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Basic Template
Documentation on creating and editing the Basic Template used in the Certain Help Center Attendee Experience.
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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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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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Pick Report Columns (Account Reports)
Guide to selecting, ordering, sorting, and customizing columns for Account Reports in Certain.
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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.
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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...
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Website Display
Documentation of the Website Display shell and CSS classes used in the Certain platform.
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Specify Report Display Options (Events)
Page detailing options for report display and print settings for event reports.
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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.
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How to Delete an Event
Instructions to delete an event or program from an account or organization on the Certain platform.
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What's a 'Primary Form'?
Explanation of Primary Form designation and usage in Certain's event forms.
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Multi-Page Lists
Description of how multi-page data-list pages in Certain's Help Center handle pagination, filtering, and remembered selections.
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Custom Fields
Custom Fields for groups enable storing extra information about each group via the Groups > Group List page for the same event.
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Group List
Guide to creating and managing registrant groups for events, including assigning attendees and configuring related options.
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Custom HTML Section Details (Registration Form)
Instructions for adding and configuring Custom HTML sections within a registration form.
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Questions (Registration Form)
Instructions and options for using the Questions section in a registration form, including prerequisites, sections, verify and confirm, and backward c...
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Create a New Form
Guide to creating and configuring a new registration form within a Certain event.
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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.
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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...
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Display Options (Supplier Reports)
Configure display and print settings for Supplier Reports in the Certain platform.
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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...
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PAGE (Custom Report Header and Footer)
Instructions to customize headers and footers for custom reports across formats.
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Display Options (Event Reports)
Options for displaying and printing event report outputs, including formats, data formatting, and print settings.
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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.
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Pick Report Columns (Profiles)
Instructions for selecting and ordering data columns in profile reports within the Certain Help Center.
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Report Display Options (Profiles)
Options for displaying and printing Profile reports in Certain Help Center.
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Custom Event Data
Details on Custom Event Data in Certain: access, usage, questions, and management per account.
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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.
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2025 Spring Release #4 (8.3.27)
Release notes for the 2025 Spring Release #4 (8.3.27) of the Certain platform.
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Connect Certain with Your Application Ecosystem
Power your marketing and sales ecosystem with connected event operations and insights through Certain integrations and APIs.
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Custom Fields
Overview of custom fields for Attendees and Exhibitor Leads, including types, read/write settings, display rules, and precedence.
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Content Display
Details on configuring Display Fields, Content Blocks, and Display Rules for event forms, websites, and emails in the Certain platform.
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Troubleshooting Data Fields in Emails
Guidance for diagnosing dynamic data field display issues in templated emails when recipients are marked as Test Registrants.
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System Timestamps
Certain date-time stamps are displayed in PST on the administration side; event and form times follow PST and calendar zones.
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Review Sessions (Reviewer Portal)
Documentation for configuring the Reviewer Portal page used by reviewers to review assigned sessions.
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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.
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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.
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Session Speaker Integration - Touchpoint
Guidance on attaching speakers to sessions and session instances for Touchpoint integration in Certain Platform.
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Setting Up Reviewers -- Adding/Importing/Login
Instructions for creating, importing, and emailing reviewers for session reviews on the Certain platform.
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Power Template - Creating & Navigating the Power Template
Guide to creating and navigating the Power Template in the Certain platform.
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Advanced Template
Documentation for creating and editing the Advanced Template in the Certain platform, including Display Fields and Content File usage.
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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...
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Custom Display Fields
Instructions for creating and using custom display fields in the Certain platform.
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ACH Refunds
Information about ACH refunds when using Certain Platform and instructions for processing refunds outside the platform.
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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.
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Primary Display Setup
Guidance on configuring the Primary Display: background color, fonts, page width, alignment, header/footer, and dynamic data fields.
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Extended Display Options
Extended Display controls the look and feel of Event Forms, Websites, and Emails through HTML-based customization.
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2025 Spring Release #7 (8.3.30)
Release notes for the 2025 Spring Release #7 (8.3.30) detailing enhancements and bugs fixed.
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Adding Sessions - One by One or Via Import
Certain enables manual or bulk session creation using Standard or Conference Layouts, including step-by-step import and one-by-one addition.
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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...
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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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Session Reminders
Automated, scheduled session reminder emails with Dynamic Data Fields, templates, scheduling, testing, and analytics.
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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.
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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.
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The Event Data Orchestration Cycle
Infographic explaining how to transform raw event data into quality insights through a structured data lifecycle.
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How Events Drive Revenue
Infographic detailing how events drive revenue.
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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.
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Event Management Overview
Video on demand overview of Certain's event management technology solutions including Manage Events, Touchpoint, Event Intelligence, and additional re...
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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-...
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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...
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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...
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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.
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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.
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Who Uses Event Automation Software?
FAQ detailing who uses event automation software and related solutions.
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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.
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Improving Efficiency & Lead Quality
Rockwell Automation partnered with Certain to centralize global event data, improving efficiency, lead quality, and global scale.
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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.
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Streamlining Event Data Analysis to Maximize Event Success
Overview of how AI-powered event data enables streamlined data analysis and improved event outcomes.
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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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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 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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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 ...