Marketing Automation and CRM

A guide to using Participant Types to group users and restrict features by participant type in Touchpoint.

Guide to linking within the Touchpoint app using in-app links and URL construction.

Live Polling with Touchpoint provides real-time feedback. No extra gear is required.

Guidance on creating registrations from existing data via external files or profile-based methods.

Guidance on sending emails from within the Certain Platform, including sending to a single registrant or a group.

Details about managing profiles and their relation to registrations in the Certain Help Center.

Help article detailing branding and footer settings for the Reviewer Portal, including site header branding, logo options, and linking.

Instructions for configuring the Reviewer Portal login page, including sign-in options, layout, and image customization.

Guide to configuring e-commerce accounts in the Certain platform, including supported gateways and setup steps.

Instructions to configure the confirmation page for an attendee registration form, including email confirmations, itinerary, calendar additions, and s...

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

Security options in Certain Help Center Account Settings, including session timeout, password expiration, and email-related configurations.

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

Help Center article describing how to view and update account information for administrators in the Certain platform.

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

PDF user guides for configuring and using Certain Signal to integrate with third-party applications.

Configuration options for branding and settings of the Certain Check-In app, including account logo, header/footer background, and event list display.

Overview of Single Sign-On connections for a Certain account, including types, editing, and field mappings.

Documentation of the Entry Page for Attendee Form, covering access permissions, waiver, login options, passcodes, SSO, and related settings.

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

Release notes for 2025 Spring Release #3 (8.3.26) covering fixed issues including accounts usage reports, agenda item guest list, email handling, form...

Release notes for the 2025 Winter Release #5 (8.3.23) of the Certain platform, detailing enhancements, badges, and bug fixes.

AI-powered event management software for sales professionals to turn event engagement into sales and optimize attendee experiences.

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

Power your marketing and sales ecosystem with connected event operations and insights through Certain integrations and APIs.

Deliver personalized, data-driven event experiences at scale with Touchpoint Ignite. Turn engagement into insights and revenue.

Overview of Certain's Attendee Experience and AI-powered personalization to convert engagement into ROI.

Case study on how Touchpoint boosted attendee engagement and booth activity for a leading medical devices company.

Guidance on Wi-Fi considerations for Touchpoint app at events, including bandwidth usage, app data sync, and live polling considerations.

Documentation for exhibitors on how to use the VIP Exhibitor Portal to view and edit profiles, upload materials, manage staff, tailor lead capture for...

Overview of the Lead Retrieval feature including administrator/VIP portal and lead scanning instructions.

Updates for the Touchpoint July 2025 release, including agenda navigation, messaging controls, and CMS announcements.

Instructions to enable attendee-to-attendee messaging in Touchpoint by turning on the feature in the event dashboard.

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

Learn how to add translation support and use translation fields for multi-language content in Touchpoint.

The Links feature lets you create and manage a list of webpages and files to load in the app or externally.

Instructions to add and configure the Lead Retrieval feature, edit custom fields, grant access, and use the VIP Portal for exhibitors.

Instructions for creating Info items, adding images, applying theming colors, and bulk uploading via spreadsheet.

Overview of exhibitor feature options including check-ins, related links, videos, comments, favorites, attendees, and lead capture in the Touchpoint a...

Capacity planning is an extension of the Agenda feature for managing session capacity in Touchpoint.

Form to submit a support request including email, priority, subject, event info, date, description, and attachments.

TouchPoint webinar recording page in the webinar recordings section.

Webinar recording on Touchpoint Attendee Engagement covering Activity feed, Badge Game, Live Polling, and Survey.

Getting started guide for Touchpoint, including a video training series and related articles.

Touchpoint User Dashboard Training article in the Touchpoint Support Center with a video tutorial.

Guide on tagging attendee statuses and sessions required for attendees in Touchpoint.

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.

Instructions for editing the settings of a new Touchpoint app.

Guide to designing and managing the Touchpoint interactive badge game, including badge images, rules, goals, and promotion.

Instructions for creating and sharing certificates and provisioning profiles required to publish an app to the App Store.

Documentation detailing iPad home screen panel types and panel settings for Touchpoint.

Guidance on promoting your event app with Touchpoint, including announcements, highlights, and distribution tactics.

Overview of Touchpoint login options, including pre-defined attendee lists and no pre-defined attendee lists, with details on Planner-Created, Attende...

Guidance for preparing app content and submission assets for Touchpoint apps.

Guide to publishing events to the GatherNow app and enabling user access via the CMS and App Store.

Guidance for bulk uploading content to Touchpoint using separate spreadsheets and the Import Content workflow.

FAQ covering dashboard refresh, statuses, tracking, retention, and CAN-SPAM compliance for Email Analytics.

Troubleshooting steps for email deliverability when SPF, DKIM, or DMARC checks fail in Certain's event emails.

Guidance on ensuring email deliverability from Certain, including DMARC, SPF, DKIM, and best practices.

Troubleshooting steps for changing an event's E-Commerce account in Certain, including currency lock and restoring deleted accounts.

Overview of common Cybersource payment errors and steps to resolve them.

Instructions for administrators about Cybersource setup requirements in Certain Platform.

Options for configuring E-Commerce verification settings in Certain, including AVS verification, ZIP and street matching, and CSC collection.

Information for administrators on how e-commerce works and how to configure within Certain.

Instructions to copy Confirmation Emails to a specified email address via the cc field in the Confirmation settings.

Guide to configuring the Entry Page for a Form, including permissions, waivers, security, passcodes, SSO, and messaging.

Instructions for removing attendees from Certain Platform when the event is integrated with Touchpoint.

Special considerations for updating speaker information in Touchpoint when speakers are synced from Certain Platform or added directly in Touchpoint.

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

Guide to installing and using Certain EventStream within Oracle Eloqua, including prerequisites, installation, configuration, and usage.

Guidance on attaching speakers to sessions and session instances for Touchpoint integration in Certain Platform.

Overview of submitting a proposal for the Speaker Portal and signing in, with setup instructions for portal pages and login.

Instructions for editing the Reviewer Portal pages, including the Portal page, profile layout, and session layout.

Documentation for creating and editing the Advanced Template in the Certain platform, including Display Fields and Content File usage.

Upcoming changes to Add to Calendar with AddEvent integration in the Certain platform (7.1.7).

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...

Overview of the nine email events described for SendGrid analytics and notifications via Event Webhooks.

Overview of Delivered, Bounce, Blocked, and Deferred events in email delivery and what they imply for deliverability.

Overview of common errors in Signal Flows and troubleshooting steps.

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

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

Explains how email spam filtering works for Certain, including default From address and DNS entries to send from a different domain.

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

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

Step-by-step guide to configure API Fetch with Eloqua to ingest Eloqua contacts as Certain registrations for your event.

Step-by-step configuration for API Fetch data source in the Certain Platform.

FAQ about API Fetch, the data synchronization feature included with Certain Enterprise.

A structured, multi-section guide for crafting prompts to drive event ROI using AI-powered insights.

A marketing brochure detailing how Certain's Event Automation helps data-driven marketers manage events, capture attendee insights, and drive ROI thro...

A guide for transitioning in-person events to digital formats with integration and engagement strategies.

A concise guide listing ten key features to evaluate in an event management platform.

Marketing content on turning cold event leads into warm opportunities using Certain's end-to-end event experience.

Overview of the rationale and benefits of using a mobile event app to capture attendee data and enable real-time insights.

A marketing-focused guide on measuring and improving event ROI through integrating event management with marketing automation and data intelligence.

A page to request a Touchpoint Ignite Demo for event management.

Event management software for virtual events to engage audiences, leverage event intelligence, and scale thousands of virtual events.

End-to-end event automation platform that aggregates event data into real-time insights for marketing operations.

Marketing executives can improve ROI from events by leveraging rich attendee data, integrated lead scoring, and targeted content.

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.

Certain Signal orchestrates event data flows to turn event interactions into actionable buying signals for marketing and sales.

Certain’s team of event management consulting professionals brings extensive experience in building your events, templates, forms, website design and ...

A tour of the Touchpoint Ignite mobile event app highlighting key benefits and features.

Customer stories about Certain’s event management platform featuring Rockwell Automation, National Instruments, Grand Connection, and a leading hearin...

ROI-focused page addressing resources and insights to deliver measurable return on investment from events.

A guide explaining the value of a mobile event app, with sections on management, engagement, and analytics.

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

A guide for marketers to leverage buying signals and AI to improve event outcomes and drive growth in B2B events.

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

Video-on-demand resource outlining seven methods to measure the business impact of events using Certain's platform.

Explore Certain's Event Management Technology Solutions to turn engagement signals into pipeline.

Overview of Certain's AI-powered event technology stack to maximize event ROI.

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

Part 1 of Certain's Enterprise Events series exploring the evolving role of events as strategic tools to drive growth, foster innovation, and enhance ...

Download this guide to learn more about the intersection of real-time marketing automation and event management technology.

With Power event templates, we equip event and marketing professionals to easily create events that are versatile and efficient, offering a seamless a...

Overview of Certain's event personalization features including enterprise event management software and event intelligence.

Explore Certain's Event Management Technology Solutions, including Manage Events, Engage Attendees, and Analyze Performance.

Infographic about evaluating event impact across the buyer journey and aligning event goals with funnel metrics.

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

Guide to accelerate revenue with intelligent events using Certain's event management technology solutions, including Manage Events, Engage Attendees, ...

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

Video On Demand resource detailing Certain's event management technology solutions, including Enterprise Event Management Software, Touchpoint, and Ev...

Video on demand webinar transcript about activating intent data from events.

This eBook, Part 2 of our Enterprise Events series, explains how events can serve as a strategic lever in B2B marketing, from planning to measuring im...

Guide outlining engagement-focused event marketing best practices to streamline execution and improve ROI.

Video on demand overview of Certain's event management technology solutions including Manage Events, Touchpoint, Event Intelligence, and additional re...

Attendees rely on their mobile devices for just about everything. View this event engagement overview to learn how to make events memorable.

Guide to driving, capturing, and acting on attendee engagement data for virtual, hybrid, and in-person events.

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.

Guide detailing seven steps to convert event leads using attendee data, engagement, and nurturing strategies.

Infographic page describing the Certain Touchpoint engagement app, its capabilities to engage attendees before, during, and after events, and related ...

Video On Demand presentation of Certain Event Advisor Webinar & Demo and related solutions.

Guide exploring how digital and in-person strategies together drive greater return for businesses and customers.

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

Gather Digital has become Certain Touchpoint; the mobile event app continues the mission to bring people together.

Certain launches API Fetch, a data integration solution enabling automated event data synchronization for marketing professionals.

Certain announces Touchpoint Ignite, an AI-powered event app that transforms engagement data into deep audience insights and actionable intelligence.

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

Capture Technologies delivers efficient on-site event solutions, specializing in badge printing, registration, and attendee management, with access co...

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

Thank you page for IMEX America 2023 visitors with resources on event intelligence, event management, and event engagement.

Definition of Event Automation Software: a technology evolved from traditional event management software to automate, personalize, and measure event m...

FAQ detailing who uses event automation software and related solutions.

FAQ describing how to track event attendees and participants using spreadsheets, marketing automation, CRM, or end-to-end event management systems.

Demonstration of the Touchpoint mobile event app by Certain, showing attendee engagement before, during, and after events.

This on-demand webinar shows how to translate intent data into actionable intelligence that drives pipeline and accelerates deals.

Form to request a demo of Certain Event Advisor.

National Instruments uses Certain's end-to-end event management platform to accelerate lead generation and reduce event-related costs.

Form to contact Certain Sales and reach departments such as Support and Accounting & Billing.

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

Form to request a demonstration of Certain Buying Signals, featuring fields for first name, last name, company, and work email.

A guide to turning event signals into revenue through signal-aware event management and real-time intelligence.

Explains how AI-powered insights and automation turn event attendees into customers through personalization and optimized follow-ups.

Guidance on creating strategic event goals to align marketing and sales, with funnel-stage KPIs.

An analysis of real-time signal delivery in event data and its impact on revenue teams.

Explores signal-based event solutions that connect attendee signals to marketing and sales to drive ROI.

An infographic-guided overview of measuring event success across the buyer funnel, with a framework of questions for evaluating impact and a spotlight...

Overview of how marketing events can drive revenue using data-driven strategies and event intelligence.

Explains how event buying signals reveal buyer intent and how to activate them to drive revenue from events.

Guide to turning event signals into revenue through signal intelligence and engagement insights.

Three AI-powered strategies to convert event leads into sales-ready conversations: engagement signals, personalized post-event outreach, and AI-powere...

Certain helps run engaging events, personalize attendee experiences, and turn engagement into buying signals to accelerate buyer journeys and deliver ...