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Registration Overview
Overview page for the Registration area in Administrator Account Settings; lists sections such as Profile Data, Financial Data, Tax Codes Settings, Pr...
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Administering Certain
Overview of account administration features in Certain: account settings, administration, registrations, management, reports, and implementation.
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Custom Question Information (Attendee Answers)
Overview of viewing and editing attendee responses to custom registration questions in the Certain Help Center.
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Promo Codes
Guide to creating, listing, and managing promo codes and discounts for event registrations.
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Attendee Types
Documentation detailing attendee types, their configuration, fees, capacity, and related features for events.
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SSO Configuration
Instructions for configuring Single Sign-On in Certain's event platform for administrator users.
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Event Invoices
Guide to using and editing event-level invoice templates, including templates, editing sections, and account-level invoices.
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User Information
Documentation for managing users and account settings in the Certain platform.
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Assigning User Types
Guide for assigning user types to Certain Users and the permissions of each User Type.
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Registration Statuses (for tags)
Instructions for tagging standard and custom registration statuses and related API notes.
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Check-In Settings
Configuration of branding and settings for the Certain Check-In app, including logo, header background, and event list retention.
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Creating User Accounts
Guidance for creating and managing Users within a Certain account, including user types, visibility, and password handling.
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Live Polling
Instructions for using Live Polling with Touchpoint, including setup, branding, playback, and audience display.
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Event Setup: Attendee Types
Overview of Attendee Types, their uses, and how to create new Attendee Types.
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General FAQ - Setting Up Accounts
Overview of account structures, sub-accounts, and customizing profile questions for configuring access and data separation in the Certain platform.
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General FAQ - Managing Profiles
Overview of managing profiles, difference from registrations, custom profile data, profile management, messaging, online access, and account structure...
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General FAQ - Setting Up Users
Overview of how to set up and manage system users and assign user types in Certain's Help Center.
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Custom Profile Information
Details about the Questions tab and allowed types of custom profile questions.
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Branding & Footer (Reviewer Portal)
Instructions for branding and footer configuration in the Reviewer Portal for events.
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Promo Codes – Quick Guide
Brief PDF guide describing how to set up Promo Codes for events and the requirement to enable the Registration Groups as Promo Codes sub-module.
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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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Discount Import Wizard
Instructions to import discounts into an event from a CSV file using the Discount Import Wizard.
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Build and Manage an Event - Step 5
Step 5 explains how to customize the look and feel of an event using template, basic display, or advanced display options.
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Global Navigation Icons
Overview of the global navigation icons in Certain Help Center, including the Support bot, Recent Items, Favorites, and Page Help.
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My User Information
Use the options on this page to update basic user information and change your password.
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My Profile
Guide to configuring the My Profile section within a website on the Certain platform.
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Promo Codes (Attendee Form)
Guide to configuring promo codes for attendee forms, including setup, sequence placement, and error handling.
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Registrant Details (Attendee Form)
Overview of the Registrant Details section of the registration form, including header configuration, field selection, and options.
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Create a New Profile, or Edit a Profile
Guide to create or modify a profile in Certain's Help Center, including required fields and data sections.
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Security Settings
Account Settings security options for PCI compliance, including session timeout, password expiration, and email-related settings.
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Data Format
Administrators can limit fields affected by data reformatting on the Data Format page.
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Custom Profile Data
Guidance on profile data, custom questions, and default field settings in Certain's registration system.
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Sub-Accounts
Guidance on creating and managing sub-accounts within an account, including required fields and options.
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Account Settings
Overview of account-level settings for all users and administrators, including reports, management features, and integrations.
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Custom Display Fields
Guide to creating and using custom display fields in Certain's platform.
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2025 Summer Release #6 (8.3.36)
Release notes for the 2025 Summer Release #6 (8.3.36), detailing fixes across agenda items, asset uploads, badges, display rules, event copy, registra...
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2025 Summer Release #2 (8.3.32)
Release notes for 2025 Summer Release #2 (8.3.32) covering bug fixes for Custom Statuses, Email encoding, Event Dashboard, Registrant Details, Promo C...
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2025 Spring Release #7 (8.3.30)
Release notes for the 2025 Spring Release #7 (8.3.30), including enhancements and bug fixes.
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2025 Spring Release #2 (8.3.25)
Release notes for 2025 Spring Release #2 (8.3.25) covering admin Save and Close button enhancements and fixes.
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2025 Winter Release #5 (8.3.23)
Release notes for the 2025 Winter Release #5 (8.3.23), detailing enhancements, fixes, and improvements.
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2024 AI Trends for Event Management
A guide explaining how Artificial Intelligence (AI) is transforming the event industry and outlining AI trends for 2024 and beyond.
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2025 AI Trends for Event Management
An eBook exploring how Artificial Intelligence is transforming event management and the AI trends shaping the industry in 2025 and beyond.
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From Engagement to Revenue: Activating Event Buying Signals
An overview of event buying signals and how to turn attendee engagement into revenue.
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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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What to Look for in AI-powered Event Technology
Overview of criteria for selecting AI-powered event technology, including transparency, prediction, ROI, conversion, real-time optimization, and ethic...
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Assigning User Types
Overview of available user types and how to assign access and permissions in Certain.
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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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Administrators - PayPal Setup Requirements
Instructions for administrators to configure a PayPal account within Certain.
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Themes, Best Practices, Misc - Adding JavaScript, Images size for Banner, etc
General tips and best practices for Session Catalog, including themes and branding considerations.
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Administrators - Account-Level Custom Profile Data
Overview of account-level profile data, custom questions, and default fields in Certain Platform.
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Advanced Template
Documentation for creating, editing, and managing the Advanced Template in Certain's Help Center.
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Removing Access to a Sub-Account
There is no option within Certain Platform to delete Sub-Accounts; you can remove access to a specific Sub-Account for all Users.
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Adding/Removing Full Credit Card Information Access for a User
Instructions to grant or revoke full credit card number access for a user in Certain's account management.
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Data Extraction Guide
Guide to extracting historic profile, registration, and event data from Certain using custom reports.
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Custom Questions
Overview of using custom questions to collect event-specific registration data in Certain.
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Promo Codes Guide
Guide to using the Registration Groups as Promo Codes module in Certain.
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2025 AI Trends for Event Management
A guide exploring how AI transforms event management in 2025, detailing agentic AI, event intelligence, practical applications, and nine trend traject...
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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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How can I still deliver on my business objectives through digital events?
A guide on delivering business objectives through digital events by leveraging seamless integrations, branding, and attendee insights.
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Event Data Strategy Best Practices
Best practices for leveraging event data to personalize engagement and drive measurable outcomes for marketers and sales teams.
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Are Your Events Working Hard Enough?
A guide on using event data to enrich attendee insights and drive lead nurturing.
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Marketing In a Post-Digital World
A guide to real-time marketing and event automation in a post-digital era.
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Drive a Higher ROI from Every Event
Marketing executives can use Certain to drive ROI from events through attendee data, personalization, and insights.
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In-Person Events Easily Planned, Delivered & Repeated
Overview of Certain's event management platform for planning, replicating, and optimizing in-person events with templates, branding, and insights.
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Unify Virtual and In-person Audiences With a Consistent and Engaging Hybrid Even...
Unifies virtual and in-person audiences with a consistent, engaging hybrid event experience using engagement tools, data unification, and scalable tem...
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Event Management Consulting Services
Certain’s consulting team provides event management consulting, implementation, and insights to optimize event performance.
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Reading Your Buyer's Mind On-demand Webinar
On-demand webinar showing how to unlock buyer intent through event data with engagement tools and AI insights.
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Igniting Event Experiences with Touchpoint Ignite
On-demand webinar about unlocking buyer intent through event data and advanced engagement tools.
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Demandbase | Partner
Demandbase is a powerful targeting and personalization platform that identifies target accounts and engages them with relevant content to drive revenu...
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Event Center For Marketers and Event Planners
On-demand webinars and events for marketers and event planners.
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Bolder Brand Moves Start With Better Data: What’s Next for Events in 2019
Explores how data and personalization shape event marketing in 2019 with insights from industry leaders.
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How to Turn Your Audiences Into Customers Using AI
Overview of using AI to personalize event marketing and convert attendees into customers.
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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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Maximizing Event Success with Signal-Based Solutions: A Catalyst for Marketers t...
Explains how signal-based solutions enable real-time insights, personalized engagement, and AI-driven lead nurturing to improve event ROI.
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Event Strategies to Accelerate the Buyer Journey
Explains how AI-powered event intelligence accelerates the buyer journey by analyzing engagement data, predicting actions, and personalizing attendee ...
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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.