Event Lifecycle Management

Overview of viewing and editing attendee responses to custom registration questions in the Certain Help Center.

Warning about using Sel? and Web? options for Agenda Item Questions and how Answer Value affects agenda items in registrations.

Documentation on using the Send Email option for accepted registrations in Certain's event workflow.

Guide to Packages in the Certain Event platform, including creation, configuration, and reporting.

Overview of standard and custom registration statuses for events in the Certain platform.

Instructions for configuring Single Sign-On in Certain's event platform for administrator users.

Explanation of the Agenda (Attendee) page, including navigation, personal agenda, agenda item information, and guest list details.

Instructions to import registration agenda items into existing registrations using the Registrations > Import page.

Documentation for the Event Dashboard, including Setup and Registration Dashboards, navigation, and available actions.

Overview of the Role Details feature for managing roles and permissions in Certain.

Overview of AI’s potential in the event industry, including trends, data roles, and privacy implications.

Download this whitepaper to understand how to measure, gain insight, and communicate ROI across a holistic event program with an overarching event int...

Part 1 of the Enterprise Events series explains how events serve as strategic tools to drive growth, foster innovation, and enhance brand value.

In Part 3 of our Enterprise Events series, we take an in-depth look at enterprise events from a C-Suite perspective and answer questions such as: Are ...

Guide on accelerating revenue by leveraging intelligent events to engage customers throughout the buying journey.

Video on demand detailing how Grand Connections scaled events with Certain's platform.

An eBook, Part 2 of the Enterprise Events series, explaining how events serve as a strategic lever in B2B marketing and how to plan, measure, and adap...

Data drives successful B2B event marketing. The Playbook covers tracking event marketing metrics to uncover hidden demand and pipeline.

Event data plays a crucial role in driving business outcomes by empowering marketing professionals to make informed decisions. To make event data trul...

An eBook explaining how AI and event intelligence turn attendees into advocates and help measure event impact.

Samantha Smith Productions transforms clients' vision and information into meaningful content that creates memorable experiences and engages the audie...

Partner page describing metroConnections as a single source for creating and managing the entire event experience.

A-Plus Meetings & Incentives is a large, certified woman-owned meeting company serving Fortune 500 corporations with high-touch meetings and strategic...

An ecosystem of valued partners with proven solutions to help you add value to your events programs.

Overview of Certain's Partner Program and partner ecosystem for technology and services partners.

Sales contact form and department contact details for Certain.

Guidance on scheduling sessions and publishing them using the session scheduler and mass actions.

Guidance on configuring the Registration Contact for events in the Certain platform, including creation, editing, and where contact information appear...

Overview of Attendee Types, their uses, and how to create new Attendee Types.

Documentation for updating basic Event information in the Event Setup Details page, including Event Details fields, Location, Contacts, and data secti...

Instructions for configuring online and offline payment options for an event, including selecting a processing account, processing options, and transa...

Step-by-step guidance to close event registration using Forms or Event Status in the Certain Help Center.

Defines Websites used to convey information and lists default pages for a new website.

Overview of registrations and profiles, including creation, modification, and relationship of registrations to profiles.

Instructions on adding registrations and creating online registration forms for events, with a list of available form sections and their purposes.

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

Documentation on creating, editing, and managing agenda items in events, including item details, dates, inventory, fees, and labels.

Legacy feature article describing how to assign custom questions to agenda items and related cautions.

General FAQ covering event setup, including event details, attendee types, questions, agenda items, payments, accommodation, and online display.

Guide to set up and manage Speaker Catalogs in Certain Platform.

Guide to set up and edit a Session Catalog using the Session Catalog Designer in events with Speaker and Session Management.

Guidance for enabling and configuring the Reviewer Portal in events using the Certain Help Center.

Instructions to import promo codes from a CSV file into an event using the Promo Code Import Wizard.

Guide to using the Auto-Match Roommates feature, including summary, auto-match, and roommate matching preferences.

Page describing roommate pairs pending approval for event accommodations.

Instructions for managing account-wide Room Types used in Accommodation Blocks.

Instructions to import attendees' accommodation reservations into an event from Excel or CSV files.

Help article describing how to set up and manage hotels for an event, including adding hotels, editing details, and aligning with registration forms.

Post-event tasks to clean up the database and reconcile registrations.

Instructions to go live for an event, including changing status, adjusting form dates, and testing registrations.

Step 7 provides a readiness checklist for online registrations.

Step 4 covers adding options to an event registration form, including agenda items, accommodations, payments, and logic settings.

Guidance for creating marketing elements to promote event registration, including links, websites, and email templates.

Guidance for entering basic event details in Step 2, including title, unique code, location, contacts, options, and statuses.

Step 1 of the Build and Manage an Event guide focusing on planning the event building project in the Certain platform.

Instructions for locating and copying an event in Certain's Help Center.

Steps to delete an event or program from an account or organization, including locating the event, adjusting pagination, and deletion with a note abou...

Instructions to add an event owner in the Certain platform, including navigation steps and the administrator contact.

Step-by-step instructions to disable automatic emails when updating a registration's custom status in the Certain platform.

Release notes for Certain 7.1.2 covering enhancements and bug fixes across payment processors, digital events, form sessions, API, email, event lists,...

Help article describing the Unmatched Roommates workflow in planning accommodation.

Overview of the Matched Roommates page listing matched roommate pairs and related columns and features.

Background and steps for assigning roles to events in Certain's Help Center.

Steps to import and update accommodation details for registrations, with templates and resources.

Explanation of the Primary Form designation, editing, and related behavior in Certain's form setup.

Overview of the Travel Module, its data collection capabilities, and activation steps for Travel Requests, Travel Reservations, and Travel Packages.

Room Sharing and Roommate Matching (RSRM) enables tracking of two attendees sharing the same hotel room during the event, with configuration options u...

Overview of the Event List page shown after login, including filters, columns, and actions.

Instructions for reviewers using the Event List in Certain, including access, sorting, and event column details.

Help article describing how Reports-Only users access and use the Event List, roles, users, reports, and filtering within Certain.

Overview of the Event List in the Certain Platform Help Center, including how to add, export, filter, and view events.

Learn how to manage group custom fields to store extra information for each event group, including how to add, edit, and delete fields (up to ten per ...

Create custom, personalized registration confirmations for events using dynamic fields, links, barcodes, and section headers.

Details for configuring header sections within the Questions feature of event setup in Certain's platform.

Guidance for configuring attendee registration forms in the Certain platform, including sections, setup information, page layouts, and advanced settin...

Help Center article describing how to create and manage registrations for an event, including attendee type, status, and registration information.

Guidance for configuring travel information within the Travel Module for an event, including Travel Questions, Travel Reservations, and Default Travel...

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

Instructions for managing merchandise items in events, including item lists, custom merchandise types, and group/classification management.

Guidance on managing fees, discounts, taxes, and custom fee types for agenda items in the Certain event platform.

Guide for adding and editing conference sessions in Speaker and Session Management, including session details, scheduling, webinars, and additional de...

A report listing all qualified sessions and their speakers, including session name, code, status, and speaker names. Export to Excel is available when...

A detailed list of all event sessions with fields and an Excel export option; available when the Speaker and Session Management module is enabled.

Help Center article detailing how to view, filter, and manage sessions and session instances in Speaker and Session Management, including types, level...

A form to request a Touchpoint Ignite Demo for driving revenue from events.

An interactive tour showcasing the Certain solution and its key benefits.

Certain Signal orchestrates event data flows to turn interactions into real-time buyer signals, fueling marketing and sales.

A guided tour of the Certain Event Platform highlighting its core capabilities and benefits.

A tour showcasing the key benefits of Event Advisor with a full-screen frame and a Contact Us CTA.

Video On Demand resource showing how to turn engagement signals into pipeline using Certain's event management solutions.

Case study on how Touchpoint boosted attendee engagement and booth activity for a leading medical devices company.

The Ultimate AI Tech Stack for Event ROI page with resources and CTAs for events management

Guide explaining the value of a mobile event app and a cheat sheet of reasons for building a business case.

From conceptualizing and strategizing your event to managing budgets, engaging attendees, and measuring impact, the Ultimate Guide to Event Success wi...

Infographic outlining ten key features to consider in event management software.

Tips and best practices for developing and executing your mobile strategy before, during, and after the event.

Infographic about using AI prompts to drive registrations, personalize engagement, and deliver event ROI.

Downloadable guide exploring real-time marketing automation, post-digital landscape, and Certain's event management solutions.

Overview of Certain's event personalization at scale and related solutions, including Enterprise Event Management Software, Touchpoint, and Event Inte...

Video On Demand content showcasing Certain's event management technology solutions.

Infographic explaining how to measure event impact across the buyer journey and connect events to business outcomes.

A guide describing how a hybrid event strategy blends in-person and digital event experiences.

Research shows the C-Suite is increasingly involved in day-to-day decision-making, and events strategy buy-in is more important than ever. This guide ...

An ABM-focused guide explaining how account-based marketing integrates with events and outlining Certain's event management solutions.

Webinar transcript exploring how to activate intent data from events using Certain's platform.

An eBook highlighting the roles of AI and EI in buyer engagement and providing strategies for leveraging cutting-edge technologies to connect with eve...

Guide detailing engagement-focused event marketing best practices to maximize ROI.

A guide on account-based marketing (ABM) strategy focusing on aligning sales and marketing and optimizing events for ABM.

Guide on driving, capturing and acting on attendee engagement data for virtual, hybrid, and in-person events.

A playbook of tips and best practices to drive, capture, and act on attendee engagement data and connect events to measurable business results.

A marketer’s cheat sheet to using event data for better lead scoring and nurturing.

Video on demand showcasing Certain's Event Advisor and related event management solutions.

Guide on integrating digital and in-person event strategies to improve business outcomes.

A guide explaining how Artificial Intelligence (AI) is transforming the event industry and outlining AI trends for 2024 and beyond.

Video on demand page highlighting three proven strategies to convert event leads into revenue, with Certain's event management solutions.

An eBook exploring how Artificial Intelligence is transforming event management and the AI trends shaping the industry in 2025 and beyond.

A learning hub offering guides, infographics, videos, webinars, and whitepapers on event marketing and management.

Infographics resources section with multiple infographic articles on event marketing and management.

A hub of guides, infographics, videos, webinars, and whitepapers on event marketing and management.

A collection of event marketing and management resources, featuring video on demand content.

Form to request a demo for Certain products, capturing user name, company, email, and event goals.

Unified reporting and intelligence for events across the Certain platform, enabling end-to-end insights, ROI tracking, and program optimization.

Grand Connection scaled events using Certain’s Smart Event Technology to streamline workflows, engage attendees, and maximize ROI.

Certain's enterprise-grade event management platform orchestrates attendee journeys, AI-powered personalization, and data-driven insights to drive ROI...

Pricing plans for Touchpoint Ignite, Certain Pro, and Certain Enterprise, with included peace-of-mind features.

Certain announces Stripe integration as a core payment provider to expand global payments and real-time revenue insights.

Partner page for Zoom in the Certain partner network, describing collaboration capabilities and event-focused messaging.

Partner page describing Registr8, a boutique registration management company offering consultation, online registration, housing management, onsite se...

Hartmann Studios partner page on Certain describes the studio's world-class events and experiential marketing solutions.

EventOPS is an Event Resource Management system designed for scaled event teams, built to streamline requesting, budgeting for, and operating events.

Form to request a demo of Certain Event Advisor with fields for First Name, Last Name, Company, and Work Email.

Form to request a demo of Certain Buying Signals

Recap of a webinar on activating event intent data to convert engagement into revenue using AI-powered signals.

Explores turning event signals into revenue with signal-aware strategies and AI-powered insights.

Explains how to evaluate event impact across the full buyer journey and includes downloadable resources from Certain.

An AI-powered overview of event management with Buying Signals, personalized experiences, forecasting, and security.

A three-pillar framework to capture, deliver, and orchestrate event data for real-time revenue intelligence.

Analysis of events as a core growth channel for B2B go-to-market in 2026, focusing on signal capture and rapid follow-up.

Seven principles for turning Dreamforce into a revenue engine for events.

AI-powered post-event follow-ups automate personalized outreach using real-time attendee behavior to identify high-intent leads and drive post-event e...

Overview of criteria for selecting AI-powered event technology, including transparency, prediction, ROI, conversion, real-time optimization, and ethic...

An article detailing three methods to convert post-event engagement into sales-ready conversations using engagement signals, Agentic AI, and AI-powere...

A blog post detailing 20 formats to boost engagement and attendee interaction at events.

Blog posts detailing event management, intelligence, and AI-powered event technology.

AI-powered event management software for sales teams to identify high-potential prospects, personalize follow-up, and drive better event outcomes.

Guide to creating and applying Event Templates in Touchpoint to reuse colors, layouts, and settings across events.

Overview of Touchpoint's interactive badge game feature, including setup, rules, and promotion.

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

Guide to applying percentage discounts to event registrations via promo codes or logic-based rules.

Overview of Content Display concepts for event forms, websites, and emails, including Display Fields, Content Blocks, and Display Rules.

Instructions for emailing registrants when cancelling or postponing an event and updating event statuses in Certain.

Two methods to add existing profiles to a new event as registrations: Importing Registrations and Inviting Existing Profiles.

Information about navigating main event components within your account, including the Event List and event-specific tabs: Plan, Promote, Manage, Engag...

Documentation on creating and managing custom registration statuses for attendees.

Instructions to add and manage suppliers for an event in the SMM module of Certain.

Guide describing how On Hold status affects scheduled emails when copying events and how to revert statuses to Queued or remove On Hold emails.

Instructions for creating and managing Profiles within the Certain platform, including manually creating Profiles, importing Registrations, inviting o...

Guidance for troubleshooting when changing an event's E-Commerce account in Certain, including currency locking and restoring deleted accounts.

Instructions to enable and configure the event waitlist, including capacity setup, waitlist status, email notifications, and queue management.

Step-by-step guide to auto-assign a Speaker Attendee Type using form logic in the Certain platform.

Instructions to copy Confirmation Emails to CC addresses for event registrations in Certain.

Details on how Certain displays date-time stamps in PST and how event and form times are determined.

Key Metrics is a dashboard that provides a high-level view of event performance, including registrations vs goals, ROI, and audience details.

Guide to linking an existing Speaker Profile to an Event Registrant, using a form or direct registration.

Instructions for deleting test registrations and restoring them, including single and mass actions.

Instructions for displaying Agenda Item descriptions and labels on a form using a table, including steps to edit Agenda Items and insert a table.

Instructions for issuing and processing partial refunds in the Certain platform

Instructions to delete or delink webinars from events or sessions in the Certain platform.

Guidelines to customize email content for different registrant answers using content blocks and display rules in Certain's event setup.

Instructions for adding speakers to an event via manual entry, import, or existing profiles in the Certain platform.

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

Warning against using Sel? and Web? options for Agenda Item Questions and how these options can remove agenda items from registrations.

A guide exploring how AI transforms event management in 2025, detailing agentic AI, event intelligence, practical applications, and nine trend traject...

A playbook outlining how event engagement data connects events to measurable business results through planning, pre-event, during-event, and post-even...

A marketing eBook examining the ROI of enterprise in-person events post-Covid, with data-driven guidance on event management and intelligence.

A marketing brochure describing how Event Automation helps marketers manage events, capture attendee insights, engage attendees, and optimize event ma...

A structured guide outlining data-driven strategies for event planning, budgeting, data orchestration, and technology selection.

A practical guide to mobile-driven B2B event marketing, covering pre-, during-, and post-event strategies and tactics.

Best practices for leveraging event data to personalize engagement and drive measurable outcomes for marketers and sales teams.

A concise guide explaining the value of mobile event apps for attendee insights and ROI, including a Top Ten list of benefits.

Marketing executives can use Certain to drive ROI from events through attendee data, personalization, and insights.

Unifies virtual and in-person audiences with a consistent, engaging hybrid event experience using engagement tools, data unification, and scalable tem...

Marketing page describing Certain's event management software for event planners, including All-in-One Platform, templated events, engaging experience...

Training and webinars to accelerate event success on the Certain platform.

Certain’s consulting team provides event management consulting, implementation, and insights to optimize event performance.

A page that presents the Certain Event Intelligence product tour.

When you're investing a significant portion of your marketing budget in events and your CEO asks, 'What are the results?', do you have the resources a...

Video on demand content describing how to measure the business impact of events using attendee management and analytics.

Overview of how Certain's end-to-end event experience solution can transform cold leads into warm customers.

Infographic with tips for setting up successful sales meetings at events.

Video on demand session with Kent Martin about key considerations for planning and delivering hybrid events.

Learn more about how to promote attendee engagement with a mobile event app using features like discussion threads, Q&A and leaderboards.

On-demand webinar about unlocking buyer intent through event data and advanced engagement tools.

Power Templates equip event and marketing professionals to easily create events that are versatile and efficient, reducing time and costs.

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

Infographic about combining data from marketing automation and events to deliver ROI. Includes resources and solutions for event marketers.

Infographic describing how marketing events are changing and the expanded role of event marketers.

Events give companies a chance to tailor experiences to attendees. These experiences can take prospects and leads through their buying process faster,...

Overview of Certain's Event Management technology solutions, including Manage Events, Engage Attendees, and Event Intelligence, plus related resources...

Get intelligent insights from your events via centralized data, signals, and recommendations to improve attendance, engagement and revenue across all ...

Overview of Certain's event engagement solutions, including touchpoints and event intelligence, with resources for marketers.

Guidance on collecting and using attendee data to personalize engagement and achieve measurable outcomes.

Infographic detailing event automation and Certain's event management technology solutions for marketers and event professionals.

Webinar on uncovering attendee insights and applying AI to event management.

Find out how Certain Touchpoint can foster great engagement, serve the right content at the right time, and help you gain insight into attendee engage...

Infographic about filtering noise in event data to enable real-time action by sales and marketing teams.

Infographic explaining how to understand audience data from events and how to act using technology.

Video on demand content about AI-powered session recommendations for events.

Announcement that Gather Digital rebrands as Certain Touchpoint and continues to offer a mobile event app.

Certain partners with InEvent to unify virtual and in-person event capabilities into a single event technology ecosystem.

Certain announces Touchpoint Stream, a central platform for interactive virtual and hybrid events with live streaming, attendee engagement, and data i...

Certain announces API Fetch, a data integration solution that automates event data synchronization across external systems into Certain's platform.

Certain announces a strategic partnership with Capture Technologies to merge onsite event technology with AI-powered event management and intelligence...

Certain launches Session Advisor AI, an AI-powered personalization solution delivering tailored session recommendations at scale for event management.

Partner profile of ON24, a marketing technology leader for live and on-demand digital experiences.

Meetingselect is the global meeting management platform and online venue sourcing platform with an independent database of more than 100,000 conferenc...

InEvent partner page describing the InEvent event management platform and its reach, including trust by Coca-Cola and Amazon, serving virtual and hybr...

Grip is the leading AI-powered event, networking and matchmaking platform that helps event organizers, exhibitors, sponsors and visitors be more succe...

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

Thanks to visitors at IMEX America 2023. This page highlights resources on Event Intelligence, Event Management, and Event Engagement.

FAQ explaining what event management software is and its capabilities.

Event Intelligence is the insight gained by analyzing events, participants, attendance, engagement, and conversion rates, and can apply to single or m...

Definition of audience, participant, or event engagement at events and how technology enables it across in-person, online, hybrid, and on-demand forma...

FAQ describing who uses event automation software and related solutions from Certain.

FAQ describing what mobile event apps are and their key features.

Learn how to scale, engage and drive revenue from events with AI in this engaging webinar.

In this on-demand webinar, learn how to master the art of transforming audience intent into meaningful customer actions.

An on-demand webinar about Event Intelligence that helps connect the dots to optimize performance and revenue.

Watch an on-demand webinar to unlock a deeper understanding of event attendees, gain actionable insights, and learn how to deliver revenue and results...

On-demand Touchpoint Demo page showing how to engage attendees for in-person, virtual, or hybrid events using Certain's Touchpoint App.

A webinar showcasing AI-powered session matching to help attendees decide among sessions and connections at events.

An on-demand webinar about harnessing event data to unlock buyer intent and identify buying signals.

Rockwell Automation enhanced event efficiency and lead quality by centralizing data with Certain's platform, enabling faster follow-up and global cons...

Case study of National Instruments using Certain's event platform to accelerate lead follow-up and reduce support time.

Contact page for Certain featuring a form to collect personal and event information and contact details for support and billing.

Explores how data and personalization shape event marketing in 2019 with insights from industry leaders.

Guide to hosting product sessions at events to gather buying signals and drive product strategy.

Overview of using AI to personalize event marketing and convert attendees into customers.

A guided approach to capturing and leveraging event data to engage attendees and maximize ROI using AI-powered insights.

Discussion of data-driven strategies for scalable event personalization using AI, with four pillars: Centralize, Standardize, Visualize, Contextualize...

Blog post explaining why the right team matters as much as the right technology in event management.

Overview of Session Advisor, an AI-powered event personalization tool from Certain, and its benefits for attendees, organizers, and sponsors.

Explains how signal-based solutions enable real-time insights, personalized engagement, and AI-driven lead nurturing to improve event ROI.

A data-driven guide to mastering B2B event strategy using data orchestration, event intelligence, and AI-powered tools.

Blog recap of a webinar on event data and AI, including Touchpoint Ignite and data-driven strategies for ROI.

Overview of how marketing events can generate revenue and how Certain's platform enables monetization through event data and AI.

Guide on turning attendees into advocates using AI-powered event insights to optimize buyer engagement.

Explores treating live events as adaptive, intelligent ecosystems with signals, analytics, and AI to drive revenue and engagement.

Explores how deep audience insights drive engagement and revenue, introducing Touchpoint Ignite AI-powered insights.

Certain helps run engaging events, personalize attendee experiences, and turn engagement into buying signals to accelerate buyer journeys and deliver ...

A collection of articles about event planning, buying signals, and event intelligence.