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Participant Type
A guide to using Participant Types to group users and restrict features by participant type in Touchpoint.
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In-App Links
Guide to linking within the Touchpoint app using in-app links and URL construction.
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Live Polling
Live Polling with Touchpoint provides real-time feedback. No extra gear is required.
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Email FAQ - Sending Email
Guidance on sending emails from within the Certain Platform, including sending to a single registrant or a group.
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Registration Overview
Summary page in the Registration area of Account Settings for administrators, listing data from Custom Profile Data, Financial Data, Printable Confirm...
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Assigning User Types
Overview of available user types and how to assign access and permissions in Certain.
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Tier: Add/Edit
Instructions for adding and editing tiers in the Speakers and Sessions management module.
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Import Accommodation Blocks
Guide to importing accommodation blocks via CSV into events, including preparing files, mapping fields, and post-import steps.
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Hotels
Documentation on setting up hotels for events, including hotel details and venue information.
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Meeting Requests (Home)
Overview of the Meeting Requests List page with filters, columns, and actions.
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Assign Roles
Background and steps for assigning roles to events in the Certain platform.
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E-commerce FAQ - Configuring E-commerce Accounts
Guide to configuring e-commerce accounts in the Certain platform, including supported gateways and setup steps.
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Accommodation Blocks
Instructions and details for creating and managing accommodation blocks for events, including prerequisites, block information, utilization reports, a...
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Confirmation (Attendee Form)
Instructions to configure the confirmation page for an attendee registration form, including email confirmations, itinerary, calendar additions, and s...
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Scheduled (Agenda Items)
Overview of managing scheduled agenda items, including types, grouping by groups/locations/tracks, and actions like add, edit, delete, search, and imp...
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Check-In: Alert Configuration
Instructions to configure VIP alerts in Certain Check-In, including basic configuration, triggers, organizations, attendee types, attendees, and conta...
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Check-In: Create VIP Alert (wizard)
Guidance for using the VIP alert creation wizard in Certain Check-In, including steps to configure alert name, date range, organizations, attendee typ...
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Digital Events Email Templates
Email template sent to new registrations for digital events; defaults created when the Digital Events module is enabled; editable; includes best pract...
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Reviewer Email Templates
Documentation for creating and managing reviewer email templates in Certain's Help Center, including fields, from/reply addresses, assets, and attachm...
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Account Information
Help Center article describing how to view and update account information for administrators in the Certain platform.
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Copying an Account Report (Report Copy Wizard)
Instructions to copy an existing Account or System Report using the Report Copy Wizard.
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Privacy Compliance
Privacy compliance access details and sub-module navigation for Administrators.
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Creating User Accounts
Guidance for creating and managing users within an account in the Certain platform, including permissions and password setup.
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2025 Summer Release #2 (8.3.32)
Release notes for 2025 Summer Release #2 (8.3.32) covering bug fixes across Custom Statuses, Email, Event Dashboard, Registrant Details, Promo Codes, ...
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2025 Spring Release #3 (8.3.26)
Release notes for 2025 Spring Release #3 (8.3.26) covering fixed issues including accounts usage reports, agenda item guest list, email handling, form...
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2025 Winter Release #5 (8.3.23)
Release notes for the 2025 Winter Release #5 (8.3.23) of the Certain platform, detailing enhancements, badges, and bug fixes.
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The Event Marketer’s Guide to Generative AI Prompts
Infographic resource for event marketers on using generative AI prompts to drive registrations and engagement.
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Connect Certain with Your Application Ecosystem
Power your marketing and sales ecosystem with connected event operations and insights through Certain integrations and APIs.
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From Attendee to Buyer: Deliver Experiences That Drive Growth
Overview of Certain's Attendee Experience and AI-powered personalization to convert engagement into ROI.
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Driving Record Attendee Engagement with Touchpoint
Case study on how Touchpoint boosted attendee engagement and booth activity for a leading medical devices company.
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Wi-Fi Requirements
Guidance on Wi-Fi considerations for Touchpoint app at events, including bandwidth usage, app data sync, and live polling considerations.
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Touchpoint Release (July 2025)
Updates for the Touchpoint July 2025 release, including agenda navigation, messaging controls, and CMS announcements.
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How to enable Attendee-to-Attendee Messaging
Instructions to enable attendee-to-attendee messaging in Touchpoint by turning on the feature in the event dashboard.
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Event Templates
Overview of Event Templates in Touchpoint, including creation, application, included content, and content that does not apply.
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Maps and Locations
Overview of how to create and manage image maps and street maps in Touchpoint, including adding maps, pins, and locations.
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Multiple Languages
Learn how to add translation support and use translation fields for multi-language content in Touchpoint.
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Links Feature
The Links feature lets you create and manage a list of webpages and files to load in the app or externally.
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Info Feature
Instructions for creating Info items, adding images, applying theming colors, and bulk uploading via spreadsheet.
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Capacity Planning
Capacity planning is an extension of the Agenda feature for managing session capacity in Touchpoint.
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Submit a request
Form to submit a support request including email, priority, subject, event info, date, description, and attachments.
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TouchPoint - Web Home Layout Webinar
TouchPoint webinar recording page in the webinar recordings section.
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Touchpoint - Attendee Engagement
Webinar recording on Touchpoint Attendee Engagement covering Activity feed, Badge Game, Live Polling, and Survey.
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Touchpoint - Getting Started
Getting started guide for Touchpoint, including a video training series and related articles.
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Touchpoint User Dashboard Training
Touchpoint User Dashboard Training article in the Touchpoint Support Center with a video tutorial.
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Tagging Attendee* Statuses & Sessions - Required for Attendees
Guide on tagging attendee statuses and sessions required for attendees in Touchpoint.
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Speakers and Sessions from Platform to Touchpoint
Overview of how speakers and sessions transfer from the Platform to Touchpoint in the Touchpoint Knowledge Base.
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What Flows Over from Platform to Touchpoint
Support article describing data flows from Platform to Touchpoint.
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Editing Your New Touchpoint Event
Support article explaining how to edit a new Touchpoint event, with a video demonstration and related articles.
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Prepare to Publish - Required Items for App Submission
Support knowledge base article about the required items for app submission in Touchpoint.
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Editing Your New Touchpoint App Settings
Instructions for editing the settings of a new Touchpoint app.
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NEW Badge Game UX
Guide to designing and managing the Touchpoint interactive badge game, including badge images, rules, goals, and promotion.
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Certificates And Provisioning
Instructions for creating and sharing certificates and provisioning profiles required to publish an app to the App Store.
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iPad Homescreen Layout
Documentation detailing iPad home screen panel types and panel settings for Touchpoint.
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Marketing Ideas
Guidance on promoting your event app with Touchpoint, including announcements, highlights, and distribution tactics.
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Login Options
Overview of Touchpoint login options, including pre-defined attendee lists and no pre-defined attendee lists, with details on Planner-Created, Attende...
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App Content Checklist
Guidance for preparing app content and submission assets for Touchpoint apps.
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GatherNow App Publishing
Guide to publishing events to the GatherNow app and enabling user access via the CMS and App Store.
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Bulk Uploading Content
Guidance for bulk uploading content to Touchpoint using separate spreadsheets and the Import Content workflow.
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Scheduling and Publishing Sessions
Instructions for scheduling sessions using the Session Scheduler, including location-based and location-free scheduling, automatic publishing, and mas...
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Registration Groups in Certain
Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.
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Email Analytics Frequently Asked Questions
FAQ covering dashboard refresh, statuses, tracking, retention, and CAN-SPAM compliance for Email Analytics.
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Content Display
Details on configuring Display Fields, Content Blocks, and Display Rules for event forms, websites, and emails in the Certain platform.
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Event Setup: Details
Details page for configuring Event basic information in the Certain platform, including Event Details, Location, Contacts, Custom Data, and currency l...
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Accommodations Guide
Overview of the Accommodation Module in Certain, including enabling, workflow, hotels, room types, blocks, sub-blocks, forms, roommates, and registrat...
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Troubleshooting Data Fields in Emails
Guidance for diagnosing dynamic data field display issues in templated emails when recipients are marked as Test Registrants.
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Web Integration Links
Instructions for enabling Web Integration Links and adding new links to customize attendee communications.
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What to do when registrants do not receive emails - SPF/DKIM/DMARC Failure
Troubleshooting steps for email deliverability when SPF, DKIM, or DMARC checks fail in Certain's event emails.
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Best Practices: Email Deliverability
Guidance on ensuring email deliverability from Certain, including DMARC, SPF, DKIM, and best practices.
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Administrators - Cybersource Setup Requirements
Instructions for administrators about Cybersource setup requirements in Certain Platform.
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How can I receive an email when someone registers for my Event
Instructions to copy Confirmation Emails to a specified email address via the cc field in the Confirmation settings.
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General FAQ - Setting Up Users
Overview of creating and managing system users and assigning user types in Certain.
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Reports FAQ - Collecting Multi-Event Data for Consolidation Reports
FAQ about collecting multi-event data for Consolidation Reports and using custom questions in Certain.
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Administration Overview
Administration overview for administrators to navigate account settings in the Certain platform.
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Removing Attendees from Certain Platform when the Event has a Touchpoint Integra...
Instructions for removing attendees from Certain Platform when the event is integrated with Touchpoint.
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Updating Speaker Information in Touchpoint
Special considerations for updating speaker information in Touchpoint when speakers are synced from Certain Platform or added directly in Touchpoint.
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Syncing Registrants to Touchpoint from Platform
Steps to tag registration statuses with Touchpoint: Synced to pull registrants into Touchpoint from Certain Platform.
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Session Speaker Integration - Touchpoint
Guidance on attaching speakers to sessions and session instances for Touchpoint integration in Certain Platform.
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Add To Calendar Updates
Upcoming changes to Add to Calendar with AddEvent integration in the Certain platform (7.1.7).
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Custom Display Fields
Instructions for creating and using custom display fields in the Certain platform.
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Removing Access to a Sub-Account
Instructions to remove access to a Sub-Account in Certain Platform; deleting Sub-Accounts is not supported.
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Adding/Removing Full Credit Card Information Access for a User
Instructions to grant or revoke full credit card number access for a user, including PCI considerations and steps to modify permissions.
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2025 Summer Release #4 (8.3.34)
Release notes for Summer 2025 Release #4 (8.3.34) covering fixes across Agenda Sections, Country List, Email, Forms, Locations, Session Blocks, Speake...
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2025 Spring Release #1 (8.3.24)
Release notes for 2025 Spring Release #1 (8.3.24) covering enhancements, bugs, and new features for Admin-Side Save Buttons, Display Rules, and Hotels...
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The Nine Events of Email
Overview of the nine email events described for SendGrid analytics and notifications via Event Webhooks.
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Email Analytics: Email Statuses and What They Mean
Overview of Delivered, Bounce, Blocked, and Deferred events in email delivery and what they imply for deliverability.
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Session Related Links: Syncing from Platform to Touchpoint
Guidance on syncing session related links from Platform to Touchpoint using the Touchpoint: Related Link tag.
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Customizing Emails Based on Different Registrant Factors/Values
Help center article explaining how to vary email content based on registrant answers using display rules and content blocks.
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Changing Contact Information on the Event Registration Confirmation Email
Instructions to change the From address on the Event Registration Confirmation Email in Certain Platform.
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General FAQ - About Spam Filtering
Explains how email spam filtering works for Certain, including default From address and DNS entries to send from a different domain.
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General FAQ - Sending Emails
General FAQ about sending emails in the Certain platform, including group and individual messaging, and saving email templates.
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Email a group of registrations
Instructions for emailing a group of event registrations using templates in Certain.
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Speaker Email Templates
Guidance for creating and managing speaker email templates in Certain Help Center.
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Check-In: Alert Configuration
Configure VIP alerts for Certain Check-In, including alert name, active dates, triggers, attendees, and contacts.
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Request a Touchpoint Ignite Demo
A page to request a Touchpoint Ignite Demo for event management.
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Take a Tour of Touchpoint Ignite Event App
A tour of the Touchpoint Ignite mobile event app highlighting key benefits and features.
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Our Customers Tell The Best Stories
Customer stories about Certain’s event management platform featuring Rockwell Automation, National Instruments, Grand Connection, and a leading hearin...
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Your CEO Asks
ROI-focused page addressing resources and insights to deliver measurable return on investment from events.
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Why a Mobile Event App? Amazing Insights. That’s Why.
A guide explaining the value of a mobile event app, with sections on management, engagement, and analytics.
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Where’s Your Event ROI?
Infographic about event ROI: 80% say lead generation is the #1 goal; 48% report any ROI metric.
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Turning More Audiences into Customers with AI-Powered Personalization
Learn how to leverage AI-powered personalization to convert audiences to customers with AI personalization.
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Turning Event Data into Gold – 7 Ways to Measure the Business Impact of Your Eve...
Video-on-demand resource outlining seven methods to measure the business impact of events using Certain's platform.
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Turn Engagement Signals into Pipeline
Explore Certain's Event Management Technology Solutions to turn engagement signals into pipeline.
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The Ultimate AI Tech Stack for Event ROI
Overview of Certain's AI-powered event technology stack to maximize event ROI.
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The Top 10 Best Event Management Software Features
Infographic detailing ten key features of event management software to drive quality data and real-time insights.
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Redefining the Event Landscape in the Enterprise World
Part 1 of Certain's Enterprise Events series exploring the evolving role of events as strategic tools to drive growth, foster innovation, and enhance ...
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Real-Time Marketing Guide
Download this guide to learn more about the intersection of real-time marketing automation and event management technology.
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Power Templates
With Power event templates, we equip event and marketing professionals to easily create events that are versatile and efficient, offering a seamless a...
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Event Personalization at Scale
Overview of Certain's event personalization features including enterprise event management software and event intelligence.
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Your Events are Talking, Are You Listening? (Video On Demand)
Explore Certain's Event Management Technology Solutions, including Manage Events, Engage Attendees, and Analyze Performance.
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How to Accelerate Revenue with Intelligent Events
Guide to accelerate revenue with intelligent events using Certain's event management technology solutions, including Manage Events, Engage Attendees, ...
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How Marketing Events are Changing
Infographic about how marketing events are changing and related resources from Certain.
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How Grand Connections Scaled Events with Certain
Video On Demand resource detailing Certain's event management technology solutions, including Enterprise Event Management Software, Touchpoint, and Ev...
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From Signals to Sales: Activating Intent Data from Events
Video on demand webinar transcript about activating intent data from events.
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Event Management Overview
Video on demand overview of Certain's event management technology solutions including Manage Events, Touchpoint, Event Intelligence, and additional re...
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Event Engagement Overview
Attendees rely on their mobile devices for just about everything. View this event engagement overview to learn how to make events memorable.
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The Event Engagement Data Playbook
Guide to driving, capturing, and acting on attendee engagement data for virtual, hybrid, and in-person events.
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Event Automation for Data-Driven Marketers & Event Professionals
Infographic detailing how Certain's event management technology helps data-driven marketers and event professionals.
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Delivering Business Objectives Through Digital Events
Infographic describing how digital events deliver business objectives and showcasing Certain's event management technology solutions.
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Certain Touchpoint Engagement App
Infographic page describing the Certain Touchpoint engagement app, its capabilities to engage attendees before, during, and after events, and related ...
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Certain Event Advisor Webinar & Demo
Video On Demand presentation of Certain Event Advisor Webinar & Demo and related solutions.
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Better Together: Digital + In-Person Strategies = Greater Return for Businesses ...
Guide exploring how digital and in-person strategies together drive greater return for businesses and customers.
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Gather Digital Has Become Certain Touchpoint
Gather Digital has become Certain Touchpoint; the mobile event app continues the mission to bring people together.
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Certain Launches Touchpoint Ignite: Transforming Events with Deep Audience Insig...
Certain announces Touchpoint Ignite, an AI-powered event app that transforms engagement data into deep audience insights and actionable intelligence.
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Certain Partner Network
An ecosystem of valued partners with proven solutions to help you add value to your events programs.
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Thank You For Visiting Our Booth At IMEX America 2024
Resources from Certain at IMEX America 2024, including event intelligence playbooks and guides.
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Thank You For Visiting Our Booth At IMEX America 2023!
Thank you page for IMEX America 2023 visitors with resources on event intelligence, event management, and event engagement.
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Who Uses Event Automation Software?
FAQ detailing who uses event automation software and related solutions.
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On-Demand Touchpoint Demo
Demonstration of the Touchpoint mobile event app by Certain, showing attendee engagement before, during, and after events.
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Request a Demo of Certain Event Advisor
Form to request a demo of Certain Event Advisor.
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Contact Us
Contact page for Certain with a form to connect, and information for support and billing contacts.
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Real-Time Signal Delivery: When Speed Meets Context, Revenue Teams Win
An analysis of real-time signal delivery in event data and its impact on revenue teams.
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Maximizing Event Success with Signal-Based Solutions: A Catalyst for Marketers t...
Explores signal-based event solutions that connect attendee signals to marketing and sales to drive ROI.