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Setup Dashboard
Setup Dashboard instructions for Event Dashboard planning, including standard modules like Attendee Types and Statuses, Registration Questions, Agenda...
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Custom Questions
Guide to adding and managing custom questions for event registration in Certain.
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Event List (from Login)
Event List (from Login) explains how the Certain Platform Event List works after login, including account switching, templates excluded, filters, and ...
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Event List
Certain platform support article explaining Event List behavior, templates exclusions, filters, columns, exporting, and role-based alternative event l...
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Registration Dashboard
Registration Dashboard access options, header behavior, buttons, role assignment rules, and charts and tables for Completed Registrations by Attendee ...
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Event Dashboard
Event Dashboard access paths, Setup Dashboard vs Registration Dashboard behavior, shared header and favorites controls, and top-right actions includin...
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Custom Statuses
This page lists the custom registration statuses defined for the event and explains standard (default) registration statuses, registration status deta...
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Completed Registrations by Attendee Type
The Completed Registrations by Attendee Type summary report groups complete registrations by attendee type using a bar chart, a pie chart, and a repor...
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Creating a Registrant's Password
You can change or create a password on a Registrant's behalf by using Event Dashboard search, editing the registrant, resetting Password in Contact In...
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Attendee Type Waitlisting - How does it work?
Manual Attendee Type Waitlisting setup instructions, including Event Dashboard Pending column behavior, Form Reg status set to (Do not change), waitli...
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Deleting and Restoring Single or Multiple Registrations
Instructions for deleting and restoring single or multiple “Registrations” in an Event using Search and Mass Action in the Event Dashboard.
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How to delete a registrant from an event
Steps for deleting a registrant from an event: use Manage > Registrations bulk deletion, use Find and Search filters, or delete from the registrant Pr...
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How to Mark an Event as Favorite
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...
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Registrations FAQ - Locating a Registration
Registrations FAQ - Locating a Registration: use Event Dashboard (Manage > Registrations), Query Registrations, reports, Badge Report, and Registratio...
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Bulk Uploading Content
Instructions for Bulk Upload Template Spreadsheets import workflow in Touchpoint, including Separate spreadsheets, Spreadsheet data begins top left, a...
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National Instruments Achieves Significant Cost Savings and Accelerates Lead Gene...
National Instruments customer story about Certain Platform and Certain Signal for standardized event execution and lead-to-sales engagement across glo...
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CERTAIN SIGNAL
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...
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How to Turn Your Audiences Into Customers Using AI
A guide on using AI-powered insights to personalize event marketing, reveal buying signals, improve lead scoring, and turn event attendees into custom...
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20 Event Formats Proven to Drive Engagement and Attendee Interaction
20 proven event formats to drive engagement and attendee interaction.
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AI-Powered Post-Event Follow-Ups: A Game-Changer for Event Marketers
Explains how AI-powered follow-ups improve engagement and ROI after events.
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3 Ways to Spark Sales-Ready Conversations Post-Event
Three methods to convert post-event engagement into sales-ready conversations using data alignment, Agentic AI, and AI-powered insights.
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From Signals to Sales: How to Turn Event Engagement into Revenue
Recap of a webinar on activating event intent data to drive revenue from events.
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Infographic: Measuring Event Success Across the Funnel
A blog post describing how to measure event impact across the buyer funnel and use event buying signals to drive business outcomes.
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Dreamforce 2025 Decoded: Turn Your Next Event into a Revenue Engine
Dreamforce 2025 Decoded: Turn Your Next Event into a Revenue Engine. Seven event principles covering theme, venue journey, engagement loops, brand exp...
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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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Certain — Marketing Operations
Certain connects event programs to your marketing stack for marketing operations. Capture buying signals, use AI-powered personalization, integrate wi...
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Tips – Chargebacks, Adjustments, Test Payments, and Refunds
This article presents tips regarding chargebacks, adjustments, payments, and refunds, including rules for payment “Received” status changes, refunds, ...
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E-Commerce Accounts - Errors Received Through Cybersource Payment Attempts
This article discusses common error messages and issues you may encounter with Cybersource payments, including response errors, security token errors,...
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Administrators - Cybersource Setup Requirements
Instructions for administrators on Cybersource setup requirements for Cybersource Gateway Account Settings, including Account Settings > Registrations...
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Administrators - Authorize.Net Setup Requirements
Instructions for administrators on authorize.net gateway account setting requirements, including Authorize.Net API Login ID, Transaction Key, and Auth...
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Administrators - E-Commerce Verification Settings
Options for configuring E-Commerce verification settings in Certain, including AVS (Address Verification Service) and CSC (Card Security Code) checks ...
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Configuring Your Event's Payment Options
Configure an event's payment options by setting Plan > Event Setup > Financials, selecting an Online Payment Processing e-commerce account, choosing p...
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Partial Payments with Additional Registrations
This article explains how partial payments affect marking additional registrations as "Complete". It provides OPTION 1 and OPTION 2 guidance for manag...
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Changing the Currency Used in an Event
This article explains how to change the currency used in an event by changing the payment processor assigned through Plan > Event Setup > Financials >...
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How the setting "Incomplete registrations count against Capacity/Inventory for _...
Explains how the setting "Incomplete registrations count against Capacity/Inventory for __ minutes after their last modification" monitors registrants...
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Improved Asset Management
Learn how to manage Event Assets and Account Assets using Plan > Configure > Display > Assets, including upload, settings, and image placement on Even...
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How to Delete Images and Files in an Event or an Account
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...
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The Top 10 Best Event Management Software Features
The Top 10 Best Event Management Software Features infographic distills event platform capabilities into a 10-point checklist and scorecard for evalua...