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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 ...
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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...
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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...
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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...
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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...
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How to create, edit and delete an email template
In an event, learn how to create, edit, and delete an email template in Promote > Communication > Email Templates, including the five template categor...
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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...
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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 ...
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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...
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Scheduling Emails Guide
Guide for scheduling emails in Certain Platform using Promote > Communication > Email Templates, including Enabling Scheduled Emails, Schedule Setting...
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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...
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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.
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Registration Confirmations
Use this page to create a custom, personalized registration confirmation for the event. Configure Confirmation Text fields, Cancellation Policy/Refund...
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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...
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Registration - Automatic Event Waitlisting
Automatic Event Waitlisting lets registrants automatically waitlist when an event becomes full and lets waitlisted registrants register automatically ...
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Content Blocks (At Account Level)
Setup instructions for Content Blocks at account-level. The page explains introduction, where to use content blocks, conditional display via Display R...
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Printable Confirmations (Event-Level)
Instructions for Printable Confirmation Templates (Event-Level), including Printable Confirmation Template Details, Confirmation Text (Header, Barcode...
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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...
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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...
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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...
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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...
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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...
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Custom Profile Data
Learn how Certain profile data is stored at the account level and how administrators use custom questions plus default profile fields, default import ...
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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...
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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 ...
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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...
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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...
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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...
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Custom Questions
Guide to adding and managing custom questions for event registration in Certain.
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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.
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Reviewer Email Templates
Reviewer Email Templates are available when Speaker and Session Management and Conference Sessions are enabled. The page details template listing acti...
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Speaker Email Templates
Speaker Email Templates are available only when Speaker and Session Management is enabled for the event. The page explains template list actions and f...
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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.
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Email a group of registrations
Steps to email a group of registrations by selecting registrants, choosing an email template, composing the email message, previewing it, and sending ...
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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...
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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...
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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...
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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...
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Badges Guide
Guide to configuring and generating badges in Certain, describing the Badges V2 module. Includes steps for enabling Badges V2, configuring barcodes, d...
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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...
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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...
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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...
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The Top 10 Best Event Management Software Features
The Top 10 Best Event Management Software Features infographic distills event program quality and actionable outcomes into a single visual checklist.
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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.
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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 ...
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Adding Questions to a Form
This page explains how to add Custom Profile questions and Custom Registration Questions to an event registration form using Registrant Details, Quest...
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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 ...
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Email Templates
Certain platform support article describing Email Templates for events, including Registration, Speakers, Reviewer, and Session Reminder templates and...
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Questions
Certain "Questions" page creates custom questions for registration forms, Certain Check-In, and more. It includes steps for Select Question Type, Deta...
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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...
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Power Template - Understanding the Style Options
IX. Understanding the Style Options lists Button-Style Options, Agenda-Style Options, Speaker-Style Options, Sponsors-Style Options, Form-Style Option...
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Power Template - How to Use the Power Template (Content Blocks)
How to find (Event) Content Blocks in Plan > Content Display > Content Blocks and use the Power Template (Content Blocks) to edit pre-created content ...
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Labels for Registration Assistance Link
Customize the message labels shown to an attendee who clicks the registration assistance link. Include HTML tags in the text, and use the default valu...
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'Send Email' for accepted registrations
Selecting an email template for accepted registrations is optional when a Logic Rule already emails registrants after Update Reg Status. Otherwise, se...
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Email Analytics Frequently Asked Questions
Email Analytics Frequently Asked Questions covering Email Analytics dashboard refresh time, time zone, open and click-through tracking, email retentio...
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How to change the Font Size or Remove the Underline for Hyperlinks on Forms and ...
Using CSS, this support article explains how to change hyperlink font size and remove underline for hyperlinks on Forms and Websites by editing the Cu...
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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...
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How to Disable Automatic Emails when changing attendee custom status
Learn how to disable automatic emails when changing attendee custom status by editing Plan > Event Setup > Custom Status and unchecking Send Email to ...
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PDF Document
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Email (Attendee)
Email (Attendee) instructions for sending an email to a selected registrant, including Select Email Template, Email Message fields, Previewing the Ema...
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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...
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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.
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General FAQ - About Spam Filtering
General FAQ about spam filtering and email quarantine behavior. Explains how Certain sets the From address by default and what DNS entries are needed ...
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Session Reminders
Session reminder emails can be automatically sent on a scheduled basis relative to session start time. The page explains template setup, scheduling, t...