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Getting Started with Certain
Overview of the Certain Platform and getting-started topics.
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Custom Question Information (Attendee Answers)
Overview of viewing and editing attendee responses to custom registration questions in the Certain Help Center.
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Registrations FAQ - Modifying Registration Details
Instructions for changing the details of a single registration by navigating the overview and left navigation links.
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Sel? and Web? options
Warning about using Sel? and Web? options for Agenda Item Questions and how Answer Value affects agenda items in registrations.
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General FAQ - Sending Emails
Overview of how emails are sent in the Certain platform, including group and individual messaging.
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Questions Section Details (Registration Form)
Instructions to add and configure a Questions Section within a registration form, including headers, display conditions, and question types.
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Event Dashboard
Documentation for the Event Dashboard, including Setup and Registration Dashboards, navigation, and available actions.
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Privacy Compliance
Administrators can access privacy compliance settings when the Data Privacy Module is enabled; sub-modules include Russian Data Privacy and Profile An...
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Account History
Overview of account history retention, scope, fields, and download options for administrative users.
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How Grand Connections Scaled Events with Certain
Video on demand detailing how Grand Connections scaled events with Certain's platform.
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General FAQ - Managing Registrations
Overview of registrations and profiles, including creation, modification, and relationship of registrations to profiles.
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Email FAQ - Sending Email
Instructions to send emails from the Certain Platform to a single registrant or a group.
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Adding Questions to Agenda Items
Legacy feature article describing how to assign custom questions to agenda items and related cautions.
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General FAQ - Setting Up an Event
General FAQ covering event setup, including event details, attendee types, questions, agenda items, payments, accommodation, and online display.
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Reports FAQ - Collecting Multi-Event Data for Consolidation Reports
Overview of multi-event data, consolidation reports, and how to collect custom event data.
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Reports FAQ - All Registrations by Status Report
Overview of the All Registrations By Status report, including status classifications and comparisons with Completed Registrations by Attendee Type.
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Pick Report Columns (Account Reports)
Instructions for selecting, reordering, filtering, and customizing data columns in account reports on the Certain platform.
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Reviewer Portal
Guidance for enabling and configuring the Reviewer Portal in events using the Certain Help Center.
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Account Room Types
Instructions for managing account-wide Room Types used in Accommodation Blocks.
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Events Calendar Web Page
Instructions for the Events Calendar Web Page: how it displays active events and how to filter by Live status or by a report.
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Events List Web Page
Documentation for configuring and using the Events List page in Certain's Websites, including the Events List Table fields and default no-events text.
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Event Details Page
Overview of the Event Details Page in the Certain Help Center, including access path and dynamic data fields for event information.
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Web Site Home
A generic Home page to place static content for display on the public side of the website.
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Build and Manage an Event - Step 1
Step 1 of the Build and Manage an Event guide focusing on planning the event building project in the Certain platform.
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Profiles FAQ
Frequently asked questions about profiles in the Certain Help Center.
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How to Copy an Event
Instructions for locating and copying an event in Certain's Help Center.
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How to Delete an Event
Steps to delete an event or program from an account or organization, including locating the event, adjusting pagination, and deletion with a note abou...
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Meeting Requests (Home)
Overview of the Meeting Requests Home page in the Certain Help Center, detailing list view, filters, and actions.
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Profiles FAQ - Inviting or Registering Profiles
Instructions to invite or register profiles for an event in the Certain Help Center.
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Certain 7.0.1 Release Notes
Release notes for Certain 7.0.1 detailing enhancements and bug fixes.
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Labels for Registration Assistance Link
Instructions for customizing the registration assistance message shown to attendees in the Certain Help Center.
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Required Fields Messages
Message labels and default values for required fields in the Certain Help Center forms.
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Meeting Requests (Websites)
Help center article describing Meeting Requests for Websites, including page content, labels, and viewing options.
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Event FAQ
Frequently asked questions for managing an event in the Certain Help Center.
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Registration Header
Overview of the standard header shown on admin-side Registration pages and navigation to Financials and handling multiple registrations.
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Registrations FAQ
FAQ covering how to create, find, edit, import, and manage registrations within the Certain platform.
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Assign Roles
Background and steps for assigning roles to events in Certain's Help Center.
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How to Mark an Event as Favorite
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...
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Multi-Page Lists
Explanation of how multi-page data-list pages function in Certain, including pagination, filtering, and remembering user preferences.
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General FAQ - Using Username (PIN) Fields
Definition and behavior of Username (PIN) fields in the Certain platform.
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Certain Support
Overview of access to the Certain Support Site and the available support channels.
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Global Navigation Icons
Overview of the global navigation icons in Certain Help Center, including the Support bot, Recent Items, Favorites, and Page Help.
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Search For Websites
Instructions for searching for Websites across events and accounts in the Certain Help Center.
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Search For Profiles
Guide to searching for profiles across accounts using fields, operators, text, and pagination in the Certain Help Center.
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Search
Guide to using the Search feature across Registrations, Profiles, Events, Forms, and Websites.
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Website News Page
A generic page for static content displayed on the public side of the website.
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Event List (for Reviewers)
Instructions for reviewers using the Event List in Certain, including access, sorting, and event column details.
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Event List (Reports-Only Users)
Help article describing how Reports-Only users access and use the Event List, roles, users, reports, and filtering within Certain.
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Travel (Attendee Form)
Documentation describing Travel Entry, Travel Requests, traveler information, flight options, and transportation preferences for the Attendee form.
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Enable Forgot Password
Configuration details for the Forgot Password workflow in the Certain Help Center.
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Cookies in Certain
A brief PDF guide to the cookies added to registrants' browsers by forms and webpages created with Certain; highlights essential cookies for admin-sid...
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Agenda Items: Advanced (Custom Questions)
Instructions for using custom questions to collect information for agenda items, including question types and editing steps.
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Questions
The Questions page explains how to create custom questions for registration forms and related pages in Certain.
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Report Setup (Suppliers)
Documentation for creating and editing custom Suppliers reports in the Certain platform, including page sections and controls.
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Supplier Detail Information
Page describing how to edit or add supplier details, including standard fields, hotel information, and venue information.
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Check-In: Question Configuration
Configure which custom profile and registration questions appear during Check-In.
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Digital Events Email Templates
Email template automatically sent to new digital event registrants; editable when the Digital Events module is enabled.
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Scheduled Emails Guide (PDF)
A help-center article that directs users to the PDF guide explaining the process of scheduling emails in Certain.
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Speaker and Session Management User Guide
An illustrated PDF guide describing how to manage Sessions and Speakers in an event.
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Introduction to Speaker and Session Management (PDF)
Concise overview of the Speaker and Session Management module provided as a PDF, with access instructions and links to related articles.
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Pick Report Columns (Profiles)
Instructions to select, reorder, and customize data columns for profile reports in the Certain platform.
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Custom Profile Data
Guidance on profile data, custom questions, and default field settings in Certain's registration system.
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Custom Event Data
Documentation on Custom Event Data in Certain Help Center, including access, usage, and management of custom event data and questions.
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Web Crawlability (for Forms and Websites) Guide
Guide on making Certain event pages crawlable by search engine bots, including default behavior, public/private options, and Robots META tags.
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Integration Settings Needed for Stripe Payment Processor
Guidance on configuring Stripe as the payment processor in Certain Platform, including handling unsafe processing and PCI considerations.
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2025 Summer Release #5 (8.3.35)
Release notes for 2025 Summer Release #5 (8.3.35) including fixes for Forms>Inline Additional Registrations, Attendee Types to Display, and updates to...
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2025 Spring Release #6 (8.3.29)
Release notes for the 2025 Spring Release #6 (8.3.29), detailing enhancements and bug fixes.
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Take a Tour of the Certain Event Platform
A guided tour of the Certain Event Platform highlighting its core capabilities and benefits.
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The Top 10 Best Event Management Software Features
Infographic outlining ten key features to consider in event management software.
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The Event Intelligence Playbook
A guide on ROI for event marketing and how to analyze event data using Certain's solutions.
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Stop Asking Boring Event Questions
Certain introduces an AI-powered Question Generator to help event planners craft smarter, insight-driven survey questions.
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Beyond Badge Scans: How Smart Sales Teams Extract Real Value from Events
How buying signals from event interactions transform marketing leads into actionable revenue.
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How to enable Attendee to Attendee Messaging
Instructions to enable Attendee-to-Attendee Messaging in Touchpoint.
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Removing Attendees from Certain Platform when the Event has a Touchpoint Integra...
Steps to remove attendees from Certain Platform when an event uses a Touchpoint integration.
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Updating Speaker Information in Touchpoint
Guidance on updating speaker records in Touchpoint when integrated with Certain Platform and when not synced, including bulk upload steps.
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Session Speaker Integration - Touchpoint
Guidance on attaching speakers to sessions and session instances for Touchpoint visibility.
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Speaker Portal Page Logic
Instructions for adding display logic to Speaker Portal pages in the Certain Help Center.
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Administrators - Account-Level Custom Profile Data
Overview of account-level profile data, custom questions, and default fields in Certain Platform.
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Adding Questions to a Form
Guidance on adding custom questions to a form in the Certain platform.
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New Report Updates in 8.0
Overview of improvements to the Event Reports area in Certain 8.0, including report list improvements, data field grouping, and advanced options.
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Mass Action Report Error
Error message and steps to resolve when a mass action is currently running in another active request.
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ACH Refunds
ACH refunds cannot be processed through Certain Platform; refunds must be processed with the payment processor and then recorded in the system.
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Deactivating a User From An Account
Instructions for administrators to deactivate a user from a Certain account, including limits and steps to remove a user.
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Using Agenda Items and Logic Rules to Apply Discounts
This article explains how to use agenda items and logic rules to apply discounts to registrations in the Certain platform.
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Supported Encryption Cipher Suite Changes
Details about cipher suite changes for Certain Platform, API, Signal, and SSO, effective June 30, 2022.
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Customizing Emails Based on Different Registrant Factors/Values
Guidelines to customize email content for different registrant answers using content blocks and display rules in Certain's event setup.
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API Fetch walkthrough
Step-by-step guide to configuring API Fetch for Eloqua data in Certain Platform.
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Custom Questions
Overview of using custom questions to collect event-specific registration data in Certain.
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Sel? and Web? options
Warning against using Sel? and Web? options for Agenda Item Questions and how these options can remove agenda items from registrations.
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Session Break: Hybrid Event Planning & Execution
Video on demand session with Kent Martin about key considerations for planning and delivering hybrid events.
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Power Templates
Power Templates equip event and marketing professionals to easily create events that are versatile and efficient, reducing time and costs.
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How Marketing Events are Changing
Infographic describing how marketing events are changing and the expanded role of event marketers.
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Event Automation for Data-Driven Marketers & Event Professionals
Infographic detailing event automation and Certain's event management technology solutions for marketers and event professionals.
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Crack the Code – Understanding Your Event Attendees
Webinar on uncovering attendee insights and applying AI to event management.
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3 Ways AI-Powered Session Recommendations Can Help Elevate Your Events
Video on demand content about AI-powered session recommendations for events.
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Improving Efficiency & Lead Quality
Rockwell Automation enhanced event efficiency and lead quality by centralizing data with Certain's platform, enabling faster follow-up and global cons...
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National Instruments Achieves Significant Cost Savings and Accelerates Lead Gene...
Case study of National Instruments using Certain's event platform to accelerate lead follow-up and reduce support time.
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Certain Brand Guide
Official brand assets including logo lockups, color palette, typography, and product assets for Certain.
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Support Center
Knowledge Base and support resources for Certain Platform, including articles and developer space.