Attendee Lifecycle

Definition and steps for using Participant Types to group users and restrict features in the app navigation.

Guide to creating and managing Attendee Types for events, including setup steps and uses.

A help-center page describing a PDF guide on creating dynamic email templates using Content Blocks and Display Rules to vary content by registration v...

Instructions for importing promo codes for an event using the Event Promo Code Import Wizard.

Instructions to import attendees' accommodation reservations from Excel or CSV into an event, including prerequisites, required fields, and step-by-st...

Guidance for managing attendee room reservations and related details in the Certain event platform.

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

Instructions for assigning a group to selected registrations on the Assign Groups page.

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

Instructions for configuring accommodations within the Attendee Form, including entry, listing, payment options, labels, questions, and roommate setti...

Instructions and settings for configuring the confirmation page and related features of an event registration form in the Certain platform.

Documentation for the verify/edit page of the attendee form in the Certain platform.

Details on configuring and displaying Attendee Types in the Attendee Form for event registrations, including display settings, waitlist options, and f...

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

Overview of Attendee Types, including creation, fees, capacity, and room-type visibility in the event platform.

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

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

A report showing attendee counts per session instance, with registrations, cancellations, waitlists, and attendance details.

Instructions for configuring Single Sign-On connections for a Certain account, including types of SSO, editing configs, and field mappings.

Details on configuring the entry page of an attendee/registration form, including permissions, waiver, login options, passcodes, and SSO.

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

Power your marketing and sales ecosystem with connected event operations and insights. Certain integrates across your enterprise stack to streamline e...

Enterprise event management platform that delivers branded events, attendee journeys, analytics, and AI-powered insights to drive ROI.

Gain a 360-degree view of buying signals and insights to improve attendee behavior, performance, and revenue across all events.

Touchpoint Ignite delivers personalized event experiences at scale with AI-driven recommendations and real-time insights.

Overview of Certain's Attendee Experience suite, including personalized journeys, AI-driven insights, and integrated data to turn event engagement int...

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

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.

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

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.

Instructions to locate and modify a registration within the Certain event management system.

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.

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

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.

Step 2 details for filling in basic event details, including Title, Unique Code, Location, and Options.

You can customize the message shown to attendees when they click the registration assistance link. HTML tags are supported in the text.

FAQs for managing events in the Certain Help Center.

Overview of attendee financials in Certain's event platform, including purchases, payments, refunds, invoices, and reporting.

Guide to viewing and managing an attendee's sessions within Speaker and Session Management, including assignment, status changes, and filtering.

Documentation on configuring the Appointment Preferences section for attendee forms, including setup steps, section options, and how registrants inter...

Step-by-step guidance to create and customize registration forms in the Certain platform.

Definition and behavior of usernames and PINs, including creation and structure for attendee profiles.

Guidance on processing refunds for fee-based events, including SCAR steps and balance requirements.

Documentation on Logic Rules for the Attendee Form, including definitions, rule details, conditions, actions, and package logic.

Documentation for configuring and using additional registrations on a single order form, including form setup, data transfer from primary registration...

Documentation for Travel Attendee Form sections and configuration in the Certain Help Center.

Documentation for configuring Groups in the Attendee Form, including availability, section headers, and field display options.

Details on configuring promo codes for attendee forms, including setup, display options, error messages, and form sequencing.

Documentation for configuring and using the Sessions (Attendee Form) in Certain's event planning platform.

Help article describing the Registrant Details section of the registration form, including header configuration, field selection, and options for atte...

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

Overview of the Setup Dashboard in the Certain Help Center for event planning.

Help center article describing how to view and add items to the registration history for an attendee.

Overview of the Travel Information page for attendees, including travel preferences, traveler information, flights, and individual flight details.

Instructions for sending emails to registrants from the Attendee email feature in Certain Event Management.

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

Attendee Profile page contains attendee contact information and basic registration data, including Attendee Type and Status.

Summary report of complete registrations grouped by attendee type on the Event Dashboard, including bar chart, pie chart, and report table.

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...

Certain Signal orchestrates event data flows between event management systems and your mar-tech stack to turn event interactions into curated buying s...

Overview of the Certain Event Platform tour, featuring key benefits and a CTA to contact for outcomes.

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

To get to the next level of attendee engagement and event data collection, you’ll want to offer an event mobile app. But first, a strategy for mobile ...

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

Overview of Certain's on-demand event management solutions including video on demand, attendee engagement, and analytics.

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.

How to Drive, Capture and Act on Attendee Engagement Data for Your Virtual, Hybrid and In-Person Events.

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

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

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

An eBook explaining how AI and event intelligence transform attendee engagement and how to measure impact beyond vanity metrics.

Certain congratulates Thomson Reuters on Stevie Awards wins and highlights the role of AI-powered event technology in driving engagement and business ...

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.

Grand Connection scaled events with Certain’s Smart Event Technology using automation to improve efficiency, engagement, and ROI.

Blog post about an AI-powered Question Generator for smarter event surveys and attendee insights.

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

AI-powered recommendations for events personalize attendee journeys and drive engagement, as introduced with Event Advisor.

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

An article describing AI-powered personalization and Session Advisor AI to improve attendee experiences and revenue.

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.