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Assigning User Types
Overview of available user types and how to assign access and permissions in Certain.
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Import Room Reservations
Instructions to import attendees' accommodation reservations from Excel or CSV into an event, including prerequisites, required fields, and step-by-st...
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Import Accommodation Blocks
Guide to importing accommodation blocks via CSV in the Certain platform.
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Define Report Export Actions (Events)
Instructions on configuring export-time Mass Actions for report exports.
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Choose Report Filters (Consolidation Reports)
Guide to using Date Filters and Advanced Filters for Consolidation Reports in Certain.
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How to Copy an Event
Step-by-step instructions to locate and copy an event in Certain.
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Meeting Requests (Home)
Overview of the Meeting Requests (Home) page in the Certain Help Center, including the meeting requests list, filters, and actions.
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Checking Imported Registration Data
Instructions for viewing imported registration data in Certain by clicking the underlined number corresponding to the state or status in All Registrat...
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Import (Groups)
Instructions for importing groups from a CSV file, including preparation, mapping, and post-import steps.
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Display
Overview of the Display settings for event forms, websites, and emails, including Assets, Navigation Bar, Primary Display, and Extended Display.
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Cookies in Certain
A brief PDF guide describing the cookies added to registrants' browsers by forms and webpages created using Certain, including admin-side cookies.
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Create a New Form
Guide to creating a new registration form in Certain's event platform, covering sections, setup, layout, and advanced settings.
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Scheduled (Agenda Items)
Overview of scheduled agenda items, including list and calendar views, custom types, and grouping for an event.
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Check-In: Create VIP Alert (wizard)
Step-by-step wizard to add a VIP alert to Certain Check-In by selecting organizations, attendee types, attendees, and alert contacts.
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EXPORT
Define and manage report export actions in Certain Help Center.
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Choose Report Filters
Overview of how to use report filters including date, standard, drill-down and advanced filters in Certain's reporting platform.
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Display Options (Event Reports)
Settings for display and print options in Event Reports, including display format, data formats, and print settings.
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Digital Events Email Templates
Email template for the hourly email sent to new digital event registrants; editable when the Digital Events module is enabled.
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Scheduled Emails
Overview of how to view and manage scheduled emails in Certain.
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Event Session Status Summary Report
A report showing attendee counts per session instance, with registrations, cancellations, waitlists, and attendance details.
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Event Session Summary Report
A guide describing the Event Session Summary Report, including what it lists, how to access details, and export options.
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Report Display Options (Profiles)
Options to display, format, and print profile reports, including display format, data format, and print settings.
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Industries (at account-level)
Instructions to add, import, and manage industries at the account level for speaker and session management.
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Creating User Accounts
Guide to creating and managing users within a Certain account, including user types and setup steps.
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AI-Powered Event Management Software for Sales Professionals
AI-powered event management software for sales teams to identify high-potential prospects, personalize follow-up, and drive better event outcomes.
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Touchpoint Ignite - Event Apps for Exceptional Attendee Experiences
Touchpoint Ignite delivers personalized event experiences at scale with AI-driven recommendations and real-time insights.
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Certain. Make Every Moment Count.
Overview of Certain's mission, leadership, and core values on the About page.
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Bulk Uploading Translated Content
Instructions for bulk uploading translated content in Touchpoint when multiple languages are enabled.
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Countries Available in Certain
Explains how the ISO Country list determines available countries in the Country drop-down and how to configure the Country field in forms.
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Event Setup: Suppliers
Instructions to add and manage suppliers for an event in the SMM module of Certain.
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Fully customize an Email Template in Certain
Instructions for creating fully customized email templates for events or forms in the Certain platform, with styling tips and an example.
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Missing Potential Duplicates under Registrations To Review
Guide on identifying potential duplicate registrations when an event has more than 5,000 registrations, using an exported Excel file.
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How do I import gender with my invite list?
Instructions for importing gender values in the invite list, including the mapping and example.
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Administrators - PayPal Setup Requirements
Instructions for administrators to configure a PayPal account within Certain.
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The Consequences of Changing Your Event Code
Explains risks of changing the Event Code, including file-path breakage and Touchpoint integration disruption, and remedies.
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General FAQ - Streamline Agenda Item Entry
Instructions to streamline agenda item entry in Certain using Import/Export features, including creation, export, Excel editing, and re-import.
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Reports FAQ - Define Report Export Actions
Guidance on configuring up to three Mass Actions that auto-run when exporting a report in Certain's platform.
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Administration Overview
Overview of administration settings for Administrators, including Account, Sub-Accounts, Users, Display, and Account Usage.
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Importing Registrations
Instructions for importing and updating Registrations in Certain using key fields and tab-delimited files.
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Room Reservations Import Error on Date/Time Format
When importing Room Reservations, you may encounter an error indicating the date/time format should be MM/dd/yyyy, with steps to fix by adjusting Exce...
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Session Advisor FAQ's - Session Catalog
FAQ about Session Advisor AI, its workflow, integration, and data privacy within the Session Catalog.
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Extracting all attendees' information
Instructions to create an account-level report to export attendee details for each event.
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How to Delete Images and Files in an Event or an Account
Instructions to delete images and files from Event or Account assets in the Certain platform.
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Add a favicon to your Event
Step-by-step instructions to upload and apply a favicon for an Event in the Certain platform.
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Using Google Analytics to Track Events in Certain
Guide to configuring Google Analytics tracking in Certain by adding Tracking IDs to events, forms, mobile app, and speaker portal.
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Sharing Reports via Tokenized URL
Guide to sharing reports via tokenized URLs with read-only access or mass-action permissions.
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Extended Display Options
Extended Display determines the look and feel of Event Forms, Websites, and Emails; an advanced HTML-based capability.
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2025 Summer Release #6 (8.3.36)
Release notes for 2025 Summer Release #6 (8.3.36) covering bug fixes across agenda items, assets, badges, display rules, event copy, registrations, pr...
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Email Analytics: Email Statuses and What They Mean
Overview of email delivery statuses such as Delivered, Bounce, Blocked, and Deferred in Certain's Email Analytics.
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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 Speakers - One by One, Via Import, or with Existing Profiles
Instructions for adding speakers to an event via manual entry, import, or existing profiles in the Certain platform.
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Reports FAQ - Printing and Exporting Reports
Overview of formats for delivering reports including HTML, PDF, Excel, CSV, and TXT.
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Profiles FAQ
FAQ about managing profiles in the Certain Help Center, including search, add/update, invite/register, export, history, and removing PII.
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Certain 7.1.5 Release Notes
Release notes for Certain 7.1.5 detailing enhancements and bug fixes across 2.0 API, accessibility, admin interface, display, forms, roles, speaker an...
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Certain 7.1.4 Release Notes
Release notes for Certain 7.1.4, detailing bug fixes across admin interface, country list, email, forms, groups, reporting, and speaker/session manage...
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Certain 7.1.2 Release Notes
Release notes for Certain 7.1.2, including 7.1.1, released in October 2020.
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Certain 7.1 Release Notes
Release notes for Certain 7.1 detailing new features and updates across Certain Digital/Signal, webinars, Touchpoint, API, reporting, and security.
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Certain 7.0.1 Release Notes
Release notes detailing enhancements and bug fixes for Certain 7.0.1.
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Previous Release Notes (Links)
Index of previous release notes for the Certain platform, grouped by major version.
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.CSV File Format
Explanation of the CSV file format, encoding requirements, and character sets for CSV imports.
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Event List (from Login)
Overview of the Event List page in Certain Platform, including filtering, exporting, and navigation features.
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Create a Website (at account-level)
Instructions to create and manage account-level websites in Certain, including details on website details, web pages, security settings, and previewin...
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Reports FAQ - Working with the Report Results Window
FAQ about using the Report Results window, including the Action Bar, filtering, exporting, and row controls.
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Event List
Overview of the Event List in Certain Platform's Help Center, including filters, columns, and event management.
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SSO (Single Sign-On) Configuration and Use
Overview of configuring and using Single Sign-On in Certain for admins, attendees, and check-in.
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Assets
Manage event and account assets, such as images, scripts, style sheets and other miscellaneous files.
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Event Display Fields
Instructions to add and edit custom Event Display Fields for use in events, including Primary and Extended Display and Dynamic Data Fields.
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Merchandise (Agenda Items)
Guide to managing Merchandise items for an event, including the Item List, Custom Merchandise Types, and Groups & Classifications.
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Event Details (or "Add Event")
Guide to entering basic information for events in Certain, including event name, code, dates, time zone, status, webinar, location, and roles.
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Reviewers
Guide to managing reviewers in Speaker and Session Management within Certain.
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Speakers (in Speaker and Session Management)
Guidance for adding, editing, importing, and managing speakers in the Speaker and Session Management module.
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Recommended Dimensions for Extended Display > Main Image Field
Guidance on image dimensions for the Extended Display Main Image field, including width limits, banner uploads, and customization options.
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Google Analytics in Certain Guide
Guide to setting up and using Google Analytics in the Certain platform, including website profiles, tracking IDs, and per-page URLs.
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Cookies in Certain Guide
Guide detailing essential and non-essential cookies used by the Certain platform, with browser instructions for accessing cookie data.
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Import/Update Registrations
Guidance to import and update registrations in Certain events, including preparing data, uploading, mapping, and confirming import.
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Import Registration Session Instances
Guidance for importing and managing registration session instances via the Registrations Import wizard.
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User Information
Help center article describing how to manage users, profiles, roles, and history in Certain.
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Agenda
Overview of agenda categories and how to manage scheduled items, fees, merchandise, and other agenda items in the event planning system.
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How to Update Event Template Thumbnails
Guide to upload a preview image for event templates with the recommended size of 200 x 150 pixels.
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2025 AI Trends for Event Management
A guide exploring how AI transforms event management in 2025, detailing agentic AI, event intelligence, practical applications, and nine trend traject...
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From Attendee to Advocate
An eBook guiding marketers on transforming event attendees into long-term brand advocates through AI and event intelligence.
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Ultimate Guide to Event Success
A structured guide outlining data-driven strategies for event planning, budgeting, data orchestration, and technology selection.
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Request a Touchpoint Ignite Demo
Form to request a Touchpoint Ignite Demo for event management.
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Seamless Event Payments with Certain + Stripe
Certain's Stripe integration enables online and in-person event payments with 100+ payment methods, 135+ currencies, fraud protection, and localized p...
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Igniting Event Experiences with Touchpoint Ignite
On-demand webinar about leveraging event intelligence and AI to enhance event experiences and outcomes.
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Take a Tour of Certain Event Intelligence
A page that presents the Certain Event Intelligence product tour.
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What’s Next in Event Intelligence
A whitepaper exploring AI's potential in the event industry, including AI’s impact on trends, the role of event data, AI’s reciprocal role in data col...
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The Ultimate Guide to Event Buying Signals
A guide on how AI-powered buying signals help marketers build meaningful connections and drive B2B event success.
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The Ultimate AI Tech Stack for Event ROI
A resource describing an AI-powered tech stack for event ROI and related tools from Certain.
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How Events Drive Revenue
Events give companies a chance to tailor experiences to attendees. These experiences can take prospects and leads through their buying process faster,...
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Event Strategies to Accelerate the Buyer Journey with Deep Insights
A guide describing strategies and best practices for leveraging AI and EI to enhance buyer engagement at events.
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Crack the Code – Understanding Your Event Attendees
Webinar on uncovering attendee insights and applying AI to event management.
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From Attendee to Advocate: Mastering Buyer Engagement at Events with AI & Event ...
An eBook explaining how AI and event intelligence transform attendee engagement and how to measure impact beyond vanity metrics.
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Request a Certain Demo
Form to request a demonstration of Certain event management solutions.
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Thomson Reuters Wins Big at the Stevie’s — Certain Proud to Power Their Success
Certain congratulates Thomson Reuters on Stevie Awards wins and highlights the role of AI-powered event technology in driving engagement and business ...
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MarketingProfs Highlight the Power of Certain’s Event Intelligence & AI in Drivi...
MarketingProfs discusses how event data and AI can uncover buying signals and boost marketing ROI through real-time event intelligence.
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Certain Launches Touchpoint Ignite: Transforming Events with Deep Audience Insig...
Certain announces Touchpoint Ignite, an AI-powered event app that turns engagement data into deep audience insights with a conversational interface.
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Certain Announces Strategic Partnership with Capture Technologies to Enhance Eve...
Certain announces a strategic partnership with Capture Technologies to merge onsite event technology with AI-powered event management and intelligence...
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Attendee Management | Partner
AMi provides technology-based attendee management services through event registration software and support, simplifying event management for organizat...
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The Ultimate AI Tech Stack for Event ROI
Learn how to scale, engage and drive revenue from events with AI in this engaging webinar.
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Turning Event Data into Gold – 7 Ways to Measure the Business Impact of Your Eve...
On-demand webinar explaining how to transform event data into meaningful insights.
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End Networking Roulette: Let Next-Gen AI Do the Matching
A webinar showcasing AI-powered session matching to help attendees decide among sessions and connections at events.
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Crack the Code and Understand Your Event Attendees
In this on-demand webinar, you’ll discover how to uncover insights into your event attendees’ mind – their priorities, needs, and interests using AI.
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From Signals to Sales: Activating Intent Data from Events
An on-demand webinar showing how to translate event data into actionable intelligence to drive pipeline and accelerate deals.
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Request a Demo of Certain Event Advisor
A page to request a live demonstration of Certain Event Advisor.
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How Grand Connection Scaled Events with Certain’s Smart Event Technology
Grand Connection scaled events with Certain’s Smart Event Technology using automation to improve efficiency, engagement, and ROI.
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Let's Connect
Contact page for Certain featuring a form to collect personal and event information and contact details for support and billing.
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From Signals to Sales: How to Turn Event Engagement into Revenue
Recap of a Certain webinar on activating event-intent data to drive revenue.
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Events Create Moments. Signals Turn Them Into Revenue.
Blog post explaining how buying signals and signal-aware strategies turn event experiences into revenue using AI-powered insights.
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How to Turn Your Audiences Into Customers Using AI
Overview of using AI to personalize event marketing and convert attendees into customers.
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Making Every Moment Count: Strategies to Boost Event Engagement and Impact
A guided approach to capturing and leveraging event data to engage attendees and maximize ROI using AI-powered insights.
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Achieving Success With Scalable Event Personalization
Discussion of data-driven strategies for scalable event personalization using AI, with four pillars: Centralize, Standardize, Visualize, Contextualize...
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How AI is Revolutionizing Event Personalization: Meet Certain’s Session Advisor
Overview of Session Advisor, an AI-powered event personalization tool from Certain, and its benefits for attendees, organizers, and sponsors.
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Mastering B2B Event Strategy: Harnessing AI, Intelligence, and Insights for Succ...
A data-driven guide to mastering B2B event strategy using data orchestration, event intelligence, and AI-powered tools.
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Leveraging Event Data and AI for Business Success
Blog recap of a webinar on event data and AI, including Touchpoint Ignite and data-driven strategies for ROI.
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Introducing Event Advisor: How AI Is Transforming Event Personalization
AI-powered recommendations for events personalize attendee journeys and drive engagement, as introduced with Event Advisor.
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Igniting Event Experiences with Event Intelligence & AI
Explores how AI-powered event technology, led by Touchpoint Ignite, can unlock audience insights and improve event experiences.
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Mastering Buyer Engagement at Events
Guide on turning attendees into advocates using AI-powered event insights to optimize buyer engagement.
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Creating High-Impact Attendee Experiences with AI
An article describing AI-powered personalization and Session Advisor AI to improve attendee experiences and revenue.