-
Participant Type
A guide to using Participant Types to group users and restrict features by participant type in Touchpoint.
-
In-App Links
Guide to linking within the Touchpoint app using in-app links and URL construction.
-
My Credits
Guide to managing education credits, credit types and certificates for sessions.
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Live Polling
Live Polling with Touchpoint provides real-time feedback. No extra gear is required.
-
Event Setup: Contact
Information about the Registration Contact and how to create or edit it within the Event Setup section.
-
Event Setup: Attendee Types
Documentation on creating and using Attendee Types for event management, including setup, uses, and configuration options.
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Basic Template
Documentation on creating and editing the Basic Template used in the Certain Help Center Attendee Experience.
-
How to Close Registration for an Event
Step-by-step instructions to close event registration via Form settings or Event Status, with notes on statuses and closing messages.
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General FAQ - Importing Registration Data
Guidance on creating registrations from existing data via external files or profile-based methods.
-
Email FAQ - Sending Email
Guidance on sending emails from within the Certain Platform, including sending to a single registrant or a group.
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Event FAQ - Working with Agenda Items
Instructions for creating, editing, and managing agenda items, including import/export, inventory, fees, and planning.
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Adding Questions to Agenda Items
Legacy feature enabling custom questions to be assigned to agenda items to support event policies such as ticketing.
-
Registration Overview
Summary page in the Registration area of Account Settings for administrators, listing data from Custom Profile Data, Financial Data, Printable Confirm...
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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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Define Report Export Actions (Setup)
Instructions for configuring up to three mass actions triggered when exporting a report.
-
Choose Report Filters (Account Reports)
Documentation on configuring report filters for account reports, including Date, Standard, Drill-Down, and Advanced filters.
-
Pick Report Columns (Account Reports)
Guide to selecting, ordering, sorting, and customizing columns for Account Reports in Certain.
-
Report History
A history of Changes Reports and reports containing the full Credit Card Number run on data within the current account.
-
Custom Report Header and Footer (Account Settings)
Guidance on adding and formatting a custom header and footer for reports using the HTML Editor, with notes on formats and data-field customization.
-
Report Setup (Profiles)
Guide to creating and modifying custom Profiles reports, including Setup, Display, Groups, Subtotals, Columns, Filters, and Page sections.
-
Profile Reports
Use this page to create and run reports on the profiles in your Certain account.
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Custom Profile Information
Instructions for managing custom profile questions in a profile within the Certain Help Center.
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Email (Profile)
Instructions for sending email messages to individual profile contacts from the Email page in the Certain Help Center.
-
Profiles Area Options
Details about managing profiles and their relation to registrations in the Certain Help Center.
-
Changes Reports
A Changes Report compares current data to earlier data and lists additions, deletions, and changes; settings include locks, labels, and display option...
-
Speaker Catalog Designer
Guide to setting up and editing a Speaker Catalog in Certain Platform's Event Management system.
-
Conference Catalogs
Instructions for managing conference catalogs, including adding catalogs, syncing sessions and speakers, and catalog list actions.
-
Pages (Reviewer Portal)
Instructions for configuring reviewer pages in the Reviewer Portal, including adding, editing, and previewing pages.
-
Branding & Footer (Reviewer Portal)
Help article detailing branding and footer settings for the Reviewer Portal, including site header branding, logo options, and linking.
-
Reviewer Layout (Reviewer Portal)
Instructions for configuring the My Information page in the Reviewer Portal of the Certain event management platform.
-
Session Catalog Designer
Guide to setting up and editing a Session Catalog using the Catalog Designer in Certain Platform.
-
Login (Reviewer Portal)
Instructions for configuring the Reviewer Portal login page, including sign-in options, layout, and image customization.
-
Site Layout (Reviewer Portal)
Information about choosing the color palette and navigation bar for the Reviewer Portal, including palettes, colors, and navigation options.
-
Settings (Reviewer Portal)
Settings page to configure general event options for the Reviewer Portal, including name, Google Analytics, and display formats.
-
Tier: Add/Edit
Instructions for adding and editing tiers in the Speakers and Sessions management module.
-
Tiers
Instructional article about managing reviewer tiers in the Speaker and Session Management module, including adding, editing, and deleting tiers.
-
Reviewer: Add, Edit, or View
Guidance on adding, editing, or viewing reviewer records within the Speakers and Sessions module.
-
Sessions (Manage Reviews)
Guide to managing session reviews in the Certain Speaker and Session Management portal.
-
Session Reviews
Dashboard page summarizing the current status of session reviews, with funnel chart and tier details.
-
Submit Abstract (Speaker Portal)
Help article describing how to configure the Speaker Portal for submitting abstracts, including Submitter, Speaker Details, Session Details, and Addit...
-
Conditional Logic (in Speaker Portal)
Guide on adding conditional logic to Speaker Portal pages to control field visibility based on rules.
-
My Session Details (Speaker Portal)
Documentation on configuring the My Sessions page for the Speaker Portal, including layout, editing facilities, and conditional logic.
-
Dynamic Emails Guide (PDF)
A PDF guide in the Certain Help Center that explains how to build dynamic email templates using Content Blocks and Display Rules, driven by registrati...
-
Promo Codes – Quick Guide
A brief PDF guide describing how to set up Promo Codes for use in an event.
-
Event Promo Code Import Wizard
Instructions for importing event promo codes from a CSV file using the Event Promo Code Import Wizard.
-
Discount Import Wizard
Instructions to import discounts from a CSV file using the Discount Import Wizard.
-
Pending Roommates
Help article describing Pending Roommates in the event planning platform.
-
Import Room Reservations
Instructions to import attendees' accommodation reservations via Excel or CSV into an event.
-
Import Accommodation Blocks
Guide to importing accommodation blocks via CSV into events, including preparing files, mapping fields, and post-import steps.
-
Accommodation Sub-Block Information
Instructions for configuring accommodation sub-blocks to manage hotel room inventory across multiple hotels for events.
-
Hotels
Documentation on setting up hotels for events, including hotel details and venue information.
-
Accommodation Guide (PDF)
A support-center article introducing the Accommodation Guide PDF for the Accommodation Module in Certain.
-
Website FAQ Page
A generic page for static content to be displayed on the public side of the Website.
-
Events Calendar Web Page
Page describing the Events Calendar Web Page and its options to display Live events or filter by a report.
-
Events List Web Page
Instructions for configuring the Events List page on a website, including the Events List Table fields and default message.
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Event Details Page
The Event Details page is a special page navigable only by selecting an event on the Events List and allows the use of event-specific Dynamic Data Fie...
-
Web Site Home
Generic Home page for placing static content on the public side of the website.
-
Website Display
Documentation of the Website Display shell and CSS classes used in the Certain platform.
-
Copying Consolidation Reports
Instructions to copy an existing Consolidation report in Certain's Help Center, including steps to use the wizard, naming, grouping, and confirmation.
-
User-Defined Column Details (Consolidation Reports)
Documentation on creating and configuring user-defined columns for Consolidation Reports in Certain.
-
Define Report Export Actions (Events)
Defines how up to three Mass Actions can run automatically when a report is exported, and how reports can be exported.
-
Custom Report Header and Footer (Consolidated Reports)
Guidance on adding and formatting custom headers and footers in Consolidated Reports using the HTML Editor.
-
Choose Report Filters (Consolidation Reports)
Guidance on configuring Date Filters and Advanced Filters for Consolidation Reports in Certain.
-
Pick Report Columns (Consolidation Reports)
Instructions for selecting and ordering data fields for Consolidation Reports in the Certain Help Center.
-
Select Report Subtotals (Events)
Instructions on displaying subtotals and grand totals in event reports, including grouping and numeric columns.
-
Choose Report Grouping (Events)
Help article describing how to configure report grouping by summary groups for events in Certain.
-
Specify Report Display Options (Events)
Page detailing options for report display and print settings for event reports.
-
Report Setup (Consolidation Reports)
Guidance for creating and managing consolidation reports across multiple events in a Certain account.
-
How to delete a registrant from an event
Step-by-step guide to remove a registrant from an event in the Certain Help Center.
-
How to Copy an Event
Steps to locate and copy an event in the Certain platform Event List and create a new event with updated details.
-
How to Delete an Event
Instructions to delete an event or program from an account or organization on the Certain platform.
-
How do I add an event owner
Steps to assign an Event Owner in Certain Help Center. Only administrators can add users to an account; contact the administrator or email help@certai...
-
Session Blocks
Session Blocks provide flexibility in how registered and waitlisted sessions are displayed in confirmation and reminder emails.
-
Meeting Requests (Home)
Overview of the Meeting Requests List page with filters, columns, and actions.
-
Meeting Requests (Websites)
Help article describing meeting requests on websites, including page content and list labels.
-
API 1.0
Backward-compatibility article about API 1.0 access and migration to API 2.0.
-
Checking Imported Registration Data
Instructions to view imported registration data in Certain by selecting the underlined number in the All Registrations By Status section on the Regist...
-
Accommodations (Attendee)
Guide to managing attendee room reservations, sharing, confirmations, and room guarantees.
-
Registrations FAQ - Updating a Group of Registrations
Mass actions enable bulk updates to registrations; the article explains updating a group of registrations and contrasts with editing each record indiv...
-
Unmatched Roommates
Guide to matching unmatched roommates for room reservations in Certain's Help Center.
-
Matched Roommates
Help article describing the Matched Roommates feature in the Certain platform, listing matched roommate pairs and related behaviors.
-
Registrations FAQ
FAQ page listing questions about managing registrations in the Certain Help Center.
-
Assign Roles
Background and steps for assigning roles to events in the Certain platform.
-
How to Import Accommodation Details
Step-by-step instructions to import and update accommodation details for registrations in the Certain platform.
-
What's a 'Primary Form'?
Explanation of Primary Form designation and usage in Certain's event forms.
-
Multi-Page Lists
Description of how multi-page data-list pages in Certain's Help Center handle pagination, filtering, and remembered selections.
-
System information
Instructions to display technical information about the current release in the Certain platform via Help and System Information.
-
Search For Websites
Instructions for searching websites across events and accounts in the Certain Help Center.
-
Search For Forms
Instructions for searching forms across events and across accounts in Certain's Help Center.
-
Search For Events
To search for Events across accounts and sub-accounts, specify search criteria and Submit to view results.
-
Search For Profiles
How to search for profiles across accounts and sub-accounts using fields, operators, and wildcards.
-
Search For Registrations
Instructions to search registrations across events and accounts, including criteria, operators, wildcards, paging, and navigation.
-
Website News Page
Generic help-center page for static content on the public side of the website.
-
E-commerce FAQ - Configuring E-commerce Accounts
Guide to configuring e-commerce accounts in the Certain platform, including supported gateways and setup steps.
-
Forms FAQ - Linking Website to Forms
Instructions to link a Certain form from an external website by copying the form URL from the plan form preview.
-
Forms FAQ - Creating Form Section Headers
Guidance on configuring Section Header fields for form sections, including Text Above Header, Header Text, and Text Below Header.
-
Consolidation Reports
Overview of consolidation reports in the Certain Help Center, including built-in system reports and how to manage custom reports.
-
Event List (for Reviewers)
Help article describing the Event List for Reviewers in Certain.
-
Registration Groups – Quick Guide
An illustrated PDF guide to setting up and using Registration Groups in an event, including how to enable the Registration Groups sub-module and acces...
-
Import Groups
Guide to importing groups into an event from a CSV file using the Import Groups wizard.
-
Group Reports
Information about the Group Reports page in the Certain platform, including Group Summary Report, filtering, columns, and export options.
-
Assign Groups
Learn how to assign a group to selected registrations in Certain's Help Center, including filtering and group selection.
-
Custom Fields
Custom Fields for groups enable storing extra information about each group via the Groups > Group List page for the same event.
-
Group List
Guide to creating and managing registrant groups for events, including assigning attendees and configuring related options.
-
Accommodation Blocks
Instructions and details for creating and managing accommodation blocks for events, including prerequisites, block information, utilization reports, a...
-
Custom HTML Section Details (Registration Form)
Instructions for adding and configuring Custom HTML sections within a registration form.
-
Event Waitlist form section
Documentation for adding an Event Waitlist form section and configuring its text, header, and behavior.
-
Accommodations (Attendee Form)
Documentation for adding accommodations in the Attendee Form, including setup, entry, selection, and customization options.
-
Confirmation (Attendee Form)
Instructions to configure the confirmation page for an attendee registration form, including email confirmations, itinerary, calendar additions, and s...
-
Verify / Edit Info (Attendee Form)
Instructions for the Verify/Edit Info page of the attendee form, including features, labels, and section headings.
-
Questions (Registration Form)
Instructions and options for using the Questions section in a registration form, including prerequisites, sections, verify and confirm, and backward c...
-
Attendee Types (Attendee Form)
Documentation on configuring and displaying Attendee Types in the Attendee Form for event registrations.
-
Display
Display refers to the look and feel of your event forms, websites and emails, with primary and extended display options.
-
Cookies in Certain
A brief PDF guide to the cookies added to registrants’ browsers by forms and web pages created in Certain; highlights essential cookies for admin-side...
-
Create a Registration
The registration page contains attendee contact information and basic registration details, including Attendee Type and Status.
-
Create a New Form
Guide to creating and configuring a new registration form within a Certain event.
-
Forms List
Overview of the Forms List feature in the Certain Help Center, including how to use the list, configure form sections, and common tasks.
-
Financials
Documentation of online and offline payment options, security settings, tax codes, and related financial configurations for events in Certain.
-
Scheduled (Agenda Items)
Overview of managing scheduled agenda items, including types, grouping by groups/locations/tracks, and actions like add, edit, delete, search, and imp...
-
Attendee Types
Guide to attendee types, their configuration, and related fees in an event.
-
Event Websites
Overview of how event websites are managed, including listing, adding, editing, and organizing websites for events.
-
Choose Report Grouping
Documentation describing how to create and configure summary groupings for supplier reports in the Certain Help Center.
-
Pick Report Columns (Data Fields) [Supplier Reports]
Instructions for selecting and ordering data fields in supplier report columns, including moving fields, filtering, sorting, and customizing column he...
-
Select Report Subtotals
Help article describing how to display subtotals in supplier reports, including group subtotals and per-group/overall totals.
-
Display Options (Supplier Reports)
Configure display and print settings for Supplier Reports in the Certain platform.
-
Copying a Supplier Report
Instructions for using the Report Copy Wizard to duplicate a Supplier report.
-
Supplier Reports
Overview of active Supplier reports and how to manage them in the Certain platform Help Center.
-
Report Setup (Suppliers)
Guidance for creating and editing custom Supplier reports in the Certain platform, including setup steps, page structure, and field definitions.
-
Import Suppliers
Instructions for importing suppliers from a tab-delimited text file into the Suppliers database.
-
Specify Custom Report Header and Footer (Supplier Reports)
Instructions to add and format a custom header and footer for Supplier Reports using the HTML Editor, including supported output formats and data-fiel...
-
Supplier Detail Information
Help page detailing how to edit or add supplier information, including required fields and related hotel and venue details.
-
Check In PDF Guides
Guides detailing Check-In configuration and Quickstart, plus printer and device recommendations.
-
Check-In: Alert Configuration
Instructions to configure VIP alerts in Certain Check-In, including basic configuration, triggers, organizations, attendee types, attendees, and conta...
-
Check-In: Create VIP Alert (wizard)
Guidance for using the VIP alert creation wizard in Certain Check-In, including steps to configure alert name, date range, organizations, attendee typ...
-
EXPORT
Instructions for defining report export actions and export methods within the Certain platform.
-
Pick Report Columns (Event Reports)
Documentation for selecting and ordering data columns in Event Reports, including sorting and customizing column headers.
-
User-Defined Column Details (Event Reports)
Instructions for creating up to 20 user-defined columns in event reports, including first non-blank and column merging.
-
PAGE (Custom Report Header and Footer)
Instructions to customize headers and footers for custom reports across formats.
-
Report Subtotals
Overview of subtotals in reports, including display formats, per-group counts, grand totals, and how to enable and configure subtotals.
-
Choose Report Filters
Documentation on how to use Date, Standard, Drill-Down, and Advanced Filters to customize report results.
-
Agenda Item Quantities
For agenda item quantities, show: The report will return one row per registration, with one column per agenda item. The option selected determines how...
-
Choose Report Grouping
Help article describing how to group report data into summary groups for printable formats.
-
Display Options (Event Reports)
Options for displaying and printing event report outputs, including formats, data formatting, and print settings.
-
Itinerary Settings
Help article on configuring the Itinerary PDF appearance and content for events in Certain.
-
Digital Events Email Templates
Email template sent to new registrations for digital events; defaults created when the Digital Events module is enabled; editable; includes best pract...
-
Scheduled Emails
Overview of the Scheduled Emails page, including how to view, edit, and copy scheduled emails within an event.
-
Reviewer Email Templates
Documentation for creating and managing reviewer email templates in Certain's Help Center, including fields, from/reply addresses, assets, and attachm...
-
Speaker and Session Management User Guide
Illustrated PDF guide describing how to manage Sessions and Speakers in an event.
-
Event Session and Speaker Summary Report
A report listing all qualified sessions and their speakers; exportable to Excel, available when the Speaker and Session Management module is enabled.
-
Sessions Report
A detailed list of all sessions in the event, including session name, code, track, type, capacity, occurrences, and more.
-
Event Session Status Summary Report
A summary of the numbers of attendees registered for each instance of the event's sessions.
-
Event Session Summary Report
A summary of how many of each scheduled instance of the event's sessions have been selected by attendees.
-
Speakers Report
A detailed list of all speakers assigned to the event, including profile, bio, abstract, and whether speaker agreement and profile pictures have been ...
-
Sessions (in Speaker and Session Management)
Instructions for managing sessions in Speaker and Session Management, including adding, editing, deleting, filtering, and scheduling.
-
All Registrations By Status
The standard summary report All Registrations By Status shows complete and incomplete registrations grouped by status, with two pie charts and a repor...
-
Registration Dashboard
Overview of the Registration Dashboard in the Event Dashboard, including access, header details, actions, and charts/tables.
-
GDPR Data Subject Requests: PDF Guide
An illustrated PDF guide describing how to respond to GDPR data subject requests from individuals seeking rights under the GDPR.
-
Custom Report Header and Footer (Profile Reports)
Instructions for adding a custom header and footer to profile reports using the HTML Editor, including supported formats and data fields.
-
Choose Report Filters (Profiles)
Guide to using Date Filters and Advanced Filters to constrain data in Profile reports.
-
Select Report Subtotals (Profiles)
Instructions for displaying subtotals on profile reports in PDF and HTML, including per-group counts and grand totals.
-
Pick Report Columns (Profiles)
Instructions for selecting and ordering data columns in profile reports within the Certain Help Center.
-
Choose Report Grouping (Profiles)
Guide to configuring grouping for profile reports, including multi-level groupings, date-based grouping, and display options.
-
Report Display Options (Profiles)
Options for displaying and printing Profile reports in Certain Help Center.
-
Create a New Profile, or Edit a Profile
Guidance to create or edit a profile, including required fields, contact data, addresses, and notes.
-
Security Settings
Security options in Certain Help Center Account Settings, including session timeout, password expiration, and email-related configurations.
-
E-commerce Account Details
Guidance for configuring e-commerce accounts, processors, currencies, and payment options in Certain.
-
Account Information
Help Center article describing how to view and update account information for administrators in the Certain platform.
-
Copying an Account Report (Report Copy Wizard)
Instructions to copy an existing Account or System Report using the Report Copy Wizard.
-
Report Setup (Account-Level Reports)
Documentation for creating and editing account-level custom reports, including visibility, report types, and changes-tracking.
-
Registration Statuses (for tags)
Administrators can tag standard and custom registration statuses; includes API 2.0 tagging details and a list of standard statuses.
-
Industries (at account-level)
Guide to adding, importing, editing, and deleting industries at the account level for use in speaker and session management.
-
Job Functions (at account-level)
Help article describing how to add, import, and manage account-level job functions for speakers and sessions.
-
General Ledger
Instructions to set up General Ledger accounts for events in Certain, including the default G/L account list and how to customize values.
-
Custom Event Data
Details on Custom Event Data in Certain: access, usage, questions, and management per account.
-
Signal Integration with Salesforce Guide
Guide for integrating Certain Signal with Salesforce, including prerequisites, tagging, connections, flows, mappings, and troubleshooting.
-
Signal Integration with Marketo Guide
Guide to using Certain Signal to integrate with Marketo, including setup of tags, connections, flows, and dashboards.
-
Privacy Compliance
Privacy compliance access details and sub-module navigation for Administrators.
-
Certain Signal: User Guides
PDF user guides for configuring and using Certain Signal to integrate with third-party applications.
-
Check-In Settings
Configuration options for branding and settings of the Certain Check-In app, including account logo, header/footer background, and event list display.
-
Account History
Overview of account history retention, records, and download options in the Certain Help Center.
-
SSO Connections (for an account)
Overview of Single Sign-On connections for a Certain account, including types, editing, and field mappings.
-
Entry Page (Attendee Form)
Documentation of the Entry Page for Attendee Form, covering access permissions, waiver, login options, passcodes, SSO, and related settings.
-
How to create, edit and delete an email template
Step-by-step instructions to create, edit, and delete email templates within an event.
-
Web Crawlability (for Forms and Websites) Guide
Guide on controlling crawlability of Certain events using ROBOTS META tags and related practices.
-
Scheduling Emails Guide
Instructions for scheduling emails to registrants in Certain Platform using Email Templates.
-
Integration Settings Needed for Stripe Payment Processor
Information on integration settings to use Stripe as a payment processor in events, including unsafe processing and enabling the setting.
-
Creating User Accounts
Guidance for creating and managing users within an account in the Certain platform, including permissions and password setup.
-
2025 Summer Release #2 (8.3.32)
Release notes for 2025 Summer Release #2 (8.3.32) covering bug fixes across Custom Statuses, Email, Event Dashboard, Registrant Details, Promo Codes, ...
-
2025 Spring Release #6 (8.3.29)
Release notes for 2025 Spring Release #6 (8.3.29).
-
2025 Spring Release #4 (8.3.27)
Release notes for the 2025 Spring Release #4 (8.3.27) of the Certain platform.
-
2025 Spring Release #3 (8.3.26)
Release notes for 2025 Spring Release #3 (8.3.26) covering fixed issues including accounts usage reports, agenda item guest list, email handling, form...
-
2025 Spring Release #2 (8.3.25)
Release notes for 2025 Spring Release #2 (8.3.25), detailing enhancements and bug fixes.
-
2025 Winter Release #5 (8.3.23)
Release notes for the 2025 Winter Release #5 (8.3.23) of the Certain platform, detailing enhancements, badges, and bug fixes.
-
AI-Powered Event Management Software for Sales Professionals
AI-powered event management software for sales professionals to turn event engagement into sales and optimize attendee experiences.
-
Learning Center
Get all the information you need about the intelligent Event Management Solution from Certain. Whitepapers, guides, infographics, webinars, and more.
-
The Event Marketer’s Guide to Generative AI Prompts
Infographic resource for event marketers on using generative AI prompts to drive registrations and engagement.
-
2025 AI Trends for Event Management
In this eBook, we delve into how Artificial Intelligence (AI) is transforming the event industry and explore the latest AI trends poised to revolution...
-
Event Marketing and Management Learning Center
A hub of content for event marketing and management, offering guides, infographics, videos, webinars, and whitepapers.
-
Connect Certain with Your Application Ecosystem
Power your marketing and sales ecosystem with connected event operations and insights through Certain integrations and APIs.
-
The Event Platform That Turns Engagement Into Revenue
Certain's enterprise-grade event management platform orchestrates attendee journeys, AI-powered personalization, and data-driven insights to drive ROI...
-
Certain Event Intelligence
Gain a 360-degree view of buying signals and attendee behavior with Certain Event Intelligence.
-
Touchpoint Ignite — Event Apps for Exceptional Attendee Experiences
Deliver personalized, data-driven event experiences at scale with Touchpoint Ignite. Turn engagement into insights and revenue.
-
Zoom | Partner
Zoom partner page describing Zoom's cloud platform for video, voice, content sharing, and chat for events and collaboration with Certain.
-
From Attendee to Buyer: Deliver Experiences That Drive Growth
Overview of Certain's Attendee Experience and AI-powered personalization to convert engagement into ROI.
-
Turn Event Experiences into Curated, High-Impact Journeys
Event Advisor personalizes attendee journeys with AI recommendations while capturing engagement data and intent signals.
-
Driving Record Attendee Engagement with Touchpoint
Case study on how Touchpoint boosted attendee engagement and booth activity for a leading medical devices company.
-
Certain. Make Every Moment Count.
Overview of Certain, a company turning events into revenue with AI-powered event technology; leadership and core values.
-
QR Code for App Download
Instructions to download and use the QR code embedded with the App Info URL for Touchpoint apps.
-
Managing a Live Poll from the VIP Portal
Instructions for managing a live poll from the VIP Portal, including login, selecting polls, editing questions, displaying questions, and projecting r...
-
Wi-Fi Requirements
Guidance on Wi-Fi considerations for Touchpoint app at events, including bandwidth usage, app data sync, and live polling considerations.
-
VIP Exhibitor Portal
Documentation for exhibitors on how to use the VIP Exhibitor Portal to view and edit profiles, upload materials, manage staff, tailor lead capture for...
-
VIP Speaker Portal
The VIP Speaker Portal enables speakers to view and edit their profiles, access session surveys, upload presentations, and run live polls for events.
-
Lead Retrieval - Feature Overview
Overview of the Lead Retrieval feature including administrator/VIP portal and lead scanning instructions.
-
Supported Devices
Device version requirements for Android and iOS to run the Event App
-
Creating a Password and Logging In
Instructions to request a password, check email, and create a password for the Touchpoint app.
-
Touchpoint Release (July 2025)
Updates for the Touchpoint July 2025 release, including agenda navigation, messaging controls, and CMS announcements.
-
How to enable Attendee-to-Attendee Messaging
Instructions to enable attendee-to-attendee messaging in Touchpoint by turning on the feature in the event dashboard.
-
Sponsorship Opportunities
Guide to sponsorship opportunities within the Certain Touchpoint app, including rotating home page images, session ads, news stories, and exhibitor li...
-
Security: Client Roles and Responsibilities
Overview of Touchpoint security responsibilities, including CMS account access, auto logout, password requirements, and reporting security concerns.
-
Bulk Uploading Translated Content
Instructions to bulk upload translations in Touchpoint by exporting primary language content, translating in Excel, and re-importing.
-
Event Templates
Overview of Event Templates in Touchpoint, including creation, application, included content, and content that does not apply.
-
Event Info, Event Icon, and Event Settings
Guide to editing event information, icon, and settings in Touchpoint.
-
Exporting Content from a Previous Event to a Future Event
Instructions to export content from a previous event to a future event in Touchpoint CMS, including exporting to Excel and importing.
-
Maps and Locations
Overview of how to create and manage image maps and street maps in Touchpoint, including adding maps, pins, and locations.
-
Custom Fields
Overview of custom fields for Attendees and Exhibitor Leads, including types, read/write settings, display rules, and precedence.
-
Multiple Languages
Learn how to add translation support and use translation fields for multi-language content in Touchpoint.
-
Links Feature
The Links feature lets you create and manage a list of webpages and files to load in the app or externally.
-
Lead Retrieval - Feature Setup
Instructions to add and configure the Lead Retrieval feature, edit custom fields, grant access, and use the VIP Portal for exhibitors.
-
Info Feature
Instructions for creating Info items, adding images, applying theming colors, and bulk uploading via spreadsheet.
-
Exhibitor Feature
Overview of exhibitor feature options including check-ins, related links, videos, comments, favorites, attendees, and lead capture in the Touchpoint a...
-
Capacity Planning
Capacity planning is an extension of the Agenda feature for managing session capacity in Touchpoint.
-
Attendance Tracking
Attendance Tracking enables scanned check-ins for sessions by matching QR codes to Lead Codes, with authorized users, badge printing guidance, and att...
-
Submit a request
Form to submit a support request including email, priority, subject, event info, date, description, and attachments.
-
TouchPoint - Web Home Layout Webinar
TouchPoint webinar recording page in the webinar recordings section.
-
Touchpoint - Attendee Engagement
Webinar recording on Touchpoint Attendee Engagement covering Activity feed, Badge Game, Live Polling, and Survey.
-
Touchpoint Stream Webinar
Touchpoint Stream webinar article describing how the platform hosts interactive virtual and hybrid events and consolidates event content and data.
-
Touchpoint Dashboard Training - June 2021
Agenda and resources for Touchpoint Dashboard Training, June 2021, including settings, submission process, and layout features.
-
Touchpoint - Getting Started
Getting started guide for Touchpoint, including a video training series and related articles.
-
Touchpoint User Dashboard Training
Touchpoint User Dashboard Training article in the Touchpoint Support Center with a video tutorial.
-
Tagging Attendee* Statuses & Sessions - Required for Attendees
Guide on tagging attendee statuses and sessions required for attendees in Touchpoint.
-
Speakers and Sessions from Platform to Touchpoint
Overview of how speakers and sessions transfer from the Platform to Touchpoint in the Touchpoint Knowledge Base.
-
What Flows Over from Platform to Touchpoint
Support article describing data flows from Platform to Touchpoint.
-
Editing Your New Touchpoint Event
Support article explaining how to edit a new Touchpoint event, with a video demonstration and related articles.
-
Prepare to Publish - Required Items for App Submission
Support knowledge base article about the required items for app submission in Touchpoint.
-
Editing Your New Touchpoint App Settings
Instructions for editing the settings of a new Touchpoint app.
-
Sample App Announcement Text
Instructions and sample text for announcing a mobile app for an event, including login and download steps.
-
NEW Badge Game UX
Guide to designing and managing the Touchpoint interactive badge game, including badge images, rules, goals, and promotion.
-
Certificates And Provisioning
Instructions for creating and sharing certificates and provisioning profiles required to publish an app to the App Store.
-
Touchpoint Stream
Guide to setting up and managing Touchpoint Stream, including feature settings, creating streams from Agenda or Videos, broadcasting, and presenter to...
-
Agenda Bulk Upload
Guidance for bulk uploading agenda sessions into Touchpoint, including required fields, mappings, and import steps.
-
Color Theming
Details on color theming including defaults, tool usage, editor mappings, and non-themable items.
-
iPad Homescreen Layout
Documentation detailing iPad home screen panel types and panel settings for Touchpoint.
-
Marketing Ideas
Guidance on promoting your event app with Touchpoint, including announcements, highlights, and distribution tactics.
-
Login Options
Overview of Touchpoint login options, including pre-defined attendee lists and no pre-defined attendee lists, with details on Planner-Created, Attende...
-
App Content Checklist
Guidance for preparing app content and submission assets for Touchpoint apps.
-
Process Timeline
Best Practice Process for Client Success for Event App Timeline/Checklist.
-
GatherNow App Publishing
Guide to publishing events to the GatherNow app and enabling user access via the CMS and App Store.
-
Troubleshooting On Site
Step-by-step guidance for troubleshooting access issues to the Touchpoint On Site app, including unlocking attendees, password checks, and dashboard o...
-
Bulk Uploading Content
Guidance for bulk uploading content to Touchpoint using separate spreadsheets and the Import Content workflow.
-
Related Links
Related Links let you attach reading materials or presentations to resources such as Agenda Sessions, Attendees, Showcases/Exhibitors, News Stories, T...
-
Agenda Feature Settings and Management
Details on agenda feature settings and management in Touchpoint.
-
Attendees
Instructions to manage attendees in the CMS, including adding attendees, setting passwords, checking messages, and managing credits, check-ins, badges...
-
Threaded Messages
Guidance on using threaded messages in Touchpoint, including group messages and scheduled messages.
-
Groups & Terms
Guidelines for creating and managing Groups and Terms to filter lists in Touchpoint.
-
Scheduling and Publishing Sessions
Instructions for scheduling sessions using the Session Scheduler, including location-based and location-free scheduling, automatic publishing, and mas...
-
Registration Groups in Certain
Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.
-
Email Analytics Frequently Asked Questions
FAQ covering dashboard refresh, statuses, tracking, retention, and CAN-SPAM compliance for Email Analytics.
-
Adding percentage based discounts to your Event
Guide on creating and applying percentage-based discounts to event registrations, including promo codes and logic-based discounts.
-
Content Display
Details on configuring Display Fields, Content Blocks, and Display Rules for event forms, websites, and emails in the Certain platform.
-
Adding Existing Profiles to a New Event
Instructions to add existing Profiles to a new Event either by importing Registrations or by inviting Profiles.
-
Concurrent Registrations on Forms - Error: Please wait; the page will be automat...
Explanation of the 'Please wait' error when the maximum number of Concurrent Registrations is reached and troubleshooting steps.
-
Countries Available in Certain
How Certain uses the ISO Country list to determine which countries are available in the Country drop-down and how to enable the Country field in regis...
-
Event Component Descriptions and Navigation
Overview of navigating the main event components in your account, including the Event List and event-specific tabs such as Plan, Promote, Manage, Enga...
-
Settings: Custom Statuses
Guide to creating and managing custom registration statuses in Certain's event planning platform.
-
Event Setup: Details
Details page for configuring Event basic information in the Certain platform, including Event Details, Location, Contacts, Custom Data, and currency l...
-
Email Alerts
Documentation on configuring email notifications when inventory thresholds are reached for attendee types or agenda items.
-
Event Setup: Suppliers
Instructions to add suppliers for an event in the SMM module of Certain.
-
Accommodations Guide
Overview of the Accommodation Module in Certain, including enabling, workflow, hotels, room types, blocks, sub-blocks, forms, roommates, and registrat...
-
Troubleshooting Data Fields in Emails
Guidance for diagnosing dynamic data field display issues in templated emails when recipients are marked as Test Registrants.
-
Web Integration Links
Instructions for enabling Web Integration Links and adding new links to customize attendee communications.
-
What to do when registrants do not receive emails - SPF/DKIM/DMARC Failure
Troubleshooting steps for email deliverability when SPF, DKIM, or DMARC checks fail in Certain's event emails.
-
Fully customize an Email Template in Certain
Guidance on creating fully customized email templates for events or forms in Certain, including styling tips and an example.
-
Best Practices: Email Deliverability
Guidance on ensuring email deliverability from Certain, including DMARC, SPF, DKIM, and best practices.
-
Creating a Registrant's Password
Instructions to change or create a password on a Registrant's behalf by locating the Registrant on the Event Dashboard, editing their registration, an...
-
Missing Potential Duplicates under Registrations To Review
Guide on locating potential duplicate registrations when an event has many registrations, including using Excel for large data sets.
-
How to change the Font Size or Remove the Underline for Hyperlinks on Forms and ...
Instructions to customize hyperlink appearance on forms and websites using CSS, including example code.
-
Managing Registrations: Working with Profiles
Overview of managing registrations by working with profiles, including creating profiles, importing registrations, inviting profiles to events, and vi...
-
Modifying Registration Details
Instructions to locate and modify a registration in Certain.
-
Troubleshooting - Payment Info Saving but not Processing on Complete Registratio...
Step-by-step troubleshooting for payment processing on complete registrations in Certain's form-based payments.
-
Troubleshooting - Unable to Change Event's E-Commerce Account
Troubleshooting steps for changing an event's E-Commerce account in Certain, including currency lock and restoring deleted accounts.
-
Tips – Chargebacks, Adjustments, Test Payments, and Refunds
Guidelines for handling chargebacks, adjustments, test payments, and refunds within payments and transactions.
-
E-Commerce Accounts - Errors Received Through Cybersource Payment Attempts
Overview of common Cybersource payment errors and steps to resolve them.
-
Administrators - Cybersource Setup Requirements
Instructions for administrators about Cybersource setup requirements in Certain Platform.
-
Administrators - E-Commerce Verification Settings
Options for configuring E-Commerce verification settings in Certain, including AVS verification, ZIP and street matching, and CSC collection.
-
Administrators - Enabling E-Commerce for Payment Processing
Information for administrators on how e-commerce works and how to configure within Certain.
-
Invoices
Instructions to set up and configure invoice templates in Certain, including template creation, options, and batch/invoice generation.
-
Managing Registrations - Cancellations and Refunds
Instructions to set up cancellation fees, cancel registrations and agenda items, and process refunds.
-
Enforcing email uniqueness and addressing form login errors for existing email a...
Guide on enforcing email uniqueness for forms and handling 'A registration already exists' errors in Certain.
-
How to Setup Event Waitlist Option
Instructions to enable and manage Event Waitlist when event capacity is reached, including configuration of statuses and emails.
-
Error when no Form in the Event is marked as Primary
If no Form in the Event is marked as Primary, a server error occurs when Display Rules reference the Primary Form in an Email Template.
-
The Consequences of Changing Your Event Code
Overview of the consequences of changing an event's Event Code in Certain Platform, including file path, image access, and Touchpoint integration impa...
-
Assigning Speaker Attendee Type Using Logic
Steps to auto-assign a Speaker Attendee Type to speakers via form logic in Plan.
-
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.
-
Attendee Type Waitlisting - How does it work?
Instructions for manual waitlisting: identify waitlisted attendees, set Reg status, configure rules, and notify waitlisted attendees via custom HTML.
-
Upload Embedded Google Map to Forms
Instructions to embed a Google Map into a form by copying the embed HTML.
-
How to enable a Forgot Password Reset Link
Guide to enabling the Forgot Password reset link for Registration Forms on the Certain platform.
-
How can I receive an email when someone registers for my Event
Instructions to copy Confirmation Emails to a specified email address via the cc field in the Confirmation settings.
-
Do I need to delete Test Registrations before going Live?
Guidance on whether to delete Test Registrations before changing an Event status to Live in the Certain platform.
-
System Timestamps
Certain date-time stamps are displayed in PST on the administration side; event and form times follow PST and calendar zones.
-
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.
-
How to set up Custom Registration Questions
Guide to creating and configuring custom registration questions for events, including question types and display options.
-
Modifying Event Settings under Event Options
Instructions for configuring Event Settings and Modules in the Event Options page.
-
General FAQ - Streamline Agenda Item Entry
Instructions to streamline agenda item entry using Import and Export in the Certain agenda module.
-
General FAQ - About Event Websites
Overview of event websites, including definitions, scope, and setup details.
-
General FAQ - Publishing Forms and Websites
Instructions on publishing online forms and websites in Certain, including how URLs are created and delivered to attendees.
-
General FAQ - Setting Up Websites
Overview of how event websites are used and the default pages available in a new website.
-
General FAQ - Managing Registrations
Overview of how registrations and profiles are created and managed for events in Certain.
-
General FAQ - Setting UP Online Forms
Overview of online registration forms and their sections for event registration.
-
General FAQ - Setting Up Online Forms
Instructions for creating and using online registration forms, including form sections and setup details.
-
General FAQ - Setting Up Users
Overview of creating and managing system users and assigning user types in Certain.
-
General FAQ - Setting Up an Event
Comprehensive guide to setting up an event in Certain, including event details, attendee types, agenda items, and display settings.
-
Reports FAQ - Collecting Multi-Event Data for Consolidation Reports
FAQ about collecting multi-event data for Consolidation Reports and using custom questions in Certain.
-
Reports FAQ - Define Report Export Actions
As part of a report's setup, you can specify up to three Mass Actions to be triggered automatically when the report is exported. Exports can be automa...
-
Reports FAQ - Event Agenda Summary Report
Overview of the Event Agenda Summary Report in the Certain Help Center, including export, hyperlink behavior, and definitions of status counts and inv...
-
Reports FAQ - Report Subtotals
Help article detailing how to display subtotals in reports, including printable formats, grouping, and notes.
-
Reports FAQ - All Registrations by Status Report
The All Registrations By Status report shows complete and incomplete registrations grouped by registration status for an event.
-
Reports FAQ - Completed Registrations by Answer Report
Overview of the Completed Registrations by Answer Report, including totals by answer options and non-selections.
-
Administration Overview
Administration overview for administrators to navigate account settings in the Certain platform.
-
Review Sessions (Reviewer Portal)
Documentation for configuring the Reviewer Portal page used by reviewers to review assigned sessions.
-
Reviewer Portal
Prerequisites and navigation for configuring the Reviewer Portal in events, including required modules and session layout settings.
-
Import (Travel)
Instructions for importing travel data via CSV in the Travel module, including data types, file prep, and import steps.
-
Payments and Refunds Summary – Current Account
A summary of all payments and refunds for all of the events in the current account, grouped by the payment type and date processed.
-
Payments and Refunds Summary – Including Sub-Accounts
A summary of all payments and refunds for all events in the current account and sub-accounts, grouped by payment type and date processed.
-
Allowlist IPs for Support Emails
Instructions to allowlist the IP address range used for Certain support emails.
-
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.
-
Printing Badges on Avery Templates Not Available in the Certain Badge Layout Edi...
Guidance on using Avery Design & Print Online templates with Certain badge layouts when not available in the Certain Badge Layout Editor.
-
Badges Guide
Guide to configuring and generating badges in Certain, describing Badges V2 features and workflow.
-
Event Intelligence - Event Registration Chronicles
The Event Registration Chronicles dashboard analyzes the pace of registrations across a series of events, with filters and screenshot mode for present...
-
Event Intelligence - Review the performance of multiple events
Overview of the Event Program Analysis dashboard within Certain's Event Intelligence, detailing how it tracks registrations, attendees, and cost metri...
-
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.
-
Event Intelligence - Key Metrics
High-level Key Metrics dashboard for event performance across registrations, attendance, engagement, and ROI.
-
Removing Attendees from Certain Platform when the Event has a Touchpoint Integra...
Instructions for removing attendees from Certain Platform when the event is integrated with Touchpoint.
-
Updating Speaker Information in Touchpoint
Special considerations for updating speaker information in Touchpoint when speakers are synced from Certain Platform or added directly in Touchpoint.
-
Syncing Registrants to Touchpoint from Platform
Steps to tag registration statuses with Touchpoint: Synced to pull registrants into Touchpoint from Certain Platform.
-
Certain EventStream Guide
Guide to installing and using Certain EventStream within Oracle Eloqua, including prerequisites, installation, configuration, and usage.
-
Duplicate Profile Usernames And Deleting Profiles
Guidance on handling duplicate profile usernames and deleting profiles in Certain's Help Center.
-
Importing Registrations
Instructions for importing and updating Registrations using key fields such as Profile Unique ID, External ID, and Username.
-
Special Characters on Content Block and Display Rules
Best practice not to include special characters in the Name field of Content Blocks and Display Rules; including them can cause a server error or caus...
-
Creating a Registration Profile in an Event for Existing Speakers
Instructions to create or link a Registration Profile for an existing Speaker in an Event, using a Form or not using a Form.
-
Session Speaker Integration - Touchpoint
Guidance on attaching speakers to sessions and session instances for Touchpoint integration in Certain Platform.
-
Deleting and Restoring Single or Multiple Registrations
Instructions for deleting and restoring test registrations in an Event, including single registrations and multiple registrations.
-
Adding Speakers to Sessions vs. Session Instances
Instructions for managing Master Speakers and instance speakers for sessions in Certain's platform.
-
Speaker Portal Page Logic
Details on adding display logic to Speaker Portal pages, including how to add conditional sections and naming conventions.
-
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.
-
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.
-
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.
-
Approvals and Recommendations
Session Reviewers can create and manage recommendations across review tiers, including automatic processing.
-
Setting Up Reviewers -- Adding/Importing/Login
Instructions for creating, importing, and emailing reviewers for session reviews on the Certain platform.
-
My Sessions Layout
Instructions for configuring and editing the My Sessions layout in the Speaker Portal.
-
Speaker Portal My Information Layout
Instructions for configuring the My Information page in the Speaker Portal, including edit permissions, layout propagation, field management, and phot...
-
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.
-
Catalog - Designing the Registrant Login Session Experience
Documentation on configuring the registrant login and session display experience in the catalog.
-
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.
-
Reviewer Portal Page Layout
Instructions for editing the Reviewer Portal pages, including the Portal page, profile layout, and session layout.
-
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.
-
Session Advisor FAQ's - Session Catalog
FAQ about Session Advisor AI in the Session Catalog, including how it works, setup, performance, and privacy.
-
Using Inline vs. Display Logic
You can display form content based on conditions using Inline Actions (on the same page) or Display Actions (on a separate page).
-
Using a Table to Display Agenda Items in the Form
Instructions for displaying agenda items in a form using a table in the Certain Help Center.
-
Special Characters in Display Rule or Custom Block Name
Guidance on avoiding special characters in Display Rule and Custom Block names to prevent errors in emails.
-
Power Template - Creating & Navigating the Power Template
Guide to creating and navigating the Power Template in the Certain platform.
-
Administrators - Account-Level Custom Profile Data
Overview of account-level profile data, default fields, and how to manage custom questions and mappings in Certain Platform.
-
Advanced Template
Documentation for creating and editing the Advanced Template in the Certain platform, including Display Fields and Content File usage.
-
Add To Calendar Updates
Upcoming changes to Add to Calendar with AddEvent integration in the Certain platform (7.1.7).
-
Adding Questions to a Form
Guide on adding Custom Profile and Registration questions to a form using Registrant Details, Question Sections, and Logic Rules.
-
New Report Updates in 8.0
Improvements to the Event Reports area in Certain Platform 8.0 include a redesigned Report List page, clearer Report Type guidance, grouped Data Field...
-
Pay.gov - Response 4054
Guidance on Pay.gov Response 4054 data validation errors and fixes.
-
Mass Action Report Error
Help center article describing how to resolve the 'The mass action is currently being run in another active request' error in Mass Action reports.
-
Extracting all attendees' information
Instructions to create an account-level report to export attendee data including agenda and sessions.
-
Custom Display Fields
Instructions for creating and using custom display fields in the Certain platform.
-
ACH Refunds
Information about ACH refunds when using Certain Platform and instructions for processing refunds outside the platform.
-
Incomplete Registrants And Cancellation Fees
Cancellation fees are not assigned for incomplete registrations; guidance to ensure fees apply by marking Complete and reviewing Attendee Type.
-
How to Delete Images and Files in an Event or an Account
Instructions for removing images and files from the Assets section of an Event or an Account.
-
Deactivating a User From An Account
Administrators can deactivate users by changing their status to Inactive; deletion is not supported in the workflow.
-
Using Agenda Items and Logic Rules to Apply Discounts
Instructions for using an agenda item and a logic rule to apply discounts on a registration form.
-
Removing Access to a Sub-Account
Instructions to remove access to a Sub-Account in Certain Platform; deleting Sub-Accounts is not supported.
-
Adding/Removing Full Credit Card Information Access for a User
Instructions to grant or revoke full credit card number access for a user, including PCI considerations and steps to modify permissions.
-
Fees - Expiration and changing amounts
Explains how fees expire and how to change fee amounts in Certain, with examples and screenshots.
-
Partial Payments with Additional Registrations
Guidance on managing partial payments for additional registrations, including marking registrations complete and handling separate payment and registr...
-
Sending Confirmation Emails When Allowing Partial Payments on a Form
Instructions for sending confirmation emails to registrants who have made partial payments by creating a partial payment email template and a logic ru...
-
Using Reports to Check if Emails Were Sent
Instructions to create and filter a Registration History Report to identify registrants who received a sent email.
-
Mass Download of Profile Images using a Report
Instructions to mass download attendee profile images by creating a Registrations report and adding a custom column for image file paths.
-
Using Google Analytics to Track Events in Certain
Guide to configuring Google Analytics integration in Certain, including how to obtain a Tracking ID and where to add it.
-
Account Structure and Sub-Account Management
Guide to creating and managing Sub-Accounts within an Account on the Certain platform.
-
Reports: How to create a Registration Changes Report
Step-by-step guide to creating a Registration Changes Report in the Certain platform, including setup, locking, wizard steps, and export formats.
-
Primary Display Setup
Guidance on configuring the Primary Display: background color, fonts, page width, alignment, header/footer, and dynamic data fields.
-
Extended Display Options
Extended Display controls the look and feel of Event Forms, Websites, and Emails through HTML-based customization.
-
2025 Fall Release #4 (8.3.40)
Release notes for 2025 Fall Release #4 (8.3.40), including enhancements, bugs, tool tips, and user updates.
-
2025 Fall Release #3 (8.3.39)
Release notes for the 2025 Fall update 8.3.39, including enhancements, bug fixes, and reporting changes.
-
2025 Fall Release #2 (8.3.38)
Fall 2025 release notes for version 8.3.38, detailing bug fixes across Content Blocks, Forms, Attendee Types, Payment Processing, and Reporting.
-
2025 Fall Release #1 (8.3.37)
Release notes for 2025 Fall Release #1 (8.3.37), including bug fixes for Agenda Display Options, Registration search, and Session Import.
-
2025 Summer Release #6 (8.3.36)
Release notes for the 2025 Summer Release #6 (8.3.36) of the Certain platform.
-
2025 Summer Release #5 (8.3.35)
Release notes for Summer 2025 Release #5 (8.3.35), detailing bug fixes for Forms > Inline Additional Registrations, Speaker Email Templates, and Revie...
-
2025 Summer Release #4 (8.3.34)
Release notes for Summer 2025 Release #4 (8.3.34) covering fixes across Agenda Sections, Country List, Email, Forms, Locations, Session Blocks, Speake...
-
2025 Summer Release #3 (8.3.33.1)
Release notes for the 2025 Summer Release #3 (8.3.33.1), detailing enhancements, On-Demand Badges, and bug fixes.
-
2025 Summer Release #1 (8.3.31)
Release notes for the 2025 Summer Release #1 (8.3.31) in the Certain Help Center.
-
2025 Spring Release #7 (8.3.30)
Release notes for the 2025 Spring Release #7 (8.3.30) detailing enhancements and bugs fixed.
-
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...
-
2025 Spring Release #1 (8.3.24)
Release notes for 2025 Spring Release #1 (8.3.24) covering enhancements, bugs, and new features for Admin-Side Save Buttons, Display Rules, and Hotels...
-
Build and Manage an Event - Step 10
Post-event tasks including closing registrations, refunds, and reporting for the Certain event platform.
-
Build and Manage an Event - Step 8
Instructions to publish an event for live registrations, including updating status, opening registration forms, and preparing for live use.
-
Step 9: Plan and Create Reports
Guidance for planning and creating registration reports for events in the Certain platform.
-
Build and Manage an Event - Step 7
Checklist to get ready for registrants before accepting online registrations.
-
Build and Manage an Event - Step 4
Instructions for adding optional options to an event in Certain, including Agenda, Accommodation, Payments, Logic, Additional Registrations, Entry, an...
-
Build an Event - Step 6
Step 6 explains how to create marketing elements for an event, including links, website integration, and email templates.
-
Build and Manage an Event - Step 2
Step-by-step guidance to fill in basic details for an event in the Certain platform.
-
Build and Manage an Event - Step 1
Step 1 in planning an event in Certain; gather essential details before starting.
-
Build and Manage an Event - Step 5
Step 5 covers customizing the look and feel of an event using template, basic display, and advanced display options.
-
Global improvements in Certain 8.0
Improvements to the Global Search in Certain Platform include expanded search conditions and new Event info columns in Registrations and Results.
-
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.
-
Activating Session Waitlist Automation
Instructions to enable automated waitlist processing for session registrations in Certain 8.0.
-
The Nine Events of Email
Overview of the nine email events described for SendGrid analytics and notifications via Event Webhooks.
-
Email Analytics: Email Statuses and What They Mean
Overview of Delivered, Bounce, Blocked, and Deferred events in email delivery and what they imply for deliverability.
-
Signal Alerts - Common Errors and Recommendations
Overview of common errors in Signal Flows and troubleshooting steps.
-
Supported Encryption Cipher Suite Changes
Announcement of cipher suite changes affecting Certain products, listing cipher suites and affected integrations.
-
Session Related Links: Syncing from Platform to Touchpoint
Guidance on syncing session related links from Platform to Touchpoint using the Touchpoint: Related Link tag.
-
How to add a link to an image or banner using an HTML editor
Instructions to add a hyperlink to an image or banner using an HTML editor in Certain's Help Center.
-
How to delete sessions through a mass action
Steps to delete sessions via mass action in Certain's Speaker and Sessions module.
-
Signal Outbound Flows for Digital Events (ON24)
Steps to create outbound flows to send attendee data to ON24 for event-level or session-level webinars.
-
How to add an Event
Guide for administrators and event builders to create a new event in the Certain platform.
-
Customizing Emails Based on Different Registrant Factors/Values
Help center article explaining how to vary email content based on registrant answers using display rules and content blocks.
-
Adding an email address as a hyperlink
Instructions to convert an email address in an email into a clickable hyperlink by setting the contact email as a hyperlink in the email template.
-
Adding file attachments for email templates
Steps to attach files to email templates in Certain, including single attachments, Zip files, and external links.
-
Preparing ON24 for Signal Integration
Guide to configure ON24 and Signal for the Certain Digital integration.
-
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.
-
Adding Speakers on Sessions and Instances
Guidance on assigning master speakers to sessions and specific instances, including imports.
-
Adding Speakers - One by One, Via Import, or with Existing Profiles
Guide to adding speakers manually, via import, or with existing profiles in the Certain platform.
-
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.
-
Session Tracks - Uses and Workflow
Overview of how Session Tracks are used and the workflow for adding tracks and assigning reviewers.
-
Adding Speakers to Sessions
Instructions for adding speakers to a Session with Instances in the Certain Help Center.
-
Appending Agenda Items to an Email Template
Uses Display Rules to include the Personal Agenda in an Email Template and shows how to create and apply the rule.
-
Changing Contact Information on the Event Registration Confirmation Email
Instructions to change the From address on the Event Registration Confirmation Email in Certain Platform.
-
Profiles FAQ
FAQ covering profiles: searching, adding or updating, inviting/registering, exporting, change history, and removing PII.
-
Copy an Existing Report
Instructions for duplicating a report using the Report Copy Wizard in the Reports/Analyze page, including steps to copy a report and handling Changes ...
-
Product Request
Instructions for requesting features for your Platform Account by emailing help@certain.com, with options to provide feedback and view comments.
-
How to Mark an Event as Favorite
Instructions for marking an event as favorite in the Certain Help Center.
-
Update Full Capacity/Inventory Messages
Instructions to update messages for full inventory items or reached capacity for sessions and agenda items.
-
Inline Additional Registrations
Summer Release 8.3.8 introduces an Inline Addl Registrations feature to capture multiple attendees on a single form page with up to 200 additional reg...
-
Setting Up Digital Sessions
Guidance for configuring digital sessions with Zoom or ON24 using Certain Signal on the Certain Platform.
-
Digital Events: Using Certain Signal with ON24
Guidance for configuring Certain Signal with ON24 for digital events, including prerequisites and step-by-step setup.
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Setting Up a Digital Event
Guidance on configuring digital events with Certain Signal and webinar providers Zoom or ON24.
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Digital Events: Using Certain Signal with Zoom
Guidance for configuring Digital Events in Certain Signal with Zoom, including prerequisites and setup steps.
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Build and Manage an Event - Step 3
Step-by-step instructions for creating and customizing registration forms in the Certain platform.
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General FAQ - About Spam Filtering
Explains how email spam filtering works for Certain, including default From address and DNS entries to send from a different domain.
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General FAQ - Sending Emails
General FAQ about sending emails in the Certain platform, including group and individual messaging, and saving email templates.
-
General FAQ - Managing Room Sharing and Roommate Matching
Explanation of Room Sharing and Roommate Matching (RSRM) and where to enable and configure the feature in the Certain platform.
-
General FAQ - Activating Agenda Item Waitlist on Forms
Instructions to enable and use the waitlist option for full agenda items in agenda forms.
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Recommended Dimensions for Extended Display > Main Image Field
Guide to Main Image sizing in Extended Display and how to set header banners in Certain.
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Email a group of registrations
Instructions for emailing a group of event registrations using templates in Certain.
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Speaker Email Templates
Guidance for creating and managing speaker email templates in Certain Help Center.
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Removing extra bullet points when using Content Block on email templates
Guidance to fix extra blank bullet points in Outlook when using Content Block in email templates by inserting a hidden div after bullet lists.
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Dynamic Emails Guide
Guide explaining how to use Content Blocks and Display Rules to create dynamic email templates based on registration values.
-
Check-In: Alert Configuration
Configure VIP alerts for Certain Check-In, including alert name, active dates, triggers, attendees, and contacts.
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Check-In Insights
Dashboard with real-time graphs for Check-In data, including Over Time, Attendee Type, and Questions Analytics.
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Check-In: Profile Configuration
Instructions to configure profile fields shown in the Certain Check-In app.
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Check-In: Basic Configuration
Configuration page for the Check-In Basic settings, including Temporary Access Code, Guest List options, and related features.
-
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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Data Extraction Guide
Guide to extracting historic profile, registration, and event data from a Certain account using custom reports and APIs.
-
API Fetch - Eloqua step by step configuration
Step-by-step guide to configure API Fetch with Eloqua to ingest Eloqua contacts as Certain registrations for your event.
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API Fetch walkthrough
Step-by-step configuration for API Fetch data source in the Certain Platform.
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API Fetch FAQs
FAQ about API Fetch, the data synchronization feature included with Certain Enterprise.
-
Signal Integration with Advanced Webhooks Guide
Technical guide for integrating Certain Signal with third-party apps using Advanced Webhooks, including nested JSON support and Mappings.
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Signal Integration with Webhooks Guide
Guide to using Certain Signal to integrate with third-party apps via Webhooks, covering setup steps, tags, connections, flows, mappings, and diagnosti...
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Custom Questions
Overview of how to use custom questions to collect event-specific registration data in Certain, including definitions, types, headers, and profile que...
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Group List
Group List enables managing registrant groups for events, including adding, editing, importing, and assigning attendees, with optional agenda items, s...
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Sel? and Web? options
Warning about using Sel? and Web? options for Agenda Item Questions and how these options can remove agenda items from registrations.
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'Send Email' for accepted registrations
Help article explaining optional email templates for accepted registrations and the risk of sending duplicate emails.
-
How to Update Event Template Thumbnails
Guide to upload a preview image for an event template with a recommended size of 200 x 150 pixels.
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Session Reminders
Automated, scheduled session reminder emails with Dynamic Data Fields, templates, scheduling, testing, and analytics.
-
Travel Packages (Flights) Guide
Guide to configuring and using Flights and Flight Packages within the Travel Packages sub-module of the Travel Module 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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How to Create a New Event
Guidance on creating a new event in the Certain platform, including from scratch, copying, or using templates, and entering event details.
-
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.
-
Prompting Event ROI: A guided approach to prompting AI for event marketing and R...
A structured, multi-section guide for crafting prompts to drive event ROI using AI-powered insights.
-
The Powerful Impact of In-Person Experiences on Event ROI
A multi-section guide analyzing how in-person enterprise events drive ROI, with 2022–2024 trends and guidance on event management and intelligence.
-
Event Automation
A marketing brochure detailing how Certain's Event Automation helps data-driven marketers manage events, capture attendee insights, and drive ROI thro...
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How Events Drive Revenue
A slide deck describing how event-driven experiences accelerate buyers through discovery, consideration, and decision to drive revenue.
-
How can I still deliver on my business objectives through digital events?
A guide for transitioning in-person events to digital formats with integration and engagement strategies.
-
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.
-
Event Data Strategy Best Practices
A practical guide for marketers on using attendee data to personalize engagement and drive measurable event outcomes.
-
Connect More! 19 Ideas for Greater Event App Engagement
A six-section guide detailing practical ideas to boost engagement with mobile event apps through personalization, gamification, agenda management, cro...
-
Transform Cold Leads Into Hot Opportunities with Certain
Marketing content on turning cold event leads into warm opportunities using Certain's end-to-end event experience.
-
Why a Mobile Event App? Amazing Insights. That’s Why.
Overview of the rationale and benefits of using a mobile event app to capture attendee data and enable real-time insights.
-
How to Leverage Event Management Software to Generate More Revenue from Events
A marketing-focused guide on measuring and improving event ROI through integrating event management with marketing automation and data intelligence.
-
Request a Touchpoint Ignite Demo
A page to request a Touchpoint Ignite Demo for event management.
-
Seamless Event Payments with Certain + Stripe
Certain’s integration with Stripe enables fast, familiar payments for event registrations, sessions, and add-ons with secure, global infrastructure.
-
Event Management Software For Virtual Events
Event management software for virtual events to engage audiences, leverage event intelligence, and scale thousands of virtual events.
-
Bring Events Into Your Marketing Technology Stack
End-to-end event automation platform that aggregates event data into real-time insights for marketing operations.
-
Drive a Higher ROI from Every Event
Marketing executives can improve ROI from events by leveraging rich attendee data, integrated lead scoring, and targeted content.
-
In-Person Events Easily Planned, Delivered & Repeated
Event automation platform for in-person events enabling replication, efficiency, branding, scale and insights.
-
Unify Virtual and In-person Audiences With a Consistent and Engaging Hybrid Even...
Hybrid event management platform enabling in-person and virtual audiences with engagement tools, branding, templates, and insights.
-
Create Highly Engaging and Memorable Attendee Experiences
Certain's event marketing software for event planners helps create engaging attendee experiences with an all-in-one platform.
-
Turn Event Data into Real-Time Revenue Acceleration
Certain Signal orchestrates event data flows to turn event interactions into actionable buying signals for marketing and sales.
-
Training for Successful Events
Training resources to maximize event success on the Certain platform, including Certain University and Training Webinars.
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Your Event Success Is Our Priority
Certain’s team of event management consulting professionals brings extensive experience in building your events, templates, forms, website design and ...
-
Event Management Services
Overview of Certain's event management services, including global support, consulting, and training.
-
Reading Your Buyer's Mind On-demand Webinar
On-demand webinar about unlocking buyer intent through event data and advanced engagement tools.
-
Igniting Event Experiences with Touchpoint Ignite
On-demand webinar about gaining deeper audience insights and leveraging event intelligence and AI to improve event experiences.
-
Take a Tour of Touchpoint Ignite Event App
A tour of the Touchpoint Ignite mobile event app highlighting key benefits and features.
-
Take a Tour of the Certain Solution
Product tour page for the Certain Solution highlighting a 2-minute tour and a key benefits slide with a CTA.
-
Take a Tour of Event Advisor
Overview of the Event Advisor tour with start instructions and a tour preview.
-
Our Customers Tell The Best Stories
Customer stories about Certain’s event management platform featuring Rockwell Automation, National Instruments, Grand Connection, and a leading hearin...
-
Take a Tour of Session Advisor
Take a tour of Session Advisor, including tour instructions and demo note.
-
Take a Tour of Certain Event Intelligence
Overview of the Certain Event Intelligence product tour and its benefits.
-
Your CEO Asks
ROI-focused page addressing resources and insights to deliver measurable return on investment from events.
-
Why a Mobile Event App? Amazing Insights. That’s Why.
A guide explaining the value of a mobile event app, with sections on management, engagement, and analytics.
-
Where’s Your Event ROI?
Infographic about event ROI: 80% say lead generation is the #1 goal; 48% report any ROI metric.
-
What’s Next in Event Intelligence
Whitepaper exploring AI’s potential within the event industry, including AI’s impact on current trends, the role of event data, AI’s reciprocal role i...
-
Ultimate Guide to Event Success
From conceptualizing and strategizing your event to managing budgets, engaging attendees, and measuring impact, the Ultimate Guide to Event Success wi...
-
The Ultimate Guide to Event Buying Signals
A guide for marketers to leverage buying signals and AI to improve event outcomes and drive growth in B2B events.
-
Turning More Audiences into Customers with AI-Powered Personalization
Learn how to leverage AI-powered personalization to convert audiences to customers with AI personalization.
-
Turning Event Data into Gold – 7 Ways to Measure the Business Impact of Your Eve...
Video-on-demand resource outlining seven methods to measure the business impact of events using Certain's platform.
-
Turn Engagement Signals into Pipeline
Explore Certain's Event Management Technology Solutions to turn engagement signals into pipeline.
-
Turn Cold Event Leads Into Hot Opportunities with Certain
Infographic describing how Certain’s end-to-end event management solution can convert ice-cold leads into warm opportunities.
-
The Ultimate AI Tech Stack for Event ROI
Overview of Certain's AI-powered event technology stack to maximize event ROI.
-
The Top 10 Best Event Management Software Features
Infographic detailing ten key features of event management software to drive quality data and real-time insights.
-
The Event Marketing Playbook: Mobile Strategy
Tips and best practices for developing and executing a mobile strategy for events before, during, and after the event.
-
Setting Up Your Sales Meetings for Success
Infographic with tips for booking face-to-face sales meetings during events to drive pipeline.
-
Session Break: Hybrid Event Planning & Execution
Video On Demand featuring Kent Martin discussing key considerations for planning and delivering hybrid events.
-
Session Break: 3 Ways to Get Your Attendees Engaging with Each Other Using an Ev...
Learn more about how to promote attendee engagement with a mobile event app using features like discussion threads, Q&A and leaderboards.
-
Scaling Event Intelligence for Business Success
A whitepaper outlining how to scale event intelligence across an entire event portfolio to measure ROI and impact.
-
Redefining the Event Landscape in the Enterprise World
Part 1 of Certain's Enterprise Events series exploring the evolving role of events as strategic tools to drive growth, foster innovation, and enhance ...
-
Real-Time Marketing Guide
Download this guide to learn more about the intersection of real-time marketing automation and event management technology.
-
Igniting Event Experiences with Touchpoint Ignite
On-demand webinar about unlocking buyer intent through event data using advanced engagement tools and analytics.
-
Reading Your Buyer’s Mind
In this on-demand webinar, learn how to unlock buyer intent through event data with advanced engagement tools and analytics for personalized, impactfu...
-
Power Templates
With Power event templates, we equip event and marketing professionals to easily create events that are versatile and efficient, offering a seamless a...
-
Post-Event Metrics to Deliver
Tracking key post-event metrics around demand and pipeline creation to showcase how events deliver on business goals.
-
Event Personalization at Scale
Overview of Certain's event personalization features including enterprise event management software and event intelligence.
-
Your Events are Talking, Are You Listening? (Video On Demand)
Explore Certain's Event Management Technology Solutions, including Manage Events, Engage Attendees, and Analyze Performance.
-
Measuring Event Success Across the Funnel
Infographic about evaluating event impact across the buyer journey and aligning event goals with funnel metrics.
-
Marketing Event Automation Simplified
Download this infographic to learn about how combining data from marketing automation and events is a powerful way to deliver ROI.
-
The Event Data Orchestration Cycle
Infographic explaining how to transform raw event data into quality insights through a structured data lifecycle.
-
The Powerful Impact of In-Person Experiences on Event ROI
In Part 3 of our Enterprise Events series, we take an in-depth look at enterprise events from a C-Suite perspective and answer questions such as: Are ...
-
The Hybrid Event Strategy Playbook
An ebook outlining how to blend in-person and digital event experiences into a hybrid strategy.
-
The Hybrid Attendee Engagement Journey
Infographic describing how to tailor attendee engagement to registration type for hybrid events.
-
How to Accelerate Revenue with Intelligent Events
Guide to accelerate revenue with intelligent events using Certain's event management technology solutions, including Manage Events, Engage Attendees, ...
-
How Marketing Events are Changing
Infographic about how marketing events are changing and related resources from Certain.
-
How Events Drive Revenue
Infographic detailing how events drive revenue.
-
How Grand Connections Scaled Events with Certain
Video On Demand resource detailing Certain's event management technology solutions, including Enterprise Event Management Software, Touchpoint, and Ev...
-
Getting the C-Suite on Board with Your Events Strategy
Research shows the C-Suite is more and more involved in day-to-day decision-making, and events strategy buy-in is more important than ever.
-
Gathering Attendee Feedback – Beyond the Event Experience
Learn how to harness the power of event data to unlock buyer intent and identify important buying signals in this on-demand webinar.
-
The Future of Events: ABM Strategy
Whitepaper describing how account-based marketing (ABM) integrates with events and why ABM is key to unlocking the future of events.
-
From Signals to Sales: Activating Intent Data from Events
Video on demand webinar transcript about activating intent data from events.
-
Events as a Strategic Lever in B2B Marketing
This eBook, Part 2 of our Enterprise Events series, explains how events can serve as a strategic lever in B2B marketing, from planning to measuring im...
-
Event Strategies to Accelerate the Buyer Journey with Deep Insights
An eBook detailing strategies and best practices for leveraging AI and EI to accelerate the buyer journey at events, with a roadmap for connecting wit...
-
The Event Marketing Playbook: Metrics & Data Strategy
Data is the secret weapon behind the most successful B2B marketing campaigns. This Playbook covers tracking key event marketing metrics to uncover hid...
-
The Event Marketing Playbook: Engagement Strategy
Guide outlining engagement-focused event marketing best practices to streamline execution and improve ROI.
-
The Event Marketing Playbook: ABM Strategy
A guide on aligning sales and marketing for ABM and optimizing events for ABM programs.
-
Event Management Overview
Video on demand overview of Certain's event management technology solutions including Manage Events, Touchpoint, Event Intelligence, and additional re...
-
The Event Intelligence Playbook
A guide outlining ROI considerations, data challenges, and resources for event marketers.
-
Get Intelligent Insights From All Your Events
We help you track and analyze your event data and send signals to improve attendance, engagement, and revenue across all events, including hybrid, in-...
-
Event Engagement Overview
Attendees rely on their mobile devices for just about everything. View this event engagement overview to learn how to make events memorable.
-
The Event Engagement Data Playbook
Guide to driving, capturing, and acting on attendee engagement data for virtual, hybrid, and in-person events.
-
Event Data Strategy Best Practices
Infographic outlining best practices for an event data strategy to engage attendees and drive measurable outcomes.
-
Ultimate Guide to Event Data Orchestration
Event data plays a crucial role in driving business outcomes by empowering marketing professionals to make informed decisions. This guide covers every...
-
Event Automation for Data-Driven Marketers & Event Professionals
Infographic detailing how Certain's event management technology helps data-driven marketers and event professionals.
-
Elevating Event Experiences with Deep Audience Insights
A guide offering tips and best practices to drive, capture, and act on attendee engagement data and connect events to measurable business results.
-
Delivering Business Objectives Through Digital Events
Infographic describing how digital events deliver business objectives and showcasing Certain's event management technology solutions.
-
Crack the Code – Understanding Your Event Attendees
Video on demand webinar about uncovering attendee priorities, needs, and interests; how to ask the right questions, interpret behavior, and detect int...
-
7 Seriously Simple Steps to Convert More Event Leads
Guide detailing seven steps to convert event leads using attendee data, engagement, and nurturing strategies.
-
Certain Touchpoint Engagement App
Infographic page describing the Certain Touchpoint engagement app, its capabilities to engage attendees before, during, and after events, and related ...
-
Certain Signal: Event Data in Action
Infographic about how Certain Signal filters noise to enable real-time action on event data.
-
Certain Event Advisor Webinar & Demo
Video On Demand presentation of Certain Event Advisor Webinar & Demo and related solutions.
-
4 Steps to Better Understand Your Audience
An infographic describing how events generate data and the importance of using the right technology to interpret it.
-
Better Together: Digital + In-Person Strategies = Greater Return for Businesses ...
Guide exploring how digital and in-person strategies together drive greater return for businesses and customers.
-
From Attendee to Advocate: Mastering Buyer Engagement at Events with AI & Event ...
An eBook detailing how AI and event intelligence drive attendee engagement and revenue at events.
-
2024 AI Trends for Event Management
In this guide, Artificial Intelligence (AI) is transforming the event industry and trends poised to revolutionize the field in 2024 and beyond.
-
3 Ways AI-Powered Session Recommendations Can Help Elevate Your Events
Video-on-demand resource exploring how AI-powered session recommendations can enhance event experiences.
-
3 Proven Ways to Turn Event Leads into Revenue – Fast
Video on demand featuring three proven ways to turn event leads into revenue quickly.
-
Event Marketing and Management Learning Center
A hub of guides, infographics, videos, webinars, and whitepapers on event marketing and management.
-
Event Marketing and Management Learning Center
Video-on-demand resources and learning content for event marketing and management.
-
Event Marketing and Management Learning Center
Learning center with infographics and resources on event marketing and management.
-
Request a Certain Demo
Form to request a demo of Certain's event management platform.
-
Gather Digital Has Become Certain Touchpoint
Gather Digital has become Certain Touchpoint; the mobile event app continues the mission to bring people together.
-
Select the Ideal Package for Your Team
Pricing plans for Touchpoint Ignite, Certain Pro, and Certain Enterprise.
-
Thomson Reuters Wins Big at the Stevie’s — Certain Proud to Power Their Success
Certain congratulates Thomson Reuters on Stevie Awards wins for SYNERGY2024 and explains how Certain's AI-powered event technology powers engagement a...
-
MarketingProfs Highlight the Power of Certain’s Event Intelligence & AI in Drivi...
Summary of MarketingProfs article on leveraging Certain's Event Intelligence and AI to boost marketing ROI.
-
Certain Announces Strategic Partnership with InEvent to Create a Unified Event T...
Certain and InEvent announce a strategic partnership to create a unified event technology ecosystem, combining virtual and in-person capabilities.
-
Certain Launches Touchpoint Stream to Power High Engagement Virtual and Hybrid E...
Certain announces Touchpoint Stream, a central platform for interactive virtual and hybrid events with live and on-demand content and attendee engagem...
-
Certain Launches Event Advisor, an AI Product That Generates Personalized Recomm...
Certain announces Event Advisor, an AI-native product delivering personalized attendee recommendations and real-time buying signals.
-
Certain Launches API Fetch: A Revolutionary Event Data Syncing Solution
Certain launches API Fetch, a data integration solution enabling automated event data synchronization for marketing professionals.
-
Certain Launches Touchpoint Ignite: Transforming Events with Deep Audience Insig...
Certain announces Touchpoint Ignite, an AI-powered event app that transforms engagement data into deep audience insights and actionable intelligence.
-
Certain Integrates Stripe to Expand Global Payment Flexibility and Real-Time Rev...
Certain announces expanded Stripe payments integration to support 100+ methods, global payments, and real-time analytics.
-
Certain Announces Strategic Partnership with Capture Technologies to Enhance Eve...
Certain announces a strategic partnership with Capture Technologies to enhance on-site event operations and deliver real-time insights across the even...
-
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...
-
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.
-
Stripe | Partner
Certain’s integration with Stripe enables fast, familiar payments for registration, paid sessions, and add-ons, backed by Stripe’s secure global infra...
-
Samantha Smith Productions | Partner
Partner profile for Samantha Smith Productions on Certain.
-
Registr8 | Partner
Registr8 is a boutique company with registration management experience offering online registration, housing management, onsite services, badging, and...
-
Realise | Partner
Realise provides event registration expertise, pre-event website design, on-site technology for badging, data capture, and training to deliver registr...
-
ON24 | Partner
ON24, the marketing technology leader helping enterprises deliver live and always-on digital experiences such as webinars, multimedia content hubs and...
-
metroConnections | Partner
metroConnections is your single source for creating and managing the entire event experience from conferences and meetings to stage productions and tr...
-
Meetingselect | Partner
Partner page describing Meetingselect, a global meeting management platform and venue sourcing provider with a large database of hotels and meeting sp...
-
InEvent | Partner
Partner profile for InEvent outlining its global event management platform for virtual and hybrid events.
-
Hartmann Studios | Partner
Hartmann Studios partner page describing world-class events and experiential marketing solutions.
-
Grip | Partner
Grip is the leading AI-powered event, networking and matchmaking platform that helps event organizers, exhibitors, sponsors and visitors be more succe...
-
EventOPS | Partner
EventOPS is an Event Resource Management system designed for your scaled event team – built to make requesting, budgeting for, and operating events st...
-
Demandbase | Partner
Partner page describing Demandbase, a targeting and personalization platform, and its event-focused benefits.
-
Capture Technologies | Partner
Capture Technologies delivers efficient on-site event solutions, specializing in badge printing, registration, and attendee management, with access co...
-
Attendee Management | Partner
AMi provides technology-based attendee management services using event registration software to help organizations simplify event planning and attende...
-
A-Plus Meetings | Partner
A-Plus Meetings & Incentives is one of the country's largest and most respected certified woman-owned meeting companies. A-Plus Meetings & Incentives ...
-
Certain Partner Network
An ecosystem of valued partners with proven solutions to help you add value to your events programs.
-
Expand Your Reach With Our Expertise
Information about Certain's partner program, technology and services partners, and data-driven event insights.
-
Thank You For Visiting Our Booth At IMEX America 2024
Resources from Certain at IMEX America 2024, including event intelligence playbooks and guides.
-
Thank You For Visiting Our Booth At IMEX America 2023!
Thank you page for IMEX America 2023 visitors with resources on event intelligence, event management, and event engagement.
-
What is Hybrid Event Management Software?
Definition of hybrid event management software and how it enables in-person and virtual participation.
-
What is Event Intelligence
Definition of event intelligence and its scope and application.
-
What is Event Automation Software?
Definition of Event Automation Software: a technology evolved from traditional event management software to automate, personalize, and measure event m...
-
What is Audience, Participant, or Event Engagement?
Definition and scope of audience, participant, or event engagement and how technology enables it across event formats.
-
What is a Hybrid Event?
FAQ page answering what a hybrid event is.
-
Who Uses Event Automation Software?
FAQ detailing who uses event automation software and related solutions.
-
What is the Proper Way to Track Event Attendees and Participants?
FAQ describing how to track event attendees and participants using spreadsheets, marketing automation, CRM, or end-to-end event management systems.
-
What Is a Mobile Event App?
Definition and uses of mobile event apps for attendees, organizers, and sponsors.
-
What is Event Intelligence Software?
Definition and overview of event intelligence software, including its purpose and capabilities across events.
-
On-Demand: Reading Your Buyer’s Mind: Event Strategies for Truly Getting to Know...
In this on-demand webinar, we’ll show you how to unlock your buyer intent through event data.
-
The Ultimate AI Tech Stack for Event ROI
Learn how to scale, engage and drive revenue from events with AI in this engaging webinar.
-
Turning Event Data into Gold – 7 Ways to Measure the Business Impact of Your Eve...
An on-demand webinar about transforming event data into meaningful insights.
-
Turning More Audiences into Customers with AI-Powered Personalization
On-demand webinar about transforming audience intent into meaningful customer actions using AI-powered personalization.
-
Transforming Your Event Data into Revenue and Results
On-demand webinar about Event Intelligence and turning event data into revenue and results.
-
Igniting Event Experiences with Intelligence & AI
On-demand webinar about unlocking a deeper understanding of event attendees and delivering revenue from events.
-
On-Demand Touchpoint Demo
Demonstration of the Touchpoint mobile event app by Certain, showing attendee engagement before, during, and after events.
-
Too Many Sessions, Activities, People to Meet: Let AI Decide
On-demand video about attendee decision fatigue and AI-assisted session selection at events.
-
Gathering Attendee Feedback – Beyond the Event Experience
On-demand webinar about harnessing event data to unlock buyer intent and identify important buying signals.
-
Event Intelligence | Demo
On-demand demo of Event Intelligence showing data across events, turning it into insights, and viewing event performance.
-
Crack the Code and Understand Your Event Attendees
On-demand webinar to uncover insights into event attendees’ priorities, needs, and interests using AI.
-
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.
-
Event Center For Marketers and Event Planners
Learn and grow with Certain’s world-class events, past and present.
-
Request a Demo of Certain Event Advisor
Form to request a demo of Certain Event Advisor.
-
Improving Efficiency & Lead Quality
Rockwell Automation partnered with Certain to centralize global event data, improving efficiency, lead quality, and global scale.
-
National Instruments Achieves Significant Cost Savings and Accelerates Lead Gene...
National Instruments uses Certain's end-to-end event management platform to accelerate lead generation and reduce event-related costs.
-
How Grand Connection Scaled Events with Certain’s Smart Event Technology
Grand Connection scales events with Certain’s Smart Event Technology to streamline workflows and enhance attendee engagement.
-
Connect with our Awesome Sales Team
Form to contact Certain Sales and reach departments such as Support and Accounting & Billing.
-
Contact Us
Contact page for Certain with a form to connect, and information for support and billing contacts.
-
Request a Demo of Certain Buying Signals
Form to request a demonstration of Certain Buying Signals, featuring fields for first name, last name, company, and work email.
-
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.
-
What is Event Data Orchestration and Why it Matters
Blog post explaining how event data orchestration turns engagement data into actionable buyer signals to drive revenue and ROI.
-
What Is Data-Driven Marketing and How Does It Improve Your Event ROI?
Overview of data-driven marketing and its impact on event ROI, with steps to implement.
-
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...
-
Unlock the Power of Hosting a Product Session at Events: How to Gather and Lever...
Guide to planning product sessions at events to collect buying signals and turn insights into product strategy.
-
Events Create Moments. Signals Turn Them Into Revenue.
A guide to turning event signals into revenue through signal-aware event management and real-time intelligence.
-
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.
-
Streamlining Event Data Analysis to Maximize Event Success
Overview of how AI-powered event data enables streamlined data analysis and improved event outcomes.
-
Making Every Moment Count: Strategies to Boost Event Engagement and Impact
Strategies to maximize event engagement and impact using data-driven approaches and AI-powered tools.
-
Setting Event Goals: Transform Your Events into Buyer Blueprints
Guidance on creating strategic event goals to align marketing and sales, with funnel-stage KPIs.
-
Achieving Success With Scalable Event Personalization
Discussion of data-driven strategies for scalable event personalization using AI, with four pillars: Centralize, Standardize, Visualize, Contextualize...
-
How AI is Revolutionizing Event Personalization: Meet Certain’s Session Advisor
Overview of Session Advisor, an AI-powered tool for personalized event experiences and attendee engagement.
-
Real-Time Signal Delivery: When Speed Meets Context, Revenue Teams Win
An analysis of real-time signal delivery in event data and its impact on revenue teams.
-
Orchestrate at Scale: Events Become Your #1 Growth Channel With Seamless Data Ex...
Explains how real-time, context-rich orchestration of event signals enables multiple revenue teams to act in unison and drive revenue.
-
Maximizing Event Success with Signal-Based Solutions: A Catalyst for Marketers t...
Explores signal-based event solutions that connect attendee signals to marketing and sales to drive ROI.
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Mastering B2B Event Strategy: Harnessing AI, Intelligence, and Insights for Succ...
A guide to mastering B2B event strategy using data orchestration, AI, and event intelligence to optimize attendee engagement.
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Leveraging Event Data and AI for Business Success
Blog post recapping a webinar on event data, AI, and buying signals, with Touchpoint Ignite.
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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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Infographic: Measuring Event Success Across the Funnel
An infographic-guided overview of measuring event success across the buyer funnel, with a framework of questions for evaluating impact and a spotlight...
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Igniting Event Experiences with Event Intelligence & AI
Explores how AI-powered event technology unlocks audience insights and enhances event experiences.
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Transforming Events into Revenue Generators
Overview of how marketing events can drive revenue using data-driven strategies and event intelligence.
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The Future of Events Is AI-Powered — Are You Ready?
Overview of AI-powered event management, Buying Signals, and personalized experiences to drive growth.
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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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Mastering Buyer Engagement at Events
A blog exploring how AI-powered event apps and event intelligence transform attendees into advocates across the buyer journey.
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The Three-Pillar Framework for Turning Event Data Into Revenue Intelligence
A framework to convert event data into real-time revenue intelligence across marketing, sales, and revenue operations.
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Architecting Events for ROI: The Fastest Path to Buyers
A guide to turning events into ROI by designing attendee value, signaling readiness to buy, and aligning formats with buyer stages.
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Events as Living, Breathing Organisms
An exploration of treating events as adaptive, intelligent ecosystems driven by AI, intent signals, and real-time analytics to improve engagement and ...
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Event Strategies to Accelerate the Buyer Journey
Blog post about using AI-powered event intelligence to accelerate the buyer journey and optimize event data.
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5 Must-Have Features of Event Management Technology for Marketers
Overview of five essential features for event management technology for marketers, including mobile apps, automation integration, lead intelligence, a...
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Dreamforce 2025 Decoded: Turn Your Next Event into a Revenue Engine
A detailed, seven-principle framework for turning events into revenue opportunities, inspired by Dreamforce 2025.
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Deep Dive into Event Intelligence: Capturing Event Buying Signals
Explains buying signals, their types, and how to capture them in real time for event intelligence.
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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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Beyond Badge Scans: How Smart Sales Teams Extract Real Value from Events
Guide to turning event signals into revenue through signal intelligence and engagement insights.
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The Impact of Deep Audience Insights on Event Success
Explores how deep audience insights drive event success and revenue, and introduces Touchpoint Ignite.
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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.
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Agentic AI: The Next Evolution in Event Technology
Explains Agentic AI and its impact on autonomous event planning, attendee journeys, engagement, and data orchestration.
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3 Ways to Spark Sales-Ready Conversations Post-Event
Three AI-powered strategies to convert event leads into sales-ready conversations: engagement signals, personalized post-event outreach, and AI-powere...
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3 Ways to Drive Loyal, Repeat Event Sponsors
Three strategies to increase sponsor loyalty including attendee engagement, early bird discounts with post-event surveys, and sharing event learnings.
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3 Steps to Creating Event Content that Drives Business Results
Three steps to create event content that resonates with attendees and drives business results using data orchestration and event intelligence.
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Marketing Event Trends to Watch out for in 2023
Overview of key marketing event trends for 2023, including hybrid/in-person growth, data-driven insights, tailored experiences, omni-channel strategie...
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20 Event Formats Proven to Drive Engagement and Attendee Interaction
A blog post detailing 20 event formats to boost attendee engagement and interaction with categories and FAQs.
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Event Planning and Management Blog
Blog covering event planning, management, and intelligence insights for marketing and sales teams.
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Create Exceptional Attendee Experiences. Capture Every Buying Signal.
Certain helps run engaging events, personalize attendee experiences, and turn engagement into buying signals to accelerate buyer journeys and deliver ...
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Event Planning and Management Blog
A collection of articles about event planning, buying signals, and event intelligence.