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Import Room Reservations
Instructions to import attendees' accommodation reservations from Excel or CSV into an event, including prerequisites, required fields, and step-by-st...
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Import Accommodation Blocks
Guide to importing accommodation blocks via CSV in the Certain platform.
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Import (Groups)
Instructions for importing groups from a CSV file, including preparation, mapping, and post-import steps.
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Scheduled (Agenda Items)
Overview of scheduled agenda items, including list and calendar views, custom types, and grouping for an event.
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EXPORT
Define and manage report export actions in Certain Help Center.
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Display Options (Event Reports)
Settings for display and print options in Event Reports, including display format, data formats, and print settings.
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Event Session Status Summary Report
A report showing attendee counts per session instance, with registrations, cancellations, waitlists, and attendance details.
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Event Session Summary Report
A guide describing the Event Session Summary Report, including what it lists, how to access details, and export options.
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Report Display Options (Profiles)
Options to display, format, and print profile reports, including display format, data format, and print settings.
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Industries (at account-level)
Instructions to add, import, and manage industries at the account level for speaker and session management.
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Bulk Uploading Translated Content
Instructions for bulk uploading translated content in Touchpoint when multiple languages are enabled.
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Missing Potential Duplicates under Registrations To Review
Guide on identifying potential duplicate registrations when an event has more than 5,000 registrations, using an exported Excel file.
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How do I import gender with my invite list?
Instructions for importing gender values in the invite list, including the mapping and example.
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General FAQ - Streamline Agenda Item Entry
Instructions to streamline agenda item entry in Certain using Import/Export features, including creation, export, Excel editing, and re-import.
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Reports FAQ - Define Report Export Actions
Guidance on configuring up to three Mass Actions that auto-run when exporting a report in Certain's platform.
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Importing Registrations
Instructions for importing and updating Registrations in Certain using key fields and tab-delimited files.
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Room Reservations Import Error on Date/Time Format
When importing Room Reservations, you may encounter an error indicating the date/time format should be MM/dd/yyyy, with steps to fix by adjusting Exce...
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Extracting all attendees' information
Instructions to create an account-level report to export attendee details for each event.
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Sharing Reports via Tokenized URL
Guide to sharing reports via tokenized URLs with read-only access or mass-action permissions.
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Adding Speakers on Sessions and Instances
Instructions for assigning master and specific speakers to sessions and their instances in the Certain platform.
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Adding Speakers - One by One, Via Import, or with Existing Profiles
Instructions for adding speakers to an event via manual entry, import, or existing profiles in the Certain platform.
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Reports FAQ - Printing and Exporting Reports
Overview of formats for delivering reports including HTML, PDF, Excel, CSV, and TXT.
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Profiles FAQ
FAQ about managing profiles in the Certain Help Center, including search, add/update, invite/register, export, history, and removing PII.
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.CSV File Format
Explanation of the CSV file format, encoding requirements, and character sets for CSV imports.
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Event List (from Login)
Overview of the Event List page in Certain Platform, including filtering, exporting, and navigation features.
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Reports FAQ - Working with the Report Results Window
FAQ about using the Report Results window, including the Action Bar, filtering, exporting, and row controls.
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Event List
Overview of the Event List in Certain Platform's Help Center, including filters, columns, and event management.
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Merchandise (Agenda Items)
Guide to managing Merchandise items for an event, including the Item List, Custom Merchandise Types, and Groups & Classifications.
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Reviewers
Guide to managing reviewers in Speaker and Session Management within Certain.
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Speakers (in Speaker and Session Management)
Guidance for adding, editing, importing, and managing speakers in the Speaker and Session Management module.
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Import Registration Session Instances
Guidance for importing and managing registration session instances via the Registrations Import wizard.
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User Information
Help center article describing how to manage users, profiles, roles, and history in Certain.
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Agenda
Overview of agenda categories and how to manage scheduled items, fees, merchandise, and other agenda items in the event planning system.