Dynamic Templates & CSV

Instructions to send emails from the Certain Platform to a single registrant or a group.

Overview of methods to create events in Certain: from scratch, copy existing, or from a template.

Instructions for selecting, reordering, filtering, and customizing data columns in account reports on the Certain platform.

Instructions to import promo codes from a CSV file into an event using the Promo Code Import Wizard.

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...

Guide for importing travel data from CSV files, including data types, file preparation, and field mappings for Flights, Flight Inventory, and Attendee...

Documentation for configuring and using the Events List page in Certain's Websites, including the Events List Table fields and default no-events text.

Overview of the Event Details Page in the Certain Help Center, including access path and dynamic data fields for event information.

Documentation for the Website Display feature, detailing the Display Shell, Dynamic Data Fields, and styling attributes.

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

Step 1 of the Build and Manage an Event guide focusing on planning the event building project in the Certain platform.

Steps to delete an event or program from an account or organization, including locating the event, adjusting pagination, and deletion with a note abou...

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

Release notes for Certain 7.0.2 including enhancements and bug fixes.

Release notes for Certain 7.0.1 detailing enhancements and bug fixes.

Overview and quick-start topics for using Certain Platform to manage events.

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

Steps to import and update accommodation details for registrations, with templates and resources.

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

Guidance on creating and managing event templates in Certain's Help Center.

Instructions for copying an existing event using the Copy Event wizard, detailing steps, fields, and notes.

Overview of the Event List in the Certain Platform Help Center, including how to add, export, filter, and view events.

Instructions to add and configure Custom HTML sections in a registration form, including headers, HTML content, and display conditions.

Create custom, personalized registration confirmations for events using dynamic fields, links, barcodes, and section headers.

Configuration options for the look and feel of event forms, websites, and emails.

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

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

Documentation for creating and editing custom Suppliers reports in the Certain platform, including page sections and controls.

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.

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

Instructions for creating and using event-level printable confirmation templates, including headers, barcodes, sections, and notes.

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

Instructions for importing registrations, registration agenda items, and session instances into the event registrations database from external files.

Guide to configuring account-level HTML content blocks in the Certain platform, including usage in emails, forms, websites, and conditional display ru...

Guide on making Certain event pages crawlable by search engine bots, including default behavior, public/private options, and Robots META tags.

Guidance on configuring Stripe as the payment processor in Certain Platform, including handling unsafe processing and PCI considerations.

Overview of AI’s potential in the event industry and related resources.

A guided tour of the Certain Event Platform highlighting its core capabilities and benefits.

Infographic outlining ten key features to consider in event management software.

A guide on ROI for event marketing and how to analyze event data using Certain's solutions.

Certain introduces an AI-powered Question Generator to help event planners craft smarter, insight-driven survey questions.

How buying signals from event interactions transform marketing leads into actionable revenue.

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

Account history records for the current account over 90 days with 1-year retention and CSV export.

Guide to creating and applying Event Templates in Touchpoint to reuse colors, layouts, and settings across events.

Guidance on resolving issues with dynamic data fields not rendering in email templates when recipients are marked as Test Registrants.

Learn how to enable and use Web Integration Links to customize attendee experiences by inserting dynamic data into emails and forms.

Workaround using Avery's online design tool to create templates, merge with Certain data, and print or export to PDF.

Steps to remove attendees from Certain Platform when an event uses a Touchpoint integration.

Guidance on updating speaker records in Touchpoint when integrated with Certain Platform and when not synced, including bulk upload steps.

Guidance on attaching speakers to sessions and session instances for Touchpoint visibility.

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...

Overview of improvements to the Event Reports area in Certain 8.0, including report list improvements, data field grouping, and advanced options.

ACH refunds cannot be processed through Certain Platform; refunds must be processed with the payment processor and then recorded in the system.

Instructions for administrators to deactivate a user from a Certain account, including limits and steps to remove a user.

Details about cipher suite changes for Certain Platform, API, Signal, and SSO, effective June 30, 2022.

Guidelines to customize email content for different registrant answers using content blocks and display rules in Certain's event setup.

Step-by-step guide to configuring API Fetch for Eloqua data in Certain Platform.

Notes on when to select an email template for accepted registrations in Certain's workflow.

Video on demand session with Kent Martin about key considerations for planning and delivering hybrid events.

Power Templates equip event and marketing professionals to easily create events that are versatile and efficient, reducing time and costs.

Infographic describing how marketing events are changing and the expanded role of event marketers.

Infographic detailing event automation and Certain's event management technology solutions for marketers and event professionals.

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

Video on demand content about AI-powered session recommendations for events.

Rockwell Automation enhanced event efficiency and lead quality by centralizing data with Certain's platform, enabling faster follow-up and global cons...

Case study of National Instruments using Certain's event platform to accelerate lead follow-up and reduce support time.

Official brand assets including logo lockups, color palette, typography, and product assets for Certain.

Knowledge Base and support resources for Certain Platform, including articles and developer space.