Account & Access Control

Certain Search Profiles page enables users to find profiles using detailed searches of the profiles database and edit selected records. It includes Co...

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...

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

Learn how to create and manage Sub-Accounts, including selecting a sub-account and configuring Account Settings such as Account Code, Support Rep, Par...

General FAQ - Setting Up Accounts explains how Certain accounts store user, event, profile, and registration information, how to plan account structur...

Use the Account Settings area to view and edit settings at the account level. Settings apply across multiple events. Administrators can set up users a...

Managing Profiles in Certain includes: Profiles and Registrations, Setting Up Custom Profile Information for an Account, Managing Profile Information,...

Step-by-step help for sessions in Speaker and Session Management, including Session List views (SESSIONS, INSTANCES, SCHEDULER), filtering, and sessio...

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

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

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

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

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

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...

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...

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...

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

Registration Statuses (for tags) explains how administrators assign tags to standard and custom registration statuses, and how Certain API 2.0 exposes...

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...

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...

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

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 ...

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 ...

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

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...

Guide for scheduling emails in Certain Platform using Promote > Communication > Email Templates, including Enabling Scheduled Emails, Schedule Setting...

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

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

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

Speakers and Sessions from Platform to Touchpoint. The page shows update timing and related articles links, plus a comments section with 0 comments.

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

Using Event Reports in Greet explains the Reports section, the Stat Tiles, the Overview, Attendees, and Sessions tabs, and exporting to CSV or Excel.

Instructions for the Sessions page in Greet, including searching, Sync from Integration, creating sessions, per-row actions, and troubleshooting.

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.

Certain Check-In iOS Quickstart Guide steps: launch the iOS app, enter your domain, log in, select your event, check in attendees, scan badges, manage...

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

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...

Getting Started with Express: a quick tour of Certain Express and the four areas Accounts, Events, Profiles, and Brand Kit. Learn where each feature l...

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...

Certain protects your attendees and buying signals with security, compliance, and governance. SOC 2 Type II, PCI DSS Compliance, and GDPR Compliance.

Certain is the AI-powered Event Intelligence Platform that captures buying signals and delivers them in real time to your sales and marketing stack.

Enable Forgot Password: fields added to the Entry form section to control registrant text for forgot-password flows, including default link, window te...

Report List explains how to reach event-level Reports/Analyze reporting, run standard and user-defined reports, filter by report group, and use action...

Copy an existing Consolidation report by using the wizard steps to select the report, name the copy, set the Description and Group, then confirm and f...

Up to three Mass Actions can be automatically triggered when a report is exported. Reports can be exported automatically using a Display Format other ...

Instructions for specifying report Columns in Certain Consolidation Reports, including selecting and re-ordering data fields, Sort Order, and Customiz...

Select Report Subtotals (Events) describes how Subtotals display in Acrobat® PDF and Printable HTML, including per-group totals and options like "Disp...

Choose Report Grouping (Events): Creating Report Summary Groups using the Groups tab, organizing report data into up to three levels of summary groups...

This page sets various options for report display and print settings. It includes Display Format, Report Format, Data Format, and Print Settings such ...

Consolidation Reports enable reporting on registrations, charges, payment and refunds, transactions, contacts, and location data across multiple event...

Instructions for Profile Anonymization, including Overview, Workflow, Anonymize Profile Fields, Profile Anonymization search options, and Anonymized P...

The Account Reports page shows a list of Account Reports, System Reports, and Role-Based Reports. Learn how to preview, edit, delete, favorite, add, c...

Certain Display Options (Event Reports) for report display and print settings, including Display Format, Report Format, Data Format, and Print Setting...

This page enables you to copy a Profiles report. It provides wizard steps to copy an existing report, name the new report, set Description and Group, ...

Copying a Supplier Report wizard steps: click Copy Report above the Supplier Reports list, name the new report (default appends "(Copy)"), set Descrip...

This Report Setup page is used to add or edit custom Suppliers reports. It includes Report Name, Visibility, and Report Type fields and links to confi...

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

Assign Roles for team-based event management. Learn how account administrators define roles and available users on Account Settings > Management > Rol...

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.

Help-center article that links to an illustrated PDF guide for GDPR data subject requests, covering View, Edit, and Delete (forget me) requests.

Guide to responding to Data Subject Requests (DSRs) under the General Data Protection Regulation (GDPR) where the data is held in your Certain databas...

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

Role Details for Certain roles. The page explains roles, permissions level, user types and roles, users available for this role, and reports available...

Instructions for user management in Greet. Learn how to access User Management, add a user, edit user information, and deactivate or reactivate a user...

Account Usage page administrators generate activity reports for events, Billable Registrations, imports, Test Registrations, and Meeting Requests, and...