Attendee Management

Guide to using Participant Types to group attendees and restrict features in Touchpoint.

Instructions for bulk uploading content into Touchpoint using Excel templates, including preparation, import steps, and mapping fields.

Overview of Attendee Types and how to set them up in the Certain platform.

Overview of two methods to access password-protected forms: Forgot Password email flow and Reg ID URL method.

Guidance for configuring an event in the Certain platform, including event details, attendee types, agenda items, payments, accommodations, and displa...

Instructions for inviting or registering profiles for an event in the Certain Help Center.

Overview of attendee financials including transactions, payments, refunds, invoices, and general ledger setup in the Certain Help Center.

Instructions about sending emails for accepted registrations and when to select an email template.

The system sends text or HTML emails in various scenarios, including registrations and communications to groups or individuals.

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

Documentation on configuring additional registrations for attendees on a single order form in Certain.

Guide to configuring the Accommodations section of Attendee Forms, including Entry, Date collection, listing, payment options, and room roommate setti...

The Registrant Details section collects a registrant's personal contact information in an event registration form.

Help article describing how to create and manage a registration, including contact information, registration details, and related options.

Guidance on creating and managing speaker email templates for event communications, including dynamic fields and From/Reply To settings.

Guide for scheduling emails to registrants within Certain Platform, including enabling, setting up, and managing scheduled emails.

Instructions for sending confirmation emails to registrants with partial payments, including creating a Partial Payment Confirmation Email template an...

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

Touchpoint Ignite delivers personalized, data-driven event experiences at scale with a mobile app and AI-powered insights.

FAQ page for managing events in the Certain Help Center, including editing settings, attendee types, agenda, and badges.

Instructions for automatically waitlisting registrants for an event when capacity is reached and registering them automatically when spaces become ava...

Instructions for configuring and using the Appointment Preferences section for attendees, including setup and usage guidance.

Instructions on configuring the order of sections on a form, including Page Layout and Online Form Sequence, and how page delimiters affect display an...

Details about attendee types, their configuration, fees, and room visibility in Certain's event platform.

Guidance for adding or editing conference sessions within the Speaker and Session Management module of Certain.

Instructions for managing Registration Contacts in the Certain Help Center, including adding, editing, and using contacts in events.

The Setup Dashboard is the planner’s home page for configuring event details, attendee types, questions, schedules, reports, forms, emails, and additi...

Documentation on viewing and adding history items for an attendee's registration in Certain.

Instructions for sending email to a registrant from an event using the Email (Attendee) feature in Certain.

The Attendee Profile page contains contact and registration information for an attendee, including Attendee Type and Status.

Summary report showing completed registrations grouped by attendee type with bar and pie charts and a report table.

Instructions for managing account-level content blocks in Certain's Help Center, including creation, editing, and usage across Email Templates, Forms,...

Blog posts about event planning and management.

Guidance for managing attendee room reservations, blocks, sharing, and related details within the Accommodations (Attendee) section.

Help article describing how to view and assign session information to attendees in Speaker and Session Management.

Overview of logic rules for Attendee Form in Certain Plan registration.

Details of attendee travel arrangements for events, including travel preferences, traveler information, flights, and individual flights.

Explanation of the Agenda (Attendee) page, including navigation, personal agenda, agenda item information, and guest list details.

Overview of the Registration Dashboard with sections for completed registrations, status, and review tasks.

Guide to using the built-in Forgot Password feature in Certain forms, including email templates and form setup.

Documentation of the entry page for attendee registration, including permissions, waiver, login, passcodes, SSO, and related options.

FAQ for configuring and using forms in the Certain platform.

An eBook explaining how AI and event intelligence turn attendees into advocates and help measure event impact.

Instructions on adding registrations and creating online registration forms for events, with a list of available form sections and their purposes.

Instructions to send emails from the Certain Platform to a single registrant or a group.

Instructions for creating and managing online registration forms within the Certain platform.

Guidance on configuring mass actions that run automatically when exporting a report.

Instructions for adding and editing a Tier in the Speakers and Sessions Management workflow of the Certain platform.

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 creating marketing elements to promote event registration, including links, websites, and email templates.

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

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 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.

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.

Display refers to the look and feel of your event forms, websites and emails.

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

Email template automatically sent to new digital event registrants; editable when the Digital Events module is enabled.

Overview of viewing and managing scheduled emails in a Certain event, including the active emails list and copied event behavior.

Help article describing how to create and manage reviewer email templates for session reviewers in Certain.

Instructions to create, edit, and delete an email template within an event in Certain.

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

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.

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...

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.

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.

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.

Instructions for creating fully customized email templates for events or forms in the Certain platform, with styling tips and an example.

Explains an error when no Event Form is marked as Primary and how to designate a Primary Form to fix the issue.

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.

Guide to configuring and generating badges in Certain, describing the Badges V2 module.

Best practices for naming Content Blocks and Display Rules to avoid server errors and issues with email templates.

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

Instructions for creating and importing reviewers, and reviewer email templates.

Certain enables up to five review tiers, including a Default Tier, with per-tier due dates, privileges, and email templates for session reviews.

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

Guidance on avoiding special characters in Display Rule or Custom Block names to prevent errors in Email Templates.

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.

Guidelines to customize email content for different registrant answers using content blocks and display rules in Certain's event setup.

How to convert an email address in an email template into a clickable hyperlink.

Instructions to attach a file to email templates in Certain, including single attachments, zip files, and external links.

Guidance on sharing webcast join details via email templates and linking to the Session Catalog for Digital Events.

Guidance on using Display Rules to include Personal Agenda items in an Email Template.

Guidance to prevent extra bullet points in Outlook when using Content Block in email templates by inserting a hidden div.

Guide on using Content Blocks and Display Rules to create dynamic email templates based on registration values.

Guide to enabling, configuring, and tracking scheduled emails in Certain Platform.

Overview of email template creation, editing, scheduling, and attachments for event communications in the Certain platform.

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.

Session Reminders lets you automatically send scheduled reminder emails for sessions with templates and analytics.

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.

Details about how agenda item quantities are displayed in event reports, including the Quantity and Quantity Label options.

Guide for exhibitors on using the VIP Exhibitor Portal to manage profiles, upload materials, register staff, configure lead-scanning fields, and view ...

Overview of how lead retrieval works in the Exhibitor VIP portal and app, including administrator setup and lead scanning.

Guidance on using Attendance Tracking to manage session check-ins with QR codes and Lead Code fields.

Explanation of how the Incomplete registrations setting reserves inventory for incomplete form progress to prevent overbooking.

Guidance on manually matching roommates or using automated matching in Plan > Accommodation > Roommates.

Details how Windows printing differs from iOS/Android and how to adjust Windows settings to improve badge print quality.

Guidance for selecting on-site badge printers for use with the Certain platform.

Workaround using Avery's online design tool to create templates, merge with Certain data, and print or export to PDF.

Devices and printer recommendations for using Certain Check-In.

Instructions to enable automated processing of waitlisted attendees when capacity becomes available in Certain 8.0.

Validar provides attendee behavior tracking solutions for digital, hybrid, and physical events.

fielddrive provides onsite event check-in solutions with tools to enhance attendee experience. The partnership enables fast check-ins, eco-friendly ba...