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Participant Type
Guidelines for using Participant Type to group users and restrict features in Touchpoint.
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Bulk Uploading Content
Step-by-step guide for bulk uploading content in Touchpoint, including preparing spreadsheets, field mappings, and importing content.
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Session Blocks
Overview of Session Blocks and step-by-step instructions to create and attach them to email templates in the Certain platform.
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Send Email for accepted registrations
Instructions about sending emails for accepted registrations and when to select an email template.
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Appointment Preferences (Attendee Form)
Guide to configuring and using the Appointment Preferences section for attendee forms, including setup, section headers, and how registrants use the f...
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General FAQ - Sending Emails
General FAQ describing how the system sends emails and how to send messages to groups or individuals.
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Refunds FAQ - How to Process Refunds
Guidance on processing refunds for fee-based events using the SCAR protocol.
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Group List
Guide to creating and managing groups for registration groups in events, including assignment and group details.
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Additional Registrations (Attendee Form)
The Additional Registrations section enables attendees to enter multiple registrants on a single order form and transfer data between registrations.
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Travel (Attendee Form)
Documentation describing Travel Attendee Form configuration including Travel Entry, Travel Requests, traveler information, flight options, and transpo...
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Groups (Attendee Form)
Documentation on configuring a Groups section for attendee forms, including prerequisites, display options, validation, and messages.
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Verify / Edit Info (Attendee Form)
Instructions for the Verify/Edit Info page in the attendee form, including labels, section headings, and customization options.
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Promo Codes (Attendee Form)
Details on configuring promo codes for the Attendee Form, including placement, fields, and error messages.
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Sessions (Attendee Form)
Documentation for configuring Sessions within the Attendee Form on Certain's platform, including templates, display options, and waitlisting.
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Registrant Details (Attendee Form)
Overview of the Registrant Details section for attendee registration, including headers, field selection, registrant information, and display options.
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Create a Registration
Instructions for managing a registration for an event, including attendee contact information and registration data such as Attendee Type and Status.
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Email a group of registrations
Instructions for selecting registrants and sending an email using a template, including attachments and itinerary options.
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Speaker Email Templates
Help article describing how to create and manage speaker email templates, including From, Reply To, Subject, Message, attachments, and dynamic fields.
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How to create, edit and delete an email template
Instructions to create, edit, and delete an email template within an event's Email Templates section.
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Scheduling Emails Guide
Guide for scheduling emails to registrants within Certain Platform, including enabling, setting up, and managing scheduled emails.
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Event Setup: Attendee Types
Overview of Attendee Types and how to set them up in the Certain platform.
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Form Password Options
Overview of two methods to access password-protected forms: Forgot Password email flow and Reg ID URL method.
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Financials (Attendee)
Overview of attendee financials including transactions, payments, refunds, invoices, and general ledger setup in the Certain Help Center.
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Accommodations (Attendee Form)
Guide to configuring the Accommodations section of Attendee Forms, including Entry, Date collection, listing, payment options, and room roommate setti...
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Sending Confirmation Emails When Allowing Partial Payments on a Form
Instructions for sending confirmation emails to registrants with partial payments, including creating a Partial Payment Confirmation Email template an...
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Driving Record Attendee Engagement with Touchpoint
Case study on how Touchpoint boosted attendee engagement and booth activity for a leading medical devices company.
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Touchpoint Ignite — Event Apps for Exceptional Attendee Experiences
Touchpoint Ignite delivers personalized, data-driven event experiences at scale with a mobile app and AI-powered insights.
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Event FAQ
FAQ page for managing events in the Certain Help Center, including editing settings, attendee types, agenda, and badges.
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Registration - Automatic Event Waitlisting
Instructions for automatically waitlisting registrants for an event when capacity is reached and registering them automatically when spaces become ava...
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Attendee Types
Details about attendee types, their configuration, fees, and room visibility in Certain's event platform.
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Add or Edit a Conference Session (in Speaker and Session Management)
Guidance for adding or editing conference sessions within the Speaker and Session Management module of Certain.
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Contacts
Instructions for managing Registration Contacts in the Certain Help Center, including adding, editing, and using contacts in events.
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Setup Dashboard
The Setup Dashboard is the planner’s home page for configuring event details, attendee types, questions, schedules, reports, forms, emails, and additi...
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Registration History (Attendee)
Documentation on viewing and adding history items for an attendee's registration in Certain.
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Email (Attendee)
Instructions for sending email to a registrant from an event using the Email (Attendee) feature in Certain.
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Attendee Profile
The Attendee Profile page contains contact and registration information for an attendee, including Attendee Type and Status.
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Completed Registrations by Attendee Type
Summary report showing completed registrations grouped by attendee type with bar and pie charts and a report table.
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Content Blocks (At Account Level)
Instructions for managing account-level content blocks in Certain's Help Center, including creation, editing, and usage across Email Templates, Forms,...
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Accommodations (Attendee)
Guidance for managing attendee room reservations, blocks, sharing, and related details within the Accommodations (Attendee) section.
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Session Information, Attendee (in Speaker and Session Management)
Help article describing how to view and assign session information to attendees in Speaker and Session Management.
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Logic Rules (Attendee Form)
Overview of logic rules for Attendee Form in Certain Plan registration.
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Travel Information (Attendee)
Details of attendee travel arrangements for events, including travel preferences, traveler information, flights, and individual flights.
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Agenda (Attendee)
Explanation of the Agenda (Attendee) page, including navigation, personal agenda, agenda item information, and guest list details.
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Registration Dashboard
Overview of the Registration Dashboard with sections for completed registrations, status, and review tasks.
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Using Forgot Password in Forms Guide
Guide to using the built-in Forgot Password feature in Certain forms, including email templates and form setup.
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Entry Page (Attendee Form)
Documentation of the entry page for attendee registration, including permissions, waiver, login, passcodes, SSO, and related options.
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Forms FAQ
FAQ for configuring and using forms in the Certain platform.
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From Attendee to Advocate: Mastering Buyer Engagement at Events with AI & Event ...
An eBook explaining how AI and event intelligence turn attendees into advocates and help measure event impact.
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General FAQ - Setting UP Online Forms
Instructions on adding registrations and creating online registration forms for events, with a list of available form sections and their purposes.
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Email FAQ - Sending Email
Instructions to send emails from the Certain Platform to a single registrant or a group.
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General FAQ - Setting Up Online Forms
Instructions for creating and managing online registration forms within the Certain platform.
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Reports FAQ - Define Report Export Actions
Guidance on configuring mass actions that run automatically when exporting a report.
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Tier: Add/Edit
Instructions for adding and editing a Tier in the Speakers and Sessions Management workflow of the Certain platform.
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Dynamic Emails Guide (PDF)
A PDF guide detailing how to build dynamic email templates using Content Blocks and Display Rules, with content adapting based on registration values.
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Event Promo Code Import Wizard
Instructions to import promo codes from a CSV file into an event using the Promo Code Import Wizard.
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Build and Manage an Event - Step 6
Guidance for creating marketing elements to promote event registration, including links, websites, and email templates.
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Build and Manage an Event - Step 2
Guidance for entering basic event details in Step 2, including title, unique code, location, contacts, options, and statuses.
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Build and Manage an Event - Step 3
Step 3 covers creating and customizing registration forms in the Certain Help Center.
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General FAQ - Using Username (PIN) Fields
Definition and behavior of Username (PIN) fields in the Certain platform.
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Import (Groups)
Guidance to import groups via CSV into an event, including preparation, data import mapping, and post-import steps.
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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 contacts.
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Digital Events Email Templates
Email template automatically sent to new digital event registrants; editable when the Digital Events module is enabled.
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Scheduled Emails
Overview of viewing and managing scheduled emails in a Certain event, including the active emails list and copied event behavior.
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Reviewer Email Templates
Help article describing how to create and manage reviewer email templates for session reviewers in Certain.
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Take a Tour of the Certain Event Platform
A guided tour of the Certain Event Platform highlighting its core capabilities and benefits.
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Ultimate Guide to Event Success
From conceptualizing and strategizing your event to managing budgets, engaging attendees, and measuring impact, the Ultimate Guide to Event Success wi...
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The Event Marketing Playbook: Mobile Strategy
Tips and best practices for developing and executing your mobile strategy before, during, and after the event.
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The Event Engagement Data Playbook
Guide on driving, capturing and acting on attendee engagement data for virtual, hybrid, and in-person events.
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Elevating Event Experiences with Deep Audience Insights
A playbook of tips and best practices to drive, capture, and act on attendee engagement data and connect events to measurable business results.
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How Grand Connection Scaled Events with Certain’s Smart Event Technology
Grand Connection scaled events using Certain’s Smart Event Technology to streamline workflows, engage attendees, and maximize ROI.
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The Event Platform That Turns Engagement Into Revenue
Certain's enterprise-grade event management platform orchestrates attendee journeys, AI-powered personalization, and data-driven insights to drive ROI...
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Certain Event Intelligence
Event Intelligence centralizes all event data, provides data-driven recommendations, and visualizes performance to improve attendance, engagement, and...
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From Attendee to Buyer: Deliver Experiences That Drive Growth
Overview of how Certain enables personalized, AI-powered attendee journeys from invitation to post-event follow-up to drive engagement and ROI.
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Stop Asking Boring Event Questions
Certain introduces an AI-powered Question Generator to help event planners craft smarter, insight-driven survey questions.
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Introducing Event Advisor: How AI Is Transforming Event Personalization
Overview of Event Advisor, an AI-powered tool to personalize event journeys and drive engagement and revenue.
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Dreamforce 2025 Decoded: Turn Your Next Event into a Revenue Engine
Seven principles for turning Dreamforce into a revenue engine for events.
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Creating High-Impact Attendee Experiences with AI
Blog post about AI-powered personalization and Session Advisor AI to drive attendee engagement and revenue.
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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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QR Code for App Download
Instructions to locate, download, and use the QR code embedded with the App Info URL for Certain Touchpoint.
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Wi-Fi Requirements
Guidance on planning Wi-Fi bandwidth for Touchpoint events, including app usage, syncing behavior, and live polling considerations.
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Meeting Invites
Guidance on sending and accepting meeting invites within the Touchpoint app.
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Features Overview
Overview of app features for the Certain Touchpoint attendee mobile app.
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How to enable Attendee to Attendee Messaging
Instructions to enable Attendee-to-Attendee Messaging in Touchpoint.
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Contact Exchange
Attendees create virtual business cards in the Contact Exchange feature and share them via QR codes; cards can be saved to device contact lists.
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Exporting Content from a Previous Event to a Future Event
Instructions for exporting content from a previous event or event template to a future event within the Touchpoint CMS, including exporting to Excel w...
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Exhibitor Feature
Documentation on exhibitor feature settings for Touchpoint app including check-ins, links, videos, comments, profiles, and media.
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TouchPoint - Web Home Layout Webinar
Webinar about TouchPoint Web Home Layout with related articles and a video.
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Touchpoint - Attendee Engagement
Watch a webinar recording on the Certain Mobile App – Touchpoint; engagement topics include Activity feed, Badge Game, Live Polling, and Survey.
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Tagging Attendee Statuses & Sessions - Required for Attendees
Article describing how to tag attendee statuses and sessions for attendees in Touchpoint.
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Editing Your New Touchpoint App Settings
Guide describing how to modify settings in the Touchpoint app.
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Troubleshooting On Site
On-site troubleshooting guidance for Touchpoint, including login issues and dashboard operations.
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Related Links
Related Links let you attach reading materials or presentations to agenda sessions and other resources in the Touchpoint CMS.
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Attendees
Instructions for managing attendees in the Touchpoint CMS, including adding attendees, password management, and credits.
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Groups & Terms
Documentation on creating and managing Groups and Terms to filter resources in Touchpoint.
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Registration Groups in Certain
Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.
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Adding percentage based discounts to your Event
Guide to applying percentage discounts to event registrations via promo codes or logic-based rules.
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Email Alerts
Configures email notifications for attendee types and agenda items when inventory thresholds are reached.
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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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Error when no Form in the Event is marked as Primary
Explains an error when no Event Form is marked as Primary and how to designate a Primary Form to fix the issue.
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Assigning Speaker Attendee Type Using Logic
Step-by-step guide to auto-assign a Speaker Attendee Type using form logic in the Certain platform.
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Attendee Type Waitlisting - How does it work?
Guidance on managing attendee waitlisting for Attendee Types in Certain's event platform, including Reg status settings and manual processing.
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Badges Guide
Guide to configuring and generating badges in Certain, describing the Badges V2 module.
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Special Characters on Content Block and Display Rules
Best practices for naming Content Blocks and Display Rules to avoid server errors and issues with email templates.
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Controling Which Sessions Display on the Session Catalog
Instructions for filtering and displaying sessions in the Session Catalog, including Highlighted, Promoted, and General sessions and default filter op...
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Setting Up Reviewers -- Adding/Importing/Login
Instructions for creating and importing reviewers, and reviewer email templates.
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Single or Multiple Session Review Tiers
Certain enables up to five review tiers, including a Default Tier, with per-tier due dates, privileges, and email templates for session reviews.
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Logic Rules: Overview of Display Options (Display, Hide, Assign)
Documentation on configuring logic rules to display, hide, or assign items in forms, and to trigger emails or errors based on attendee responses.
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Special Characters in Display Rule or Custom Block Name
Guidance on avoiding special characters in Display Rule or Custom Block names to prevent errors in Email Templates.
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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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Fees - Expiration and changing amounts
Details about how event fees expire and how to change fee amounts on items and registrations in Certain.
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Customizing Emails Based on Different Registrant Factors/Values
Guidelines to customize email content for different registrant answers using content blocks and display rules in Certain's event setup.
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Adding an email address as a hyperlink
How to convert an email address in an email template into a clickable hyperlink.
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Adding file attachments for email templates
Instructions to attach a file to email templates in Certain, including single attachments, zip files, and external links.
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Digital Events - How to Share Webcast/Webinar Details using Email and Session Ca...
Guidance on sharing webcast join details via email templates and linking to the Session Catalog for Digital Events.
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Appending Agenda Items to an Email Template
Guidance on using Display Rules to include Personal Agenda items in an Email Template.
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Removing extra bullet points when using Content Block on email templates
Guidance to prevent extra bullet points in Outlook when using Content Block in email templates by inserting a hidden div.
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Dynamic Emails Guide
Guide on using Content Blocks and Display Rules to create dynamic email templates based on registration values.
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Scheduling Emails Guide
Guide to enabling, configuring, and tracking scheduled emails in Certain Platform.
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Email Templates
Overview of email template creation, editing, scheduling, and attachments for event communications in the Certain platform.
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Check-In Insights
Real-time dashboards and analytics for check-in data in Certain's Engage platform.
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Check-In: Basic Configuration
Documentation for configuring the Check-In basic settings in Certain's Engage platform.
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Group List
Group List helps you create and manage registrant groups, assign attendees, enforce group-based form restrictions, and track group counts.
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Session Reminders
Session Reminders lets you automatically send scheduled reminder emails for sessions with templates and analytics.
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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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How Marketing Events Are Changing
A marketing data sheet summarizing trends in B2B events, roles, spend on event technology, and focus areas.
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Event Automation
A marketing brochure describing how Event Automation helps marketers manage events, capture attendee insights, engage attendees, and optimize event ma...
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Why a Mobile Event App? Amazing Insights. That’s Why.
A concise guide explaining the value of mobile event apps for attendee insights and ROI, including a Top Ten list of benefits.
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Hand-in-Hand: Leveraging Tech and In-person Strategies for Success.
A whitepaper on blending digital tools and in-person events to drive engagement, generate leads, and enhance post-event follow-up across marketing and...
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Create Highly Engaging and Memorable Attendee Experiences
Marketing page describing Certain's event management software for event planners, including All-in-One Platform, templated events, engaging experience...
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Turning Event Data into Gold – 7 Ways to Measure the Business Impact of Your Eve...
Video on demand content describing how to measure the business impact of events using attendee management and analytics.
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Session Break: 3 Ways to Get Your Attendees Engaging with Each Other Using an Ev...
Learn more about how to promote attendee engagement with a mobile event app using features like discussion threads, Q&A and leaderboards.
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The Hybrid Attendee Engagement Journey
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 ...
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Event Management Overview
Overview of Certain's Event Management technology solutions, including Manage Events, Engage Attendees, and Event Intelligence, plus related resources...
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Get Intelligent Insights From All Your Events
Get intelligent insights from your events via centralized data, signals, and recommendations to improve attendance, engagement and revenue across all ...
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Event Engagement Overview
Overview of Certain's event engagement solutions, including touchpoints and event intelligence, with resources for marketers.
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Delivering Business Objectives Through Digital Events
Infographic about delivering business objectives through digital events and related resources.
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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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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 Stream to Power High Engagement Virtual and Hybrid E...
Certain announces Touchpoint Stream, a central platform for interactive virtual and hybrid events with live streaming, attendee engagement, and data i...
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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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Certain Launches Session Advisor, an AI-powered Personalization Solution to Acce...
Certain launches Session Advisor AI, an AI-powered personalization solution delivering tailored session recommendations at scale for event management.
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What is a Hybrid Event?
FAQ explaining hybrid events, combining in-person and online participation and content delivery options.
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Who Uses Event Automation Software?
FAQ describing who uses event automation software and related solutions from Certain.
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Reading Your Buyer's Mind: Event Strategies for Truly Getting to Know Your Buyer
On-demand webinar showing how to unlock buyer intent through event data.
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Igniting Event Experiences with Intelligence & AI
Watch an on-demand webinar to unlock a deeper understanding of event attendees, gain actionable insights, and learn how to deliver revenue and results...
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Touchpoint | Demo
On-demand Touchpoint Demo page showing how to engage attendees for in-person, virtual, or hybrid events using Certain's Touchpoint App.
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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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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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Events as Living, Breathing Organisms
Explores treating live events as adaptive, intelligent ecosystems with signals, analytics, and AI to drive revenue and engagement.
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The Impact of Deep Audience Insights on Event Success
Explores how deep audience insights drive engagement and revenue, introducing Touchpoint Ignite AI-powered insights.
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3 Ways to Drive Loyal, Repeat Event Sponsors
A three-part guide to building loyal event sponsors through attendee engagement, early-bird discounts, and post-event learnings.
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Create Exceptional Attendee Experiences. Capture Every Buying Signal.
Certain helps run engaging events, personalize attendee experiences, and turn engagement into buying signals to accelerate buyer journeys and deliver ...
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Event Planning and Management Blog
A collection of articles about event planning, buying signals, and event intelligence.