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Registration Groups in Certain
Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.
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Content Display
Details on configuring Display Fields, Content Blocks, and Display Rules for event forms, websites, and emails in the Certain platform.
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Adding Existing Profiles to a New Event
Instructions to add existing Profiles to a new Event either by importing Registrations or by inviting Profiles.
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Countries Available in Certain
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...
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Settings: Custom Statuses
Guide to creating and managing custom registration statuses in Certain's event planning platform.
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Event Setup: Contact
Information on creating and editing Registration Contacts and how contact information appears in emails, on the website, and on forms.
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Event Setup: Attendee Types
Overview of Attendee Types, their uses, and how to set up new Attendee Types in an event.
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Accommodations Guide
Overview of the Accommodation Module in Certain, including enabling, workflow, hotels, room types, blocks, sub-blocks, forms, roommates, and registrat...
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Missing Potential Duplicates under Registrations To Review
Guide on locating potential duplicate registrations when an event has many registrations, including using Excel for large data sets.
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Modifying Registration Details
Instructions to locate and modify a registration in Certain.
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Troubleshooting - Payment Info Saving but not Processing on Complete Registratio...
Step-by-step troubleshooting for payment processing on complete registrations in Certain's form-based payments.
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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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Error when no Form in the Event is marked as Primary
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.
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Assigning Speaker Attendee Type Using Logic
Steps to auto-assign a Speaker Attendee Type to speakers via form logic in Plan.
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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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Form Password Options
Two methods to help Registrants access password-protected forms: Forgot Password email templates and Reg ID URL approach.
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Attendee Type Waitlisting - How does it work?
Instructions for manual waitlisting: identify waitlisted attendees, set Reg status, configure rules, and notify waitlisted attendees via custom HTML.
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How to enable a Forgot Password Reset Link
Guide to enabling the Forgot Password reset link for Registration Forms on the Certain platform.
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How to set up Custom Registration Questions
Guide to creating and configuring custom registration questions for events, including question types and display options.
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General FAQ - Importing Registration Data
FAQ detailing methods to import registrations for an event, including external data files and CRM connectors, and creating registrations from profiles...
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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 - All Registrations by Status Report
The All Registrations By Status report shows complete and incomplete registrations grouped by registration status for an event.
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Registration Overview
Overview page for administrators detailing the data sections in the Registration area of Account Settings.
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Profiles Area Options
Overview of the Profiles Area Options, including finding, editing, adding, and importing profiles, and how registrations link to profiles.
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Promo Codes – Quick Guide
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...
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Hotels
Page describing how to set up hotels for events, including hotel records, blocks, and supplier details.
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Event Intelligence - Review the performance of multiple events
Overview of the Event Program Analysis dashboard within Certain's Event Intelligence, detailing how it tracks registrations, attendees, and cost metri...
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Event Intelligence - Review the performance of a single event
Guide to using the Performance Dashboard for a single event in Event Intelligence, including totals, demographics, and session data.
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Event Intelligence - Key Metrics
High-level Key Metrics dashboard for event performance across registrations, attendance, engagement, and ROI.
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Importing Registrations
Instructions for importing and updating Registrations using key fields such as Profile Unique ID, External ID, and Username.
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Special Characters on Content Block and Display Rules
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...
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Creating a Registration Profile in an Event for Existing Speakers
Instructions to create or link a Registration Profile for an existing Speaker in an Event, using a Form or not using a Form.
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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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Adding Questions to a Form
Guide on adding Custom Profile and Registration questions to a form using Registrant Details, Question Sections, and Logic Rules.
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Incomplete Registrants And Cancellation Fees
Cancellation fees are not assigned for incomplete registrations; guidance to ensure fees apply by marking Complete and reviewing Attendee Type.
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Partial Payments with Additional Registrations
Guidance on managing partial payments for additional registrations, including marking registrations complete and handling separate payment and registr...
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Sending Confirmation Emails When Allowing Partial Payments on a Form
Instructions for sending confirmation emails to registrants who have made partial payments by creating a partial payment email template and a logic ru...
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Mass Download of Profile Images using a Report
Instructions to mass download attendee profile images by creating a Registrations report and adding a custom column for image file paths.
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Reports: How to create a Registration Changes Report
Step-by-step guide to creating a Registration Changes Report in the Certain platform, including setup, locking, wizard steps, and export formats.
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2025 Fall Release #1 (8.3.37)
Release notes for 2025 Fall Release #1 (8.3.37), including bug fixes for Agenda Display Options, Registration search, and Session Import.
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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 Summer Release #4 (8.3.34)
Release notes for Summer 2025 Release #4 (8.3.34) covering fixes across Agenda Sections, Country List, Email, Forms, Locations, Session Blocks, Speake...
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2025 Spring Release #1 (8.3.24)
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...
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Build and Manage an Event - Step 10
Post-event tasks including closing registrations, refunds, and reporting for the Certain event platform.
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Build and Manage an Event - Step 8
Instructions to publish an event for live registrations, including updating status, opening registration forms, and preparing for live use.
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Step 9: Plan and Create Reports
Guidance for planning and creating registration reports for events in the Certain platform.
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Build and Manage an Event - Step 7
Checklist to get ready for registrants before accepting online registrations.
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Build an Event - Step 6
Step 6 explains how to create marketing elements for an event, including links, website integration, and email templates.
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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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Customizing Emails Based on Different Registrant Factors/Values
Help center article explaining how to vary email content based on registrant answers using display rules and content blocks.
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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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Inline Additional Registrations
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...
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Build and Manage an Event - Step 3
Step-by-step instructions for creating and customizing registration forms in the Certain platform.
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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
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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Agenda Item Quantities
Documentation describing how agenda item quantities are displayed in event registrations reports.
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Email a group of registrations
Instructions for emailing a group of event registrations using templates in Certain.
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Dynamic Emails Guide
Guide explaining how to use Content Blocks and Display Rules to create dynamic email templates based on registration values.
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Event Session Summary Report
A summary of how many attendees have selected each session instance, including registration status and totals.
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Custom Questions
Overview of how to use custom questions to collect event-specific registration data in Certain, including definitions, types, headers, and profile que...
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Registration Groups – Quick Guide
Illustrated PDF guide to setting up and using Registration Groups in an event, including enabling the feature in the Event Module.
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Group Reports
Group Reports page explains the Group Summary Report for registrations by group, with filtering and export options.
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Assign Groups
Instructions for assigning a group to selected registrations in the Certain Help Center.
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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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Sel? and Web? options
Warning about using Sel? and Web? options for Agenda Item Questions and how these options can remove agenda items from registrations.
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'Send Email' for accepted registrations
Help article explaining optional email templates for accepted registrations and the risk of sending duplicate emails.
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How to Import Accommodation Details
Steps to import and update accommodation details for registrations in the Certain platform.
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Travel Packages (Flights) Guide
Guide to configuring and using Flights and Flight Packages within the Travel Packages sub-module of the Travel Module in Certain.
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Promo Codes Guide
Guide to using the Registration Groups as Promo Codes module in Certain.
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10 Things to Look for in the Best Event Management Software
A concise guide listing ten key features to evaluate in an event management platform.
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Connect More! 19 Ideas for Greater Event App Engagement
A six-section guide detailing practical ideas to boost engagement with mobile event apps through personalization, gamification, agenda management, cro...
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The Event Marketer’s Guide to Generative AI Prompts
Infographic about using AI prompts to drive registrations, personalize engagement, and deliver Real Event ROI.
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Stripe | Partner
Certain’s integration with Stripe enables fast, familiar payments for registration, paid sessions, and add-ons, backed by Stripe’s secure global infra...
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Capture Technologies | Partner
Capture Technologies delivers efficient on-site event solutions, specializing in badge printing, registration, and attendee management, with access co...