Event Planning

Event Setup includes Travel Information (Event Setup) when the Travel Module is activated for an event. The page documents Travel Questions and Travel...

Custom Event Data is event-builder-created question content that is not answered by registrants. It is used for internal reporting and for conditions ...

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.

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

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...

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 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 are used to identify different types of participants within your Event. The article explains possible uses and provides steps to set up...

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

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...

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

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...

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

Instructions for creating an event in Certain, including a permissions note for Administrators and Event builders and steps using Add a New Event and ...

Session Blocks give more flexibility in how registered and waitlisted sessions display to event registrants in confirmation and reminder emails. Sessi...

Video On Demand: The Ultimate AI Tech Stack for Event ROI is a reference architecture for an AI-powered event tech stack covering registration intelli...

A 26 min Video On Demand about turning event engagement into pipeline with speed-to-lead focus, sales hand-off blueprint, and event metrics to prove s...

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...

How AI and event intelligence turn raw engagement data into deep buyer insights to help marketers navigate event data challenges and accelerate every ...

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

Driving Event Value in 2026 is a practical playbook for the 2026 event marketer. The guide moves from per-event ROI to program intelligence across fou...

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

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

Certain captures buying signals from every attendee interaction and routes them to your CRM while attendees are still in the room, with AI-driven inte...

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

LEARNING CENTER content for proving event ROI and accelerating pipeline, with customer stories, guides, infographics, and video on demand from Certain...

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

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

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...

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...

Set up Room Types for an account to define [Accommodation Blocks](https://community.certain.com/pagehelp/accommodation/blocks.htm) at events, includin...

Accommodation Blocks page that explains accommodation blocks, prerequisites, imports, sub-blocks, accommodation block information fields, and Accommod...

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...

Defines Booking Statuses and Action Codes for registrants' accommodation bookings, including Accommodation Booking Status and Accommodation Action Cod...

Certain Flights page instructions for seeing, editing, and adding flights in an event, configuring Flight Information fields, and managing Flight Inve...

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

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

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

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

Instructions for locating and copying an event in the Certain platform. Steps include finding the event, using the copy button, selecting information,...

Steps to add an event owner by navigating to Plan > Event Setup > Details, selecting a user under Event Details, and saving. Additional note includes ...

Instructions for the "Main Image" field in Plan > Configure > Display > Extended Display, including form width and height behavior and steps to upload...

This guide explains how to upload an image displayed as a "preview" of the template on the Events > Templates page. The recommended image size is 200 ...