Form Templates

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

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.

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

Guidance to prepare and import accommodation blocks via CSV into an event on the Certain platform, including prerequisites and step-by-step instructio...

Guide for importing travel data from CSV files, including data types, file preparation, and field mappings for Flights, Flight Inventory, and Attendee...

Guidance on triggering Mass Actions during report export in Certain's Help Center.

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.

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.

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 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 7.0.4 including enhancements and bug fixes.

Overview of CSV file format, encoding requirements, and character sets for imports.

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

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

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

Documentation for the Inline Additional Registrations feature in Certain's Summer Release 8.3.8, including benefits, fields, and configuration.

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 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 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.

Documentation for using the Report Results window in Certain's Reports feature, including access, page areas, actions, filters, and navigation.

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.

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

Overview of accommodation blocks, prerequisites, importing, sub-blocks, and utilization reports for event planning.

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...

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...

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

Instructions for managing merchandise items in events, including item lists, custom merchandise types, and group/classification management.

Help center article detailing how to manage scheduled agenda items, including viewing, editing, types, and groupings.

Overview of agenda categories, items, and management features for event planning within the Certain platform.

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

Instructions for adding, editing, importing, exporting, and anonymizing reviewers in the Speaker and Session Management module.

Guidance for adding, editing, and managing speakers and related functions within the Speaker and Session Management module.

Dashboard visualizes real-time check-in data with graphs for time, attendee types, and questions analytics.

Documentation on configuring automatic mass actions for exported reports in Event Reports.

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.

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 view, filter, and manage sessions and session instances in Speaker and Session Management, including types, level...

Instructions for importing and updating registrations using the Registration Import Wizard in Certain.

Instructions to assign, update, and cancel session instances for existing registrations via the Registrations Import page.

Instructions for importing registrations, registration agenda items, and session instances into the event registrations database from external files.

The Event Dashboard is the planner's home page for an event with access to the Setup and Registration Dashboards and tools to manage event details and...

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

Guide to managing users and user profiles in Certain platform.

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

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

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.

Instructions to add, import, and manage industries at the account level for speaker and session management.

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.

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

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

Instructions for importing gender values in the invite list, including the mapping and example.

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

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...

Instructions to create an account-level report to export attendee details for each event.

Guide to sharing reports via tokenized URLs with read-only access or mass-action permissions.

Instructions for assigning master and specific speakers to sessions and their instances in the Certain platform.

Instructions for adding speakers to an event via manual entry, import, or existing profiles in the Certain platform.

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.