Help Center Personalization

Overview of the Registration area in Account Settings for administrators, detailing Custom Profile Data, Financial Data, Printable Confirmations, and ...

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

Displays a history of Changes Reports and reports that contain the full Credit Card Number run on data within the current account.

Instructions to add and format a custom header and footer for reports using the HTML Editor in Account Settings.

Configuration guide for managing reviewer portal pages, including adding, editing, and previewing pages in the Reviewer Portal.

Defines branding for the Reviewer Portal, including logos, header graphics, and link behavior. Details are inherited from the Speaker Portal branding.

Instructions for configuring the My Information page for reviewers in the Reviewer Portal.

Instructions to configure the Login page for Reviewer Portal, including Sign-In Options, layout, and background image settings.

Guidelines for customizing the color palette and navigation bar in the Reviewer Portal.

Settings page for configuring the Reviewer Portal, including Name, Google Analytics Tracking ID, Web URL, timeout, and display formats.

Instructions for adding and editing tiers in the Speakers and Sessions management module.

Help center article detailing how to add, edit, or view reviewers for speakers and sessions.

Dashboard page summarizing the current status of session reviews in the Speakers and Sessions workflow.

Generic page to place static content on the public side of the Website (appears as entered).

Help Center article describing how the Event Details Page uses event-specific Dynamic Data Fields to customize event information.

This is a generic Home page where you can place static content to be displayed on the public-side of the Website (it will appear as entered).

Overview of the Meeting Requests (Home) page in the Certain Help Center, including the meeting requests list, filters, and actions.

Help article describing Meeting Requests on websites in the Certain Help Center.

Background on how roles and users are managed for events in Certain. Describes how to assign roles to an event and who is available for each role.

Explanation of pagination, filtering, and remembered preferences for data-list pages in Certain's Help Center.

Instructions for searching for forms across events and accounts in the Certain Help Center, including criteria, operators, and pagination.

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

Instructions for using the search feature in the Certain Help Center, including field, operator, value, and account selection, plus how results open.

Generic page for placing static content to be displayed on the public side of the website.

Help Center article describing how reviewers access and use the Event List in Certain, including column definitions and actions.

Overview of active Supplier Reports, their page layout, and how to copy reports in the Certain Help Center.

Overview of PDF guides for the Certain Check-In system, including configuration and quickstart documents, with printer and device recommendations.

Instructions to configure VIP alerts in Certain Check-In, including basic configuration, triggers, organizations, attendee types, attendees, and conta...

Step-by-step wizard to add a VIP alert to Certain Check-In by selecting organizations, attendee types, attendees, and alert contacts.

A PDF guide explaining how to schedule emails in Certain.

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

A help-center article that introduces a brief PDF overview of the Speaker and Session Management module, with a download link and related navigation.

Instructions for copying a Profiles report in Certain's Help Center, including steps and options.

Help Center article describing account information, required fields, and how to update account details.

Instructions to duplicate an existing Account or System Report using the Report Copy Wizard.

Help Center article describing how to apply tags to standard and custom registration statuses.

Overview of Custom Event Data fields, access, usage for internal reporting, and account-level display fields in Certain.

Help article detailing access and sub-modules for Privacy Compliance in Certain.

Settings to configure branding and behavior for the Certain Check-In app.

Step-by-step instructions to create, edit, and delete an email template in an event via Promote > Communication > Email Templates.

Release notes for Summer 2025 Release #2 (8.3.32) of the Certain platform.

Get all the information you need about the intelligent Event Management Solution from Certain. Whitepapers, guides, infographics, webinars, and more.

An eBook about how AI reshapes the event industry and AI trends for 2025 and beyond.

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

Instructions for administrators to configure a PayPal account within Certain.

Overview of user accounts and user types in the Certain platform.

Information about collecting and managing multi-event data for Consolidation reports in Certain.

The standard summary report All Registrations By Status shows the number of complete and incomplete registrations for an event, grouped by their regis...

Overview of the Completed Registrations by Answer Report, including how totals are calculated and how to view registrations by clicking numbers.

Overview of administration settings for Administrators, including Account, Sub-Accounts, Users, Display, and Account Usage.

Help article describing the Reviewer Portal for reviewing sessions and managing review fields.

Guidance on enabling and configuring the Reviewer Portal in events, including required modules and layout settings.

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

Instructions for creating and importing reviewers, and reviewer email templates.

Guide to editing the Reviewer Portal pages and layouts in Certain Help Center.

Upcoming changes to the Add to Calendar feature, integrating AddEvent and modifying display settings at account and event levels.

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

Instructions to create and use account-level display fields to configure event displays.

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.

There is no option within Certain Platform to delete Sub-Accounts; you can remove access to a specific Sub-Account for all Users.

Instructions to grant or revoke full credit card number access for a user in Certain's account management.

Release notes for 2025 Summer Release #3 (8.3.33.1) in the Certain Help Center.

Release notes for 2025 Summer Release #1 (8.3.31), including bug fixes for agenda calendar items, admin tooltips, payment meta data through authorize....

Step 7 provides a pre-registration readiness checklist for getting ready to accept registrations for your event.

Step 6 describes creating marketing elements for an event, including links, websites, and email templates.

Guide on using and managing session tracks within Certain's Speaker & Session Management.

Instructions for exporting profile records from the Report Results window after querying profiles.

Instructions for inviting or registering profiles for an event in the Certain Help Center.

You can customize the message shown to attendees when they click the registration assistance link. HTML tags are supported in the text.

FAQs for managing events in the Certain Help Center.

Overview of the Getting Started guide for Certain Platform in the Help Center.

Overview of account-level settings and administrator capabilities in Certain.

Overview of the global navigation bar in Certain, including Support bot, Recent Items, Favorites, and Help and Support options.

Instructions for updating your basic user information and password in the Certain Help Center.

Instructions for copying an existing event using the Copy Event wizard in the Certain platform.

Instructions for enabling the Forgot Password options in the Entry form, including default text values and error messages.

Overview of the Setup Dashboard in the Certain Help Center for event planning.

Help center article describing how to view and add items to the registration history for an attendee.

Guide for configuring VIP alerts in Certain Check-In, including basic configuration, triggers, and contacts.

Real-time dashboards and analytics for check-in data in Certain's Engage platform.

Instructions for configuring Kiosk survey questions and custom messages in the Certain Kiosk app.

Instructions to configure profile fields shown in the Certain Check-In app, including baseline and additional fields.

Documentation for configuring the Check-In basic settings in Certain's Engage platform.

Instructions to enable and configure session check-ins for the Certain Check-In app, including walk-in permissions and capacity limits.

Guidance on configuring custom profile and registration questions for the Check-In feature in Certain.

Instructions for creating and editing account-level printable confirmation templates in Certain's Help Center.

Help article detailing account-level invoice templates and settings for Administrators.

Help center article describing how to manage users, profiles, roles, and history in Certain.

Information about creating and managing sub-accounts in Certain's Help Center.

Help center article detailing account settings sections for All Users and Administrators, including management areas, roles, reports, and integrations...

Administrator-configurable text reformatting settings for event registration fields.

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

Guide to configuring and using the Speaker and Session Management module and Conference Sessions features in Certain.

Overview of recurring session behavior in Certain's conference sessions feature, including delayed creation, fees, conflicts, and editing restrictions...

A guide exploring how AI transforms event management in 2025, detailing agentic AI, event intelligence, practical applications, and nine trend traject...

A marketing data sheet summarizing trends in B2B events, roles, spend on event technology, and focus areas.

A practical guide to mobile-driven B2B event marketing, covering pre-, during-, and post-event strategies and tactics.

Best practices for leveraging event data to personalize engagement and drive measurable outcomes for marketers and sales teams.

A guide on using event data to enrich attendee insights and drive lead nurturing.

A guide to real-time marketing and event automation in a post-digital era.

Marketing executives can use Certain to drive ROI from events through attendee data, personalization, and insights.

On-demand webinar showing how to unlock buyer intent through event data with engagement tools and AI insights.

Learn how to leverage AI-powered personalization to convert audiences to customers with AI personalization.

Video on demand content describing how to measure the business impact of events using attendee management and analytics.

Video-on-demand page introducing Certain's event management solutions to turn engagement signals into pipeline.

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

On-demand webinar about unlocking buyer intent through event data and advanced engagement tools.

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

Video On Demand resource featuring event personalization at scale and related event management technology solutions.

Overview of Certain's on-demand event management solutions including video on demand, attendee engagement, and analytics.

Overview of Certain's Grand Connections event management and related resources.

Learn how to harness the power of event data to unlock buyer intent and identify important buying signals in this on-demand webinar.

Overview of how Artificial Intelligence (AI) is transforming the event industry. The guide covers predictive analytics, planning precision, and person...

Video on demand resource detailing three proven ways to turn event leads into revenue quickly.

A resource hub for event marketing and event management, featuring Video On Demand and various resource formats.

Demandbase is a powerful targeting and personalization platform that identifies target accounts and engages them with relevant content to drive revenu...

On-demand webinars and events for marketers and event planners.

Explores how data and personalization shape event marketing in 2019 with insights from industry leaders.

Overview of using AI to personalize event marketing and convert attendees into customers.

Overview of Session Advisor, an AI-powered event personalization tool from Certain, and its benefits for attendees, organizers, and sponsors.

Explains how signal-based solutions enable real-time insights, personalized engagement, and AI-driven lead nurturing to improve event ROI.

Explains how AI-powered event intelligence accelerates the buyer journey by analyzing engagement data, predicting actions, and personalizing attendee ...

An article describing AI-powered personalization and Session Advisor AI to improve attendee experiences and revenue.

Explores how deep audience insights drive engagement and revenue, introducing Touchpoint Ignite AI-powered insights.

Overview of criteria for selecting AI-powered event technology, including transparency, prediction, ROI, conversion, real-time optimization, and ethic...