Account & Access Control

Tags can be added by an administrator to an account or sub-account. Tags track attendee interests by applying tags (and points) to agenda items and se...

General FAQ - Managing Profiles covers profile creation, profiles vs registrations, custom profile questions, profile record management, message sendi...

Session Mass Actions (in Speaker and Session Management) explains Mass Actions for updating Sessions fields, including Publish to Attendee Types and S...

Instructions for sessions in Speaker and Session Management, including session list views (SESSIONS, INSTANCES, SCHEDULER), search/filter options, and...

Search Profiles page instructions for Contact Filters and Date Filters, including Columns, Operator, Value, and Start Date/Time and End Date/Time for ...

Certain platform support article explaining Event List behavior, templates exclusions, filters, columns, exporting, and role-based alternative event l...

Assign tags to standard registration statuses by selecting one or more tags in the status field, using the tags configured in Account Settings > Manag...

Certain Signal: Salesforce Native Integration Guide. This guide explains how Certain Signal processes outbound event data and configures Connections, ...

Notification Setup explains how to configure email notifications based on capacity or inventory thresholds for attendee types, agenda items, events, r...

Guide to creating and managing groups for registration groups in events, including assignment and group details.

Create sub-accounts within an account hierarchy. Set Account Code, Support Rep, Parent Account, Customer ID Number, Active, and Copy Custom Account Da...

Administration Overview describes the Left Navigation Panel and sections for Account, Sub-Accounts, Users, and Display Header Options, including links...

Profiles Area Options explains what the Profiles area enables, including Find Profiles, Add Profiles, and Import Profiles, plus how Profiles and Regis...

A summary of all payments and refunds for all events in the current account and its sub-accounts, grouped by payment type and date processed.

This page shows the details of a person's Profile record. It explains About Profiles, Contact, Integration – External Ids, Event Registrations, and Hi...

The Groups page enables report data organization into summary groups for Printable HTML and Adobe Acrobat® PDF, with up to three grouping levels and o...

The Query Registrations page enables you to quickly find one or more registrants using detailed searches, including Filters, Standard Filters, and Dat...

Group Reports page under Groups. It explains when Group Reports are available and how to use the Group Summary Report, including search behavior and t...

Certain Support Center article describing the Group List for the Registration Groups module, including group setup, attendee assignment, agenda items,...

Touchpoint support article titled "Tagging Attendee* Statuses & Sessions - Required for Attendees" showing update timing, helpfulness feedback, relate...

A Profile contains contact and other information for individuals who have attended Events. Learn how to create Profiles, invite Profiles to an Event, ...

Guide for assigning tags to registration statuses in Certain. Includes an API 2.0 technical note about includeList=tags and lists standard registratio...

The Report Copy Wizard duplicates an existing report by guiding naming, description, group selection, and confirmation steps. It also explains behavio...

Step 9: Plan and Create Reports. Learn how to use summary reports, copy system reports, plan and test when creating custom reports, and use Groups and...

Search instructions for selecting Registrations, Profiles, Events, Forms, or Websites. The steps explain choosing a field and operator, entering a val...

Registration Groups – Quick Guide describes how to enable the Registration Groups sub-module (of the Event Module) via Configure > Options > Functiona...

Speaker and Session Management User Guide is an illustrated PDF that describes how to manage Sessions and Speakers in an event, and notes that the Spe...

Guide to using the Registration Groups sub-module in Certain, including enabling, setting up groups and attendee types, assigning group membership, us...

Learn how to add existing Profiles to a new Event as Registrations using Importing Registrations or Inviting Existing Profiles, including key field ma...

Instructions for modifying registration details using the left navigation links on the Registrations overview page, including Overview, Profile, Quest...

How Groups and Terms work in Certain Touchpoint. Learn selectable filter options, how to add Groups, add Terms, set Group Terms, and set Groups via sp...

The Performance Dashboard in Event Intelligence helps event teams review a single event’s registration and attendance success using the Single Event V...

Update Full Capacity/Inventory Messages by changing Sessions labels in Plan > Form > Session > Session Display Options > Add/Remove Button Labels and ...

Multiple Catalogs (Session and Speaker) can be created for a single event. The article explains where to find Catalog List, how Sync for Sessions and ...

Learn how to manage Account Settings > Administration > Sub-Accounts, including how Sub-Accounts are structured and how User Accounts select Sub-Accou...

Speakers created under master sessions are automatically assigned to session instances, while specific instance assignment uses the Speaker field insi...

Certain enables manual or bulk session creation via import for Standard or Conference Layouts. Conference Layout requires 2 imports. The article lists...

Certain's event management platform enables planning, delivering, and repeating in-person events with live support and Event Intelligence.

Fees can be added to Agenda Items, Attendee Types, and Sessions. The article explains how fee expiration works and how changing fee amounts affects re...

Scheduling Emails Guide for Certain Platform explains how to enable Scheduled Emails, configure Schedule Settings, define FILTERS, and review List of ...

General FAQ - Setting Up Accounts explains how accounts store databases, how Administrators and sub-accounts work, how planners plan account structure...

The Questions tab shows a profile’s answers to custom profile questions in the account, which the account administrator sets up in Setup > Registratio...

Profile Anonymization instructions for removing personally identifiable information (PII) from Profiles by selecting profile fields, replacement text,...

When a Certain User is created by an Administrator, the user must be assigned a user type. The page lists each user type and the access permissions, i...

Configure the My Profile form for a website event flow, including Profile Form Header content and collecting Profile Form Fields, plus Confirmation de...

Apple Development Account Signup Process and Apple Developer Portal Access steps for creating an App Store Connect user, including invite details and ...

Certain implemented security measures to protect Forms by masking passwords in email and reports, with two options: Use Certain's "Forgot Password" Fe...

Enable Forgot Password in Plan > Forms > Entry. Define Forgot Password Link, headers, placeholders, button text, sent messages, expiration and invalid...

Profiles FAQ page listing links for profile management tasks, including adding or updating profiles, inviting or registering profiles, exporting profi...

Allowlist the IP Range 3.209.202.128 - 3.209.202.255 (Subnet: 3.209.202.128/25) to ensure all support emails are received.

Integration Links can be inserted into e-mail messages and confirmations. This page provides example syntax for an Single Sign-On (SSO) link and a Pas...

General FAQ about spam filtering and email quarantine behavior. Explains how Certain sets the From address by default and what DNS entries are needed ...

A username or PIN (Personal Identification Number) is a unique value assigned to a profile. The username enables attendee registration for future even...

Certain security & privacy page covering SOC 2 Type II, PCI DSS Compliance, and GDPR Compliance, plus Data Retention Policies, Enterprise Infrastructu...