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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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Speakers and Sessions from Platform to Touchpoint
Overview of how speakers and sessions transfer from the Platform to Touchpoint in the Touchpoint Knowledge Base.
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Marking a form as "Primary" - What does this do
Explains the effects of marking a form as the Primary form, including how it affects emails and display sections.
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How to set up a Form's Entry Page
Guide to configuring the Entry Page for a Form, including permissions, waivers, security, passcodes, SSO, and messaging.
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Speaker Catalog Designer
Instructions to set up a Speaker Catalog in an event that has Speaker and Session Management and Conference Sessions sub-module enabled.
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Conference Catalogs
Guide to managing session and speaker catalogs in the Certain Platform.
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Review Sessions (Reviewer Portal)
Documentation for configuring the Reviewer Portal page used by reviewers to review assigned sessions.
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Session Catalog Designer
How to set up and configure a Session Catalog using the Session Catalog Designer in Certain Platform.
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Login (Reviewer Portal)
Configuration guide for the Reviewer Portal login page, including background graphic, sign-in options, and layout.
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Reviewer Portal
Prerequisites and navigation for configuring the Reviewer Portal in events, including required modules and session layout settings.
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Sessions (Manage Reviews)
Instructions for managing session reviews, including Submitted, Under Review, and Approved lists, filters, and tiered review workflows.
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Session Reviews
Dashboard page summarizing the current status of session reviews in the Speakers and Sessions management module.
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Certain Check-In iOS Quickstart Guide
A brief guide to using the Certain Check-In iOS app for on-site attendee check-in and walk-ins.
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Event Intelligence - Review the performance of a single event
Guide to using the Performance Dashboard for a single event in Event Intelligence, including totals, demographics, and session data.
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Adding Speakers to Sessions vs. Session Instances
Instructions for managing Master Speakers and instance speakers for sessions in Certain's platform.
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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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Magazine, Promoted, and General Styles for Speaker and Session Catalogs
Overview of the three display styles for speaker and session catalogs and how to configure highlighted and promoted sessions.
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Adding Catalogs, Syncing Sessions and Speakers in the Catalog List
Multiple catalogs can be created for a single event with separate displays for VIP or General attendees, or to highlight a speaker and their sessions.
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Approvals and Recommendations
Session Reviewers can create and manage recommendations across review tiers, including automatic processing.
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Setting Up Reviewers -- Adding/Importing/Login
Instructions for creating, importing, and emailing reviewers for session reviews on the Certain platform.
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Speaker Portal Access: Submit a Proposal & Sign In
Overview of submitting a proposal for the Speaker Portal and signing in, with setup instructions for portal pages and login.
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Catalog - Designing the Registrant Login Session Experience
Documentation on configuring the registrant login and session display experience in the catalog.
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Themes, Best Practices, Misc - Adding JavaScript, Images size for Banner, etc
Tips and best practices for theming and configuring session catalogs, including where to find themes and how to use Additional Settings.
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Reviewer Portal Page Layout
Instructions for editing the Reviewer Portal pages, including the Portal page, profile layout, and session layout.
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Single or Multiple Session Review Tiers
Guide describing how to create up to five session review tiers, including default tier, visibility, privileges, email templates, and recommendations.
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Session Advisor FAQ's - Session Catalog
FAQ about Session Advisor AI in the Session Catalog, including how it works, setup, performance, and privacy.
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Advanced Template
Documentation for creating and editing the Advanced Template in the Certain platform, including Display Fields and Content File usage.
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Add To Calendar Updates
Upcoming changes to Add to Calendar with AddEvent integration in the Certain platform (7.1.7).
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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 Spring Release #5 (8.3.28)
Release notes for the 2025 Spring Release #5 (8.3.28), including enhancements to Registration Administration and fixes for Agenda Items, Stripe paymen...
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2025 Spring Release #2 (8.3.25)
Release notes for 2025 Spring Release #2 (8.3.25), including enhancements and bug fixes.
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Delete/Delink Webinars from your Event or Sessions
Guidance on deleting or delinking webinars from events or sessions using Certain's Signal integrations, with step-by-step instructions.
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Activating Session Waitlist Automation
Instructions to enable automated waitlist processing for session registrations in Certain 8.0.
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Session Related Links: Syncing from Platform to Touchpoint
Guidance on syncing session related links from Platform to Touchpoint using the Touchpoint: Related Link tag.
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Digital Events - How to Share Webcast/Webinar Details using Email and Session Ca...
Instructions for adding the webcast join URL and Session Catalog link to an Email Template in Digital Events.
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Adding Speakers on Sessions and Instances
Guidance on assigning master speakers to sessions and specific instances, including imports.
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Adding Sessions - One by One or Via Import
Certain enables manual or bulk session creation using Standard or Conference Layouts, including step-by-step import and one-by-one addition.
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Session Tracks - Uses and Workflow
Overview of how Session Tracks are used and the workflow for adding tracks and assigning reviewers.
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Adding Speakers to Sessions
Instructions for adding speakers to a Session with Instances in the Certain Help Center.
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Update Full Capacity/Inventory Messages
Instructions to update messages for full inventory items or reached capacity for sessions and agenda items.
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Setting Up Digital Sessions
Guidance for configuring digital sessions with Zoom or ON24 using Certain Signal on the Certain Platform.
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Digital Events Email Templates
Email template sent to new digital event registrants, with editing and best-practice guidance.
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Reviewer Email Templates
Guide to creating and managing reviewer email templates for session reviews in Certain.
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Speaker and Session Management User Guide
An illustrated PDF describing how to manage Sessions and Speakers in an event. The PDF can be opened or printed and requires enabling the Speaker and ...
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Event Session and Speaker Summary Report
A summary list of all qualified sessions and their speakers for an event.
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Sessions Report
A detailed list of all sessions in the event and related reports.
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Event Session Status Summary Report
A summary of the numbers of attendees registered for each instance of the event's sessions.
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Speakers Report
A detailed list of all speakers assigned to an event, including profile data, bios, abstracts, and upload status of speaker agreements and photos.
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Check-In: Session Configuration
Instructions to enable session check-in and manage walk-in attendance for sessions in Certain Check-In.
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2025 Winter Release #5 (8.3.23)
Release notes for the 2025 Winter Release #5 (8.3.23) in the Certain Help Center.
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Session Reminders
Automated, scheduled session reminder emails with Dynamic Data Fields, templates, scheduling, testing, and analytics.
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Speaker and Session Management User Guide
Guide to configuring Speaker and Session Management in Certain, including Conference Sessions, with setup, sessions, speakers, tracks, and reports.
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Recurring Classes - What you need to know...
Overview of recurring sessions, delayed creation, fees, conflict checks, check-in, and edits.
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10 Things to Look for in the Best Event Management Software
A concise guide listing ten key features to evaluate in an event management platform.
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From Signals to Sales: Activating Intent Data from Events
Video on demand webinar transcript about activating intent data from events.
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Connect Certain with Your Application Ecosystem
Power your marketing and sales ecosystem with connected event operations and insights. Certain integrates across your entire enterprise stack, streaml...
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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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Certain Launches Powerful Event Buying Signal Solution to Fuel Pipeline Growth a...
Certain announces an AI-powered event buying signals suite to transform event activity into actionable buying signals for marketers.
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From Signals to Sales: Activating Intent Data from Events
This on-demand webinar shows how to translate intent data into actionable intelligence that drives pipeline and accelerates deals.
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AI-Powered Attendee Journeys
Event Advisor personalizes each attendee’s experience with AI recommendations, while capturing rich engagement data and intent signals.
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From Signals to Sales: How to Turn Event Engagement into Revenue
Recap of a webinar on activating event intent data to turn engagement into revenue and strategies to act on signals across pre-, during-, and post-eve...
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How to Turn Your Audiences Into Customers Using AI
Explains how AI-powered insights and automation turn event attendees into customers through personalization and optimized follow-ups.
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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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From Engagement to Revenue: Activating Event Buying Signals
Explains how event buying signals reveal buyer intent and how to activate them to drive revenue from events.
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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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AI-Powered Post-Event Follow-Ups: A Game-Changer for Event Marketers
Explains how AI-powered post-event follow-ups close the engagement gap and accelerate revenue for event marketers.