Account & Access Control

Live Polling with Touchpoint: Real-time feedback. No extra gear required.

Article describing how to tag attendee statuses and sessions for attendees in Touchpoint.

Overview of speakers and sessions from Platform to Touchpoint, with related articles and feedback.

Groups allow users to filter lists by organizing resources into Groups and Terms. This article explains how to add Groups, add Terms, manually set Gro...

Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.

Guide to applying percentage discounts to event registrations via promo codes or logic-based rules.

Instructions for emailing registrants when cancelling or postponing an event and updating event statuses in Certain.

Instructions to add existing profiles to a new event by importing registrations or inviting profiles.

Overview of Attendee Types and how to set them up in the Certain platform.

Guide to creating and managing Profiles for Registrations, including manual creation, importing Registrations, inviting Profiles to Events, and viewin...

Overview of account structure, sub-accounts, and custom profile questions in the Certain platform.

Instructions for importing registrations into events on the Certain platform, including external files and marketing automation integrations.

Overview of how registrations and profiles are created and managed for events in Certain's platform.

Overview of managing profiles and registrations in the Certain platform, including custom profile data, profile management, email messaging, and onlin...

Administration Overview is a guide for administrators within the Certain Help Center showing how to navigate Account Settings > Administration pages, ...

The Help Center article explains how to create and modify custom Profile reports, including Setup, Display, Groups, Subtotals, Columns, Filters, and P...

Overview of the Profiles area in the Certain Help Center, including Find, Add, and Import Profiles and how Profiles relate to Registrations.

Instructions for branding and footer configuration in the Reviewer Portal for events.

Help center article detailing how to manage session reviews in the Speakers and Sessions portal, including Submitted, Under Review, and Approved lists...

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

The Event Registration Chronicles dashboard analyzes the pace of registrations for a series of events and supports post-event analysis and in-process ...

Guide to using the Performance Dashboard for reviewing a single event's registrations, attendance, and demographics within Event Intelligence.

Instructions for assigning speakers at the session level or per-instance level, including master speakers and per-instance speakers.

Documentation on creating multiple Catalogs for an event, syncing sessions and speakers, and configuring the Catalog List layout in the Certain Help C...

General tips and best practices for the Session Catalog, including how to access themes and where to add branding settings.

Documentation for creating, editing, and managing the Advanced Template in Certain's Help Center.

Upcoming 7.1.7 changes replace the Add to Calendar implementation with an AddEvent integration. It includes account-level and event-level configuratio...

To extract all information for attendees, create an account level report to access and export data for each event.

There is no option to delete Sub-Accounts within the Certain Platform. The Certain Platform provides a method to remove access to a specific Sub-Accou...

Details about how event fees expire and how to change fee amounts on items and registrations in Certain.

Documentation on managing accounts and sub-accounts within the Certain platform, including account structure, data isolation, and how to use sub-accou...

Guidance on planning and creating reports for registrant data in Build and Manage an Event.

Configure the admin-side Sessions page layout for adding or editing sessions. The article explains two options: Standard Sessions (simple layout) and ...

Instructions for assigning master and specific speakers to sessions and their instances in the Certain platform.

Guidance on adding sessions manually or via bulk import in Certain, including templates, field mappings, and tips for Standard and Conference Layouts.

When adding Speakers to a Session with Instances, an Alert will display to give the option of including that Speaker to associated instances.

Profile records may be exported from the Report Results window after querying profiles. To export, select the profiles and choose an export or print f...

Instructions for inviting or registering profiles for an event, including selecting profiles, applying filters, and managing registrations.

Guidance on searching profiles using standard and advanced filters, including wildcards.

FAQ covering how to search, add, invite, export, view history, and remove PII from profiles.

Release notes for Certain 7.1.4 covering bug fixes across Admin Interface, Country List, Email, Forms, Groups, Reporting, and Session Management.

Release notes for Certain 7.0.1 including enhancements and bug fixes.

Help article describing how to view and assign sessions to attendees, change status, and related features in Speaker and Session Management.

Instructions for changing details of a single registration in the Certain Help Center, including navigation to Overview, Profile, and related sections...

Overview of Global Links and Primary Navigation in the Certain Help Center.

Instructions to update the messages displayed when inventory is full or capacity is reached for Sessions and Agenda Items.

Forms FAQ outlining how to set up the Agenda Search section, including filters, labels, pagination, and no-results messages.

General FAQ describing how the system sends emails and how to send messages to groups or individuals.

Event List is the first page after login to Certain Platform. It lists accessible events, supports templates exclusion, List or Calendar views, and ac...

Help article describing how to search for profiles across accounts and sub-accounts, including fields, operators, wildcards, paging, and opening recor...

Guidance on using the search feature in the Certain Help Center to locate records across Registrations, Profiles, Events, Forms, and Websites.

Instructions for searching registrations across events and accounts, including criteria, operators, wildcards, and results navigation.

Overview of consolidation reports in Certain, including system reports and custom reports across multiple events.

Step-by-step guide to copying an existing event using the Copy Event Wizard in Certain's Help Center.

Guide to using the Event List in Certain Platform, including navigation, filters, columns, and actions such as add, export, and copy.

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

Travel Configuration page for the Travel Packages sub-module, defining transfer times, statuses, transportation types, and event airports.

A detailed guide for configuring the Groups section in event forms, including enabling Registration Groups, choosing how attendees specify their group...

Overview of scheduled agenda items, their types, views, and grouping in the Certain event platform.

This page lists the attendee types defined in the event and explains how they are managed within the event platform.

Guide to using Date Filters and Advanced Filters for supplier reports in the Certain Help Center.

The Setup Dashboard is the planner’s home page for configuring event details, attendee types, questions, schedules, reports, forms, emails, and additi...

In Certain Platform, you can schedule emails to be sent to a filtered set of registrants at a later date. This article explains how to enable, set up,...

A report listing attendee counts for each session instance, with drill-down registrations and Excel export.

Configuration for the Sessions page layout in Speaker and Session Management, including Simple Sessions and Conference Sessions, with fields, instance...

Session Mass Actions lets you modify fields for multiple sessions at the same time on the Sessions page. Publish to Attendee Types, adjust Session Sta...

Instructions for importing sessions in Speaker and Session Management, including supported file formats, required fields, mapping steps, and updating ...

Instructions for adding and editing sessions in Speaker and Session Management, including how the Session Layout affects what you see and how to choos...

Instructions for managing sessions within the Speaker and Session Management module, including session lists, instances, scheduling, filtering, and se...

The Query Registrations page enables you to quickly find registrants using detailed searches.

Documentation on building and using report filters for Profiles, including Date Filters and Advanced Filters.

Subtotals can be displayed on printable report formats with per-group and grand-total options for profile reports.

Instructions to select, reorder, and customize data columns for profile reports in the Certain platform.

Details on configuring report groupings by up to three levels for profile reports in Certain's Help Center.

Profile Overview article describing the details of a person's Profile record, including editing, contact information, integration IDs, event registrat...

Help Center article describing how to search and filter profiles, including columns, operators, and date filters.

This article explains the Profile List page in the current account, defines profiles, and describes how to add, find, import, and edit profile records...

Administrators can create and manage sub-accounts within the current account, configure codes, usernames, parent relationships, and access controls to...

Instructions for assigning tags to standard and custom registration statuses, including API 2.0 exposure and the Show Default Statuses requirement.

Help Center article detailing how to manage tags including adding, listing, importing, and exporting tags.

Guide to using Certain Signal to integrate with Eloqua. Includes prerequisites, credentials, setup steps, and how to configure tags, connections, flow...

A guide to using Certain Signal to integrate with other applications via Webhooks. Includes prerequisites, tags, connections, flows, mappings, dashboa...

Guide to using Certain Signal to integrate with Salesforce, including tags, connections, flows, mappings, and troubleshooting.

Technical guide detailing how to integrate Certain Signal with Marketo, including tags, connections, flows, mappings, destinations, and troubleshootin...

Account Settings page detailing user information, reports, administrator tasks, and configuration options in the Certain Help Center.

Configuration page for branding and settings of the Certain Check-In app used for on-site attendee check-in.

Registration Groups Quick Guide explains how to set up and use Registration Groups in an event and how to enable the Registration Groups sub-module.

Documentation for Group Reports in the Certain Help Center, including the Group Summary Report and its columns.

Instructions for assigning a group to selected registrations in Certain's Help Center.

Custom Fields for Groups let you store extra information about each group and surface values on the Group Summary Report.

Detailed guide to enabling and using Speaker and Session Management and Conference Sessions in Certain, including portals, setup, scheduling, reviews,...

Deliver engaging and memorable virtual experiences at scale with Certain's event management platform, enabling personalized experiences, branding, and...

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

Overview of Certain's hybrid events platform for unifying virtual and in-person audiences with engagement tools, templates, branding, and insights.

Certain’s event management consulting services help you leverage buying signals from event data to enhance lead scoring, increase efficiency, branding...

On-demand video addressing attendee decision fatigue by letting AI decide which sessions and activities to attend.

Allowlist the IP Range 3.209.202.128 - 3.209.202.255 and Subnet 3.209.202.128/25 to ensure all support emails are received and not blocked as spam.

Guide to creating and managing approvals and recommendations for session reviews in the Certain platform.

Instructions to create and manage Users within an account (and Sub-Accounts), including required fields, User Types, and password policies.

Details the fields added to the Entry form when enabling Forgot Password and their default values.

Help article detailing how to use the Profile History feature in the Certain Help Center.

Instructions to create or edit a profile in the Certain Platform, including contact details and address fields.

Instructions for anonymizing profiles to protect PII in the Certain platform, including workflow, fields to anonymize, and audit capabilities.

Details on configuring e-commerce accounts and processor settings in Certain.

Instructions for assigning user types to Certain User accounts, detailing available roles and permissions.

Privacy Compliance page detailing admin-only access, Data Privacy Module prerequisites, and available sub-modules for an account in the Certain platfo...

Use this page to edit, delete, or create a new tax code template.