Agenda & Mass Actions

Explains how Participant Types group users and restrict features by Participant Type in Touchpoint.

Instructions for bulk uploading content into Touchpoint using spreadsheets and the Import Content workflow.

Guidance on scheduling sessions and publishing them using the session scheduler and mass actions.

Instructions to streamline agenda item entry using Import and Export in the Certain platform, including steps and column tips.

Instructions on adding registrations and creating online registration forms for events, with a list of available form sections and their purposes.

Instructions for creating and managing online registration forms within the Certain platform.

Documentation on creating, editing, and managing agenda items in events, including item details, dates, inventory, fees, and labels.

Legacy feature article describing how to assign custom questions to agenda items and related cautions.

General FAQ covering event setup, including event details, attendee types, questions, agenda items, payments, accommodation, and online display.

Guidance on configuring mass actions that run automatically when exporting a report.

Instructions for configuring automatic Mass Actions when exporting reports, including selection of actions and export methods.

Guidance on triggering Mass Actions during report export in Certain's Help Center.

Step 4 covers adding options to an event registration form, including agenda items, accommodations, payments, and logic settings.

Release notes for Certain 7.0.4 including enhancements and bug fixes.

Mass actions enable updating multiple registrations at once using the Mass Action drop-down, saving time by batch updates.

Instructions to update full capacity or inventory messages for sessions and agenda items in the Certain Help Center.

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

Instructions to activate waitlists for full agenda items within each agenda section of a form.

Instructions on configuring the order of form sections and how to reorder registrant details, attendee types, questions, and agenda items.

Instructions for editing a form in the Certain platform, including left navigation functions and split-screen preview tips.

Documentation for Group List in the Registration Groups module, including group management and assignment features.

Note: The Package feature enables advanced control over agenda items and ticket quantities within events, using logic rules to enforce limits; it is a...

Guidance on configuring Personal Agenda, Agenda, and Agenda Guest List sections for registration forms in the Certain platform.

Guide for configuring and using the Questions sections in a registration form, including prerequisites, sections, verify/confirm, and backward compati...

Instructions for using custom questions to collect information for agenda items, including question types and editing steps.

Instructions for managing merchandise items in events, including item lists, custom merchandise types, and group/classification management.

Guidance on managing fees, discounts, taxes, and custom fee types for agenda items in the Certain event platform.

Help center article detailing how to manage scheduled agenda items, including viewing, editing, types, and groupings.

Overview of agenda categories, items, and management features for event planning within the Certain platform.

Configuration guide for email notifications when event capacity thresholds are reached.

Instructions for adding, editing, importing, exporting, and anonymizing reviewers in the Speaker and Session Management module.

Guidance for adding, editing, and managing speakers and related functions within the Speaker and Session Management module.

Documentation on configuring automatic mass actions for exported reports in Event Reports.

Help Center article detailing how to view, filter, and manage sessions and session instances in Speaker and Session Management, including types, level...

Help article describing how to view and manage an attendee's agenda items in the Certain platform.

Instructions for managing tags in the Certain platform, including adding, listing, importing, and exporting tags for accounts and sub-accounts.

Release notes for the Fall 2025 Release #3 (8.3.39) covering enhancements, Stripe integration, and bug fixes.

Release notes for the 2025 Fall Release #2 (8.3.38) of the Certain platform.

Release notes for the 2025 Summer Release #6 (8.3.36), detailing fixes across agenda items, asset uploads, badges, display rules, event copy, registra...

Release notes for Spring 2025 Release #5 (8.3.28), including enhancements to Registration Administration and several bug fixes across agenda items, St...

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

Release notes for the 2025 Winter Release #5 (8.3.23), detailing enhancements, fixes, and improvements.

Explore key benefits and features of Touchpoint Ignite through an interactive tour.

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.

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.

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.

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.

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.

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