Event Registration

Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.

Details on configuring Display Fields, Content Blocks, and Display Rules for event forms, websites, and emails in the Certain platform.

Instructions to add existing Profiles to a new Event either by importing Registrations or by inviting Profiles.

How Certain uses the ISO Country list to determine which countries are available in the Country drop-down and how to enable the Country field in regis...

Guide to creating and managing custom registration statuses in Certain's event planning platform.

Information on creating and editing Registration Contacts and how contact information appears in emails, on the website, and on forms.

Overview of Attendee Types, their uses, and how to set up new Attendee Types in an event.

Overview of the Accommodation Module in Certain, including enabling, workflow, hotels, room types, blocks, sub-blocks, forms, roommates, and registrat...

Guide on locating potential duplicate registrations when an event has many registrations, including using Excel for large data sets.

Instructions to locate and modify a registration in Certain.

Step-by-step troubleshooting for payment processing on complete registrations in Certain's form-based payments.

Instructions to set up cancellation fees, cancel registrations and agenda items, and process refunds.

If no Form in the Event is marked as Primary, a server error occurs when Display Rules reference the Primary Form in an Email Template.

Steps to auto-assign a Speaker Attendee Type to speakers via form logic in Plan.

Explains the effects of marking a form as the Primary form, including how it affects emails and display sections.

Two methods to help Registrants access password-protected forms: Forgot Password email templates and Reg ID URL approach.

Instructions for manual waitlisting: identify waitlisted attendees, set Reg status, configure rules, and notify waitlisted attendees via custom HTML.

Guide to enabling the Forgot Password reset link for Registration Forms on the Certain platform.

Guide to creating and configuring custom registration questions for events, including question types and display options.

FAQ detailing methods to import registrations for an event, including external data files and CRM connectors, and creating registrations from profiles...

Overview of how registrations and profiles are created and managed for events in Certain.

Overview of online registration forms and their sections for event registration.

Instructions for creating and using online registration forms, including form sections and setup details.

Comprehensive guide to setting up an event in Certain, including event details, attendee types, agenda items, and display settings.

The All Registrations By Status report shows complete and incomplete registrations grouped by registration status for an event.

Overview page for administrators detailing the data sections in the Registration area of Account Settings.

Overview of the Profiles Area Options, including finding, editing, adding, and importing profiles, and how registrations link to profiles.

Promo Codes Quick Guide is a brief PDF describing how to set up Promo Codes for use in an event. The Registration Groups as Promo Codes sub-module mus...

Page describing how to set up hotels for events, including hotel records, blocks, and supplier details.

Overview of the Event Program Analysis dashboard within Certain's Event Intelligence, detailing how it tracks registrations, attendees, and cost metri...

Guide to using the Performance Dashboard for a single event in Event Intelligence, including totals, demographics, and session data.

High-level Key Metrics dashboard for event performance across registrations, attendance, engagement, and ROI.

Instructions for importing and updating Registrations using key fields such as Profile Unique ID, External ID, and Username.

Best practice not to include special characters in the Name field of Content Blocks and Display Rules; including them can cause a server error or caus...

Instructions to create or link a Registration Profile for an existing Speaker in an Event, using a Form or not using a Form.

Instructions for deleting and restoring test registrations in an Event, including single registrations and multiple registrations.

You can display form content based on conditions using Inline Actions (on the same page) or Display Actions (on a separate page).

Guide on adding Custom Profile and Registration questions to a form using Registrant Details, Question Sections, and Logic Rules.

Cancellation fees are not assigned for incomplete registrations; guidance to ensure fees apply by marking Complete and reviewing Attendee Type.

Guidance on managing partial payments for additional registrations, including marking registrations complete and handling separate payment and registr...

Instructions for sending confirmation emails to registrants who have made partial payments by creating a partial payment email template and a logic ru...

Instructions to mass download attendee profile images by creating a Registrations report and adding a custom column for image file paths.

Step-by-step guide to creating a Registration Changes Report in the Certain platform, including setup, locking, wizard steps, and export formats.

Release notes for 2025 Fall Release #1 (8.3.37), including bug fixes for Agenda Display Options, Registration search, and Session Import.

Release notes for the 2025 Summer Release #6 (8.3.36) of the Certain platform.

Release notes for Summer 2025 Release #4 (8.3.34) covering fixes across Agenda Sections, Country List, Email, Forms, Locations, Session Blocks, Speake...

Release notes for 2025 Spring Release #1 (8.3.24) covering enhancements, bugs, and new features for Admin-Side Save Buttons, Display Rules, and Hotels...

Post-event tasks including closing registrations, refunds, and reporting for the Certain event platform.

Instructions to publish an event for live registrations, including updating status, opening registration forms, and preparing for live use.

Guidance for planning and creating registration reports for events in the Certain platform.

Checklist to get ready for registrants before accepting online registrations.

Step 6 explains how to create marketing elements for an event, including links, website integration, and email templates.

Step-by-step guidance to fill in basic details for an event in the Certain platform.

Help center article explaining how to vary email content based on registrant answers using display rules and content blocks.

Uses Display Rules to include the Personal Agenda in an Email Template and shows how to create and apply the rule.

Summer Release 8.3.8 introduces an Inline Addl Registrations feature to capture multiple attendees on a single form page with up to 200 additional reg...

Step-by-step instructions for creating and customizing registration forms in the Certain platform.

Instructions to enable and use the waitlist option for full agenda items in agenda forms.

Step-by-step instructions for using the search feature across Registrations, Profiles, Events, Forms, and Websites in the Certain Help Center.

Documentation describing how agenda item quantities are displayed in event registrations reports.

Instructions for emailing a group of event registrations using templates in Certain.

Guide explaining how to use Content Blocks and Display Rules to create dynamic email templates based on registration values.

A summary of how many attendees have selected each session instance, including registration status and totals.

Overview of how to use custom questions to collect event-specific registration data in Certain, including definitions, types, headers, and profile que...

Illustrated PDF guide to setting up and using Registration Groups in an event, including enabling the feature in the Event Module.

Group Reports page explains the Group Summary Report for registrations by group, with filtering and export options.

Instructions for assigning a group to selected registrations in the Certain Help Center.

Group List enables managing registrant groups for events, including adding, editing, importing, and assigning attendees, with optional agenda items, s...

Warning about using Sel? and Web? options for Agenda Item Questions and how these options can remove agenda items from registrations.

Help article explaining optional email templates for accepted registrations and the risk of sending duplicate emails.

Steps to import and update accommodation details for registrations in the Certain platform.

Guide to configuring and using Flights and Flight Packages within the Travel Packages sub-module of the Travel Module in Certain.

Guide to using the Registration Groups as Promo Codes module in Certain.

A concise guide listing ten key features to evaluate in an event management platform.

A six-section guide detailing practical ideas to boost engagement with mobile event apps through personalization, gamification, agenda management, cro...

Infographic about using AI prompts to drive registrations, personalize engagement, and deliver Real Event ROI.

Certain’s integration with Stripe enables fast, familiar payments for registration, paid sessions, and add-ons, backed by Stripe’s secure global infra...

Capture Technologies delivers efficient on-site event solutions, specializing in badge printing, registration, and attendee management, with access co...