Payments and Revenue

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

Guide on creating and applying percentage-based discounts to event registrations, including promo codes and logic-based discounts.

Overview of Attendee Types, their uses, and how to set up new Attendee Types in an event.

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

Step-by-step troubleshooting for payment processing on complete registrations in Certain's form-based payments.

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

Guidelines for handling chargebacks, adjustments, test payments, and refunds within payments and transactions.

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 set up cancellation fees, cancel registrations and agenda items, and process refunds.

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

Overview of creating and managing system users and assigning user types in Certain.

Comprehensive guide to setting up an event in Certain, including event details, attendee types, agenda items, and display settings.

Guidance on branding settings for the Reviewer Portal, including logos, header graphics, and sponsor links.

Promo Codes Quick Guide is a brief PDF describing how to set up Promo Codes for use in an event. The Registration Groups as Promo Codes sub-module mus...

Instructions to import promo codes for an event using the Event Promo Code Import Wizard.

Instructions to import discounts via CSV using the Discount Import Wizard, including preparing the CSV and mapping fields.

Define Booking Statuses and Action Codes for attendee accommodation bookings; used for internal event planning.

Instructions for creating and managing user-defined columns in Consolidation Reports within the Certain platform.

A summary of all payments and refunds for all of the events in the current account, grouped by the payment type and date processed.

A summary of all payments and refunds for all events in the current account and sub-accounts, grouped by payment type and date processed.

Instructions to allowlist the IP address range used for Certain support emails.

High-level Key Metrics dashboard for event performance across registrations, attendance, engagement, and ROI.

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

Guidance on Pay.gov Response 4054 data validation errors and fixes.

Information about ACH refunds when using Certain Platform and instructions for processing refunds outside the platform.

Administrators can deactivate users by changing their status to Inactive; deletion is not supported in the workflow.

Information on integration settings to use a Stripe account as a payment processor in an event, including unsafe processing warnings, editing settings...

Instructions for using an agenda item and a logic rule to apply discounts on a registration form.

Explains how fees expire and how to change fee amounts in Certain, with examples and screenshots.

Instructions to create and filter a Registration History Report to identify registrants who received a sent email.

Instructions to mass download attendee profile images by creating a Registrations report and adding a custom column for image file paths.

Release notes for 2025 Fall Release #4 (8.3.40), including enhancements, bugs, tool tips, and user updates.

Fall 2025 release notes for version 8.3.38, detailing bug fixes across Content Blocks, Forms, Attendee Types, Payment Processing, and Reporting.

Release notes for the 2025 Summer Release #6 (8.3.36) of the Certain platform.

Release notes for 2025 Summer Release #2 (8.3.32), including bug fixes across Custom Statuses, Email, Event Dashboard, and more.

Release notes for the 2025 Summer Release #3 (8.3.33.1), detailing enhancements, On-Demand Badges, and bug fixes.

Release notes for the 2025 Summer Release #1 (8.3.31) in the Certain Help Center.

Release notes for the 2025 Spring Release #7 (8.3.30) detailing enhancements and bugs fixed.

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

Release notes for 2025 Spring Release #2 (8.3.25), including enhancements and bug fixes.

Post-event tasks including closing registrations, refunds, and reporting for the Certain event platform.

Checklist to get ready for registrants before accepting online registrations.

Instructions for adding optional options to an event in Certain, including Agenda, Accommodation, Payments, Logic, Additional Registrations, Entry, an...

Step 1 in planning an event in Certain; gather essential details before starting.

Guidance on deleting or delinking webinars from events or sessions using Certain's Signal integrations, with step-by-step instructions.

Steps to create outbound flows to send attendee data to ON24 for event-level or session-level webinars.

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

Guide to configure ON24 and Signal for the Certain Digital integration.

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

Guidance for configuring digital sessions with Zoom or ON24 using Certain Signal on the Certain Platform.

Guidance for configuring Certain Signal with ON24 for digital events, including prerequisites and step-by-step setup.

Guidance on configuring digital events with Certain Signal and webinar providers Zoom or ON24.

Guidance for configuring Digital Events in Certain Signal with Zoom, including prerequisites and setup steps.

Instructions to create a promo code with zero-dollar discount in the Certain platform.

Documentation on using report filters in the Certain platform, including Date, Standard, Drill-Down, and Advanced Filters for Reports/Analyze.

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

Technical guide for integrating Certain Signal with third-party apps using Advanced Webhooks, including nested JSON support and Mappings.

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

PDF user guides to configure and use Certain Signal for third-party integrations.

Branding and configuration settings for the Certain Check-In app used to check attendees in on-site.

Release notes for the 2025 Winter Release #5 (8.3.23) in the Certain Help Center.

Guide to using the Registration Groups as Promo Codes module in Certain.

Overview of recurring sessions, delayed creation, fees, conflict checks, check-in, and edits.

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.

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

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.

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.

AI-powered event management software for sales professionals that turns engagement into sales through AI-driven insights and optimized event experienc...

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

Training resources to maximize event success on the Certain platform, including Certain University and Training Webinars.

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.

Take a tour of Session Advisor, including tour instructions and demo note.

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

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

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

Infographic about using AI prompts to drive registrations, personalize engagement, and deliver Real Event ROI.

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

A whitepaper outlining how to scale event intelligence across an entire event portfolio to measure ROI and impact.

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.

An ebook outlining how to blend in-person and digital event experiences into a hybrid strategy.

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

Infographic detailing how events drive revenue.

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

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

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

A guide outlining ROI considerations, data challenges, and resources for event marketers.

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

An eBook detailing how AI and event intelligence drive attendee engagement and revenue at events.

Video-on-demand resource exploring how AI-powered session recommendations can enhance event experiences.

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

A learning center with guides, infographics, videos, webinars, and whitepapers about event marketing and management.

Form to request a demo of Certain's event management platform.

Power your marketing and sales ecosystem with connected event operations and insights. Certain integrates across your entire enterprise stack, streaml...

Enterprise-grade event management platform that orchestrates attendee journeys, AI-powered personalization, and data-driven ROI.

Gain a 360-degree view of buying signals and analyze event performance to boost attendance, engagement, and revenue.

Certain congratulates Thomson Reuters on Stevie Awards wins for SYNERGY2024 and explains how Certain's AI-powered event technology powers engagement a...

Certain announces Touchpoint Stream, a central platform for interactive virtual and hybrid events with live and on-demand content and attendee engagem...

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

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

Certain announces a strategic partnership with Capture Technologies to enhance on-site event operations and deliver real-time insights across the even...

Certain launches Session Advisor AI, an AI-powered personalization solution delivering scalable, personalized session recommendations to accelerate bu...

Certain announces an AI-powered event buying signals suite to transform event activity into actionable buying signals for marketers.

Zoom helps businesses and organizations bring teams together in a frictionless environment. Our cloud platform for video, voice, content sharing, and ...

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.

EventOPS is an Event Resource Management system designed for your scaled event team – built to make requesting, budgeting for, and operating events st...

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

AMi provides technology-based attendee management services using event registration software to help organizations simplify event planning and attende...

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.

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.

Definition and overview of event intelligence software, including its purpose and capabilities across events.

An on-demand webinar about transforming event data into meaningful insights.

On-demand webinar about Event Intelligence and turning event data into revenue and results.

On-demand webinar about unlocking a deeper understanding of event attendees and delivering revenue from events.

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

On-demand webinar about harnessing event data to unlock buyer intent and identify important buying signals.

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

Overview of Certain's Attendee Experience platform powering personalized journeys, AI-driven insights, and integrated data to convert attendees into b...

Form to request a demo of Certain Event Advisor.

Event Advisor personalizes each attendee’s experience with AI recommendations, while capturing rich engagement data and intent signals.

Grand Connection scales events with Certain’s Smart Event Technology to streamline workflows and enhance attendee engagement.

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.

Blog post explaining how event data orchestration turns engagement data into actionable buyer signals to drive revenue and ROI.

Overview of data-driven marketing and its impact on event ROI, with steps to implement.

Recap of a webinar on activating event intent data to turn engagement into revenue and strategies to act on signals across pre-, during-, and post-eve...

Guide to planning product sessions at events to collect buying signals and turn insights into product strategy.

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.

Overview of how AI-powered event data enables streamlined data analysis and improved event outcomes.

Strategies to maximize event engagement and impact using data-driven approaches and AI-powered tools.

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.

A guide to mastering B2B event strategy using data orchestration, AI, and event intelligence to optimize attendee engagement.

Blog post recapping a webinar on event data, AI, and buying signals, with Touchpoint Ignite.

AI-powered recommendations to personalize event journeys and drive engagement and revenue.

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 AI-powered event management, Buying Signals, and personalized experiences to drive growth.

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

A framework to convert event data into real-time revenue intelligence across marketing, sales, and revenue operations.

A guide to turning events into ROI by designing attendee value, signaling readiness to buy, and aligning formats with buyer stages.

An exploration of treating events as adaptive, intelligent ecosystems driven by AI, intent signals, and real-time analytics to improve engagement and ...

A detailed, seven-principle framework for turning events into revenue opportunities, inspired by Dreamforce 2025.

Explains buying signals, their types, and how to capture them in real time for event intelligence.

Blog post describing AI-powered personalization and Session Advisor AI to enhance attendee experiences and drive revenue.

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

Explores how deep audience insights drive event success and revenue, and introduces Touchpoint Ignite.

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

Three steps to create event content that resonates with attendees and drives business results using data orchestration and event intelligence.

Blog covering event planning, management, and intelligence insights for marketing and sales teams.

Overview of how Certain helps events become revenue engines through AI-powered engagement and data orchestration.

Certain enables events to deliver personalized attendee experiences and turn engagement into buying signals, accelerating the buyer journey and ROI.