Data Import Export

Guidance on closing event registration using Forms or Event Status, with notes on end dates and closed messages.

Guidance on creating and configuring custom reports in Profiles, including Setup, Display, Groups, Subtotals, Columns, Filters, and Page sections.

Instructions to import attendees' accommodation reservations from Excel or CSV into an event, including prerequisites, required fields, and step-by-st...

Guide to importing accommodation blocks via CSV in the Certain platform.

Steps to delete a registrant from an event in the Certain Help Center, including mass action and profile deletion, with notes about payments and test ...

Overview of the Meeting Requests (Home) page in the Certain Help Center, including the meeting requests list, filters, and actions.

Instructions for using the search feature in the Certain Help Center, including field, operator, value, and account selection, plus how results open.

Instructions for searching registrations across events and accounts in the Certain platform.

Instructions for linking a website to a Certain form by copying the form URL and embedding it in site HTML.

Defines labels for the Agenda Search form fields and configuration options, including filters, rows per page, and no-results messaging.

Instructions for importing groups from a CSV file, including preparation, mapping, and post-import steps.

Instructions for adding and configuring Custom HTML sections within a registration form on the Certain platform.

Overview of the Display settings for event forms, websites, and emails, including Assets, Navigation Bar, Primary Display, and Extended Display.

Guide to creating a new registration form in Certain's event platform, covering sections, setup, layout, and advanced settings.

Documentation on the Forms List in the Certain platform, including how forms are listed and managed.

Overview of scheduled agenda items, including list and calendar views, custom types, and grouping for an event.

Guidance for creating and editing custom Suppliers reports in the Certain platform.

Instructions to add a custom header and footer to supplier reports using the HTML Editor and data fields.

Define and manage report export actions in Certain Help Center.

Instructions to customize the header and footer for custom reports across formats including HTML, PDF, and Excel, with dynamic fields and HTML Editor ...

Settings for display and print options in Event Reports, including display format, data formats, and print settings.

Email template for the hourly email sent to new digital event registrants; editable when the Digital Events module is enabled.

A report showing attendee counts per session instance, with registrations, cancellations, waitlists, and attendance details.

A guide describing the Event Session Summary Report, including what it lists, how to access details, and export options.

Options to display, format, and print profile reports, including display format, data format, and print settings.

Instructions to add, import, and manage industries at the account level for speaker and session management.

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

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

AI-powered event management software for sales teams to identify high-potential prospects, personalize follow-up, and drive better event outcomes.

Touchpoint Ignite delivers personalized event experiences at scale with AI-driven recommendations and real-time insights.

Overview of Certain's mission, leadership, and core values on the About page.

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

Instructions for bulk uploading content to Touchpoint using an Excel workbook, including headings, data preparation, and import steps.

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

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

Explains risks of changing the Event Code, including file-path breakage and Touchpoint integration disruption, and remedies.

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.

Instructions to streamline agenda item entry in Certain using Import/Export features, including creation, export, Excel editing, and re-import.

Overview of how Certain publishes forms and websites and how to deliver their URLs to attendees.

Guidance on configuring up to three Mass Actions that auto-run when exporting a report in Certain's platform.

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

Instructions for importing and updating Registrations in Certain using key fields and tab-delimited files.

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...

FAQ about Session Advisor AI, its workflow, integration, and data privacy within the Session Catalog.

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

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

Step-by-step instructions to upload and apply a favicon for an Event in the Certain platform.

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

Extended Display determines the look and feel of Event Forms, Websites, and Emails; an advanced HTML-based capability.

Release notes for 2025 Fall Release #2 (8.3.38) detailing bug fixes across blocks, forms, attendees, payments, and reporting.

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.

Overview of formats for delivering reports including HTML, PDF, Excel, CSV, and TXT.

FAQ about managing profiles in the Certain Help Center, including search, add/update, invite/register, export, history, and removing PII.

Release notes for Certain 7.1.4, detailing bug fixes across admin interface, country list, email, forms, groups, reporting, and speaker/session manage...

Release notes for Certain 7.0.7 detailing bug fixes across multiple components.

Release notes for Certain 7.0.4, detailing enhancements and bug fixes.

Explanation of the CSV file format, encoding requirements, and character sets for CSV imports.

Instructions for configuring the order of sections and items on a form, including page layout and encryption rules.

Instructions to create a new registration form in the Certain platform, including how to start, save, configure, and copy forms.

Instructions for editing a form in the Certain platform, including navigation and preview tips.

Explains how to preview a form in the Certain Forms module with split-screen edit mode and preview–edit toggling.

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

FAQ about activating waitlists for specific agenda items on registration forms.

Instructions for using the Report Results window in the Certain platform, including Action Bar, filtering, sorting, and row controls.

Overview of the Event List page in Certain Platform, including filtering, exporting, and navigation features.

FAQ about using the Report Results window, including the Action Bar, filtering, exporting, and row controls.

Overview of the Event List in Certain Platform's Help Center, including filters, columns, and event management.

Manage event and account assets, such as images, scripts, style sheets and other miscellaneous files.

Instructions to add and edit custom Event Display Fields for use in events, including Primary and Extended Display and Dynamic Data Fields.

Guide to managing Merchandise items for an event, including the Item List, Custom Merchandise Types, and Groups & Classifications.

Guide to managing reviewers in Speaker and Session Management within Certain.

Guidance for adding, editing, importing, and managing speakers in the Speaker and Session Management module.

Guidance on image dimensions for the Extended Display Main Image field, including width limits, banner uploads, and customization options.

The Query Registrations page enables quick, detailed searches to locate registrants with configurable filters, columns, and actions.

Guidance for importing and managing registration session instances via the Registrations Import wizard.

The Profiles page enables detailed searches of the profiles database for the current account and allows editing a selected record.

Help center article describing how to manage users, profiles, roles, and history in Certain.

Overview of agenda categories and how to manage scheduled items, fees, merchandise, and other agenda items in the event planning system.

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

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

A guide exploring how AI transforms event management in 2025, detailing agentic AI, event intelligence, practical applications, and nine trend traject...

An eBook guiding marketers on transforming event attendees into long-term brand advocates through AI and event intelligence.

A structured guide outlining data-driven strategies for event planning, budgeting, data orchestration, and technology selection.

Form to request a Touchpoint Ignite Demo for event management.

On-demand webinar about leveraging event intelligence and AI to enhance event experiences and outcomes.

A whitepaper exploring AI's potential in the event industry, including AI’s impact on trends, the role of event data, AI’s reciprocal role in data col...

A guide on how AI-powered buying signals help marketers build meaningful connections and drive B2B event success.

A resource describing an AI-powered tech stack for event ROI and related tools from Certain.

A guide describing strategies and best practices for leveraging AI and EI to enhance buyer engagement at events.

Webinar on uncovering attendee insights and applying AI to event management.

An eBook explaining how AI and event intelligence transform attendee engagement and how to measure impact beyond vanity metrics.

MarketingProfs discusses how event data and AI can uncover buying signals and boost marketing ROI through real-time event intelligence.

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

A webinar showcasing AI-powered session matching to help attendees decide among sessions and connections at events.

In this on-demand webinar, you’ll discover how to uncover insights into your event attendees’ mind – their priorities, needs, and interests using AI.

A page to request a live demonstration of Certain Event Advisor.

Grand Connection scaled events with Certain’s Smart Event Technology using automation to improve efficiency, engagement, and ROI.

Blog post explaining how buying signals and signal-aware strategies turn event experiences into revenue using AI-powered insights.

Overview of using AI to personalize event marketing and convert attendees into customers.

A guided approach to capturing and leveraging event data to engage attendees and maximize ROI using AI-powered insights.

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 event personalization tool from Certain, and its benefits for attendees, organizers, and sponsors.

A data-driven guide to mastering B2B event strategy using data orchestration, event intelligence, and AI-powered tools.

Blog recap of a webinar on event data and AI, including Touchpoint Ignite and data-driven strategies for ROI.

AI-powered recommendations for events personalize attendee journeys and drive engagement, as introduced with Event Advisor.

Explores how AI-powered event technology, led by Touchpoint Ignite, can unlock audience insights and improve event experiences.

Guide on turning attendees into advocates using AI-powered event insights to optimize buyer engagement.

An article describing AI-powered personalization and Session Advisor AI to improve attendee experiences and revenue.