Event Management

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

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

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...

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

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...

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

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.

Steps for deleting a registrant from an event: use Manage > Registrations bulk deletion, use Find and Search filters, or delete from the registrant Pr...

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

A curated, copy-paste-ready library of generative AI prompts built for event marketers, organized by stage of the event lifecycle. Includes KEY TAKEAW...

National Instruments customer story about Certain Platform and Certain Signal for standardized event execution and lead-to-sales engagement across glo...

An AI agent platform can converge on targeting and prioritization when competitors share CRM records, enrichment APIs, and third-party intent data. Th...

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

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

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

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.

Dreamforce 2025 Decoded: Turn Your Next Event into a Revenue Engine. Seven event principles covering theme, venue journey, engagement loops, brand exp...

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

Certain connects event programs to your marketing stack for marketing operations. Capture buying signals, use AI-powered personalization, integrate wi...

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

The Reports FAQ explains the Report Results window, the Action Bar, record selection, sorting, row controls, and export and filter options, including ...

Display Subtotals in reports. Subtotals can be shown on Adobe PDF, Printable Excel, and Printable HTML. Options include total number of records per gr...

Certain Display Options (Event Reports) for report display and print settings, including Display Format, Report Format, Data Format, and Print Setting...

Subtotals can be displayed on printable report formats: Adobe PDF and Printable HTML. Subtotals can show sum, maximum, minimum, or average, plus recor...

The Groups page enables report data grouping by up to three levels on printable formats like Printable HTML, Acrobat® PDF, and Printable Excel®. It co...

This page enables you to copy a Profiles report. It provides wizard steps to copy an existing report, name the new report, set Description and Group, ...

Copying a Supplier Report wizard steps: click Copy Report above the Supplier Reports list, name the new report (default appends "(Copy)"), set Descrip...

Supplier Reports page describing how to add and copy supplier reports and listing the Page Details columns such as Format, Report Name, Description (R...

This Report Setup page is used to add or edit custom Suppliers reports. It includes Report Name, Visibility, and Report Type fields and links to confi...

You can run reports from the Reports page by selecting options from the Filter Reports list. Editable reports show an icon in the Edit column, and non...

The standard summary report All Registrations By Status shows complete and incomplete registrations grouped by registration status, with two pie chart...

Reports FAQ - Define Report Export Actions. Define up to three Mass Actions that are triggered automatically when a report is exported, and explain th...

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

Instructions for locating and copying an event in the Certain platform. Steps include finding the event, using the copy button, selecting information,...

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

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...

Guidance for administrators and event builders on how to add an Event, including required fields (Event Name, Event Code, Time Zone, Status) and the n...

This guide explains how to upload an image displayed as a "preview" of the template on the Events > Templates page. The recommended image size is 200 ...