HTML Templates and Media

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

Instructions for sending email messages to individual profile contacts from the Email page in the Certain Help Center.

A PDF guide in the Certain Help Center that explains how to build dynamic email templates using Content Blocks and Display Rules, driven by registrati...

A brief PDF guide describing how to set up Promo Codes for use in an event.

Guide to importing accommodation blocks via CSV into events, including preparing files, mapping fields, and post-import steps.

A support-center article introducing the Accommodation Guide PDF for the Accommodation Module in Certain.

Instructions for configuring the Events List page on a website, including the Events List Table fields and default message.

Generic Home page for placing static content on the public side of the website.

Guidance on adding and formatting custom headers and footers in Consolidated Reports using the HTML Editor.

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

Steps to assign an Event Owner in Certain Help Center. Only administrators can add users to an account; contact the administrator or email help@certai...

Session Blocks provide flexibility in how registered and waitlisted sessions are displayed in confirmation and reminder emails.

Help article describing meeting requests on websites, including page content and list labels.

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

Instructions to link a Certain form from an external website by copying the form URL from the plan form preview.

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

An illustrated PDF guide to setting up and using Registration Groups in an event, including how to enable the Registration Groups sub-module and acces...

Instructions and details for creating and managing accommodation blocks for events, including prerequisites, block information, utilization reports, a...

Documentation for adding accommodations in the Attendee Form, including setup, entry, selection, and customization options.

A brief PDF guide to the cookies added to registrants’ browsers by forms and web pages created in Certain; highlights essential cookies for admin-side...

Guide to attendee types, their configuration, and related fees in an event.

Documentation describing how to create and configure summary groupings for supplier reports in the Certain Help Center.

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.

Help article describing how to group report data into summary groups for printable formats.

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

Help article on configuring the Itinerary PDF appearance and content for events in Certain.

Email template sent to new registrations for digital events; defaults created when the Digital Events module is enabled; editable; includes best pract...

Overview of the Scheduled Emails page, including how to view, edit, and copy scheduled emails within an event.

Documentation for creating and managing reviewer email templates in Certain's Help Center, including fields, from/reply addresses, assets, and attachm...

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

An illustrated PDF guide describing how to respond to GDPR data subject requests from individuals seeking rights under the GDPR.

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

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

Guidance for configuring e-commerce accounts, processors, currencies, and payment options in Certain.

Administrators can tag standard and custom registration statuses; includes API 2.0 tagging details and a list of standard statuses.

Guide for integrating Certain Signal with Salesforce, including prerequisites, tagging, connections, flows, mappings, and troubleshooting.

Guide to using Certain Signal to integrate with Marketo, including setup of tags, connections, flows, and dashboards.

Step-by-step instructions to create, edit, and delete email templates within an event.

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

Information on integration settings to use Stripe as a payment processor in events, including unsafe processing and enabling the setting.

Release notes for 2025 Summer Release #2 (8.3.32) covering bug fixes across Custom Statuses, Email, Event Dashboard, Registrant Details, Promo Codes, ...

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

Infographic resource for event marketers on using generative AI prompts to drive registrations and engagement.

Zoom partner page describing Zoom's cloud platform for video, voice, content sharing, and chat for events and collaboration with Certain.

Overview of Event Templates in Touchpoint, including creation, application, included content, and content that does not apply.

Touchpoint Stream webinar article describing how the platform hosts interactive virtual and hybrid events and consolidates event content and data.

Overview of how speakers and sessions transfer from the Platform to Touchpoint in the Touchpoint Knowledge Base.

Support article describing data flows from Platform to Touchpoint.

Support article explaining how to edit a new Touchpoint event, with a video demonstration and related articles.

Support knowledge base article about the required items for app submission in Touchpoint.

Details on color theming including defaults, tool usage, editor mappings, and non-themable items.

Details on configuring Display Fields, Content Blocks, and Display Rules for event forms, websites, and emails in the Certain platform.

Overview of navigating the main event components in your account, including the Event List and event-specific tabs such as Plan, Promote, Manage, Enga...

Overview of the Accommodation Module in Certain, including enabling, workflow, hotels, room types, blocks, sub-blocks, forms, roommates, and registrat...

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

Guidance on creating fully customized email templates for events or forms in Certain, including styling tips and an example.

Instructions to customize hyperlink appearance on forms and websites using CSS, including example code.

Instructions to set up and configure invoice templates in Certain, including template creation, options, and batch/invoice generation.

Instructions to enable and manage Event Waitlist when event capacity is reached, including configuration of statuses and emails.

If no Form in the Event is marked as Primary, a server error occurs when Display Rules reference the Primary Form in an Email Template.

Steps to auto-assign a Speaker Attendee Type to speakers via form logic in Plan.

Instructions on publishing online forms and websites in Certain, including how URLs are created and delivered to attendees.

Guidance on using Avery Design & Print Online templates with Certain badge layouts when not available in the Certain Badge Layout Editor.

Guide to configuring and generating badges in Certain, describing Badges V2 features and workflow.

Steps to tag registration statuses with Touchpoint: Synced to pull registrants into Touchpoint from Certain Platform.

Best practice not to include special characters in the Name field of Content Blocks and Display Rules; including them can cause a server error or caus...

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

Guide describing how to create up to five session review tiers, including default tier, visibility, privileges, email templates, and recommendations.

Instructions for displaying agenda items in a form using a table in the Certain Help Center.

Guidance on avoiding special characters in Display Rule and Custom Block names to prevent errors in emails.

Guide to creating and navigating the Power Template in the Certain platform.

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

Instructions for sending confirmation emails to registrants who have made partial payments by creating a partial payment email template and a logic ru...

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

Release notes for Summer 2025 Release #4 (8.3.34) covering fixes across Agenda Sections, Country List, Email, Forms, Locations, Session Blocks, Speake...

Release notes for the 2025 Spring Release #5 (8.3.28), including enhancements to Registration Administration and fixes for Agenda Items, Stripe paymen...

Step 6 explains how to create marketing elements for an event, including links, website integration, and email templates.

Step 5 covers customizing the look and feel of an event using template, basic display, and advanced display options.

Guidance on syncing session related links from Platform to Touchpoint using the Touchpoint: Related Link tag.

Instructions to add a hyperlink to an image or banner using an HTML editor in Certain's Help Center.

Guide for administrators and event builders to create a new event in the Certain platform.

Help center article explaining how to vary email content based on registrant answers using display rules and content blocks.

Instructions to convert an email address in an email into a clickable hyperlink by setting the contact email as a hyperlink in the email template.

Steps to attach files to email templates in Certain, including single attachments, Zip files, and external links.

Instructions for adding the webcast join URL and Session Catalog link to an Email Template in Digital Events.

Uses Display Rules to include the Personal Agenda in an Email Template and shows how to create and apply the rule.

Instructions to change the From address on the Event Registration Confirmation Email in Certain Platform.

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...

General FAQ about sending emails in the Certain platform, including group and individual messaging, and saving email templates.

Guide to Main Image sizing in Extended Display and how to set header banners in Certain.

Instructions for emailing a group of event registrations using templates in Certain.

Guidance for creating and managing speaker email templates in Certain Help Center.

Guidance to fix extra blank bullet points in Outlook when using Content Block in email templates by inserting a hidden div after bullet lists.

Guide explaining how to use Content Blocks and Display Rules to create dynamic email templates based on registration values.

Guide to using Certain Signal to integrate with third-party apps via Webhooks, covering setup steps, tags, connections, flows, mappings, and diagnosti...

Help article explaining optional email templates for accepted registrations and the risk of sending duplicate emails.

Guide to upload a preview image for an event template with a recommended size of 200 x 150 pixels.

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

Guidance on creating a new event in the Certain platform, including from scratch, copying, or using templates, and entering event details.

Certain’s integration with Stripe enables fast, familiar payments for event registrations, sessions, and add-ons with secure, global infrastructure.

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.

Infographic about event ROI: 80% say lead generation is the #1 goal; 48% report any ROI metric.

Infographic describing how Certain’s end-to-end event management solution can convert ice-cold leads into warm opportunities.

Infographic detailing ten key features of event management software to drive quality data and real-time insights.

Infographic with tips for booking face-to-face sales meetings during events to drive pipeline.

Download this infographic to learn about how combining data from marketing automation and events is a powerful way to deliver ROI.

Infographic explaining how to transform raw event data into quality insights through a structured data lifecycle.

Infographic describing how to tailor attendee engagement to registration type for hybrid events.

Infographic about how marketing events are changing and related resources from Certain.

Infographic detailing how events drive revenue.

Infographic outlining best practices for an event data strategy to engage attendees and drive measurable outcomes.

Infographic detailing how Certain's event management technology helps data-driven marketers and event professionals.

Infographic describing how digital events deliver business objectives and showcasing Certain's event management technology solutions.

Infographic about how Certain Signal filters noise to enable real-time action on event data.

An infographic describing how events generate data and the importance of using the right technology to interpret it.

A hub of guides, infographics, videos, webinars, and whitepapers on event marketing and management.

Video-on-demand resources and learning content for event marketing and management.

Learning center with infographics and resources on event marketing and management.

Certain announces expanded Stripe payments integration to support 100+ methods, global payments, and real-time analytics.

Certain’s integration with Stripe enables fast, familiar payments for registration, paid sessions, and add-ons, backed by Stripe’s secure global infra...

Partner profile for Samantha Smith Productions on Certain.

ON24, the marketing technology leader helping enterprises deliver live and always-on digital experiences such as webinars, multimedia content hubs and...

Partner page describing Meetingselect, a global meeting management platform and venue sourcing provider with a large database of hotels and meeting sp...

Partner profile for InEvent outlining its global event management platform for virtual and hybrid events.

Partner page describing Demandbase, a targeting and personalization platform, and its event-focused benefits.

A-Plus Meetings & Incentives is one of the country's largest and most respected certified woman-owned meeting companies. A-Plus Meetings & Incentives ...

Resources from Certain at IMEX America 2024, including event intelligence playbooks and guides.

Contact page for Certain with a form to connect, and information for support and billing contacts.