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Maps and Locations
Overview of how to create and manage image maps and street maps in Touchpoint, including adding maps, pins, and locations.
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Capacity Planning
Capacity planning is an extension of the Agenda feature for managing session capacity in Touchpoint.
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Attendance Tracking
Attendance Tracking enables scanned check-ins for sessions by matching QR codes to Lead Codes, with authorized users, badge printing guidance, and att...
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Touchpoint Stream Webinar
Touchpoint Stream webinar article describing how the platform hosts interactive virtual and hybrid events and consolidates event content and data.
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Touchpoint Dashboard Training - June 2021
Agenda and resources for Touchpoint Dashboard Training, June 2021, including settings, submission process, and layout features.
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Troubleshooting On Site
Step-by-step guidance for troubleshooting access issues to the Touchpoint On Site app, including unlocking attendees, password checks, and dashboard o...
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Bulk Uploading Content
Guidance for bulk uploading content to Touchpoint using separate spreadsheets and the Import Content workflow.
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Agenda Feature Settings and Management
Details on agenda feature settings and management in Touchpoint.
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Groups & Terms
Guidelines for creating and managing Groups and Terms to filter lists in Touchpoint.
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Scheduling and Publishing Sessions
Instructions for scheduling sessions using the Session Scheduler, including location-based and location-free scheduling, automatic publishing, and mas...
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Event Setup: Details
Details page for configuring Event basic information in the Certain platform, including Event Details, Location, Contacts, Custom Data, and currency l...
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Managing Registrations - Cancellations and Refunds
Instructions to set up cancellation fees, cancel registrations and agenda items, and process refunds.
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Marking a form as "Primary" - What does this do
Explains the effects of marking a form as the Primary form, including how it affects emails and display sections.
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General FAQ - Setting Up Websites
Overview of how event websites are used and the default pages available in a new website.
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General FAQ - Managing Registrations
Overview of how registrations and profiles are created and managed for events in Certain.
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General FAQ - Setting UP Online Forms
Overview of online registration forms and their sections for event registration.
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General FAQ - Setting Up Online Forms
Instructions for creating and using online registration forms, including form sections and setup details.
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General FAQ - Setting Up an Event
Comprehensive guide to setting up an event in Certain, including event details, attendee types, agenda items, and display settings.
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Reports FAQ - Define Report Export Actions
As part of a report's setup, you can specify up to three Mass Actions to be triggered automatically when the report is exported. Exports can be automa...
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Reports FAQ - Event Agenda Summary Report
Overview of the Event Agenda Summary Report in the Certain Help Center, including export, hyperlink behavior, and definitions of status counts and inv...
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Define Report Export Actions (Setup)
Instructions to configure automatic Mass Actions during report exports in Certain.
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Events List Web Page
Describes the Events List Web Page in the Certain Help Center and how to customize the events list and its columns.
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Define Report Export Actions (Events)
As part of a report’s setup, up to three Mass Actions can be automatically triggered at the time the report is exported.
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Choose Report Grouping (Events)
Documentation on grouping report data by summary groups in Certain Help Center.
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Specify Report Display Options (Events)
Page with options for report display and print settings for events reports.
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Syncing Registrants to Touchpoint from Platform
Steps to tag registration statuses with Touchpoint: Synced to pull registrants into Touchpoint from Certain Platform.
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Deleting and Restoring Single or Multiple Registrations
Instructions for deleting and restoring test registrations in an Event, including single registrations and multiple registrations.
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Using Inline vs. Display Logic
You can display form content based on conditions using Inline Actions (on the same page) or Display Actions (on a separate page).
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Using a Table to Display Agenda Items in the Form
Instructions for displaying agenda items in a form using a table in the Certain Help Center.
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Add To Calendar Updates
Upcoming changes to Add to Calendar with AddEvent integration in the Certain platform (7.1.7).
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Mass Action Report Error
Help center article describing how to resolve the 'The mass action is currently being run in another active request' error in Mass Action reports.
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Fees - Expiration and changing amounts
Explains how fees expire and how to change fee amounts in Certain, with examples and screenshots.
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Account Structure and Sub-Account Management
Guide to creating and managing Sub-Accounts within an Account on the Certain platform.
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2025 Fall Release #3 (8.3.39)
Release notes for the 2025 Fall update 8.3.39, including enhancements, bug fixes, and reporting changes.
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2025 Fall Release #2 (8.3.38)
Fall 2025 release notes for version 8.3.38, detailing bug fixes across Content Blocks, Forms, Attendee Types, Payment Processing, and Reporting.
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2025 Summer Release #6 (8.3.36)
Release notes for the 2025 Summer Release #6 (8.3.36) of the Certain platform.
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2025 Spring Release #5 (8.3.28)
Release notes for the 2025 Spring Release #5 (8.3.28), including enhancements to Registration Administration and fixes for Agenda Items, Stripe paymen...
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2025 Spring Release #4 (8.3.27)
Release notes for 2025 Spring Release #4 (8.3.27) including bug fixes for session names, agenda items, and display fields.
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Build and Manage an Event - Step 4
Instructions for adding optional options to an event in Certain, including Agenda, Accommodation, Payments, Logic, Additional Registrations, Entry, an...
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Build and Manage an Event - Step 2
Step-by-step guidance to fill in basic details for an event in the Certain platform.
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Delete/Delink Webinars from your Event or Sessions
Guidance on deleting or delinking webinars from events or sessions using Certain's Signal integrations, with step-by-step instructions.
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How to delete sessions through a mass action
Steps to delete sessions via mass action in Certain's Speaker and Sessions module.
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Signal Outbound Flows for Digital Events (ON24)
Steps to create outbound flows to send attendee data to ON24 for event-level or session-level webinars.
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How do I add an event owner
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Digital Events - How to Share Webcast/Webinar Details using Email and Session Ca...
Instructions for adding the webcast join URL and Session Catalog link to an Email Template in Digital Events.
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Appending Agenda Items to an Email Template
Uses Display Rules to include the Personal Agenda in an Email Template and shows how to create and apply the rule.
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Meeting Requests (Home)
Overview of the Meeting Requests (Home) page in the Certain Help Center, including filters, list view, and actions.
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Update Full Capacity/Inventory Messages
Instructions to update messages for full inventory items or reached capacity for sessions and agenda items.
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Setting Up Digital Sessions
Guidance for configuring digital sessions with Zoom or ON24 using Certain Signal on the Certain Platform.
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Digital Events: Using Certain Signal with ON24
Guidance for configuring Certain Signal with ON24 for digital events, including prerequisites and step-by-step setup.
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Setting Up a Digital Event
Guidance on configuring digital events with Certain Signal and webinar providers Zoom or ON24.
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Digital Events: Using Certain Signal with Zoom
Guidance for configuring Digital Events in Certain Signal with Zoom, including prerequisites and setup steps.
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General FAQ - Activating Agenda Item Waitlist on Forms
Instructions to enable and use the waitlist option for full agenda items in agenda forms.
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Search For Events
Instructions for searching events across accounts, including criteria, operators, and pagination.
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Search
Step-by-step instructions for using the search feature across Registrations, Profiles, Events, Forms, and Websites in the Certain Help Center.
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EXPORT
Define and manage automatic export actions for reports, including Mass Actions and export methods.
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Digital Events Email Templates
Email template sent to new digital event registrants, with editing and best-practice guidance.
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Check-In Insights
Dashboard with real-time graphs for Check-In data, including Over Time, Attendee Type, and Questions Analytics.
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Import Groups
Step-by-step guide to importing groups from a CSV file into an event.
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Group List
Group List enables managing registrant groups for events, including adding, editing, importing, and assigning attendees, with optional agenda items, s...
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2025 Winter Release #5 (8.3.23)
Release notes for the 2025 Winter Release #5 (8.3.23) in the Certain Help Center.
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How to Create a New Event
Guidance on creating a new event in the Certain platform, including from scratch, copying, or using templates, and entering event details.
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The Powerful Impact of In-Person Experiences on Event ROI
A multi-section guide analyzing how in-person enterprise events drive ROI, with 2022–2024 trends and guidance on event management and intelligence.
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How can I still deliver on my business objectives through digital events?
A guide for transitioning in-person events to digital formats with integration and engagement strategies.
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Event Management Software For Virtual Events
Event management software for virtual events to engage audiences, leverage event intelligence, and scale thousands of virtual events.
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In-Person Events Easily Planned, Delivered & Repeated
Event automation platform for in-person events enabling replication, efficiency, branding, scale and insights.
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Unify Virtual and In-person Audiences With a Consistent and Engaging Hybrid Even...
Hybrid event management platform enabling in-person and virtual audiences with engagement tools, branding, templates, and insights.
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Take a Tour of the Certain Solution
Product tour page for the Certain Solution highlighting a 2-minute tour and a key benefits slide with a CTA.
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Session Break: Hybrid Event Planning & Execution
Video On Demand featuring Kent Martin discussing key considerations for planning and delivering hybrid events.
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Redefining the Event Landscape in the Enterprise World
Part 1 of Certain's Enterprise Events series exploring the evolving role of events as strategic tools to drive growth, foster innovation, and enhance ...
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Power Templates
With Power event templates, we equip event and marketing professionals to easily create events that are versatile and efficient, offering a seamless a...
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Marketing Event Automation Simplified
Download this infographic to learn about how combining data from marketing automation and events is a powerful way to deliver ROI.
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The Powerful Impact of In-Person Experiences on Event ROI
In Part 3 of our Enterprise Events series, we take an in-depth look at enterprise events from a C-Suite perspective and answer questions such as: Are ...
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The Hybrid Event Strategy Playbook
An ebook outlining how to blend in-person and digital event experiences into a hybrid strategy.
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The Hybrid Attendee Engagement Journey
Infographic describing how to tailor attendee engagement to registration type for hybrid events.
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How Events Drive Revenue
Infographic detailing how events drive revenue.
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The Future of Events: ABM Strategy
Whitepaper describing how account-based marketing (ABM) integrates with events and why ABM is key to unlocking the future of events.
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From Signals to Sales: Activating Intent Data from Events
Video on demand webinar transcript about activating intent data from events.
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Events as a Strategic Lever in B2B Marketing
This eBook, Part 2 of our Enterprise Events series, explains how events can serve as a strategic lever in B2B marketing, from planning to measuring im...
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Event Engagement Overview
Attendees rely on their mobile devices for just about everything. View this event engagement overview to learn how to make events memorable.
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The Event Engagement Data Playbook
Guide to driving, capturing, and acting on attendee engagement data for virtual, hybrid, and in-person events.
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Delivering Business Objectives Through Digital Events
Infographic describing how digital events deliver business objectives and showcasing Certain's event management technology solutions.
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Better Together: Digital + In-Person Strategies = Greater Return for Businesses ...
Guide exploring how digital and in-person strategies together drive greater return for businesses and customers.
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3 Ways AI-Powered Session Recommendations Can Help Elevate Your Events
Video-on-demand resource exploring how AI-powered session recommendations can enhance event experiences.
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Certain Announces Strategic Partnership with InEvent to Create a Unified Event T...
Certain and InEvent announce a strategic partnership to create a unified event technology ecosystem, combining virtual and in-person capabilities.
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Certain Launches Touchpoint Stream to Power High Engagement Virtual and Hybrid E...
Certain announces Touchpoint Stream, a central platform for interactive virtual and hybrid events with live and on-demand content and attendee engagem...
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ON24 | Partner
ON24, the marketing technology leader helping enterprises deliver live and always-on digital experiences such as webinars, multimedia content hubs and...
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InEvent | Partner
Partner profile for InEvent outlining its global event management platform for virtual and hybrid events.
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Grip | Partner
Grip is the leading AI-powered event, networking and matchmaking platform that helps event organizers, exhibitors, sponsors and visitors be more succe...
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What is Hybrid Event Management Software?
Definition of hybrid event management software and how it enables in-person and virtual participation.
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What is Event Intelligence
Definition of event intelligence and its scope and application.
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What is Audience, Participant, or Event Engagement?
Definition and scope of audience, participant, or event engagement and how technology enables it across event formats.
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What is a Hybrid Event?
FAQ page answering what a hybrid event is.
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Who Uses Event Automation Software?
FAQ detailing who uses event automation software and related solutions.
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What is Event Intelligence Software?
Definition and overview of event intelligence software, including its purpose and capabilities across events.
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Igniting Event Experiences with Intelligence & AI
On-demand webinar about unlocking a deeper understanding of event attendees and delivering revenue from events.
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On-Demand Touchpoint Demo
Demonstration of the Touchpoint mobile event app by Certain, showing attendee engagement before, during, and after events.
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From Signals to Sales: Activating Intent Data from Events
This on-demand webinar shows how to translate intent data into actionable intelligence that drives pipeline and accelerates deals.
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Improving Efficiency & Lead Quality
Rockwell Automation partnered with Certain to centralize global event data, improving efficiency, lead quality, and global scale.
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National Instruments Achieves Significant Cost Savings and Accelerates Lead Gene...
National Instruments uses Certain's end-to-end event management platform to accelerate lead generation and reduce event-related costs.
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Connect with our Awesome Sales Team
Form to contact Certain Sales and reach departments such as Support and Accounting & Billing.
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What Is Data-Driven Marketing and How Does It Improve Your Event ROI?
Overview of data-driven marketing and its impact on event ROI, with steps to implement.
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Introducing Event Advisor: How AI Is Transforming Event Personalization
AI-powered recommendations to personalize event journeys and drive engagement and revenue.
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Marketing Event Trends to Watch out for in 2023
Overview of key marketing event trends for 2023, including hybrid/in-person growth, data-driven insights, tailored experiences, omni-channel strategie...
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Certain. Make Every Moment Count.
Overview of how Certain helps events become revenue engines through AI-powered engagement and data orchestration.