Form Design and Profiles

Documentation on creating and editing the Basic Template used in the Certain Help Center Attendee Experience.

Step-by-step instructions to close event registration via Form settings or Event Status, with notes on statuses and closing messages.

Guidance on creating registrations from existing data via external files or profile-based methods.

Summary page in the Registration area of Account Settings for administrators, listing data from Custom Profile Data, Financial Data, Printable Confirm...

Guide to selecting, ordering, sorting, and customizing columns for Account Reports in Certain.

Guidance on adding and formatting a custom header and footer for reports using the HTML Editor, with notes on formats and data-field customization.

Guide to creating and modifying custom Profiles reports, including Setup, Display, Groups, Subtotals, Columns, Filters, and Page sections.

Use this page to create and run reports on the profiles in your Certain account.

Instructions for managing custom profile questions in a profile within the Certain Help Center.

Details about managing profiles and their relation to registrations in the Certain Help Center.

Help article detailing branding and footer settings for the Reviewer Portal, including site header branding, logo options, and linking.

The Event Details page is a special page navigable only by selecting an event on the Events List and allows the use of event-specific Dynamic Data Fie...

Documentation of the Website Display shell and CSS classes used in the Certain platform.

Page detailing options for report display and print settings for event reports.

Explanation of Primary Form designation and usage in Certain's event forms.

Instructions for searching forms across events and across accounts in Certain's Help Center.

Guidance on configuring Section Header fields for form sections, including Text Above Header, Header Text, and Text Below Header.

Custom Fields for groups enable storing extra information about each group via the Groups > Group List page for the same event.

Guide to creating and managing registrant groups for events, including assigning attendees and configuring related options.

Instructions for adding and configuring Custom HTML sections within a registration form.

Documentation for adding an Event Waitlist form section and configuring its text, header, and behavior.

Instructions and options for using the Questions section in a registration form, including prerequisites, sections, verify and confirm, and backward c...

Guide to creating and configuring a new registration form within a Certain event.

Overview of the Forms List feature in the Certain Help Center, including how to use the list, configure form sections, and common tasks.

Instructions for selecting and ordering data fields in supplier report columns, including moving fields, filtering, sorting, and customizing column he...

Configure display and print settings for Supplier Reports in the Certain platform.

Instructions to add and format a custom header and footer for Supplier Reports using the HTML Editor, including supported output formats and data-fiel...

Instructions to customize headers and footers for custom reports across formats.

Options for displaying and printing event report outputs, including formats, data formatting, and print settings.

Instructions for adding a custom header and footer to profile reports using the HTML Editor, including supported formats and data fields.

Guide to using Date Filters and Advanced Filters to constrain data in Profile reports.

Instructions for displaying subtotals on profile reports in PDF and HTML, including per-group counts and grand totals.

Instructions for selecting and ordering data columns in profile reports within the Certain Help Center.

Guide to configuring grouping for profile reports, including multi-level groupings, date-based grouping, and display options.

Options for displaying and printing Profile reports in Certain Help Center.

Guidance to create or edit a profile, including required fields, contact data, addresses, and notes.

Details on Custom Event Data in Certain: access, usage, questions, and management per account.

Configuration options for branding and settings of the Certain Check-In app, including account logo, header/footer background, and event list display.

Release notes for the 2025 Spring Release #4 (8.3.27) of the Certain platform.

Release notes for 2025 Spring Release #3 (8.3.26) covering fixed issues including accounts usage reports, agenda item guest list, email handling, form...

Overview of custom fields for Attendees and Exhibitor Leads, including types, read/write settings, display rules, and precedence.

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.

Guidance for diagnosing dynamic data field display issues in templated emails when recipients are marked as Test Registrants.

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.

Certain date-time stamps are displayed in PST on the administration side; event and form times follow PST and calendar zones.

Overview of how registrations and profiles are created and managed for events in Certain.

Documentation for configuring the Reviewer Portal page used by reviewers to review assigned sessions.

Instructions to create or link a Registration Profile for an existing Speaker in an Event, using a Form or not using a Form.

Instructions for creating, importing, and emailing reviewers for session reviews on the 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.

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

Documentation for creating and editing the Advanced Template in the Certain platform, including Display Fields and Content File usage.

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

Instructions for creating and using custom display fields in the Certain platform.

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

Guidance on configuring the Primary Display: background color, fonts, page width, alignment, header/footer, and dynamic data fields.

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...

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

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

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...

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 configure profile fields shown in the Certain Check-In app.

Guide to extracting historic profile, registration, and event data from a Certain account using custom reports and APIs.

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

Automated, scheduled session reminder emails with Dynamic Data Fields, templates, scheduling, testing, and analytics.

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

A guide for transitioning in-person events to digital formats with integration and engagement strategies.

A concise guide listing ten key features to evaluate in an event management platform.

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.

Certain’s team of event management consulting professionals brings extensive experience in building your events, templates, forms, website design and ...