📄 Content Pages

• Meetings
  Touchpoint Meetings allow admins to schedule small group or one-to-one meetings, including attendee-to-attendee invites and a Meeting Management conso...
• Participant Type
  Definition and steps for using Participant Types to group users and restrict features in the app navigation.
• In-App Links
  Guide to linking within the Touchpoint app by constructing In-App URLs from CMS URLs and converting them to shorthand touchpoint:// links.
• My Credits
  Documentation on the My Credits feature, including settings, credit types, and value configuration.
• Live Polling
  Instructions for using Live Polling in Touchpoint, including moderator controls, branding, setup, playback, and audience display.
• Event Setup: Contact
  Defines the Registration Contact and explains how to create or edit it, where contact information appears, and how changes propagate across events.
• Event Setup: Attendee Types
  Guide to creating and managing Attendee Types for events, including setup steps and uses.
• Basic Template
  Documentation on creating and editing the Basic Template, including its Content File sheets and navigation features.
• Form Password Options
  Two methods to help registrants access password-protected forms on Certain: Forgot Password and Reg ID URL approach.
• How to Close Registration for an Event
  Guidance on closing event registration using Forms or Event Status, with notes on end dates and closed messages.
• General FAQ - Importing Registration Data
  FAQ detailing methods to import registrations into events, including external data files and connectors.
• Email FAQ - Sending Email
  Two methods to send email from within the Certain Platform: to a single registrant or to a group of registrants.
• Event FAQ - Working with Agenda Items
  Instructions for creating, editing, and managing agenda items in an event, including types, inventory, fees, and labeling.
• Adding Questions to Agenda Items
  Guide on assigning custom questions to agenda items within event planning.
• Registration Overview
  Overview of the Registration area in Account Settings for administrators, detailing Custom Profile Data, Financial Data, Printable Confirmations, and ...
• Assigning User Types
  Overview of available user types and how to assign access and permissions in Certain.
• Define Report Export Actions (Setup)
  Instructions for configuring automatic actions when exporting a report, including up to three Mass Actions and export options.
• Choose Report Filters (Account Reports)
  Guide to using Date Filters, Standard Filters, Drill-Down Filters, and Advanced Filters for Account Reports in Certain.
• User-Defined Column Details (Account Reports)
  Instructions for creating up to 20 user-defined columns in account reports, including definitions and examples.
• Pick Report Columns (Account Reports)
  The Columns page defines which data fields appear in an account report and their order, with sorting and column customization options.
• Report History
  Displays a history of Changes Reports and reports that contain the full Credit Card Number run on data within the current account.
• Custom Report Header and Footer (Account Settings)
  Instructions to add and format a custom header and footer for reports using the HTML Editor in Account Settings.
• Report Setup (Profiles)
  Guidance on creating and configuring custom reports in Profiles, including Setup, Display, Groups, Subtotals, Columns, Filters, and Page sections.
• Profile Reports
  Use this page to create and run reports on the profiles in your Certain account.
• Custom Profile Information
  Describes how to enter and manage answers to custom profile questions in an account, including supported question types.
• Email (Profile)
  You can send Email messages to individual profile contacts using this Email page. The page provides fields for To, Reply To, CC, BCC, Append, Subject,...
• Profiles Area Options
  Overview of Profiles area actions (Find, Edit, Add, Import) and how profiles relate to registrations.
• Changes Reports
  Overview of how Changes Reports compare current report data to earlier data, showing additions, removals, and modifications.
• Speaker Catalog Designer
  Instructions to set up and edit a Speaker Catalog in an event using the Speaker Catalog Designer in Certain Platform.
• Conference Catalogs
  Guide to managing conference catalogs in Certain Platform, including Catalog List, adding catalogs, and syncing sessions and speakers.
• Pages (Reviewer Portal)
  Configuration guide for managing reviewer portal pages, including adding, editing, and previewing pages in the Reviewer Portal.
• Branding & Footer (Reviewer Portal)
  Defines branding for the Reviewer Portal, including logos, header graphics, and link behavior. Details are inherited from the Speaker Portal branding.
• Reviewer Layout (Reviewer Portal)
  Instructions for configuring the My Information page for reviewers in the Reviewer Portal.
• Session Catalog Designer
  Instructions to set up and customize a Session Catalog using the Session Catalog Designer.
• Login (Reviewer Portal)
  Instructions to configure the Login page for Reviewer Portal, including Sign-In Options, layout, and background image settings.
• Site Layout (Reviewer Portal)
  Guidelines for customizing the color palette and navigation bar in the Reviewer Portal.
• Settings (Reviewer Portal)
  Settings page for configuring the Reviewer Portal, including Name, Google Analytics Tracking ID, Web URL, timeout, and display formats.
• Tier: Add/Edit
  Instructions for adding and editing tiers in the Speakers and Sessions management module.
• Tiers
  Instructions for managing tiers in the Speaker and Session Management module, including Quick Tips and Background.
• Reviewer: Add, Edit, or View
  Help center article detailing how to add, edit, or view reviewers for speakers and sessions.
• Sessions (Manage Reviews)
  Help center article detailing how to manage session reviews, including Submitted, Under Review, and Approved lists, and how to use filters and recomme...
• Session Reviews
  Dashboard page summarizing the current status of session reviews in the Speakers and Sessions workflow.
• Submit Abstract (Speaker Portal)
  Guide to configuring the Speaker Portal for submitting abstracts, including Submitter, Speaker Details, Session Details, and Additional Speakers.
• Conditional Logic (in Speaker Portal)
  Guide to adding conditional logic to a Speaker Portal page by defining rules and display fields.
• My Session Details (Speaker Portal)
  Instructions for configuring the My Sessions page in the Speaker Portal, including layout, editing fields, and conditional logic.
• Dynamic Emails Guide (PDF)
  A help-center page describing a PDF guide on creating dynamic email templates using Content Blocks and Display Rules to vary content by registration v...
• Promo Codes – Quick Guide
  A brief PDF guide describing how to set up Promo Codes for use in an event; includes enabling the sub-module and related resources.
• Event Promo Code Import Wizard
  Instructions for importing promo codes for an event using the Event Promo Code Import Wizard.
• Discount Import Wizard
  Instructions for importing discounts into an event from a CSV file using the Discount Import Wizard.
• Auto-Match Roommates
  Guide detailing the Auto-Match Roommates feature in Certain's Accommodation section, including Summary, Auto-Match, and Roommate Matching Preferences ...
• Pending Roommates
  Page listing roommate pairs that are pending approval by the planner for event accommodations.
• Account Room Types
  Account-level room types used to define accommodation blocks for events. Room types can be edited, deleted, or shown as inactive; new room types are a...
• Import Room Reservations
  Instructions to import attendees' accommodation reservations from Excel or CSV into an event, including prerequisites, required fields, and step-by-st...
• Import Accommodation Blocks
  Guide to importing accommodation blocks via CSV in the Certain platform.
• Accommodation Import
  The Import page under Accommodation enables importing Blocks or Room Reservations, with links to where each type can be managed.
• Accommodation Sub-Block Information
  Guidance on creating and managing accommodation sub-blocks within the Certain platform.
• Hotels
  Guidance for managing hotels in the Certain event platform, including hotel records, supplier details, and venue information.
• Accommodation Statuses
  On this page you define Booking Statuses and Action Codes used to track attendees' accommodation bookings.
• PDF Document
• Flight Packages
  Instructions for managing flight packages in Certain's Travel module, including adding, editing, deleting, exporting, and managing travel package deta...
• Website FAQ Page
  Generic page to place static content on the public side of the Website (appears as entered).
• Events Calendar Web Page
  Page describing the Events Calendar web page and its options for displaying events within a website account.
• Events List Web Page
  Documentation on configuring the Events List web page, including the list of active/future events and table column settings.
• Event Details Page
  Help Center article describing how the Event Details Page uses event-specific Dynamic Data Fields to customize event information.
• Web Site Home
  This is a generic Home page where you can place static content to be displayed on the public-side of the Website (it will appear as entered).
• Website Display
  Documentation about the Website Display shell and custom display shell features in Certain's platform.
• Account Websites
  Help center article describing how account-level websites are listed and managed.
• Copying Consolidation Reports
  Instructions to copy an existing Consolidation report using the Copy Wizard in Certain.
• User-Defined Column Details (Consolidation Reports)
  Guide to creating and managing user-defined columns in Consolidation Reports for Certain events.
• Define Report Export Actions (Events)
  Instructions on configuring export-time Mass Actions for report exports.
• Custom Report Header and Footer (Consolidated Reports)
  Instructions to add and format a custom header and footer in Consolidated Reports using the HTML Editor, including supported formats and data fields.
• Choose Report Filters (Consolidation Reports)
  Guide to using Date Filters and Advanced Filters for Consolidation Reports in Certain.
• Pick Report Columns (Consolidation Reports)
  Instructions for selecting and ordering data fields in Consolidation Report columns.
• Select Report Subtotals (Events)
  Documentation on displaying subtotals in event reports, including grouping options and per-group totals.
• Choose Report Grouping (Events)
  Documentation on configuring up to three levels of summary groupings for event reports in the Certain platform.
• Specify Report Display Options (Events)
  Options to configure report display and print settings for event reports in Certain.
• Report Setup (Consolidation Reports)
  Help article describing how to create and manage Consolidation Reports in Certain.
• How to delete a registrant from an event
  Steps to delete a registrant from an event in the Certain Help Center, including mass action and profile deletion, with notes about payments and test ...
• How to Copy an Event
  Step-by-step instructions to locate and copy an event in Certain.
• How do I add an event owner
  Steps to assign an event owner in Plan > Event Setup > Details, including administrator guidance and contact information.
• How to Disable Automatic Emails when changing attendee custom status
  Guide to disable automatic emails when updating a registration's custom status using advanced logic rules in Certain's platform.
• Session Blocks
  Overview of Session Blocks and how to create them to control display of sessions in emails.
• Meeting Requests (Home)
  Overview of the Meeting Requests (Home) page in the Certain Help Center, including the meeting requests list, filters, and actions.
• Meeting Requests (Websites)
  Help article describing Meeting Requests on websites in the Certain Help Center.
• API 1.0
  Backward-compatible help article describing API 1.0 access and migration guidance to API 2.0.
• Checking Imported Registration Data
  Instructions for viewing imported registration data in Certain by clicking the underlined number corresponding to the state or status in All Registrat...
• Accommodations (Attendee)
  Guidance for managing attendee room reservations and related details in the Certain event platform.
• Registrations FAQ - Updating a Group of Registrations
  Mass actions enable users to perform single actions on a group of registrations or records from the Mass Action drop-down list.
• Unmatched Roommates
  Overview of the Unmatched Roommates page, including Roommates to Match and Available for Matching sections and how to pair registrants.
• Matched Roommates
  List of all matched roommate pairs and related room reservation details within the Certain platform.
• Registrations FAQ
  FAQ covering registration tasks in Certain's Help Center.
• Assign Roles
  Background on how roles and users are managed for events in Certain. Describes how to assign roles to an event and who is available for each role.
• How to Import Accommodation Details
  Steps to import and update accommodation details for registrations, including templates.
• What's a "Primary Form"?
  Explanation of the Primary Form concept, how to designate it, its cross-link usage, and cautions.
• Multi-Page Lists
  Explanation of pagination, filtering, and remembered preferences for data-list pages in Certain's Help Center.
• System information
  Instructions to display technical information about the current release of Certain.
• Certain Support
  Overview of how to access the Certain Support Site and the available resources: Knowledge Base, Certain Academy, Developer Space, and Contact Us.
• Search For Websites
  Instructions for searching websites across events and accounts using criteria, operators, and filters.
• Search For Forms
  Instructions for searching for forms across events and accounts in the Certain Help Center, including criteria, operators, and pagination.
• Search For Events
  Instructions for searching events across accounts in the Certain Help Center.
• Search For Profiles
  Instructions for searching for Profiles across accounts in the Certain Help Center.
• Search
  Instructions for using the search feature in the Certain Help Center, including field, operator, value, and account selection, plus how results open.
• Search For Registrations
  Instructions for searching registrations across events and accounts in the Certain platform.
• My Profile
  Documentation for configuring the My Profile form in Certain's Website Setup, including available fields and confirmation messages.
• Website News Page
  Generic page for placing static content to be displayed on the public side of the website.
• E-commerce FAQ - Configuring E-commerce Accounts
  Instructions for configuring e-commerce accounts in Certain, including supported gateways and PayPal setup.
• Forms FAQ - Linking Website to Forms
  Instructions for linking a website to a Certain form by copying the form URL and embedding it in site HTML.
• Forms FAQ - Setting Up the Agenda Search Section
  Defines labels for the Agenda Search form fields and configuration options, including filters, rows per page, and no-results messaging.
• Forms FAQ - Creating Form Section Headers
  Details on configuring Form Section Headers, including Text Above Header, Header Text, Text Below Header, default values, and header behavior.
• Consolidation Reports
  Overview of consolidation reports including standard reports and how to manage reports across accounts.
• Event List (for Reviewers)
  Help Center article describing how reviewers access and use the Event List in Certain, including column definitions and actions.
• Registration Groups – Quick Guide
  Overview of the Registration Groups Quick Guide and how to enable the Registration Groups sub-module for an event and access the PDF guide.
• Import (Groups)
  Instructions for importing groups from a CSV file, including preparation, mapping, and post-import steps.
• Group Reports
  Group Reports show registration counts by group and approval status for an event, with per-group drill-down and Excel export.
• Assign Groups
  Instructions for assigning a group to selected registrations on the Assign Groups page.
• Custom Fields
  Overview of Custom Fields for Groups in the Certain Help Center, including creation, editing, and usage.
• Group List
  Guide to creating and managing registrant groups for events, including assigning attendees and configuring related options.
• Accommodation Blocks
  Documentation on creating and managing accommodation blocks for events, including block creation, utilization reports, and block details.
• Travel Configuration
  Configuration settings for attendee travel options within the Travel Packages sub-module.
• Custom HTML Section Details (Registration Form)
  Instructions for adding and configuring Custom HTML sections within a registration form on the Certain platform.
• Event Waitlist form section
  Instructions for adding and configuring the Event Waitlist form section in a form, including text fields, editor options, and labels.
• Accommodations (Attendee Form)
  Instructions for configuring accommodations within the Attendee Form, including entry, listing, payment options, labels, questions, and roommate setti...
• Confirmation (Attendee Form)
  Instructions and settings for configuring the confirmation page and related features of an event registration form in the Certain platform.
• Verify / Edit Info (Attendee Form)
  Documentation for the verify/edit page of the attendee form in the Certain platform.
• Questions (Registration Form)
  Help Center article detailing the Questions sections for registration forms.
• Attendee Types (Attendee Form)
  Details on configuring and displaying Attendee Types in the Attendee Form for event registrations, including display settings, waitlist options, and f...
• Display
  Overview of the Display settings for event forms, websites, and emails, including Assets, Navigation Bar, Primary Display, and Extended Display.
• Cookies in Certain
  A brief PDF guide describing the cookies added to registrants' browsers by forms and webpages created using Certain, including admin-side cookies.
• Create a Registration
  The registration page contains contact information about the attendee and basic registration information, including Attendee Type and Status.
• Create a New Form
  Guide to creating a new registration form in Certain's event platform, covering sections, setup, layout, and advanced settings.
• Forms List
  Documentation on the Forms List in the Certain platform, including how forms are listed and managed.
• Financials
  Guidance on payment processing options, online processing, security options, financial settings, and tax codes for events in the Certain platform.
• Navigation Bar
  Configure and display options for the navigation bar on the event website.
• Scheduled (Agenda Items)
  Overview of scheduled agenda items, including list and calendar views, custom types, and grouping for an event.
• Attendee Types
  Overview of Attendee Types, including creation, fees, capacity, and room-type visibility in the event platform.
• Event Websites
  Overview of the Event Websites feature in the Certain Help Center, including listing, managing, and actions for event websites.
• Choose Report Grouping
  Documentation on configuring report grouping in supplier reports, including summary groups, sorting, date grouping, and visibility options.
• Pick Report Columns (Data Fields) [Supplier Reports]
  Instructions for selecting, ordering, sorting, and customizing data fields for Supplier Reports.
• Choose Report Filters (Suppliers)
  Documentation on creating and using supplier report filters, including date and advanced filters.
• Select Report Subtotals
  Documentation for displaying subtotals in supplier reports, including grouping and per-group totals.
• Display Options (Supplier Reports)
  Defines the display and print settings for Supplier Reports in the Certain Help Center.
• Copying a Supplier Report
  Instructions using the Report Copy Wizard to duplicate a Supplier report in the Certain Help Center.
• Supplier Reports
  Overview of active Supplier Reports, their page layout, and how to copy reports in the Certain Help Center.
• Report Setup (Suppliers)
  Guidance for creating and editing custom Suppliers reports in the Certain platform.
• Content
• Specify Custom Report Header and Footer (Supplier Reports)
  Instructions to add a custom header and footer to supplier reports using the HTML Editor and data fields.
• Supplier Detail Information
  Instructions for editing and adding supplier records, including fields and hotel/venue details.
• Check In PDF Guides
  Overview of PDF guides for the Certain Check-In system, including configuration and quickstart documents, with printer and device recommendations.
• Check-In: Alert Configuration
  Instructions to configure VIP alerts in Certain Check-In, including basic configuration, triggers, organizations, attendee types, attendees, and conta...
• 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 alert contacts.
• EXPORT
  Define and manage report export actions in Certain Help Center.
• Pick Report Columns (Event Reports)
  Instructions for selecting and ordering data columns in Event Reports, including sorting, labeling, and date formats.
• User-Defined Column Details (Event Reports)
  Documentation for creating and editing user-defined columns in Event Reports within Certain's platform.
• PAGE (Custom Report Header and Footer)
  Instructions to customize the header and footer for custom reports across formats including HTML, PDF, and Excel, with dynamic fields and HTML Editor ...
• Report Subtotals
  Information on displaying subtotals in printable reports and how to configure grouping and total options.
• Choose Report Filters
  Overview of how to use report filters including date, standard, drill-down and advanced filters in Certain's reporting platform.
• Agenda Item Quantities
  Guidance on displaying agenda item quantities in event report columns, with two options: Quantity and Quantity Label.
• Choose Report Grouping
  Guidance on creating and configuring summary groups to sort data in event reports for printable formats.
• Display Options (Event Reports)
  Settings for display and print options in Event Reports, including display format, data formats, and print settings.
• Uploading an Email Attachment
  Instructions for uploading a file to attach to an email in the Certain Help Center.
• Itinerary Settings
  Help article on configuring the Itinerary PDF appearance and content for events in Certain.
• Event Invoices
  Documentation on creating and managing event-level invoice templates for attendees in the Certain platform.
• Digital Events Email Templates
  Email template for the hourly email sent to new digital event registrants; editable when the Digital Events module is enabled.
• Scheduled Emails
  Overview of how to view and manage scheduled emails in Certain.
• Scheduled Emails Guide (PDF)
  A PDF guide explaining how to schedule emails in Certain.
• Reviewer Email Templates
  Help Center article detailing how to manage reviewer email templates, including From/Reply To, subject, message, dynamic fields, attachments, and edit...
• Speaker and Session Management User Guide
  An illustrated PDF describing how to manage Sessions and Speakers in an event.
• Introduction to Speaker and Session Management (PDF)
  A help-center article that introduces a brief PDF overview of the Speaker and Session Management module, with a download link and related navigation.
• Event Session and Speaker Summary Report
  A summary of all qualified sessions and their speakers for an event, including details from the Session record.
• Sessions Report
  A detailed list of all sessions in the event, showing the information set up on Manage > Speakers and Sessions > Sessions.
• Event Session Status Summary Report
  A report showing attendee counts per session instance, with registrations, cancellations, waitlists, and attendance details.
• Event Session Summary Report
  A guide describing the Event Session Summary Report, including what it lists, how to access details, and export options.
• Speakers Report
  A detailed list of all speakers assigned to the event, including profile information, bio, abstract, and whether speaker agreement and profile picture...
• Sessions (in Speaker and Session Management)
  Guide to adding, editing, deleting, scheduling, and filtering sessions and session instances within Speaker and Session Management.
• Badges (in Badges V2)
  Documentation for configuring and printing attendee badges using the Badges V2 module in Certain.
• All Registrations By Status
  The standard summary report All Registrations By Status shows complete and incomplete registrations grouped by registration status, including two pie ...
• Registration Dashboard
  Overview of the Registration Dashboard in the Certain Help Center, including access, sections, and tasks.
• PDF Document
• Custom Report Header and Footer (Profile Reports)
  Documentation on adding a custom header and footer to Profile Reports using the HTML Editor, with supported formats and field insertion.
• Choose Report Filters (Profiles)
  Documentation for creating and using report filters for Profiles, including Date Filters and Advanced Filters.
• Select Report Subtotals (Profiles)
  Guidance on displaying subtotals in profile reports, including sums, max, min, averages, and group-level totals.
• Pick Report Columns (Profiles)
  Guidance on selecting and ordering data columns for profile reports in Certain's Help Center.
• Choose Report Grouping (Profiles)
  Explains how to group report data by up to three summary levels in profile reports, with options for sorting and display.
• Report Display Options (Profiles)
  Options to display, format, and print profile reports, including display format, data format, and print settings.
• Copying a Profiles Report
  Instructions for copying a Profiles report in Certain's Help Center, including steps and options.
• Create a New Profile, or Edit a Profile
  Guidance for creating or editing participant profiles, including required fields, data types, and address information.
• Russian Data Privacy
  Overview of the Russian Data Privacy feature in Certain's Privacy Compliance module, including configuration steps, event triggers, field mappings, an...
• Profile Anonymization
  Help article detailing how to anonymize profiles in Certain, including workflow, fields, and auditing.
• Security Settings
  Administrative security options including session timeout, password expiration, and email-related settings.
• E-commerce Account Details
  Help article detailing how to configure e-commerce accounts and processor settings in Certain.
• Account Information
  Help Center article describing account information, required fields, and how to update account details.
• Copying an Account Report (Report Copy Wizard)
  Instructions to duplicate an existing Account or System Report using the Report Copy Wizard.
• Report Setup (Account-Level Reports)
  Instructions to create and manage account-level custom reports in Certain.
• Registration Statuses (for tags)
  Help Center article describing how to apply tags to standard and custom registration statuses.
• Industries (at account-level)
  Instructions to add, import, and manage industries at the account level for speaker and session management.
• Job Functions (at account-level)
  Instructions to add, import, and manage job functions at the account level for Speaker and Session Management.
• General Ledger
  Instructions for using General Ledger in Certain to manage event budgets, including the G/L Account List and how to customize values.
• Custom Event Data
  Overview of Custom Event Data fields, access, usage for internal reporting, and account-level display fields in Certain.
• Signal Integration with Salesforce Guide
  Guide to integrating Certain Signal with Salesforce, including setup steps, tagging, connections, flows, mappings, and troubleshooting.
• Signal Integration with Marketo Guide
  Technical guide detailing how to integrate Certain Signal with Marketo using tags, connections, and flows.
• Privacy Compliance
  Help article detailing access and sub-modules for Privacy Compliance in Certain.
• Certain Signal: User Guides
  PDF guides explain how to configure and use Certain Signal to integrate with third-party applications.
• Check-In Settings
  Settings to configure branding and behavior for the Certain Check-In app.
• Account History
  Account history records for the current account over 90 days with 1-year retention and CSV export.
• SSO Connections (for an account)
  Instructions for configuring Single Sign-On connections for a Certain account, including types of SSO, editing configs, and field mappings.
• Promo Code with $0.00 fee/discount
  Instructions to create a promo code with zero fee/discount in the Certain platform.
• Entry Page (Attendee Form)
  Details on configuring the entry page of an attendee/registration form, including permissions, waiver, login options, passcodes, and SSO.
• How to create, edit and delete an email template
  Step-by-step instructions to create, edit, and delete an email template in an event via Promote > Communication > Email Templates.
• Web Crawlability (for Forms and Websites) Guide
  Guide to controlling web crawlability of Certain events using default behavior and Robots META tags.
• Scheduling Emails Guide
  Instructions for scheduling emails to registrants in Certain Platform using Email Templates.
• Integration Settings Needed for Stripe Payment Processor
  Information on the integration settings needed to use Stripe as your payment processor in your event.
• Creating User Accounts
  Guide to creating and managing users within a Certain account, including user types and setup steps.
• 2025 Summer Release #2 (8.3.32)
  Release notes for Summer 2025 Release #2 (8.3.32) of the Certain platform.
• 2025 Spring Release #6 (8.3.29)
  Release notes for 2025 Spring Release #6 (8.3.29) including enhancements and bug fixes.
• 2025 Spring Release #4 (8.3.27)
  Release notes for the 2025 Spring Release #4 (8.3.27), including fixes for session names, agenda items, and display fields.
• 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...
• 2025 Spring Release #2 (8.3.25)
  Release notes for 2025 Spring Release #2 (8.3.25), including admin-side Save and Close button enhancement.
• 2025 Winter Release #5 (8.3.23)
  Release notes for the 2025 Winter Release #5 (8.3.23) of the Certain platform.
• 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.
• Learning Center
  Get all the information you need about the intelligent Event Management Solution from Certain. Whitepapers, guides, infographics, webinars, and more.
• The Event Marketer’s Guide to Generative AI Prompts
  Infographic and resources for event marketers on using generative AI prompts and event management technology.
• 2025 AI Trends for Event Management
  An eBook about how AI reshapes the event industry and AI trends for 2025 and beyond.
• Event Marketing and Management Learning Center
  A collection of guides for event marketing and management, including AI trends, buyer engagement, and data orchestration.
• Connect Certain with Your Application Ecosystem
  Power your marketing and sales ecosystem with connected event operations and insights. Certain integrates across your enterprise stack to streamline e...
• The Event Platform That Turns Engagement Into Revenue
  Enterprise event management platform that delivers branded events, attendee journeys, analytics, and AI-powered insights to drive ROI.
• Certain Event Intelligence
  Gain a 360-degree view of buying signals and insights to improve attendee behavior, performance, and revenue across all events.
• Touchpoint Ignite - Event Apps for Exceptional Attendee Experiences
  Touchpoint Ignite delivers personalized event experiences at scale with AI-driven recommendations and real-time insights.
• Zoom | Partner
  Zoom helps businesses and organizations bring their teams together in a frictionless environment. Our cloud platform supports video, voice, content sh...
• From Attendee to Buyer: Deliver Experiences That Drive Growth
  Overview of Certain's Attendee Experience suite, including personalized journeys, AI-driven insights, and integrated data to turn event engagement int...
• AI-Powered Attendee Journeys
  Event Advisor personalizes attendee experiences with AI recommendations and captures engagement data and intent signals.
• Driving Record Attendee Engagement with Touchpoint
  Case study on how Touchpoint boosted attendee engagement and booth activity for a leading medical devices company.
• Certain. Make Every Moment Count.
  Overview of Certain's mission, leadership, and core values on the About page.
• 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.
• Lead Retrieval - Feature Setup
  Instructions to enable and configure the Lead Retrieval feature, including lead capture fields, VIP portal access, attendee lead codes, and badge prin...
• 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.
• Login Options
  Overview of Touchpoint login password options, including pre-defined attendee lists and open-access methods.
• 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.
• Bulk Uploading Content
  Instructions for bulk uploading content to Touchpoint using an Excel workbook, including headings, data preparation, and import steps.
• Features & Menu
  Instructions for configuring features and menu in the app, including selecting features, reordering buttons, and using icons.
• Image Specifications
  Guidelines for 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.
• Scheduling and Publishing Sessions
  This article covers manual session status changes, scheduling sessions, and using Mass Actions in the Certain platform.
• Registration Groups in Certain
  Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.
• Email Analytics Frequently Asked Questions
  FAQ covering email analytics dashboard updates, tracking methods, retention policies, and CAN-SPAM compliance.
• 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.
• Event Setup: Details
  Guidance for configuring basic Event information within the Certain platform's Event Setup: Details.
• 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...
• Modifying Registration Details
  Instructions to locate and modify a registration within the Certain event management system.
• 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.
• Administrators - Enabling E-Commerce for Payment Processing
  Guide for administrators on enabling e-commerce and configuring payment processing within Certain.
• 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.
• Configuring Your Event's Payment Options
  Guidance on configuring event payment options, including online processing accounts, transaction limits, and security settings.
• 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.
• Form Entry & Security
  Guide to using the Form Entry page: add Entry page to the sequence, set up waivers, and configure login options.
• 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.
• The Consequences of Changing Your Event Code
  Explains risks of changing the Event Code, including file-path breakage and Touchpoint integration disruption, and remedies.
• 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.
• General FAQ - Streamline Agenda Item Entry
  Instructions to streamline agenda item entry in Certain using Import/Export features, including creation, export, Excel editing, and re-import.
• General FAQ - About Event Websites
  Overview of event websites, including public and password-protected sites and page structure.
• General FAQ - Setting Up Accounts
  Overview of account structure, sub-accounts, and configuration options for Setting Up Accounts.
• General FAQ - Publishing Forms and Websites
  Overview of how Certain publishes forms and websites and how to deliver their URLs to attendees.
• General FAQ - Managing Registrations
  Overview of how registrations and profiles are created and managed for events in the Certain platform.
• General FAQ - Setting UP Online Forms
  Overview of creating and managing online registration forms, including available sections and setup details.
• General FAQ - Managing Profiles
  Details on profile management, differences from registrations, and how to configure custom profile data for accounts in the Certain platform.
• General FAQ - Creating an Event
  Overview of three methods to create events: from scratch, copy existing, or from a template.
• Content
• General FAQ - Setting Up Users
  Overview of user accounts and user types in the Certain platform.
• General FAQ - Setting Up an Event
  Overview of setting up an event in Certain, including event details, attendee types, questions, agenda items, payments, accommodation, and online disp...
• Reports FAQ - Collecting Multi-Event Data for Consolidation Reports
  Information about collecting and managing multi-event data for Consolidation reports in Certain.
• Reports FAQ - Define Report Export Actions
  Guidance on configuring up to three Mass Actions that auto-run when exporting a report in Certain's platform.
• Reports FAQ - Event Agenda Summary Report
  This article explains the Event Agenda Summary Report in Certain, showing per-agenda-item quantities and drill-down options.
• Reports FAQ - Report Subtotals
  Instructions on displaying subtotals in reports, including formats, grouping options, and per-field subtotals.
• Reports FAQ - All Registrations by Status Report
  The standard summary report All Registrations By Status shows the number of complete and incomplete registrations for an event, grouped by their regis...
• Reports FAQ - Completed Registrations by Answer Report
  Overview of the Completed Registrations by Answer Report, including how totals are calculated and how to view registrations by clicking numbers.
• Administration Overview
  Overview of administration settings for Administrators, including Account, Sub-Accounts, Users, Display, and Account Usage.
• Review Sessions (Reviewer Portal)
  Help article describing the Reviewer Portal for reviewing sessions and managing review fields.
• Reviewer Portal
  Guidance on enabling and configuring the Reviewer Portal in events, including required modules and layout settings.
• Import (Travel)
  Documentation for importing travel data via CSV files in the Certain platform, including Flights, Flight Inventory, and attendee flight reservations.
• 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 of the events in the current account and all of its sub-accounts, grouped by the payment type and date p...
• Support or Helpdesk Hours and Contact Information
  Details on support hours, urgent assistance, and the helpdesk email for Certain platform.
• Allowlist IPs for Support Emails
  Instructions to allowlist the IP address range to ensure support emails are received, including IP range and subnet.
• 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.
• Importing Registrations
  Instructions for importing and updating Registrations in Certain using key fields and tab-delimited files.
• 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.
• Add To Calendar Updates
  Upcoming changes to the Add to Calendar feature, integrating AddEvent and modifying display settings at account and event levels.
• 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.
• Pay.gov - Response 4054
  Explanation of Pay.gov Response 4054 data validation error and steps to fix.
• 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.
• Custom Display Fields
  Instructions to create and use account-level display fields to configure event displays.
• 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.
• Partial Payments with Additional Registrations
  Guidance on managing partial payments for additional registrations in a form workflow.
• Changing the Currency Used in an Event
  Information about changing the currency used for an event by updating the payment processor.
• Sending Confirmation Emails When Allowing Partial Payments on a Form
  Instructions for sending confirmation emails to registrants with partial payments by creating a partial payment email template and a logic rule.
• 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.
• Using Google Analytics to Track Events in Certain
  Guide to configuring Google Analytics tracking in Certain by adding Tracking IDs to events, forms, mobile app, and speaker portal.
• 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.
• 2025 Fall Release #4 (8.3.40)
  Release notes for 2025 Fall Release #4 (8.3.40) describing enhancements and bug fixes.
• 2025 Fall Release #3 (8.3.39)
  Release notes for the 2025 Fall Release #3 (8.3.39), including enhancements and bug fixes for the Certain platform.
• 2025 Fall Release #2 (8.3.38)
  Release notes for 2025 Fall Release #2 (8.3.38) detailing bug fixes across blocks, forms, attendees, payments, and reporting.
• 2025 Fall Release #1 (8.3.37)
  Release notes for the 2025 Fall Release #1 (8.3.37), detailing bug fixes for Agenda Display Options, Registration, and Session Import.
• 2025 Summer Release #6 (8.3.36)
  Release notes for 2025 Summer Release #6 (8.3.36) covering bug fixes across agenda items, assets, badges, display rules, event copy, registrations, pr...
• 2025 Summer Release #5 (8.3.35)
  Release notes for 2025 Summer Release #5 (8.3.35), including bug fixes for Forms Inline Additional Registrations, Speaker Email Templates, and Reviewe...
• 2025 Summer Release #4 (8.3.34)
  Release notes for 2025 Summer Release #4 (8.3.34) detailing bug fixes across agenda grouping, country list, email links, registrations data transfer, ...
• 2025 Summer Release #3 (8.3.33.1)
  Release notes for 2025 Summer Release #3 (8.3.33.1) in the Certain Help Center.
• 2025 Summer Release #1 (8.3.31)
  Release notes for 2025 Summer Release #1 (8.3.31), including bug fixes for agenda calendar items, admin tooltips, payment meta data through authorize....
• 2025 Spring Release #7 (8.3.30)
  Release notes for the 2025 Spring Release #7 (8.3.30) covering enhancements and bug fixes.
• 2025 Spring Release #5 (8.3.28)
  Release notes for the 2025 Spring Release #5 (8.3.28), including enhancements, bugs, and SSO improvements.
• 2025 Spring Release #1 (8.3.24)
  Release notes for 2025 Spring Release #1 (8.3.24), detailing enhancements, bug fixes, and new features such as Admin-Side Save Buttons, Display Rules ...
• Build and Manage an Event - Step 10
  Step 10 describes post-event tasks to clean up data and assess event success.
• Build and Manage an Event - Step 8
  Instructions to go live with an event in Certain, including updating status, managing registrations, and testing.
• Build and Manage an Event - Step 9
  Guidance for planning and creating reports after registrations in the Certain event platform.
• Build and Manage an Event - Step 7
  Step 7 provides a pre-registration readiness checklist for getting ready to accept registrations for your event.
• Build and Manage an Event - Step 4
  Step 4 explains adding options via agenda, accommodations, payments, logic, registrations, and custom HTML to event registration forms.
• Build and Manage an Event - Step 6
  Step 6 describes creating marketing elements for an event, including links, websites, and email templates.
• Build and Manage an Event - Step 2
  Step 2 details for filling in basic event details, including Title, Unique Code, Location, and Options.
• Content
• Build and Manage an Event - Step 5
  Step 5 in the guide to customize the look and feel of an event using Certain display options.
• 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.
• How to edit the default error message in the event
  Documentation on customizing default error messages for event forms, including sections for required fields, agenda items, and session timeouts.
• How to add an Event
  Instructions for creating a new event in the Certain platform, including login, template options, required event fields, and saving.
• 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.
• Reports FAQ - Printing and Exporting Reports
  Overview of formats for delivering reports including HTML, PDF, Excel, CSV, and TXT.
• Profiles FAQ - Exporting Profiles
  Instructions for exporting profile records from the Report Results window after querying profiles.
• Profiles FAQ - Inviting or Registering Profiles
  Instructions for inviting or registering profiles for an event in the Certain Help Center.
• Profiles FAQ - Searching Profiles
  Guidance on searching for profiles using standard and advanced filters.
• Profiles FAQ
  FAQ about managing profiles in the Certain Help Center, including search, add/update, invite/register, export, history, and removing PII.
• Copy an Existing Report
  Instructions to duplicate an existing report using the Report Copy Wizard in the Reports/Analyze page.
• Certain 7.1.5 Release Notes
  Release notes for Certain 7.1.5 detailing enhancements and bug fixes across 2.0 API, accessibility, admin interface, display, forms, roles, speaker an...
• 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 speaker/session manage...
• Certain 7.1.3 Release Notes
  Release notes for the Certain platform version 7.1.3, detailing enhancements and bug fixes released in November 2020.
• Certain 7.1.2 Release Notes
  Release notes for Certain 7.1.2, including 7.1.1, released in October 2020.
• Certain 7.0.7 Release Notes
  Release notes for Certain 7.0.7 detailing bug fixes across multiple components.
• Certain 7.1 Release Notes
  Release notes for Certain 7.1 detailing new features and updates across Certain Digital/Signal, webinars, Touchpoint, API, reporting, and security.
• Certain 7.0.5 Release Notes
  Release notes for Certain 7.0.5 covering enhancements and bug fixes across Badging, API, Events, Sessions, Reporting, and more.
• Certain 7.0.6 Release Notes
  Release notes for Certain platform version 7.0.6 detailing enhancements and bug fixes.
• Certain 7.0.4 Release Notes
  Release notes for Certain 7.0.4, detailing enhancements and bug fixes.
• Certain 7.0.1 Release Notes
  Release notes detailing enhancements and bug fixes for Certain 7.0.1.
• Certain 7.0 Release Notes
  Overview of the Certain 7.0 release notes, including accessibility updates, Digital Events enhancements, and enterprise features.
• Previous Release Notes (Links)
  Index of previous release notes for the Certain platform, grouped by major version.
• Labels for Registration Assistance Link
  You can customize the message shown to attendees when they click the registration assistance link. HTML tags are supported in the text.
• Agenda Item Error Messages
  You can customize error messages related to agenda items.
• Required Fields Messages
  List of labels and default values for required field validation messages in forms.
• Product Request
  Help article detailing how to request features for a Platform Account.
• Event FAQ
  FAQs for managing events in the Certain Help Center.
• Registration Header
  Overview of the Registration Header used on admin-side Registration pages, including Balance Due and multiple registrations.
• Getting Started with Certain
  Overview of the Getting Started guide for Certain Platform in the Help Center.
• .CSV File Format
  Explanation of the CSV file format, encoding requirements, and character sets for CSV imports.
• Administering Certain
  Overview of account-level settings and administrator capabilities in Certain.
• Reports FAQ - Using the Reports Page
  FAQ about using the Reports page in the Certain platform, including filtering, editing, and creating reports.
• Financials (Attendee)
  Overview of attendee financials in Certain's event platform, including purchases, payments, refunds, invoices, and reporting.
• Session Information, Attendee (in Speaker and Session Management)
  Guide to viewing and managing an attendee's sessions within Speaker and Session Management, including assignment, status changes, and filtering.
• Custom Question Information (Attendee Answers)
  Guidance on viewing and editing attendee responses to custom registration questions and related notes.
• Registrations FAQ - Modifying Registration Details
  Instructions for modifying details on a single registration in the Certain platform, detailing how to access and edit registration sections.
• Registrations FAQ - Locating a Registration
  Help article outlining how to locate a registration in Certain using the Event Dashboard, queries, and reports.
• Registrations FAQ - Creating Registrations
  Overview of three methods for entering registration information into an event database: manual entry, bulk import, and online registration forms.
• Basic Navigation Within Certain
  Overview of basic navigation within the Certain platform, including user feedback and related articles.
• How to Mark an Event as Favorite
  Steps to mark an event as favorite in the Event's Dashboard by clicking the star icon on the right side.
• About Google Analytics Tracking IDs
  Guide to obtaining and using Google Analytics Tracking IDs with Certain
• Registration - Automatic Event Waitlisting
  Overview of Automatic Event Waitlisting: automatically waitlists registrants when capacity is full and registers them when spaces open.
• Update Full Capacity/Inventory Messages
  Instructions to update messages for full inventory items or when capacity is reached for Sessions and Agenda Items.
• Forms FAQ - Changing the Order of Items on a Form
  Instructions for configuring the order of sections and items on a form, including page layout and encryption rules.
• Forms FAQ - Creating a New Form
  Instructions to create a new registration form in the Certain platform, including how to start, save, configure, and copy forms.
• Forms FAQ - Editing Forms
  Instructions for editing a form in the Certain platform, including navigation and preview tips.
• Forms FAQ - Previewing a Form
  Explains how to preview a form in the Certain Forms module with split-screen edit mode and preview–edit toggling.
• Forms FAQ
  FAQ covering common tasks for managing forms in the Certain Help Center.
• Appointment Preferences (Attendee Form)
  Documentation on configuring the Appointment Preferences section for attendee forms, including setup steps, section options, and how registrants inter...
• Inline Additional Registrations
  Summer Release #3 introduces a grid-based inline registrations feature for adding multiple attendees on a single form page.
• Setting Up Digital Sessions
  Guidance for configuring digital events and sessions with Zoom or ON24 via Certain Signal.
• Digital Events: Using Certain Signal with ON24
  Guidance for configuring Certain Signal with ON24 to manage Digital Events.
• Setting Up a Digital Event
  Guidance on configuring digital events with Zoom or ON24 and Certain Signal, including prerequisites and step-by-step setup.
• Digital Events: Using Certain Signal with Zoom
  Detailed setup steps for integrating Certain Signal with Zoom for digital events.
• Digital Events: Overview
  Outline for setting up digital events in Certain, including prerequisites, steps, and integrations with Zoom and ON24.
• Build and Manage an Event - Step 3
  Step-by-step guidance to create and customize registration forms in the Certain platform.
• General FAQ - Integration Link Examples
  Instructions and examples for creating web integration links, including SSO and Passkey Step Mode, and registration links.
• General FAQ - Using the Travel Module
  Overview of the Travel Module for collecting travel information and activating its features in events.
• General FAQ - About Spam Filtering
  Explanation of how spam filtering affects email from Certain and how the From and Reply-To addresses influence delivery.
• General FAQ - Using the HTML Editor
  Overview and usage instructions for the HTML Editor in Certain's Help Center.
• General FAQ - Sending Emails
  Overview of when the system sends emails and how to compose and send emails to groups or individuals.
• General FAQ - Using Username (PIN) Fields
  Definition and behavior of usernames and PINs, including creation and structure for attendee profiles.
• General FAQ - Managing Room Sharing and Roommate Matching
  General FAQ describing how to manage room sharing and roommate matching (RSRM) in the Certain platform.
• General FAQ - Activating Agenda Item Waitlist on Forms
  FAQ about activating waitlists for specific agenda items on registration forms.
• Reports FAQ - Registrations to Review
  Overview of the Registrations to Review report, including categories and how to use the report.
• Reports FAQ - Report Results Window
  Instructions for using the Report Results window in the Certain platform, including Action Bar, filtering, sorting, and row controls.
• Global Navigation Icons
  Overview of the global navigation bar in Certain, including Support bot, Recent Items, Favorites, and Help and Support options.
• Suppliers (List)
  Overview of the Suppliers (List) page in the Certain Help Center, including how to find, add, edit, filter, and view suppliers.
• Event List (from Login)
  Overview of the Event List page in Certain Platform, including filtering, exporting, and navigation features.
• My User Information
  Instructions for updating your basic user information and password in the Certain Help Center.
• Create a Website (at account-level)
  Instructions to create and manage account-level websites in Certain, including details on website details, web pages, security settings, and previewin...
• Reports FAQ - Working with the Report Results Window
  FAQ about using the Report Results window, including the Action Bar, filtering, exporting, and row controls.
• Reports FAQ - Report Setup (Event Reports)
  Instructions to create or edit custom reports in an event, with details on report types, tokenization, visibility, and access.
• Refunds FAQ - How to Process Refunds
  Guidance on processing refunds for fee-based events, including SCAR steps and balance requirements.
• Using Event Templates
  Overview of Event Templates in Certain, including grid and tabular views, editing templates, permissions, best practices, and creating events from tem...
• Copy Event (Wizard)
  Instructions for copying an existing event using the Copy Event wizard in the Certain platform.
• Event List (Reports-Only Users)
  For 'Reports Only' users — accessed automatically after logging in; explains how to view and run event reports assigned to your role.
• Event List
  Overview of the Event List in Certain Platform's Help Center, including filters, columns, and event management.
• Promo Codes
  Instructions for creating and managing promo codes in a Certain event planning platform.
• Flights
  Overview of managing flights for events within the Travel Packages module.
• Custom HTML (Registration Form)
  Instructions for using Custom HTML sections in registration forms, including adding, editing, and copying sections.
• Packages
  Help article detailing the Packages feature in Certain's Event module, including setup, usage, and reporting.
• Logic Rules (Attendee Form)
  Documentation on Logic Rules for the Attendee Form, including definitions, rule details, conditions, actions, and package logic.
• Additional Registrations (Attendee Form)
  Documentation for configuring and using additional registrations on a single order form, including form setup, data transfer from primary registration...
• Travel Attendee Form
  Documentation for Travel Attendee Form sections and configuration in the Certain Help Center.
• Groups (Attendee Form)
  Documentation for configuring Groups in the Attendee Form, including availability, section headers, and field display options.
• Registration Confirmations
  Guide to creating a custom registration confirmation for events, including text fields, barcode inclusion, and section headers.
• Payment Options (Registration Form)
  Configuration options for the Payment page on a registration form in Certain.
• Promo Codes (Attendee Form)
  Details on configuring promo codes for attendee forms, including setup, display options, error messages, and form sequencing.
• Session Display Options (Registration Form)
  Configuration options for Session Display Options in the Registration Form, including search, filters, button labels, display formats, My Sessions, an...
• Sessions (Attendee Form)
  Documentation for configuring and using the Sessions (Attendee Form) in Certain's event planning platform.
• Agenda Section Details (Registration Form)
  Help Center article describing how to configure agenda sections within a registration form, including headers, grouping, fields, and display condition...
• Agenda Display Options (Registration Form)
  Documentation on configuring Personal Agenda, Agenda, and Agenda Guest List for the Registration Form.
• Agenda (Registration Form)
  Details on configuring agenda sections in registration forms, including limits, prerequisites, formats, and display options.
• Questions Section Details (Registration Form)
  Instructions for adding and configuring a Questions section in a registration form within the Certain platform.
• Content
• Enable Forgot Password
  Instructions for enabling the Forgot Password options in the Entry form, including default text values and error messages.
• SSO (Single Sign-On) Configuration and Use
  Overview of configuring and using Single Sign-On in Certain for admins, attendees, and check-in.
• SSO Configuration
  Administrator-only page to configure Single Sign-On connections for events in Certain.
• Using Forgot Password in Forms Guide
  Step-by-step instructions to enable and use the Forgot Password feature in Certain forms.
• Registrant Details (Attendee Form)
  Help article describing the Registrant Details section of the registration form, including header configuration, field selection, and options for atte...
• Form Setup (Attendee/Registration Form)
  Documentation for configuring attendee/registration forms in the Certain Help Center, covering sections, setup information, layout, navigation, and ad...
• Copy Registration Form
  Instructions to copy an existing registration form from the Forms List in Certain's Help Center.
• Travel Information (Event Setup)
  Documentation for configuring travel-related information in the Travel Module within the Event Setup of Certain's platform.
• Agenda Items: Advanced (Custom Questions)
  Legacy feature to attach custom questions to agenda items in event registrations; guidance and cautions.
• Extended Display
  Extended Display options to customize the look and feel of event forms, websites, and emails.
• Site Setup (Event Website)
  Guidance for configuring one or more event websites, including page setup, display settings, and analytics.
• Primary Display
  Overview of Primary Display configuration for event forms and websites, including colors, fonts, header/footer, and display options.
• Assets
  Manage event and account assets, such as images, scripts, style sheets and other miscellaneous files.
• Event Display Fields
  Instructions to add and edit custom Event Display Fields for use in events, including Primary and Extended Display and Dynamic Data Fields.
• Questions
  The Questions page explains how to create and configure custom questions for registration forms and related areas in Certain.
• Merchandise (Agenda Items)
  Guide to managing Merchandise items for an event, including the Item List, Custom Merchandise Types, and Groups & Classifications.
• Fees & Discounts (Agenda Items)
  Overview of fees, discounts, taxes, and custom types for agenda items, with item management and best practices.
• Custom Statuses
  List and manage custom registration statuses for an event, including standard statuses, registration status details, and management steps.
• Notification Setup
  Configure email notifications to alert recipients when capacities reach defined thresholds for attendees, items, and events.
• PDF Document
• Contacts
  Instructions for managing Contacts and associated contact details used in event registrations within the Certain Help Center.
• Event Details (or "Add Event")
  Guide to entering basic information for events in Certain, including event name, code, dates, time zone, status, webinar, location, and roles.
• Reviewers
  Guide to managing reviewers in Speaker and Session Management within Certain.
• Session Layout (in Speaker and Session Management)
  Guidance for configuring Simple and Conference Session layouts in Speaker and Session Management.
• Speakers (in Speaker and Session Management)
  Guidance for adding, editing, importing, and managing speakers in the Speaker and Session Management module.
• Report List
  Overview of the event-level Report List, including running, copying, adding, filtering, and creating reports in the Reports/Analyze module.
• Setup Dashboard
  Overview of the Setup Dashboard in the Certain Help Center for event planning.
• Registration History (Attendee)
  Help center article describing how to view and add items to the registration history for an attendee.
• Profile History
  Help center article describing Profile History, which tracks changes to attendee profiles and emails outside events.
• 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.
• 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 platform.
• Email a group of registrations
  Instructions to send an email to multiple registrations using a template, with optional attachments and itinerary.
• Printable Confirmations (Event-Level)
  Instructions for creating and printing event-level printable confirmation templates, including header content, barcodes, and notes.
• Speaker Email Templates
  Help article describing how to manage speaker email templates, including creation, editing, fields, and attachments.
• 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.
• Email Templates
  Overview of email template creation, editing, scheduling, and attachments for event communications in the Certain platform.
• Travel Information (Attendee)
  Overview of the Travel Information page for attendees, including travel preferences, traveler information, flights, and individual flight details.
• Email (Attendee)
  Instructions for sending emails to registrants from the Attendee email feature in Certain Event Management.
• Agenda (Attendee)
  Guidance on managing attendee agendas for registrations in Certain, including headers, personal agenda, item information, and guest lists.
• Attendee Overview
  Overview of the Attendee Overview page in Certain Help Center, including printing, favorites, and attendee data sections.
• Query (Find) Registrations
  The Query Registrations page enables quick, detailed searches to locate registrants with configurable filters, columns, and actions.
• Attendee Profile
  Attendee Profile page contains attendee contact information and basic registration data, including Attendee Type and Status.
• Import/Update Registrations
  Guidance to import and update registrations in Certain events, including preparing data, uploading, mapping, and confirming import.
• Import Registration Agenda
  Guide to assigning, updating, and canceling non-fee-based agenda items for registrations using the Registrations Import page.
• Import Registration Session Instances
  Guidance for importing and managing registration session instances via the Registrations Import wizard.
• Import Registration Data
  Instructions to import registrations, registration agenda items, or registration session instances into the event registrations database.
• Completed Registrations by Attendee Type
  Summary report of complete registrations grouped by attendee type on the Event Dashboard, including bar chart, pie chart, and report table.
• Event Dashboard
  Overview of the Event Dashboard in Certain's platform, including both Setup and Registration Dashboards and available actions.
• 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.
• Kiosk Configuration
  Instructions for configuring Kiosk survey questions and custom messages in the Certain Kiosk app.
• 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.
• Check-In: Question Configuration
  Guidance on configuring custom profile and registration questions for the Check-In feature in Certain.
• Profile Overview
  Overview of a person's Profile record, including contact data, external IDs, event registrations, and history.
• Search Profiles
  The Profiles page enables detailed searches of the profiles database for the current account and allows editing a selected record.
• Profile List
  This page lists the profiles in the current account and explains how to add, find, import, and edit profiles.
• Printable Confirmations (Account-Level Templates)
  Instructions for creating and editing account-level printable confirmation templates in Certain's Help Center.
• Account Invoices
  Help article detailing account-level invoice templates and settings for Administrators.
• Financial
  Section detailing financial (invoice) settings for the current account, including organization name, tax information, invoice numbering, and tax code ...
• Data Extraction Guide
  Guide to extracting historic profile, registration, and event data from Certain using custom reports.
• GDPR Data Subject Requests Guide
  Guide to responding to GDPR Data Subject Requests (DSRs) in Certain platform.
• User Information
  Help center article describing how to manage users, profiles, roles, and history in Certain.
• Account Usage
  Administrators can generate activity reports on account usage, including events, registrations, imports, and test registrations, with export options.
• Sub-Accounts
  Information about creating and managing sub-accounts in Certain's Help Center.
• Account Report List
  Account Reports, System Reports, and Role-Based Reports listed with actions to preview, edit, delete, favorite, copy, and filter.
• Tags
  Guide on adding, listing, importing, and exporting tags for accounts and sub-accounts.
• Role Details
  Overview of role-based access control in Certain, including Roles, Permissions Level, User Types, and assignments of users and reports.
• Content Blocks (At Account Level)
  Guide to creating and managing account-level HTML content blocks in Certain's platform.
• API Fetch - Eloqua step by step configuration
  Step-by-step guide to configure API Fetch with Eloqua for ingesting Eloqua contacts as Certain registrations.
• API Fetch walkthrough
  Step-by-step guide to configuring API Fetch for Eloqua data in Certain Platform.
• API Fetch FAQs
  FAQ about API Fetch including its purpose, add-on status, access, and use cases.
• Signal Integration with Advanced Webhooks Guide
  Guide to integrating Certain Signal with external apps using Advanced Webhooks, including tags, connections, and flows.
• Signal Integration with Eloqua Guide
  Guidance for integrating Certain Signal with Eloqua, including prerequisites, tagging, connections, flows, mappings, and dashboards.
• Signal Integration with Webhooks Guide
  Guide to integrating Certain Signal with external apps via Webhooks, including setup, tags, connections, flows, mappings, and troubleshooting.
• Account Settings
  Help center article detailing account settings sections for All Users and Administrators, including management areas, roles, reports, and integrations...
• Data Format
  Administrator-configurable text reformatting settings for event registration fields.
• Custom Profile Data
  Guidance on profile data, custom questions, default fields, and imports for registration in Certain.
• 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.
• Agenda
  Overview of agenda categories and how to manage scheduled items, fees, merchandise, and other agenda items in the event planning system.
• 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
• Vulnerability Report
  A form to report vulnerabilities related to Certain events platform.
• Request a Touchpoint Ignite Demo
  Form to request a Touchpoint Ignite Demo for event management.
• Certain Product Support
  Overview of Certain Product Support services, hours, escalation, and maintenance policies.
• Seamless Event Payments with Certain + Stripe
  Certain's Stripe integration enables online and in-person event payments with 100+ payment methods, 135+ currencies, fraud protection, and localized p...
• 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...
• Turn Event Data into Real-Time Revenue Acceleration
  Certain Signal orchestrates event data flows between event management systems and your mar-tech stack to turn event interactions into curated buying s...
• 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.
• Security, Compliance, and Enterprise Scale for Global Event Programs
  Security controls, verified compliance, and privacy-first practices for Certain's enterprise event platform.
• 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 Touchpoint Ignite Event App
  Tour page for the Touchpoint Ignite Event App with feature highlights and a CTA.
• Take a Tour of the Certain Solution
  A product-tour page for Certain Solution with instructions to use the NEXT button and a webinar promotion.
• Take a Tour of the Certain Event Platform
  Overview of the Certain Event Platform tour, featuring key benefits and a CTA to contact for outcomes.
• Take a Tour of Event Advisor
  Tour page for Event Advisor, showcasing AI-powered recommendations and key benefits, with a Start action to view the tour and a Contact Us CTA.
• Our Customers Tell The Best Stories
  Customer stories about how leading brands use Certain’s event management platform.
• 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...
• What’s Next in Event Intelligence
  A whitepaper exploring AI's potential in the event industry, including AI’s impact on trends, the role of event data, AI’s reciprocal role in data col...
• Ultimate Guide to Event Success
  From conceptualizing and strategizing your event to managing budgets, engaging attendees, and measuring impact, the Ultimate Guide to Event Success wi...
• The Ultimate Guide to Event Buying Signals
  A guide on how AI-powered buying signals help marketers build meaningful connections and drive B2B event success.
• 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 Engagement Signals into Pipeline
  Video-on-demand page introducing Certain's event management solutions to turn engagement signals into pipeline.
• 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.
• The Ultimate AI Tech Stack for Event ROI
  A resource describing an AI-powered tech stack for event ROI and related tools from Certain.
• The Top 10 Best Event Management Software Features
  An infographic detailing ten essential features for top event management software and related resources.
• The Event Marketing Playbook: Mobile Strategy
  To get to the next level of attendee engagement and event data collection, you’ll want to offer an event mobile app. But first, a strategy for mobile ...
• 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.
• Scaling Event Intelligence for Business Success
  Whitepaper on scaling event intelligence to measure ROI across the total event program.
• Redefining the Event Landscape in the Enterprise World
  In Part 1 of the Enterprise Events series, we explore the evolving role of events as strategic tools that drive business growth, foster innovation, an...
• Real-Time Marketing Guide
  A downloadable guide about the intersection of real-time marketing automation and event management technology.
• Igniting Event Experiences with Touchpoint Ignite
  On-demand webinar about unlocking buyer intent through event data 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.
• Event Personalization at Scale
  Video On Demand resource featuring event personalization at scale and related event management technology solutions.
• Your Events are Talking, Are You Listening?
  Overview of Certain's on-demand event management solutions including video on demand, attendee engagement, and analytics.
• Measuring Event Success Across the Funnel
  Infographic about evaluating event impact across the funnel and aligning event goals with business outcomes.
• 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 Powerful Impact of In-Person Experiences on Event ROI
  An enterprise events guide exploring the ROI of in-person experiences, from a C-Suite perspective in Part 3 of the Enterprise Events series.
• The Hybrid Event Strategy Playbook
  Download the ebook to learn how a hybrid event strategy blends in-person and digital experiences.
• 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 to Accelerate Revenue with Intelligent Events
  Guide describing how to accelerate revenue by leveraging intelligent events and Certain's event management technology solutions.
• 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,...
• How Grand Connections Scaled Events with Certain
  Overview of Certain's Grand Connections event management and related resources.
• Getting the C-Suite on Board with Your Events Strategy
  Guide explaining how to secure C-suite buy-in for events through data, technology, and strategy.
• Gathering Attendee Feedback – Beyond the Event Experience
  Learn how to harness the power of event data to unlock buyer intent and identify important buying signals in this on-demand webinar.
• The Future of Events: ABM Strategy
  Guide about ABM strategy for events with a downloadable whitepaper.
• From Signals to Sales: Activating Intent Data from Events
  Video on demand webinar transcript about activating intent data from events.
• Events as a Strategic Lever in B2B Marketing
  Guide explaining how events serve as a strategic lever in B2B marketing, covering planning, execution, measurement, and future trends.
• Event Strategies to Accelerate the Buyer Journey with Deep Insights
  A guide describing strategies and best practices for leveraging AI and EI to enhance buyer engagement at events.
• The Event Marketing Playbook: Metrics & Data Strategy
  Data-driven guide on tracking event marketing metrics to uncover hidden demand and potential pipeline.
• The Event Marketing Playbook: Engagement Strategy
  A guide of best practices for engaging B2B events to streamline execution and improve results.
• The Event Marketing Playbook: ABM Strategy
  Guide to optimizing events for account-based marketing (ABM) programs with aligned sales and marketing and additional strategy coverage.
• Event Management Overview
  Overview of Certain's Event Management technology solutions, including Manage Events, Engage Attendees, and Event Intelligence, plus related resources...
• The Event Intelligence Playbook
  A guide on ROI for event marketing and how to leverage event data with Certain's platform.
• 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.
• The Event Engagement Data Playbook
  How to Drive, Capture and Act on Attendee Engagement Data for Your Virtual, Hybrid and In-Person Events.
• Event Data Strategy Best Practices
  Guidance on collecting and using attendee data to personalize engagement and achieve measurable outcomes.
• Ultimate Guide to Event Data Orchestration
  Event data drives business outcomes by empowering marketers to make informed decisions. This guide explains how to orchestrate event data into actiona...
• Event Automation for Data-Driven Marketers & Event Professionals
  Infographic detailing event automation and Certain's event management technology solutions for marketers and event professionals.
• Elevating Event Experiences with Deep Audience Insights
  A guide offering tips and best practices to drive, capture, and act on attendee engagement data generated from events to connect events to measurable ...
• 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.
• 7 Seriously Simple Steps to Convert More Event Leads
  The Marketer’s Cheat Sheet to Using Event Data for Better Lead Scoring & Nurturing.
• 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.
• Certain Event Advisor Webinar & Demo
  On-demand video detailing Certain's Event Advisor and its event management solutions.
• 4 Steps to Better Understand Your Audience
  Infographic explaining how to understand audience data from events and how to act using technology.
• Digital + In-Person Strategies = Greater Return for Businesses
  A guide showing how digital and in-person event strategies drive greater business return, with Certain's event management solutions.
• From Attendee to Advocate: Mastering Buyer Engagement at Events with AI & Event ...
  An eBook explaining how AI and event intelligence transform attendee engagement and how to measure impact beyond vanity metrics.
• 2024 AI Trends for Event Management
  Overview of how Artificial Intelligence (AI) is transforming the event industry. The guide covers predictive analytics, planning precision, and person...
• 3 Ways AI-Powered Session Recommendations Can Help Elevate Your Events
  Video on demand content about AI-powered session recommendations for events.
• 3 Proven Ways to Turn Event Leads into Revenue – Fast
  Video on demand resource detailing three proven ways to turn event leads into revenue quickly.
• Event Marketing and Management Learning Center
  Overview of learning resources for event marketing and management, including guides, infographics, videos, webinars, and whitepapers.
• Event Marketing and Management Learning Center
  A resource hub for event marketing and event management, featuring Video On Demand and various resource formats.
• End Networking Roulette: Let Next-Gen AI Do the Matching. See How in Our Upcomin...
  Infographic resources for event marketing and management, featuring topics from software features to AI prompts and ROI.
• Request a Certain Demo
  Form to request a demonstration of Certain event management solutions.
• Operational Reporting and Strategic Event Intelligence Together
  Overview of Certain's reporting and intelligence capabilities for event programs, including application-level reporting, curated datamart, and insight...
• Gather Digital Has Become Certain Touchpoint
  Announcement that Gather Digital rebrands as Certain Touchpoint and continues to offer a mobile event app.
• Transaction Pricing Policy
  Policy detailing how transactions are calculated and how overages are invoiced for Certain Platform.
• Select the Ideal Package for Your Team
  Pricing for Touchpoint Ignite, Certain Pro, and Certain Enterprise plans with features and inclusions.
• Thomson Reuters Wins Big at the Stevie’s — Certain Proud to Power Their Success
  Certain congratulates Thomson Reuters on Stevie Awards wins and highlights the role of AI-powered event technology in driving engagement and business ...
• 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 Event Advisor, an AI Product That Generates Personalized Recomm...
  Certain launches Event Advisor, an AI-native product delivering personalized attendee recommendations and real-time buying signals.
• Certain Launches API Fetch: A Revolutionary Event Data Syncing Solution
  Certain 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 Integrates Stripe to Expand Global Payment Flexibility and Real-Time Rev...
  Certain announces an expanded Stripe payments integration to support 100+ methods and real-time revenue insights for online and in-person events.
• 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.
• Stripe | Partner
  Certain’s Stripe integration enables fast, familiar payments for registration, paid sessions, and add-ons, backed by Stripe’s secure global infrastruc...
• Samantha Smith Productions | Partner
  We transform your vision and information into meaningful content that creates memorable experiences and engages your audience.
• Registr8 | Partner
  Registr8 is a boutique registration management company offering collaborative event management and registration websites with data capture, backed by ...
• 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.
• metroConnections | Partner
  metroConnections is your single source for creating and managing the entire event experience from conferences and meetings to stage productions and tr...
• Meetingselect | Partner
  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...
• Hartmann Studios | Partner
  Hartmann Studios delivers world-class events and experiential marketing solutions through an in-house team of experts.
• 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...
• EventOPS | Partner
  EventOPS is an Event Resource Management system designed for scaled event teams to streamline requesting, budgeting for, and operating events.
• 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...
• A-Plus Meetings | Partner
  Partner page for A-Plus Meetings & Incentives, a certified woman-owned meeting company serving Fortune 500 clients with high-touch meetings and incent...
• Your headquarters for event success
  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, partner ecosystem, and data-driven insights for customers.
• 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.
• Request a Demo of Certain Event Advisor
  A page to request a live demonstration of Certain Event Advisor.
• 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.
• How Grand Connection Scaled Events with Certain’s Smart Event Technology
  Grand Connection scaled events with Certain’s Smart Event Technology using automation to improve efficiency, engagement, and ROI.
• Connect with our Awesome Sales Team
  Form to contact Certain Sales and department contact options to reach support and billing.
• Let's Connect
  Contact page for Certain featuring a form to collect personal and event information and contact details for support and billing.
• Request a Demo of Certain Buying Signals
  Form to request a demo of Certain Buying Signals, including fields for first name, last name, company, and work email.
• 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.
• From Signals to Sales: How to Turn Event Engagement into Revenue
  Recap of a Certain webinar on activating event-intent data to drive revenue.
• 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.
• Events Create Moments. Signals Turn Them Into Revenue.
  Blog post explaining how buying signals and signal-aware strategies turn event experiences into revenue using AI-powered insights.
• How to Turn Your Audiences Into Customers Using AI
  Overview of using AI to personalize event marketing and convert attendees into customers.
• Streamlining Event Data Analysis to Maximize Event Success
  Forrester data shows many marketers struggle to leverage event data; this article explains how AI-driven event intelligence streamlines data and enhan...
• 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.
• Stop Asking Boring Event Questions
  Blog post about an AI-powered Question Generator for smarter event surveys and attendee 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.
• Real-Time Signal Delivery: When Speed Meets Context, Revenue Teams Win
  Explains real-time delivery of event signals to revenue teams and the importance of speed and context in event data.
• Prioritizing your Event Data Security
  Overview of data security importance for event data, US privacy laws, and best practices for safeguarding attendee information.
• Orchestrate at Scale: Events Become Your #1 Growth Channel With Seamless Data Ex...
  Explains real-time event signal orchestration across Marketing, Sales, and Customer Success for enterprise growth.
• 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.
• Introducing Event Advisor: How AI Is Transforming Event Personalization
  AI-powered recommendations for events personalize attendee journeys and drive engagement, as introduced with Event Advisor.
• Infographic: Measuring Event Success Across the Funnel
  Guidance on evaluating event impact and measuring funnel performance for B2B marketers.
• 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.
• The Future of Events Is AI-Powered — Are You Ready?
  AI-powered event management delivers real-time insights, personalized attendee experiences, and smarter planning for marketers.
• From Engagement to Revenue: Activating Event Buying Signals
  A blog post describing how to activate event buying signals to drive revenue from events.
• Mastering Buyer Engagement at Events
  Guide on turning attendees into advocates using AI-powered event insights to optimize buyer engagement.
• The Three-Pillar Framework for Turning Event Data Into Revenue Intelligence
  Overview of capturing buying signals, delivering signals in real time, and orchestrating data at scale to convert event data into revenue.
• Architecting Events for ROI: The Fastest Path to Buyers
  A guide on using events to identify buyers and accelerate ROI with signals throughout the event lifecycle.
• Events are the Tried-and-True GTM Channel for B2B Companies in 2026
  Explains why events are a core GTM channel for B2B in 2026 and how to implement a repeatable event-driven strategy.
• 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...
• Dreamforce 2025 Decoded: Turn Your Next Event into a Revenue Engine
  Seven principles to turn events into revenue, including theme, venue journey, engagement loops, AI, measurement, and cross-team alignment.
• Deep Dive into Event Intelligence: Capturing Event Buying Signals
  Explores how event buying signals are captured and analyzed to enable real-time revenue opportunities.
• Creating High-Impact Attendee Experiences with AI
  An article describing AI-powered personalization and Session Advisor AI to improve attendee experiences and revenue.
• Beyond Badge Scans: How Smart Sales Teams Extract Real Value from Events
  A detailed look at turning event badge scans into buying signals and real revenue through signal intelligence.
• The Impact of Deep Audience Insights on Event Success
  Explores how deep audience insights drive engagement and revenue, introducing Touchpoint Ignite AI-powered insights.
• AI-Powered Post-Event Follow-Ups: A Game-Changer for Event Marketers
  AI-powered automation enables real-time lead scoring and hyper-personalized post-event outreach to improve ROI.
• What to Look for in AI-powered Event Technology
  Overview of criteria for selecting AI-powered event technology, including transparency, prediction, ROI, conversion, real-time optimization, and ethic...
• Agentic AI: The Next Evolution in Event Technology
  Overview of Agentic AI and its impact on event planning, engagement, and data orchestration.
• 3 Ways to Spark Sales-Ready Conversations Post-Event
  Three strategies to convert event leads into sales-ready conversations using engagement data, AI-powered outreach, and insights.
• 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...
• 20 Event Formats Proven to Drive Engagement and Attendee Interaction
  A blog post outlining 20 event formats to boost engagement and attendee interaction, including learning, networking, technology, and experiential form...
• Event Planning and Management Blog
  A collection of blog posts about event planning and management from Certain.
• 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.