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Live Polling
Live Polling with Touchpoint: Real-time feedback. No extra gear required.
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Tagging Attendee Statuses & Sessions - Required for Attendees
Article describing how to tag attendee statuses and sessions for attendees in Touchpoint.
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Speakers and Sessions from Platform to Touchpoint
Overview of speakers and sessions from Platform to Touchpoint, with related articles and feedback.
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Groups & Terms
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...
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Registration Groups in Certain
Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.
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Adding percentage based discounts to your Event
Guide to applying percentage discounts to event registrations via promo codes or logic-based rules.
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Cancelled & Postponed Event Statuses
Instructions for emailing registrants when cancelling or postponing an event and updating event statuses in Certain.
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Adding Existing Profiles to a New Event
Instructions to add existing profiles to a new event by importing registrations or inviting profiles.
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Event Setup: Attendee Types
Overview of Attendee Types and how to set them up in the Certain platform.
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Managing Registrations: Working with Profiles
Guide to creating and managing Profiles for Registrations, including manual creation, importing Registrations, inviting Profiles to Events, and viewin...
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General FAQ - Setting Up Accounts
Overview of account structure, sub-accounts, and custom profile questions in the Certain platform.
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General FAQ - Importing Registration Data
Instructions for importing registrations into events on the Certain platform, including external files and marketing automation integrations.
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General FAQ - Managing Registrations
Overview of how registrations and profiles are created and managed for events in Certain's platform.
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General FAQ - Managing Profiles
Overview of managing profiles and registrations in the Certain platform, including custom profile data, profile management, email messaging, and onlin...
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Administration Overview
Administration Overview is a guide for administrators within the Certain Help Center showing how to navigate Account Settings > Administration pages, ...
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Report Setup (Profiles)
The Help Center article explains how to create and modify custom Profile reports, including Setup, Display, Groups, Subtotals, Columns, Filters, and P...
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Profiles Area Options
Overview of the Profiles area in the Certain Help Center, including Find, Add, and Import Profiles and how Profiles relate to Registrations.
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Branding & Footer (Reviewer Portal)
Instructions for branding and footer configuration in the Reviewer Portal for events.
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Sessions (Manage Reviews)
Help center article detailing how to manage session reviews in the Speakers and Sessions portal, including Submitted, Under Review, and Approved lists...
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Payments and Refunds Summary – Including Sub-Accounts
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.
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Event Intelligence - Event Registration Chronicles
The Event Registration Chronicles dashboard analyzes the pace of registrations for a series of events and supports post-event analysis and in-process ...
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Event Intelligence - Review the performance of a single event
Guide to using the Performance Dashboard for reviewing a single event's registrations, attendance, and demographics within Event Intelligence.
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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.
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Adding Catalogs, Syncing Sessions and Speakers in the Catalog List
Documentation on creating multiple Catalogs for an event, syncing sessions and speakers, and configuring the Catalog List layout in the Certain Help C...
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Themes, Best Practices, Misc - Adding JavaScript, Images size for Banner, etc
General tips and best practices for the Session Catalog, including how to access themes and where to add branding settings.
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Advanced Template
Documentation for creating, editing, and managing the Advanced Template in Certain's Help Center.
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Add To Calendar Updates
Upcoming 7.1.7 changes replace the Add to Calendar implementation with an AddEvent integration. It includes account-level and event-level configuratio...
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Extracting all attendees' information
To extract all information for attendees, create an account level report to access and export data for each event.
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Removing Access to a Sub-Account
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...
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Fees - Expiration and changing amounts
Details about how event fees expire and how to change fee amounts on items and registrations in Certain.
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Account Structure and Sub-Account Management
Documentation on managing accounts and sub-accounts within the Certain platform, including account structure, data isolation, and how to use sub-accou...
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Step 9: Plan and Create Reports
Guidance on planning and creating reports for registrant data in Build and Manage an Event.
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Choosing a Session Layout
Configure the admin-side Sessions page layout for adding or editing sessions. The article explains two options: Standard Sessions (simple layout) and ...
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Adding Speakers on Sessions and Instances
Instructions for assigning master and specific speakers to sessions and their instances in the Certain platform.
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Adding Sessions - One by One or Via Import
Guidance on adding sessions manually or via bulk import in Certain, including templates, field mappings, and tips for Standard and Conference Layouts.
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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.
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Profiles FAQ - Exporting Profiles
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...
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Profiles FAQ - Inviting or Registering Profiles
Instructions for inviting or registering profiles for an event, including selecting profiles, applying filters, and managing registrations.
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Profiles FAQ - Searching Profiles
Guidance on searching profiles using standard and advanced filters, including wildcards.
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Profiles FAQ
FAQ covering how to search, add, invite, export, view history, and remove PII from profiles.
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Certain 7.1.4 Release Notes
Release notes for Certain 7.1.4 covering bug fixes across Admin Interface, Country List, Email, Forms, Groups, Reporting, and Session Management.
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Certain 7.0.1 Release Notes
Release notes for Certain 7.0.1 including enhancements and bug fixes.
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Session Information, Attendee (in Speaker and Session Management)
Help article describing how to view and assign sessions to attendees, change status, and related features in Speaker and Session Management.
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Registrations FAQ - Modifying Registration Details
Instructions for changing details of a single registration in the Certain Help Center, including navigation to Overview, Profile, and related sections...
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Basic Navigation Within Certain
Overview of Global Links and Primary Navigation in the Certain Help Center.
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Update Full Capacity/Inventory Messages
Instructions to update the messages displayed when inventory is full or capacity is reached for Sessions and Agenda Items.
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Forms FAQ - Setting Up the Agenda Search Section
Forms FAQ outlining how to set up the Agenda Search section, including filters, labels, pagination, and no-results messages.
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General FAQ - Sending Emails
General FAQ describing how the system sends emails and how to send messages to groups or individuals.
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Event List (from Login)
Event List is the first page after login to Certain Platform. It lists accessible events, supports templates exclusion, List or Calendar views, and ac...
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Search For Profiles
Help article describing how to search for profiles across accounts and sub-accounts, including fields, operators, wildcards, paging, and opening recor...
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Search
Guidance on using the search feature in the Certain Help Center to locate records across Registrations, Profiles, Events, Forms, and Websites.
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Search For Registrations
Instructions for searching registrations across events and accounts, including criteria, operators, wildcards, and results navigation.
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Consolidation Reports
Overview of consolidation reports in Certain, including system reports and custom reports across multiple events.
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Copy Event (Wizard)
Step-by-step guide to copying an existing event using the Copy Event Wizard in Certain's Help Center.
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Event List
Guide to using the Event List in Certain Platform, including navigation, filters, columns, and actions such as add, export, and copy.
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Group List
Guide to creating and managing groups for registration groups in events, including assignment and group details.
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Travel Configuration
Travel Configuration page for the Travel Packages sub-module, defining transfer times, statuses, transportation types, and event airports.
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Groups (Attendee Form)
A detailed guide for configuring the Groups section in event forms, including enabling Registration Groups, choosing how attendees specify their group...
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Scheduled (Agenda Items)
Overview of scheduled agenda items, their types, views, and grouping in the Certain event platform.
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Attendee Types
This page lists the attendee types defined in the event and explains how they are managed within the event platform.
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Choose Report Filters (Suppliers)
Guide to using Date Filters and Advanced Filters for supplier reports in the Certain Help Center.
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Setup Dashboard
The Setup Dashboard is the planner’s home page for configuring event details, attendee types, questions, schedules, reports, forms, emails, and additi...
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Scheduling Emails Guide
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,...
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Event Session Status Summary Report
A report listing attendee counts for each session instance, with drill-down registrations and Excel export.
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Session Layout (in Speaker and Session Management)
Configuration for the Sessions page layout in Speaker and Session Management, including Simple Sessions and Conference Sessions, with fields, instance...
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Session Mass Actions (in Speaker and Session Management)
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...
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Session Import (in Speaker and Session Management)
Instructions for importing sessions in Speaker and Session Management, including supported file formats, required fields, mapping steps, and updating ...
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Session: Add or Edit (in Speaker and Session Management)
Instructions for adding and editing sessions in Speaker and Session Management, including how the Session Layout affects what you see and how to choos...
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Sessions (in Speaker and Session Management)
Instructions for managing sessions within the Speaker and Session Management module, including session lists, instances, scheduling, filtering, and se...
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Query (Find) Registrations
The Query Registrations page enables you to quickly find registrants using detailed searches.
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Choose Report Filters (Profiles)
Documentation on building and using report filters for Profiles, including Date Filters and Advanced Filters.
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Select Report Subtotals (Profiles)
Subtotals can be displayed on printable report formats with per-group and grand-total options for profile reports.
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Pick Report Columns (Profiles)
Instructions to select, reorder, and customize data columns for profile reports in the Certain platform.
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Choose Report Grouping (Profiles)
Details on configuring report groupings by up to three levels for profile reports in Certain's Help Center.
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Profile Overview
Profile Overview article describing the details of a person's Profile record, including editing, contact information, integration IDs, event registrat...
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Search Profiles
Help Center article describing how to search and filter profiles, including columns, operators, and date filters.
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Profile List
This article explains the Profile List page in the current account, defines profiles, and describes how to add, find, import, and edit profile records...
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Sub-Accounts
Administrators can create and manage sub-accounts within the current account, configure codes, usernames, parent relationships, and access controls to...
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Registration Statuses (for tags)
Instructions for assigning tags to standard and custom registration statuses, including API 2.0 exposure and the Show Default Statuses requirement.
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Tags
Help Center article detailing how to manage tags including adding, listing, importing, and exporting tags.
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Signal Integration with Eloqua Guide
Guide to using Certain Signal to integrate with Eloqua. Includes prerequisites, credentials, setup steps, and how to configure tags, connections, flow...
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Signal Integration with Webhooks Guide
A guide to using Certain Signal to integrate with other applications via Webhooks. Includes prerequisites, tags, connections, flows, mappings, dashboa...
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Signal Integration with Salesforce Guide
Guide to using Certain Signal to integrate with Salesforce, including tags, connections, flows, mappings, and troubleshooting.
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Signal Integration with Marketo Guide
Technical guide detailing how to integrate Certain Signal with Marketo, including tags, connections, flows, mappings, destinations, and troubleshootin...
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Account Settings
Account Settings page detailing user information, reports, administrator tasks, and configuration options in the Certain Help Center.
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Check-In Settings
Configuration page for branding and settings of the Certain Check-In app used for on-site attendee check-in.
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Registration Groups – Quick Guide
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.
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Group Reports
Documentation for Group Reports in the Certain Help Center, including the Group Summary Report and its columns.
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Assign Groups
Instructions for assigning a group to selected registrations in Certain's Help Center.
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Custom Fields
Custom Fields for Groups let you store extra information about each group and surface values on the Group Summary Report.
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Speaker and Session Management User Guide
Detailed guide to enabling and using Speaker and Session Management and Conference Sessions in Certain, including portals, setup, scheduling, reviews,...
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Deliver Engaging and Memorable Virtual Experiences, At Scale
Deliver engaging and memorable virtual experiences at scale with Certain's event management platform, enabling personalized experiences, branding, and...
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In-Person Events Easily Planned, Delivered & Repeated
Certain's event management platform enables planning, delivering, and repeating in-person events with live support and Event Intelligence.
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Unify Virtual and In-person Audiences With a Consistent and Engaging Hybrid Even...
Overview of Certain's hybrid events platform for unifying virtual and in-person audiences with engagement tools, templates, branding, and insights.
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Event Management Consulting Services
Certain’s event management consulting services help you leverage buying signals from event data to enhance lead scoring, increase efficiency, branding...
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Too Many Sessions, Activities, People to Meet: Let AI Decide
On-demand video addressing attendee decision fatigue by letting AI decide which sessions and activities to attend.
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Allowlist IPs for Support Emails
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.
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Approvals and Recommendations
Guide to creating and managing approvals and recommendations for session reviews in the Certain platform.
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Creating User Accounts
Instructions to create and manage Users within an account (and Sub-Accounts), including required fields, User Types, and password policies.
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Enable Forgot Password
Details the fields added to the Entry form when enabling Forgot Password and their default values.
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Profile History
Help article detailing how to use the Profile History feature in the Certain Help Center.
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Create a New Profile, or Edit a Profile
Instructions to create or edit a profile in the Certain Platform, including contact details and address fields.
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Profile Anonymization
Instructions for anonymizing profiles to protect PII in the Certain platform, including workflow, fields to anonymize, and audit capabilities.
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E-commerce Account Details
Details on configuring e-commerce accounts and processor settings in Certain.
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Assigning User Types
Instructions for assigning user types to Certain User accounts, detailing available roles and permissions.
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Privacy Compliance
Privacy Compliance page detailing admin-only access, Data Privacy Module prerequisites, and available sub-modules for an account in the Certain platfo...
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Account Tax Codes
Use this page to edit, delete, or create a new tax code template.