Attendee Experience

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.

Overview of Attendee Types, their uses, and how to create new Attendee Types.

Step-by-step instructions to locate and modify a registration within Certain's event management system.

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.

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.

A PDF guide detailing how to build dynamic email templates using Content Blocks and Display Rules, with content adapting based on registration values.

Instructions to import promo codes from a CSV file into an event using the Promo Code Import Wizard.

Guidance for entering basic event details in Step 2, including title, unique code, location, contacts, options, and statuses.

Instructions for customizing the registration assistance message shown to attendees in the Certain Help Center.

Frequently asked questions for managing an event in the Certain Help Center.

Overview of attendee financials including transactions, payments, refunds, invoices, and general ledger setup.

Help center article describing how to manage attendee room accommodations, including room reservations, sharing, confirmations, and guarantees.

Guide to managing attendee sessions within Speaker and Session Management, including assigning sessions, statuses, and filtering.

Instructions for configuring and using the Appointment Preferences form for attendees, including setup recommendations and registrant usage.

Step 3 covers creating and customizing registration forms in the Certain Help Center.

Definition and behavior of Username (PIN) fields in the Certain platform.

Guidance on processing refunds for fee-based events, including SCAR steps, cancellation fees, and negative Balance Due requirements.

Guidance to import groups via CSV into an event, including preparation, data import mapping, and post-import steps.

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

Instructions for creating, editing, and using promo codes and discounts within events.

Documentation on how logic rules control the display and processing of attendee forms in event registration, including conditions, operators, actions,...

Instructions for configuring and using Additional Registrations on a single order form, including form setup, transfer of primary to additional regist...

Help article detailing how to include and configure the Accommodations section in registration forms, including entries, lists, payments, and room-sha...

Help center article describing how to configure Groups (Attendee Form) within the Certain platform.

Settings and instructions to configure the confirmation page for an event registration form, including email confirmations, itinerary, calendar add-on...

Instructions for verifying and editing attendee information on the Verify/Edit page of the registration form.

Guide to configuring promo codes for attendee forms, including setup, sequence placement, and error handling.

Guidance on configuring and using Session Sections, Session Templates, and Speaker templates within Attendee Forms on the Certain platform.

Details on configuring and displaying Attendee Types within the Attendee Form, including display settings, waitlist, and fee options.

Overview of the Registrant Details section of the registration form, including header configuration, field selection, and options.

Help Center article describing how to create and manage registrations for an event, including attendee type, status, and registration information.

This article lists and explains attendee types for events, including creation, fees, capacity, statuses, and related settings.

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

Step-by-step wizard to add a VIP alert to Certain Check-In by selecting organizations, attendee types, attendees, and contacts.

Dashboard visualizes real-time check-in data with graphs for time, attendee types, and questions analytics.

Help article describing how to view and manage changes in an attendee's registration history.

Help article describing how Profile History tracks changes to attendee profiles and how to view details and add notes.

Documentation for managing attendee travel in Certain's Travel module, including preferences, traveler details, flights, and individual flight details...

Instructions for sending emails to attendees from the event management interface, including templates, fields, attachments, and previews.

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

The Attendee Profile page contains contact information about the attendee, and basic registration information, including Attendee Type and Status.

Summary report of complete registrations grouped by attendee type, including bar chart, pie chart, and a detailed table.

Overview of the Registration Dashboard view within the Event Dashboard, including access, views, sections, and common tasks.

Details on configuring Single Sign-On connections for a Certain account, including Admin, Attendee, and Check-In App entry points and field mappings.

Documentation for configuring the entry page of the attendee registration form in Certain's event platform, including permissions, waivers, login opti...

A guided tour of the Certain Event Platform highlighting its core capabilities and benefits.

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

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

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

Guide on driving, capturing and acting on attendee engagement data for virtual, hybrid, and in-person events.

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

An eBook explaining how AI and event intelligence change attendee engagement and how to track attendee behavior and turn attendees into customers.

Grand Connection scaled events using Certain’s Smart Event Technology to streamline workflows, engage attendees, and maximize ROI.

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

Touchpoint Ignite delivers personalized, data-driven event experiences at scale with AI-driven recommendations and engagement tools.

Event Intelligence centralizes all event data, provides data-driven recommendations, and visualizes performance to improve attendance, engagement, and...

Overview of how Certain enables personalized, AI-powered attendee journeys from invitation to post-event follow-up to drive engagement and ROI.

Certain introduces an AI-powered Question Generator to help event planners craft smarter, insight-driven survey questions.

Overview of Event Advisor, an AI-powered tool to personalize event journeys and drive engagement and revenue.

A blog post describing how designing events and using data signals can accelerate buyer engagement and sales pipeline.

Seven principles for turning Dreamforce into a revenue engine for events.

Blog post about AI-powered personalization and Session Advisor AI to drive attendee engagement and revenue.

Blog posts detailing event management, intelligence, and AI-powered event technology.

AI-powered event management software for sales teams to identify high-potential prospects, personalize follow-up, and drive better event outcomes.

Instructions to locate, download, and use the QR code embedded with the App Info URL for Certain Touchpoint.

Guidance on planning Wi-Fi bandwidth for Touchpoint events, including app usage, syncing behavior, and live polling considerations.

Guidance on sending and accepting meeting invites within the Touchpoint app.

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

Instructions to enable Attendee-to-Attendee Messaging in Touchpoint.

Attendees create virtual business cards in the Contact Exchange feature and share them via QR codes; cards can be saved to device contact lists.

Instructions for exporting content from a previous event or event template to a future event within the Touchpoint CMS, including exporting to Excel w...

Documentation on exhibitor feature settings for Touchpoint app including check-ins, links, videos, comments, profiles, and media.

Webinar about TouchPoint Web Home Layout with related articles and a video.

Watch a webinar recording on the Certain Mobile App – Touchpoint; engagement topics include Activity feed, Badge Game, Live Polling, and Survey.

Article describing how to tag attendee statuses and sessions for attendees in Touchpoint.

Guide describing how to modify settings in the Touchpoint app.

On-site troubleshooting guidance for Touchpoint, including login issues and dashboard operations.

Related Links let you attach reading materials or presentations to agenda sessions and other resources in the Touchpoint CMS.

Instructions for managing attendees in the Touchpoint CMS, including adding attendees, password management, and credits.

Documentation on creating and managing Groups and Terms to filter resources in Touchpoint.

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

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.

Step-by-step guide to auto-assign a Speaker Attendee Type using form logic in the Certain platform.

Guidance on managing attendee waitlisting for Attendee Types in Certain's event platform, including Reg status settings and manual processing.

Instructions for filtering and displaying sessions in the Session Catalog, including Highlighted, Promoted, and General sessions and default filter op...

Documentation on configuring logic rules to display, hide, or assign items in forms, and to trigger emails or errors based on attendee responses.

Instructions to create an account-level report to export attendee details for each event.

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

Real-time dashboards and analytics for check-in data in Certain's Engage platform.

Documentation for configuring the Check-In basic settings in Certain's Engage platform.

Group List helps you create and manage registrant groups, assign attendees, enforce group-based form restrictions, and track group counts.

An eBook guiding marketers on transforming event attendees into long-term brand advocates through AI and event intelligence.

A marketing data sheet summarizing trends in B2B events, roles, spend on event technology, and focus areas.

A marketing brochure describing how Event Automation helps marketers manage events, capture attendee insights, engage attendees, and optimize event ma...

A concise guide explaining the value of mobile event apps for attendee insights and ROI, including a Top Ten list of benefits.

A whitepaper on blending digital tools and in-person events to drive engagement, generate leads, and enhance post-event follow-up across marketing and...

Marketing page describing Certain's event management software for event planners, including All-in-One Platform, templated events, engaging experience...

Video on demand content describing how to measure the business impact of events using attendee management and analytics.

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

Learn how to tailor attendee engagement to a guest's registration type by ensuring ways for guests to connect and interact, no matter where they join ...

Overview of Certain's Event Management technology solutions, including Manage Events, Engage Attendees, and Event Intelligence, plus related resources...

Get intelligent insights from your events via centralized data, signals, and recommendations to improve attendance, engagement and revenue across all ...

Overview of Certain's event engagement solutions, including touchpoints and event intelligence, with resources for marketers.

Infographic about delivering business objectives through digital events and related resources.

Webinar on uncovering attendee insights and applying AI to event management.

MarketingProfs discusses how event data and AI can uncover buying signals and boost marketing ROI through real-time event intelligence.

Certain announces Touchpoint Stream, a central platform for interactive virtual and hybrid events with live streaming, attendee engagement, and data i...

Certain announces a strategic partnership with Capture Technologies to merge onsite event technology with AI-powered event management and intelligence...

Certain launches Session Advisor AI, an AI-powered personalization solution delivering tailored session recommendations at scale for event management.

FAQ explaining hybrid events, combining in-person and online participation and content delivery options.

FAQ describing who uses event automation software and related solutions from Certain.

On-demand webinar showing how to unlock buyer intent through event data.

Watch an on-demand webinar to unlock a deeper understanding of event attendees, gain actionable insights, and learn how to deliver revenue and results...

On-demand Touchpoint Demo page showing how to engage attendees for in-person, virtual, or hybrid events using Certain's Touchpoint App.

A webinar showcasing AI-powered session matching to help attendees decide among sessions and connections at events.

In this on-demand webinar, you’ll discover how to uncover insights into your event attendees’ mind – their priorities, needs, and interests using AI.

Overview of Session Advisor, an AI-powered event personalization tool from Certain, and its benefits for attendees, organizers, and sponsors.

Explores treating live events as adaptive, intelligent ecosystems with signals, analytics, and AI to drive revenue and engagement.

Explores how deep audience insights drive engagement and revenue, introducing Touchpoint Ignite AI-powered insights.

A three-part guide to building loyal event sponsors through attendee engagement, early-bird discounts, and post-event learnings.

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.