Event Planning

Event Signal Playbook Part 2 explains orchestration at scale for event signals, including the infrastructure layer, intelligence layer, field stack ca...

How AI turns physical presence into pipeline by explaining why digital engagement hides buyer intent and why real-time event intelligence gives seller...

Event check-in captures two buying signals at once: behavioral arrival data and declared intent from a verified buyer, plus guidance on what each reve...

Turn Engagement Signals into Pipeline is a practical session on closing the loop between event engagement and pipeline, with a focus on speed-to-lead ...

The Ultimate AI Tech Stack for Event ROI reference architecture for the AI-powered event tech stack: registration intelligence, generative content, si...

A 22 min guide playbook about shifting from individualized event ROI to a holistic event intelligence strategy across the entire program for the 2026 ...

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 to connect events to measurable business results.

How AI and event intelligence turn raw engagement data into deep buyer insights, so marketers can navigate event data challenges and accelerate every ...

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

The Event Signal Playbook, Part 2 of 2 explains event signal orchestration: a two-layer stack (Signal Connector and Signal) that captures, normalizes,...

Events grew faster than any other marketing line this year. Proving event return is an orchestration problem, not a measurement problem, with proof bu...

Certain offers flexible plans with custom quote pricing for Event Management Platform, Intelligence & Signals, and Touchpoint & Mobile, including Sing...

Guides, infographics, and on-demand webinars to help you turn every event into measurable revenue for proving event ROI and accelerating pipeline.

Event Intelligence provides dashboards, conversational AI, one data repository, and revenue attribution that connect session-level engagement to close...

Certain HYBRID EVENTS page describes unified attendee experience, platform flexibility, cross-channel signals, AI personalization, unified analytics, ...

Certain's event management platform enables planning, delivering, and repeating in-person events with live support and Event Intelligence.

Certain “ALL EVENT TYPES” page describes in-person, virtual, and hybrid event formats, badge scan signals captured, lead score 92/100, and push to sal...

Buying signals for event engagement. Certain converts attendee interactions into actionable buying signals with an AI signal engine for intent scoring...

Certain is an event intelligence platform that captures buying signals from every attendee interaction and routes them to your CRM while they are stil...

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

Attendee Types identify participant types in an Event. Create and configure Attendee Types under Plan > Event Setup > Attendee Types, including codes,...

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

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...

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

Travel Information (Event Setup) explains when Event Setup shows Travel pages and how Travel Questions and Travel Reservations sub-modules configure C...

Learn how to edit default error messages for an event. Default error messages can be customized on Plan > Form, including Required fields settings, Ag...

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

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...

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

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

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

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

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...

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

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

Instructions for creating an event in Certain, including creating from scratch, copying an existing Event, and using Templates, then entering required...

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

A favicon is a small square image used by a web browser at the left side of the address bar. Steps describe how to upload the favicon and add its Rela...

Event Intelligence article on orchestrating event signals at scale by capturing intent, readiness, and risk, delivering in seconds with context, and r...

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

Event Intelligence article by Peter Micciche (CEO of Certain) on signal orchestration across capture, real-time delivery, and scalable action, includi...

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...

Events Create Moments. Signals Turn Them Into Revenue. The article argues that signal density turns attendee interactions into buying intent through A...

Certain blog article about extracting real value from events using behavioral intelligence based on buying signals, signal classification, real-time i...

Architecting Events for ROI: The Fastest Path to Buyers explains how owning the event cycle and data turns event conversations into sales pipeline, bu...

A three-pillar framework for turning event data into revenue intelligence, explaining capture buying signals, deliver signals in real-time, and orches...

Deep Dive into Event Intelligence: Capturing Event Buying Signals explains how buying signals differ from data, lists seven buying signal types, and c...

Real-Time Signal Delivery: When Speed Meets Context, Revenue Teams Win explains Pillar 2 of the Event Intelligence framework and defines what “real-ti...

Orchestrate at Scale: Events Become Your #1 Growth Channel With Seamless Data Execution explains the third pillar of event intelligence, including rou...

From Signals to Revenue: Making Event Intelligence Work for Your Team explains how Event Intelligence captures buying signals, delivers them in real t...

Start With the Revenue, Then Pick the Date: How to Plan an Event for Pipeline explains how event teams can plan around revenue objective before lockin...

Copy an existing Account Report or System Report using the Report Copy Wizard, including steps for naming the report, adding a Description, choosing a...

Report Setup (Account-Level Reports) explains creating custom reports, defining Report Name fields, Visibility options, Report Type categories, Change...

The Reports FAQ explains the Report Results window, the Action Bar, record selection, sorting, row controls, and export and filter options, including ...

Report Filters restrict the amount of data returned in a report using Date Filters or Advanced Filters, including how to create interval-based date fi...

The Groups page enables report data grouping by up to three levels on printable formats like Printable HTML, Acrobat® PDF, and Printable Excel®. It co...

This Suppliers (List) page lists the suppliers in the current account. It defines suppliers, explains search, add/edit, delete/restore behavior, and t...

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

Set up accommodation sub-blocks for an event. Define sub-blocks, list Accommodation Sub-Blocks, manage Sub-Block details, and edit inventory in Accomm...

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

You can run reports from the Reports page and filter them using the Filter Reports list. Editable reports show a pencil icon, and non-editable reports...

You can run reports from the Reports page by selecting options from the Filter Reports list. Editable reports show an icon in the Edit column, and non...

The Reports FAQ - All Registrations by Status Report explains how All Registrations By Status groups complete and incomplete registrations by registra...

This Report Setup page under Profiles is used to create new custom reports and modify existing user-defined reports that report on Profile data.

Report Filters enable you to restrict the amount of data returned in a report. The page documents Date Filters, Standard Filters, Drill-Down Filters, ...

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

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

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

Instructions for specifying report columns in [Supplier Reports], including selecting and re-ordering Available Data Fields, setting Sort Order, and c...

Learn how to use report filters for Supplier Reports. This page explains Date Filters and Advanced Filters, including operator meanings and how to joi...

Report List explains how to reach event-level Reports/Analyze reporting, run standard and user-defined reports, filter by report group, and use action...

Display Subtotals in reports. Subtotals can be shown on Adobe PDF, Printable Excel, and Printable HTML. Options include total number of records per gr...

Certain Display Options (Event Reports) for report display and print settings, including Display Format, Report Format, Data Format, and Print Setting...

Instructions for creating Date Filters, Standard Filters, Drill-Down Filters, and Advanced Filters in Certain reports, including how to view filtered ...

Upcoming 7.1.7 patch release updates to Certain platform Add to Calendar by replacing the existing implementation with the AddEvent service, including...

Event Session and Speaker Summary Report is a summary list of all qualified sessions and their speakers, listing Session Name, Session Code, Session S...

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

Certain Flights page help: how to list, filter, add/edit/delete flights, define Flight Information fields, and manage Flight Inventory seat blocks wit...

The Certain flight packages page explains how to view, add, edit, and delete Flight Packages, expand packages to see flights, and use Selected Flights...

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