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The Consequences of Changing Your Event Code
Overview of consequences when changing the Event Code in Certain Platform, including file paths and Touchpoint integration.
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General FAQ - Managing Registrations
Overview of how registrations and profiles are created and managed in the Certain platform, including creation methods and registration content.
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General FAQ - Managing Profiles
Overview of profiles, registrations, and management of custom profile data and online access in Certain event platforms.
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Importing Registrations
Guidance on importing or updating Registrations in Certain using key fields and import steps.
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Profiles FAQ - Exporting Profiles
Instructions for exporting profile records from the Report Results window after querying profiles.
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Profiles FAQ - Inviting or Registering Profiles
Instructions for inviting or registering profiles for an event in the Certain Help Center.
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Profiles FAQ
FAQ covering how to search, add, invite, export, view history, and remove PII from profiles.
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Certain 7.1.5 Release Notes
Release notes detailing enhancements and bug fixes for the Certain 7.1.5 release across APIs and UI components.
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Certain 7.1.4 Release Notes
Release notes for Certain 7.1.4 covering bug fixes across Admin Interface, Country List, Email, Forms, Groups, Reporting, and Session Management.
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Certain 7.0.7 Release Notes
Release notes for Certain 7.0.7 covering bug fixes across admin interface, API, forms, invoices, and 508 compliance.
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Certain 7.0.1 Release Notes
Release notes for Certain 7.0.1 including enhancements and bug fixes.
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Custom HTML (Registration Form)
Article describing how to use Custom HTML sections in the registration form and how to manage sections.
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Additional Registrations (Attendee Form)
Documentation on configuring additional registrations for attendees on a single order form in Certain.
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Form Setup (Attendee/Registration Form)
Documentation on configuring attendee registration forms, their sections, and advanced settings in Certain.
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Questions
Documentation on creating and configuring custom questions for registration forms in Certain.
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Agenda
Guide to defining and managing event agenda items across Scheduled Items, Fees & Discounts, Merchandise, and Other categories, including import/export...
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Scheduling Emails Guide
Guide for scheduling emails to registrants within Certain Platform, including enabling, setting up, and managing scheduled emails.
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.CSV File Format
Guidance on CSV file formatting, encoding, and handling international characters in CSV imports.
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Basic Navigation Within Certain
Overview of Global Links and Primary Navigation in the Certain Help Center.
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What's a "Primary Form"?
One form per event must be designated as its Primary Form. Learn how to designate, switch, and view the primary form and related notes.
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Event List (from Login)
Overview of the Event List page shown after login on Certain Platform, including actions, filters, and columns.
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Forms FAQ - Changing the Order of Items on a Form
Instructions on configuring the order of sections on a form, including Page Layout and Online Form Sequence, and how page delimiters affect display an...
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Forms FAQ - Setting Up the Agenda Search Section
Instructions for configuring the Agenda Search section, including field labels, filters, and no-results options.
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Forms FAQ - Creating a New Form
Instructions to create a new registration form in the Certain platform Help Center.
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Forms FAQ - Editing Forms
Instructions for editing a form in the Certain platform, including viewing edits and enabling split screen preview.
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Forms FAQ - Previewing a Form
Instructions for previewing a form in Certain, including Split Screen Edit Mode and form previews.
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Event List
Overview and usage details for the Event List in the Certain Platform Help Center.
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Merchandise (Agenda Items)
Instructions for managing Merchandise items within an event's Agenda, including item list operations, custom merchandise types, and groups/classificat...
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Contacts
Instructions for managing Registration Contacts in the Certain Help Center, including adding, editing, and using contacts in events.
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Reviewers
Help center article describing how to manage reviewers for Speaker and Session Management, including how to add, edit, import, and export reviewers.
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Speakers (in Speaker and Session Management)
Guide for managing speakers in Speaker and Session Management, including quick tips, background, features, and importing/exporting.
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Query (Find) Registrations
The Query Registrations page enables you to quickly find registrants using detailed searches.
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Import Registration Session Instances
Instructions to assign, update, and cancel session instances for existing registrations via the Registrations > Import page.
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Profile Overview
Profile Overview article describing the details of a person's Profile record, including editing, contact information, integration IDs, event registrat...
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Search Profiles
Help Center article describing how to search and filter profiles, including columns, operators, and date filters.
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Profile List
This article explains the Profile List page in the current account, defines profiles, and describes how to add, find, import, and edit profile records...
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Content Blocks (At Account Level)
Instructions for managing account-level content blocks in Certain's Help Center, including creation, editing, and usage across Email Templates, Forms,...
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Forms FAQ
FAQ covering common tasks for managing forms in the Certain Help Center.
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Logic Rules (Attendee Form)
Overview of logic rules for Attendee Form in Certain Plan registration.
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Import Registration Data
Instructions for importing registrations, registration agenda items, or session instances into the registrations database for an event.
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Using Forgot Password in Forms Guide
Guide to using the built-in Forgot Password feature in Certain forms, including email templates and form setup.
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Forms FAQ
FAQ for configuring and using forms in the Certain platform.
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How to Close Registration for an Event
Step-by-step guidance to close event registration using Forms or Event Status in the Certain Help Center.
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General FAQ - Streamline Agenda Item Entry
Instructions to streamline agenda item entry using Import and Export in the Certain platform, including steps and column tips.
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General FAQ - Publishing Forms and Websites
Overview of how Certain creates and shares URLs for online forms and websites and how to deliver them to attendees.
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Custom Report Header and Footer (Account Settings)
Instructions to add a custom header and footer to reports using the HTML Editor, including data field insertion and output format notes.
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Report Setup (Profiles)
Instructions for creating and configuring custom profile reports in Certain's Help Center.
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Profiles Area Options
Overview of the Profiles area features including Find, Edit, Add, and Import Profiles and how Profiles relate to Registrations.
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Promo Codes – Quick Guide
Brief PDF guide describing how to set up Promo Codes for events and the requirement to enable the Registration Groups as Promo Codes sub-module.
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Import Room Reservations
Instructions to import attendees' accommodation reservations into an event from Excel or CSV files.
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Import Accommodation Blocks
Guidance to prepare and import accommodation blocks via CSV into an event on the Certain platform, including prerequisites and step-by-step instructio...
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Define Report Export Actions (Events)
Guidance on triggering Mass Actions during report export in Certain's Help Center.
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Pick Report Columns (Consolidation Reports)
Instructions for selecting and ordering data fields in Consolidation Reports within the Certain platform.
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Specify Report Display Options (Events)
Options for display and print settings of event reports in Certain.
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Build and Manage an Event - Step 7
Step 7 provides a readiness checklist for online registrations.
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Meeting Requests (Home)
Overview of the Meeting Requests Home page in the Certain Help Center, detailing list view, filters, and actions.
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General FAQ - Activating Agenda Item Waitlist on Forms
Instructions to activate waitlists for full agenda items within each agenda section of a form.
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Search For Profiles
Guide to searching for profiles across accounts using fields, operators, text, and pagination in the Certain Help Center.
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Search
Guide to using the Search feature across Registrations, Profiles, Events, Forms, and Websites.
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Search For Registrations
Guidance for searching registrations across events and accounts, including criteria fields, operators, wildcards, pagination, and sorting.
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Accommodation Blocks
Overview of accommodation blocks, prerequisites, importing, sub-blocks, and utilization reports for event planning.
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Promo Codes (Attendee Form)
Guide to configuring promo codes for attendee forms, including setup, sequence placement, and error handling.
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Sessions (Attendee Form)
Guidance on configuring and using Session Sections, Session Templates, and Speaker templates within Attendee Forms on the Certain platform.
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Create a New Form
Guide to creating a new registration form in Certain's Plan > Forms, including setup, page layout, display settings, and advanced options.
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Choose Report Grouping
Documentation on grouping reports with up to three levels, including sorting, date grouping, and display options.
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Display Options (Supplier Reports)
Configuration of display, data export, and print settings for Supplier Reports in the Certain platform.
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EXPORT
Documentation on configuring automatic mass actions for exported reports in Event Reports.
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Pick Report Columns (Event Reports)
Documentation on selecting and ordering data columns for Event Reports in the Certain platform.
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PAGE (Custom Report Header and Footer)
Instructions to customize headers and footers for a custom report across formats, including dynamic data fields and the HTML Editor.
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Display Options (Event Reports)
Options to control display and print formatting for Event Reports in the Certain Help Center.
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Speaker and Session Management User Guide
An illustrated PDF guide describing how to manage Sessions and Speakers in an event.
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Introduction to Speaker and Session Management (PDF)
Concise overview of the Speaker and Session Management module provided as a PDF, with access instructions and links to related articles.
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Choose Report Filters (Profiles)
Documentation on building and using report filters for Profiles, including Date Filters and Advanced Filters.
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Select Report Subtotals (Profiles)
Instructions for displaying subtotals in printable Profiles reports, including grouping and total options.
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Pick Report Columns (Profiles)
Instructions to select, reorder, and customize data columns for profile reports in the Certain platform.
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Certain Signal: User Guides
PDF guides detailing how to configure and use Certain Signal to integrate with third-party applications (Marketo, Eloqua, Salesforce, Webhooks, Zoom, ...
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2025 Fall Release #2 (8.3.38)
Release notes for the 2025 Fall Release #2 (8.3.38) of the Certain platform.
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2025 Summer Release #4 (8.3.34)
Release notes for 2025 Summer Release #4 (8.3.34) covering fixes across Agenda Sections, Country List, Email, Registrations, Locations, Session Blocks...
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2025 Spring Release #6 (8.3.29)
Release notes for the 2025 Spring Release #6 (8.3.29), detailing enhancements and bug fixes.
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2025 Spring Release #3 (8.3.26)
Release notes for 2025 Spring Release #3 (8.3.26), detailing bug fixes across accounts, agenda items, emails, forms, itineraries, imports, and the spe...
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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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Groups & Terms
Documentation on creating and managing Groups and Terms to filter resources in Touchpoint.
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Adding Existing Profiles to a New Event
Two methods to add existing profiles to a new event as registrations: Importing Registrations and Inviting Existing Profiles.
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Accommodations Guide
Overview of the Accommodation Module in Certain, including enabling, statuses, hotels, room types, blocks, sub-blocks, forms, and roommate management.
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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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How to change the Font Size or Remove the Underline for Hyperlinks on Forms and ...
Guide describing how to modify hyperlink appearance on forms and websites using CSS.
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Managing Registrations: Working with Profiles
Instructions for creating and managing Profiles within the Certain platform, including manually creating Profiles, importing Registrations, inviting o...
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Enforcing email uniqueness and addressing form login errors for existing email a...
Guidance on enforcing email uniqueness for forms and resolving login errors when an email address already exists.
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How to Setup Event Waitlist Option
Instructions to enable and configure the event waitlist, including capacity setup, waitlist status, email notifications, and queue management.
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Assigning Speaker Attendee Type Using Logic
Step-by-step guide to auto-assign a Speaker Attendee Type using form logic in the Certain platform.
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Upload Embedded Google Map to Forms
Instructions to embed a Google Map into a form by copying embed HTML from Google Maps.
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System Timestamps
Details on how Certain displays date-time stamps in PST and how event and form times are determined.
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Event Intelligence - Event Registration Chronicles
The Event Registration Chronicles dashboard helps analyze the pace of registrations across events, with filters and a screenshot-ready view for docume...
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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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Scheduling Emails Guide
Guide to enabling, configuring, and tracking scheduled emails in Certain Platform.
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Promo Codes Guide
Guide to using the Registration Groups as Promo Codes module in Certain.
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Import Suppliers
Guide to importing supplier data via the Import Suppliers Wizard, including preparing data, uploading, mapping fields, and options.
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How to indicate 'CC Assistant Email' or 'CC Additional Email' when Importing Reg...
Instructions to indicate CC Assistant Email or CC Additional Email during registration imports, including mapping for .txt and Excel files.
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How to Delete Images and Files in an Event or an Account
Instructions to delete images and files from Event or Account assets in the Certain platform.
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Mass Download of Profile Images using a Report
Instructions to mass download attendee profile images by creating a Registrations report with a custom column for image paths and a downloadable link.
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Data Retention Policy
Policy detailing data environments, backups, encryption, archiving, and GDPR compliance for Certain's information technology services.