Help Center Customization

Overview of the Certain Platform and getting-started topics.

Overview of viewing and editing attendee responses to custom registration questions in the Certain Help Center.

Instructions for changing the details of a single registration by navigating the overview and left navigation links.

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

Overview of how emails are sent in the Certain platform, including group and individual messaging.

Instructions to add and configure a Questions Section within a registration form, including headers, display conditions, and question types.

Documentation for the Event Dashboard, including Setup and Registration Dashboards, navigation, and available actions.

Administrators can access privacy compliance settings when the Data Privacy Module is enabled; sub-modules include Russian Data Privacy and Profile An...

Overview of account history retention, scope, fields, and download options for administrative users.

Video on demand detailing how Grand Connections scaled events with Certain's platform.

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

Instructions to send emails from the Certain Platform to a single registrant or a group.

Legacy feature article describing how to assign custom questions to agenda items and related cautions.

General FAQ covering event setup, including event details, attendee types, questions, agenda items, payments, accommodation, and online display.

Overview of multi-event data, consolidation reports, and how to collect custom event data.

Overview of the All Registrations By Status report, including status classifications and comparisons with Completed Registrations by Attendee Type.

Instructions for selecting, reordering, filtering, and customizing data columns in account reports on the Certain platform.

Guidance for enabling and configuring the Reviewer Portal in events using the Certain Help Center.

Instructions for managing account-wide Room Types used in Accommodation Blocks.

Instructions for the Events Calendar Web Page: how it displays active events and how to filter by Live status or by a report.

Documentation for configuring and using the Events List page in Certain's Websites, including the Events List Table fields and default no-events text.

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

A generic Home page to place static content for display on the public side of the website.

Step 1 of the Build and Manage an Event guide focusing on planning the event building project in the Certain platform.

Frequently asked questions about profiles in the Certain Help Center.

Instructions for locating and copying an event in Certain's Help Center.

Steps to delete an event or program from an account or organization, including locating the event, adjusting pagination, and deletion with a note abou...

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

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

Release notes for Certain 7.0.1 detailing enhancements and bug fixes.

Instructions for customizing the registration assistance message shown to attendees in the Certain Help Center.

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

Help center article describing Meeting Requests for Websites, including page content, labels, and viewing options.

Frequently asked questions for managing an event in the Certain Help Center.

Overview of the standard header shown on admin-side Registration pages and navigation to Financials and handling multiple registrations.

FAQ covering how to create, find, edit, import, and manage registrations within the Certain platform.

Background and steps for assigning roles to events in Certain's Help Center.

Instructions to mark an event as a favorite from the Event's Dashboard by clicking the star icon; the event appears in global navigation for quick acc...

Explanation of how multi-page data-list pages function in Certain, including pagination, filtering, and remembering user preferences.

Definition and behavior of Username (PIN) fields in the Certain platform.

Overview of access to the Certain Support Site and the available support channels.

Overview of the global navigation icons in Certain Help Center, including the Support bot, Recent Items, Favorites, and Page Help.

Instructions for searching for Websites across events and accounts in the Certain Help Center.

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.

A generic page for static content displayed on the public side of the website.

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

Help article describing how Reports-Only users access and use the Event List, roles, users, reports, and filtering within Certain.

Documentation describing Travel Entry, Travel Requests, traveler information, flight options, and transportation preferences for the Attendee form.

Configuration details for the Forgot Password workflow in the Certain Help Center.

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

Instructions for using custom questions to collect information for agenda items, including question types and editing steps.

The Questions page explains how to create custom questions for registration forms and related pages in Certain.

Documentation for creating and editing custom Suppliers reports in the Certain platform, including page sections and controls.

Page describing how to edit or add supplier details, including standard fields, hotel information, and venue information.

Configure which custom profile and registration questions appear during Check-In.

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

A help-center article that directs users to the PDF guide explaining the process of scheduling emails in Certain.

An illustrated PDF guide describing how to manage Sessions and Speakers in an event.

Concise overview of the Speaker and Session Management module provided as a PDF, with access instructions and links to related articles.

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

Guidance on profile data, custom questions, and default field settings in Certain's registration system.

Documentation on Custom Event Data in Certain Help Center, including access, usage, and management of custom event data and questions.

Guide on making Certain event pages crawlable by search engine bots, including default behavior, public/private options, and Robots META tags.

Guidance on configuring Stripe as the payment processor in Certain Platform, including handling unsafe processing and PCI considerations.

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

A guided tour of the Certain Event Platform highlighting its core capabilities and benefits.

Infographic outlining ten key features to consider in event management software.

A guide on ROI for event marketing and how to analyze event data using Certain's solutions.

Certain introduces an AI-powered Question Generator to help event planners craft smarter, insight-driven survey questions.

How buying signals from event interactions transform marketing leads into actionable revenue.

Instructions to enable Attendee-to-Attendee Messaging in Touchpoint.

Steps to remove attendees from Certain Platform when an event uses a Touchpoint integration.

Guidance on updating speaker records in Touchpoint when integrated with Certain Platform and when not synced, including bulk upload steps.

Guidance on attaching speakers to sessions and session instances for Touchpoint visibility.

Instructions for adding display logic to Speaker Portal pages in the Certain Help Center.

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

Guidance on adding custom questions to a form in the Certain platform.

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

Error message and steps to resolve when a mass action is currently running in another active request.

ACH refunds cannot be processed through Certain Platform; refunds must be processed with the payment processor and then recorded in the system.

Instructions for administrators to deactivate a user from a Certain account, including limits and steps to remove a user.

This article explains how to use agenda items and logic rules to apply discounts to registrations in the Certain platform.

Details about cipher suite changes for Certain Platform, API, Signal, and SSO, effective June 30, 2022.

Guidelines to customize email content for different registrant answers using content blocks and display rules in Certain's event setup.

Step-by-step guide to configuring API Fetch for Eloqua data in Certain Platform.

Overview of using custom questions to collect event-specific registration data in Certain.

Warning against using Sel? and Web? options for Agenda Item Questions and how these options can remove agenda items from registrations.

Video on demand session with Kent Martin about key considerations for planning and delivering hybrid events.

Power Templates equip event and marketing professionals to easily create events that are versatile and efficient, reducing time and costs.

Infographic describing how marketing events are changing and the expanded role of event marketers.

Infographic detailing event automation and Certain's event management technology solutions for marketers and event professionals.

Webinar on uncovering attendee insights and applying AI to event management.

Video on demand content about AI-powered session recommendations for events.

Rockwell Automation enhanced event efficiency and lead quality by centralizing data with Certain's platform, enabling faster follow-up and global cons...

Case study of National Instruments using Certain's event platform to accelerate lead follow-up and reduce support time.

Official brand assets including logo lockups, color palette, typography, and product assets for Certain.

Knowledge Base and support resources for Certain Platform, including articles and developer space.