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Email FAQ - Sending Email
Instructions to send emails from the Certain Platform to a single registrant or a group.
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General FAQ - Creating an Event
Overview of methods to create events in Certain: from scratch, copy existing, or from a template.
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Pick Report Columns (Account Reports)
Instructions for selecting, reordering, filtering, and customizing data columns in account reports on the Certain platform.
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Event Promo Code Import Wizard
Instructions to import promo codes from a CSV file into an event using the Promo Code Import Wizard.
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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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Import (Travel)
Guide for importing travel data from CSV files, including data types, file preparation, and field mappings for Flights, Flight Inventory, and Attendee...
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Events List Web Page
Documentation for configuring and using the Events List page in Certain's Websites, including the Events List Table fields and default no-events text.
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Event Details Page
Overview of the Event Details Page in the Certain Help Center, including access path and dynamic data fields for event information.
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Website Display
Documentation for the Website Display feature, detailing the Display Shell, Dynamic Data Fields, and styling attributes.
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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 1
Step 1 of the Build and Manage an Event guide focusing on planning the event building project in the Certain platform.
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How to Delete an Event
Steps to delete an event or program from an account or organization, including locating the event, adjusting pagination, and deletion with a note abou...
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Reports FAQ - Printing and Exporting Reports
Overview of formats for delivering reports: HTML, PDF, Excel, CSV, and TXT.
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Certain 7.0.2 Release Notes
Release notes for Certain 7.0.2 including enhancements and bug fixes.
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Certain 7.0.1 Release Notes
Release notes for Certain 7.0.1 detailing enhancements and bug fixes.
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Getting Started with Certain
Overview and quick-start topics for using Certain Platform to manage events.
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.CSV File Format
Overview of CSV file format, encoding requirements, and character sets for imports.
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How to Import Accommodation Details
Steps to import and update accommodation details for registrations, with templates and resources.
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Event List (from Login)
Overview of the Event List page shown after login, including filters, columns, and actions.
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Using Event Templates
Guidance on creating and managing event templates in Certain's Help Center.
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Copy Event (Wizard)
Instructions for copying an existing event using the Copy Event wizard, detailing steps, fields, and notes.
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Event List
Overview of the Event List in the Certain Platform Help Center, including how to add, export, filter, and view events.
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Custom HTML Section Details (Registration Form)
Instructions to add and configure Custom HTML sections in a registration form, including headers, HTML content, and display conditions.
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Registration Confirmations
Create custom, personalized registration confirmations for events using dynamic fields, links, barcodes, and section headers.
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Primary Display
Configuration options for the look and feel of event forms, websites, and emails.
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Event Display Fields
Instructions to add and edit custom Event Display Fields for use in events, including Primary Display and Extended Display with Dynamic Data Fields.
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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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Report Setup (Suppliers)
Documentation for creating and editing custom Suppliers reports in the Certain platform, including page sections and controls.
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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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Digital Events Email Templates
Email template automatically sent to new digital event registrants; editable when the Digital Events module is enabled.
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Printable Confirmations (Event-Level)
Instructions for creating and using event-level printable confirmation templates, including headers, barcodes, sections, and notes.
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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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Import Registration Data
Instructions for importing registrations, registration agenda items, and session instances into the event registrations database from external files.
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Content Blocks (At Account Level)
Guide to configuring account-level HTML content blocks in the Certain platform, including usage in emails, forms, websites, and conditional display ru...
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Web Crawlability (for Forms and Websites) Guide
Guide on making Certain event pages crawlable by search engine bots, including default behavior, public/private options, and Robots META tags.
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Integration Settings Needed for Stripe Payment Processor
Guidance on configuring Stripe as the payment processor in Certain Platform, including handling unsafe processing and PCI considerations.
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What’s Next in Event Intelligence
Overview of AI’s potential in the event industry and related resources.
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Take a Tour of the Certain Event Platform
A guided tour of the Certain Event Platform highlighting its core capabilities and benefits.
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The Top 10 Best Event Management Software Features
Infographic outlining ten key features to consider in event management software.
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The Event Intelligence Playbook
A guide on ROI for event marketing and how to analyze event data using Certain's solutions.
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Stop Asking Boring Event Questions
Certain introduces an AI-powered Question Generator to help event planners craft smarter, insight-driven survey questions.
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Beyond Badge Scans: How Smart Sales Teams Extract Real Value from Events
How buying signals from event interactions transform marketing leads into actionable revenue.
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Industries (at account-level)
Instructions to add, import, and manage industries at the account level for speaker and session management.
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Account History
Account history records for the current account over 90 days with 1-year retention and CSV export.
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Event Templates
Guide to creating and applying Event Templates in Touchpoint to reuse colors, layouts, and settings across events.
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Troubleshooting Data Fields in Emails
Guidance on resolving issues with dynamic data fields not rendering in email templates when recipients are marked as Test Registrants.
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Web Integration Links
Learn how to enable and use Web Integration Links to customize attendee experiences by inserting dynamic data into emails and forms.
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Printing Badges on Avery Templates Not Available in the Certain Badge Layout Edi...
Workaround using Avery's online design tool to create templates, merge with Certain data, and print or export to PDF.
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Removing Attendees from Certain Platform when the Event has a Touchpoint Integra...
Steps to remove attendees from Certain Platform when an event uses a Touchpoint integration.
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Updating Speaker Information in Touchpoint
Guidance on updating speaker records in Touchpoint when integrated with Certain Platform and when not synced, including bulk upload steps.
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Session Speaker Integration - Touchpoint
Guidance on attaching speakers to sessions and session instances for Touchpoint visibility.
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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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New Report Updates in 8.0
Overview of improvements to the Event Reports area in Certain 8.0, including report list improvements, data field grouping, and advanced options.
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ACH Refunds
ACH refunds cannot be processed through Certain Platform; refunds must be processed with the payment processor and then recorded in the system.
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Deactivating a User From An Account
Instructions for administrators to deactivate a user from a Certain account, including limits and steps to remove a user.
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Supported Encryption Cipher Suite Changes
Details about cipher suite changes for Certain Platform, API, Signal, and SSO, effective June 30, 2022.
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Customizing Emails Based on Different Registrant Factors/Values
Guidelines to customize email content for different registrant answers using content blocks and display rules in Certain's event setup.
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API Fetch walkthrough
Step-by-step guide to configuring API Fetch for Eloqua data in Certain Platform.
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Send Email for accepted registrations
Notes on when to select an email template for accepted registrations in Certain's workflow.
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Session Break: Hybrid Event Planning & Execution
Video on demand session with Kent Martin about key considerations for planning and delivering hybrid events.
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Power Templates
Power Templates equip event and marketing professionals to easily create events that are versatile and efficient, reducing time and costs.
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How Marketing Events are Changing
Infographic describing how marketing events are changing and the expanded role of event marketers.
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Event Automation for Data-Driven Marketers & Event Professionals
Infographic detailing event automation and Certain's event management technology solutions for marketers and event professionals.
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Crack the Code – Understanding Your Event Attendees
Webinar on uncovering attendee insights and applying AI to event management.
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3 Ways AI-Powered Session Recommendations Can Help Elevate Your Events
Video on demand content about AI-powered session recommendations for events.
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Improving Efficiency & Lead Quality
Rockwell Automation enhanced event efficiency and lead quality by centralizing data with Certain's platform, enabling faster follow-up and global cons...
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National Instruments Achieves Significant Cost Savings and Accelerates Lead Gene...
Case study of National Instruments using Certain's event platform to accelerate lead follow-up and reduce support time.
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Certain Brand Guide
Official brand assets including logo lockups, color palette, typography, and product assets for Certain.
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Support Center
Knowledge Base and support resources for Certain Platform, including articles and developer space.