Customer Data and Engagement

A guide to using Participant Types to group users and restrict features by participant type in Touchpoint.

Guide to linking within the Touchpoint app using in-app links and URL construction.

Guide to managing education credits, credit types and certificates for sessions.

Live Polling with Touchpoint provides real-time feedback. No extra gear is required.

Information about the Registration Contact and how to create or edit it within the Event Setup section.

Documentation on creating and using Attendee Types for event management, including setup, uses, and configuration options.

Documentation on creating and editing the Basic Template used in the Certain Help Center Attendee Experience.

Step-by-step instructions to close event registration via Form settings or Event Status, with notes on statuses and closing messages.

Guidance on creating registrations from existing data via external files or profile-based methods.

Guidance on sending emails from within the Certain Platform, including sending to a single registrant or a group.

Instructions for creating, editing, and managing agenda items, including import/export, inventory, fees, and planning.

Legacy feature enabling custom questions to be assigned to agenda items to support event policies such as ticketing.

Summary page in the Registration area of Account Settings for administrators, listing data from Custom Profile Data, Financial Data, Printable Confirm...

Overview of available user types and how to assign access and permissions in Certain.

Instructions for configuring up to three mass actions triggered when exporting a report.

Documentation on configuring report filters for account reports, including Date, Standard, Drill-Down, and Advanced filters.

Guide to selecting, ordering, sorting, and customizing columns for Account Reports in Certain.

A history of Changes Reports and reports containing the full Credit Card Number run on data within the current account.

Guidance on adding and formatting a custom header and footer for reports using the HTML Editor, with notes on formats and data-field customization.

Guide to creating and modifying custom Profiles reports, including Setup, Display, Groups, Subtotals, Columns, Filters, and Page sections.

Use this page to create and run reports on the profiles in your Certain account.

Instructions for managing custom profile questions in a profile within the Certain Help Center.

Instructions for sending email messages to individual profile contacts from the Email page in the Certain Help Center.

Details about managing profiles and their relation to registrations in the Certain Help Center.

A Changes Report compares current data to earlier data and lists additions, deletions, and changes; settings include locks, labels, and display option...

Guide to setting up and editing a Speaker Catalog in Certain Platform's Event Management system.

Instructions for managing conference catalogs, including adding catalogs, syncing sessions and speakers, and catalog list actions.

Instructions for configuring reviewer pages in the Reviewer Portal, including adding, editing, and previewing pages.

Help article detailing branding and footer settings for the Reviewer Portal, including site header branding, logo options, and linking.

Instructions for configuring the My Information page in the Reviewer Portal of the Certain event management platform.

Guide to setting up and editing a Session Catalog using the Catalog Designer in Certain Platform.

Instructions for configuring the Reviewer Portal login page, including sign-in options, layout, and image customization.

Information about choosing the color palette and navigation bar for the Reviewer Portal, including palettes, colors, and navigation options.

Settings page to configure general event options for the Reviewer Portal, including name, Google Analytics, and display formats.

Instructions for adding and editing tiers in the Speakers and Sessions management module.

Instructional article about managing reviewer tiers in the Speaker and Session Management module, including adding, editing, and deleting tiers.

Guidance on adding, editing, or viewing reviewer records within the Speakers and Sessions module.

Guide to managing session reviews in the Certain Speaker and Session Management portal.

Dashboard page summarizing the current status of session reviews, with funnel chart and tier details.

Help article describing how to configure the Speaker Portal for submitting abstracts, including Submitter, Speaker Details, Session Details, and Addit...

Guide on adding conditional logic to Speaker Portal pages to control field visibility based on rules.

Documentation on configuring the My Sessions page for the Speaker Portal, including layout, editing facilities, and conditional logic.

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...

A brief PDF guide describing how to set up Promo Codes for use in an event.

Instructions for importing event promo codes from a CSV file using the Event Promo Code Import Wizard.

Instructions to import discounts from a CSV file using the Discount Import Wizard.

Help article describing Pending Roommates in the event planning platform.

Instructions to import attendees' accommodation reservations via Excel or CSV into an event.

Guide to importing accommodation blocks via CSV into events, including preparing files, mapping fields, and post-import steps.

Instructions for configuring accommodation sub-blocks to manage hotel room inventory across multiple hotels for events.

Documentation on setting up hotels for events, including hotel details and venue information.

A support-center article introducing the Accommodation Guide PDF for the Accommodation Module in Certain.

A generic page for static content to be displayed on the public side of the Website.

Page describing the Events Calendar Web Page and its options to display Live events or filter by a report.

Instructions for configuring the Events List page on a website, including the Events List Table fields and default message.

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...

Generic Home page for placing static content on the public side of the website.

Documentation of the Website Display shell and CSS classes used in the Certain platform.

Instructions to copy an existing Consolidation report in Certain's Help Center, including steps to use the wizard, naming, grouping, and confirmation.

Documentation on creating and configuring user-defined columns for Consolidation Reports in Certain.

Defines how up to three Mass Actions can run automatically when a report is exported, and how reports can be exported.

Guidance on adding and formatting custom headers and footers in Consolidated Reports using the HTML Editor.

Guidance on configuring Date Filters and Advanced Filters for Consolidation Reports in Certain.

Instructions for selecting and ordering data fields for Consolidation Reports in the Certain Help Center.

Instructions on displaying subtotals and grand totals in event reports, including grouping and numeric columns.

Help article describing how to configure report grouping by summary groups for events in Certain.

Page detailing options for report display and print settings for event reports.

Guidance for creating and managing consolidation reports across multiple events in a Certain account.

Step-by-step guide to remove a registrant from an event in the Certain Help Center.

Steps to locate and copy an event in the Certain platform Event List and create a new event with updated details.

Instructions to delete an event or program from an account or organization on the Certain platform.

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 provide flexibility in how registered and waitlisted sessions are displayed in confirmation and reminder emails.

Overview of the Meeting Requests List page with filters, columns, and actions.

Help article describing meeting requests on websites, including page content and list labels.

Backward-compatibility article about API 1.0 access and migration to API 2.0.

Instructions to view imported registration data in Certain by selecting the underlined number in the All Registrations By Status section on the Regist...

Guide to managing attendee room reservations, sharing, confirmations, and room guarantees.

Mass actions enable bulk updates to registrations; the article explains updating a group of registrations and contrasts with editing each record indiv...

Guide to matching unmatched roommates for room reservations in Certain's Help Center.

Help article describing the Matched Roommates feature in the Certain platform, listing matched roommate pairs and related behaviors.

FAQ page listing questions about managing registrations in the Certain Help Center.

Background and steps for assigning roles to events in the Certain platform.

Step-by-step instructions to import and update accommodation details for registrations in the Certain platform.

Explanation of Primary Form designation and usage in Certain's event forms.

Description of how multi-page data-list pages in Certain's Help Center handle pagination, filtering, and remembered selections.

Instructions to display technical information about the current release in the Certain platform via Help and System Information.

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

Instructions for searching forms across events and across accounts in Certain's Help Center.

To search for Events across accounts and sub-accounts, specify search criteria and Submit to view results.

How to search for profiles across accounts and sub-accounts using fields, operators, and wildcards.

Instructions to search registrations across events and accounts, including criteria, operators, wildcards, paging, and navigation.

Generic help-center page for static content on the public side of the website.

Guide to configuring e-commerce accounts in the Certain platform, including supported gateways and setup steps.

Instructions to link a Certain form from an external website by copying the form URL from the plan form preview.

Guidance on configuring Section Header fields for form sections, including Text Above Header, Header Text, and Text Below Header.

Overview of consolidation reports in the Certain Help Center, including built-in system reports and how to manage custom reports.

Help article describing the Event List for Reviewers in Certain.

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...

Guide to importing groups into an event from a CSV file using the Import Groups wizard.

Information about the Group Reports page in the Certain platform, including Group Summary Report, filtering, columns, and export options.

Learn how to assign a group to selected registrations in Certain's Help Center, including filtering and group selection.

Custom Fields for groups enable storing extra information about each group via the Groups > Group List page for the same event.

Guide to creating and managing registrant groups for events, including assigning attendees and configuring related options.

Instructions and details for creating and managing accommodation blocks for events, including prerequisites, block information, utilization reports, a...

Instructions for adding and configuring Custom HTML sections within a registration form.

Documentation for adding an Event Waitlist form section and configuring its text, header, and behavior.

Documentation for adding accommodations in the Attendee Form, including setup, entry, selection, and customization options.

Instructions to configure the confirmation page for an attendee registration form, including email confirmations, itinerary, calendar additions, and s...

Instructions for the Verify/Edit Info page of the attendee form, including features, labels, and section headings.

Instructions and options for using the Questions section in a registration form, including prerequisites, sections, verify and confirm, and backward c...

Documentation on configuring and displaying Attendee Types in the Attendee Form for event registrations.

Display refers to the look and feel of your event forms, websites and emails, with primary and extended display options.

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...

The registration page contains attendee contact information and basic registration details, including Attendee Type and Status.

Guide to creating and configuring a new registration form within a Certain event.

Overview of the Forms List feature in the Certain Help Center, including how to use the list, configure form sections, and common tasks.

Documentation of online and offline payment options, security settings, tax codes, and related financial configurations for events in Certain.

Overview of managing scheduled agenda items, including types, grouping by groups/locations/tracks, and actions like add, edit, delete, search, and imp...

Guide to attendee types, their configuration, and related fees in an event.

Overview of how event websites are managed, including listing, adding, editing, and organizing websites for events.

Documentation describing how to create and configure summary groupings for supplier reports in the Certain Help Center.

Instructions for selecting and ordering data fields in supplier report columns, including moving fields, filtering, sorting, and customizing column he...

Help article describing how to display subtotals in supplier reports, including group subtotals and per-group/overall totals.

Configure display and print settings for Supplier Reports in the Certain platform.

Instructions for using the Report Copy Wizard to duplicate a Supplier report.

Overview of active Supplier reports and how to manage them in the Certain platform Help Center.

Guidance for creating and editing custom Supplier reports in the Certain platform, including setup steps, page structure, and field definitions.

Instructions for importing suppliers from a tab-delimited text file into the Suppliers database.

Instructions to add and format a custom header and footer for Supplier Reports using the HTML Editor, including supported output formats and data-fiel...

Help page detailing how to edit or add supplier information, including required fields and related hotel and venue details.

Guides detailing Check-In configuration and Quickstart, plus printer and device recommendations.

Instructions to configure VIP alerts in Certain Check-In, including basic configuration, triggers, organizations, attendee types, attendees, and conta...

Guidance for using the VIP alert creation wizard in Certain Check-In, including steps to configure alert name, date range, organizations, attendee typ...

Instructions for defining report export actions and export methods within the Certain platform.

Documentation for selecting and ordering data columns in Event Reports, including sorting and customizing column headers.

Instructions for creating up to 20 user-defined columns in event reports, including first non-blank and column merging.

Instructions to customize headers and footers for custom reports across formats.

Overview of subtotals in reports, including display formats, per-group counts, grand totals, and how to enable and configure subtotals.

Documentation on how to use Date, Standard, Drill-Down, and Advanced Filters to customize report results.

For agenda item quantities, show: The report will return one row per registration, with one column per agenda item. The option selected determines how...

Help article describing how to group report data into summary groups for printable formats.

Options for displaying and printing event report outputs, including formats, data formatting, and print settings.

Help article on configuring the Itinerary PDF appearance and content for events in Certain.

Email template sent to new registrations for digital events; defaults created when the Digital Events module is enabled; editable; includes best pract...

Overview of the Scheduled Emails page, including how to view, edit, and copy scheduled emails within an event.

Documentation for creating and managing reviewer email templates in Certain's Help Center, including fields, from/reply addresses, assets, and attachm...

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

A report listing all qualified sessions and their speakers; exportable to Excel, available when the Speaker and Session Management module is enabled.

A detailed list of all sessions in the event, including session name, code, track, type, capacity, occurrences, and more.

A summary of the numbers of attendees registered for each instance of the event's sessions.

A summary of how many of each scheduled instance of the event's sessions have been selected by attendees.

A detailed list of all speakers assigned to the event, including profile, bio, abstract, and whether speaker agreement and profile pictures have been ...

Instructions for managing sessions in Speaker and Session Management, including adding, editing, deleting, filtering, and scheduling.

The standard summary report All Registrations By Status shows complete and incomplete registrations grouped by status, with two pie charts and a repor...

Overview of the Registration Dashboard in the Event Dashboard, including access, header details, actions, and charts/tables.

An illustrated PDF guide describing how to respond to GDPR data subject requests from individuals seeking rights under the GDPR.

Instructions for adding a custom header and footer to profile reports using the HTML Editor, including supported formats and data fields.

Guide to using Date Filters and Advanced Filters to constrain data in Profile reports.

Instructions for displaying subtotals on profile reports in PDF and HTML, including per-group counts and grand totals.

Instructions for selecting and ordering data columns in profile reports within the Certain Help Center.

Guide to configuring grouping for profile reports, including multi-level groupings, date-based grouping, and display options.

Options for displaying and printing Profile reports in Certain Help Center.

Guidance to create or edit a profile, including required fields, contact data, addresses, and notes.

Security options in Certain Help Center Account Settings, including session timeout, password expiration, and email-related configurations.

Guidance for configuring e-commerce accounts, processors, currencies, and payment options in Certain.

Help Center article describing how to view and update account information for administrators in the Certain platform.

Instructions to copy an existing Account or System Report using the Report Copy Wizard.

Documentation for creating and editing account-level custom reports, including visibility, report types, and changes-tracking.

Administrators can tag standard and custom registration statuses; includes API 2.0 tagging details and a list of standard statuses.

Guide to adding, importing, editing, and deleting industries at the account level for use in speaker and session management.

Help article describing how to add, import, and manage account-level job functions for speakers and sessions.

Instructions to set up General Ledger accounts for events in Certain, including the default G/L account list and how to customize values.

Details on Custom Event Data in Certain: access, usage, questions, and management per account.

Guide for integrating Certain Signal with Salesforce, including prerequisites, tagging, connections, flows, mappings, and troubleshooting.

Guide to using Certain Signal to integrate with Marketo, including setup of tags, connections, flows, and dashboards.

Privacy compliance access details and sub-module navigation for Administrators.

PDF user guides for configuring and using Certain Signal to integrate with third-party applications.

Configuration options for branding and settings of the Certain Check-In app, including account logo, header/footer background, and event list display.

Overview of account history retention, records, and download options in the Certain Help Center.

Overview of Single Sign-On connections for a Certain account, including types, editing, and field mappings.

Documentation of the Entry Page for Attendee Form, covering access permissions, waiver, login options, passcodes, SSO, and related settings.

Step-by-step instructions to create, edit, and delete email templates within an event.

Guide on controlling crawlability of Certain events using ROBOTS META tags and related practices.

Instructions for scheduling emails to registrants in Certain Platform using Email Templates.

Information on integration settings to use Stripe as a payment processor in events, including unsafe processing and enabling the setting.

Guidance for creating and managing users within an account in the Certain platform, including permissions and password setup.

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

Release notes for 2025 Spring Release #6 (8.3.29).

Release notes for the 2025 Spring Release #4 (8.3.27) of the Certain platform.

Release notes for 2025 Spring Release #3 (8.3.26) covering fixed issues including accounts usage reports, agenda item guest list, email handling, form...

Release notes for 2025 Spring Release #2 (8.3.25), detailing enhancements and bug fixes.

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 to turn event engagement into sales and optimize attendee experiences.

Get all the information you need about the intelligent Event Management Solution from Certain. Whitepapers, guides, infographics, webinars, and more.

Infographic resource for event marketers on using generative AI prompts to drive registrations and engagement.

In this eBook, we delve into how Artificial Intelligence (AI) is transforming the event industry and explore the latest AI trends poised to revolution...

A hub of content for event marketing and management, offering guides, infographics, videos, webinars, and whitepapers.

Power your marketing and sales ecosystem with connected event operations and insights through Certain integrations and APIs.

Certain's enterprise-grade event management platform orchestrates attendee journeys, AI-powered personalization, and data-driven insights to drive ROI...

Gain a 360-degree view of buying signals and attendee behavior with Certain Event Intelligence.

Deliver personalized, data-driven event experiences at scale with Touchpoint Ignite. Turn engagement into insights and revenue.

Zoom partner page describing Zoom's cloud platform for video, voice, content sharing, and chat for events and collaboration with Certain.

Overview of Certain's Attendee Experience and AI-powered personalization to convert engagement into ROI.

Event Advisor personalizes attendee journeys with AI recommendations while capturing engagement data and intent signals.

Case study on how Touchpoint boosted attendee engagement and booth activity for a leading medical devices company.

Overview of Certain, a company turning events into revenue with AI-powered event technology; leadership and core values.

Instructions to download and use the QR code embedded with the App Info URL for Touchpoint apps.

Instructions for managing a live poll from the VIP Portal, including login, selecting polls, editing questions, displaying questions, and projecting r...

Guidance on Wi-Fi considerations for Touchpoint app at events, including bandwidth usage, app data sync, and live polling considerations.

Documentation for exhibitors on how to use the VIP Exhibitor Portal to view and edit profiles, upload materials, manage staff, tailor lead capture for...

The VIP Speaker Portal enables speakers to view and edit their profiles, access session surveys, upload presentations, and run live polls for events.

Overview of the Lead Retrieval feature including administrator/VIP portal and lead scanning instructions.

Device version requirements for Android and iOS to run the Event App

Instructions to request a password, check email, and create a password for the Touchpoint app.

Updates for the Touchpoint July 2025 release, including agenda navigation, messaging controls, and CMS announcements.

Instructions to enable attendee-to-attendee messaging in Touchpoint by turning on the feature in the event dashboard.

Guide to sponsorship opportunities within the Certain Touchpoint app, including rotating home page images, session ads, news stories, and exhibitor li...

Overview of Touchpoint security responsibilities, including CMS account access, auto logout, password requirements, and reporting security concerns.

Instructions to bulk upload translations in Touchpoint by exporting primary language content, translating in Excel, and re-importing.

Overview of Event Templates in Touchpoint, including creation, application, included content, and content that does not apply.

Guide to editing event information, icon, and settings in Touchpoint.

Instructions to export content from a previous event to a future event in Touchpoint CMS, including exporting to Excel and importing.

Overview of how to create and manage image maps and street maps in Touchpoint, including adding maps, pins, and locations.

Overview of custom fields for Attendees and Exhibitor Leads, including types, read/write settings, display rules, and precedence.

Learn how to add translation support and use translation fields for multi-language content in Touchpoint.

The Links feature lets you create and manage a list of webpages and files to load in the app or externally.

Instructions to add and configure the Lead Retrieval feature, edit custom fields, grant access, and use the VIP Portal for exhibitors.

Instructions for creating Info items, adding images, applying theming colors, and bulk uploading via spreadsheet.

Overview of exhibitor feature options including check-ins, related links, videos, comments, favorites, attendees, and lead capture in the Touchpoint a...

Capacity planning is an extension of the Agenda feature for managing session capacity in Touchpoint.

Attendance Tracking enables scanned check-ins for sessions by matching QR codes to Lead Codes, with authorized users, badge printing guidance, and att...

Form to submit a support request including email, priority, subject, event info, date, description, and attachments.

TouchPoint webinar recording page in the webinar recordings section.

Webinar recording on Touchpoint Attendee Engagement covering Activity feed, Badge Game, Live Polling, and Survey.

Touchpoint Stream webinar article describing how the platform hosts interactive virtual and hybrid events and consolidates event content and data.

Agenda and resources for Touchpoint Dashboard Training, June 2021, including settings, submission process, and layout features.

Getting started guide for Touchpoint, including a video training series and related articles.

Touchpoint User Dashboard Training article in the Touchpoint Support Center with a video tutorial.

Guide on tagging attendee statuses and sessions required for attendees in Touchpoint.

Overview of how speakers and sessions transfer from the Platform to Touchpoint in the Touchpoint Knowledge Base.

Support article describing data flows from Platform to Touchpoint.

Support article explaining how to edit a new Touchpoint event, with a video demonstration and related articles.

Support knowledge base article about the required items for app submission in Touchpoint.

Instructions for editing the settings of a new Touchpoint app.

Instructions and sample text for announcing a mobile app for an event, including login and download steps.

Guide to designing and managing the Touchpoint interactive badge game, including badge images, rules, goals, and promotion.

Instructions for creating and sharing certificates and provisioning profiles required to publish an app to the App Store.

Guide to setting up and managing Touchpoint Stream, including feature settings, creating streams from Agenda or Videos, broadcasting, and presenter to...

Guidance for bulk uploading agenda sessions into Touchpoint, including required fields, mappings, and import steps.

Details on color theming including defaults, tool usage, editor mappings, and non-themable items.

Documentation detailing iPad home screen panel types and panel settings for Touchpoint.

Guidance on promoting your event app with Touchpoint, including announcements, highlights, and distribution tactics.

Overview of Touchpoint login options, including pre-defined attendee lists and no pre-defined attendee lists, with details on Planner-Created, Attende...

Guidance for preparing app content and submission assets for Touchpoint apps.

Best Practice Process for Client Success for Event App Timeline/Checklist.

Guide to publishing events to the GatherNow app and enabling user access via the CMS and App Store.

Step-by-step guidance for troubleshooting access issues to the Touchpoint On Site app, including unlocking attendees, password checks, and dashboard o...

Guidance for bulk uploading content to Touchpoint using separate spreadsheets and the Import Content workflow.

Related Links let you attach reading materials or presentations to resources such as Agenda Sessions, Attendees, Showcases/Exhibitors, News Stories, T...

Details on agenda feature settings and management in Touchpoint.

Instructions to manage attendees in the CMS, including adding attendees, setting passwords, checking messages, and managing credits, check-ins, badges...

Guidance on using threaded messages in Touchpoint, including group messages and scheduled messages.

Guidelines for creating and managing Groups and Terms to filter lists in Touchpoint.

Instructions for scheduling sessions using the Session Scheduler, including location-based and location-free scheduling, automatic publishing, and mas...

Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.

FAQ covering dashboard refresh, statuses, tracking, retention, and CAN-SPAM compliance for Email Analytics.

Guide on creating and applying percentage-based discounts to event registrations, including promo codes and logic-based discounts.

Details on configuring Display Fields, Content Blocks, and Display Rules for event forms, websites, and emails in the Certain platform.

Instructions to add existing Profiles to a new Event either by importing Registrations or by inviting Profiles.

Explanation of the 'Please wait' error when the maximum number of Concurrent Registrations is reached and troubleshooting steps.

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...

Overview of navigating the main event components in your account, including the Event List and event-specific tabs such as Plan, Promote, Manage, Enga...

Guide to creating and managing custom registration statuses in Certain's event planning platform.

Details page for configuring Event basic information in the Certain platform, including Event Details, Location, Contacts, Custom Data, and currency l...

Documentation on configuring email notifications when inventory thresholds are reached for attendee types or agenda items.

Instructions to add suppliers for an event in the SMM module of Certain.

Overview of the Accommodation Module in Certain, including enabling, workflow, hotels, room types, blocks, sub-blocks, forms, roommates, and registrat...

Guidance for diagnosing dynamic data field display issues in templated emails when recipients are marked as Test Registrants.

Instructions for enabling Web Integration Links and adding new links to customize attendee communications.

Troubleshooting steps for email deliverability when SPF, DKIM, or DMARC checks fail in Certain's event emails.

Guidance on creating fully customized email templates for events or forms in Certain, including styling tips and an example.

Guidance on ensuring email deliverability from Certain, including DMARC, SPF, DKIM, and best practices.

Instructions to change or create a password on a Registrant's behalf by locating the Registrant on the Event Dashboard, editing their registration, an...

Guide on locating potential duplicate registrations when an event has many registrations, including using Excel for large data sets.

Instructions to customize hyperlink appearance on forms and websites using CSS, including example code.

Overview of managing registrations by working with profiles, including creating profiles, importing registrations, inviting profiles to events, and vi...

Instructions to locate and modify a registration in Certain.

Step-by-step troubleshooting for payment processing on complete registrations in Certain's form-based payments.

Troubleshooting steps for changing an event's E-Commerce account in Certain, including currency lock and restoring deleted accounts.

Guidelines for handling chargebacks, adjustments, test payments, and refunds within payments and transactions.

Overview of common Cybersource payment errors and steps to resolve them.

Instructions for administrators about Cybersource setup requirements in Certain Platform.

Options for configuring E-Commerce verification settings in Certain, including AVS verification, ZIP and street matching, and CSC collection.

Information for administrators on how e-commerce works and how to configure within Certain.

Instructions to set up and configure invoice templates in Certain, including template creation, options, and batch/invoice generation.

Instructions to set up cancellation fees, cancel registrations and agenda items, and process refunds.

Guide on enforcing email uniqueness for forms and handling 'A registration already exists' errors in Certain.

Instructions to enable and manage Event Waitlist when event capacity is reached, including configuration of statuses and emails.

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.

Overview of the consequences of changing an event's Event Code in Certain Platform, including file path, image access, and Touchpoint integration impa...

Steps to auto-assign a Speaker Attendee Type to speakers via form logic in Plan.

Explains the effects of marking a form as the Primary form, including how it affects emails and display sections.

Instructions for manual waitlisting: identify waitlisted attendees, set Reg status, configure rules, and notify waitlisted attendees via custom HTML.

Instructions to embed a Google Map into a form by copying the embed HTML.

Guide to enabling the Forgot Password reset link for Registration Forms on the Certain platform.

Instructions to copy Confirmation Emails to a specified email address via the cc field in the Confirmation settings.

Guidance on whether to delete Test Registrations before changing an Event status to Live in the Certain platform.

Certain date-time stamps are displayed in PST on the administration side; event and form times follow PST and calendar zones.

Guide to configuring the Entry Page for a Form, including permissions, waivers, security, passcodes, SSO, and messaging.

Guide to creating and configuring custom registration questions for events, including question types and display options.

Instructions for configuring Event Settings and Modules in the Event Options page.

Instructions to streamline agenda item entry using Import and Export in the Certain agenda module.

Overview of event websites, including definitions, scope, and setup details.

Instructions on publishing online forms and websites in Certain, including how URLs are created and delivered to attendees.

Overview of how event websites are used and the default pages available in a new website.

Overview of how registrations and profiles are created and managed for events in Certain.

Overview of online registration forms and their sections for event registration.

Instructions for creating and using online registration forms, including form sections and setup details.

Overview of creating and managing system users and assigning user types in Certain.

Comprehensive guide to setting up an event in Certain, including event details, attendee types, agenda items, and display settings.

FAQ about collecting multi-event data for Consolidation Reports and using custom questions in Certain.

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...

Overview of the Event Agenda Summary Report in the Certain Help Center, including export, hyperlink behavior, and definitions of status counts and inv...

Help article detailing how to display subtotals in reports, including printable formats, grouping, and notes.

The All Registrations By Status report shows complete and incomplete registrations grouped by registration status for an event.

Overview of the Completed Registrations by Answer Report, including totals by answer options and non-selections.

Administration overview for administrators to navigate account settings in the Certain platform.

Documentation for configuring the Reviewer Portal page used by reviewers to review assigned sessions.

Prerequisites and navigation for configuring the Reviewer Portal in events, including required modules and session layout settings.

Instructions for importing travel data via CSV in the Travel module, including data types, file prep, and import steps.

A summary of all payments and refunds for all of the events in the current account, grouped by the payment type and date processed.

A summary of all payments and refunds for all events in the current account and sub-accounts, grouped by payment type and date processed.

Instructions to allowlist the IP address range used for Certain support emails.

A brief guide to using the Certain Check-In iOS app for on-site attendee check-in and walk-ins.

Guidance on using Avery Design & Print Online templates with Certain badge layouts when not available in the Certain Badge Layout Editor.

Guide to configuring and generating badges in Certain, describing Badges V2 features and workflow.

The Event Registration Chronicles dashboard analyzes the pace of registrations across a series of events, with filters and screenshot mode for present...

Overview of the Event Program Analysis dashboard within Certain's Event Intelligence, detailing how it tracks registrations, attendees, and cost metri...

Guide to using the Performance Dashboard for a single event in Event Intelligence, including totals, demographics, and session data.

High-level Key Metrics dashboard for event performance across registrations, attendance, engagement, and ROI.

Instructions for removing attendees from Certain Platform when the event is integrated with Touchpoint.

Special considerations for updating speaker information in Touchpoint when speakers are synced from Certain Platform or added directly in Touchpoint.

Steps to tag registration statuses with Touchpoint: Synced to pull registrants into Touchpoint from Certain Platform.

Guide to installing and using Certain EventStream within Oracle Eloqua, including prerequisites, installation, configuration, and usage.

Guidance on handling duplicate profile usernames and deleting profiles in Certain's Help Center.

Instructions for importing and updating Registrations using key fields such as Profile Unique ID, External ID, and Username.

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...

Instructions to create or link a Registration Profile for an existing Speaker in an Event, using a Form or not using a Form.

Guidance on attaching speakers to sessions and session instances for Touchpoint integration in Certain Platform.

Instructions for deleting and restoring test registrations in an Event, including single registrations and multiple registrations.

Instructions for managing Master Speakers and instance speakers for sessions in Certain's platform.

Details on adding display logic to Speaker Portal pages, including how to add conditional sections and naming conventions.

Guide to filtering and displaying sessions in the Session Catalog, including highlighted and promoted sessions and default filters.

Overview of the three display styles for speaker and session catalogs and how to configure highlighted and promoted sessions.

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.

Session Reviewers can create and manage recommendations across review tiers, including automatic processing.

Instructions for creating, importing, and emailing reviewers for session reviews on the Certain platform.

Instructions for configuring and editing the My Sessions layout in the Speaker Portal.

Instructions for configuring the My Information page in the Speaker Portal, including edit permissions, layout propagation, field management, and phot...

Overview of submitting a proposal for the Speaker Portal and signing in, with setup instructions for portal pages and login.

Documentation on configuring the registrant login and session display experience in the catalog.

Tips and best practices for theming and configuring session catalogs, including where to find themes and how to use Additional Settings.

Instructions for editing the Reviewer Portal pages, including the Portal page, profile layout, and session layout.

Guide describing how to create up to five session review tiers, including default tier, visibility, privileges, email templates, and recommendations.

FAQ about Session Advisor AI in the Session Catalog, including how it works, setup, performance, and privacy.

You can display form content based on conditions using Inline Actions (on the same page) or Display Actions (on a separate page).

Instructions for displaying agenda items in a form using a table in the Certain Help Center.

Guidance on avoiding special characters in Display Rule and Custom Block names to prevent errors in emails.

Guide to creating and navigating the Power Template in the Certain platform.

Overview of account-level profile data, default fields, and how to manage custom questions and mappings in Certain Platform.

Documentation for creating and editing the Advanced Template in the Certain platform, including Display Fields and Content File usage.

Upcoming changes to Add to Calendar with AddEvent integration in the Certain platform (7.1.7).

Guide on adding Custom Profile and Registration questions to a form using Registrant Details, Question Sections, and Logic Rules.

Improvements to the Event Reports area in Certain Platform 8.0 include a redesigned Report List page, clearer Report Type guidance, grouped Data Field...

Guidance on Pay.gov Response 4054 data validation errors and fixes.

Help center article describing how to resolve the 'The mass action is currently being run in another active request' error in Mass Action reports.

Instructions to create an account-level report to export attendee data including agenda and sessions.

Instructions for creating and using custom display fields in the Certain platform.

Information about ACH refunds when using Certain Platform and instructions for processing refunds outside the platform.

Cancellation fees are not assigned for incomplete registrations; guidance to ensure fees apply by marking Complete and reviewing Attendee Type.

Instructions for removing images and files from the Assets section of an Event or an Account.

Administrators can deactivate users by changing their status to Inactive; deletion is not supported in the workflow.

Instructions for using an agenda item and a logic rule to apply discounts on a registration form.

Instructions to remove access to a Sub-Account in Certain Platform; deleting Sub-Accounts is not supported.

Instructions to grant or revoke full credit card number access for a user, including PCI considerations and steps to modify permissions.

Explains how fees expire and how to change fee amounts in Certain, with examples and screenshots.

Guidance on managing partial payments for additional registrations, including marking registrations complete and handling separate payment and registr...

Instructions for sending confirmation emails to registrants who have made partial payments by creating a partial payment email template and a logic ru...

Instructions to create and filter a Registration History Report to identify registrants who received a sent email.

Instructions to mass download attendee profile images by creating a Registrations report and adding a custom column for image file paths.

Guide to configuring Google Analytics integration in Certain, including how to obtain a Tracking ID and where to add it.

Guide to creating and managing Sub-Accounts within an Account on the Certain platform.

Step-by-step guide to creating a Registration Changes Report in the Certain platform, including setup, locking, wizard steps, and export formats.

Guidance on configuring the Primary Display: background color, fonts, page width, alignment, header/footer, and dynamic data fields.

Extended Display controls the look and feel of Event Forms, Websites, and Emails through HTML-based customization.

Release notes for 2025 Fall Release #4 (8.3.40), including enhancements, bugs, tool tips, and user updates.

Release notes for the 2025 Fall update 8.3.39, including enhancements, bug fixes, and reporting changes.

Fall 2025 release notes for version 8.3.38, detailing bug fixes across Content Blocks, Forms, Attendee Types, Payment Processing, and Reporting.

Release notes for 2025 Fall Release #1 (8.3.37), including bug fixes for Agenda Display Options, Registration search, and Session Import.

Release notes for the 2025 Summer Release #6 (8.3.36) of the Certain platform.

Release notes for Summer 2025 Release #5 (8.3.35), detailing bug fixes for Forms > Inline Additional Registrations, Speaker Email Templates, and Revie...

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

Release notes for the 2025 Summer Release #3 (8.3.33.1), detailing enhancements, On-Demand Badges, and bug fixes.

Release notes for the 2025 Summer Release #1 (8.3.31) in the Certain Help Center.

Release notes for the 2025 Spring Release #7 (8.3.30) detailing enhancements and bugs fixed.

Release notes for the 2025 Spring Release #5 (8.3.28), including enhancements to Registration Administration and fixes for Agenda Items, Stripe paymen...

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...

Post-event tasks including closing registrations, refunds, and reporting for the Certain event platform.

Instructions to publish an event for live registrations, including updating status, opening registration forms, and preparing for live use.

Guidance for planning and creating registration reports for events in the Certain platform.

Checklist to get ready for registrants before accepting online registrations.

Instructions for adding optional options to an event in Certain, including Agenda, Accommodation, Payments, Logic, Additional Registrations, Entry, an...

Step 6 explains how to create marketing elements for an event, including links, website integration, and email templates.

Step-by-step guidance to fill in basic details for an event in the Certain platform.

Step 1 in planning an event in Certain; gather essential details before starting.

Step 5 covers customizing the look and feel of an event using template, basic display, and advanced display options.

Improvements to the Global Search in Certain Platform include expanded search conditions and new Event info columns in Registrations and Results.

Guidance on deleting or delinking webinars from events or sessions using Certain's Signal integrations, with step-by-step instructions.

Instructions to enable automated waitlist processing for session registrations in Certain 8.0.

Overview of the nine email events described for SendGrid analytics and notifications via Event Webhooks.

Overview of Delivered, Bounce, Blocked, and Deferred events in email delivery and what they imply for deliverability.

Overview of common errors in Signal Flows and troubleshooting steps.

Announcement of cipher suite changes affecting Certain products, listing cipher suites and affected integrations.

Guidance on syncing session related links from Platform to Touchpoint using the Touchpoint: Related Link tag.

Instructions to add a hyperlink to an image or banner using an HTML editor in Certain's Help Center.

Steps to delete sessions via mass action in Certain's Speaker and Sessions module.

Steps to create outbound flows to send attendee data to ON24 for event-level or session-level webinars.

Guide for administrators and event builders to create a new event in the Certain platform.

Help center article explaining how to vary email content based on registrant answers using display rules and content blocks.

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.

Steps to attach files to email templates in Certain, including single attachments, Zip files, and external links.

Guide to configure ON24 and Signal for the Certain Digital integration.

Instructions for adding the webcast join URL and Session Catalog link to an Email Template in Digital Events.

Guidance on assigning master speakers to sessions and specific instances, including imports.

Guide to adding speakers manually, via import, or with existing profiles in the Certain platform.

Certain enables manual or bulk session creation using Standard or Conference Layouts, including step-by-step import and one-by-one addition.

Overview of how Session Tracks are used and the workflow for adding tracks and assigning reviewers.

Instructions for adding speakers to a Session with Instances in the Certain Help Center.

Uses Display Rules to include the Personal Agenda in an Email Template and shows how to create and apply the rule.

Instructions to change the From address on the Event Registration Confirmation Email in Certain Platform.

FAQ covering profiles: searching, adding or updating, inviting/registering, exporting, change history, and removing PII.

Instructions for duplicating a report using the Report Copy Wizard in the Reports/Analyze page, including steps to copy a report and handling Changes ...

Instructions for requesting features for your Platform Account by emailing help@certain.com, with options to provide feedback and view comments.

Instructions for marking an event as favorite in the Certain Help Center.

Instructions to update messages for full inventory items or reached capacity for sessions and agenda items.

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...

Guidance for configuring digital sessions with Zoom or ON24 using Certain Signal on the Certain Platform.

Guidance for configuring Certain Signal with ON24 for digital events, including prerequisites and step-by-step setup.

Guidance on configuring digital events with Certain Signal and webinar providers Zoom or ON24.

Guidance for configuring Digital Events in Certain Signal with Zoom, including prerequisites and setup steps.

Step-by-step instructions for creating and customizing registration forms in the Certain platform.

Explains how email spam filtering works for Certain, including default From address and DNS entries to send from a different domain.

General FAQ about sending emails in the Certain platform, including group and individual messaging, and saving email templates.

Explanation of Room Sharing and Roommate Matching (RSRM) and where to enable and configure the feature in the Certain platform.

Instructions to enable and use the waitlist option for full agenda items in agenda forms.

Guide to Main Image sizing in Extended Display and how to set header banners in Certain.

Instructions for emailing a group of event registrations using templates in Certain.

Guidance for creating and managing speaker email templates in Certain Help Center.

Guidance to fix extra blank bullet points in Outlook when using Content Block in email templates by inserting a hidden div after bullet lists.

Guide explaining how to use Content Blocks and Display Rules to create dynamic email templates based on registration values.

Configure VIP alerts for Certain Check-In, including alert name, active dates, triggers, attendees, and contacts.

Dashboard with real-time graphs for Check-In data, including Over Time, Attendee Type, and Questions Analytics.

Instructions to configure profile fields shown in the Certain Check-In app.

Configuration page for the Check-In Basic settings, including Temporary Access Code, Guest List options, and related features.

Instructions to enable session check-in and manage walk-in attendance for sessions in Certain Check-In.

Guide to extracting historic profile, registration, and event data from a Certain account using custom reports and APIs.

Step-by-step guide to configure API Fetch with Eloqua to ingest Eloqua contacts as Certain registrations for your event.

Step-by-step configuration for API Fetch data source in the Certain Platform.

FAQ about API Fetch, the data synchronization feature included with Certain Enterprise.

Technical guide for integrating Certain Signal with third-party apps using Advanced Webhooks, including nested JSON support and Mappings.

Guide to using Certain Signal to integrate with third-party apps via Webhooks, covering setup steps, tags, connections, flows, mappings, and diagnosti...

Overview of how to use custom questions to collect event-specific registration data in Certain, including definitions, types, headers, and profile que...

Group List enables managing registrant groups for events, including adding, editing, importing, and assigning attendees, with optional agenda items, s...

Warning about using Sel? and Web? options for Agenda Item Questions and how these options can remove agenda items from registrations.

Help article explaining optional email templates for accepted registrations and the risk of sending duplicate emails.

Guide to upload a preview image for an event template with a recommended size of 200 x 150 pixels.

Automated, scheduled session reminder emails with Dynamic Data Fields, templates, scheduling, testing, and analytics.

Guide to configuring and using Flights and Flight Packages within the Travel Packages sub-module of the Travel Module in Certain.

Guide to using the Registration Groups as Promo Codes module in Certain.

Guidance on creating a new event in the Certain platform, including from scratch, copying, or using templates, and entering event details.

Guide to configuring Speaker and Session Management in Certain, including Conference Sessions, with setup, sessions, speakers, tracks, and reports.

Overview of recurring sessions, delayed creation, fees, conflict checks, check-in, and edits.

A structured, multi-section guide for crafting prompts to drive event ROI using AI-powered insights.

A multi-section guide analyzing how in-person enterprise events drive ROI, with 2022–2024 trends and guidance on event management and intelligence.

A marketing brochure detailing how Certain's Event Automation helps data-driven marketers manage events, capture attendee insights, and drive ROI thro...

A slide deck describing how event-driven experiences accelerate buyers through discovery, consideration, and decision to drive revenue.

A guide for transitioning in-person events to digital formats with integration and engagement strategies.

A concise guide listing ten key features to evaluate in an event management platform.

A practical guide for marketers on using attendee data to personalize engagement and drive measurable event outcomes.

A six-section guide detailing practical ideas to boost engagement with mobile event apps through personalization, gamification, agenda management, cro...

Marketing content on turning cold event leads into warm opportunities using Certain's end-to-end event experience.

Overview of the rationale and benefits of using a mobile event app to capture attendee data and enable real-time insights.

A marketing-focused guide on measuring and improving event ROI through integrating event management with marketing automation and data intelligence.

A page to request a Touchpoint Ignite Demo for event management.

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 to engage audiences, leverage event intelligence, and scale thousands of virtual events.

End-to-end event automation platform that aggregates event data into real-time insights for marketing operations.

Marketing executives can improve ROI from events by leveraging rich attendee data, integrated lead scoring, and targeted content.

Event automation platform for in-person events enabling replication, efficiency, branding, scale and insights.

Hybrid event management platform enabling in-person and virtual audiences with engagement tools, branding, templates, and insights.

Certain's event marketing software for event planners helps create engaging attendee experiences with an all-in-one platform.

Certain Signal orchestrates event data flows to turn event interactions into actionable buying signals for marketing and sales.

Training resources to maximize event success on the Certain platform, including Certain University and Training Webinars.

Certain’s team of event management consulting professionals brings extensive experience in building your events, templates, forms, website design and ...

Overview of Certain's event management services, including global support, consulting, and training.

On-demand webinar about unlocking buyer intent through event data and advanced engagement tools.

On-demand webinar about gaining deeper audience insights and leveraging event intelligence and AI to improve event experiences.

A tour of the Touchpoint Ignite mobile event app highlighting key benefits and features.

Product tour page for the Certain Solution highlighting a 2-minute tour and a key benefits slide with a CTA.

Overview of the Event Advisor tour with start instructions and a tour preview.

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, including tour instructions and demo note.

Overview of the Certain Event Intelligence product tour and its benefits.

ROI-focused page addressing resources and insights to deliver measurable return on investment from events.

A guide explaining the value of a mobile event app, with sections on management, engagement, and analytics.

Infographic about event ROI: 80% say lead generation is the #1 goal; 48% report any ROI metric.

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...

From conceptualizing and strategizing your event to managing budgets, engaging attendees, and measuring impact, the Ultimate Guide to Event Success wi...

A guide for marketers to leverage buying signals and AI to improve event outcomes and drive growth in B2B events.

Learn how to leverage AI-powered personalization to convert audiences to customers with AI personalization.

Video-on-demand resource outlining seven methods to measure the business impact of events using Certain's platform.

Explore Certain's Event Management Technology Solutions to turn engagement signals into pipeline.

Infographic describing how Certain’s end-to-end event management solution can convert ice-cold leads into warm opportunities.

Overview of Certain's AI-powered event technology stack to maximize event ROI.

Infographic detailing ten key features of event management software to drive quality data and real-time insights.

Tips and best practices for developing and executing a mobile strategy for events before, during, and after the event.

Infographic with tips for booking face-to-face sales meetings during events to drive pipeline.

Video On Demand featuring Kent Martin discussing key considerations for planning and delivering hybrid events.

Learn more about how to promote attendee engagement with a mobile event app using features like discussion threads, Q&A and leaderboards.

A whitepaper outlining how to scale event intelligence across an entire event portfolio to measure ROI and impact.

Part 1 of Certain's Enterprise Events series exploring the evolving role of events as strategic tools to drive growth, foster innovation, and enhance ...

Download this guide to learn more about the intersection of real-time marketing automation and event management technology.

On-demand webinar about unlocking buyer intent through event data using advanced engagement tools and analytics.

In this on-demand webinar, learn how to unlock buyer intent through event data with advanced engagement tools and analytics for personalized, impactfu...

With Power event templates, we equip event and marketing professionals to easily create events that are versatile and efficient, offering a seamless a...

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

Overview of Certain's event personalization features including enterprise event management software and event intelligence.

Explore Certain's Event Management Technology Solutions, including Manage Events, Engage Attendees, and Analyze Performance.

Infographic about evaluating event impact across the buyer journey and aligning event goals with funnel metrics.

Download this infographic to learn about how combining data from marketing automation and events is a powerful way to deliver ROI.

Infographic explaining how to transform raw event data into quality insights through a structured data lifecycle.

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 ...

An ebook outlining how to blend in-person and digital event experiences into a hybrid strategy.

Infographic describing how to tailor attendee engagement to registration type for hybrid events.

Guide to accelerate revenue with intelligent events using Certain's event management technology solutions, including Manage Events, Engage Attendees, ...

Infographic about how marketing events are changing and related resources from Certain.

Infographic detailing how events drive revenue.

Video On Demand resource detailing Certain's event management technology solutions, including Enterprise Event Management Software, Touchpoint, and Ev...

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.

Learn how to harness the power of event data to unlock buyer intent and identify important buying signals in this on-demand webinar.

Whitepaper describing how account-based marketing (ABM) integrates with events and why ABM is key to unlocking the future of events.

Video on demand webinar transcript about activating intent data from events.

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...

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...

Data is the secret weapon behind the most successful B2B marketing campaigns. This Playbook covers tracking key event marketing metrics to uncover hid...

Guide outlining engagement-focused event marketing best practices to streamline execution and improve ROI.

A guide on aligning sales and marketing for ABM and optimizing events for ABM programs.

Video on demand overview of Certain's event management technology solutions including Manage Events, Touchpoint, Event Intelligence, and additional re...

A guide outlining ROI considerations, data challenges, and resources for event marketers.

We help you track and analyze your event data and send signals to improve attendance, engagement, and revenue across all events, including hybrid, in-...

Attendees rely on their mobile devices for just about everything. View this event engagement overview to learn how to make events memorable.

Guide to driving, capturing, and acting on attendee engagement data for virtual, hybrid, and in-person events.

Infographic outlining best practices for an event data strategy to engage attendees and drive measurable outcomes.

Event data plays a crucial role in driving business outcomes by empowering marketing professionals to make informed decisions. This guide covers every...

Infographic detailing how Certain's event management technology helps data-driven marketers and event professionals.

A guide offering tips and best practices to drive, capture, and act on attendee engagement data and connect events to measurable business results.

Infographic describing how digital events deliver business objectives and showcasing Certain's event management technology solutions.

Video on demand webinar about uncovering attendee priorities, needs, and interests; how to ask the right questions, interpret behavior, and detect int...

Guide detailing seven steps to convert event leads using attendee data, engagement, and nurturing strategies.

Infographic page describing the Certain Touchpoint engagement app, its capabilities to engage attendees before, during, and after events, and related ...

Infographic about how Certain Signal filters noise to enable real-time action on event data.

Video On Demand presentation of Certain Event Advisor Webinar & Demo and related solutions.

An infographic describing how events generate data and the importance of using the right technology to interpret it.

Guide exploring how digital and in-person strategies together drive greater return for businesses and customers.

An eBook detailing how AI and event intelligence drive attendee engagement and revenue at events.

In this guide, Artificial Intelligence (AI) is transforming the event industry and trends poised to revolutionize the field in 2024 and beyond.

Video-on-demand resource exploring how AI-powered session recommendations can enhance event experiences.

Video on demand featuring three proven ways to turn event leads into revenue quickly.

A hub of guides, infographics, videos, webinars, and whitepapers on event marketing and management.

Video-on-demand resources and learning content for event marketing and management.

Learning center with infographics and resources on event marketing and management.

Form to request a demo of Certain's event management platform.

Gather Digital has become Certain Touchpoint; the mobile event app continues the mission to bring people together.

Pricing plans for Touchpoint Ignite, Certain Pro, and Certain Enterprise.

Certain congratulates Thomson Reuters on Stevie Awards wins for SYNERGY2024 and explains how Certain's AI-powered event technology powers engagement a...

Summary of MarketingProfs article on leveraging Certain's Event Intelligence and AI to boost marketing ROI.

Certain and InEvent announce a strategic partnership to create a unified event technology ecosystem, combining virtual and in-person capabilities.

Certain announces Touchpoint Stream, a central platform for interactive virtual and hybrid events with live and on-demand content and attendee engagem...

Certain announces Event Advisor, an AI-native product delivering personalized attendee recommendations and real-time buying signals.

Certain launches API Fetch, a data integration solution enabling automated event data synchronization for marketing professionals.

Certain announces Touchpoint Ignite, an AI-powered event app that transforms engagement data into deep audience insights and actionable intelligence.

Certain announces expanded Stripe payments integration to support 100+ methods, global payments, and real-time analytics.

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 AI, an AI-powered personalization solution delivering scalable, personalized session recommendations to accelerate bu...

Certain announces an AI-powered event buying signals suite to transform event activity into actionable buying signals for marketers.

Certain’s integration with Stripe enables fast, familiar payments for registration, paid sessions, and add-ons, backed by Stripe’s secure global infra...

Partner profile for Samantha Smith Productions on Certain.

Registr8 is a boutique company with registration management experience offering online registration, housing management, onsite services, badging, and...

Realise provides event registration expertise, pre-event website design, on-site technology for badging, data capture, and training to deliver registr...

ON24, the marketing technology leader helping enterprises deliver live and always-on digital experiences such as webinars, multimedia content hubs and...

metroConnections is your single source for creating and managing the entire event experience from conferences and meetings to stage productions and tr...

Partner page describing Meetingselect, a global meeting management platform and venue sourcing provider with a large database of hotels and meeting sp...

Partner profile for InEvent outlining its global event management platform for virtual and hybrid events.

Hartmann Studios partner page describing world-class events and experiential marketing solutions.

Grip is the leading AI-powered event, networking and matchmaking platform that helps event organizers, exhibitors, sponsors and visitors be more succe...

EventOPS is an Event Resource Management system designed for your scaled event team – built to make requesting, budgeting for, and operating events st...

Partner page describing Demandbase, a targeting and personalization platform, and its event-focused benefits.

Capture Technologies delivers efficient on-site event solutions, specializing in badge printing, registration, and attendee management, with access co...

AMi provides technology-based attendee management services using event registration software to help organizations simplify event planning and attende...

A-Plus Meetings & Incentives is one of the country's largest and most respected certified woman-owned meeting companies. A-Plus Meetings & Incentives ...

An ecosystem of valued partners with proven solutions to help you add value to your events programs.

Information about Certain's partner program, technology and services partners, and data-driven event insights.

Resources from Certain at IMEX America 2024, including event intelligence playbooks and guides.

Thank you page for IMEX America 2023 visitors with resources on event intelligence, event management, and event engagement.

Definition of hybrid event management software and how it enables in-person and virtual participation.

Definition of event intelligence and its scope and application.

Definition of Event Automation Software: a technology evolved from traditional event management software to automate, personalize, and measure event m...

Definition and scope of audience, participant, or event engagement and how technology enables it across event formats.

FAQ page answering what a hybrid event is.

FAQ detailing who uses event automation software and related solutions.

FAQ describing how to track event attendees and participants using spreadsheets, marketing automation, CRM, or end-to-end event management systems.

Definition and uses of mobile event apps for attendees, organizers, and sponsors.

Definition and overview of event intelligence software, including its purpose and capabilities across events.

In this on-demand webinar, we’ll show you how to unlock your buyer intent through event data.

Learn how to scale, engage and drive revenue from events with AI in this engaging webinar.

An on-demand webinar about transforming event data into meaningful insights.

On-demand webinar about transforming audience intent into meaningful customer actions using AI-powered personalization.

On-demand webinar about Event Intelligence and turning event data into revenue and results.

On-demand webinar about unlocking a deeper understanding of event attendees and delivering revenue from events.

Demonstration of the Touchpoint mobile event app by Certain, showing attendee engagement before, during, and after events.

On-demand video about attendee decision fatigue and AI-assisted session selection at events.

On-demand webinar about harnessing event data to unlock buyer intent and identify important buying signals.

On-demand demo of Event Intelligence showing data across events, turning it into insights, and viewing event performance.

On-demand webinar to uncover insights into event attendees’ priorities, needs, and interests using AI.

This on-demand webinar shows how to translate intent data into actionable intelligence that drives pipeline and accelerates deals.

Learn and grow with Certain’s world-class events, past and present.

Form to request a demo of Certain Event Advisor.

Rockwell Automation partnered with Certain to centralize global event data, improving efficiency, lead quality, and global scale.

National Instruments uses Certain's end-to-end event management platform to accelerate lead generation and reduce event-related costs.

Grand Connection scales events with Certain’s Smart Event Technology to streamline workflows and enhance attendee engagement.

Form to contact Certain Sales and reach departments such as Support and Accounting & Billing.

Contact page for Certain with a form to connect, and information for support and billing contacts.

Form to request a demonstration of Certain Buying Signals, featuring fields for first name, last name, company, and work email.

Explores how data and personalization shape event marketing in 2019 with insights from industry leaders.

Blog post explaining how event data orchestration turns engagement data into actionable buyer signals to drive revenue and ROI.

Overview of data-driven marketing and its impact on event ROI, with steps to implement.

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...

Guide to planning product sessions at events to collect buying signals and turn insights into product strategy.

A guide to turning event signals into revenue through signal-aware event management and real-time intelligence.

Explains how AI-powered insights and automation turn event attendees into customers through personalization and optimized follow-ups.

Overview of how AI-powered event data enables streamlined data analysis and improved event outcomes.

Strategies to maximize event engagement and impact using data-driven approaches and AI-powered tools.

Guidance on creating strategic event goals to align marketing and sales, with funnel-stage KPIs.

Discussion of data-driven strategies for scalable event personalization using AI, with four pillars: Centralize, Standardize, Visualize, Contextualize...

Overview of Session Advisor, an AI-powered tool for personalized event experiences and attendee engagement.

An analysis of real-time signal delivery in event data and its impact on revenue teams.

Explains how real-time, context-rich orchestration of event signals enables multiple revenue teams to act in unison and drive revenue.

Explores signal-based event solutions that connect attendee signals to marketing and sales to drive ROI.

A guide to mastering B2B event strategy using data orchestration, AI, and event intelligence to optimize attendee engagement.

Blog post recapping a webinar on event data, AI, and buying signals, with Touchpoint Ignite.

AI-powered recommendations to personalize event journeys and drive engagement and revenue.

An infographic-guided overview of measuring event success across the buyer funnel, with a framework of questions for evaluating impact and a spotlight...

Explores how AI-powered event technology unlocks audience insights and enhances event experiences.

Overview of how marketing events can drive revenue using data-driven strategies and event intelligence.

Overview of AI-powered event management, Buying Signals, and personalized experiences to drive growth.

Explains how event buying signals reveal buyer intent and how to activate them to drive revenue from events.

A blog exploring how AI-powered event apps and event intelligence transform attendees into advocates across the buyer journey.

A framework to convert event data into real-time revenue intelligence across marketing, sales, and revenue operations.

A guide to turning events into ROI by designing attendee value, signaling readiness to buy, and aligning formats with buyer stages.

An exploration of treating events as adaptive, intelligent ecosystems driven by AI, intent signals, and real-time analytics to improve engagement and ...

Blog post about using AI-powered event intelligence to accelerate the buyer journey and optimize event data.

Overview of five essential features for event management technology for marketers, including mobile apps, automation integration, lead intelligence, a...

A detailed, seven-principle framework for turning events into revenue opportunities, inspired by Dreamforce 2025.

Explains buying signals, their types, and how to capture them in real time for event intelligence.

Blog post describing AI-powered personalization and Session Advisor AI to enhance attendee experiences and drive revenue.

Guide to turning event signals into revenue through signal intelligence and engagement insights.

Explores how deep audience insights drive event success and revenue, and introduces Touchpoint Ignite.

Explains how AI-powered post-event follow-ups close the engagement gap and accelerate revenue for event marketers.

Explains Agentic AI and its impact on autonomous event planning, attendee journeys, engagement, and data orchestration.

Three AI-powered strategies to convert event leads into sales-ready conversations: engagement signals, personalized post-event outreach, and AI-powere...

Three strategies to increase sponsor loyalty including attendee engagement, early bird discounts with post-event surveys, and sharing event learnings.

Three steps to create event content that resonates with attendees and drives business results using data orchestration and event intelligence.

Overview of key marketing event trends for 2023, including hybrid/in-person growth, data-driven insights, tailored experiences, omni-channel strategie...

A blog post detailing 20 event formats to boost attendee engagement and interaction with categories and FAQs.

Blog covering event planning, management, and intelligence insights for marketing and sales teams.

Certain helps run engaging events, personalize attendee experiences, and turn engagement into buying signals to accelerate buyer journeys and deliver ...

A collection of articles about event planning, buying signals, and event intelligence.