Event Management

AI-powered event intelligence drives buyer acceleration by analyzing engagement data and delivering personalized experiences across in-person and virt...

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

A guide on using AI-powered insights to personalize event marketing, reveal buying signals, improve lead scoring, and turn event attendees into custom...

Video on demand resource presenting the Certain Event Advisor Webinar and Demo and overview of event management technology solutions.

Certain is the event technology partner that captures real-time engagement and transforms it into buying signals to turn events into pipeline and reve...

Certain Signal cleans, enriches, and routes event data in real time to your CRM, MAP, and sales tools, with no manual export.

Certain connects event programs to your marketing stack to turn event data into marketing intelligence with the SIGNAL ENGINE for scoring, enrichment,...

Gain a 360-degree view of buying signals and performance insights for all events.

Event FAQ page listing Help Center links for managing events, including Edit Basic Event Settings, Create Attendee Types, Event Status designations, a...

Event Dashboard access paths, Setup Dashboard vs Registration Dashboard behavior, shared header and favorites controls, and top-right actions includin...

Learn how to favorite an event by using the Event's Dashboard and selecting the star icon so the event appears in global links/navigation for quick ac...

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

Event List (from Login) explains how the Certain Platform Event List works after login, including account switching, templates excluded, filters, and ...

Certain platform support article explaining Event List behavior, templates exclusions, filters, columns, exporting, and role-based alternative event l...

You can change or create a password on a Registrant's behalf. Follow the steps to find a Registrant, edit registration, reset the password, and save.

Manual Attendee Type Waitlisting setup instructions, including Event Dashboard Pending column behavior, Form Reg status set to (Do not change), waitli...

Instructions for deleting and restoring single or multiple “Registrations” in an Event using Search and Mass Action in the Event Dashboard.

Here are the steps to delete a registrant from an event in the event dashboard, Manage > Registrations, including mass action and profile deletion, pl...

The Completed Registrations by Attendee Type summary report groups complete registrations by attendee type using a bar chart, a pie chart, and a repor...

Registration Dashboard access options, header behavior, buttons, role assignment rules, and charts and tables for Completed Registrations by Attendee ...

Registrations FAQ - Locating a Registration: use Event Dashboard (Manage > Registrations), Query Registrations, reports, Badge Report, and Registratio...

Bulk upload content into Touchpoint using Microsoft Excel spreadsheet templates and the Event Dashboard import flow, including separate spreadsheets a...

Setup Dashboard instructions for Event Dashboard planning, including standard modules like Attendee Types and Statuses, Registration Questions, Agenda...

Sales contact form and department contact details for Certain.

20 proven event formats to drive engagement and attendee interaction.

Explains how AI-powered follow-ups improve engagement and ROI after events.

Three methods to convert post-event engagement into sales-ready conversations using data alignment, Agentic AI, and AI-powered insights.

Recap of a webinar on activating event intent data to drive revenue from events.

A blog post describing how to measure event impact across the buyer funnel and use event buying signals to drive business outcomes.

Beyond Badge Scans: How Smart Sales Teams Extract Real Value from Events explains signal classification, real-time intelligence capture, and actionabl...

Dreamforce 2025 Decoded explains seven event-marketing principles, from anchoring a strong theme to deploying AI and measuring business impact.

A framework for Event Intelligence that turns event data into revenue intelligence using three pillars: capture buying signals, deliver signals in rea...

Events are presented as the tried-and-true GTM channel for B2B companies in 2026, with emphasis on buyer access, signal capture, and speed for follow-...

An article arguing that agent platforms converge when fed CRM records, enrichment APIs, and third-party intent data, while differentiation comes from ...

A funnel-aware framework for evaluating event impact across awareness, engagement, pipeline, and revenue, including a funnel-aware KPI map, metric def...

Event automation software for marketing executives that proves revenue impact across event portfolio ROI: pipeline generated, influenced revenue, cost...

Set up hotels used in your account. Configure Accommodation Blocks locations, list view, room types, add new hotels, hotel detail information, and sup...

Report Filters enable you to restrict the amount of data returned in a report. The page documents Date Filters, Standard Filters, Drill-Down Filters, ...

Learn how to use the Columns page for an account report, including selecting and re-ordering data columns, setting Sort Order, and customizing report ...

This Report History page displays history of Changes Reports and reports containing the full Credit Card Number run on data within the current account...

Supplier Detail Information explains how to edit a supplier record using standard fields such as Type, Name, Unique Code, Preferred Supplier, Image, C...

This Report Setup page under Profiles is used to create new custom reports and modify existing user-defined reports that report on Profile data.

Maintain event registration contacts in Certain. The article explains where contacts appear in forms and email (FROM address), how to add/edit/delete/...

Explains how the setting "Incomplete registrations count against Capacity/Inventory for __ minutes after their last modification" monitors registrants...

Setup Event Waitlist Option by setting Event Registration Capacity and enabling Automatic Event Waitlisting under Plan > Configure > Options, includin...

It is not necessary to delete Test Registrations before changing an Event Status to Live because Test Registrations are removed when the Event changes...

The Event Options page (Plan > Configure > Options) configures Event settings and turns Modules on or off for each Event, including Automatic Event Wa...

Steps to locate and copy an event, including pagination and search guidance, selecting copied information, entering new event details and registration...

This article presents tips regarding chargebacks, adjustments, payments, and refunds, including rules for payment “Received” status changes, refunds, ...

Configure an event's payment options by setting Plan > Event Setup > Financials, selecting an Online Payment Processing e-commerce account, choosing p...

This article explains how to change the currency used in an event by changing the payment processor assigned through Plan > Event Setup > Financials >...

Meeting Requests (Websites) help page content describing the Meeting Request List, how HTML Editor content appears above the list, and how to customiz...

How to edit the default error message in the event. Learn where default error messages are found on Plan > Form and review each customizable error mes...

How to add an Event. Only Administrators and Event builders are allowed to create an event in an account. Includes steps and an Event Code directory w...

The VIP Exhibitor Portal is the quickest and easiest way for exhibitors to view and edit their profile and lead scanning information. It covers VIP Po...

Learn how to manage Event Assets and Account Assets using Plan > Configure > Display > Assets, including upload, settings, and image placement on Even...

Learn how Subtotals display on Adobe PDF, Printable Excel, and Printable HTML formats, including record counts per group and Sum/Maximum/Minimum/Avera...

Learn how to manually delete image and file assets in an event or account by navigating to the Assets sections and selecting Delete, then confirming w...

Instructions for managing a Live Poll from the VIP Portal, including logging into the VIP Portal, opening the moderator console, displaying questions,...

Use the Report Setup page to create or edit custom reports for an event. Includes Report Name, Visibility, Report Tokenization, Report Type, Changes R...

Use this page to add and edit custom Event Display Fields for configuring event display in Primary Display and Extended Display, available as Dynamic ...