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Form Password Options
Two methods to help registrants access password-protected forms on Certain: Forgot Password and Reg ID URL approach.
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Email FAQ - Sending Email
Two methods to send email from within the Certain Platform: to a single registrant or to a group of registrants.
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Adding Questions to Agenda Items
Guide on assigning custom questions to agenda items within event planning.
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Custom Report Header and Footer (Account Settings)
Instructions to add and format a custom header and footer for reports using the HTML Editor in Account Settings.
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Email (Profile)
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,...
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Tier: Add/Edit
Instructions for adding and editing tiers in the Speakers and Sessions management module.
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Dynamic Emails Guide (PDF)
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...
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Custom Report Header and Footer (Consolidated Reports)
Instructions to add and format a custom header and footer in Consolidated Reports using the HTML Editor, including supported formats and data fields.
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Session Blocks
Overview of Session Blocks and how to create them to control display of sessions in emails.
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Forms FAQ - Creating Form Section Headers
Details on configuring Form Section Headers, including Text Above Header, Header Text, Text Below Header, default values, and header behavior.
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Accommodations (Attendee Form)
Instructions for configuring accommodations within the Attendee Form, including entry, listing, payment options, labels, questions, and roommate setti...
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Confirmation (Attendee Form)
Instructions and settings for configuring the confirmation page and related features of an event registration form in the Certain platform.
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Questions (Registration Form)
Help Center article detailing the Questions sections for registration forms.
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Specify Custom Report Header and Footer (Supplier Reports)
Instructions to add a custom header and footer to supplier reports using the HTML Editor and data fields.
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PAGE (Custom Report Header and Footer)
Instructions to customize the header and footer for custom reports across formats including HTML, PDF, and Excel, with dynamic fields and HTML Editor ...
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Digital Events Email Templates
Email template for the hourly email sent to new digital event registrants; editable when the Digital Events module is enabled.
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Scheduled Emails
Overview of how to view and manage scheduled emails in Certain.
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Reviewer Email Templates
Help Center article detailing how to manage reviewer email templates, including From/Reply To, subject, message, dynamic fields, attachments, and edit...
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Custom Report Header and Footer (Profile Reports)
Documentation on adding a custom header and footer to Profile Reports using the HTML Editor, with supported formats and field insertion.
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How to create, edit and delete an email template
Step-by-step instructions to create, edit, and delete an email template in an event via Promote > Communication > Email Templates.
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Scheduling Emails Guide
Instructions for scheduling emails to registrants in Certain Platform using Email Templates.
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2025 Summer Release #2 (8.3.32)
Release notes for Summer 2025 Release #2 (8.3.32) of the Certain platform.
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2025 Spring Release #3 (8.3.26)
Release notes for 2025 Spring Release #3 (8.3.26), detailing bug fixes across accounts, agenda items, emails, forms, itineraries, imports, and the spe...
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The Event Marketer’s Guide to Generative AI Prompts
Infographic and resources for event marketers on using generative AI prompts and event management technology.
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Color Theming
Guide to color theming options, defaults, and editor mappings for Touchpoint color themes.
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Fully customize an Email Template in Certain
Instructions for creating fully customized email templates for events or forms in the Certain platform, with styling tips and an example.
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Error when no Form in the Event is marked as Primary
Explains an error when no Event Form is marked as Primary and how to designate a Primary Form to fix the issue.
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General FAQ - Publishing Forms and Websites
Overview of how Certain publishes forms and websites and how to deliver their URLs to attendees.
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Reports FAQ - Collecting Multi-Event Data for Consolidation Reports
Information about collecting and managing multi-event data for Consolidation reports in Certain.
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Support or Helpdesk Hours and Contact Information
Details on support hours, urgent assistance, and the helpdesk email for Certain platform.
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Badges Guide
Guide to configuring and generating badges in Certain, describing the Badges V2 module.
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Special Characters on Content Block and Display Rules
Best practices for naming Content Blocks and Display Rules to avoid server errors and issues with email templates.
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Setting Up Reviewers -- Adding/Importing/Login
Instructions for creating and importing reviewers, and reviewer email templates.
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Single or Multiple Session Review Tiers
Certain enables up to five review tiers, including a Default Tier, with per-tier due dates, privileges, and email templates for session reviews.
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Special Characters in Display Rule or Custom Block Name
Guidance on avoiding special characters in Display Rule or Custom Block names to prevent errors in Email Templates.
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Administrators - Account-Level Custom Profile Data
Overview of account-level profile data, custom questions, and default fields in Certain Platform.
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Adding Questions to a Form
Guidance on adding custom questions to a form in the Certain platform.
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Sending Confirmation Emails When Allowing Partial Payments on a Form
Instructions for sending confirmation emails to registrants with partial payments by creating a partial payment email template and a logic rule.
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Primary Display Setup
Guidance on configuring the primary display settings to adjust colors, fonts, header/footer, and layout for forms and emails.
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2025 Summer Release #4 (8.3.34)
Release notes for 2025 Summer Release #4 (8.3.34) detailing bug fixes across agenda grouping, country list, email links, registrations data transfer, ...
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Build and Manage an Event - Step 6
Step 6 describes creating marketing elements for an event, including links, websites, and email templates.
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How to add a link to an image or banner using an HTML editor
Step-by-step guide to add a hyperlink to an image or banner in an HTML editor on the Certain platform.
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Customizing Emails Based on Different Registrant Factors/Values
Guidelines to customize email content for different registrant answers using content blocks and display rules in Certain's event setup.
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Adding an email address as a hyperlink
How to convert an email address in an email template into a clickable hyperlink.
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Adding file attachments for email templates
Instructions to attach a file to email templates in Certain, including single attachments, zip files, and external links.
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Digital Events - How to Share Webcast/Webinar Details using Email and Session Ca...
Guidance on sharing webcast join details via email templates and linking to the Session Catalog for Digital Events.
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Appending Agenda Items to an Email Template
Guidance on using Display Rules to include Personal Agenda items in an Email Template.
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Certain 7.0.4 Release Notes
Release notes for Certain 7.0.4, detailing enhancements and bug fixes.
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Custom Question Information (Attendee Answers)
Guidance on viewing and editing attendee responses to custom registration questions and related notes.
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Registration - Automatic Event Waitlisting
Overview of Automatic Event Waitlisting: automatically waitlists registrants when capacity is full and registers them when spaces open.
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Setting Up a Digital Event
Guidance on configuring digital events with Zoom or ON24 and Certain Signal, including prerequisites and step-by-step setup.
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General FAQ - Using the HTML Editor
Overview and usage instructions for the HTML Editor in Certain's Help Center.
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General FAQ - Sending Emails
Overview of when the system sends emails and how to compose and send emails to groups or individuals.
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Registration Confirmations
Guide to creating a custom registration confirmation for events, including text fields, barcode inclusion, and section headers.
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Questions Section Details (Registration Form)
Instructions for adding and configuring a Questions section in a registration form within the Certain platform.
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Enable Forgot Password
Instructions for enabling the Forgot Password options in the Entry form, including default text values and error messages.
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Using Forgot Password in Forms Guide
Step-by-step instructions to enable and use the Forgot Password feature in Certain forms.
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Agenda Items: Advanced (Custom Questions)
Legacy feature to attach custom questions to agenda items in event registrations; guidance and cautions.
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Questions
The Questions page explains how to create and configure custom questions for registration forms and related areas in Certain.
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Email a group of registrations
Instructions to send an email to multiple registrations using a template, with optional attachments and itinerary.
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Printable Confirmations (Event-Level)
Instructions for creating and printing event-level printable confirmation templates, including header content, barcodes, and notes.
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Speaker Email Templates
Help article describing how to manage speaker email templates, including creation, editing, fields, and attachments.
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Removing extra bullet points when using Content Block on email templates
Guidance to prevent extra bullet points in Outlook when using Content Block in email templates by inserting a hidden div.
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Dynamic Emails Guide
Guide on using Content Blocks and Display Rules to create dynamic email templates based on registration values.
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Email Templates
Overview of email template creation, editing, scheduling, and attachments for event communications in the Certain platform.
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Email (Attendee)
Instructions for sending emails to registrants from the Attendee email feature in Certain Event Management.
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Check-In: Question Configuration
Guidance on configuring custom profile and registration questions for the Check-In feature in Certain.
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Printable Confirmations (Account-Level Templates)
Instructions for creating and editing account-level printable confirmation templates in Certain's Help Center.
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Content Blocks (At Account Level)
Guide to creating and managing account-level HTML content blocks in Certain's platform.
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Custom Profile Data
Guidance on profile data, custom questions, default fields, and imports for registration in Certain.
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Custom Questions
Overview of using custom questions to collect event-specific registration data in Certain.
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Send Email for accepted registrations
Notes on when to select an email template for accepted registrations in Certain's workflow.
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Session Reminders
Session Reminders lets you automatically send scheduled reminder emails for sessions with templates and analytics.
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The Top 10 Best Event Management Software Features
An infographic detailing ten essential features for top event management software and related resources.
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Setting Up Your Sales Meetings for Success
Infographic with tips for setting up successful sales meetings at events.
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Post-Event Metrics to Deliver
Tracking key post-event metrics around demand and pipeline creation to showcase how events deliver on business goals.
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Marketing Event Automation Simplified
Infographic about combining data from marketing automation and events to deliver ROI. Includes resources and solutions for event marketers.
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The Event Data Orchestration Cycle
Infographic detailing a structured data lifecycle to transform raw event data into actionable insights.
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How Marketing Events are Changing
Infographic describing how marketing events are changing and the expanded role of event marketers.
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Event Data Strategy Best Practices
Guidance on collecting and using attendee data to personalize engagement and achieve measurable outcomes.
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Delivering Business Objectives Through Digital Events
Infographic about delivering business objectives through digital events and related resources.
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Certain Signal: Event Data in Action
Infographic about filtering noise in event data to enable real-time action by sales and marketing teams.
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4 Steps to Better Understand Your Audience
Infographic explaining how to understand audience data from events and how to act using technology.
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Thank You For Visiting Our Booth At IMEX America 2023!
Thanks to visitors at IMEX America 2023. This page highlights resources on Event Intelligence, Event Management, and Event Engagement.