Email & Templates

Instructions for adding Info items, attaching images, applying theming colors, and bulk uploading via spreadsheet in Touchpoint.

Custom Email Templates can be created to send fully customized emails for an Event or for a specific Form. Tips for successful email communications in...

Explains an error when no Event Form is marked as Primary and how to designate a Primary Form to fix the issue.

Overview of two methods to access password-protected forms: Forgot Password email flow and Reg ID URL method.

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

Overview of how registrations and profiles are created and managed for events in Certain's platform.

There are two ways to send email from within the Certain Platform: to a single registrant or to a group of registrants.

Overview of three methods to create events in Certain: from scratch, copy an existing event, or use a template.

Instructions for assigning custom questions to event agenda items, including steps and caveats.

FAQ explaining multi-event data, how consolidation reports use it, and how to manage custom questions for collecting data across multiple events.

Instructions to specify a custom header and footer for reports, including supported formats and data-field insertion.

Guidance on sending Email messages from a profile, including fields and options for the Email page in the Certain Help Center.

Instructions for the Events Calendar Web Page: how it displays active events and how to filter by Live status or by a report.

Instructions to add a custom header and footer to reports in Certain's Consolidated Reports, including HTML Editor usage and PDF/Excel format notes.

Guide to configuring and generating badges in Certain, describing the Badges V2 module.

Best practices advise avoiding special characters in the Name field of Content Blocks and Display Rules to prevent server errors and Display Rules iss...

Certain enables up to 5 review tiers with a Default Tier; reviewers are assigned to tiers and sessions move to tiers for evaluation. Due dates and app...

This article explains why Display Rule and Custom Block names should avoid special characters, particularly commas, to prevent errors when emails are ...

Guide to profile data, custom questions, and default profile settings for account-level profile data in the Certain Platform.

Instructions for sending confirmation emails to registrants with partial payments, including creating a Partial Payment Confirmation Email template an...

Step 6 in Build and Manage an Event describes creating marketing elements to promote event registration.

Step-by-step guide to add a hyperlink to an image or banner in an HTML editor on the Certain platform.

Instructions to create, edit, and delete an email template within an event's Email Templates section.

Instructions for customizing emails in Certain based on registrant responses using display rules and content blocks.

Instructions to convert an email address into a clickable hyperlink within an email template on the Certain Help Center.

Steps to attach a file to email templates in Certain, including single-file attachment limit, ZIP uploads, and external links.

Guidance on creating a scheduled Email for Digital Events that includes the webcast join URL and optional Session Catalog links.

Guidance on using Display Rules to include Personal Agenda items in an Email Template for events in Certain.

Overview of Session Blocks and step-by-step instructions to create and attach them to email templates in the Certain platform.

Guide to adding and managing custom questions for event registration in Certain.

Describes configuring the Section Header for form sections, including Text Above Header, Header Text, and Text Below Header, with defaults and field v...

This article explains how to use Certain's HTML Editor to format text, insert HTML, manage images, and save changes, with notes on CKEditor and HTTPS.

General FAQ describing how the system sends emails and how to send messages to groups or individuals.

Event List is the first page after login to Certain Platform. It lists accessible events, supports templates exclusion, List or Calendar views, and ac...

Event Templates provide a quick, reusable starting point for creating new events with consistent look, forms, and logic.

Step-by-step guide to copying an existing event using the Copy Event Wizard in Certain's Help Center.

Use this page to create a custom, personalized registration confirmation for the event. Includes dynamic data fields, barcodes, and section headers co...

Instructions for adding and editing a Questions Section in a registration form, including headers, questions, and display conditions.

Documentation on configuring and using the Questions sections in the Registration Form for events in the Certain platform.

Guide on using the built-in Forgot Password feature in Certain forms, including email template setup and form configuration.

Legacy feature to assign custom questions to agenda items for event registrations; includes cautions and best practices.

Details how to configure the appearance of event forms, websites and emails using Primary Display, including colors, fonts, headers and footers.

The Questions page explains how to create and configure custom questions for registration forms and related areas in Certain.

Guide to adding a custom header and footer to supplier reports with HTML Editor usage and data field insertion.

Details about managing registration contacts for events, including adding, editing, deleting, and assigning contacts, and how Contacts are used in for...

Instructions to customize headers and footers for a custom report across formats, including dynamic data fields and the HTML Editor.

The Setup Dashboard is the planner’s home page for configuring event details, attendee types, questions, schedules, reports, forms, emails, and additi...

Instructions to send an email to a group of registrations using an email template, including recipient selection, template choice, message fields, att...

Help article detailing how to create and edit event-level printable confirmation templates, including header, introduction and closing, footer, sectio...

Email template for the hourly email sent to new digital event registrants.

Overview of how to view and manage scheduled emails within an event in the Certain Help Center.

Help article describing how to create and manage reviewer email templates for session reviewers in Certain.

Help article describing how to create and manage speaker email templates, including From, Reply To, Subject, Message, attachments, and dynamic fields.

Guidance on preventing extra blank bullet points when using Content Block in email templates in Outlook; includes a fix using a hidden div.

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

In Certain Platform, you can schedule emails to be sent to a filtered set of registrants at a later date. This article explains how to enable, set up,...

Documentation on creating and managing reusable Email Templates in the Certain platform, including types, management, scheduling, attachments, and dyn...

Instructions for sending email to a registrant from an event using the Email (Attendee) feature in Certain.

Help Center article detailing how to add and format custom headers and footers for profile reports, including supported formats and data-field usage.

Guide to configuring account-level content blocks for emails, forms, websites, and event displays in Certain.

Details about Custom Event Data in the Certain platform, including access, usage, and management of custom questions and account-level display fields.

Details on profile data, custom questions, and default fields for registrations in Certain's platform.

Guide explaining how to configure the Send Email action for accepted registrations and when to use an email template.

Session Reminders enable automated, scheduled emails relative to session start, including templates with Dynamic Data Fields, testing, and analytics.

Guidance on creating a new event in Certain: three methods exist—Create from scratch, Copy an existing event, or Use a Template. Includes entering eve...

Deliver engaging and memorable virtual experiences at scale with Certain's event management platform, enabling personalized experiences, branding, and...

Certain's event management platform enables planning, delivering, and repeating in-person events with live support and Event Intelligence.

Overview of Certain's hybrid events platform for unifying virtual and in-person audiences with engagement tools, templates, branding, and insights.

All-in-one event management software for event planners including templates, attendee personas, and native integrations.

Infographic about event ROI metrics, highlighting that 80% of marketers cite lead generation as the #1 goal of event marketing, while 48% report havin...

Infographic outlining ten key features for evaluating event management software, focusing on data quality and real-time insights.

Infographic and resources for event marketers on using generative AI prompts to drive registrations, personalize engagement, and deliver ROI.

Infographic: Setting Up Your Sales Meetings for Success. Booking face-to-face sales meetings during events is crucial for driving pipeline, so set you...

Tracking key post-event metrics around demand and pipeline creation is important to showcase how events deliver on business goals.

Download this infographic to learn about how combining data from marketing automation and events is a powerful way to deliver ROI.

Infographic describing how to transform raw event data into quality, actionable insights through a structured data lifecycle.

Learn how to tailor attendee engagement to their registration type by ensuring ways for guests to connect and interact, no matter where they join from...

Infographic describing how marketing events are changing, from a narrow focus to being strategic across the customer journey.

Infographic describing how events drive revenue by tailoring attendee experiences and guiding prospects through the buying process.

Infographic detailing best practices to ensure that your event data strategy supports engagement and delivers measurable outcomes.

Infographic describing how digital events help deliver business objectives and how to implement them.

Infographic explaining how Certain Signal filters event data to enable real-time, meaningful action by sales and marketing teams.

Infographic explaining four steps to understand your audience by capturing engagement data, identifying which data matters, and using technology to in...

Thank you for visiting Certain at IMEX America 2024. Explore resources on Event Intelligence, Event Management, and Event Engagement.

Thank you for visiting our IMEX America 2023 booth. We offer resources on Event Intelligence, Event Management, and Touchpoint to help you drive atten...

Overview of the nine email events tracked by Certain via SendGrid Event Webhooks and how they can be used for analytics and dashboards.

Explains the meanings of Delivered, Bounce, Blocked, and Deferral events in email delivery, and how these statuses affect inbox placement.

Instructions to stop automatic emails when updating attendee custom status via advanced logic rules.

Instructions to configure email alerts for attendee types, agenda items, event capacity, room blocks, and sessions based on capacity thresholds.

Instructions for attaching a file to an email in the Certain platform, including path format and conflict handling.