Agenda and Speaker Management

Instructions for creating, editing, and managing agenda items in an event, including types, inventory, fees, and labeling.

Guide on assigning custom questions to agenda items within event planning.

Instructions for configuring automatic actions when exporting a report, including up to three Mass Actions and export options.

Guide to configuring the Speaker Portal for submitting abstracts, including Submitter, Speaker Details, Session Details, and Additional Speakers.

Instructions on configuring export-time Mass Actions for report exports.

Mass actions enable users to perform single actions on a group of registrations or records from the Mass Action drop-down list.

Defines labels for the Agenda Search form fields and configuration options, including filters, rows per page, and no-results messaging.

Instructions for importing groups from a CSV file, including preparation, mapping, and post-import steps.

Guide to creating and managing registrant groups for events, including assigning attendees and configuring related options.

Help Center article detailing the Questions sections for registration forms.

Overview of scheduled agenda items, including list and calendar views, custom types, and grouping for an event.

Define and manage report export actions in Certain Help Center.

Guidance on displaying agenda item quantities in event report columns, with two options: Quantity and Quantity Label.

Release notes for the 2025 Spring Release #4 (8.3.27), including fixes for session names, agenda items, and display fields.

Release notes for the 2025 Winter Release #5 (8.3.23) of the Certain platform.

Overview of app features for the Certain Touchpoint attendee mobile app.

Instructions for creating image maps and street maps in Touchpoint, including pins, locations, and device views.

Capacity planning in Touchpoint extends the Agenda feature to manage session capacity.

Touchpoint Dashboard Training article with agenda items and related resources.

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

Documentation of settings for agenda features including check-ins, filters, and sub-sessions in Touchpoint.

Instructions for Activity Feed settings, home screen panel, scheduling, and moderation in Touchpoint.

This article covers manual session status changes, scheduling sessions, and using Mass Actions in the Certain platform.

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

Configures email notifications for attendee types and agenda items when inventory thresholds are reached.

Guide to creating cancellation fees for registrations and agenda items, and processing refunds.

Instructions to streamline agenda item entry in Certain using Import/Export features, including creation, export, Excel editing, and re-import.

Overview of creating and managing online registration forms, including available sections and setup details.

Overview of setting up an event in Certain, including event details, attendee types, questions, agenda items, payments, accommodation, and online disp...

Guidance on configuring up to three Mass Actions that auto-run when exporting a report in Certain's platform.

Guide to linking an existing Speaker Profile to an Event Registrant, using a form or direct registration.

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

Guidance on creating multiple catalogs for a single event, syncing data, and configuring catalogs in the Certain platform.

Guide to showing content on forms using Inline and Display Logic in the Certain platform.

Instructions for displaying Agenda Item descriptions and labels on a form using a table, including steps to edit Agenda Items and insert a table.

Upcoming changes to the Add to Calendar feature, integrating AddEvent and modifying display settings at account and event levels.

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

Guide to sharing reports via tokenized URLs with read-only access or mass-action permissions.

Release notes for 2025 Fall Release #2 (8.3.38) detailing bug fixes across blocks, forms, attendees, payments, and reporting.

Release notes for 2025 Summer Release #6 (8.3.36) covering bug fixes across agenda items, assets, badges, display rules, event copy, registrations, pr...

Release notes for 2025 Summer Release #4 (8.3.34) detailing bug fixes across agenda grouping, country list, email links, registrations data transfer, ...

Release notes for 2025 Summer Release #1 (8.3.31), including bug fixes for agenda calendar items, admin tooltips, payment meta data through authorize....

Release notes for the 2025 Spring Release #5 (8.3.28), including enhancements, bugs, and SSO improvements.

Step 4 explains adding options via agenda, accommodations, payments, logic, registrations, and custom HTML to event registration forms.

Instructions for adding speakers to an event via manual entry, import, or existing profiles in the Certain platform.

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

Guidance on using Display Rules to include Personal Agenda items in an Email Template.

Release notes for Certain 7.0.4, detailing enhancements and bug fixes.

FAQs for managing events in the Certain Help Center.

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

Instructions for configuring the order of sections and items on a form, including page layout and encryption rules.

FAQ covering common tasks for managing forms in the Certain Help Center.

Help article detailing the Packages feature in Certain's Event module, including setup, usage, and reporting.

Documentation on configuring Personal Agenda, Agenda, and Agenda Guest List for the Registration Form.

Legacy feature to attach custom questions to agenda items in event registrations; guidance and cautions.

The Questions page explains how to create and configure custom questions for registration forms and related areas in Certain.

Guide to managing Merchandise items for an event, including the Item List, Custom Merchandise Types, and Groups & Classifications.

Overview of fees, discounts, taxes, and custom types for agenda items, with item management and best practices.

Configure email notifications to alert recipients when capacities reach defined thresholds for attendees, items, and events.

Guide to managing reviewers in Speaker and Session Management within Certain.

Guidance for configuring Simple and Conference Session layouts in Speaker and Session Management.

Guidance for adding, editing, importing, and managing speakers in the Speaker and Session Management module.

Guidance on managing attendee agendas for registrations in Certain, including headers, personal agenda, item information, and guest lists.

Overview of the Attendee Overview page in Certain Help Center, including printing, favorites, and attendee data sections.

The Query Registrations page enables quick, detailed searches to locate registrants with configurable filters, columns, and actions.

Guide on adding, listing, importing, and exporting tags for accounts and sub-accounts.

Overview of agenda categories and how to manage scheduled items, fees, merchandise, and other agenda items in the event planning system.

Tour page for the Touchpoint Ignite Event App with feature highlights and a CTA.