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Creating a Password and Logging In
Instructions to request a password, check email, and create a password for the Touchpoint app.
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Exporting Content from a Previous Event to a Future Event
Instructions to export content from a previous event to a future event in Touchpoint CMS, including exporting to Excel and importing.
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Participant Type
Guidance on grouping users by role and restricting features by Participant Type in Touchpoint.
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Custom Fields
Overview of custom fields for Attendees and Exhibitor Leads, including types, read/write settings, display rules, and precedence.
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Exhibitor Feature
Overview of exhibitor feature options including check-ins, related links, videos, comments, favorites, attendees, and lead capture in the Touchpoint a...
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TouchPoint - Web Home Layout Webinar
TouchPoint webinar recording page in the webinar recordings section.
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Touchpoint - Attendee Engagement
Webinar recording on Touchpoint Attendee Engagement covering Activity feed, Badge Game, Live Polling, and Survey.
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Tagging Attendee* Statuses & Sessions - Required for Attendees
Guide on tagging attendee statuses and sessions required for attendees in Touchpoint.
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Marketing Ideas
Guidance on promoting your event app with Touchpoint, including announcements, highlights, and distribution tactics.
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Related Links
Related Links let you attach reading materials or presentations to resources such as Agenda Sessions, Attendees, Showcases/Exhibitors, News Stories, T...
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Attendees
Instructions to manage attendees in the CMS, including adding attendees, setting passwords, checking messages, and managing credits, check-ins, badges...
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Groups & Terms
Guidelines for creating and managing Groups and Terms to filter lists 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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Settings: Custom Statuses
Guide to creating and managing custom registration statuses in Certain's event planning platform.
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Event Setup: Attendee Types
Overview of Attendee Types, their uses, and how to set up new Attendee Types in an event.
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Email Alerts
Documentation on configuring email notifications when inventory thresholds are reached for attendee types or agenda items.
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Modifying Registration Details
Instructions to locate and modify a registration in Certain.
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Assigning Speaker Attendee Type Using Logic
Steps to auto-assign a Speaker Attendee Type to speakers via form logic in Plan.
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Attendee Type Waitlisting - How does it work?
Instructions for manual waitlisting: identify waitlisted attendees, set Reg status, configure rules, and notify waitlisted attendees via custom HTML.
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General FAQ - Setting Up Websites
Overview of how event websites are used and the default pages available in a new website.
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General FAQ - Setting UP Online Forms
Overview of online registration forms and their sections for event registration.
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General FAQ - Setting Up Online Forms
Instructions for creating and using online registration forms, including form sections and setup details.
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General FAQ - Setting Up an Event
Comprehensive guide to setting up an event in Certain, including event details, attendee types, agenda items, and display settings.
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Reports FAQ - All Registrations by Status Report
The All Registrations By Status report shows complete and incomplete registrations grouped by registration status for an event.
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Event Promo Code Import Wizard
Instructions to import promo codes for an event using the Event Promo Code Import Wizard.
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Auto-Match Roommates
Guide to the Auto-Match Roommates feature, including summary, auto-match process, and roommate matching preferences.
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Pending Roommates
Page describing pending roommate requests and how to approve or decline them.
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Import Room Reservations
Guide to importing attendees' accommodation reservations via Excel or CSV in Certain.
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Import Accommodation Blocks
Procedure for importing accommodation blocks from a CSV file using the Accommodation Import Wizard.
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Event Intelligence - Review the performance of multiple events
Overview of the Event Program Analysis dashboard within Certain's Event Intelligence, detailing how it tracks registrations, attendees, and cost metri...
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Removing Attendees from Certain Platform when the Event has a Touchpoint Integra...
Instructions for removing attendees from Certain Platform when the event is integrated with Touchpoint.
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Controlling Which Sessions Display on the Session Catalog
Guide to filtering and displaying sessions in the Session Catalog, including highlighted and promoted sessions and default filters.
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Incomplete Registrants And Cancellation Fees
Cancellation fees are not assigned for incomplete registrations; guidance to ensure fees apply by marking Complete and reviewing Attendee Type.
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Fees - Expiration and changing amounts
Explains how fees expire and how to change fee amounts in Certain, with examples and screenshots.
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2025 Fall Release #2 (8.3.38)
Fall 2025 release notes for version 8.3.38, detailing bug fixes across Content Blocks, Forms, Attendee Types, Payment Processing, and Reporting.
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Build and Manage an Event - Step 2
Step-by-step guidance to fill in basic details for an event in the Certain platform.
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Inline Additional Registrations
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...
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Build and Manage an Event - Step 3
Step-by-step instructions for creating and customizing registration forms in the Certain platform.
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General FAQ - Managing Room Sharing and Roommate Matching
Explanation of Room Sharing and Roommate Matching (RSRM) and where to enable and configure the feature in the Certain platform.
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Event Session Summary Report
A summary of how many attendees have selected each session instance, including registration status and totals.
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Check-In: Create VIP Alert (wizard)
Step-by-step wizard to create a VIP alert in Certain Check-In, including configuration steps and attendee selection.
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Check-In: Basic Configuration
Configuration page for the Check-In Basic settings, including Temporary Access Code, Guest List options, and related features.
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Import Groups
Step-by-step guide to importing groups from a CSV file into an event.
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Assign Groups
Instructions for assigning a group to selected registrations in the Certain Help Center.
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Group List
Group List enables managing registrant groups for events, including adding, editing, importing, and assigning attendees, with optional agenda items, s...
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How to Import Accommodation Details
Steps to import and update accommodation details for registrations in the Certain platform.
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Transform Cold Leads Into Hot Opportunities with Certain
Marketing content on turning cold event leads into warm opportunities using Certain's end-to-end event experience.
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Why a Mobile Event App? Amazing Insights. That’s Why.
Overview of the rationale and benefits of using a mobile event app to capture attendee data and enable real-time insights.
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Drive a Higher ROI from Every Event
Marketing executives can improve ROI from events by leveraging rich attendee data, integrated lead scoring, and targeted content.
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Create Highly Engaging and Memorable Attendee Experiences
Certain's event marketing software for event planners helps create engaging attendee experiences with an all-in-one platform.
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Turn Event Engagement into Sales
AI-powered event management software for sales professionals that turns engagement into sales through AI-driven insights and optimized event experienc...
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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 Ultimate Guide to Event Buying Signals
A guide for marketers to leverage buying signals and AI to improve event outcomes and drive growth in B2B events.
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Turning Event Data into Gold – 7 Ways to Measure the Business Impact of Your Eve...
Video-on-demand resource outlining seven methods to measure the business impact of events using Certain's platform.
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The Event Marketing Playbook: Mobile Strategy
Tips and best practices for developing and executing a mobile strategy for events before, during, and after the event.
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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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Post-Event Metrics to Deliver
Tracking key post-event metrics around demand and pipeline creation to showcase how events deliver on business goals.
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Event Personalization at Scale
Overview of Certain's event personalization features including enterprise event management software and event intelligence.
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The Hybrid Attendee Engagement Journey
Infographic describing how to tailor attendee engagement to registration type for hybrid events.
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Get Intelligent Insights From All Your 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-...
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Event Engagement Overview
Attendees rely on their mobile devices for just about everything. View this event engagement overview to learn how to make events memorable.
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Event Data Strategy Best Practices
Infographic outlining best practices for an event data strategy to engage attendees and drive measurable outcomes.
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Elevating Event Experiences with Deep Audience Insights
A guide offering tips and best practices to drive, capture, and act on attendee engagement data and connect events to measurable business results.
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Certain Touchpoint Engagement App
Infographic page describing the Certain Touchpoint engagement app, its capabilities to engage attendees before, during, and after events, and related ...
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Certain Signal: Event Data in Action
Infographic about how Certain Signal filters noise to enable real-time action on event data.
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From Attendee to Advocate: Mastering Buyer Engagement at Events with AI & Event ...
An eBook detailing how AI and event intelligence drive attendee engagement and revenue at events.
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Event Apps for Exceptional Attendee Experiences
Touchpoint Ignite delivers personalized event experiences at any scale with tailored agendas, smart content, and meeting suggestions.
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MarketingProfs Highlight the Power of Certain’s Event Intelligence & AI in Drivi...
Summary of MarketingProfs article on leveraging Certain's Event Intelligence and AI to boost marketing ROI.
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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 and on-demand content and attendee engagem...
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Certain Announces Strategic Partnership with Capture Technologies to Enhance Eve...
Certain announces a strategic partnership with Capture Technologies to enhance on-site event operations and deliver real-time insights across the even...
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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 scalable, personalized session recommendations to accelerate bu...
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Capture Technologies | Partner
Capture Technologies delivers efficient on-site event solutions, specializing in badge printing, registration, and attendee management, with access co...
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Attendee Management | Partner
AMi provides technology-based attendee management services using event registration software to help organizations simplify event planning and attende...
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Certain Partner Network
An ecosystem of valued partners with proven solutions to help you add value to your events programs.
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What is Event Automation Software?
Definition of Event Automation Software: a technology evolved from traditional event management software to automate, personalize, and measure event m...
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What is the Proper Way to Track Event Attendees and Participants?
FAQ describing how to track event attendees and participants using spreadsheets, marketing automation, CRM, or end-to-end event management systems.
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Turning Event Data into Gold – 7 Ways to Measure the Business Impact of Your Eve...
An on-demand webinar about transforming event data into meaningful insights.
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On-Demand Touchpoint Demo
Demonstration of the Touchpoint mobile event app by Certain, showing attendee engagement before, during, and after events.
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Too Many Sessions, Activities, People to Meet: Let AI Decide
On-demand video about attendee decision fatigue and AI-assisted session selection at events.
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Event Center For Marketers and Event Planners
Learn and grow with Certain’s world-class events, past and present.
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From Attendee to Buyer: Deliver Experiences That Drive Growth
Overview of Certain's Attendee Experience platform powering personalized journeys, AI-driven insights, and integrated data to convert attendees into b...
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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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How Grand Connection Scaled Events with Certain’s Smart Event Technology
Grand Connection scales events with Certain’s Smart Event Technology to streamline workflows and enhance attendee engagement.
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What Is Data-Driven Marketing and How Does It Improve Your Event ROI?
Overview of data-driven marketing and its impact on event ROI, with steps to implement.
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Setting Event Goals: Transform Your Events into Buyer Blueprints
Guidance on creating strategic event goals to align marketing and sales, with funnel-stage KPIs.
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How AI is Revolutionizing Event Personalization: Meet Certain’s Session Advisor
Overview of Session Advisor, an AI-powered tool for personalized event experiences and attendee engagement.
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Mastering B2B Event Strategy: Harnessing AI, Intelligence, and Insights for Succ...
A guide to mastering B2B event strategy using data orchestration, AI, and event intelligence to optimize attendee engagement.
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Introducing Event Advisor: How AI Is Transforming Event Personalization
AI-powered recommendations to personalize event journeys and drive engagement and revenue.
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The Future of Events Is AI-Powered — Are You Ready?
Overview of AI-powered event management, Buying Signals, and personalized experiences to drive growth.
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Mastering Buyer Engagement at Events
A blog exploring how AI-powered event apps and event intelligence transform attendees into advocates across the buyer journey.
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Architecting Events for ROI: The Fastest Path to Buyers
A guide to turning events into ROI by designing attendee value, signaling readiness to buy, and aligning formats with buyer stages.
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Events as Living, Breathing Organisms
An exploration of treating events as adaptive, intelligent ecosystems driven by AI, intent signals, and real-time analytics to improve engagement and ...
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Dreamforce 2025 Decoded: Turn Your Next Event into a Revenue Engine
A detailed, seven-principle framework for turning events into revenue opportunities, inspired by Dreamforce 2025.
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Creating High-Impact Attendee Experiences with AI
Blog post describing AI-powered personalization and Session Advisor AI to enhance attendee experiences and drive revenue.
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The Impact of Deep Audience Insights on Event Success
Explores how deep audience insights drive event success and revenue, and introduces Touchpoint Ignite.
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3 Ways to Drive Loyal, Repeat Event Sponsors
Three strategies to increase sponsor loyalty including attendee engagement, early bird discounts with post-event surveys, and sharing event learnings.
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20 Event Formats Proven to Drive Engagement and Attendee Interaction
A blog post detailing 20 event formats to boost attendee engagement and interaction with categories and FAQs.
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Event Planning and Management Blog
Blog covering event planning, management, and intelligence insights for marketing and sales teams.
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Certain. Make Every Moment Count.
Overview of how Certain helps events become revenue engines through AI-powered engagement and data orchestration.
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Create Exceptional Attendee Experiences. Capture Every Buying Signal.
Certain enables events to deliver personalized attendee experiences and turn engagement into buying signals, accelerating the buyer journey and ROI.
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Event Planning and Management Blog
A collection of articles about event planning, buying signals, and event intelligence.