Form and Email Templates

Two methods to help registrants access password-protected forms on Certain: Forgot Password and Reg ID URL approach.

Two methods to send email from within the Certain Platform: to a single registrant or to a group of registrants.

Guide on assigning custom questions to agenda items within event planning.

Instructions to add and format a custom header and footer for reports using the HTML Editor in Account Settings.

You can send Email messages to individual profile contacts using this Email page. The page provides fields for To, Reply To, CC, BCC, Append, Subject,...

Instructions for adding and editing tiers in the Speakers and Sessions management module.

A help-center page describing a PDF guide on creating dynamic email templates using Content Blocks and Display Rules to vary content by registration v...

Instructions to add and format a custom header and footer in Consolidated Reports using the HTML Editor, including supported formats and data fields.

Overview of Session Blocks and how to create them to control display of sessions in emails.

Details on configuring Form Section Headers, including Text Above Header, Header Text, Text Below Header, default values, and header behavior.

Instructions for configuring accommodations within the Attendee Form, including entry, listing, payment options, labels, questions, and roommate setti...

Instructions and settings for configuring the confirmation page and related features of an event registration form in the Certain platform.

Help Center article detailing the Questions sections for registration forms.

Instructions to add a custom header and footer to supplier reports using the HTML Editor and data fields.

Instructions to customize the header and footer for custom reports across formats including HTML, PDF, and Excel, with dynamic fields and HTML Editor ...

Email template for the hourly email sent to new digital event registrants; editable when the Digital Events module is enabled.

Overview of how to view and manage scheduled emails in Certain.

Help Center article detailing how to manage reviewer email templates, including From/Reply To, subject, message, dynamic fields, attachments, and edit...

Documentation on adding a custom header and footer to Profile Reports using the HTML Editor, with supported formats and field insertion.

Step-by-step instructions to create, edit, and delete an email template in an event via Promote > Communication > Email Templates.

Instructions for scheduling emails to registrants in Certain Platform using Email Templates.

Release notes for Summer 2025 Release #2 (8.3.32) of the Certain platform.

Release notes for 2025 Spring Release #3 (8.3.26), detailing bug fixes across accounts, agenda items, emails, forms, itineraries, imports, and the spe...

Infographic and resources for event marketers on using generative AI prompts and event management technology.

Guide to color theming options, defaults, and editor mappings for Touchpoint color themes.

Instructions for creating fully customized email templates for events or forms in the Certain platform, with styling tips and an example.

Explains an error when no Event Form is marked as Primary and how to designate a Primary Form to fix the issue.

Overview of how Certain publishes forms and websites and how to deliver their URLs to attendees.

Information about collecting and managing multi-event data for Consolidation reports in Certain.

Details on support hours, urgent assistance, and the helpdesk email for Certain platform.

Guide to configuring and generating badges in Certain, describing the Badges V2 module.

Best practices for naming Content Blocks and Display Rules to avoid server errors and issues with email templates.

Instructions for creating and importing reviewers, and reviewer email templates.

Certain enables up to five review tiers, including a Default Tier, with per-tier due dates, privileges, and email templates for session reviews.

Guidance on avoiding special characters in Display Rule or Custom Block names to prevent errors in Email Templates.

Overview of account-level profile data, custom questions, and default fields in Certain Platform.

Guidance on adding custom questions to a form in the Certain platform.

Instructions for sending confirmation emails to registrants with partial payments by creating a partial payment email template and a logic rule.

Guidance on configuring the primary display settings to adjust colors, fonts, header/footer, and layout for forms and emails.

Release notes for 2025 Summer Release #4 (8.3.34) detailing bug fixes across agenda grouping, country list, email links, registrations data transfer, ...

Step 6 describes creating marketing elements for an event, including links, websites, and email templates.

Step-by-step guide to add a hyperlink to an image or banner in an HTML editor on the Certain platform.

Guidelines to customize email content for different registrant answers using content blocks and display rules in Certain's event setup.

How to convert an email address in an email template into a clickable hyperlink.

Instructions to attach a file to email templates in Certain, including single attachments, zip files, and external links.

Guidance on sharing webcast join details via email templates and linking to the Session Catalog for Digital Events.

Guidance on using Display Rules to include Personal Agenda items in an Email Template.

Release notes for Certain 7.0.4, detailing enhancements and bug fixes.

Guidance on viewing and editing attendee responses to custom registration questions and related notes.

Overview of Automatic Event Waitlisting: automatically waitlists registrants when capacity is full and registers them when spaces open.

Guidance on configuring digital events with Zoom or ON24 and Certain Signal, including prerequisites and step-by-step setup.

Overview and usage instructions for the HTML Editor in Certain's Help Center.

Overview of when the system sends emails and how to compose and send emails to groups or individuals.

Guide to creating a custom registration confirmation for events, including text fields, barcode inclusion, and section headers.

Instructions for adding and configuring a Questions section in a registration form within the Certain platform.

Instructions for enabling the Forgot Password options in the Entry form, including default text values and error messages.

Step-by-step instructions to enable and use the Forgot Password feature in Certain forms.

Legacy feature to attach custom questions to agenda items in event registrations; guidance and cautions.

The Questions page explains how to create and configure custom questions for registration forms and related areas in Certain.

Instructions to send an email to multiple registrations using a template, with optional attachments and itinerary.

Instructions for creating and printing event-level printable confirmation templates, including header content, barcodes, and notes.

Help article describing how to manage speaker email templates, including creation, editing, fields, and attachments.

Guidance to prevent extra bullet points in Outlook when using Content Block in email templates by inserting a hidden div.

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

Overview of email template creation, editing, scheduling, and attachments for event communications in the Certain platform.

Instructions for sending emails to registrants from the Attendee email feature in Certain Event Management.

Guidance on configuring custom profile and registration questions for the Check-In feature in Certain.

Instructions for creating and editing account-level printable confirmation templates in Certain's Help Center.

Guide to creating and managing account-level HTML content blocks in Certain's platform.

Guidance on profile data, custom questions, default fields, and imports for registration in Certain.

Overview of using custom questions to collect event-specific registration data in Certain.

Notes on when to select an email template for accepted registrations in Certain's workflow.

Session Reminders lets you automatically send scheduled reminder emails for sessions with templates and analytics.

An infographic detailing ten essential features for top event management software and related resources.

Infographic with tips for setting up successful sales meetings at events.

Tracking key post-event metrics around demand and pipeline creation to showcase how events deliver on business goals.

Infographic about combining data from marketing automation and events to deliver ROI. Includes resources and solutions for event marketers.

Infographic detailing a structured data lifecycle to transform raw event data into actionable insights.

Infographic describing how marketing events are changing and the expanded role of event marketers.

Guidance on collecting and using attendee data to personalize engagement and achieve measurable outcomes.

Infographic about delivering business objectives through digital events and related resources.

Infographic about filtering noise in event data to enable real-time action by sales and marketing teams.

Infographic explaining how to understand audience data from events and how to act using technology.

Thanks to visitors at IMEX America 2023. This page highlights resources on Event Intelligence, Event Management, and Event Engagement.