Email Templates and Tools

Form to submit a support request including email, priority, subject, event info, date, description, and attachments.

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

Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.

FAQ covering dashboard refresh, statuses, tracking, retention, and CAN-SPAM compliance for Email Analytics.

Guidance for diagnosing dynamic data field display issues in templated emails when recipients are marked as Test Registrants.

Instructions for enabling Web Integration Links and adding new links to customize attendee communications.

Guidance on creating fully customized email templates for events or forms in Certain, including styling tips and an example.

Guidance on ensuring email deliverability from Certain, including DMARC, SPF, DKIM, and best practices.

Instructions to enable and manage Event Waitlist when event capacity is reached, including configuration of statuses and emails.

If no Form in the Event is marked as Primary, a server error occurs when Display Rules reference the Primary Form in an Email Template.

Two methods to help Registrants access password-protected forms: Forgot Password email templates and Reg ID URL approach.

Instructions to copy Confirmation Emails to a specified email address via the cc field in the Confirmation settings.

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

Guidance on adding and formatting custom headers and footers for Certain reports, including PDF and Excel formats.

You can send Email messages to individual profile contacts using the Email page, including To, Reply To, CC, BCC, Subject, and Message fields, with an...

Instructions to add or edit a Tier in Certain's event management system, including fields, privileges, emails, and recommendations.

Describes the Events List Web Page in the Certain Help Center and how to customize the events list and its columns.

Instructions to add and format a custom header and footer for Consolidated Reports in the Certain Help Center, including supported output formats and ...

Guide to configuring and generating badges in Certain, describing Badges V2 features and workflow.

Best practice not to include special characters in the Name field of Content Blocks and Display Rules; including them can cause a server error or caus...

Instructions for creating, importing, and emailing reviewers for session reviews on the Certain platform.

Guide describing how to create up to five session review tiers, including default tier, visibility, privileges, email templates, and recommendations.

Guidance on avoiding special characters in Display Rule and Custom Block names to prevent errors in emails.

Upcoming changes to Add to Calendar with AddEvent integration in the Certain platform (7.1.7).

Instructions for sending confirmation emails to registrants who have made partial payments by creating a partial payment email template and a logic ru...

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

Release notes for Summer 2025 Release #4 (8.3.34) covering fixes across Agenda Sections, Country List, Email, Forms, Locations, Session Blocks, Speake...

Release notes for the 2025 Spring Release #3 (8.3.26) covering bug fixes across accounts, agenda items, emails, forms, itineraries, imports, and catal...

Step 6 explains how to create marketing elements for an event, including links, website integration, and email templates.

Overview of the nine email events described for SendGrid analytics and notifications via Event Webhooks.

Overview of Delivered, Bounce, Blocked, and Deferred events in email delivery and what they imply for deliverability.

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

Step-by-step guide to create, edit, and delete email templates in an event, including categories and saving changes.

Help center article explaining how to vary email content based on registrant answers using display rules and content blocks.

Instructions to convert an email address in an email into a clickable hyperlink by setting the contact email as a hyperlink in the email template.

Steps to attach files to email templates in Certain, including single attachments, Zip files, and external links.

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

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

Instructions to change the From address on the Event Registration Confirmation Email in Certain Platform.

Session Blocks provide flexible display of registered and waitlisted sessions in emails, controlled by templates and display rules.

Summer Release 8.3.8 introduces an Inline Addl Registrations feature to capture multiple attendees on a single form page with up to 200 additional reg...

General FAQ about sending emails in the Certain platform, including group and individual messaging, and saving email templates.

Guidance to add and customize headers and footers in supplier reports using the HTML Editor.

Instructions to customize the header and footer for a custom report in multiple formats, with dynamic data fields and HTML Editor guidance.

Instructions for emailing a group of event registrations using templates in Certain.

Email template sent to new digital event registrants, with editing and best-practice guidance.

Overview of the Scheduled Emails feature in Certain's Help Center, including listing, editing, and copying events with scheduled emails.

Guide to creating and managing reviewer email templates for session reviews in Certain.

Guidance for creating and managing speaker email templates in Certain Help Center.

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

Guide explaining how to use Content Blocks and Display Rules to create dynamic email templates based on registration values.

Instructions to add and format a custom header and footer for Profile reports using the HTML Editor.

Help article explaining optional email templates for accepted registrations and the risk of sending duplicate emails.

Release notes for the 2025 Winter Release #5 (8.3.23) in the Certain Help Center.

Automated, scheduled session reminder emails with Dynamic Data Fields, templates, scheduling, testing, and analytics.