Event Planning

Orchestrating event signals at scale with Signal Connect and Signal. Capture at the edge, orchestrate in real time, score buying signals, route to tea...

Revenue teams use agentic stacks, yet event check-in stays invisible unless run as a sensor. The article explains why and how Greet turns check-in int...

Events won the budget by proving ROI through orchestration in real time. The article explains why event signals must reach every team and system, incl...

The Event Is the New Sales Floor: How AI Turns Physical Presence Into Pipeline explains how AI-powered event intelligence captures buyer intent from p...

Orchestrating event signals at scale so intelligence reaches every team and every agent that can act on it, in real time across your whole event portf...

Turn Engagement Signals into Pipeline is a Video On Demand session about closing the loop between event engagement and pipeline, with speed-to-lead an...

A reference architecture for the AI-powered event tech stack: from registration intelligence to generative content, signal capture, and revenue attrib...

Guide: Driving Event Value in 2026. A practical playbook for the 2026 event marketer about program intelligence, connected data, signal capture, and p...

A practical eBook on using AI and event intelligence to turn every attendee moment into a buying signal, then convert engaged buyers into long-term br...

A 9-step playbook for driving, capturing, and acting on attendee engagement data before, during, and after an event to connect events to measurable bu...

Event Strategies to Accelerate the Buyer Journey with Deep Insights: how AI and event intelligence turn raw engagement data into deep buyer insights f...

Ultimate Guide to Event Data Orchestration covers collecting, consolidating, and activating event data using integrations, AI, and event intelligence ...

Overview of criteria for selecting AI-powered event technology, including transparency, prediction, ROI, conversion, real-time optimization, and ethic...

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

Guides, infographics, and on-demand webinars to help you turn every event into measurable revenue in Certain’s Learning Center.

Event Intelligence centralizes event data from Cvent, RainFocus, and Zoom, connects session engagement to closed-won revenue in your CRM, and includes...

Unify Virtual and In-person Audiences with a Consistent and Engaging Hybrid Event Experience. Capture buying signals, unify engagement profiles, and c...

Engage virtual audiences with Certain. Capture digital signals from virtual events, track every interaction, and use live engagement, AI recommendatio...

Make every event a revenue engine. In-person, virtual, or hybrid. One platform, one data model, every format. Real-time tracking, lead score, and CRM ...

Certain for sales professionals turns event engagement into closed deals using real-time buying signals, prioritized lead lists, and CRM integration.

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.

Step 2: Fill in Basic Details. Guidance for Certain page sections: Plan > Event Setup > Details, Plan > Configure > Options, Plan > Event Setup > Atte...

Copy Event (Wizard) instructions, including Steps 1–7, event attributes, and notes about copying to sub-accounts and custom report inclusion rules.

Learn how to add existing Profiles to a new Event as Registrations using Importing Registrations or Inviting Existing Profiles, including key field ma...

Event Setup: Contact explains the Event Registration Contact, how Registration Contact information is shared across an account, how to create or edit ...

Attendee Types identify participant types within an Event. Learn possible uses and the steps to create new Attendee Types in Plan > Event Setup > Atte...

Event Setup: Details explains how to update Event details, including Event Name, Event Code rules, Status values, Access Token behavior, capacity, loc...

Learn how to set up Custom Registration Questions, select Question Type Options, enter Name, Code, Display for Reg Form, and set Answer Options in Add...

General FAQ content explaining what a registration is, how registrations can be created, what information a registration record contains, and how regi...

General FAQ for setting up an event in Certain. Learn how events define registration foundations, then configure event setup, attendee types, statuses...

Learn how to add an event owner by navigating to Plan > Event Setup > Details and selecting a user under Event Details, then saving. Only administrato...

The Event Registration Chronicles dashboard helps analyze the pace of registrations of a series of events using the graph, filters (Event Name, number...

Event Program Analysis dashboard. It reviews multiple events using Top Level Metrics, cost analysis, organization representation, stacked bar, dot cha...

The Performance Dashboard in Event Intelligence helps event teams review a single event’s registration and attendance success using the Single Event V...

Warning about using Sel? and Web? options for Agenda Item Questions and their impact on agenda items and registrations.

Step 3: Create and Customize Registration Forms. Includes Create Forms, Previewing Forms, Registrant Details, Attendee Type, Questions, Verify, and Co...

Instructions for using a table in the Description editor to control how Agenda Item descriptions/labels display in the Form.

Use the Plan > Event Setup > Suppliers page to enter a list of Suppliers associated with the Event. Includes SMM (Strategic Meetings Management) Modul...

Touchpoint Stream allows you to host interactive virtual and hybrid events, and bring your event experience, content and data into one flexible and ea...

Event Intelligence - Key Metrics explains the Key Metrics dashboard sections, including Selected Events/Registration Goal indicator, Registrations, At...

Learn what a favicon is and follow the step by step instructions to upload a favicon for a Certain Event, select it in Custom HTML Shell, copy Relativ...

System Timestamps explains that certain Certain Platform administration date-time stamps use Pacific Standard Time (PST), while Event Setup > Details ...

Travel Information (Event Setup) explains how Event Setup shows the Travel page when the Travel Module is activated, and how to configure Custom Trave...

A guide for event marketers on using engagement data and AI to identify event buying signals, measure performance across the funnel, and turn insights...

A guide for event programs to capture, orchestrate, score, and route behavioral buying signals in real time across a portfolio. Focus: orchestration a...

A guide to event planning success covering strategy, logistics, budgeting, data orchestration, data integrations, event intelligence & AI, measurement...

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.

A blog post exploring how AI-powered event management transforms engagement, intelligence, and strategy while emphasizing security.

Article about activating event buying signals to drive pipeline, focusing on event attendee behavior, buyer intent, and operationalizing event data fo...

Architecting Events for ROI: The Fastest Path to Buyers explains how owning the event cycle and data creates attendee buying signals and sales pipelin...

A framework for Event Intelligence that turns event data into revenue intelligence using three pillars: capture buying signals, deliver signals in rea...

Deep Dive into Event Intelligence: Capturing Event Buying Signals. The article explains buying signals, separates real signals from noise, and discuss...

A discussion of real-time signal delivery in Event Intelligence for revenue teams, including definitions, batch vs streaming architecture, buying comm...

Orchestration at scale routes event buying signals to marketing, sales, and customer success with contextual delivery tied to actions, completing the ...

From Signals to Revenue: Making Event Intelligence Work for Your Team explains the Three Pillars of Event Intelligence: capturing buying signals, deli...

Events represent buyer intent. The post defines a three-pillar framework for signal orchestration: capture signals, deliver them in real time, and orc...

How do you orchestrate event signals at scale by capturing intent, readiness, and risk, delivering in seconds with context, and routing through shared...

Start With the Revenue, Then Pick the Date: How to Plan an Event for Pipeline. Includes TL;DR, stakeholder planning, and guidance on when to ask buyer...

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

How to create user-defined report columns on the User-Defined Column Details (Consolidation Reports) page, including Display the first non-blank from ...

Report Filters enable you to restrict the amount of data returned in a report using Date Filters or Advanced Filters, and view filtered results in the...

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

Meeting Requests (Websites) help page content describing the Meeting Request List, how HTML Editor content appears above the list, and how to customiz...

Pick Report Columns (Profiles). Configure report column data fields and their order, set Sort Order, and customize report column headers using Customi...

This help page explains how subtotals display on printable report formats like Acrobat® PDF and Printable HTML. It covers showing sums, maximums, mini...

Here you define a Supplier Report's display and print settings, including Display Format, Report Format, Data Format, and Print Settings options such ...

Attendees can post photos or discussion posts to the activity feed. Learn Activity Feed Feature Settings, Activity Feed Home Screen Panel Settings, an...

Learn how to use an agenda item and logic rules to apply discounts to registrations based on attendee type, question answers, or email address domain.

Merchandise (Agenda Items) help content that explains Merchandise items, the Item List, Custom Merchandise Types, and Merchandise Groups & Classificat...

The VIP Exhibitor Portal is the quickest and easiest way for exhibitors to view and edit their profile and lead scanning information. It covers VIP Po...

Reports can be delivered in several formats, including Formatted HTML, Printable HTML, Acrobat® PDF, Printable Excel®, Excel® Spreadsheet, Comma-Delim...

Travel Configuration page content describing Travel Packages sub-module settings including Transfer Time, optional Statuses, Transportation Types, and...

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...

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

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 managing a Live Poll from the VIP Portal, including logging into the VIP Portal, opening the moderator console, displaying questions,...

Use the Report Setup page to create or edit custom reports for an event. Includes Report Name, Visibility, Report Tokenization, Report Type, Changes R...

Creating High-Impact Attendee Experiences with AI by Zara Arsala (June 13, 2025). The article explains AI-powered personalization and Session Advisor ...

Event Advisor is an AI-powered recommendation application for events. It delivers personalized recommendations for attendees and helps event organizer...