Email & Templates

📄 Content Pages (61)

• Registration Confirmations
  Use this page to create a custom, personalized registration confirmation for the event. Configure Confirmation Text fields, Cancellation Policy/Refund...
• Scheduled Emails
  Scheduled Emails page content for Certain. It covers where Scheduled Emails appears, how to view active scheduled emails, and what happens when copyin...
• How to add a link to an image or banner using an HTML editor.
  How to add a link to an image or banner using an HTML editor. Steps: highlight the Image or Banner, click the Link icon, enter a URL on the URL field,...
• Custom Questions
  Guide to adding and managing custom questions for event registration in Certain.
• 'Send Email' for accepted registrations
  Learn when selecting an email template for accepted registrations is optional and when it is strongly recommended, including the Logic Rule scenario t...
• Registration - Automatic Event Waitlisting
  Automatic Event Waitlisting lets registrants automatically waitlist when an event becomes full and lets waitlisted registrants register automatically ...
• Content Blocks (At Account Level)
  Set up account-level Content Blocks (HTML) on the Certain Support Center page, including where blocks can display and how Content Block Details define...
• Printable Confirmations (Event-Level)
  Printable Confirmation Templates for event-level templates. Enter template Name and Description, configure Confirmation Text sections, and set barcode...
• Meeting Requests (Websites)
  Meeting Requests (Websites) help content. Access via EVENTS > Websites > Add/Edit website > Meeting Requests, and configure Meeting Requests List Labe...
• Custom Profile Data
  Custom Profile Data explains profile data, custom questions, and account-level defaults for profile fields, import mappings, and available countries a...
• General FAQ - Using the HTML Editor
  Certain HTML Editor FAQ describes how to use Source mode, Normal mode, Save, images (Browse Server to), CKeditor enablement, and HTTPS requirements fo...
• Using Forgot Password in Forms Guide
  How to use the built-in “Forgot Password” feature in Certain forms, including email template setup and Forms > Entry and Forms > Setup steps.
• Email FAQ - Sending Email
  Email FAQ - Sending Email. Two ways to send email from within the Certain Platform, including steps to email a single registrant or a group of registr...
• Custom Report Header and Footer (Account Settings)
  The Specify Custom Report Header and Footer page enables you to add a custom header and footer to your report, using the HTML Editor, for Printable HT...
• Email (Profile)
  Email (Profile) instructions for sending Email messages using To, Reply To, CC, BCC, Append, Subject, Message, Send as HTML?, Preview, and Send Email ...
• Events Calendar Web Page
  The Events Calendar is a page that displays a calendar of all active events within the web site's account. The HTML Editor content appears above the e...
• Events List Web Page
  The Events List shows the viewer a list of all active, future events in the website's account, and the Events List Table fields customise what the pag...
• Custom Report Header and Footer (Consolidated Reports)
  The Reports > Page tab enables adding a custom header and footer to a report, using the HTML Editor, and customizing header and footer content with Re...
• Copy Event (Wizard)
  Copy Event (Wizard) instructions, including Steps 1–7, event attributes, and notes about copying to sub-accounts and custom report inclusion rules.
• Printable Confirmations (Account-Level Templates)
  Account-level templates may be created and edited here. Configure printable confirmation headers, barcode options, introduction and closing, footer, a...
• Reviewer Email Templates
  Reviewer Email Templates are available when Speaker and Session Management and Conference Sessions are enabled. The page details template listing acti...
• Custom Question Information (Attendee Answers)
  This page displays the answers an attendee gave to the custom questions on the registration form. It explains viewing and editing attendee answers and...
• Color Theming
  Color Theming defaults define themable background colors and text colors with Hex values, explain how to use the Color Theme Tool, and map HTML editor...
• Error when no Form in the Event is marked as Primary
  When Display Rules are added in an Email Template, a server error occurs if no Form in the Event is marked as Primary.
• Troubleshooting Data Fields in Emails
  Troubleshooting Data Fields in Emails explains why dynamic data fields (DDFs) do not show correctly and how to check if the recipient was marked as a ...
• Fully customize an Email Template in Certain
  Tips for successful email communications in Certain for Event or specific Form email. Includes HTML template example using <style> tags and <body> to ...
• Administrators - Account-Level Custom Profile Data
  Administrators can manage Certain Platform profile data at the Account Level, including Custom Questions, re-ordering questions, default profile field...
• Adding file attachments for email templates
  Follow these steps to add file attachments for email templates in Certain. Learn how Certain supports a single attachment and how to upload a Zip file...
• Digital Events - How to Share Webcast/Webinar Details using Email and Session Ca...
  How to share webcast/webinar join URLs for Digital Events using email templates under Promote > Communication > Digital Events Templates and optionall...
• Appending Agenda Items to an Email Template
  Certain does not have a specific feature for appending Agenda Items directly to an Email Template. Display Rules can include the Personal Agenda secti...
• Reports FAQ - Collecting Multi-Event Data for Consolidation Reports
  Certain Reports FAQ explains multi-event data at the account level and how to use custom questions to collect multi-event data for Certain Consolidati...
• Digital Events Email Templates
  Email template for the email sent automatically every hour to all new registrants for a digital event. Includes edit and view steps, plus best practic...
• PAGE (Custom Report Header and Footer)
  Learn how to customize PAGE (Custom Report Header and Footer) for custom reports in Printable HTML, Acrobat® PDF, Printable Excel®, and Excel® Spreads...
• Custom Report Header and Footer (Profile Reports)
  The Specify Custom Report Header and Footer page enables adding custom headers and footers to Profile reports using the HTML Editor, with format notes...
• Specify Custom Report Header and Footer (Supplier Reports)
  Use this page to add a custom header and footer to your supplier report. Format the header and footer using the HTML Editor on this page, with notes f...
• Badges Guide
  Guide to configuring and generating badges in Certain, describing the Badges V2 module. Includes steps for enabling Badges V2, configuring barcodes, d...
• Special Characters on Content Block and Display Rules
  Certain Platform guidance: avoid special characters in the Name field of Content Blocks and Display Rules, because special characters can cause a serv...
• Single or Multiple Session Review Tiers
  Certain provides the ability to create up to 5 tiers for review. The article explains setup steps for tier reviews, privileges, email templates, and r...
• How to create, edit and delete an email template
  Instructions for creating an email template, editing an email template, and deleting an email template in Promote > Communication > Email Templates.
• Customizing Emails Based on Different Registrant Factors/Values
  Email can be sent from Certain showing different information based on a registrant's answer, using Display rules and Custom Blocks in Plan>Event Set-u...
• Adding an email address as a hyperlink
  To make an email contact address clickable, set the contact email address as a hyperlink in an email template by using the hyperlink icon and setting ...
• Special Characters in Display Rule or Custom Block Name
  Special characters (especially a comma - ",") in Display Rule or Custom Block names often cause an error when appended to an Email Template.
• Adding Questions to a Form
  Instructions for adding Custom Questions to a registration form using Registrant Details, a Question Section, or a logic rule with Display Questions o...
• Removing extra bullet points when using Content Block on email templates
  When using Content Blocks to display bullet points on an email template, additional blank bullet points can display when the email is viewed in Outloo...
• Dynamic Emails Guide
  This guide explains how to use Content Blocks and Display Rules to create email templates with content displayed dynamically based on registration val...
• Sending Confirmation Emails When Allowing Partial Payments on a Form
  Instructions for sending confirmation emails to registrants with partial payments in a Certain form by creating a Partial Payment Confirmation Email t...
• How to Create a New Event
  Instructions for creating an event in Certain, including creating from scratch, copying an existing Event, and using Templates, then entering required...
• LEARNING CENTER
  LEARNING CENTER content for proving event ROI and accelerating pipeline, with customer stories, guides, infographics, and video on demand from Certain...
• In-Person Events Easily Planned, Delivered & Repeated
  Certain's event management platform enables planning, delivering, and repeating in-person events with live support and Event Intelligence.
• Email a group of registrations
  Steps for selecting registrant(s), composing email using an email template, previewing, and sending an email with fields like To, Reply To, CC, BCC, A...
• Questions
  Certain "Questions" page creates custom questions for registration forms, Certain Check-In, and more. It includes steps for Select Question Type, Deta...
• Assets
  Manage assets such as images, scripts, style sheets and other miscellaneous files for use in your event under Event Assets. Copy file paths for event ...
• Email Templates
  Certain platform support article describing Email Templates for events, including Registration, Speakers, Reviewer, and Session Reminder templates and...
• Scheduling Emails Guide
  Scheduling Emails Guide for Certain Platform explains how to enable Scheduled Emails, configure Schedule Settings, define FILTERS, and review List of ...
• How can I receive an email when someone registers for my Event?
  Instructions for entering an email address in the cc: field to receive copies of all Confirmation Emails sent to Registered Attendees when people regi...
• What to do when registrants do not receive emails - SPF/DKIM/DMARC Failure
  Steps for troubleshooting registrants not receiving Certain emails, including History Record checks and SPF/DKIM/DMARC failure handling for FROM addre...
• Email (Attendee)
  Email (Attendee) instructions for sending an email to a selected registrant, including Select Email Template, Email Message fields, Previewing the Ema...
• Email Analytics Frequently Asked Questions
  Email Analytics Frequently Asked Questions covering dashboard refresh, time zone, email status meanings, open tracking via SendGrid, click-through tra...
• Sample App Announcement Text
  Email template text to announce a mobile app. Includes Subject line, app download instructions, and note about “Request a Password” for attendee-creat...
• The Nine Events of Email
  SendGrid email events breakdown: Processed, Dropped, Deferred, Bounce, Delivered, Open, Click, Spam Report, and Unsubscribe, with tracking notes and r...
• Email Analytics: Email Statuses and What They Mean
  Email Analytics article explaining email status events for SendGrid (Certain's 3rd Party Email Provider): Delivered, Bounce, Blocked, and Deferred.