Payments & ROI

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

Guidance on creating and configuring custom reports in Profiles, including Setup, Display, Groups, Subtotals, Columns, Filters, and Page sections.

Use this page to create and run reports on the profiles in your Certain account.

Instructions to set up and customize a Session Catalog using the Session Catalog Designer.

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

Help center article detailing how to manage session reviews, including Submitted, Under Review, and Approved lists, and how to use filters and recomme...

Guide to configuring the Speaker Portal for submitting abstracts, including Submitter, Speaker Details, Session Details, and Additional Speakers.

Page describing the Events Calendar web page and its options for displaying events within a website account.

Instructions on configuring export-time Mass Actions for report exports.

Guide to using Date Filters and Advanced Filters for Consolidation Reports in Certain.

Steps to delete a registrant from an event in the Certain Help Center, including mass action and profile deletion, with notes about payments and test ...

Step-by-step instructions to locate and copy an event in Certain.

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

Instructions for viewing imported registration data in Certain by clicking the underlined number corresponding to the state or status in All Registrat...

Explanation of the Primary Form concept, how to designate it, its cross-link usage, and cautions.

Documentation for the verify/edit page of the attendee form in the Certain platform.

A brief PDF guide describing the cookies added to registrants' browsers by forms and webpages created using Certain, including admin-side cookies.

Guide to creating a new registration form in Certain's event platform, covering sections, setup, layout, and advanced settings.

Documentation on creating and using supplier report filters, including date and advanced filters.

Documentation for displaying subtotals in supplier reports, including grouping and per-group totals.

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

Define and manage report export actions in Certain Help Center.

Information on displaying subtotals in printable reports and how to configure grouping and total options.

Overview of how to use report filters including date, standard, drill-down and advanced filters in Certain's reporting platform.

Guidance on creating and configuring summary groups to sort data in event reports for printable formats.

Email template for the hourly email sent to new digital event registrants; editable when the Digital Events module is enabled.

Overview of how to view and manage scheduled emails in Certain.

A summary of all qualified sessions and their speakers for an event, including details from the Session record.

A detailed list of all sessions in the event, showing the information set up on Manage > Speakers and Sessions > Sessions.

Guide to adding, editing, deleting, scheduling, and filtering sessions and session instances within Speaker and Session Management.

Documentation for creating and using report filters for Profiles, including Date Filters and Advanced Filters.

Guidance on displaying subtotals in profile reports, including sums, max, min, averages, and group-level totals.

Explains how to group report data by up to three summary levels in profile reports, with options for sorting and display.

Help article detailing how to configure e-commerce accounts and processor settings in Certain.

Instructions for configuring Single Sign-On connections for a Certain account, including types of SSO, editing configs, and field mappings.

Details on configuring the entry page of an attendee/registration form, including permissions, waiver, login options, passcodes, and SSO.

Information on the integration settings needed to use Stripe as your payment processor in your event.

Guide to creating and managing users within a Certain account, including user types and setup steps.

Release notes for the 2025 Winter Release #5 (8.3.23) of the Certain platform.

AI-powered event management software for sales teams to identify high-potential prospects, personalize follow-up, and drive better event outcomes.

Power your marketing and sales ecosystem with connected event operations and insights. Certain integrates across your enterprise stack to streamline e...

Enterprise event management platform that delivers branded events, attendee journeys, analytics, and AI-powered insights to drive ROI.

Gain a 360-degree view of buying signals and insights to improve attendee behavior, performance, and revenue across all events.

Event Advisor personalizes attendee experiences with AI recommendations and captures engagement data and intent signals.

Overview of Certain's mission, leadership, and core values on the About page.

Article describing how to tag attendee statuses and sessions for attendees in Touchpoint.

Overview of speakers and sessions from Platform to Touchpoint, with related articles and feedback.

Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.

Guide to applying percentage discounts to event registrations via promo codes or logic-based rules.

Explains how the ISO Country list determines available countries in the Country drop-down and how to configure the Country field in forms.

Information about navigating main event components within your account, including the Event List and event-specific tabs: Plan, Promote, Manage, Engag...

Documentation on creating and managing custom registration statuses for attendees.

Instructions to add and manage suppliers for an event in the SMM module of Certain.

Instructions for creating fully customized email templates for events or forms in the Certain platform, with styling tips and an example.

Instructions to locate and modify a registration within the Certain event management system.

Instructions to troubleshoot when payments saved on a form are not processed during complete registrations.

Tips on chargebacks, adjustments, test payments, and refunds for payments and transactions.

Overview of common Cybersource payment errors and how to resolve them for e-commerce accounts.

Instructions for administrators to configure a PayPal account within Certain.

Guide to using the Form Entry page: add Entry page to the sequence, set up waivers, and configure login options.

Instructions to streamline agenda item entry in Certain using Import/Export features, including creation, export, Excel editing, and re-import.

This article explains the Event Agenda Summary Report in Certain, showing per-agenda-item quantities and drill-down options.

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

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

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

Step-by-step iOS quickstart for the Certain Check-In app, including prerequisites and how to use the guest list, check-ins, and sessions.

Overview of the Single Event View in Event Intelligence, including charts and metrics for single-event analysis.

Key Metrics is a dashboard that provides a high-level view of event performance, including registrations vs goals, ROI, and audience details.

Instructions for assigning speakers at the session level or per-instance level, including master speakers and per-instance speakers.

Instructions for filtering and displaying sessions in the Session Catalog, including Highlighted, Promoted, and General sessions and default filter op...

Overview of three display styles for session catalogs: Magazine, Promoted, and General; guidance on where to configure and how to highlight sessions.

Guidance on creating multiple catalogs for a single event, syncing data, and configuring catalogs in the Certain platform.

Instructions for submitting a proposal in the Speaker Portal and signing in, plus how to configure portal settings and landing pages.

Documentation on login options, My Sessions, and session catalog layout for registrant experiences.

General tips and best practices for Session Catalog, including themes and branding considerations.

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

FAQ about Session Advisor AI, its workflow, integration, and data privacy within the Session Catalog.

Documentation for creating, editing, and managing the Advanced Template in Certain's Help Center.

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

Overview of improvements to the Event Reports area in Certain 8.0, including report list improvements, data field grouping, and advanced options.

Instructions to create an account-level report to export attendee details for each event.

Instructions for issuing and processing partial refunds in the Certain platform

Details about how event fees expire and how to change fee amounts on items and registrations in Certain.

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

Guide to configuring Google Analytics tracking in Certain by adding Tracking IDs to events, forms, mobile app, and speaker portal.

Overview of how to create a Registration Changes Report, including eligibility, steps, and export formats.

Release notes for the 2025 Fall Release #3 (8.3.39), including enhancements and bug fixes for the Certain platform.

Release notes for 2025 Fall Release #2 (8.3.38) detailing bug fixes across blocks, forms, attendees, payments, and reporting.

Release notes for 2025 Summer Release #6 (8.3.36) covering bug fixes across agenda items, assets, badges, display rules, event copy, registrations, pr...

Release notes for the 2025 Spring Release #5 (8.3.28), including enhancements, bugs, and SSO improvements.

Step 10 describes post-event tasks to clean up data and assess event success.

Guidance for planning and creating reports after registrations in the Certain event platform.

Step 4 explains adding options via agenda, accommodations, payments, logic, registrations, and custom HTML to event registration forms.

Overview of email delivery statuses such as Delivered, Bounce, Blocked, and Deferred in Certain's Email Analytics.

Details about cipher suite changes for Certain Platform, API, Signal, and SSO, effective June 30, 2022.

Guidance on sharing webcast join details via email templates and linking to the Session Catalog for Digital Events.

Instructions for assigning master and specific speakers to sessions and their instances in the Certain platform.

When adding Speakers to a Session with Instances, an Alert will display to give the option of including that Speaker to associated instances.

Overview of formats for delivering reports including HTML, PDF, Excel, CSV, and TXT.

Release notes for Certain 7.1.5 detailing enhancements and bug fixes across 2.0 API, accessibility, admin interface, display, forms, roles, speaker an...

Release notes for Certain 7.1.4, detailing bug fixes across admin interface, country list, email, forms, groups, reporting, and speaker/session manage...

Release notes for the Certain platform version 7.1.3, detailing enhancements and bug fixes released in November 2020.

Release notes for Certain 7.1.2, including 7.1.1, released in October 2020.

Release notes for Certain 7.1 detailing new features and updates across Certain Digital/Signal, webinars, Touchpoint, API, reporting, and security.

Release notes for Certain 7.0.5 covering enhancements and bug fixes across Badging, API, Events, Sessions, Reporting, and more.

Release notes for Certain 7.0.4, detailing enhancements and bug fixes.

Release notes detailing enhancements and bug fixes for Certain 7.0.1.

Index of previous release notes for the Certain platform, grouped by major version.

FAQ about using the Reports page in the Certain platform, including filtering, editing, and creating reports.

Overview of attendee financials in Certain's event platform, including purchases, payments, refunds, invoices, and reporting.

Help article outlining how to locate a registration in Certain using the Event Dashboard, queries, and reports.

Instructions to update messages for full inventory items or when capacity is reached for Sessions and Agenda Items.

Guidance for configuring digital events and sessions with Zoom or ON24 via Certain Signal.

Outline for setting up digital events in Certain, including prerequisites, steps, and integrations with Zoom and ON24.

Instructions and examples for creating web integration links, including SSO and Passkey Step Mode, and registration links.

Instructions for using the Report Results window in the Certain platform, including Action Bar, filtering, sorting, and row controls.

Instructions to create and manage account-level websites in Certain, including details on website details, web pages, security settings, and previewin...

FAQ about using the Report Results window, including the Action Bar, filtering, exporting, and row controls.

Instructions to create or edit custom reports in an event, with details on report types, tokenization, visibility, and access.

For 'Reports Only' users — accessed automatically after logging in; explains how to view and run event reports assigned to your role.

Help article detailing the Packages feature in Certain's Event module, including setup, usage, and reporting.

Documentation for configuring and using the Sessions (Attendee Form) in Certain's event planning platform.

Overview of configuring and using Single Sign-On in Certain for admins, attendees, and check-in.

Administrator-only page to configure Single Sign-On connections for events in Certain.

Configure email notifications to alert recipients when capacities reach defined thresholds for attendees, items, and events.

Guide to entering basic information for events in Certain, including event name, code, dates, time zone, status, webinar, location, and roles.

Guidance for configuring Simple and Conference Session layouts in Speaker and Session Management.

Guide to setting up and using Google Analytics in the Certain platform, including website profiles, tracking IDs, and per-page URLs.

Guide detailing essential and non-essential cookies used by the Certain platform, with browser instructions for accessing cookie data.

Guidance to import and update registrations in Certain events, including preparing data, uploading, mapping, and confirming import.

Real-time dashboards and analytics for check-in data 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.

Guide on adding, listing, importing, and exporting tags for accounts and sub-accounts.

Overview of role-based access control in Certain, including Roles, Permissions Level, User Types, and assignments of users and reports.

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

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

An eBook guiding marketers on transforming event attendees into long-term brand advocates through AI and event intelligence.

A playbook outlining how event engagement data connects events to measurable business results through planning, pre-event, during-event, and post-even...

An enterprise-focused overview of how events drive lead generation, engagement, and brand growth in B2B marketing.

A marketing brochure describing how Event Automation helps marketers manage events, capture attendee insights, engage attendees, and optimize event ma...

A structured guide outlining data-driven strategies for event planning, budgeting, data orchestration, and technology selection.

A guide on delivering business objectives through digital events by leveraging seamless integrations, branding, and attendee insights.

A concise guide explaining the value of mobile event apps for attendee insights and ROI, including a Top Ten list of benefits.

A whitepaper on blending digital tools and in-person events to drive engagement, generate leads, and enhance post-event follow-up across marketing and...

A co-branded marketing brochure illustrating segmentation, email marketing, attendee data capture, and data integration for event-driven marketing wit...

Certain's Stripe integration enables online and in-person event payments with 100+ payment methods, 135+ currencies, fraud protection, and localized p...

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

Certain’s consulting team provides event management consulting, implementation, and insights to optimize event performance.

A page that presents the Certain Event Intelligence product tour.

When you're investing a significant portion of your marketing budget in events and your CEO asks, 'What are the results?', do you have the resources a...

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

Whitepaper on scaling event intelligence to measure ROI across the total event program.

Infographic about evaluating event impact across the funnel and aligning event goals with business outcomes.

Infographic about combining data from marketing automation and events to deliver ROI. Includes resources and solutions for event marketers.

An enterprise events guide exploring the ROI of in-person experiences, from a C-Suite perspective in Part 3 of the Enterprise Events series.

Events give companies a chance to tailor experiences to attendees. These experiences can take prospects and leads through their buying process faster,...

A guide of best practices for engaging B2B events to streamline execution and improve results.

A guide on ROI for event marketing and how to leverage event data with Certain's platform.

Infographic resources for event marketing and management, featuring topics from software features to AI prompts and ROI.

Form to request a demonstration of Certain event management solutions.

Overview of Certain's reporting and intelligence capabilities for event programs, including application-level reporting, curated datamart, and insight...

Certain congratulates Thomson Reuters on Stevie Awards wins and highlights the role of AI-powered event technology in driving engagement and business ...

Certain announces Touchpoint Ignite, an AI-powered event app that turns engagement data into deep audience insights with a conversational interface.

Certain announces a strategic partnership with Capture Technologies to merge onsite event technology with AI-powered event management and intelligence...

Certain launches Session Advisor AI, an AI-powered personalization solution delivering tailored session recommendations at scale for event management.

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

InEvent partner page describing the InEvent event management platform and its reach, including trust by Coca-Cola and Amazon, serving virtual and hybr...

AMi provides technology-based attendee management services through event registration software and support, simplifying event management for organizat...

FAQ explaining what event management software is and its capabilities.

On-demand webinar explaining how to transform event data into meaningful insights.

An on-demand webinar showing how to translate event data into actionable intelligence to drive pipeline and accelerate deals.

Grand Connection scaled events with Certain’s Smart Event Technology using automation to improve efficiency, engagement, and ROI.

Contact page for Certain featuring a form to collect personal and event information and contact details for support and billing.

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

Recap of a Certain webinar on activating event-intent data to drive revenue.

Blog post explaining how buying signals and signal-aware strategies turn event experiences into revenue using AI-powered insights.

A guided approach to capturing and leveraging event data to engage attendees and maximize ROI using AI-powered insights.

A guide to setting measurable event goals and aligning them with the buyer's journey across funnel stages.

Blog recap of a webinar on event data and AI, including Touchpoint Ignite and data-driven strategies for ROI.

Guidance on evaluating event impact and measuring funnel performance for B2B marketers.

A guide on using events to identify buyers and accelerate ROI with signals throughout the event lifecycle.

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

AI-powered automation enables real-time lead scoring and hyper-personalized post-event outreach to improve ROI.

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