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Participant Type
A guide to using Participant Types to group users and restrict features by participant type in Touchpoint.
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Event FAQ - Working with Agenda Items
Instructions for creating, editing, and managing agenda items, including import/export, inventory, fees, and planning.
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Adding Questions to Agenda Items
Legacy feature enabling custom questions to be assigned to agenda items to support event policies such as ticketing.
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Submit Abstract (Speaker Portal)
Help article describing how to configure the Speaker Portal for submitting abstracts, including Submitter, Speaker Details, Session Details, and Addit...
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My Session Details (Speaker Portal)
Documentation on configuring the My Sessions page for the Speaker Portal, including layout, editing facilities, and conditional logic.
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What's a 'Primary Form'?
Explanation of Primary Form designation and usage in Certain's event forms.
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Import Groups
Guide to importing groups into an event from a CSV file using the Import Groups wizard.
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Group List
Guide to creating and managing registrant groups for events, including assigning attendees and configuring related options.
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Scheduled (Agenda Items)
Overview of managing scheduled agenda items, including types, grouping by groups/locations/tracks, and actions like add, edit, delete, search, and imp...
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Digital Events Email Templates
Email template sent to new registrations for digital events; defaults created when the Digital Events module is enabled; editable; includes best pract...
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Speaker and Session Management User Guide
Illustrated PDF guide describing how to manage Sessions and Speakers in an event.
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Registration Dashboard
Overview of the Registration Dashboard in the Event Dashboard, including access, header details, actions, and charts/tables.
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Job Functions (at account-level)
Help article describing how to add, import, and manage account-level job functions for speakers and sessions.
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Certain Signal: User Guides
PDF user guides for configuring and using Certain Signal to integrate with third-party applications.
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2025 Spring Release #4 (8.3.27)
Release notes for the 2025 Spring Release #4 (8.3.27) of the Certain platform.
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Learning Center
Get all the information you need about the intelligent Event Management Solution from Certain. Whitepapers, guides, infographics, webinars, and more.
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Maps and Locations
Overview of how to create and manage image maps and street maps in Touchpoint, including adding maps, pins, and locations.
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Capacity Planning
Capacity planning is an extension of the Agenda feature for managing session capacity in Touchpoint.
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Attendance Tracking
Attendance Tracking enables scanned check-ins for sessions by matching QR codes to Lead Codes, with authorized users, badge printing guidance, and att...
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TouchPoint - Web Home Layout Webinar
TouchPoint webinar recording page in the webinar recordings section.
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Touchpoint - Attendee Engagement
Webinar recording on Touchpoint Attendee Engagement covering Activity feed, Badge Game, Live Polling, and Survey.
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Touchpoint Stream Webinar
Touchpoint Stream webinar article describing how the platform hosts interactive virtual and hybrid events and consolidates event content and data.
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Touchpoint Dashboard Training - June 2021
Agenda and resources for Touchpoint Dashboard Training, June 2021, including settings, submission process, and layout features.
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Touchpoint User Dashboard Training
Touchpoint User Dashboard Training article in the Touchpoint Support Center with a video tutorial.
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Troubleshooting On Site
Step-by-step guidance for troubleshooting access issues to the Touchpoint On Site app, including unlocking attendees, password checks, and dashboard o...
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Bulk Uploading Content
Guidance for bulk uploading content to Touchpoint using separate spreadsheets and the Import Content workflow.
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Agenda Feature Settings and Management
Details on agenda feature settings and management in Touchpoint.
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Event Setup: Details
Details page for configuring Event basic information in the Certain platform, including Event Details, Location, Contacts, Custom Data, and currency l...
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Managing Registrations - Cancellations and Refunds
Instructions to set up cancellation fees, cancel registrations and agenda items, and process refunds.
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Marking a form as "Primary" - What does this do
Explains the effects of marking a form as the Primary form, including how it affects emails and display sections.
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System Timestamps
Certain date-time stamps are displayed in PST on the administration side; event and form times follow PST and calendar zones.
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General FAQ - About Event Websites
Overview of event websites, including definitions, scope, and setup details.
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General FAQ - Setting Up Websites
Overview of how event websites are used and the default pages available in a new website.
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General FAQ - Setting UP Online Forms
Overview of online registration forms and their sections for event registration.
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General FAQ - Setting Up Online Forms
Instructions for creating and using online registration forms, including form sections and setup details.
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General FAQ - Setting Up an Event
Comprehensive guide to setting up an event in Certain, including event details, attendee types, agenda items, and display settings.
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Reports FAQ - Event Agenda Summary Report
Overview of the Event Agenda Summary Report in the Certain Help Center, including export, hyperlink behavior, and definitions of status counts and inv...
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Speaker Portal Access: Submit a Proposal & Sign In
Overview of submitting a proposal for the Speaker Portal and signing in, with setup instructions for portal pages and login.
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Using Inline vs. Display Logic
You can display form content based on conditions using Inline Actions (on the same page) or Display Actions (on a separate page).
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Using a Table to Display Agenda Items in the Form
Instructions for displaying agenda items in a form using a table in the Certain Help Center.
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Advanced Template
Documentation for creating and editing the Advanced Template in the Certain platform, including Display Fields and Content File usage.
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Add To Calendar Updates
Upcoming changes to Add to Calendar with AddEvent integration in the Certain platform (7.1.7).
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Fees - Expiration and changing amounts
Explains how fees expire and how to change fee amounts in Certain, with examples and screenshots.
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Using Google Analytics to Track Events in Certain
Guide to configuring Google Analytics integration in Certain, including how to obtain a Tracking ID and where to add it.
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2025 Fall Release #3 (8.3.39)
Release notes for the 2025 Fall update 8.3.39, including enhancements, bug fixes, and reporting changes.
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2025 Fall Release #2 (8.3.38)
Fall 2025 release notes for version 8.3.38, detailing bug fixes across Content Blocks, Forms, Attendee Types, Payment Processing, and Reporting.
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2025 Summer Release #6 (8.3.36)
Release notes for the 2025 Summer Release #6 (8.3.36) of the Certain platform.
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2025 Summer Release #1 (8.3.31)
Release notes for the 2025 Summer Release #1 (8.3.31) in the Certain Help Center.
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2025 Spring Release #5 (8.3.28)
Release notes for the 2025 Spring Release #5 (8.3.28), including enhancements to Registration Administration and fixes for Agenda Items, Stripe paymen...
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Build and Manage an Event - Step 4
Instructions for adding optional options to an event in Certain, including Agenda, Accommodation, Payments, Logic, Additional Registrations, Entry, an...
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Build and Manage an Event - Step 2
Step-by-step guidance to fill in basic details for an event in the Certain platform.
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Delete/Delink Webinars from your Event or Sessions
Guidance on deleting or delinking webinars from events or sessions using Certain's Signal integrations, with step-by-step instructions.
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Signal Alerts - Common Errors and Recommendations
Overview of common errors in Signal Flows and troubleshooting steps.
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Signal Outbound Flows for Digital Events (ON24)
Steps to create outbound flows to send attendee data to ON24 for event-level or session-level webinars.
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Preparing ON24 for Signal Integration
Guide to configure ON24 and Signal for the Certain Digital integration.
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Digital Events - How to Share Webcast/Webinar Details using Email and Session Ca...
Instructions for adding the webcast join URL and Session Catalog link to an Email Template in Digital Events.
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Appending Agenda Items to an Email Template
Uses Display Rules to include the Personal Agenda in an Email Template and shows how to create and apply the rule.
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Update Full Capacity/Inventory Messages
Instructions to update messages for full inventory items or reached capacity for sessions and agenda items.
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Setting Up Digital Sessions
Guidance for configuring digital sessions with Zoom or ON24 using Certain Signal on the Certain Platform.
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Digital Events: Using Certain Signal with ON24
Guidance for configuring Certain Signal with ON24 for digital events, including prerequisites and step-by-step setup.
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Setting Up a Digital Event
Guidance on configuring digital events with Certain Signal and webinar providers Zoom or ON24.
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Digital Events: Using Certain Signal with Zoom
Guidance for configuring Digital Events in Certain Signal with Zoom, including prerequisites and setup steps.
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General FAQ - Activating Agenda Item Waitlist on Forms
Instructions to enable and use the waitlist option for full agenda items in agenda forms.
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Check-In Insights
Dashboard with real-time graphs for Check-In data, including Over Time, Attendee Type, and Questions Analytics.
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Group List
Group List enables managing registrant groups for events, including adding, editing, importing, and assigning attendees, with optional agenda items, s...
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How to Create a New Event
Guidance on creating a new event in the Certain platform, including from scratch, copying, or using templates, and entering event details.
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Speaker and Session Management User Guide
Guide to configuring Speaker and Session Management in Certain, including Conference Sessions, with setup, sessions, speakers, tracks, and reports.
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The Powerful Impact of In-Person Experiences on Event ROI
A multi-section guide analyzing how in-person enterprise events drive ROI, with 2022–2024 trends and guidance on event management and intelligence.
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How can I still deliver on my business objectives through digital events?
A guide for transitioning in-person events to digital formats with integration and engagement strategies.
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Transform Cold Leads Into Hot Opportunities with Certain
Marketing content on turning cold event leads into warm opportunities using Certain's end-to-end event experience.
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Request a Touchpoint Ignite Demo
A page to request a Touchpoint Ignite Demo for event management.
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Event Management Software For Virtual Events
Event management software for virtual events to engage audiences, leverage event intelligence, and scale thousands of virtual events.
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In-Person Events Easily Planned, Delivered & Repeated
Event automation platform for in-person events enabling replication, efficiency, branding, scale and insights.
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Unify Virtual and In-person Audiences With a Consistent and Engaging Hybrid Even...
Hybrid event management platform enabling in-person and virtual audiences with engagement tools, branding, templates, and insights.
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Igniting Event Experiences with Touchpoint Ignite
On-demand webinar about gaining deeper audience insights and leveraging event intelligence and AI to improve event experiences.
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Take a Tour of Touchpoint Ignite Event App
A tour of the Touchpoint Ignite mobile event app highlighting key benefits and features.
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Take a Tour of the Certain Solution
Product tour page for the Certain Solution highlighting a 2-minute tour and a key benefits slide with a CTA.
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Turning Event Data into Gold – 7 Ways to Measure the Business Impact of Your Eve...
Video-on-demand resource outlining seven methods to measure the business impact of events using Certain's platform.
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Session Break: Hybrid Event Planning & Execution
Video On Demand featuring Kent Martin discussing key considerations for planning and delivering hybrid events.
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Session Break: 3 Ways to Get Your Attendees Engaging with Each Other Using an Ev...
Learn more about how to promote attendee engagement with a mobile event app using features like discussion threads, Q&A and leaderboards.
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Redefining the Event Landscape in the Enterprise World
Part 1 of Certain's Enterprise Events series exploring the evolving role of events as strategic tools to drive growth, foster innovation, and enhance ...
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Igniting Event Experiences with Touchpoint Ignite
On-demand webinar about unlocking buyer intent through event data using advanced engagement tools and analytics.
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Power Templates
With Power event templates, we equip event and marketing professionals to easily create events that are versatile and efficient, offering a seamless a...
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Your Events are Talking, Are You Listening? (Video On Demand)
Explore Certain's Event Management Technology Solutions, including Manage Events, Engage Attendees, and Analyze Performance.
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The Powerful Impact of In-Person Experiences on Event ROI
In Part 3 of our Enterprise Events series, we take an in-depth look at enterprise events from a C-Suite perspective and answer questions such as: Are ...
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The Hybrid Event Strategy Playbook
An ebook outlining how to blend in-person and digital event experiences into a hybrid strategy.
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The Hybrid Attendee Engagement Journey
Infographic describing how to tailor attendee engagement to registration type for hybrid events.
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How Grand Connections Scaled Events with Certain
Video On Demand resource detailing Certain's event management technology solutions, including Enterprise Event Management Software, Touchpoint, and Ev...
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Gathering Attendee Feedback – Beyond the Event Experience
Learn how to harness the power of event data to unlock buyer intent and identify important buying signals in this on-demand webinar.
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Event Management Overview
Video on demand overview of Certain's event management technology solutions including Manage Events, Touchpoint, Event Intelligence, and additional re...
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Event Engagement Overview
Attendees rely on their mobile devices for just about everything. View this event engagement overview to learn how to make events memorable.
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The Event Engagement Data Playbook
Guide to driving, capturing, and acting on attendee engagement data for virtual, hybrid, and in-person events.
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Delivering Business Objectives Through Digital Events
Infographic describing how digital events deliver business objectives and showcasing Certain's event management technology solutions.
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Crack the Code – Understanding Your Event Attendees
Video on demand webinar about uncovering attendee priorities, needs, and interests; how to ask the right questions, interpret behavior, and detect int...
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Certain Event Advisor Webinar & Demo
Video On Demand presentation of Certain Event Advisor Webinar & Demo and related solutions.
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Better Together: Digital + In-Person Strategies = Greater Return for Businesses ...
Guide exploring how digital and in-person strategies together drive greater return for businesses and customers.
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3 Ways AI-Powered Session Recommendations Can Help Elevate Your Events
Video-on-demand resource exploring how AI-powered session recommendations can enhance event experiences.
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3 Proven Ways to Turn Event Leads into Revenue – Fast
Video on demand featuring three proven ways to turn event leads into revenue quickly.
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Event Marketing and Management Learning Center
A hub of guides, infographics, videos, webinars, and whitepapers on event marketing and management.
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Event Marketing and Management Learning Center
Video-on-demand resources and learning content for event marketing and management.
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Select the Ideal Package for Your Team
Pricing plans for Touchpoint Ignite, Certain Pro, and Certain Enterprise.
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Certain Announces Strategic Partnership with InEvent to Create a Unified Event T...
Certain and InEvent announce a strategic partnership to create a unified event technology ecosystem, combining virtual and in-person capabilities.
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Certain Launches Touchpoint Stream to Power High Engagement Virtual and Hybrid E...
Certain announces Touchpoint Stream, a central platform for interactive virtual and hybrid events with live and on-demand content and attendee engagem...
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Certain Launches Touchpoint Ignite: Transforming Events with Deep Audience Insig...
Certain announces Touchpoint Ignite, an AI-powered event app that transforms engagement data into deep audience insights and actionable intelligence.
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Certain Launches Powerful Event Buying Signal Solution to Fuel Pipeline Growth a...
Certain announces an AI-powered event buying signals suite to transform event activity into actionable buying signals for marketers.
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ON24 | Partner
ON24, the marketing technology leader helping enterprises deliver live and always-on digital experiences such as webinars, multimedia content hubs and...
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InEvent | Partner
Partner profile for InEvent outlining its global event management platform for virtual and hybrid events.
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Grip | Partner
Grip is the leading AI-powered event, networking and matchmaking platform that helps event organizers, exhibitors, sponsors and visitors be more succe...
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What is Hybrid Event Management Software?
Definition of hybrid event management software and how it enables in-person and virtual participation.
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What is Audience, Participant, or Event Engagement?
Definition and scope of audience, participant, or event engagement and how technology enables it across event formats.
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What is a Hybrid Event?
FAQ page answering what a hybrid event is.
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What is Event Intelligence Software?
Definition and overview of event intelligence software, including its purpose and capabilities across events.
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On-Demand: Reading Your Buyer’s Mind: Event Strategies for Truly Getting to Know...
In this on-demand webinar, we’ll show you how to unlock your buyer intent through event data.
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The Ultimate AI Tech Stack for Event ROI
Learn how to scale, engage and drive revenue from events with AI in this engaging webinar.
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Turning Event Data into Gold – 7 Ways to Measure the Business Impact of Your Eve...
An on-demand webinar about transforming event data into meaningful insights.
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Turning More Audiences into Customers with AI-Powered Personalization
On-demand webinar about transforming audience intent into meaningful customer actions using AI-powered personalization.
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Transforming Your Event Data into Revenue and Results
On-demand webinar about Event Intelligence and turning event data into revenue and results.
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Igniting Event Experiences with Intelligence & AI
On-demand webinar about unlocking a deeper understanding of event attendees and delivering revenue from events.
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On-Demand Touchpoint Demo
Demonstration of the Touchpoint mobile event app by Certain, showing attendee engagement before, during, and after events.
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Crack the Code and Understand Your Event Attendees
On-demand webinar to uncover insights into event attendees’ priorities, needs, and interests using AI.
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From Signals to Sales: Activating Intent Data from Events
This on-demand webinar shows how to translate intent data into actionable intelligence that drives pipeline and accelerates deals.
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Event Center For Marketers and Event Planners
Learn and grow with Certain’s world-class events, past and present.
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Improving Efficiency & Lead Quality
Rockwell Automation partnered with Certain to centralize global event data, improving efficiency, lead quality, and global scale.
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National Instruments Achieves Significant Cost Savings and Accelerates Lead Gene...
National Instruments uses Certain's end-to-end event management platform to accelerate lead generation and reduce event-related costs.
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What is Event Data Orchestration and Why it Matters
Blog post explaining how event data orchestration turns engagement data into actionable buyer signals to drive revenue and ROI.
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Streamlining Event Data Analysis to Maximize Event Success
Overview of how AI-powered event data enables streamlined data analysis and improved event outcomes.
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Making Every Moment Count: Strategies to Boost Event Engagement and Impact
Strategies to maximize event engagement and impact using data-driven approaches and AI-powered tools.
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Leveraging Event Data and AI for Business Success
Blog post recapping a webinar on event data, AI, and buying signals, with Touchpoint Ignite.
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Introducing Event Advisor: How AI Is Transforming Event Personalization
AI-powered recommendations to personalize event journeys and drive engagement and revenue.
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Igniting Event Experiences with Event Intelligence & AI
Explores how AI-powered event technology unlocks audience insights and enhances event experiences.
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Mastering Buyer Engagement at Events
A blog exploring how AI-powered event apps and event intelligence transform attendees into advocates across the buyer journey.
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The Impact of Deep Audience Insights on Event Success
Explores how deep audience insights drive event success and revenue, and introduces Touchpoint Ignite.
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3 Ways to Drive Loyal, Repeat Event Sponsors
Three strategies to increase sponsor loyalty including attendee engagement, early bird discounts with post-event surveys, and sharing event learnings.
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Marketing Event Trends to Watch out for in 2023
Overview of key marketing event trends for 2023, including hybrid/in-person growth, data-driven insights, tailored experiences, omni-channel strategie...