Attendee Experience and Types

A guide to using Participant Types to group users and restrict features by participant type in Touchpoint.

Documentation on creating and using Attendee Types for event management, including setup, uses, and configuration options.

A PDF guide in the Certain Help Center that explains how to build dynamic email templates using Content Blocks and Display Rules, driven by registrati...

Instructions to import attendees' accommodation reservations via Excel or CSV into an event.

Guide to managing attendee room reservations, sharing, confirmations, and room guarantees.

Mass actions enable bulk updates to registrations; the article explains updating a group of registrations and contrasts with editing each record indiv...

Explanation of Primary Form designation and usage in Certain's event forms.

Learn how to assign a group to selected registrations in Certain's Help Center, including filtering and group selection.

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

Instructions to configure the confirmation page for an attendee registration form, including email confirmations, itinerary, calendar additions, and s...

Documentation on configuring and displaying Attendee Types in the Attendee Form for event registrations.

The registration page contains attendee contact information and basic registration details, including Attendee Type and Status.

Guide to attendee types, their configuration, and related fees in an event.

Instructions to configure VIP alerts in Certain Check-In, including basic configuration, triggers, organizations, attendee types, attendees, and conta...

Guidance for using the VIP alert creation wizard in Certain Check-In, including steps to configure alert name, date range, organizations, attendee typ...

A summary of how many of each scheduled instance of the event's sessions have been selected by attendees.

Overview of Single Sign-On connections for a Certain account, including types, editing, and field mappings.

Release notes for the 2025 Spring Release #4 (8.3.27) of the Certain platform.

AI-powered event management software for sales professionals to turn event engagement into sales and optimize attendee experiences.

Power your marketing and sales ecosystem with connected event operations and insights through Certain integrations and APIs.

Certain's enterprise-grade event management platform orchestrates attendee journeys, AI-powered personalization, and data-driven insights to drive ROI...

Deliver personalized, data-driven event experiences at scale with Touchpoint Ignite. Turn engagement into insights and revenue.

Overview of Certain's Attendee Experience and AI-powered personalization to convert engagement into ROI.

Case study on how Touchpoint boosted attendee engagement and booth activity for a leading medical devices company.

Instructions to request a password, check email, and create a password for the Touchpoint app.

Instructions to export content from a previous event to a future event in Touchpoint CMS, including exporting to Excel and importing.

Overview of custom fields for Attendees and Exhibitor Leads, including types, read/write settings, display rules, and precedence.

Overview of exhibitor feature options including check-ins, related links, videos, comments, favorites, attendees, and lead capture in the Touchpoint a...

TouchPoint webinar recording page in the webinar recordings section.

Webinar recording on Touchpoint Attendee Engagement covering Activity feed, Badge Game, Live Polling, and Survey.

Guide on tagging attendee statuses and sessions required for attendees in Touchpoint.

Guidance on promoting your event app with Touchpoint, including announcements, highlights, and distribution tactics.

Guidance for bulk uploading content to Touchpoint using separate spreadsheets and the Import Content workflow.

Related Links let you attach reading materials or presentations to resources such as Agenda Sessions, Attendees, Showcases/Exhibitors, News Stories, T...

Instructions to manage attendees in the CMS, including adding attendees, setting passwords, checking messages, and managing credits, check-ins, badges...

Guidelines for creating and managing Groups and Terms to filter lists in Touchpoint.

Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.

Guide to creating and managing custom registration statuses in Certain's event planning platform.

Documentation on configuring email notifications when inventory thresholds are reached for attendee types or agenda items.

Instructions to locate and modify a registration in Certain.

Steps to auto-assign a Speaker Attendee Type to speakers via form logic in Plan.

Instructions for manual waitlisting: identify waitlisted attendees, set Reg status, configure rules, and notify waitlisted attendees via custom HTML.

Certain date-time stamps are displayed in PST on the administration side; event and form times follow PST and calendar zones.

Overview of how event websites are used and the default pages available in a new website.

Overview of online registration forms and their sections for event registration.

Instructions for creating and using online registration forms, including form sections and setup details.

Comprehensive guide to setting up an event in Certain, including event details, attendee types, agenda items, and display settings.

The All Registrations By Status report shows complete and incomplete registrations grouped by registration status for an event.

Overview of the Event Program Analysis dashboard within Certain's Event Intelligence, detailing how it tracks registrations, attendees, and cost metri...

Instructions for removing attendees from Certain Platform when the event is integrated with Touchpoint.

Guide to filtering and displaying sessions in the Session Catalog, including highlighted and promoted sessions and default filters.

Upcoming changes to Add to Calendar with AddEvent integration in the Certain platform (7.1.7).

Cancellation fees are not assigned for incomplete registrations; guidance to ensure fees apply by marking Complete and reviewing Attendee Type.

Explains how fees expire and how to change fee amounts in Certain, with examples and screenshots.

Fall 2025 release notes for version 8.3.38, detailing bug fixes across Content Blocks, Forms, Attendee Types, Payment Processing, and Reporting.

Release notes for the 2025 Summer Release #1 (8.3.31) in the Certain Help Center.

Step-by-step guidance to fill in basic details for an event in the Certain platform.

Summer Release 8.3.8 introduces an Inline Addl Registrations feature to capture multiple attendees on a single form page with up to 200 additional reg...

Step-by-step instructions for creating and customizing registration forms in the Certain platform.

Configuration page for the Check-In Basic settings, including Temporary Access Code, Guest List options, and related features.

Group List enables managing registrant groups for events, including adding, editing, importing, and assigning attendees, with optional agenda items, s...

Guide to configuring and using Flights and Flight Packages within the Travel Packages sub-module of the Travel Module in Certain.

Marketing content on turning cold event leads into warm opportunities using Certain's end-to-end event experience.

Overview of the rationale and benefits of using a mobile event app to capture attendee data and enable real-time insights.

Marketing executives can improve ROI from events by leveraging rich attendee data, integrated lead scoring, and targeted content.

Certain's event marketing software for event planners helps create engaging attendee experiences with an all-in-one platform.

From conceptualizing and strategizing your event to managing budgets, engaging attendees, and measuring impact, the Ultimate Guide to Event Success wi...

A guide for marketers to leverage buying signals and AI to improve event outcomes and drive growth in B2B events.

Video-on-demand resource outlining seven methods to measure the business impact of events using Certain's platform.

Tips and best practices for developing and executing a mobile strategy for events before, during, and after the event.

Learn more about how to promote attendee engagement with a mobile event app using features like discussion threads, Q&A and leaderboards.

Tracking key post-event metrics around demand and pipeline creation to showcase how events deliver on business goals.

Overview of Certain's event personalization features including enterprise event management software and event intelligence.

Infographic describing how to tailor attendee engagement to registration type for hybrid events.

We help you track and analyze your event data and send signals to improve attendance, engagement, and revenue across all events, including hybrid, in-...

Attendees rely on their mobile devices for just about everything. View this event engagement overview to learn how to make events memorable.

Infographic outlining best practices for an event data strategy to engage attendees and drive measurable outcomes.

A guide offering tips and best practices to drive, capture, and act on attendee engagement data and connect events to measurable business results.

Infographic page describing the Certain Touchpoint engagement app, its capabilities to engage attendees before, during, and after events, and related ...

Infographic about how Certain Signal filters noise to enable real-time action on event data.

An eBook detailing how AI and event intelligence drive attendee engagement and revenue at events.

Summary of MarketingProfs article on leveraging Certain's Event Intelligence and AI to boost marketing ROI.

Certain announces Touchpoint Stream, a central platform for interactive virtual and hybrid events with live and on-demand content and attendee engagem...

Certain announces a strategic partnership with Capture Technologies to enhance on-site event operations and deliver real-time insights across the even...

Certain launches Session Advisor AI, an AI-powered personalization solution delivering scalable, personalized session recommendations to accelerate bu...

Capture Technologies delivers efficient on-site event solutions, specializing in badge printing, registration, and attendee management, with access co...

AMi provides technology-based attendee management services using event registration software to help organizations simplify event planning and attende...

An ecosystem of valued partners with proven solutions to help you add value to your events programs.

Definition of Event Automation Software: a technology evolved from traditional event management software to automate, personalize, and measure event m...

FAQ describing how to track event attendees and participants using spreadsheets, marketing automation, CRM, or end-to-end event management systems.

An on-demand webinar about transforming event data into meaningful insights.

Demonstration of the Touchpoint mobile event app by Certain, showing attendee engagement before, during, and after events.

On-demand video about attendee decision fatigue and AI-assisted session selection at events.

Learn and grow with Certain’s world-class events, past and present.

Grand Connection scales events with Certain’s Smart Event Technology to streamline workflows and enhance attendee engagement.

Overview of data-driven marketing and its impact on event ROI, with steps to implement.

Guidance on creating strategic event goals to align marketing and sales, with funnel-stage KPIs.

Overview of Session Advisor, an AI-powered tool for personalized event experiences and attendee engagement.

A guide to mastering B2B event strategy using data orchestration, AI, and event intelligence to optimize attendee engagement.

AI-powered recommendations to personalize event journeys and drive engagement and revenue.

Overview of AI-powered event management, Buying Signals, and personalized experiences to drive growth.

A blog exploring how AI-powered event apps and event intelligence transform attendees into advocates across the buyer journey.

A guide to turning events into ROI by designing attendee value, signaling readiness to buy, and aligning formats with buyer stages.

An exploration of treating events as adaptive, intelligent ecosystems driven by AI, intent signals, and real-time analytics to improve engagement and ...

A detailed, seven-principle framework for turning events into revenue opportunities, inspired by Dreamforce 2025.

Blog post describing AI-powered personalization and Session Advisor AI to enhance attendee experiences and drive revenue.

Explores how deep audience insights drive event success and revenue, and introduces Touchpoint Ignite.

Three strategies to increase sponsor loyalty including attendee engagement, early bird discounts with post-event surveys, and sharing event learnings.

A blog post detailing 20 event formats to boost attendee engagement and interaction with categories and FAQs.

Blog covering event planning, management, and intelligence insights for marketing and sales teams.

Certain helps run engaging events, personalize attendee experiences, and turn engagement into buying signals to accelerate buyer journeys and deliver ...

A collection of articles about event planning, buying signals, and event intelligence.