Event Management

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...

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

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.

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

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...

Travel (Attendee Form) instructions for Certain’s form sections, including Travel Entry, Travel Requests, Flight Packages, Individual Flights, Filters...

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

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

Instructions for setting up a Certain event website, including Website Setup fields, Display Settings for pages, and Previewing a Website.

Event Websites describes what an event website is, how the Event Websites page lists active websites for the current event, and how each website’s sta...

Website FAQ Page describes how a “generic” page can display static content on the public-side of the Website.

Web Site Home describes how to access Home Page via EVENTS > Websites > Add/Edit website > Home and explains that the Home page displays static conten...

This page lists all account-level websites created for the current account, and it explains how to add, show inactive sites, edit, preview, favorite, ...

Certain Kiosk Kiosk Configuration for survey mode questions and custom kiosk messages, including Survey Question Configuration and Show these Question...

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

Attendance Tracking enables staff to check attendees into sessions by scanning a QR. The guide covers Authorized Email Addresses, enabling Agenda Chec...

Instructions for creating image maps, adding pinned locations, adding street maps, and managing locations in Maps and Locations.

Instructions for creating Info items, adding images to Info Body, setting image width to 100%, applying theming colors used on Info text, and performi...

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 >...

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...

Event Templates help planners create new events by reusing template features such as look and feel, event setup, forms, and logic rules. Includes grid...

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...