-
Form Entry & Security
Instructions for using an Entry Page, setting up a waiver, and configuring login options in Form workflows.
-
General FAQ - Managing Registrations
Overview of registrations and profiles, including creation, modification, and relationship of registrations to profiles.
-
Email FAQ - Sending Email
Instructions to send emails from the Certain Platform to a single registrant or a group.
-
Adding Questions to Agenda Items
Legacy feature article describing how to assign custom questions to agenda items and related cautions.
-
General FAQ - Setting Up an Event
General FAQ covering event setup, including event details, attendee types, questions, agenda items, payments, accommodation, and online display.
-
Reports FAQ - Collecting Multi-Event Data for Consolidation Reports
Overview of multi-event data, consolidation reports, and how to collect custom event data.
-
Email (Profile)
Instructions for composing and sending email messages to individual profile contacts from the Email page.
-
Tier: Add/Edit
Instructions for adding and editing a Tier in the Speakers and Sessions Management workflow of the Certain platform.
-
Dynamic Emails Guide (PDF)
A PDF guide detailing how to build dynamic email templates using Content Blocks and Display Rules, with content adapting based on registration values.
-
Support or Helpdesk Hours and Contact Information
Official support hours, real-time assistance availability, 24/7 ticket submission, urgent support guidance, and the helpdesk email.
-
Build and Manage an Event - Step 6
Guidance for creating marketing elements to promote event registration, including links, websites, and email templates.
-
Certain 7.1.4 Release Notes
Release notes for Certain 7.1.4 detailing bug fixes across admin interface, country list, email, forms, groups, reporting, and session management.
-
Certain 7.1.2 Release Notes
Release notes for Certain 7.1.2 covering enhancements and bug fixes across payment processors, digital events, form sessions, API, email, event lists,...
-
Certain 7.0.4 Release Notes
Release notes for Certain 7.0.4 including enhancements and bug fixes.
-
Custom Question Information (Attendee Answers)
Displays and edits attendee responses to custom registration questions.
-
'Send Email' for accepted registrations
Help topic about configuring email notifications for accepted registrations and considerations when selecting email templates and registration status ...
-
Registration - Automatic Event Waitlisting
Guide to enable and configure Automatic Event Waitlisting, including capacity, email templates, event options, and waitlist form setup.
-
General FAQ - Sending Emails
Overview of when the system sends emails and how to compose and send messages to groups or individuals.
-
Confirmation (Attendee Form)
Settings and instructions to configure the confirmation page for an event registration form, including email confirmations, itinerary, calendar add-on...
-
Display
Display refers to the look and feel of your event forms, websites and emails.
-
Agenda Items: Advanced (Custom Questions)
Instructions for using custom questions to collect information for agenda items, including question types and editing steps.
-
Questions
The Questions page explains how to create custom questions for registration forms and related pages in Certain.
-
Notification Setup
Configuration guide for email notifications when event capacity thresholds are reached.
-
Check-In: Question Configuration
Configure which custom profile and registration questions appear during Check-In.
-
Setup Dashboard
Overview of the Setup Dashboard in the Certain event platform, detailing header, event details, standard modules, and additional modules for event con...
-
Email a group of registrations
Instructions to email a group of registrations using an email template, including selecting registrants, choosing templates, editing the message, and ...
-
Digital Events Email Templates
Email template automatically sent to new digital event registrants; editable when the Digital Events module is enabled.
-
Scheduled Emails
Overview of viewing and managing scheduled emails in a Certain event, including the active emails list and copied event behavior.
-
Reviewer Email Templates
Help article describing how to create and manage reviewer email templates for session reviewers in Certain.
-
Email (Attendee)
Instructions for sending emails to attendees from the event management interface, including templates, fields, attachments, and previews.
-
Custom Profile Data
Guidance on profile data, custom questions, and default field settings in Certain's registration system.
-
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...
-
Custom Event Data
Documentation on Custom Event Data in Certain Help Center, including access, usage, and management of custom event data and questions.
-
Using Forgot Password in Forms Guide
Guide to configuring and using the Forgot Password feature in Certain forms, including email templates and form setup.
-
How to create, edit and delete an email template
Instructions to create, edit, and delete an email template within an event in Certain.
-
Scheduling Emails Guide
Instructions for scheduling emails to registrants in Certain Platform using Email Templates.
-
Sending Confirmation Emails When Allowing Partial Payments on a Form
Instructions for sending confirmation emails to registrants who have made partial payments in the Certain platform.
-
2025 Summer Release #4 (8.3.34)
Release notes for 2025 Summer Release #4 (8.3.34) covering fixes across Agenda Sections, Country List, Email, Registrations, Locations, Session Blocks...
-
2025 Summer Release #2 (8.3.32)
Release notes for 2025 Summer Release #2 (8.3.32) covering bug fixes for Custom Statuses, Email encoding, Event Dashboard, Registrant Details, Promo C...
-
Form Password Options
Two methods to help registrants access password-protected forms on Certain: Forgot Password and Reg ID URL approach.
-
2025 Spring Release #3 (8.3.26)
Release notes for 2025 Spring Release #3 (8.3.26), detailing bug fixes across accounts, agenda items, emails, forms, itineraries, imports, and the spe...
-
Fully customize an Email Template in Certain
Instructions for creating fully customized email templates for events or forms in the Certain platform, with styling tips and an example.
-
Error when no Form in the Event is marked as Primary
Explains an error when no Event Form is marked as Primary and how to designate a Primary Form to fix the issue.
-
Badges Guide
Guide to configuring and generating badges in Certain, describing the Badges V2 module.
-
Special Characters on Content Block and Display Rules
Best practices for naming Content Blocks and Display Rules to avoid server errors and issues with email templates.
-
Setting Up Reviewers -- Adding/Importing/Login
Instructions for creating and importing reviewers, and reviewer email templates.
-
Single or Multiple Session Review Tiers
Certain enables up to five review tiers, including a Default Tier, with per-tier due dates, privileges, and email templates for session reviews.
-
Special Characters in Display Rule or Custom Block Name
Guidance on avoiding special characters in Display Rule or Custom Block names to prevent errors in Email Templates.
-
Administrators - Account-Level Custom Profile Data
Overview of account-level profile data, custom questions, and default fields in Certain Platform.
-
Adding Questions to a Form
Guidance on adding custom questions to a form in the Certain platform.
-
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.
-
Adding an email address as a hyperlink
How to convert an email address in an email template into a clickable hyperlink.
-
Adding file attachments for email templates
Instructions to attach a file to email templates in Certain, including single attachments, zip files, and external links.
-
Digital Events - How to Share Webcast/Webinar Details using Email and Session Ca...
Guidance on sharing webcast join details via email templates and linking to the Session Catalog for Digital Events.
-
Appending Agenda Items to an Email Template
Guidance on using Display Rules to include Personal Agenda items in an Email Template.
-
Removing extra bullet points when using Content Block on email templates
Guidance to prevent extra bullet points in Outlook when using Content Block in email templates by inserting a hidden div.
-
Dynamic Emails Guide
Guide on using Content Blocks and Display Rules to create dynamic email templates based on registration values.
-
Scheduling Emails Guide
Guide to enabling, configuring, and tracking scheduled emails in Certain Platform.
-
Email Templates
Overview of email template creation, editing, scheduling, and attachments for event communications in the Certain platform.
-
Custom Questions
Overview of using custom questions to collect event-specific registration data in Certain.
-
Send Email for accepted registrations
Notes on when to select an email template for accepted registrations in Certain's workflow.
-
Session Reminders
Session Reminders lets you automatically send scheduled reminder emails for sessions with templates and analytics.