Form Design and Fields

Guide to configure Google Analytics tracking in Certain, including steps to add Tracking IDs to various pages and sources.

Guidance on CSV file encoding and character sets for import files.

Overview of account administration features in Certain: account settings, administration, registrations, management, reports, and implementation.

Overview of three methods to enter registration data into an event database: manual entry, bulk import, and online forms.

Warning about using Sel? and Web? options for Agenda Item Questions and how Answer Value affects agenda items in registrations.

Documentation on using the Send Email option for accepted registrations in Certain's event workflow.

FAQ covering common tasks for managing forms in the Certain Help Center.

Overview of the HTML Editor in Certain Help Center, including usage, modes, and security considerations.

Overview of logic rules for Attendee Form in Certain Plan registration.

Instructions for importing registrations, registration agenda items, or session instances into the registrations database for an event.

Details of a person's Profile record, including contact info, external IDs, event registrations, and history.

Guide for assigning user types to Certain Users and the permissions of each User Type.

Guide to using the built-in Forgot Password feature in Certain forms, including email templates and form setup.

Guide for scheduling emails to registrants within Certain Platform, including enabling, setting up, and managing scheduled emails.

Partner page describing metroConnections as a single source for creating and managing the entire event experience.

Guide to configuring Google Analytics in Certain, including how to obtain and add a Tracking ID to various pages.

Details on 7.1.7 Add to Calendar updates, including AddEvent integration and configuration changes.

Step-by-step guidance to close event registration using Forms or Event Status in the Certain Help Center.

Instructions to streamline agenda item entry using Import and Export in the Certain platform, including steps and column tips.

Overview of account structures, sub-accounts, and customizing profile questions for configuring access and data separation in the Certain platform.

Overview of how Certain creates and shares URLs for online forms and websites and how to deliver them to attendees.

Overview of registrations and profiles, including creation, modification, and relationship of registrations to profiles.

Overview of managing profiles, difference from registrations, custom profile data, profile management, messaging, online access, and account structure...

Overview of methods to create events in Certain: from scratch, copy existing, or from a template.

Instructions to add a custom header and footer to reports using the HTML Editor, including data field insertion and output format notes.

Instructions for creating and configuring custom profile reports in Certain's Help Center.

Overview of the Profiles area features including Find, Edit, Add, and Import Profiles and how Profiles relate to Registrations.

Instructions to import attendees' accommodation reservations into an event from Excel or CSV files.

Overview of the Event Details Page in the Certain Help Center, including access path and dynamic data fields for event information.

Documentation for the Website Display feature, detailing the Display Shell, Dynamic Data Fields, and styling attributes.

Instructions to add a custom header and footer to reports in Certain's Consolidated Reports, including HTML Editor usage and PDF/Excel format notes.

Instructions for selecting and ordering data fields in Consolidation Reports within the Certain platform.

Options for display and print settings of event reports in Certain.

Step 7 provides a readiness checklist for online registrations.

Frequently asked questions about profiles in the Certain Help Center.

Overview of the Meeting Requests Home page in the Certain Help Center, detailing list view, filters, and actions.

Overview of formats for delivering reports: HTML, PDF, Excel, CSV, and TXT.

Profiles can be exported from the Report Results window by selecting profiles and choosing an export or print format.

Instructions to invite or register profiles for an event in the Certain Help Center.

Guidance for searching profiles using standard and advanced filters, including wildcard searches.

Release notes detailing enhancements and bug fixes for Certain 7.1.5.

Release notes for Certain 7.1.4 detailing bug fixes across admin interface, country list, email, forms, groups, reporting, and session management.

Release notes for Certain platform version 7.1.3 including enhancements and bug fixes.

Release notes for the Certain platform version 7.0.7, including bug fixes across modules.

Release notes for Certain platform version 7.0.5 detailing enhancements and bug fixes.

Release notes for Certain 7.0.6 detailing enhancements and bug fixes across admin, forms, reporting, and Zoom integration.

Release notes for Certain 7.0.4 including enhancements and bug fixes.

Release notes for Certain 7.0.2 including enhancements and bug fixes.

Release notes for Certain 7.0.1 detailing enhancements and bug fixes.

List of links to previous release notes for Certain versions.

Message labels and default values for required fields in the Certain Help Center forms.

Instructions to view imported registration data in Certain by clicking the underlined number in the All Registrations By Status area.

Overview of the Global Links and Primary Navigation in the Certain help center.

Steps to import and update accommodation details for registrations, with templates and resources.

Explanation of the Primary Form designation, editing, and related behavior in Certain's form setup.

Overview of how Certain handles email deliverability and spam filtering, including From address considerations and DNS changes.

Guidance on setting Name, Code, and Label/Display values for items in Certain, including definitions and examples.

Instructions to activate waitlists for full agenda items within each agenda section of a form.

Overview of the Event List page shown after login, including filters, columns, and actions.

Guide to searching for profiles across accounts using fields, operators, text, and pagination in the Certain Help Center.

Guide to using the Search feature across Registrations, Profiles, Events, Forms, and Websites.

Guidance for searching registrations across events and accounts, including criteria fields, operators, wildcards, pagination, and sorting.

Instructions for creating and configuring account-level websites in Certain.

Instructions for linking an external website to a Certain registration form.

Instructions on configuring the order of form sections and how to reorder registrant details, attendee types, questions, and agenda items.

Guidance on configuring the Agenda Search filters, including field labels, pagination, and no-results messaging.

Steps to create a new registration form, including how to access the Create a New Form page and copy an existing form.

Instructions for editing a form in the Certain platform, including left navigation functions and split-screen preview tips.

Instructions for previewing forms in Certain's Form builder, including split screen edit mode and preview–edit toggling.

Guidance on creating and managing event templates in Certain's Help Center.

Instructions for copying an existing event using the Copy Event wizard, detailing steps, fields, and notes.

Instructions for reviewers using the Event List in Certain, including access, sorting, and event column details.

Overview of the Event List in the Certain Platform Help Center, including how to add, export, filter, and view events.

Instructions to add and configure Custom HTML sections in a registration form, including headers, HTML content, and display conditions.

Guide to using Custom HTML sections within registration forms, including creation, naming, and management of up to 20 sections.

Instructions for configuring and using Additional Registrations on a single order form, including form setup, transfer of primary to additional regist...

Create custom, personalized registration confirmations for events using dynamic fields, links, barcodes, and section headers.

Guide to configuring promo codes for attendee forms, including setup, sequence placement, and error handling.

Guidance on configuring and using Session Sections, Session Templates, and Speaker templates within Attendee Forms on the Certain platform.

Guide for configuring and using the Questions sections in a registration form, including prerequisites, sections, verify/confirm, and backward compati...

Guidance for configuring attendee registration forms in the Certain platform, including sections, setup information, page layouts, and advanced settin...

A brief PDF guide to the cookies added to registrants' browsers by forms and webpages created with Certain; highlights essential cookies for admin-sid...

Guide to creating a new registration form in Certain's Plan > Forms, including setup, page layout, display settings, and advanced options.

Configuration options for the look and feel of event forms, websites, and emails.

Instructions to add and edit custom Event Display Fields for use in events, including Primary Display and Extended Display with Dynamic Data Fields.

Instructions for selecting, ordering, and renaming data fields in supplier report columns.

Configuration of display, data export, and print settings for Supplier Reports in the Certain platform.

Guide to adding and formatting custom headers and footers for supplier reports using the HTML Editor.

Documentation on selecting and ordering data columns for Event Reports in the Certain platform.

Instructions to customize headers and footers for a custom report across formats, including dynamic data fields and the HTML Editor.

Options to control display and print formatting for Event Reports in the Certain Help Center.

Overview of the Event Reports List, including running, adding, copying, and filtering reports.

Guide to setting up and using Google Analytics in the Certain platform, including website profiles, tracking IDs, and per-page URLs.

Guide detailing essential and non-essential cookies used by the Certain platform, with browser instructions for accessing cookie data.

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

Instructions for creating and using event-level printable confirmation templates, including headers, barcodes, sections, and notes.

Help Center article detailing how to add and format custom headers and footers for profile reports, including supported formats and data-field usage.

Documentation on building and using report filters for Profiles, including Date Filters and Advanced Filters.

Instructions for displaying subtotals in printable Profiles reports, including grouping and total options.

Instructions to select, reorder, and customize data columns for profile reports in the Certain platform.

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

Guidance on using the Search Profiles page to filter and locate profiles within the Certain Help Center.

Overview of the Profile List in the Certain Help Center, including the Profile concept and how to add, find, import, and edit profiles.

Guide to create or modify a profile in Certain's Help Center, including required fields and data sections.

Guide to configuring account-level HTML content blocks in the Certain platform, including usage in emails, forms, websites, and conditional display ru...

Release notes for the 2025 Fall Release #2 (8.3.38) of the Certain platform.

Release notes for 2025 Summer Release #5 (8.3.35) including fixes for Forms>Inline Additional Registrations, Attendee Types to Display, and updates to...

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

Release notes for the 2025 Spring Release #6 (8.3.29), detailing enhancements and bug fixes.

Grand Connection scaled events using Certain’s Smart Event Technology to streamline workflows, engage attendees, and maximize ROI.

Certain congratulates Thomson Reuters on Stevie Awards wins for SYNERGY2024 and highlights the role of AI-powered event technology.

Form to request a demo of Certain Event Advisor with fields for First Name, Last Name, Company, and Work Email.

Form to request a demo of Certain Buying Signals

Overview of available user types and how to assign access and permissions in Certain.

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

Instructions for bulk uploading translated content in Touchpoint when multiple languages are enabled.

Guide to creating and applying Event Templates in Touchpoint to reuse colors, layouts, and settings across events.

Documentation on creating and managing Groups and Terms to filter resources in Touchpoint.

Two methods to add existing profiles to a new event as registrations: Importing Registrations and Inviting Existing Profiles.

Explains how the ISO Country list determines available countries in the Country drop-down and how to configure the Country field in forms.

Instructions to add and manage suppliers for an event in the SMM module of Certain.

Overview of the Accommodation Module in Certain, including enabling, statuses, hotels, room types, blocks, sub-blocks, forms, and roommate management.

Guidance on resolving issues with dynamic data fields not rendering in email templates when recipients are marked as Test Registrants.

Learn how to enable and use Web Integration Links to customize attendee experiences by inserting dynamic data into emails and forms.

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

Guide on identifying potential duplicate registrations when an event has more than 5,000 registrations, using an exported Excel file.

Guide describing how to modify hyperlink appearance on forms and websites using CSS.

Instructions for creating and managing Profiles within the Certain platform, including manually creating Profiles, importing Registrations, inviting o...

Instructions for administrators to configure a PayPal account within Certain.

Guidance on enforcing email uniqueness for forms and resolving login errors when an email address already exists.

Instructions to enable and configure the event waitlist, including capacity setup, waitlist status, email notifications, and queue management.

Step-by-step guide to auto-assign a Speaker Attendee Type using form logic in the Certain platform.

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

Details on how Certain displays date-time stamps in PST and how event and form times are determined.

Workaround using Avery's online design tool to create templates, merge with Certain data, and print or export to PDF.

The Event Registration Chronicles dashboard helps analyze the pace of registrations across events, with filters and a screenshot-ready view for docume...

When importing Room Reservations, you may encounter an error indicating the date/time format should be MM/dd/yyyy, with steps to fix by adjusting Exce...

Overview of improvements to the Event Reports area in Certain 8.0, including report list improvements, data field grouping, and advanced options.

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

Overview of email delivery statuses such as Delivered, Bounce, Blocked, and Deferred in Certain's Email Analytics.

Guide to enabling, configuring, and tracking scheduled emails in Certain Platform.

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

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

A page that presents the Certain Event Intelligence product tour.

Events give companies a chance to tailor experiences to attendees. These experiences can take prospects and leads through their buying process faster,...

Certain announces Touchpoint Ignite, an AI-powered event app that turns engagement data into deep audience insights with a conversational interface.

Certain announces a strategic partnership with Capture Technologies to merge onsite event technology with AI-powered event management and intelligence...

AMi provides technology-based attendee management services through event registration software and support, simplifying event management for organizat...

On-demand webinar explaining how to transform event data into meaningful insights.

An on-demand webinar showing how to translate event data into actionable intelligence to drive pipeline and accelerate deals.

Contact page for Certain featuring a form to collect personal and event information and contact details for support and billing.

Blog recap of a webinar on event data and AI, including Touchpoint Ignite and data-driven strategies for ROI.