Event Management

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

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...

This page lists the custom registration statuses defined for the event and explains standard (default) registration statuses, registration status deta...

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 by using Event Dashboard search, editing the registrant, resetting Password in Contact In...

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...

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...

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

Instructions for Bulk Upload Template Spreadsheets import workflow in Touchpoint, including Separate spreadsheets, Spreadsheet data begins top left, a...

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

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...

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...

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

This article discusses common error messages and issues you may encounter with Cybersource payments, including response errors, security token errors,...

Instructions for administrators on Cybersource setup requirements for Cybersource Gateway Account Settings, including Account Settings > Registrations...

Instructions for administrators on authorize.net gateway account setting requirements, including Authorize.Net API Login ID, Transaction Key, and Auth...

Options for configuring E-Commerce verification settings in Certain, including AVS (Address Verification Service) and CSC (Card Security Code) checks ...

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 partial payments affect marking additional registrations as "Complete". It provides OPTION 1 and OPTION 2 guidance for manag...

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

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

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...

The Top 10 Best Event Management Software Features infographic distills event platform capabilities into a 10-point checklist and scorecard for evalua...