Content Creation Tools

Two methods to access password-protected forms in Certain: Forgot Password email flow and direct log-in via Reg ID URL.

Overview of the HTML Editor in Certain Help Center, including usage, modes, and security considerations.

Overview of how emails are sent in the Certain platform, including group and individual messaging.

Details for administrators to update account information, including contact details and invoicing notes.

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

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

Instructions for using an Entry Page, setting up a waiver, and configuring login options in Form workflows.

Overview of how Certain creates and shares URLs for online forms and websites and how to deliver them to attendees.

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

Instructions to add a custom header and footer to reports using the HTML Editor, including data field insertion and output format notes.

Instructions for composing and sending email messages to individual profile contacts from the Email page.

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.

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.

Instructions for the Events Calendar Web Page: how it displays active events and how to filter by Live status or by a report.

Documentation for configuring and using the Events List page in Certain's Websites, including the Events List Table fields and default no-events text.

Overview of the Event Details Page in the Certain Help Center, including access path and dynamic data fields for event information.

Account Websites lists all account-level websites created for the current account and provides actions to create, edit, preview, and manage favorites.

Instructions to add a custom header and footer to reports in Certain's Consolidated Reports, including HTML Editor usage and PDF/Excel format notes.

Options for display and print settings of event reports in Certain.

Official support hours, real-time assistance availability, 24/7 ticket submission, urgent support guidance, and the helpdesk email.

Step 7 provides a readiness checklist for online registrations.

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

Release notes for Certain 7.1.4 detailing bug fixes across admin interface, country list, email, forms, groups, reporting, and session management.

Release notes for Certain 7.1.2 covering enhancements and bug fixes across payment processors, digital events, form sessions, API, email, event lists,...

Release notes for Certain 7.0.4 including enhancements and bug fixes.

Help center article describing Meeting Requests for Websites, including page content, labels, and viewing options.

Guide to enable and configure Automatic Event Waitlisting, including capacity, email templates, event options, and waitlist form setup.

Instructions for searching for Websites across events and accounts in the Certain Help Center.

Guide to using the Search feature across Registrations, Profiles, Events, Forms, and Websites.

Guide to configuring the My Profile section within a website on the Certain platform.

Explains how to configure Section Header in registration forms, including Text Above Header, Header Text, and Text Below Header, defaults, formatting ...

Instructions to add and configure Custom HTML sections in a registration form, including headers, HTML content, and display conditions.

Settings and instructions to configure the confirmation page for an event registration form, including email confirmations, itinerary, calendar add-on...

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

Configuration options for the look and feel of event forms, websites, and emails.

Configuration guide for email notifications when event capacity thresholds are reached.

Documentation on grouping reports with up to three levels, including sorting, date grouping, and display options.

Configuration of display, data export, and print settings for Supplier Reports in the Certain platform.

Guide to adding and formatting custom headers and footers for supplier reports using the HTML Editor.

Instructions to customize headers and footers for a custom report across formats, including dynamic data fields and the HTML Editor.

Options to control display and print formatting for Event Reports in the Certain Help Center.

Overview of the Setup Dashboard in the Certain event platform, detailing header, event details, standard modules, and additional modules for event con...

Instructions to email a group of registrations using an email template, including selecting registrants, choosing templates, editing the message, and ...

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 for creating, editing, and managing speaker email templates in the Certain event platform, including dynamic fields and attachments.

Instructions for creating and using event-level printable confirmation templates, including headers, barcodes, sections, and notes.

An illustrated PDF guide describing how to manage Sessions and Speakers in an event.

Concise overview of the Speaker and Session Management module provided as a PDF, with access instructions and links to related articles.

Instructions for sending emails to attendees from the event management interface, including templates, fields, attachments, and previews.

Help Center article detailing how to add and format custom headers and footers for profile reports, including supported formats and data-field usage.

Instructions for displaying subtotals in printable Profiles reports, including grouping and total options.

Account-level templates for printable confirmations, including template details, barcode options, and section headers.

Guide to configuring account-level HTML content blocks in the Certain platform, including usage in emails, forms, websites, and conditional display ru...

PDF guides detailing how to configure and use Certain Signal to integrate with third-party applications (Marketo, Eloqua, Salesforce, Webhooks, Zoom, ...

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

Instructions for sending confirmation emails to registrants who have made partial payments in the Certain platform.

Release notes for 2025 Summer Release #4 (8.3.34) covering fixes across Agenda Sections, Country List, Email, Registrations, Locations, Session Blocks...

Release notes for 2025 Summer Release #2 (8.3.32) covering bug fixes for Custom Statuses, Email encoding, Event Dashboard, Registrant Details, Promo C...

Infographic outlining ten key features to consider in event management software.

Infographic about using AI prompts to drive registrations, personalize engagement, and deliver event ROI.

Release notes for 2025 Spring Release #3 (8.3.26), detailing bug fixes across accounts, agenda items, emails, forms, itineraries, imports, and the spe...

Guide to color theming options, defaults, and editor mappings for Touchpoint color themes.

Overview of Content Display concepts for event forms, websites, and emails, including Display Fields, Content Blocks, and Display Rules.

Instructions for managing event and account assets, including uploading, viewing, resizing, and adding images to event websites.

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

Guide describing how to modify hyperlink appearance on forms and websites using CSS.

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

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 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.

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

Guidance on configuring the primary display settings to adjust colors, fonts, header/footer, and layout for forms and emails.

Step-by-step guide to add a hyperlink to an image or banner in an HTML editor on the Certain platform.

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.

Notes on when to select an email template for accepted registrations in Certain's workflow.

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

Infographic with tips for setting up successful sales meetings at events.

Tracking key post-event metrics around demand and pipeline creation to showcase how events deliver on business goals.

Infographic about combining data from marketing automation and events to deliver ROI. Includes resources and solutions for event marketers.

Infographic detailing a structured data lifecycle to transform raw event data into actionable insights.

Infographic describing how marketing events are changing and the expanded role of event marketers.

Guidance on collecting and using attendee data to personalize engagement and achieve measurable outcomes.

Infographic about delivering business objectives through digital events and related resources.

Infographic about filtering noise in event data to enable real-time action by sales and marketing teams.

Infographic explaining how to understand audience data from events and how to act using technology.

Thanks to visitors at IMEX America 2023. This page highlights resources on Event Intelligence, Event Management, and Event Engagement.