Document Export Toolkit

Instructions for configuring up to three mass actions triggered when exporting a report.

Guide to selecting, ordering, sorting, and customizing columns for Account Reports in Certain.

Guidance on adding and formatting a custom header and footer for reports using the HTML Editor, with notes on formats and data-field customization.

Instructions for sending email messages to individual profile contacts from the Email page in the Certain Help Center.

A brief PDF guide describing how to set up Promo Codes for use in an event.

Instructions to import discounts from a CSV file using the Discount Import Wizard.

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

A support-center article introducing the Accommodation Guide PDF for the Accommodation Module in Certain.

Instructions for configuring the Events List page on a website, including the Events List Table fields and default message.

Guidance on adding and formatting custom headers and footers in Consolidated Reports using the HTML Editor.

Page detailing options for report display and print settings for event reports.

Steps to assign an Event Owner in Certain Help Center. Only administrators can add users to an account; contact the administrator or email help@certai...

Help article describing meeting requests on websites, including page content and list labels.

Step-by-step instructions to import and update accommodation details for registrations in the Certain platform.

Instructions to link a Certain form from an external website by copying the form URL from the plan form preview.

Guidance on configuring Section Header fields for form sections, including Text Above Header, Header Text, and Text Below Header.

An illustrated PDF guide to setting up and using Registration Groups in an event, including how to enable the Registration Groups sub-module and acces...

Guide to importing groups into an event from a CSV file using the Import Groups wizard.

Information about the Group Reports page in the Certain platform, including Group Summary Report, filtering, columns, and export options.

A brief PDF guide to the cookies added to registrants’ browsers by forms and web pages created in Certain; highlights essential cookies for admin-side...

Overview of managing scheduled agenda items, including types, grouping by groups/locations/tracks, and actions like add, edit, delete, search, and imp...

Documentation describing how to create and configure summary groupings for supplier reports in the Certain Help Center.

Instructions to add and format a custom header and footer for Supplier Reports using the HTML Editor, including supported output formats and data-fiel...

Instructions for defining report export actions and export methods within the Certain platform.

Instructions to customize headers and footers for custom reports across formats.

Overview of subtotals in reports, including display formats, per-group counts, grand totals, and how to enable and configure subtotals.

Help article describing how to group report data into summary groups for printable formats.

Options for displaying and printing event report outputs, including formats, data formatting, and print settings.

Help article on configuring the Itinerary PDF appearance and content for events in Certain.

Email template sent to new registrations for digital events; defaults created when the Digital Events module is enabled; editable; includes best pract...

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

A detailed list of all sessions in the event, including session name, code, track, type, capacity, occurrences, and more.

A summary of how many of each scheduled instance of the event's sessions have been selected by attendees.

Instructions for managing sessions in Speaker and Session Management, including adding, editing, deleting, filtering, and scheduling.

The standard summary report All Registrations By Status shows complete and incomplete registrations grouped by status, with two pie charts and a repor...

An illustrated PDF guide describing how to respond to GDPR data subject requests from individuals seeking rights under the GDPR.

Instructions for adding a custom header and footer to profile reports using the HTML Editor, including supported formats and data fields.

Options for displaying and printing Profile reports in Certain Help Center.

PDF user guides for configuring and using Certain Signal to integrate with third-party applications.

In this eBook, we delve into how Artificial Intelligence (AI) is transforming the event industry and explore the latest AI trends poised to revolution...

Deliver personalized, data-driven event experiences at scale with Touchpoint Ignite. Turn engagement into insights and revenue.

Zoom partner page describing Zoom's cloud platform for video, voice, content sharing, and chat for events and collaboration with Certain.

Case study on how Touchpoint boosted attendee engagement and booth activity for a leading medical devices company.

Instructions to bulk upload translations in Touchpoint by exporting primary language content, translating in Excel, and re-importing.

Overview of Event Templates in Touchpoint, including creation, application, included content, and content that does not apply.

Instructions to export content from a previous event to a future event in Touchpoint CMS, including exporting to Excel and importing.

Touchpoint Stream webinar article describing how the platform hosts interactive virtual and hybrid events and consolidates event content and data.

Overview of how speakers and sessions transfer from the Platform to Touchpoint in the Touchpoint Knowledge Base.

Support article describing data flows from Platform to Touchpoint.

Instructions and sample text for announcing a mobile app for an event, including login and download steps.

Details on color theming including defaults, tool usage, editor mappings, and non-themable items.

Guidance on promoting your event app with Touchpoint, including announcements, highlights, and distribution tactics.

Guidance for bulk uploading content to Touchpoint using separate spreadsheets and the Import Content workflow.

Overview of navigating the main event components in your account, including the Event List and event-specific tabs such as Plan, Promote, Manage, Enga...

Guide on locating potential duplicate registrations when an event has many registrations, including using Excel for large data sets.

Step-by-step troubleshooting for payment processing on complete registrations in Certain's form-based payments.

Steps to auto-assign a Speaker Attendee Type to speakers via form logic in Plan.

Instructions to streamline agenda item entry using Import and Export in the Certain agenda module.

Instructions on publishing online forms and websites in Certain, including how URLs are created and delivered to attendees.

Overview of the Event Agenda Summary Report in the Certain Help Center, including export, hyperlink behavior, and definitions of status counts and inv...

Instructions for importing travel data via CSV in the Travel module, including data types, file prep, and import steps.

Guidance on using Avery Design & Print Online templates with Certain badge layouts when not available in the Certain Badge Layout Editor.

Special considerations for updating speaker information in Touchpoint when speakers are synced from Certain Platform or added directly in Touchpoint.

Steps to tag registration statuses with Touchpoint: Synced to pull registrants into Touchpoint from Certain Platform.

Instructions to create or link a Registration Profile for an existing Speaker in an Event, using a Form or not using a Form.

Guidance on attaching speakers to sessions and session instances for Touchpoint integration in Certain Platform.

You can display form content based on conditions using Inline Actions (on the same page) or Display Actions (on a separate page).

Instructions for displaying agenda items in a form using a table in the Certain Help Center.

Instructions for creating and using custom display fields in the Certain platform.

Guidance on configuring the Primary Display: background color, fonts, page width, alignment, header/footer, and dynamic data fields.

Step 5 covers customizing the look and feel of an event using template, basic display, and advanced display options.

Guidance on syncing session related links from Platform to Touchpoint using the Touchpoint: Related Link tag.

Instructions to add a hyperlink to an image or banner using an HTML editor in Certain's Help Center.

Guide for administrators and event builders to create a new event in the Certain platform.

Instructions for adding the webcast join URL and Session Catalog link to an Email Template in Digital Events.

Certain enables manual or bulk session creation using Standard or Conference Layouts, including step-by-step import and one-by-one addition.

Uses Display Rules to include the Personal Agenda in an Email Template and shows how to create and apply the rule.

Guidance for configuring digital sessions with Zoom or ON24 using Certain Signal on the Certain Platform.

Guidance on configuring digital events with Certain Signal and webinar providers Zoom or ON24.

Guidance for configuring Digital Events in Certain Signal with Zoom, including prerequisites and setup steps.

Guide to Main Image sizing in Extended Display and how to set header banners in Certain.

Guidance to fix extra blank bullet points in Outlook when using Content Block in email templates by inserting a hidden div after bullet lists.

Guidance on creating a new event in the Certain platform, including from scratch, copying, or using templates, and entering event details.

A guide for transitioning in-person events to digital formats with integration and engagement strategies.

A page to request a Touchpoint Ignite Demo for event management.

An ebook outlining how to blend in-person and digital event experiences into a hybrid 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.

An eBook detailing strategies and best practices for leveraging AI and EI to accelerate the buyer journey at events, with a roadmap for connecting wit...

An eBook detailing how AI and event intelligence drive attendee engagement and revenue at events.

Partner profile for Samantha Smith Productions on Certain.

ON24, the marketing technology leader helping enterprises deliver live and always-on digital experiences such as webinars, multimedia content hubs and...

Partner page describing Meetingselect, a global meeting management platform and venue sourcing provider with a large database of hotels and meeting sp...

Partner profile for InEvent outlining its global event management platform for virtual and hybrid events.

Partner page describing Demandbase, a targeting and personalization platform, and its event-focused benefits.

A-Plus Meetings & Incentives is one of the country's largest and most respected certified woman-owned meeting companies. A-Plus Meetings & Incentives ...

Contact page for Certain with a form to connect, and information for support and billing contacts.

Overview of five essential features for event management technology for marketers, including mobile apps, automation integration, lead intelligence, a...