Form Builder Platform

Instructions to bulk upload translations in Touchpoint by exporting primary language content, translating in Excel, and re-importing.

Instructions to export content from a previous event to a future event in Touchpoint CMS, including exporting to Excel and importing.

Overview of My Credits settings, credit types, session credit values, certificates, and related actions.

Instructions for creating Info items, adding images, applying theming colors, and bulk uploading via spreadsheet.

Touchpoint Stream webinar article describing how the platform hosts interactive virtual and hybrid events and consolidates event content and data.

Overview of how speakers and sessions transfer from the Platform to Touchpoint in the Touchpoint Knowledge Base.

Support article describing data flows from Platform to Touchpoint.

Guidance for bulk uploading agenda sessions into Touchpoint, including required fields, mappings, and import steps.

Step-by-step guidance for troubleshooting access issues to the Touchpoint On Site app, including unlocking attendees, password checks, and dashboard o...

Guidance for bulk uploading content to Touchpoint using separate spreadsheets and the Import Content workflow.

Details on agenda feature settings and management in Touchpoint.

Guidelines for creating and managing Groups and Terms to filter lists in Touchpoint.

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

FAQ covering dashboard refresh, statuses, tracking, retention, and CAN-SPAM compliance for Email Analytics.

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.

Explanation of the 'Please wait' error when the maximum number of Concurrent Registrations is reached and troubleshooting steps.

Overview of navigating the main event components in your account, including the Event List and event-specific tabs such as Plan, Promote, Manage, Enga...

Instructions to customize hyperlink appearance on forms and websites using CSS, including example code.

Overview of managing registrations by working with profiles, including creating profiles, importing registrations, inviting profiles to events, and vi...

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

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

Instructions to embed a Google Map into a form by copying the embed HTML.

Instructions to streamline agenda item entry using Import and Export in the Certain agenda module.

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.

Guidance on adding and formatting custom headers and footers for Certain reports, including PDF and Excel formats.

Instructions to create and modify custom Profile reports, including setup steps, report types, and configuration options.

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

Dashboard page summarizing the current status of session reviews in the Speakers and Sessions management module.

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...

Guide to importing attendees' accommodation reservations via Excel or CSV in Certain.

Procedure for importing accommodation blocks from a CSV file using the Accommodation Import Wizard.

Instructions for importing travel data via CSV in the Travel module, including data types, file prep, and import steps.

The Event Details page in the Certain Help Center allows selecting an event to display event-specific Dynamic Data Fields.

Instructions for creating and managing user-defined columns in Consolidation Reports within the Certain platform.

Documentation on displaying subtotals within groups for event reports, including per-group subtotals, optional group counts, and how to choose Sum, Ma...

Documentation on grouping report data by summary groups in Certain Help Center.

Page with options for report display and print settings for events reports.

Guidance on using Avery Design & Print Online templates with Certain badge layouts when not available in the Certain Badge Layout Editor.

The Event Registration Chronicles dashboard analyzes the pace of registrations across a series of events, with filters and screenshot mode for present...

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

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

Instructions for removing attendees from Certain Platform when the event is integrated with Touchpoint.

Special considerations for updating speaker information in Touchpoint when speakers are synced from Certain Platform or added directly in Touchpoint.

Steps to tag registration statuses with Touchpoint: Synced to pull registrants into Touchpoint from Certain Platform.

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.

Guidance on attaching speakers to sessions and session instances for Touchpoint integration in Certain Platform.

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

Instructions for displaying agenda items in a form using a table in the Certain Help Center.

Guide to creating and navigating the Power Template in the Certain platform.

Improvements to the Event Reports area in Certain Platform 8.0 include a redesigned Report List page, clearer Report Type guidance, grouped Data Field...

Information about ACH refunds when using Certain Platform and instructions for processing refunds outside the platform.

Information on integration settings to use a Stripe account as a payment processor in an event, including unsafe processing warnings, editing settings...

Guide to configuring Google Analytics integration in Certain, including how to obtain a Tracking ID and where to add it.

Guide to creating and managing Sub-Accounts within an Account on the Certain platform.

Extended Display controls the look and feel of Event Forms, Websites, and Emails through HTML-based customization.

Fall 2025 release notes for version 8.3.38, detailing bug fixes across Content Blocks, Forms, Attendee Types, Payment Processing, and Reporting.

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 Summer Release #2 (8.3.32), including bug fixes across Custom Statuses, Email, Event Dashboard, and more.

Release notes for the 2025 Summer Release #3 (8.3.33.1), detailing enhancements, On-Demand Badges, and bug fixes.

Release notes for the 2025 Spring Release #7 (8.3.30) detailing enhancements and bugs fixed.

Release notes for 2025 Spring Release #6 (8.3.29) of the Certain platform, including enhancements and bug fixes.

Release notes for 2025 Spring Release #4 (8.3.27) including bug fixes for session names, agenda items, and display fields.

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

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...

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

Guidance on syncing session related links from Platform to Touchpoint using the Touchpoint: Related Link tag.

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

Guidance on assigning master speakers to sessions and specific instances, including imports.

Guide to adding speakers manually, via import, or with existing profiles in the Certain platform.

Certain enables manual or bulk session creation using Standard or Conference Layouts, including step-by-step import and one-by-one addition.

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

FAQ covering profiles: searching, adding or updating, inviting/registering, exporting, change history, and removing PII.

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.

Instructions to display technical information about the current release of Certain, including how to locate the Release Number.

Guide to searching for Websites in the Certain Help Center, covering search fields, operators, and results navigation

Instructions for searching profiles across accounts, including search fields, operators, wildcards, records limits, and navigation.

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

Instructions to create a promo code with zero-dollar discount in the Certain platform.

Documentation on configuring summary groups for supplier reports in the Certain platform.

Guide to displaying subtotals within groups in supplier reports, including per-group counts and grand totals, and how to select Sum, Maximum, Minimum,...

Guide to adding or editing custom Suppliers reports in the Certain platform.

Help article detailing how to create and manage user-defined columns for Event Reports, including column types, definitions, and examples.

Instructions to customize the header and footer for a custom report in multiple formats, with dynamic data fields and HTML Editor guidance.

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

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

An illustrated PDF describing how to manage Sessions and Speakers in an event. The PDF can be opened or printed and requires enabling the Speaker and ...

Dashboard with real-time graphs for Check-In data, including Over Time, Attendee Type, and Questions Analytics.

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

Documentation on configuring report filters for Profiles in the Certain Help Center, including Date Filters and Advanced Filters.

Documentation describing how to display subtotals in profile reports, including per-group and grand-total options.

Documentation on configuring report groupings for profile reports, including levels, date grouping, and display options.

Options for displaying and printing the selected Profile report, including format, data format, and print settings.

Information about Custom Fields for groups, including how to add, edit, and apply them.

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

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

Guide to upload a preview image for an event template with a recommended size of 200 x 150 pixels.

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

A page to request a Touchpoint Ignite Demo for event management.

Event management software for virtual events to engage audiences, leverage event intelligence, and scale thousands of virtual events.

Event automation platform for in-person events enabling replication, efficiency, branding, scale and insights.

Hybrid event management platform enabling in-person and virtual audiences with engagement tools, branding, templates, and insights.

Learn about the intelligent Event Management Solution from Certain, with whitepapers, guides, infographics, webinars, and more.

Infographic about event ROI: 80% say lead generation is the #1 goal; 48% report any ROI metric.

Infographic describing how Certain’s end-to-end event management solution can convert ice-cold leads into warm opportunities.

Infographic detailing ten key features of event management software to drive quality data and real-time insights.

Infographic with tips for booking face-to-face sales meetings during events to drive pipeline.

Explore Certain's Event Management Technology Solutions, including Manage Events, Engage Attendees, and Analyze Performance.

Download this infographic to learn about how combining data from marketing automation and events is a powerful way to deliver ROI.

Infographic explaining how to transform raw event data into quality insights through a structured data lifecycle.

Infographic describing how to tailor attendee engagement to registration type for hybrid events.

Infographic about how marketing events are changing and related resources from Certain.

Infographic detailing how events drive revenue.

Research shows the C-Suite is more and more involved in day-to-day decision-making, and events strategy buy-in is more important than ever.

Video on demand overview of Certain's event management technology solutions including Manage Events, Touchpoint, Event Intelligence, and additional re...

We help you track and analyze your event data and send signals to improve attendance, engagement, and revenue across all events, including hybrid, in-...

Infographic outlining best practices for an event data strategy to engage attendees and drive measurable outcomes.

Event data plays a crucial role in driving business outcomes by empowering marketing professionals to make informed decisions. This guide covers every...

Infographic detailing how Certain's event management technology helps data-driven marketers and event professionals.

Infographic describing how digital events deliver business objectives and showcasing Certain's event management technology solutions.

Video on demand webinar about uncovering attendee priorities, needs, and interests; how to ask the right questions, interpret behavior, and detect int...

Infographic about how Certain Signal filters noise to enable real-time action on event data.

An infographic describing how events generate data and the importance of using the right technology to interpret it.

An eBook detailing how AI and event intelligence drive attendee engagement and revenue at events.

A hub of guides, infographics, videos, webinars, and whitepapers on event marketing and management.

Video-on-demand resources and learning content for event marketing and management.

Learning center with infographics and resources on event marketing and management.

Resources from Certain at IMEX America 2024, including event intelligence playbooks and guides.

FAQ detailing who uses event automation software and related solutions.

FAQ describing how to track event attendees and participants using spreadsheets, marketing automation, CRM, or end-to-end event management systems.

Rockwell Automation partnered with Certain to centralize global event data, improving efficiency, lead quality, and global scale.

National Instruments uses Certain's end-to-end event management platform to accelerate lead generation and reduce event-related costs.

Contact page for Certain with a form to connect, and information for support and billing contacts.

Three strategies to increase sponsor loyalty including attendee engagement, early bird discounts with post-event surveys, and sharing event learnings.