver them to attendees.
• General FAQ - Setting Up Websites
  Defines Websites used to convey information and lists default pages for a new website.
• General FAQ - Importing Registration Data
  Overview of methods to import registrations into the event registrations database, including external data, Salesforce, Eloqua, Marketo, and group or ...
• General FAQ - Managing Registrations
  Overview of registrations and profiles, including creation, modification, and relationship of registrations to profiles.
• General FAQ - Setting UP Online Forms
  Instructions on adding registrations and creating online registration forms for events, with a list of available form sections and their purposes.
• Email FAQ - Sending Email
  Instructions to send emails from the Certain Platform to a single registrant or a group.
• General FAQ - Managing Profiles
  Overview of managing profiles, difference from registrations, custom profile data, profile management, messaging, online access, and account structure...
• General FAQ - Creating an Event
  Overview of methods to create events in Certain: from scratch, copy existing, or from a template.
• General FAQ - Setting Up Online Forms
  Instructions for creating and managing online registration forms within the Certain platform.
• General FAQ - Setting Up Users
  Overview of how to set up and manage system users and assign user types in Certain's Help Center.
• Event FAQ - Working with Agenda Items
  Documentation on creating, editing, and managing agenda items in events, including item details, dates, inventory, fees, and labels.
• Adding Questions to Agenda Items
  Legacy feature article describing how to assign custom questions to agenda items and related cautions.
• General FAQ - Setting Up an Event
  General FAQ covering event setup, including event details, attendee types, questions, agenda items, payments, accommodation, and online display.
• Reports FAQ - Collecting Multi-Event Data for Consolidation Reports
  Overview of multi-event data, consolidation reports, and how to collect custom event data.
• Reports FAQ - Define Report Export Actions
  Guidance on configuring mass actions that run automatically when exporting a report.
• Reports FAQ - Event Agenda Summary Report
  Explains the Event Agenda Summary Report, including export to Excel and definitions for Paid, Balance Due, Pending, Cancelled, Total, Collected, Inven...
• Reports FAQ - Report Subtotals
  Details on displaying subtotals in reports, including grouping options and how subtotals render in export formats.
• Reports FAQ - All Registrations by Status Report
  Overview of the All Registrations By Status report, including status classifications and comparisons with Completed Registrations by Attendee Type.
• Reports FAQ - Completed Registrations by Answer Report
  Overview of the Completed Registrations by Answer Report in the Certain Help Center, including how totals are calculated and how to view registrations...
• Define Report Export Actions (Setup)
  Instructions for configuring automatic Mass Actions when exporting reports, including selection of actions and export methods.
• Choose Report Filters (Account Reports)
  Documentation on configuring Date, Standard, Drill-Down, and Advanced Filters for Account Reports in the Certain platform.
• User-Defined Column Details (Account Reports)
  Instructions for creating and editing user-defined columns in account reports, including types, definitions, and combining columns.
• Pick Report Columns (Account Reports)
  Instructions for selecting, reordering, filtering, and customizing data columns in account reports on the Certain platform.
• Report History
  Page showing the history of Changes Reports and reports containing full Credit Card Numbers run on data within the current account. The history covers...
• Custom Report Header and Footer (Account Settings)
  Instructions to add a custom header and footer to reports using the HTML Editor, including data field insertion and output format notes.
• Report Setup (Profiles)
  Instructions for creating and configuring custom profile reports in Certain's Help Center.
• Profile Reports
  Use this page to create and run reports on the profiles in your Certain account. Profiles include attendees, speakers and reviewers in all events in t...
• Custom Profile Information
  Details about the Questions tab and allowed types of custom profile questions.
• Email (Profile)
  Instructions for composing and sending email messages to individual profile contacts from the Email page.
• Profiles Area Options
  Overview of the Profiles area features including Find, Edit, Add, and Import Profiles and how Profiles relate to Registrations.
• Content
• Speaker Catalog Designer
  Guide to set up and manage Speaker Catalogs in Certain Platform.
• Conference Catalogs
  Documentation for managing conference catalogs, including Catalog List, syncing sessions and speakers, and adding catalogs.
• Pages (Reviewer Portal)
  Instructions for managing pages in the Reviewer Portal, including adding pages, editing details, and previewing the site.
• Branding & Footer (Reviewer Portal)
  Instructions for branding and footer configuration in the Reviewer Portal for events.
• Reviewer Layout (Reviewer Portal)
  Instructions for configuring the My Information page in the Reviewer Portal.
• Session Catalog Designer
  Guide to set up and edit a Session Catalog using the Session Catalog Designer in events with Speaker and Session Management.
• Login (Reviewer Portal)
  Configuration guidance for the Reviewer Portal login page, including sign-in options and layout.
• Site Layout (Reviewer Portal)
  Guide to configuring the color palette and navigation bar for the Reviewer Portal in an event.
• Settings (Reviewer Portal)
  Overview of editing general settings for the event's Reviewer Portal, including Name, Google Analytics Tracking ID, Web URL, timeout, and date/time di...
• Reviewer Portal
  Guidance for enabling and configuring the Reviewer Portal in events using the Certain Help Center.
• Tier: Add/Edit
  Instructions for adding and editing a Tier in the Speakers and Sessions Management workflow of the Certain platform.
• Tiers
  Information about tiers for reviews in the Speaker and Session Management module.
• Reviewer: Add, Edit, or View
  Help article detailing how to add, edit, or view reviewers in Speakers and Sessions.
• Sessions (Manage Reviews)
  Instructions for managing session reviews in the Certain Speaker Portal, including acceptance, rejection, review routing, and filtering.
• Session Reviews
  A dashboard page that summarizes the current status of session reviews in the Certain Speakers and Sessions management system.
• Submit Abstract (Speaker Portal)
  Instructions to configure the Speaker Portal page for submitting abstracts and managing speakers and sessions.
• Conditional Logic (in Speaker Portal)
  Guide to adding conditional logic to a Speaker Portal page to control content display based on rules.
• My Session Details (Speaker Portal)
  Instructions for configuring the My Sessions page in the Speaker Portal of the event platform.
• Dynamic Emails Guide (PDF)
  A PDF guide detailing how to build dynamic email templates using Content Blocks and Display Rules, with content adapting based on registration values.
• Accommodation Sub-Block Information
  Information on creating and managing accommodation sub-blocks for events in Certain.
• Promo Codes – Quick Guide
  Brief PDF guide describing how to set up Promo Codes for events and the requirement to enable the Registration Groups as Promo Codes sub-module.
• Event Promo Code Import Wizard
  Instructions to import promo codes from a CSV file into an event using the Promo Code Import Wizard.
• Discount Import Wizard
  Instructions to import discounts into an event from a CSV file using the Discount Import Wizard.
• Auto-Match Roommates
  Guide to using the Auto-Match Roommates feature, including summary, auto-match, and roommate matching preferences.
• Pending Roommates
  Page describing roommate pairs pending approval for event accommodations.
• Account Room Types
  Instructions for managing account-wide Room Types used in Accommodation Blocks.
• Import Room Reservations
  Instructions to import attendees' accommodation reservations into an event from Excel or CSV files.
• Import Accommodation Blocks
  Guidance to prepare and import accommodation blocks via CSV into an event on the Certain platform, including prerequisites and step-by-step instructio...
• Accommodation Import
  Guide for importing accommodation data: Blocks and Room Reservations, with links to their topics.
• Hotels
  Help article describing how to set up and manage hotels for an event, including adding hotels, editing details, and aligning with registration forms.
• Accommodation Statuses
  Definition and configuration of Booking Statuses and Action Codes for attendees' accommodation bookings, including where to add and view them.
• PDF Document
• Import (Travel)
  Guide for importing travel data from CSV files, including data types, file preparation, and field mappings for Flights, Flight Inventory, and Attendee...
• Flight Packages
  Overview of managing flight packages within Travel Packages, including adding, editing, exporting, and assigning flights to packages.
• Website FAQ Page
  A generic page for placing static content on the public-facing Website.
• Events Calendar Web Page
  Instructions for the Events Calendar Web Page: how it displays active events and how to filter by Live status or by a report.
• Events List Web Page
  Documentation for configuring and using the Events List page in Certain's Websites, including the Events List Table fields and default no-events text.
• Event Details Page
  Overview of the Event Details Page in the Certain Help Center, including access path and dynamic data fields for event information.
• Web Site Home
  A generic Home page to place static content for display on the public side of the website.
• Website Display
  Documentation for the Website Display feature, detailing the Display Shell, Dynamic Data Fields, and styling attributes.
• Account Websites
  Account Websites lists all account-level websites created for the current account and provides actions to create, edit, preview, and manage favorites.
• Copying Consolidation Reports
  Instructions to copy an existing Consolidation report using the Copy Wizard in Consolidation Reports.
• User-Defined Column Details (Consolidation Reports)
  Guidance on creating up to 20 user-defined columns in Consolidation Reports, including definitions, display options, and combining fields.
• Define Report Export Actions (Events)
  Guidance on triggering Mass Actions during report export in Certain's Help Center.
• Custom Report Header and Footer (Consolidated Reports)
  Instructions to add a custom header and footer to reports in Certain's Consolidated Reports, including HTML Editor usage and PDF/Excel format notes.
• Content
• Pick Report Columns (Consolidation Reports)
  Instructions for selecting and ordering data fields in Consolidation Reports within the Certain platform.
• PDF Document
• Choose Report Grouping (Events)
  Documentation on configuring report grouping for events, including grouping levels, sort criteria, date grouping, and print options.
• Specify Report Display Options (Events)
  Options for display and print settings of event reports in Certain.
• Report Setup (Consolidation Reports)
  Instructions for creating and managing Consolidation Reports across multiple events in the current account.
• Payments and Refunds Summary – Current Account
  A summary of all payments and refunds for all events in the current account, grouped by 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 its sub-accounts, grouped by payment type and date processed.
• Support or Helpdesk Hours and Contact Information
  Official support hours, real-time assistance availability, 24/7 ticket submission, urgent support guidance, and the helpdesk email.
• Allowlist IPs for Support Emails
  Instructions to allowlist the IP Range and Subnet used by Certain support emails to ensure delivery.
• Build and Manage an Event - Step 10
  Post-event tasks to clean up the database and reconcile registrations.
• Build and Manage an Event - Step 8
  Instructions to go live for an event, including changing status, adjusting form dates, and testing registrations.
• Build and Manage an Event - Step 9
  Instructions for planning and creating reports for event registrations, including summary reports, system reports, custom reports, groups and subtotal...
• Build and Manage an Event - Step 7
  Step 7 provides a readiness checklist for online registrations.
• Build and Manage an Event - Step 4
  Step 4 covers adding options to an event registration form, including agenda items, accommodations, payments, and logic settings.
• Build and Manage an Event - Step 6
  Guidance for creating marketing elements to promote event registration, including links, websites, and email templates.
• Build and Manage an Event - Step 2
  Guidance for entering basic event details in Step 2, including title, unique code, location, contacts, options, and statuses.
• Build and Manage an Event - Step 1
  Step 1 of the Build and Manage an Event guide focusing on planning the event building project in the Certain platform.
• Build and Manage an Event - Step 5
  Step 5 explains how to customize the look and feel of an event using template, basic display, or advanced display options.
• Profiles FAQ
  Frequently asked questions about profiles in the Certain Help Center.
• How to edit the default error message in the event
  Instructions for customizing default error messages in event form validation within the Certain platform.
• How to delete a registrant from an event
  Step-by-step instructions to remove a registrant from an event in the Certain platform.
• How to Copy an Event
  Instructions for locating and copying an event in Certain's Help Center.
• How to Delete an Event
  Steps to delete an event or program from an account or organization, including locating the event, adjusting pagination, and deletion with a note abou...
• How do I add an event owner
  Instructions to add an event owner in the Certain platform, including navigation steps and the administrator contact.
• How to Disable Automatic Emails when changing attendee custom status
  Step-by-step instructions to disable automatic emails when updating a registration's custom status in the Certain platform.
• How to add an Event
  Instructions for administrators and event builders to create a new event in an account within the Certain platform.
• Importing Registrations
  Guidance on importing and updating registrations in Certain, including key field precedence, preparing import files, and the step-by-step import proce...
• Content
• Meeting Requests (Home)
  Overview of the Meeting Requests Home page in the Certain Help Center, detailing list view, filters, and actions.
• Reports FAQ - Printing and Exporting Reports
  Overview of formats for delivering reports: HTML, PDF, Excel, CSV, and TXT.
• Profiles FAQ - Exporting Profiles
  Profiles can be exported from the Report Results window by selecting profiles and choosing an export or print format.
• Profiles FAQ - Inviting or Registering Profiles
  Instructions to invite or register profiles for an event in the Certain Help Center.
• Profiles FAQ - Searching Profiles
  Guidance for searching profiles using standard and advanced filters, including wildcard searches.
• Copy an Existing Report
  Instructions for duplicating an existing report using the Report Copy Wizard, including steps and changes report considerations.
• Certain 7.1.5 Release Notes
  Release notes detailing enhancements and bug fixes for Certain 7.1.5.
• Certain 7.1.4 Release Notes
  Release notes for Certain 7.1.4 detailing bug fixes across admin interface, country list, email, forms, groups, reporting, and session management.
• Certain 7.1.3 Release Notes
  Release notes for Certain platform version 7.1.3 including enhancements and bug fixes.
• Certain 7.1.2 Release Notes
  Release notes for Certain 7.1.2 covering enhancements and bug fixes across payment processors, digital events, form sessions, API, email, event lists,...
• Certain 7.0.7 Release Notes
  Release notes for the Certain platform version 7.0.7, including bug fixes across modules.
• Content
• Certain 7.0.5 Release Notes
  Release notes for Certain platform version 7.0.5 detailing enhancements and bug fixes.
• Certain 7.0.6 Release Notes
  Release notes for Certain 7.0.6 detailing enhancements and bug fixes across admin, forms, reporting, and Zoom integration.
• Certain 7.0.4 Release Notes
  Release notes for Certain 7.0.4 including enhancements and bug fixes.
• Certain 7.0.3 Release Notes
  Release notes for Certain 7.0.3 covering enhancements to attendee type inventories, session catalog improvements, and bug fixes.
• Certain 7.0.2 Release Notes
  Release notes for Certain 7.0.2 including enhancements and bug fixes.
• Certain 7.0.1 Release Notes
  Release notes for Certain 7.0.1 detailing enhancements and bug fixes.
• Certain 7.0 Release Notes
  Overview of Certain 7.0 release notes including accessibility updates, Digital Events enhancements, webinars integration, speaker management, data obj...
• Previous Release Notes (Links)
  List of links to previous release notes for Certain versions.
• Labels for Registration Assistance Link
  Instructions for customizing the registration assistance message shown to attendees in the Certain Help Center.
• Agenda Item Error Messages
  You can customize error messages related to agenda items.
• Required Fields Messages
  Message labels and default values for required fields in the Certain Help Center forms.
• Product Request
  Instructions to add, remove, or request features for your Platform Account by emailing help@certain.com.
• Meeting Requests (Websites)
  Help center article describing Meeting Requests for Websites, including page content, labels, and viewing options.
• Event FAQ
  Frequently asked questions for managing an event in the Certain Help Center.
• Registration Header
  Overview of the standard header shown on admin-side Registration pages and navigation to Financials and handling multiple registrations.
• Checking Imported Registration Data
  Instructions to view imported registration data in Certain by clicking the underlined number in the All Registrations By Status area.
• Financials (Attendee)
  Overview of attendee financials including transactions, payments, refunds, invoices, and general ledger setup.
• Registrations FAQ - Updating a Group of Registrations
  Mass actions enable updating multiple registrations at once using the Mass Action drop-down, saving time by batch updates.
• Unmatched Roommates
  Help article describing the Unmatched Roommates workflow in planning accommodation.
• Matched Roommates
  Overview of the Matched Roommates page listing matched roommate pairs and related columns and features.
• Registrations FAQ
  FAQ covering how to create, find, edit, import, and manage registrations within the Certain platform.
• Assign Roles
  Background and steps for assigning roles to events in Certain's Help Center.
• Basic Navigation Within Certain
  Overview of the Global Links and Primary Navigation in the Certain help center.
• How to Mark an Event as Favorite
  Instructions to mark an event as a favorite from the Event's Dashboard by clicking the star icon; the event appears in global navigation for quick acc...
• How to Import Accommodation Details
  Steps to import and update accommodation details for registrations, with templates and resources.
• Content
• Registration - Automatic Event Waitlisting
  Guide to enable and configure Automatic Event Waitlisting, including capacity, email templates, event options, and waitlist form setup.
• Update Full Capacity/Inventory Messages
  Instructions to update full capacity or inventory messages for sessions and agenda items in the Certain Help Center.
• Appointment Preferences (Attendee Form)
  Instructions for configuring and using the Appointment Preferences form for attendees, including setup recommendations and registrant usage.
• What is a Primary Form?
  Explanation of the Primary Form designation, editing, and related behavior in Certain's form setup.
• Multi-Page Lists
  Explanation of how multi-page data-list pages function in Certain, including pagination, filtering, and remembering user preferences.
• Setting Up Digital Sessions
  Guidance for configuring digital events in Certain Platform using Zoom or ON24 via Certain Signal.
• Digital Events: Using Certain Signal with ON24
  Guidelines to configure Certain Signal with ON24 for digital events.
• Setting Up a Digital Event
  Instructions for configuring digital events with Certain Platform, including Certain Signal integration with Zoom and ON24.
• Digital Events: Using Certain Signal with Zoom
  Instructions to configure Digital Events using Certain Signal with Zoom, including prerequisites, one-off configurations, and per-event settings.
• Digital Events: Overview
  Outline of setting up digital events in Certain, including prerequisites and steps for Zoom, ON24, and Certain Platform.
• Build and Manage an Event - Step 3
  Step 3 covers creating and customizing registration forms in the Certain Help Center.
• General FAQ - Integration Link Examples
  Instructions and examples for creating web integration links in Certain's platform.
• General FAQ - Using the Travel Module
  Overview of the Travel Module, its data collection capabilities, and activation steps for Travel Requests, Travel Reservations, and Travel Packages.
• General FAQ - About Spam Filtering
  Overview of how Certain handles email deliverability and spam filtering, including From address considerations and DNS changes.
• General FAQ - Using Username (PIN) Fields
  Definition and behavior of Username (PIN) fields in the Certain platform.
• General FAQ - Tips for Names, Codes, and Labels
  Guidance on setting Name, Code, and Label/Display values for items in Certain, including definitions and examples.
• General FAQ - Managing Room Sharing and Roommate Matching
  Room Sharing and Roommate Matching (RSRM) enables tracking of two attendees sharing the same hotel room during the event, with configuration options u...
• General FAQ - Activating Agenda Item Waitlist on Forms
  Instructions to activate waitlists for full agenda items within each agenda section of a form.
• Content
• Certain Support
  Overview of access to the Certain Support Site and the available support channels.
• Global Navigation Icons
  Overview of the global navigation icons in Certain Help Center, including the Support bot, Recent Items, Favorites, and Page Help.
• Suppliers (List)
  Overview of how to view, filter, and manage suppliers for the current account in Certain.
• Event List (from Login)
  Overview of the Event List page shown after login, including filters, columns, and actions.
• Search For Websites
  Instructions for searching for Websites across events and accounts in the Certain Help Center.
• Search For Forms
  Instructions for searching forms across events and accounts, including search criteria, operator usage, wildcards, and pagination.
• Content
• Search For Profiles
  Guide to searching for profiles across accounts using fields, operators, text, and pagination in the Certain Help Center.
• Search
  Guide to using the Search feature across Registrations, Profiles, Events, Forms, and Websites.
• Search For Registrations
  Guidance for searching registrations across events and accounts, including criteria fields, operators, wildcards, pagination, and sorting.
• My User Information
  Use the options on this page to update basic user information and change your password.
• My Profile
  Guide to configuring the My Profile section within a website on the Certain platform.
• Website News Page
  A generic page for static content displayed on the public side of the website.
• Create a Website (at account-level)
  Instructions for creating and configuring account-level websites in Certain.
• E-commerce FAQ - Configuring E-commerce Accounts
  Guidance on configuring e-commerce accounts and PayPal integration in the Certain platform.
• Forms FAQ - Linking Website to Forms
  Instructions for linking an external website to a Certain registration form.
• Forms FAQ - Changing the Order of Items on a Form
  Instructions on configuring the order of form sections and how to reorder registrant details, attendee types, questions, and agenda items.
• Forms FAQ - Setting Up the Agenda Search Section
  Guidance on configuring the Agenda Search filters, including field labels, pagination, and no-results messaging.
• Forms FAQ - Creating Form Section Headers
  Explains how to configure Section Header in registration forms, including Text Above Header, Header Text, and Text Below Header, defaults, formatting ...
• Forms FAQ - Creating a New Form
  Steps to create a new registration form, including how to access the Create a New Form page and copy an existing form.
• Forms FAQ - Editing Forms
  Instructions for editing a form in the Certain platform, including left navigation functions and split-screen preview tips.
• Forms FAQ - Previewing a Form
  Instructions for previewing forms in Certain's Form builder, including split screen edit mode and preview–edit toggling.
• Refunds FAQ - How to Process Refunds
  Guidance on processing refunds for fee-based events, including SCAR steps, cancellation fees, and negative Balance Due requirements.
• Using Event Templates
  Guidance on creating and managing event templates in Certain's Help Center.
• Consolidation Reports
  Overview of consolidation reports for the current account and system reports, including how to add, copy, and run reports.
• Copy Event (Wizard)
  Instructions for copying an existing event using the Copy Event wizard, detailing steps, fields, and notes.
• Event List (for Reviewers)
  Instructions for reviewers using the Event List in Certain, including access, sorting, and event column details.
• Event List (Reports-Only Users)
  Help article describing how Reports-Only users access and use the Event List, roles, users, reports, and filtering within Certain.
• Event List
  Overview of the Event List in the Certain Platform Help Center, including how to add, export, filter, and view events.
• Registration Groups – Quick Guide
  The Registration Groups Quick Guide is an illustrated PDF guide for setting up and using Registration Groups in an event.
• Import (Groups)
  Guidance to import groups via CSV into an event, including preparation, data import mapping, and post-import steps.
• Group Reports
  Documentation for Group Reports in the Certain Help Center, including the Group Summary Report and its columns.
• Assign Groups
  Guide to assigning a group to registrations in Certain's Help Center.
• Custom Fields
  Learn how to manage group custom fields to store extra information for each event group, including how to add, edit, and delete fields (up to ten per ...
• Group List
  Documentation for Group List in the Registration Groups module, including group management and assignment features.
• Accommodation Blocks
  Overview of accommodation blocks, prerequisites, importing, sub-blocks, and utilization reports for event planning.
• Flights
  Guide to viewing, adding, editing, and exporting flights within the Travel module's Travel Packages in Certain.
• Travel Configuration
  Travel Configuration page for the Travel Packages sub-module, defining transfer times, statuses, transportation types, and event airports.
• Custom HTML Section Details (Registration Form)
  Instructions to add and configure Custom HTML sections in a registration form, including headers, HTML content, and display conditions.
• Custom HTML (Registration Form)
  Guide to using Custom HTML sections within registration forms, including creation, naming, and management of up to 20 sections.
• Additional Registrations (Attendee Form)
  Instructions for configuring and using Additional Registrations on a single order form, including form setup, transfer of primary to additional regist...
• Travel (Attendee Form)
  Documentation describing Travel Entry, Travel Requests, traveler information, flight options, and transportation preferences for the Attendee form.
• Content
• Accommodations (Attendee Form)
  Help article detailing how to include and configure the Accommodations section in registration forms, including entries, lists, payments, and room-sha...
• Groups (Attendee Form)
  Help center article describing how to configure Groups (Attendee Form) within the Certain platform.
• Confirmation (Attendee Form)
  Settings and instructions to configure the confirmation page for an event registration form, including email confirmations, itinerary, calendar add-on...
• Verify / Edit Info (Attendee Form)
  Instructions for verifying and editing attendee information on the Verify/Edit page of the registration form.
• Registration Confirmations
  Create custom, personalized registration confirmations for events using dynamic fields, links, barcodes, and section headers.
• Payment Options (Registration Form)
  Configuration page to manage payment handling on the Registration Form's Payment page, including available methods and processing settings.
• Promo Codes (Attendee Form)
  Guide to configuring promo codes for attendee forms, including setup, sequence placement, and error handling.
• Session Display Options (Registration Form)
  Instructions for configuring session display options, including search, filters, and calendar integration in registration forms.
• Sessions (Attendee Form)
  Guidance on configuring and using Session Sections, Session Templates, and Speaker templates within Attendee Forms on the Certain platform.
• Agenda Display Options (Registration Form)
  Guidance on configuring Personal Agenda, Agenda, and Agenda Guest List sections for registration forms in the Certain platform.
• Agenda (Registration Form)
  Documentation describing Agenda sections for registration forms, including creation, formatting, prerequisites, and display options.
• Questions – (Header Details)
  Details for configuring header sections within the Questions feature of event setup in Certain's platform.
• Questions (Registration Form)
  Guide for configuring and using the Questions sections in a registration form, including prerequisites, sections, verify/confirm, and backward compati...
• Attendee Types (Attendee Form)
  Details on configuring and displaying Attendee Types within the Attendee Form, including display settings, waitlist, and fee options.
• Registrant Details (Attendee Form)
  Overview of the Registrant Details section of the registration form, including header configuration, field selection, and options.
• Enable Forgot Password
  Configuration details for the Forgot Password workflow in the Certain Help Center.
• Form Setup (Attendee/Registration Form)
  Guidance for configuring attendee registration forms in the Certain platform, including sections, setup information, page layouts, and advanced settin...
• Display
  Display refers to the look and feel of your event forms, websites and emails.
• Cookies in Certain
  A brief PDF guide to the cookies added to registrants' browsers by forms and webpages created with Certain; highlights essential cookies for admin-sid...
• Create a Registration
  Help Center article describing how to create and manage registrations for an event, including attendee type, status, and registration information.
• Create a New Form
  Guide to creating a new registration form in Certain's Plan > Forms, including setup, page layout, display settings, and advanced options.
• Forms List
  Documentation describing the Forms List for an event in the Certain Help Center, including how to create and manage forms and their sections.
• Travel Information (Event Setup)
  Guidance for configuring travel information within the Travel Module for an event, including Travel Questions, Travel Reservations, and Default Travel...
• Financials
  Help article detailing how to configure and manage online and offline payment processing, security options, taxes, and related settings for events.
• Agenda Items: Advanced (Custom Questions)
  Instructions for using custom questions to collect information for agenda items, including question types and editing steps.
• Extended Display
  Guide to configuring Extended Display for event forms, websites, and emails in Certain.
• Navigation Bar
  Settings and options to configure the navigation bar in an event, including display behavior, position, colors, and tab formatting.
• Site Setup (Event Website)
  Overview of configuring an event website in Certain Help Center, including page setup, display settings, and analytics.
• Primary Display
  Configuration options for the look and feel of event forms, websites, and emails.
• Assets
  Manage event and account assets such as images, scripts, and style sheets for use in events, with upload, display, and organization options.
• Event Display Fields
  Instructions to add and edit custom Event Display Fields for use in events, including Primary Display and Extended Display with Dynamic Data Fields.
• Questions
  The Questions page explains how to create custom questions for registration forms and related pages in Certain.
• Merchandise (Agenda Items)
  Instructions for managing merchandise items in events, including item lists, custom merchandise types, and group/classification management.
• Fees & Discounts (Agenda Items)
  Guidance on managing fees, discounts, taxes, and custom fee types for agenda items in the Certain event platform.
• Scheduled (Agenda Items)
  Help center article detailing how to manage scheduled agenda items, including viewing, editing, types, and groupings.
• Agenda
  Overview of agenda categories, items, and management features for event planning within the Certain platform.
• Notification Setup
  Configuration guide for email notifications when event capacity thresholds are reached.
• Event Websites
  Overview of event websites in the Certain Help Center, including how to view, create, and manage event-level websites.
• Add or Edit a Conference Session (in Speaker and Session Management)
  Guide for adding and editing conference sessions in Speaker and Session Management, including session details, scheduling, webinars, and additional de...
• Choose Report Grouping
  Documentation on grouping reports with up to three levels, including sorting, date grouping, and display options.
• Pick Report Columns (Data Fields) [Supplier Reports]
  Instructions for selecting, ordering, and renaming data fields in supplier report columns.
• Choose Report Filters (Suppliers)
  Guide to creating and using Date Filters and Advanced Filters for supplier reports.
• Select Report Subtotals
  Instructions for displaying subtotals within groups in supplier reports, including how to display, which fields to subtotal, and how subtotals appear.
• Display Options (Supplier Reports)
  Configuration of display, data export, and print settings for Supplier Reports in the Certain platform.
• Copying a Supplier Report
  Instructions for using the Copy Report Wizard to copy a Supplier report in the Supplier Reports section.
• Supplier Reports
  Overview of Supplier Reports in the Certain Help Center, including how to view, add, copy, and manage supplier reports.
• Report Setup (Suppliers)
  Documentation for creating and editing custom Suppliers reports in the Certain platform, including page sections and controls.
• Import Suppliers
  Guide to importing supplier data via the Import Suppliers Wizard, including preparing data, uploading, mapping fields, and options.
• Specify Custom Report Header and Footer (Supplier Reports)
  Guide to adding and formatting custom headers and footers for supplier reports using the HTML Editor.
• Supplier Detail Information
  Page describing how to edit or add supplier details, including standard fields, hotel information, and venue information.
• Contacts
  Guide to managing registration contacts in the Certain Help Center, including adding, editing, and assigning contacts.
• Event Details (or "Add Event")
  Documentation for configuring event details, codes, dates, webinar links, locations, roles, and related settings in Certain.
• Reviewers
  Instructions for adding, editing, importing, exporting, and anonymizing reviewers in the Speaker and Session Management module.
• Session Layout (in Speaker and Session Management)
  Documentation on configuring session layout for Simple and Conference Sessions in Speaker and Session Management.
• Speakers (in Speaker and Session Management)
  Guidance for adding, editing, and managing speakers and related functions within the Speaker and Session Management module.
• PDF Document
• Check-In: Alert Configuration
  Instructions to configure VIP alerts for Certain Check-In, including basic configuration, triggers, and contacts.
• Check-In: Create VIP Alert (wizard)
  Step-by-step wizard to add a VIP alert to Certain Check-In by selecting organizations, attendee types, attendees, and contacts.
• Kiosk Configuration
  Guidance for configuring Kiosk in Certain's Check-In suite, including Survey Question Configuration and Custom Kiosk Messages.
• Check-In: Question Configuration
  Configure which custom profile and registration questions appear during Check-In.
• Check-In: Basic Configuration
  Configuration page for the Check-In Basic settings, including temporary access codes, guest list options, and on-site workflow.
• EXPORT
  Documentation on configuring automatic mass actions for exported reports in Event Reports.
• Pick Report Columns (Event Reports)
  Documentation on selecting and ordering data columns for Event Reports in the Certain platform.
• User-Defined Column Details (Event Reports)
  Instructions for creating and configuring up to 20 user-defined columns in Event Reports, including single-field and multi-field columns, naming, and ...
• PAGE (Custom Report Header and Footer)
  Instructions to customize headers and footers for a custom report across formats, including dynamic data fields and the HTML Editor.
• Report Subtotals
  Guidance on displaying subtotals in reports, including per-group counts, grand totals, and how to configure numeric field subtotals.
• Choose Report Filters
  Help article describing how to use report filters including Date, Standard, Drill-Down, and Advanced Filters.
• Agenda Item Quantities
  Details about how agenda item quantities are displayed in event reports, including the Quantity and Quantity Label options.
• Choose Report Grouping
  Documentation on creating and configuring summary groups for report data in Certain's Reports/Analyze tool, including how to display, sort, and custom...
• Display Options (Event Reports)
  Options to control display and print formatting for Event Reports in the Certain Help Center.
• Report List
  Overview of the Event Reports List, including running, adding, copying, and filtering reports.
• Setup Dashboard
  Overview of the Setup Dashboard in the Certain event platform, detailing header, event details, standard modules, and additional modules for event con...
• Registration History (Attendee)
  Help article describing how to view and manage changes in an attendee's registration history.
• Profile History
  Help article describing how Profile History tracks changes to attendee profiles and how to view details and add notes.
• Google Analytics in Certain Guide
  Guide to setting up and using Google Analytics in the Certain platform, including website profiles, tracking IDs, and per-page URLs.
• Cookies in Certain Guide
  Guide detailing essential and non-essential cookies used by the Certain platform, with browser instructions for accessing cookie data.
• Event Options
  Configure event settings and modules for an event in the Certain Help Center.
• Email a group of registrations
  Instructions to email a group of registrations using an email template, including selecting registrants, choosing templates, editing the message, and ...
• Uploading an Email Attachment
  Instructions for attaching a file to an email in the Certain platform, including path format and conflict handling.
• Digital Events Email Templates
  Email template automatically sent to new digital event registrants; editable when the Digital Events module is enabled.
• Scheduled Emails
  Overview of viewing and managing scheduled emails in a Certain event, including the active emails list and copied event behavior.
• Scheduled Emails Guide (PDF)
  A help-center article that directs users to the PDF guide explaining the process of scheduling emails in Certain.
• Reviewer Email Templates
  Help article describing how to create and manage reviewer email templates for session reviewers in Certain.
• Speaker Email Templates
  Instructions for creating, editing, and managing speaker email templates in the Certain event platform, including dynamic fields and attachments.
• Printable Confirmations (Event-Level)
  Instructions for creating and using event-level printable confirmation templates, including headers, barcodes, sections, and notes.
• Speaker and Session Management User Guide
  An illustrated PDF guide describing how to manage Sessions and Speakers in an event.
• Introduction to Speaker and Session Management (PDF)
  Concise overview of the Speaker and Session Management module provided as a PDF, with access instructions and links to related articles.
• Event Session and Speaker Summary Report
  A report listing all qualified sessions and their speakers, including session name, code, status, and speaker names. Export to Excel is available when...
• Sessions Report
  A detailed list of all event sessions with fields and an Excel export option; available when the Speaker and Session Management module is enabled.
• PDF Document
• Event Session Summary Report
  A summary of how many of each scheduled instance of the event's sessions have been selected by attendees. Includes all non-cancelled session reservati...
• Speakers Report
  A detailed list of all speakers assigned to the event, including profile information, bios, abstracts, and whether speaker agreements and profile pict...
• Sessions (in Speaker and Session Management)
  Help Center article detailing how to view, filter, and manage sessions and session instances in Speaker and Session Management, including types, level...
• Email (Attendee)
  Instructions for sending emails to attendees from the event management interface, including templates, fields, attachments, and previews.
• Content
• Attendee Profile
  The Attendee Profile page contains contact information about the attendee, and basic registration information, including Attendee Type and Status.
• Import/Update Registrations
  Instructions for importing and updating registrations using the Registration Import Wizard in Certain.
• All Registrations By Status
  The standard summary report showing complete and incomplete registrations by status, with two pie charts and a table, exportable to Excel.
• Completed Registrations by Attendee Type
  Summary report of complete registrations grouped by attendee type, including bar chart, pie chart, and a detailed table.
• PDF Document
• Custom Report Header and Footer (Profile Reports)
  Help Center article detailing how to add and format custom headers and footers for profile reports, including supported formats and data-field usage.
• Choose Report Filters (Profiles)
  Documentation on building and using report filters for Profiles, including Date Filters and Advanced Filters.
• Select Report Subtotals (Profiles)
  Instructions for displaying subtotals in printable Profiles reports, including grouping and total options.
• Pick Report Columns (Profiles)
  Instructions to select, reorder, and customize data columns for profile reports in the Certain platform.
• Content
• Report Display Options (Profiles)
  Options for displaying and printing the selected Profile report, including display formats, data formats, and print settings.
• Copying a Profiles Report
  Instructions for copying a Profiles report in the Profiles area of the Certain platform.
• Search Profiles
  Guidance on using the Search Profiles page to filter and locate profiles within the Certain Help Center.
• Profile List
  Overview of the Profile List in the Certain Help Center, including the Profile concept and how to add, find, import, and edit profiles.
• Create a New Profile, or Edit a Profile
  Guide to create or modify a profile in Certain's Help Center, including required fields and data sections.
• Security Settings
  Account Settings security options for PCI compliance, including session timeout, password expiration, and email-related settings.
• Data Format
  Administrators can limit fields affected by data reformatting on the Data Format page.
• Printable Confirmations (Account-Level Templates)
  Account-level templates for printable confirmations, including template details, barcode options, and section headers.
• Account Invoices
  Guidance on creating, editing, copying, and customizing account-level invoices in Certain.
• E-commerce Account Details
  Documentation for configuring e-commerce accounts in the Certain platform, including processor options and account settings.
• Financial
  This section contains financial (invoice) settings for the current account.
• Custom Profile Data
  Guidance on profile data, custom questions, and default field settings in Certain's registration system.
• Sub-Accounts
  Guidance on creating and managing sub-accounts within an account, including required fields and options.
• Copying an Account Report (Report Copy Wizard)
  Instructions for copying an existing Account or System Report using the Report Copy Wizard in Certain.
• Report Setup (Account-Level Reports)
  Guidance for creating and managing account-level reports in the Certain platform.
• Account Report List
  The Account Report List page shows all Account Reports, System Reports, and Role-Based Reports with options to preview, edit, delete, favorite, copy, ...
• Job Functions (at account-level)
  Instructions for adding and editing account-level job functions used in speaker and session management.
• General Ledger
  Instructions for configuring General Ledger accounts, using default values, or adding custom G/L values in Certain.
• Content Blocks (At Account Level)
  Guide to configuring account-level HTML content blocks in the Certain platform, including usage in emails, forms, websites, and conditional display ru...
• Custom Event Data
  Documentation on Custom Event Data in Certain Help Center, including access, usage, and management of custom event data and questions.
• Signal Integration with Advanced Webhooks Guide
  Guide to using Certain Signal to integrate with other applications via Advanced Webhooks, including nested JSON and flow mappings.
• Signal Integration with Eloqua Guide
  Guide to using Certain Signal to integrate with Eloqua, including setup, tags, connections, flows, mappings, and monitoring.
• Signal Integration with Webhooks Guide
  Guide to integrating Certain Signal with third-party apps via Webhooks, including setup of tags, connections, flows, mappings, and troubleshooting.
• Signal Integration with Salesforce Guide
  Guide to integrating Certain Signal with Salesforce, including prerequisites, setup steps, tagging, connections, flows, mappings, and troubleshooting.
• Account Settings
  Overview of account-level settings for all users and administrators, including reports, management features, and integrations.
• Certain Signal: User Guides
  PDF guides detailing how to configure and use Certain Signal to integrate with third-party applications (Marketo, Eloqua, Salesforce, Webhooks, Zoom, ...
• Promo Code with $0.00 fee/discount
  Instructions to create a promo code with a $0.00 fee/discount in the Plan wizard.
• How to create, edit and delete an email template
  Instructions to create, edit, and delete an email template within an event in Certain.
• Web Crawlability (for Forms and Websites) Guide
  Guide on making Certain event pages crawlable by search engine bots, including default behavior, public/private options, and Robots META tags.
• Page
  Details and fixes for Pay.gov Response 4054 data validation errors.
• Custom Display Fields
  Guide to creating and using custom display fields in Certain's platform.
• Integration Settings Needed for Stripe Payment Processor
  Guidance on configuring Stripe as the payment processor in Certain Platform, including handling unsafe processing and PCI considerations.
• Partial Payments with Additional Registrations
  Guide to managing partial payments on additional registrations within the Certain Help Center.
• Sending Confirmation Emails When Allowing Partial Payments on a Form
  Instructions for sending confirmation emails to registrants who have made partial payments in the Certain platform.
• 2025 Fall Release #4 (8.3.40)
  Release notes for the 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 Fall 2025 Release #3 (8.3.39) covering enhancements, Stripe integration, and bug fixes.
• 2025 Fall Release #2 (8.3.38)
  Release notes for the 2025 Fall Release #2 (8.3.38) of the Certain platform.
• 2025 Fall Release #1 (8.3.37)
  Fall 2025 release notes for version 8.3.37, detailing bug fixes to Agenda Display Options, Registration, and Session Import.
• 2025 Summer Release #6 (8.3.36)
  Release notes for the 2025 Summer Release #6 (8.3.36), detailing fixes across agenda items, asset uploads, badges, display rules, event copy, registra...
• 2025 Summer Release #5 (8.3.35)
  Release notes for 2025 Summer Release #5 (8.3.35) including fixes for Forms>Inline Additional Registrations, Attendee Types to Display, and updates to...
• 2025 Summer Release #4 (8.3.34)
  Release notes for 2025 Summer Release #4 (8.3.34) covering fixes across Agenda Sections, Country List, Email, Registrations, Locations, Session Blocks...
• 2025 Summer Release #2 (8.3.32)
  Release notes for 2025 Summer Release #2 (8.3.32) covering bug fixes for Custom Statuses, Email encoding, Event Dashboard, Registrant Details, Promo C...
• 2025 Summer Release #3 (8.3.33.1)
  Details of the 2025 Summer Release #3 (8.3.33.1), including Stripe Standard Connect 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), covering calendar enhancements, admin tooltips, payment data handling, and reviewer portal upda...
• 2025 Spring Release #7 (8.3.30)
  Release notes for the 2025 Spring Release #7 (8.3.30), including enhancements and bug fixes.
• 2025 Spring Release #6 (8.3.29)
  Release notes for the 2025 Spring Release #6 (8.3.29), detailing enhancements and bug fixes.
• 2025 Spring Release #5 (8.3.28)
  Release notes for Spring 2025 Release #5 (8.3.28), including enhancements to Registration Administration and several bug fixes across agenda items, St...
• 2025 Spring Release #4 (8.3.27)
  Release notes for the 2025 Spring Release #4 (8.3.27), including fixes for session names with special characters, agenda items, and display fields.
• 2025 Spring Release #1 (8.3.24)
  Release notes for the 2025 Spring Release #1 (8.3.24), covering enhancements, admin-side Save Buttons, display rules copy, and bug fixes for forms log...
• 2025 Spring Release #2 (8.3.25)
  Release notes for 2025 Spring Release #2 (8.3.25) covering admin Save and Close button enhancements and fixes.
• 2025 Winter Release #5 (8.3.23)
  Release notes for the 2025 Winter Release #5 (8.3.23), detailing enhancements, fixes, and improvements.
• Transaction Pricing Policy
  Policy detailing how transactions are calculated and overages invoiced for Certain Platform.
• Content
• Request a Touchpoint Ignite Demo
  A form to request a Touchpoint Ignite Demo for driving revenue from events.
• Seamless Event Payments with Certain + Stripe
  Certain's Stripe integration enables fast, secure online and in-person payments for event registrations, sessions, and add-ons.
• Take a Tour of the Certain Solution
  An interactive tour showcasing the Certain solution and its key benefits.
• Learning Center
  Get all the information you need about the intelligent Event Management Solution from Certain, including whitepapers, guides, infographics, and webina...
• Turn Event Data into Real-Time Revenue Acceleration
  Certain Signal orchestrates event data flows to turn interactions into real-time buyer signals, fueling marketing and sales.
• Take a Tour of Touchpoint Ignite Event App
  Explore key benefits and features of Touchpoint Ignite through an interactive tour.
• Take a Tour of the Certain Event Platform
  A guided tour of the Certain Event Platform highlighting its core capabilities and benefits.
• Take a Tour of Event Advisor
  A tour showcasing the key benefits of Event Advisor with a full-screen frame and a Contact Us CTA.
• Turn Engagement Signals into Pipeline
  Video On Demand resource showing how to turn engagement signals into pipeline using Certain's event management solutions.
• Driving Record Attendee Engagement with Touchpoint
  Case study on how Touchpoint boosted attendee engagement and booth activity for a leading medical devices company.
• The Ultimate AI Tech Stack for Event ROI
  The Ultimate AI Tech Stack for Event ROI page with resources and CTAs for events management
• Why a Mobile Event App? Amazing Insights. That’s Why.
  Guide explaining the value of a mobile event app and a cheat sheet of reasons for building a business case.
• 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
  An in-depth guide on using buying signals to optimize event marketing and drive outcomes.
• The Top 10 Best Event Management Software Features
  Infographic outlining ten key features to consider in event management software.
• The Event Marketing Playbook: Mobile Strategy
  Tips and best practices for developing and executing your mobile strategy 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 event ROI.
• Real-Time Marketing Guide
  Downloadable guide exploring real-time marketing automation, post-digital landscape, and Certain's event management solutions.
• Event Personalization at Scale
  Overview of Certain's event personalization at scale and related solutions, including Enterprise Event Management Software, Touchpoint, and Event Inte...
• Your Events are Talking, Are You Listening?
  Video On Demand content showcasing Certain's event management technology solutions.
• Measuring Event Success Across the Funnel
  Infographic explaining how to measure event impact across the buyer journey and connect events to business outcomes.
• The Hybrid Event Strategy Playbook
  A guide describing how a hybrid event strategy blends in-person and digital event experiences.
• Getting the C-Suite on Board with Your Events Strategy
  Research shows the C-Suite is increasingly involved in day-to-day decision-making, and events strategy buy-in is more important than ever. This guide ...
• The Future of Events: ABM Strategy
  An ABM-focused guide explaining how account-based marketing integrates with events and outlining Certain's event management solutions.
• From Signals to Sales: Activating Intent Data from Events
  Webinar transcript exploring how to activate intent data from events using Certain's platform.
• Event Strategies to Accelerate the Buyer Journey with Deep Insights
  An eBook highlighting the roles of AI and EI in buyer engagement and providing strategies for leveraging cutting-edge technologies to connect with eve...
• The Event Marketing Playbook: Engagement Strategy
  Guide detailing engagement-focused event marketing best practices to maximize ROI.
• The Event Marketing Playbook: ABM Strategy
  A guide on account-based marketing (ABM) strategy focusing on aligning sales and marketing and optimizing events for ABM.
• The Event Intelligence Playbook
  A guide on ROI for event marketing and how to analyze event data using Certain's solutions.
• The Event Engagement Data Playbook
  Guide on driving, capturing and acting on attendee engagement data for virtual, hybrid, and in-person events.
• Elevating Event Experiences with Deep Audience Insights
  A playbook of tips and best practices to drive, capture, and act on attendee engagement data and connect events to measurable business results.
• 7 Seriously Simple Steps to Convert More Event Leads
  A marketer’s cheat sheet to using event data for better lead scoring and nurturing.
• Certain Event Advisor Webinar & Demo
  Video on demand showcasing Certain's Event Advisor and related event management solutions.
• Digital + In-Person Strategies = Greater Return for Businesses
  Guide on integrating digital and in-person event strategies to improve business outcomes.
• 2024 AI Trends for Event Management
  A guide explaining how Artificial Intelligence (AI) is transforming the event industry and outlining AI trends for 2024 and beyond.
• 3 Proven Ways to Turn Event Leads into Revenue – Fast
  Video on demand page highlighting three proven strategies to convert event leads into revenue, with Certain's event management solutions.
• 2025 AI Trends for Event Management
  An eBook exploring how Artificial Intelligence is transforming event management and the AI trends shaping the industry in 2025 and beyond.
• Event Marketing and Management Learning Center
  A learning hub offering guides, infographics, videos, webinars, and whitepapers on event marketing and management.
• Event Marketing and Management Learning Center
  Infographics resources section with multiple infographic articles on event marketing and management.
• Event Marketing and Management Learning Center
  A hub of guides, infographics, videos, webinars, and whitepapers on event marketing and management.
• Event Marketing and Management Learning Center
  A collection of event marketing and management resources, featuring video on demand content.
• Request a Certain Demo
  Form to request a demo for Certain products, capturing user name, company, email, and event goals.
• Operational Reporting and Strategic Event Intelligence Together
  Unified reporting and intelligence for events across the Certain platform, enabling end-to-end insights, ROI tracking, and program optimization.
• Connect Certain with Your Application Ecosystem
  Power your marketing and sales ecosystem with connected event operations and insights across your enterprise stack.
• How Grand Connection Scaled Events with Certain’s Smart Event Technology
  Grand Connection scaled events using Certain’s Smart Event Technology to streamline workflows, engage attendees, and maximize ROI.
• The Event Platform That Turns Engagement Into Revenue
  Certain's enterprise-grade event management platform orchestrates attendee journeys, AI-powered personalization, and data-driven insights to drive ROI...
• Certain Event Intelligence
  Event Intelligence centralizes all event data, provides data-driven recommendations, and visualizes performance to improve attendance, engagement, and...
• 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 highlights the role of AI-powered event technology.
• Content
• Select the Ideal Package for Your Team
  Pricing plans for Touchpoint Ignite, Certain Pro, and Certain Enterprise, with included peace-of-mind features.
• Certain Integrates Stripe to Expand Global Payment Flexibility and Real-Time Rev...
  Certain announces Stripe integration as a core payment provider to expand global payments and real-time revenue insights.
• Zoom | Partner
  Partner page for Zoom in the Certain partner network, describing collaboration capabilities and event-focused messaging.
• Registr8 | Partner
  Partner page describing Registr8, a boutique registration management company offering consultation, online registration, housing management, onsite se...
• Hartmann Studios | Partner
  Hartmann Studios partner page on Certain describes the studio's world-class events and experiential marketing solutions.
• EventOPS | Partner
  EventOPS is an Event Resource Management system designed for scaled event teams, built to streamline requesting, budgeting for, and operating events.
• AI-Powered Attendee Journeys
  Event Advisor personalizes attendee experiences with AI recommendations while capturing engagement data and intent signals.
• From Attendee to Buyer: Deliver Experiences That Drive Growth
  Overview of how Certain enables personalized, AI-powered attendee journeys from invitation to post-event follow-up to drive engagement and ROI.
• Request a Demo of Certain Event Advisor
  Form to request a demo of Certain Event Advisor with fields for First Name, Last Name, Company, and Work Email.
• Request a Demo of Certain Buying Signals
  Form to request a demo of Certain Buying Signals
• From Signals to Sales: How to Turn Event Engagement into Revenue
  Recap of a webinar on activating event intent data to convert engagement into revenue using AI-powered signals.
• Events Create Moments. Signals Turn Them Into Revenue.
  Explores turning event signals into revenue with signal-aware strategies and AI-powered insights.
• Streamlining Event Data Analysis to Maximize Event Success
  An article discussing challenges of event data and how AI-powered event intelligence can streamline data orchestration to improve buyer engagement and...
• Stop Asking Boring Event Questions
  Certain introduces an AI-powered Question Generator to help event planners craft smarter, insight-driven survey questions.
• Content
• Orchestrate at Scale: Events Become Your #1 Growth Channel With Seamless Data Ex...
  Explains how real-time, context-rich event signals drive multi-team orchestration and revenue growth.
• Infographic: Measuring Event Success Across the Funnel
  Explains how to evaluate event impact across the full buyer journey and includes downloadable resources from Certain.
• Introducing Event Advisor: How AI Is Transforming Event Personalization
  Overview of Event Advisor, an AI-powered tool to personalize event journeys and drive engagement and revenue.
• The Future of Events Is AI-Powered — Are You Ready?
  An AI-powered overview of event management with Buying Signals, personalized experiences, forecasting, and security.
• The Three-Pillar Framework for Turning Event Data Into Revenue Intelligence
  A three-pillar framework to capture, deliver, and orchestrate event data for real-time revenue intelligence.
• From Engagement to Revenue: Activating Event Buying Signals
  An overview of event buying signals and how to turn attendee engagement into revenue.
• Events are the Tried-and-True GTM Channel for B2B Companies in 2026
  Analysis of events as a core growth channel for B2B go-to-market in 2026, focusing on signal capture and rapid follow-up.
• Dreamforce 2025 Decoded: Turn Your Next Event into a Revenue Engine
  Seven principles for turning Dreamforce into a revenue engine for events.
• Creating High-Impact Attendee Experiences with AI
  Blog post about AI-powered personalization and Session Advisor AI to drive attendee engagement and revenue.
• Deep Dive into Event Intelligence: Capturing Event Buying Signals
  Explores how to capture and act on buying signals at events to drive revenue.
• Beyond Badge Scans: How Smart Sales Teams Extract Real Value from Events
  How buying signals from event interactions transform marketing leads into actionable revenue.
• AI-Powered Post-Event Follow-Ups: A Game-Changer for Event Marketers
  AI-powered post-event follow-ups automate personalized outreach using real-time attendee behavior to identify high-intent leads and drive post-event e...
• What to Look for in AI-powered Event Technology
  Overview of criteria for selecting AI-powered event technology, including transparency, prediction, ROI, conversion, real-time optimization, and ethic...
• 3 Ways to Spark Sales-Ready Conversations Post-Event
  An article detailing three methods to convert post-event engagement into sales-ready conversations using engagement signals, Agentic AI, and AI-powere...
• 20 Event Formats Proven to Drive Engagement and Attendee Interaction
  A blog post detailing 20 formats to boost engagement and attendee interaction at events.
• Event Planning and Management Blog
  Blog posts detailing event management, intelligence, and AI-powered event technology.
• Assigning User Types
  Overview of available user types and how to assign access and permissions in Certain.
• 2025 Spring Release #3 (8.3.26)
  Release notes for 2025 Spring Release #3 (8.3.26), detailing bug fixes across accounts, agenda items, emails, forms, itineraries, imports, and the spe...
• AI-Powered Event Management Software for Sales Professionals
  AI-powered event management software for sales teams to identify high-potential prospects, personalize follow-up, and drive better event outcomes.
• QR Code for App Download
  Instructions to locate, download, and use the QR code embedded with the App Info URL for Certain Touchpoint.
• Managing a Live Poll from the VIP Portal
  Step-by-step instructions for managing a live poll in the VIP Portal, including logging in, selecting questions, displaying, editing, and projecting r...
• Wi-Fi Requirements
  Guidance on planning Wi-Fi bandwidth for Touchpoint events, including app usage, syncing behavior, and live polling considerations.
• Meeting Invites
  Guidance on sending and accepting meeting invites within the Touchpoint app.
• VIP Exhibitor Portal
  Guide for exhibitors on using the VIP Exhibitor Portal to manage profiles, upload materials, register staff, configure lead-scanning fields, and view ...
• VIP Speaker Portal
  Guide for speakers to use the VIP Speaker Portal to view and edit profiles, access survey results, upload PDFs, and manage live polls.
• Lead Retrieval - Feature Overview
  Overview of how lead retrieval works in the Exhibitor VIP portal and app, including administrator setup and lead scanning.
• Supported Devices
  Android and iOS version requirements to run the Event App.
• Creating a Password and Logging In
  Instructions to create a password and log into the Touchpoint app for events.
• Content
• Features Overview
  Overview of app features for the Certain Touchpoint attendee mobile app.
• How to enable Attendee to Attendee Messaging
  Instructions to enable Attendee-to-Attendee Messaging in Touchpoint.
• Content
• Security: Client Roles and Responsibilities
  Details how Touchpoint manages CMS access, account security, and reporting security concerns.
• Adding a Live Poll Results web view to a PowerPoint Presentation
  Instructions to add Live Poll Results via the Web Viewer add-in to a PowerPoint presentation, including installing the add-in, obtaining the Projectio...
• Bulk Uploading Translated Content
  Instructions for bulk uploading translated content in Touchpoint when multiple languages are enabled.
• Event Templates
  Guide to creating and applying Event Templates in Touchpoint to reuse colors, layouts, and settings across events.
• Event Info, Event Icon, and Event Settings
  Guidance for editing Event Info, Event Icon, and Event Settings in Touchpoint CMS.
• Contact Exchange
  Attendees create virtual business cards in the Contact Exchange feature and share them via QR codes; cards can be saved to device contact lists.
• Exporting Content from a Previous Event to a Future Event
  Instructions for exporting content from a previous event or event template to a future event within the Touchpoint CMS, including exporting to Excel w...
• Maps and Locations
  Instructions for creating image maps and street maps in Touchpoint, including pins, locations, and device views.
• Multiple Languages
  Guide on adding translation support and translation entry fields for multiple languages in Touchpoint.
• Links Feature
  The Links feature allows you to create a list of webpages and/or files to load in the app or in a separate browser window.
• Info Feature
  Guidance on adding Info items, images, theming colors, and bulk upload in the Info Feature.
• Exhibitor Feature
  Documentation on exhibitor feature settings for Touchpoint app including check-ins, links, videos, comments, profiles, and media.
• Capacity Planning
  Capacity planning in Touchpoint extends the Agenda feature to manage session capacity.
• Attendance Tracking
  Guidance on using Attendance Tracking to manage session check-ins with QR codes and Lead Code fields.
• Submit a request
  Support center form to submit a request to Certain Touchpoint.
• TouchPoint - Web Home Layout Webinar
  Webinar about TouchPoint Web Home Layout with related articles and a video.
• Touchpoint - Attendee Engagement
  Watch a webinar recording on the Certain Mobile App – Touchpoint; engagement topics include Activity feed, Badge Game, Live Polling, and Survey.
• Touchpoint Stream Webinar
  Describes how Touchpoint Stream enables hosting interactive virtual and hybrid events and unifies event content and data.
• Touchpoint Dashboard Training - June 2021
  Touchpoint Dashboard Training article with agenda items and related resources.
• Touchpoint - Getting Started!
  Help article introducing Touchpoint Getting Started and related training videos.
• Touchpoint User Dashboard Training
  Video training for the Touchpoint User Dashboard.
• Tagging Attendee Statuses & Sessions - Required for Attendees
  Article describing how to tag attendee statuses and sessions for attendees in Touchpoint.
• Speakers and Sessions from Platform to Touchpoint
  Overview of speakers and sessions from Platform to Touchpoint, with related articles and feedback.
• Content
• Editing Your New Touchpoint Event
  Instructions for editing a new Touchpoint Event in the Touchpoint platform, with a video preview.
• Prepare to Publish - Required Items for App Submission
  Guidance on preparing required items for app submission in the Touchpoint Support Center.
• Editing Your New Touchpoint App Settings
  Guide describing how to modify settings in the Touchpoint app.
• Sample App Announcement Text
  Guidance for announcing a mobile app for events, including login instructions and where to find app links.
• NEW Badge Game UX
  Overview of Touchpoint's interactive badge game feature, including setup, rules, and promotion.
• Certificates And Provisioning
  Guidance on obtaining and sharing iOS certificates and provisioning profiles for publishing apps via Touchpoint.
• Web Homescreen Layout
  Guide to creating and configuring Web Home Layout with sections, panels, and settings for events.
• Touchpoint Stream
  Guide to setting up and managing Touchpoint Stream, including feature settings, stream creation from Agenda or Videos, broadcasting, and playback cont...
• Agenda Bulk Upload
  Instructions for bulk uploading agenda sessions into Touchpoint using a spreadsheet and the Event Dashboard.
• Launch Image
  Instructions for configuring the Launch Image, including default behavior and uploading a custom image with 2048x2048 pixels.
• Color Theming
  Guide to color theming options, defaults, and editor mappings for Touchpoint color themes.
• iPad Homescreen Layout
  Guidance for designing the iPad home screen layout, including panel types and panel settings.
• Phone Homescreen Layout
  Guide to the Home Screen Designer and its panels for configuring the phone home screen in Touchpoint.
• Marketing Ideas
  Guidance for marketing an event app using Touchpoint, including announcing, highlighting features, providing access, and promoting via emails, print, ...
• App Store Submission
  Guidelines for submitting apps to the Apple App Store and Google Play Store, including titles, keywords, description, and image requirements.
• App Content Checklist
  Guidelines for preparing app content for submission, including icons, store details, home images, content for buttons, and last-minute to-dos.
• Process Timeline
  Best practice process for client success; event app timeline and checklist.
• Developer Account Setup
  Step-by-step guide to enroll in Apple's Developer Program and configure access for App Store publishing.
• GatherNow App Publishing
  Guidance on publishing events via GatherNow, with deployment benefits, publishing steps, and user instructions.
• Troubleshooting On Site
  On-site troubleshooting guidance for Touchpoint, including login issues and dashboard operations.
• Features & Menu
  Instructions for configuring features and menu in the app, including selecting features, reordering buttons, and using icons.
• Image Specifications
  Guidelines for app icons, launch images, banners, and other images used in Touchpoint apps.
• Related Links
  Related Links let you attach reading materials or presentations to agenda sessions and other resources in the Touchpoint CMS.
• Agenda Feature Settings and Management
  Documentation of settings for agenda features including check-ins, filters, and sub-sessions in Touchpoint.
• Activity Feed
  Instructions for Activity Feed settings, home screen panel, scheduling, and moderation in Touchpoint.
• Attendees
  Instructions for managing attendees in the Touchpoint CMS, including adding attendees, password management, and credits.
• Threaded Messages
  Overview of Threaded Messages including Group Messages and Scheduled Messages, how to manage recipients and delivery options.
• Groups & Terms
  Documentation on creating and managing Groups and Terms to filter resources in Touchpoint.
• Support Center
  Knowledge base and resources for designing, planning, and creating your app, including API tools and training.
• Registration Groups in Certain
  Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.
• Adding percentage based discounts to your Event
  Guide to applying percentage discounts to event registrations via promo codes or logic-based rules.
• How the setting "Incomplete registrations count against Capacity/Inventory for _...
  Explanation of how the Incomplete registrations setting reserves inventory for incomplete form progress to prevent overbooking.
• Content Display
  Overview of Content Display concepts for event forms, websites, and emails, including Display Fields, Content Blocks, and Display Rules.
• Improved Asset Management
  Instructions for managing event and account assets, including uploading, viewing, resizing, and adding images to event websites.
• Cancelled & Postponed Event Statuses
  Instructions for emailing registrants when cancelling or postponing an event and updating event statuses in Certain.
• Adding Existing Profiles to a New Event
  Two methods to add existing profiles to a new event as registrations: Importing Registrations and Inviting Existing Profiles.
• Concurrent Registrations on Forms - Error: Please wait; the page will be automat...
  Explanation of how Concurrent Registrations works and how to troubleshoot the 'Please wait' resubmission message on large events.
• Countries Available in Certain
  Explains how the ISO Country list determines available countries in the Country drop-down and how to configure the Country field in forms.
• Event Component Descriptions and Navigation
  Information about navigating main event components within your account, including the Event List and event-specific tabs: Plan, Promote, Manage, Engag...
• Settings: Custom Statuses
  Documentation on creating and managing custom registration statuses for attendees.
• Email Alerts
  Configures email notifications for attendee types and agenda items when inventory thresholds are reached.
• Event Setup: Suppliers
  Instructions to add and manage suppliers for an event in the SMM module of Certain.
• Accommodations Guide
  Overview of the Accommodation Module in Certain, including enabling, statuses, hotels, room types, blocks, sub-blocks, forms, and roommate management.
• Troubleshooting Data Fields in Emails
  Guidance on resolving issues with dynamic data fields not rendering in email templates when recipients are marked as Test Registrants.
• Web Integration Links
  Learn how to enable and use Web Integration Links to customize attendee experiences by inserting dynamic data into emails and forms.
• What to do when registrants do not receive emails - SPF/DKIM/DMARC Failure
  Guidance for diagnosing and resolving email deliverability issues related to SPF, DKIM, and DMARC failures in the Certain platform.
• On Hold Status in Scheduled Emails
  Guide describing how On Hold status affects scheduled emails when copying events and how to revert statuses to Queued or remove On Hold emails.
• Fully customize an Email Template in Certain
  Instructions for creating fully customized email templates for events or forms in the Certain platform, with styling tips and an example.
• Best Practices: Email Deliverability
  Overview of email deliverability considerations and steps to improve deliverability within the Certain Platform.
• Creating a Registrant's Password
  Instructions to change or create a Registrant's password via the Event Dashboard.
• Missing Potential Duplicates under Registrations To Review
  Guide on identifying potential duplicate registrations when an event has more than 5,000 registrations, using an exported Excel file.
• How to indicate 'CC Assistant Email' or 'CC Additional Email' when Importing Reg...
  Instructions to indicate CC Assistant Email or CC Additional Email during registration imports, including mapping for .txt and Excel files.
• How do I import gender with my invite list?
  Instructions for importing gender values in the invite list, including the mapping and example.
• How to change the Font Size or Remove the Underline for Hyperlinks on Forms and ...
  Guide describing how to modify hyperlink appearance on forms and websites using CSS.
• Managing Registrations: Working with Profiles
  Instructions for creating and managing Profiles within the Certain platform, including manually creating Profiles, importing Registrations, inviting o...
• Troubleshooting - Payment Info Saving but not Processing on Complete Registratio...
  Instructions to troubleshoot when payments saved on a form are not processed during complete registrations.
• Troubleshooting - Unable to Change Event's E-Commerce Account
  Guidance for troubleshooting when changing an event's E-Commerce account in Certain, including currency locking and restoring deleted accounts.
• Tips – Chargebacks, Adjustments, Test Payments, and Refunds
  Tips on chargebacks, adjustments, test payments, and refunds for payments and transactions.
• E-Commerce Accounts - Errors Received Through Cybersource Payment Attempts
  Overview of common Cybersource payment errors and how to resolve them for e-commerce accounts.
• Administrators - Cybersource Setup Requirements
  Instructions for administrators on Cybersource gateway account setup and required settings.
• Administrators - PayPal Setup Requirements
  Instructions for administrators to configure a PayPal account within Certain.
• Administrators - Authorize.Net Setup Requirements
  Instructions for administrators on Authorize.Net gateway account settings.
• Administrators - E-Commerce Verification Settings
  Options for configuring E-Commerce verification settings in Certain, including AVS and CSC verification and related settings.
• Invoices
  Instructions for configuring invoice templates, generating invoices, and automatic invoicing in Certain.
• Managing Registrations - Cancellations and Refunds
  Guide to creating cancellation fees for registrations and agenda items, and processing refunds.
• Enforcing email uniqueness and addressing form login errors for existing email a...
  Guidance on enforcing email uniqueness for forms and resolving login errors when an email address already exists.
• How to Setup Event Waitlist Option
  Instructions to enable and configure the event waitlist, including capacity setup, waitlist status, email notifications, and queue management.
• Error when no Form in the Event is marked as Primary
  Explains an error when no Event Form is marked as Primary and how to designate a Primary Form to fix the issue.
• Assigning Speaker Attendee Type Using Logic
  Step-by-step guide to auto-assign a Speaker Attendee Type using form logic in the Certain platform.
• Marking a form as "Primary" - What does this do
  Explanation of the Primary Form feature and how marking a form as Primary affects email formatting and display sections.
• Attendee Type Waitlisting - How does it work?
  Guidance on managing attendee waitlisting for Attendee Types in Certain's event platform, including Reg status settings and manual processing.
• Upload Embedded Google Map to Forms
  Instructions to embed a Google Map into a form by copying embed HTML from Google Maps.
• How to enable a Forgot Password Reset Link
  Instructions for enabling the Forgot Password Reset Link in registration forms and describing each field in the setup.
• Content
• How can I receive an email when someone registers for my Event?
  Instructions to copy Confirmation Emails to CC addresses for event registrations in Certain.
• Do I need to delete Test Registrations before going Live?
  Guidance on whether to delete test registrations when changing an event status from Testing to Live; explains that test registrations are not billed a...
• System Timestamps
  Details on how Certain displays date-time stamps in PST and how event and form times are determined.
• Roommate Matching
  Guidance on manually matching roommates or using automated matching in Plan > Accommodation > Roommates.
• How to set up a Form's Entry Page
  Guidance for configuring the Entry Page of a form in Certain's workflow, including permissions, waivers, passcodes, and options.
• How to set up Custom Registration Questions
  Instructions for creating and configuring Custom Registration Questions for event registrations.
• Modifying Event Settings under Event Options
  Documentation on configuring event settings in Certain’s platform, including waitlisting, custom properties, and functional areas.
• Certain Check-In iOS Quickstart Guide
  Step-by-step iOS quickstart for the Certain Check-In app, including prerequisites and how to use the guest list, check-ins, and sessions.
• Managing Check-In Badge Printing Quality on Windows Devices
  Details how Windows printing differs from iOS/Android and how to adjust Windows settings to improve badge print quality.
• Certain Badge Printers
  Guidance for selecting on-site badge printers for use with the Certain platform.
• Adding a Form URL in the QR Code
  Instructions to embed a form URL in a QR code to direct registrants to a specific form after scanning.
• Printing Badges on Avery Templates Not Available in the Certain Badge Layout Edi...
  Workaround using Avery's online design tool to create templates, merge with Certain data, and print or export to PDF.
• Content
• 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 the Badges V2 module.
• Event Intelligence - Event Registration Chronicles
  The Event Registration Chronicles dashboard helps analyze the pace of registrations across events, with filters and a screenshot-ready view for docume...
• Event Intelligence - Review the performance of multiple events
  Documentation describing the Event Program Analysis dashboard and its Overview and Insights tabs for evaluating multiple events.
• Event Intelligence - Review the performance of a single event
  Overview of the Single Event View in Event Intelligence, including charts and metrics for single-event analysis.
• Event Intelligence - Key Metrics
  Key Metrics is a dashboard that provides a high-level view of event performance, including registrations vs goals, ROI, and audience details.
• Removing Attendees from Certain Platform when the Event has a Touchpoint Integra...
  Steps to remove attendees from Certain Platform when an event uses a Touchpoint integration.
• Updating Speaker Information in Touchpoint
  Guidance on updating speaker records in Touchpoint when integrated with Certain Platform and when not synced, including bulk upload steps.
• Syncing Registrants to Touchpoint from Platform
  Instructions to tag registration statuses with 'Touchpoint: Synced' to sync registrants from Certain Platform to Touchpoint.
• Content
• Certain EventStream Guide
  Technical guide describing installation and usage of the EventStream integration with Oracle Eloqua.
• Duplicate Profile Usernames And Deleting Profiles
  Guidance on avoiding duplicate usernames by marking registrations as Test instead of deleting profiles.
• Special Characters on Content Block and Display Rules
  Best practices for naming Content Blocks and Display Rules to avoid server errors and issues with email templates.
• Avoiding Content in an Event being Overwritten
  The most common cause of content being overwritten in an Event is working with multiple tabs open; best practices to avoid overwriting.
• Creating a Registration Profile in an Event for Existing Speakers
  Guide to linking an existing Speaker Profile to an Event Registrant, using a form or direct registration.
• Session Speaker Integration - Touchpoint
  Guidance on attaching speakers to sessions and session instances for Touchpoint visibility.
• Content
• Room Reservations Import Error on Date/Time Format
  When importing Room Reservations, you may encounter an error indicating the date/time format should be MM/dd/yyyy, with steps to fix by adjusting Exce...
• Deleting and Restoring Single or Multiple Registrations
  Instructions for deleting test registrations and restoring them, including single and mass actions.
• Adding Speakers to Sessions vs. Session Instances
  Instructions for assigning speakers at the session level or per-instance level, including master speakers and per-instance speakers.
• Speaker Portal Page Logic
  Instructions for adding display logic to Speaker Portal pages in the Certain Help Center.
• Controling Which Sessions Display on the Session Catalog
  Instructions for filtering and displaying sessions in the Session Catalog, including Highlighted, Promoted, and General sessions and default filter op...
• Magazine, Promoted, and General Styles for Speaker and Session Catalogs
  Overview of three display styles for session catalogs: Magazine, Promoted, and General; guidance on where to configure and how to highlight sessions.
• Adding Catalogs, Syncing Sessions and Speakers in the Catalog List
  Guidance on creating multiple catalogs for a single event, syncing data, and configuring catalogs in the Certain platform.
• Approvals and Recommendations
  Guide to creating and managing approvals and recommendations for session reviews in the Certain platform.
• Setting Up Reviewers -- Adding/Importing/Login
  Instructions for creating and importing reviewers, and reviewer email templates.
• My Sessions Layout
  Guidance on configuring the My Sessions Layout in the Speaker Portal, including editing fields and page order.
• Speaker Portal My Information Layout
  Instructions for configuring the My Information page in the Speaker Portal, including page order, field editing, and photo dimensions.
• Speaker Portal Access: Submit a Proposal & Sign In
  Instructions for submitting a proposal in the Speaker Portal and signing in, plus how to configure portal settings and landing pages.
• Catalog - Designing the Registrant Login Session Experience
  Documentation on login options, My Sessions, and session catalog layout for registrant experiences.
• Themes, Best Practices, Misc - Adding JavaScript, Images size for Banner, etc
  General tips and best practices for Session Catalog, including themes and branding considerations.
• Reviewer Portal Page Layout
  Guide to editing the Reviewer Portal pages and layouts in Certain Help Center.
• Single or Multiple Session Review Tiers
  Certain enables up to five review tiers, including a Default Tier, with per-tier due dates, privileges, and email templates for session reviews.
• Session Advisor FAQ's - Session Catalog
  FAQ about Session Advisor AI, its workflow, integration, and data privacy within the Session Catalog.
• Logic Rules: Overview of Display Options (Display, Hide, Assign)
  Documentation on configuring logic rules to display, hide, or assign items in forms, and to trigger emails or errors based on attendee responses.
• Using Inline vs. Display Logic
  Guide to showing content on forms using Inline and Display Logic in the Certain platform.
• Using a Table to Display Agenda Items in the Form
  Instructions for displaying Agenda Item descriptions and labels on a form using a table, including steps to edit Agenda Items and insert a table.
• Special Characters in Display Rule or Custom Block Name
  Guidance on avoiding special characters in Display Rule or Custom Block names to prevent errors in Email Templates.
• Power Template - How to Use the Power Template (Display Fields)
  Guide to configuring Display Fields in the Power Template, including Branding and Event Content Files, Navbar items, style options, and color settings...
• Power Template - Creating & Navigating the Power Template
  Instructions for creating and navigating the Power Template, including Display Fields and Content Blocks.
• Power Template - How to Use the Power Template (APIs and Catalogs)
  Documentation on using Power Template APIs and catalogs for Agenda, Speaker, and Session Catalog Designer.
• Power Template - How to Use the Power Template (Content Blocks)
  Guide to using the Power Template content blocks, including how to locate blocks and available templates.
• PDF Document
• Administrators - Account-Level Custom Profile Data
  Overview of account-level profile data, custom questions, and default fields in Certain Platform.
• Advanced Template
  Documentation for creating, editing, and managing the Advanced Template in Certain's Help Center.
• Power Template - Understanding the Style Options
  Overview of the style options available in the Power Template, including Button, Agenda, Speaker, Sponsors, Form, Header, Dark Background, FAQ, and Fo...
• Adding Questions to a Form
  Guidance on adding custom questions to a form in the Certain platform.
• New Report Updates in 8.0
  Overview of improvements to the Event Reports area in Certain 8.0, including report list improvements, data field grouping, and advanced options.
• Mass Action Report Error
  Error message and steps to resolve when a mass action is currently running in another active request.
• Extracting all attendees' information
  Instructions to create an account-level report to export attendee details for each event.
• ACH Refunds
  ACH refunds cannot be processed through Certain Platform; refunds must be processed with the payment processor and then recorded in the system.
• Incomplete Registrants And Cancellation Fees
  Cancellation fees are not assigned when a registration is incomplete; guidance to ensure fees are applied by marking Registrants as Complete.
• Partial Refunds
  Instructions for issuing and processing partial refunds in the Certain platform
• How to Delete Images and Files in an Event or an Account
  Instructions to delete images and files from Event or Account assets in the Certain platform.
• Deactivating a User From An Account
  Instructions for administrators to deactivate a user from a Certain account, including limits and steps to remove a user.
• Using Agenda Items and Logic Rules to Apply Discounts
  This article explains how to use agenda items and logic rules to apply discounts to registrations in the Certain platform.
• Add a favicon to your Event
  Step-by-step instructions to upload and apply a favicon for an Event in the Certain platform.
• Removing Access to a Sub-Account
  There is no option within Certain Platform to delete Sub-Accounts; you can remove access to a specific Sub-Account for all Users.
• Adding/Removing Full Credit Card Information Access for a User
  Instructions to grant or revoke full credit card number access for a user in Certain's account management.
• Fees - Expiration and changing amounts
  Details about how event fees expire and how to change fee amounts on items and registrations in Certain.
• Changing the Currency Used in an Event
  Information about changing the currency used for an event by updating the payment processor.
• Using Reports to Check if Emails Were Sent
  Instructions to create and filter a Registration History Report to identify registrants who received an email.
• Mass Download of Profile Images using a Report
  Instructions to mass download attendee profile images by creating a Registrations report with a custom column for image paths and a downloadable link.
• Sharing Reports via Tokenized URL
  Guide to sharing reports via tokenized URLs with read-only access or mass-action permissions.
• Account Structure and Sub-Account Management
  Overview of account structure and sub-accounts in the Certain platform, including setup and usage.
• Reports: How to create a Registration Changes Report
  Overview of how to create a Registration Changes Report, including eligibility, steps, and export formats.
• Primary Display Setup
  Guidance on configuring the primary display settings to adjust colors, fonts, header/footer, and layout for forms and emails.
• Extended Display Options
  Extended Display determines the look and feel of Event Forms, Websites, and Emails; an advanced HTML-based capability.
• Content
• Delete/Delink Webinars from your Event or Sessions
  Instructions to delete or delink webinars from events or sessions in the Certain platform.
• Activating Session Waitlist Automation
  Instructions to enable automated processing of waitlisted attendees when capacity becomes available in Certain 8.0.
• The Nine Events of Email
  Overview of the nine email events tracked by Certain via SendGrid, including Processed, Dropped, Deferred, Bounce, Delivered, Open, Click, Spam Report...
• Email Analytics: Email Statuses and What They Mean
  Overview of email delivery statuses such as Delivered, Bounce, Blocked, and Deferred in Certain's Email Analytics.
• Signal Alerts - Common Errors and Recommendations
  Overview of common Signal Flow errors and recommended steps to resolve issues in registrations, retries, and third-party integrations.
• Supported Encryption Cipher Suite Changes
  Details about cipher suite changes for Certain Platform, API, Signal, and SSO, effective June 30, 2022.
• Session Related Links: Syncing from Platform to Touchpoint
  Instructions to sync related links from Platform to Touchpoint using the Touchpoint: Related Link tag on Conference Custom Fields.
• How to add a link to an image or banner using an HTML editor
  Step-by-step guide to add a hyperlink to an image or banner in an HTML editor on the Certain platform.
• How to delete sessions through a mass action
  Step-by-step instructions to delete sessions using mass action in the Certain platform.
• Signal Outbound Flows for Digital Events (ON24)
  Guide to configuring Signal outbound flows to ON24 for registering or cancelling attendees in digital events.
• Customizing Emails Based on Different Registrant Factors/Values
  Guidelines to customize email content for different registrant answers using content blocks and display rules in Certain's event setup.
• Adding an email address as a hyperlink
  How to convert an email address in an email template into a clickable hyperlink.
• Adding file attachments for email templates
  Instructions to attach a file to email templates in Certain, including single attachments, zip files, and external links.
• Preparing ON24 for Signal Integration
  Guidance to prepare ON24 for integration with Certain's Signal, including endpoint access and API token provisioning.
• Digital Events - How to Share Webcast/Webinar Details using Email and Session Ca...
  Guidance on sharing webcast join details via email templates and linking to the Session Catalog for Digital Events.
• Adding Speakers on Sessions and Instances
  Instructions for assigning master and specific speakers to sessions and their instances in the Certain platform.
• Adding Speakers - One by One, Via Import, or with Existing Profiles
  Instructions for adding speakers to an event via manual entry, import, or existing profiles in the Certain platform.
• Content
• Session Locations
  Guidance on creating and importing physical locations for sessions in the Certain platform.
• Session Tracks - Uses and Workflow
  Guide on using and managing session tracks within Certain's Speaker & Session Management.
• Adding Speakers to Sessions
  When adding Speakers to a Session with Instances, an Alert will display to give the option of including that Speaker to associated instances.
• Appending Agenda Items to an Email Template
  Guidance on using Display Rules to include Personal Agenda items in an Email Template.
• Changing Contact Information on the Event Registration Confirmation Email
  Instructions for changing the From address on the Event Registration Confirmation Email in Certain Platform.
• Recommended Dimensions for Extended Display > Main Image Field
  Guidance on image dimensions for the Extended Display Main Image field, including width limits, banner uploads, and customization options.
• How to shorten a Form or Website URL
  Instructions for shortening Form URLs, Website URLs, and Vanity URLs in the Certain Help Center.
• Removing extra bullet points when using Content Block on email templates
  Guidance to prevent extra bullet points in Outlook when using Content Block in email templates by inserting a hidden div.
• Dynamic Emails Guide
  Guide on using Content Blocks and Display Rules to create dynamic email templates based on registration values.
• Scheduling Emails Guide
  Guide to enabling, configuring, and tracking scheduled emails in Certain Platform.
• Email Templates
  Overview of email template creation, editing, scheduling, and attachments for event communications in the Certain platform.
• Check-In: Alert Configuration
  Guide for configuring VIP alerts in Certain Check-In, including basic configuration, triggers, and contacts.
• Check-In Insights
  Real-time dashboards and analytics for check-in data in Certain's Engage platform.
• Check-In: Profile Configuration
  Instructions to configure profile fields shown in the Certain Check-In app, including baseline and additional fields.
• Check-In: Basic Configuration
  Documentation for configuring the Check-In basic settings in Certain's Engage platform.
• Check-In: Session Configuration
  Instructions to enable and configure session check-ins for the Certain Check-In app, including walk-in permissions and capacity limits.
• Data Extraction Guide
  Guide to extracting historic profile, registration, and event data from Certain using custom reports.
• API Fetch - Eloqua step by step configuration
  Step-by-step guide to configure API Fetch with Eloqua for ingesting Eloqua contacts as Certain registrations.
• API Fetch walkthrough
  Step-by-step guide to configuring API Fetch for Eloqua data in Certain Platform.
• API Fetch FAQs
  FAQ about API Fetch including its purpose, add-on status, access, and use cases.
• Custom Questions
  Overview of using custom questions to collect event-specific registration data in Certain.
• Account Tax Codes
  Use this page to edit, delete, or create a tax code template.
• Group List
  Group List helps you create and manage registrant groups, assign attendees, enforce group-based form restrictions, and track group counts.
• Sel? and Web? options
  Warning against using Sel? and Web? options for Agenda Item Questions and how these options can remove agenda items from registrations.
• Send Email for accepted registrations
  Notes on when to select an email template for accepted registrations in Certain's workflow.
• How to Update Event Template Thumbnails
  Guide to upload a preview image for event templates with the recommended size of 200 x 150 pixels.
• Session Reminders
  Session Reminders lets you automatically send scheduled reminder emails for sessions with templates and analytics.
• Travel Packages (Flights) Guide
  Introduction to Flights and Flight Packages in Certain, including setup, configuration, and travel data import.
• Promo Codes Guide
  Guide to using the Registration Groups as Promo Codes module in Certain.
• How to Create a New Event
  Guide to creating a new Event in Certain: from scratch, copy, or template; includes Event Details fields and admin sections.
• Speaker and Session Management User Guide
  Guide to configuring and using the Speaker and Session Management module and Conference Sessions features in Certain.
• Recurring Classes - What you need to know...
  Overview of recurring session behavior in Certain's conference sessions feature, including delayed creation, fees, conflicts, and editing restrictions...
• Certain API 2.0 Developer Documentation
  Overview of Certain API 2.0 REST methods, authentication, resource paths, and rate-limiting FAQs.
• 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 with Certain’s AI-Powered Insights
  A slide deck guiding AI-assisted prompting to drive event ROI through KPI-aligned prompts and content guidance.
• PDF Document
• PDF Document
• 2025 AI Trends for Event Management
  A guide exploring how AI transforms event management in 2025, detailing agentic AI, event intelligence, practical applications, and nine trend traject...
• PDF Document
• From Attendee to Advocate
  An eBook guiding marketers on transforming event attendees into long-term brand advocates through AI and event intelligence.
• PDF Document
• Engagement Data Drives Business Results
  A playbook outlining how event engagement data connects events to measurable business results through planning, pre-event, during-event, and post-even...
• PDF Document
• The Powerful Impact of In-Person Experiences on Event ROI
  A marketing eBook examining the ROI of enterprise in-person events post-Covid, with data-driven guidance on event management and intelligence.
• PDF Document
• Events as a Strategic Lever in B2B Marketing
  An enterprise-focused overview of how events drive lead generation, engagement, and brand growth in B2B marketing.
• PDF Document
• How Marketing Events Are Changing
  A marketing data sheet summarizing trends in B2B events, roles, spend on event technology, and focus areas.
• Event Automation
  A marketing brochure describing how Event Automation helps marketers manage events, capture attendee insights, engage attendees, and optimize event ma...
• PDF Document
• PDF Document
• Ultimate Guide to Event Success
  A structured guide outlining data-driven strategies for event planning, budgeting, data orchestration, and technology selection.
• PDF Document
• PDF Document
• PDF Document
• How can I still deliver on my business objectives through digital events?
  A guide on delivering business objectives through digital events by leveraging seamless integrations, branding, and attendee insights.
• PDF Document
• The Event Marketing Playbook
  A practical guide to mobile-driven B2B event marketing, covering pre-, during-, and post-event strategies and tactics.
• PDF Document
• Event Data Strategy Best Practices
  Best practices for leveraging event data to personalize engagement and drive measurable outcomes for marketers and sales teams.
• PDF Document
• PDF Document
• PDF Document
• PDF Document
• Why a Mobile Event App? Amazing Insights. That’s Why.
  A concise guide explaining the value of mobile event apps for attendee insights and ROI, including a Top Ten list of benefits.
• PDF Document
• Hand-in-Hand: Leveraging Tech and In-person Strategies for Success.
  A whitepaper on blending digital tools and in-person events to drive engagement, generate leads, and enhance post-event follow-up across marketing and...
• Are Your Events Working Hard Enough?
  A guide on using event data to enrich attendee insights and drive lead nurturing.
• Content
• PDF Document
• Marketing In a Post-Digital World
  A guide to real-time marketing and event automation in a post-digital era.
• Where’s Your Event ROI?
  Infographic exploring ROI in event marketing and how to prove and improve it through integrated event management and marketing automation.
• Marketing Event Automation Simplified
  A co-branded marketing brochure illustrating segmentation, email marketing, attendee data capture, and data integration for event-driven marketing wit...
• PDF Document
• Certain Product Support
  Overview of Certain Product Support services, hours, escalation, and maintenance policies.
• Bring Events Into Your Marketing Technology Stack
  An end-to-end event automation platform that unifies event data to power real-time marketing actions.
• Drive a Higher ROI from Every Event
  Marketing executives can use Certain to drive ROI from events through attendee data, personalization, and insights.
• In-Person Events Easily Planned, Delivered & Repeated
  Overview of Certain's event management platform for planning, replicating, and optimizing in-person events with templates, branding, and insights.
• Unify Virtual and In-person Audiences With a Consistent and Engaging Hybrid Even...
  Unifies virtual and in-person audiences with a consistent, engaging hybrid event experience using engagement tools, data unification, and scalable tem...
• Create Highly Engaging and Memorable Attendee Experiences
  Marketing page describing Certain's event management software for event planners, including All-in-One Platform, templated events, engaging experience...
• Maximize event success
  Training and webinars to accelerate event success on the Certain platform.
• Event Management Consulting Services
  Certain’s consulting team provides event management consulting, implementation, and insights to optimize event performance.
• 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 showing how to unlock buyer intent through event data with engagement tools and AI insights.
• Igniting Event Experiences with Touchpoint Ignite
  On-demand webinar about leveraging event intelligence and AI to enhance event experiences and outcomes.
• Take a Tour of Session Advisor
  Take a Tour of Session Advisor; use the NEXT button to view the key benefits; this demo is not configured for mobile viewing.
• Take a Tour of Certain Event Intelligence
  A page that presents the Certain Event Intelligence product tour.
• Your CEO Asks
  When you're investing a significant portion of your marketing budget in events and your CEO asks, 'What are the results?', do you have the resources a...
• 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 content describing how to measure the business impact of events using attendee management and analytics.
• Turn Cold Event Leads Into Hot Opportunities with Certain
  Overview of how Certain's end-to-end event experience solution can transform cold leads into warm customers.
• Setting Up Your Sales Meetings for Success
  Infographic with tips for setting up successful sales meetings at events.
• Session Break: Hybrid Event Planning & Execution
  Video on demand session with Kent Martin about 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.
• Igniting Event Experiences with Touchpoint Ignite
  On-demand webinar about unlocking buyer intent through event data and advanced engagement tools.
• Reading Your Buyer’s Mind
  On-demand webinar about unlocking buyer intent through event data and advanced engagement tools.
• Power Templates
  Power Templates equip event and marketing professionals to easily create events that are versatile and efficient, reducing time and costs.
• Post-Event Metrics to Deliver
  Tracking key post-event metrics around demand and pipeline creation to showcase how events deliver on business goals.
• Marketing Event Automation Simplified
  Infographic about combining data from marketing automation and events to deliver ROI. Includes resources and solutions for event marketers.
• The Event Data Orchestration Cycle
  Infographic detailing a structured data lifecycle to transform raw event data into actionable insights.
• The Hybrid Attendee Engagement Journey
  Learn how to tailor attendee engagement to a guest's registration type by ensuring ways for guests to connect and interact, no matter where they join ...
• How Marketing Events are Changing
  Infographic describing how marketing events are changing and the expanded role of event marketers.
• How Events Drive Revenue
  Events give companies a chance to tailor experiences to attendees. These experiences can take prospects and leads through their buying process faster,...
• 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.
• Event Management Overview
  Overview of Certain's Event Management technology solutions, including Manage Events, Engage Attendees, and Event Intelligence, plus related resources...
• Get Intelligent Insights From All Your Events
  Get intelligent insights from your events via centralized data, signals, and recommendations to improve attendance, engagement and revenue across all ...
• Event Engagement Overview
  Overview of Certain's event engagement solutions, including touchpoints and event intelligence, with resources for marketers.
• Event Data Strategy Best Practices
  Guidance on collecting and using attendee data to personalize engagement and achieve measurable outcomes.
• Event Automation for Data-Driven Marketers & Event Professionals
  Infographic detailing event automation and Certain's event management technology solutions for marketers and event professionals.
• Delivering Business Objectives Through Digital Events
  Infographic about delivering business objectives through digital events and related resources.
• Crack the Code – Understanding Your Event Attendees
  Webinar on uncovering attendee insights and applying AI to event management.
• Certain Touchpoint Engagement App
  Find out how Certain Touchpoint can foster great engagement, serve the right content at the right time, and help you gain insight into attendee engage...
• Certain Signal: Event Data in Action
  Infographic about filtering noise in event data to enable real-time action by sales and marketing teams.
• 4 Steps to Better Understand Your Audience
  Infographic explaining how to understand audience data from events and how to act using technology.
• 3 Ways AI-Powered Session Recommendations Can Help Elevate Your Events
  Video on demand content about AI-powered session recommendations for events.
• Gather Digital Has Become Certain Touchpoint
  Announcement that Gather Digital rebrands as Certain Touchpoint and continues to offer a mobile event app.
• MarketingProfs Highlight the Power of Certain’s Event Intelligence & AI in Drivi...
  MarketingProfs discusses how event data and AI can uncover buying signals and boost marketing ROI through real-time event intelligence.
• Certain Announces Strategic Partnership with InEvent to Create a Unified Event T...
  Certain partners with InEvent to unify virtual and in-person event capabilities into a single event technology ecosystem.
• 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 streaming, attendee engagement, and data i...
• Certain Launches API Fetch: A Revolutionary Event Data Syncing Solution
  Certain announces API Fetch, a data integration solution that automates event data synchronization across external systems into Certain's platform.
• Certain Launches Touchpoint Ignite: Transforming Events with Deep Audience Insig...
  Certain announces Touchpoint Ignite, an AI-powered event app that turns engagement data into deep audience insights with a conversational interface.
• Certain Announces Strategic Partnership with Capture Technologies to Enhance Eve...
  Certain announces a strategic partnership with Capture Technologies to merge onsite event technology with AI-powered event management and intelligence...
• Certain Launches Session Advisor, an AI-powered Personalization Solution to Acce...
  Certain launches Session Advisor AI, an AI-powered personalization solution delivering tailored session recommendations at scale for event management.
• Validar | Partner
  Validar provides attendee behavior tracking solutions for digital, hybrid, and physical events.
• Realise | Partner
  Your event registration experts, from build to at-event delivery, training & data intelligence. Realise works with the leading event technology suppli...
• ON24 | Partner
  Partner profile of ON24, a marketing technology leader for live and on-demand digital experiences.
• Meetingselect | Partner
  Meetingselect is the global meeting management platform and online venue sourcing platform with an independent database of more than 100,000 conferenc...
• InEvent | Partner
  InEvent partner page describing the InEvent event management platform and its reach, including trust by Coca-Cola and Amazon, serving virtual and hybr...
• 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 provides onsite event check-in solutions with tools to enhance attendee experience. The partnership enables fast check-ins, eco-friendly ba...
• Demandbase | Partner
  Demandbase is a powerful targeting and personalization platform that identifies target accounts and engages them with relevant content to drive revenu...
• Capture Technologies | Partner
  Capture Technologies delivers efficient on-site solutions for events, specializing in badge printing, registration, and attendee management.
• Attendee Management | Partner
  AMi provides technology-based attendee management services through event registration software and support, simplifying event management for organizat...
• Thank You For Visiting Our Booth At IMEX America 2024
  Thank you for visiting our booth at IMEX America 2024. Explore resources on Event Intelligence, Event Management, and Event Engagement.
• Thank You For Visiting Our Booth At IMEX America 2023!
  Thanks to visitors at IMEX America 2023. This page highlights resources on Event Intelligence, Event Management, and Event Engagement.
• What is Event Management Software?
  FAQ explaining what event management software is and its capabilities.
• What is Event Intelligence
  Event Intelligence is the insight gained by analyzing events, participants, attendance, engagement, and conversion rates, and can apply to single or m...
• What is Audience, Participant, or Event Engagement?
  Definition of audience, participant, or event engagement at events and how technology enables it across in-person, online, hybrid, and on-demand forma...
• What is a Hybrid Event?
  FAQ explaining hybrid events, combining in-person and online participation and content delivery options.
• Who Uses Event Automation Software?
  FAQ describing who uses event automation software and related solutions from Certain.
• What Is a Mobile Event App?
  FAQ describing what mobile event apps are and their key features.
• What is Event Intelligence Software?
  FAQ about event intelligence software and how it analyzes and optimizes events.
• Reading Your Buyer's Mind: Event Strategies for Truly Getting to Know Your Buyer
  On-demand webinar showing how to unlock buyer intent through event data.
• The Ultimate AI Tech Stack for Event ROI
  Learn how to scale, engage and drive revenue from events with AI in this engaging webinar.
• Turning Event Data into Gold – 7 Ways to Measure the Business Impact of Your Eve...
  On-demand webinar explaining how to transform event data into meaningful insights.
• Turning More Audiences into Customers with AI-Powered Personalization
  In this on-demand webinar, learn how to master the art of transforming audience intent into meaningful customer actions.
• Transforming Your Event Data into Revenue and Results
  An on-demand webinar about Event Intelligence that helps connect the dots to optimize performance and revenue.
• Igniting Event Experiences with Intelligence & AI
  Watch an on-demand webinar to unlock a deeper understanding of event attendees, gain actionable insights, and learn how to deliver revenue and results...
• Touchpoint | Demo
  On-demand Touchpoint Demo page showing how to engage attendees for in-person, virtual, or hybrid events using Certain's Touchpoint App.
• End Networking Roulette: Let Next-Gen AI Do the Matching
  A webinar showcasing AI-powered session matching to help attendees decide among sessions and connections at events.
• Gathering Attendee Feedback – Beyond the Event Experience
  An on-demand webinar about harnessing event data to unlock buyer intent and identify buying signals.
• Event Intelligence | Demo
  On-demand webinar demo of Event Intelligence showing data across events and actionable insights.
• Crack the Code and Understand Your Event Attendees
  In this on-demand webinar, you’ll discover how to uncover insights into your event attendees’ mind – their priorities, needs, and interests using AI.
• From Signals to Sales: Activating Intent Data from Events
  An on-demand webinar showing how to translate event data into actionable intelligence to drive pipeline and accelerate deals.
• Event Center For Marketers and Event Planners
  On-demand webinars and events for marketers and event planners.
• Data Retention Policy
  Policy detailing data environments, backups, encryption, archiving, and GDPR compliance for Certain's information technology services.
• Improving Efficiency & Lead Quality
  Rockwell Automation enhanced event efficiency and lead quality by centralizing data with Certain's platform, enabling faster follow-up and global cons...
• National Instruments Achieves Significant Cost Savings and Accelerates Lead Gene...
  Case study of National Instruments using Certain's event platform to accelerate lead follow-up and reduce support time.
• Let's Connect
  Contact page for Certain featuring a form to collect personal and event information and contact details for support and billing.
• Certain Brand Guide
  Official brand assets including logo lockups, color palette, typography, and product assets for Certain.
• 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
  Explains event data orchestration, its importance for B2B marketing, and a structured journey to turn engagement data into actionable buyer signals.
• 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.
• Unlock the Power of Hosting a Product Session at Events: How to Gather and Lever...
  Guide to hosting product sessions at events to gather buying signals and drive product strategy.
• How to Turn Your Audiences Into Customers Using AI
  Overview of using AI to personalize event marketing and convert attendees into customers.
• Making Every Moment Count: Strategies to Boost Event Engagement and Impact
  A guided approach to capturing and leveraging event data to engage attendees and maximize ROI using AI-powered insights.
• Setting Event Goals: Transform Your Events into Buyer Blueprints
  A guide to setting measurable event goals and aligning them with the buyer's journey across funnel stages.
• 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
  Blog post explaining why the right team matters as much as the right technology in event management.
• How AI is Revolutionizing Event Personalization: Meet Certain’s Session Advisor
  Overview of Session Advisor, an AI-powered event personalization tool from Certain, and its benefits for attendees, organizers, and sponsors.
• Prioritizing your Event Data Security
  Overview of data security importance for event data, US privacy laws, and best practices for safeguarding attendee information.
• Maximizing Event Success with Signal-Based Solutions: A Catalyst for Marketers t...
  Explains how signal-based solutions enable real-time insights, personalized engagement, and AI-driven lead nurturing to improve event ROI.
• Mastering B2B Event Strategy: Harnessing AI, Intelligence, and Insights for Succ...
  A data-driven guide to mastering B2B event strategy using data orchestration, event intelligence, and AI-powered tools.
• Leveraging Event Data and AI for Business Success
  Blog recap of a webinar on event data and AI, including Touchpoint Ignite and data-driven strategies for ROI.
• Support Center
  Knowledge Base and support resources for Certain Platform, including articles and developer space.
• Igniting Event Experiences with Event Intelligence & AI
  Explores how AI-powered event technology, led by Touchpoint Ignite, can unlock audience insights and improve event experiences.
• Transforming Events into Revenue Generators
  Overview of how marketing events can generate revenue and how Certain's platform enables monetization through event data and AI.
• Mastering Buyer Engagement at Events
  Guide on turning attendees into advocates using AI-powered event insights to optimize buyer engagement.
• Events as Living, Breathing Organisms
  Explores treating live events as adaptive, intelligent ecosystems with signals, analytics, and AI to drive revenue and engagement.
• Event Strategies to Accelerate the Buyer Journey
  Explains how AI-powered event intelligence accelerates the buyer journey by analyzing engagement data, predicting actions, and personalizing attendee ...
• 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...
• The Impact of Deep Audience Insights on Event Success
  Explores how deep audience insights drive engagement and revenue, introducing Touchpoint Ignite AI-powered insights.
• Agentic AI: The Next Evolution in Event Technology
  Overview of Agentic AI and its impact on event planning, engagement, and data orchestration.
• 3 Ways to Drive Loyal, Repeat Event Sponsors
  A three-part guide to building loyal event sponsors through attendee engagement, early-bird discounts, and post-event learnings.
• 3 Steps to Creating Event Content that Drives Business Results
  Three steps to plan event content that drives engagement and business results using data orchestration and tailored content.
• 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...
• Create Exceptional Attendee Experiences. Capture Every Buying Signal.
  Certain helps run engaging events, personalize attendee experiences, and turn engagement into buying signals to accelerate buyer journeys and deliver ...
• Event Planning and Management Blog
  A collection of articles about event planning, buying signals, and event intelligence.