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General FAQ - Managing Registrations
Overview of how registrations and profiles are created and managed for events in Certain's platform.
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How to Copy an Event
Instructions to locate and copy an event in Certain's Help Center.
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Meeting Requests (Home)
Overview of the Meeting Requests list, filters, and actions on the Meeting Requests (Home) page in the Certain Help Center.
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Profiles FAQ - Inviting or Registering Profiles
Instructions for inviting or registering profiles for an event, including selecting profiles, applying filters, and managing registrations.
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Meeting Requests (Websites)
Help Center article describing Meeting Requests for Websites, including page content and label customization.
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Registrations FAQ - Updating a Group of Registrations
Mass actions enable you to perform actions on a group of registrations from the Mass Action drop-down list.
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Sel? and Web? options
Warning about using Sel? and Web? options for Agenda Item Questions and their impact on agenda items and registrations.
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Custom Questions
Guide to adding and managing custom questions for event registration in Certain.
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Update Full Capacity/Inventory Messages
Guidance to update full capacity or inventory messages for sessions and agenda items in Certain's Help Center.
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Forms FAQ - Setting Up the Agenda Search Section
Instructions for configuring labels and behavior of the Agenda Search section in the forms.
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Forms FAQ - Creating a New Form
Instructions to create a new registration form in the Certain platform, including navigation steps and related articles.
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Questions
The Questions page explains how to create and configure custom questions for registration forms and related areas in Certain.
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Copy Registration Form
Instructions to copy an existing registration form on the Certain platform.
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Previous Release Notes (Links)
A help center page listing links to prior Certain release notes.
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Required Fields Messages
Message labels and default values for required-field validation in forms.
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Getting Started with Certain
Overview of Certain Platform and getting started topics for event automation.
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How to Mark an Event as Favorite
Instructions to mark an event as favorite in the Certain Help Center
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Multi-Page Lists
Overview of how data-list pages in the Certain Help Center handle pagination, filtering, and remembered preferences.
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Global Navigation Icons
Overview of the global navigation bar features in Certain, including the Support bot, Recent Items, Favorites, Page Help, Training, and System/User se...
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My User Information
Instructions to update personal user information and password in the Certain Help Center.
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Custom HTML (Registration Form)
Article describing how to use Custom HTML sections in the registration form and how to manage sections.
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Questions Section Details (Registration Form)
Instructions for adding and editing a Questions Section in a registration form, including headers, questions, and display conditions.
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Questions (Registration Form)
Guide to configuring and using questions in the registration form, including prerequisites, sections, verification, and backwards compatibility notes.
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Agenda Items: Advanced (Custom Questions)
Legacy feature to assign custom questions to agenda items for event registrations; includes cautions and best practices.
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Custom Profile Data
Details on profile data, custom questions, and default fields for registrations in Certain's platform.
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Reviewer Portal
Steps to enable and configure the Reviewer Portal in Certain Help Center, including required modules, session layout, and navigation.
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Basic Navigation Within Certain
Overview of Global Links and Primary Navigation in the Certain Help Center.
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Report List
Overview of the Event Reports List with how to run, filter, create, and copy reports in the Certain Help Center.
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Registration History (Attendee)
Documentation on viewing and adding history items for an attendee's registration in Certain.
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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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Event Dashboard
Documentation for the Event Dashboard, including Setup and Registration Dashboards, navigation, and available actions.
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Privacy Compliance
Administrators can access privacy compliance settings when the Data Privacy Module is enabled; sub-modules include Russian Data Privacy and Profile An...
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Email FAQ - Sending Email
Instructions to send emails from the Certain Platform to a single registrant or a group.
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Adding Questions to Agenda Items
Legacy feature article describing how to assign custom questions to agenda items and related cautions.
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Reports FAQ - Collecting Multi-Event Data for Consolidation Reports
Overview of multi-event data, consolidation reports, and how to collect custom event data.
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Reports FAQ - All Registrations by Status Report
Overview of the All Registrations By Status report, including status classifications and comparisons with Completed Registrations by Attendee Type.
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Account Room Types
Instructions for managing account-wide Room Types used in Accommodation Blocks.
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Events Calendar Web Page
Instructions for the Events Calendar Web Page: how it displays active events and how to filter by Live status or by a report.
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Event Details Page
Overview of the Event Details Page in the Certain Help Center, including access path and dynamic data fields for event information.
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Web Site Home
A generic Home page to place static content for display on the public side of the website.
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Registrations FAQ
FAQ covering how to create, find, edit, import, and manage registrations within the Certain platform.
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General FAQ - Using Username (PIN) Fields
Definition and behavior of Username (PIN) fields in the Certain platform.
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Certain Support
Overview of access to the Certain Support Site and the available support channels.
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Search For Websites
Instructions for searching for Websites across events and accounts in the Certain Help Center.
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Search For Profiles
Guide to searching for profiles across accounts using fields, operators, text, and pagination in the Certain Help Center.
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Search
Guide to using the Search feature across Registrations, Profiles, Events, Forms, and Websites.
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Website News Page
A generic page for static content displayed on the public side of the website.
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Event List (for Reviewers)
Instructions for reviewers using the Event List in Certain, including access, sorting, and event column details.
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Report Setup (Suppliers)
Documentation for creating and editing custom Suppliers reports in the Certain platform, including page sections and controls.
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Supplier Detail Information
Page describing how to edit or add supplier details, including standard fields, hotel information, and venue information.
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Digital Events Email Templates
Email template automatically sent to new digital event registrants; editable when the Digital Events module is enabled.
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Scheduled Emails Guide (PDF)
A help-center article that directs users to the PDF guide explaining the process of scheduling emails in Certain.
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Speaker and Session Management User Guide
An illustrated PDF guide describing how to manage Sessions and Speakers in an event.
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Introduction to Speaker and Session Management (PDF)
Concise overview of the Speaker and Session Management module provided as a PDF, with access instructions and links to related articles.
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Pick Report Columns (Profiles)
Instructions to select, reorder, and customize data columns for profile reports in the Certain platform.
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Custom Event Data
Documentation on Custom Event Data in Certain Help Center, including access, usage, and management of custom event data and questions.
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2025 Summer Release #5 (8.3.35)
Release notes for 2025 Summer Release #5 (8.3.35) including fixes for Forms>Inline Additional Registrations, Attendee Types to Display, and updates to...
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2025 Spring Release #6 (8.3.29)
Release notes for the 2025 Spring Release #6 (8.3.29), detailing enhancements and bug fixes.
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How to enable Attendee to Attendee Messaging
Instructions to enable Attendee-to-Attendee Messaging in Touchpoint.
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Speaker Portal Page Logic
Instructions for adding display logic to Speaker Portal pages in the Certain Help Center.
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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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Adding Questions to a Form
Guidance on adding custom questions to a form in the Certain platform.
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Mass Action Report Error
Error message and steps to resolve when a mass action is currently running in another active request.
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Deactivating a User From An Account
Instructions for administrators to deactivate a user from a Certain account, including limits and steps to remove a user.
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Using Agenda Items and Logic Rules to Apply Discounts
This article explains how to use agenda items and logic rules to apply discounts to registrations in the Certain platform.
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Custom Questions
Overview of using custom questions to collect event-specific registration data in Certain.
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Sel? and Web? options
Warning against using Sel? and Web? options for Agenda Item Questions and how these options can remove agenda items from registrations.