Attendee Management and Forms

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.

Guide detailing the Auto-Match Roommates feature in Certain's Accommodation section, including Summary, Auto-Match, and Roommate Matching Preferences ...

Page listing roommate pairs that are pending approval by the planner for event accommodations.

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

Guidance for managing hotels in the Certain event platform, including hotel records, supplier details, and venue information.

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.

Overview of the Unmatched Roommates page, including Roommates to Match and Available for Matching sections and how to pair registrants.

List of all matched roommate pairs and related room reservation details within the Certain platform.

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.

Documentation on creating and managing accommodation blocks for events, including block creation, utilization reports, and block details.

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.

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.

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.

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.

General FAQ describing how to manage room sharing and roommate matching (RSRM) in the Certain platform.

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.

Overview of the Attendee Overview page in Certain Help Center, including printing, favorites, and attendee data sections.

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.

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

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