Data Import & Export

Overview of consequences when changing the Event Code in Certain Platform, including file paths and Touchpoint integration.

Overview of how registrations and profiles are created and managed in the Certain platform, including creation methods and registration content.

Overview of profiles, registrations, and management of custom profile data and online access in Certain event platforms.

Guidance on importing or updating Registrations in Certain using key fields and import steps.

Instructions for exporting profile records from the Report Results window after querying profiles.

Instructions for inviting or registering profiles for an event in the Certain Help Center.

FAQ covering how to search, add, invite, export, view history, and remove PII from profiles.

Release notes detailing enhancements and bug fixes for the Certain 7.1.5 release across APIs and UI components.

Release notes for Certain 7.1.4 covering bug fixes across Admin Interface, Country List, Email, Forms, Groups, Reporting, and Session Management.

Release notes for Certain 7.0.7 covering bug fixes across admin interface, API, forms, invoices, and 508 compliance.

Release notes for Certain 7.0.1 including enhancements and bug fixes.

Article describing how to use Custom HTML sections in the registration form and how to manage sections.

Documentation on configuring additional registrations for attendees on a single order form in Certain.

Documentation on configuring attendee registration forms, their sections, and advanced settings in Certain.

Documentation on creating and configuring custom questions for registration forms in Certain.

Guide to defining and managing event agenda items across Scheduled Items, Fees & Discounts, Merchandise, and Other categories, including import/export...

Guide for scheduling emails to registrants within Certain Platform, including enabling, setting up, and managing scheduled emails.

Guidance on CSV file formatting, encoding, and handling international characters in CSV imports.

Overview of Global Links and Primary Navigation in the Certain Help Center.

One form per event must be designated as its Primary Form. Learn how to designate, switch, and view the primary form and related notes.

Overview of the Event List page shown after login on Certain Platform, including actions, filters, and columns.

Instructions on configuring the order of sections on a form, including Page Layout and Online Form Sequence, and how page delimiters affect display an...

Instructions for configuring the Agenda Search section, including field labels, filters, and no-results options.

Instructions to create a new registration form in the Certain platform Help Center.

Instructions for editing a form in the Certain platform, including viewing edits and enabling split screen preview.

Instructions for previewing a form in Certain, including Split Screen Edit Mode and form previews.

Overview and usage details for the Event List in the Certain Platform Help Center.

Instructions for managing Merchandise items within an event's Agenda, including item list operations, custom merchandise types, and groups/classificat...

Instructions for managing Registration Contacts in the Certain Help Center, including adding, editing, and using contacts in events.

Help center article describing how to manage reviewers for Speaker and Session Management, including how to add, edit, import, and export reviewers.

Guide for managing speakers in Speaker and Session Management, including quick tips, background, features, and importing/exporting.

The Query Registrations page enables you to quickly find registrants using detailed searches.

Instructions to assign, update, and cancel session instances for existing registrations via the Registrations > Import page.

Profile Overview article describing the details of a person's Profile record, including editing, contact information, integration IDs, event registrat...

Help Center article describing how to search and filter profiles, including columns, operators, and date filters.

This article explains the Profile List page in the current account, defines profiles, and describes how to add, find, import, and edit profile records...

Instructions for managing account-level content blocks in Certain's Help Center, including creation, editing, and usage across Email Templates, Forms,...

FAQ covering common tasks for managing forms in the Certain Help Center.

Overview of logic rules for Attendee Form in Certain Plan registration.

Instructions for importing registrations, registration agenda items, or session instances into the registrations database for an event.

Guide to using the built-in Forgot Password feature in Certain forms, including email templates and form setup.

FAQ for configuring and using forms in the Certain platform.

Step-by-step guidance to close event registration using Forms or Event Status in the Certain Help Center.

Instructions to streamline agenda item entry using Import and Export in the Certain platform, including steps and column tips.

Overview of how Certain creates and shares URLs for online forms and websites and how to deliver them to attendees.

Instructions to add a custom header and footer to reports using the HTML Editor, including data field insertion and output format notes.

Instructions for creating and configuring custom profile reports in Certain's Help Center.

Overview of the Profiles area features including Find, Edit, Add, and Import Profiles and how Profiles relate to Registrations.

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.

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

Guidance to prepare and import accommodation blocks via CSV into an event on the Certain platform, including prerequisites and step-by-step instructio...

Guidance on triggering Mass Actions during report export in Certain's Help Center.

Instructions for selecting and ordering data fields in Consolidation Reports within the Certain platform.

Options for display and print settings of event reports in Certain.

Step 7 provides a readiness checklist for online registrations.

Overview of the Meeting Requests Home page in the Certain Help Center, detailing list view, filters, and actions.

Instructions to activate waitlists for full agenda items within each agenda section of a form.

Guide to searching for profiles across accounts using fields, operators, text, and pagination in the Certain Help Center.

Guide to using the Search feature across Registrations, Profiles, Events, Forms, and Websites.

Guidance for searching registrations across events and accounts, including criteria fields, operators, wildcards, pagination, and sorting.

Overview of accommodation blocks, prerequisites, importing, sub-blocks, and utilization reports for event planning.

Guide to configuring promo codes for attendee forms, including setup, sequence placement, and error handling.

Guidance on configuring and using Session Sections, Session Templates, and Speaker templates within Attendee Forms on the Certain platform.

Guide to creating a new registration form in Certain's Plan > Forms, including setup, page layout, display settings, and advanced options.

Documentation on grouping reports with up to three levels, including sorting, date grouping, and display options.

Configuration of display, data export, and print settings for Supplier Reports in the Certain platform.

Documentation on configuring automatic mass actions for exported reports in Event Reports.

Documentation on selecting and ordering data columns for Event Reports in the Certain platform.

Instructions to customize headers and footers for a custom report across formats, including dynamic data fields and the HTML Editor.

Options to control display and print formatting for Event Reports in the Certain Help Center.

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

Concise overview of the Speaker and Session Management module provided as a PDF, with access instructions and links to related articles.

Documentation on building and using report filters for Profiles, including Date Filters and Advanced Filters.

Instructions for displaying subtotals in printable Profiles reports, including grouping and total options.

Instructions to select, reorder, and customize data columns for profile reports in the Certain platform.

PDF guides detailing how to configure and use Certain Signal to integrate with third-party applications (Marketo, Eloqua, Salesforce, Webhooks, Zoom, ...

Release notes for the 2025 Fall Release #2 (8.3.38) of the Certain platform.

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

Release notes for the 2025 Spring Release #6 (8.3.29), detailing enhancements and bug fixes.

Release notes for 2025 Spring Release #3 (8.3.26), detailing bug fixes across accounts, agenda items, emails, forms, itineraries, imports, and the spe...

Instructions for bulk uploading translated content in Touchpoint when multiple languages are enabled.

Documentation on creating and managing Groups and Terms to filter resources in Touchpoint.

Two methods to add existing profiles to a new event as registrations: Importing Registrations and Inviting Existing Profiles.

Overview of the Accommodation Module in Certain, including enabling, statuses, hotels, room types, blocks, sub-blocks, forms, and roommate management.

Guide on identifying potential duplicate registrations when an event has more than 5,000 registrations, using an exported Excel file.

Instructions for importing gender values in the invite list, including the mapping and example.

Guide describing how to modify hyperlink appearance on forms and websites using CSS.

Instructions for creating and managing Profiles within the Certain platform, including manually creating Profiles, importing Registrations, inviting o...

Guidance on enforcing email uniqueness for forms and resolving login errors when an email address already exists.

Instructions to enable and configure the event waitlist, including capacity setup, waitlist status, email notifications, and queue management.

Step-by-step guide to auto-assign a Speaker Attendee Type using form logic in the Certain platform.

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

Details on how Certain displays date-time stamps in PST and how event and form times are determined.

The Event Registration Chronicles dashboard helps analyze the pace of registrations across events, with filters and a screenshot-ready view for docume...

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...

Instructions to create an account-level report to export attendee details for each event.

Guide to sharing reports via tokenized URLs with read-only access or mass-action permissions.

Instructions for assigning master and specific speakers to sessions and their instances in the Certain platform.

Instructions for adding speakers to an event via manual entry, import, or existing profiles in the Certain platform.

Guide to enabling, configuring, and tracking scheduled emails in Certain Platform.

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

Guide to importing supplier data via the Import Suppliers Wizard, including preparing data, uploading, mapping fields, and options.

Instructions to indicate CC Assistant Email or CC Additional Email during registration imports, including mapping for .txt and Excel files.

Instructions to delete images and files from Event or Account assets in the Certain platform.

Instructions to mass download attendee profile images by creating a Registrations report with a custom column for image paths and a downloadable link.

Policy detailing data environments, backups, encryption, archiving, and GDPR compliance for Certain's information technology services.