Platform Capabilities

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

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

Guide detailing the Auto-Match Roommates feature in Certain's Accommodation section, including Summary, Auto-Match, and Roommate Matching Preferences ...

Page listing roommate pairs that are pending approval by the planner for event accommodations.

Instructions to import attendees' accommodation reservations from Excel or CSV into an event, including prerequisites, required fields, and step-by-st...

Guidance for managing hotels in the Certain event platform, including hotel records, supplier details, and venue information.

Help Center article describing how the Event Details Page uses event-specific Dynamic Data Fields to customize event information.

Documentation about the Website Display shell and custom display shell features in Certain's platform.

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

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

Options to configure report display and print settings for event 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...

Overview of the Unmatched Roommates page, including Roommates to Match and Available for Matching sections and how to pair registrants.

List of all matched roommate pairs and related room reservation details within the Certain platform.

Instructions to display technical information about the current release of Certain.

Overview of consolidation reports including standard reports and how to manage reports across accounts.

Documentation on creating and managing accommodation blocks for events, including block creation, utilization reports, and block details.

Instructions for adding and configuring Custom HTML sections within a registration form on the Certain platform.

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

Overview of the Display settings for event forms, websites, and emails, including Assets, Navigation Bar, Primary Display, and Extended Display.

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.

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

Instructions to customize the header and footer for custom reports across formats including HTML, PDF, and Excel, with dynamic fields and HTML Editor ...

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

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.

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

Account history records for the current account over 90 days with 1-year retention and CSV export.

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

Instructions to create a promo code with zero fee/discount in the Certain platform.

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.

Touchpoint Ignite delivers personalized event experiences at scale with AI-driven recommendations and real-time insights.

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

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

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.

Guidance on resolving issues with dynamic data fields not rendering in email templates when recipients are marked as Test Registrants.

Learn how to enable and use Web Integration Links to customize attendee experiences by inserting dynamic data into emails and forms.

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

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.

Explains risks of changing the Event Code, including file-path breakage and Touchpoint integration disruption, and remedies.

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

Overview of account structure, sub-accounts, and configuration options for Setting Up Accounts.

Overview of setting up an event in Certain, including event details, attendee types, questions, agenda items, payments, accommodation, and online disp...

Overview of the Completed Registrations by Answer Report, including how totals are calculated and how to view registrations by clicking numbers.

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...

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

Steps to remove attendees from Certain Platform when an event uses a Touchpoint integration.

Guidance on updating speaker records in Touchpoint when integrated with Certain Platform and when not synced, including bulk upload steps.

Guidance on attaching speakers to sessions and session instances for Touchpoint visibility.

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

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.

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 and use account-level display fields to configure event displays.

ACH refunds cannot be processed through Certain Platform; refunds must be processed with the payment processor and then recorded in the system.

Instructions for issuing and processing partial refunds in the Certain platform

Instructions to delete images and files from Event or Account assets in the Certain platform.

Instructions for administrators to deactivate a user from a Certain account, including limits and steps to remove a user.

Step-by-step instructions to upload and apply a favicon for an Event in the Certain platform.

There is no option within Certain Platform to delete Sub-Accounts; you can remove access to a specific Sub-Account for all Users.

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

Overview of account structure and sub-accounts in the Certain platform, including setup and usage.

Extended Display determines the look and feel of Event Forms, Websites, and Emails; an advanced HTML-based capability.

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 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.

Instructions for creating a new event in the Certain platform, including login, template options, required event fields, and saving.

Guidelines to customize email content for different registrant answers using content blocks and display rules in Certain's event setup.

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 detailing enhancements and bug fixes for Certain 7.0.1.

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

Overview of the Getting Started guide for Certain Platform in the Help Center.

Overview of account-level settings and administrator capabilities in Certain.

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

Overview of Automatic Event Waitlisting: automatically waitlists registrants when capacity is full and registers them when spaces open.

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

General FAQ describing how to manage room sharing and roommate matching (RSRM) in the Certain platform.

Overview of the Event List page in Certain Platform, including filtering, exporting, and navigation features.

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

Instructions for copying an existing event using the Copy Event wizard in the Certain platform.

Overview of the Event List in Certain Platform's Help Center, including filters, columns, and event management.

Guide to creating a custom registration confirmation for events, including text fields, barcode inclusion, and section headers.

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.

Manage event and account assets, such as images, scripts, style sheets and other miscellaneous files.

Instructions to add and edit custom Event Display Fields for use in events, including Primary and Extended Display and Dynamic Data Fields.

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

Guidance on image dimensions for the Extended Display Main Image field, including width limits, banner uploads, and customization options.

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.

Overview of the Attendee Overview page in Certain Help Center, including printing, favorites, and attendee data sections.

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

Instructions for creating and editing account-level printable confirmation templates in Certain's Help Center.

Information about creating and managing sub-accounts in Certain's Help Center.

Guide to creating and managing account-level HTML content blocks in Certain's platform.

Step-by-step guide to configuring API Fetch for Eloqua data in Certain Platform.

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

A guide exploring how AI transforms event management in 2025, detailing agentic AI, event intelligence, practical applications, and nine trend traject...

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...

Form to request a Touchpoint Ignite Demo for event management.

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.

On-demand webinar about leveraging event intelligence and AI to enhance event experiences and outcomes.

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...

A whitepaper exploring AI's potential in the event industry, including AI’s impact on trends, the role of event data, AI’s reciprocal role in data col...

From conceptualizing and strategizing your event to managing budgets, engaging attendees, and measuring impact, the Ultimate Guide to Event Success wi...

A guide on how AI-powered buying signals help marketers build meaningful connections and drive B2B event success.

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

Video-on-demand page introducing Certain's event management solutions to turn engagement signals into pipeline.

A resource describing an AI-powered tech stack for event ROI and related tools from Certain.

Video on demand session with Kent Martin about key considerations for planning and delivering hybrid events.

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

Power Templates equip event and marketing professionals to easily create events that are versatile and efficient, reducing time and costs.

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.

Infographic describing how marketing events are changing and the expanded role of event marketers.

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

Overview of Certain's Grand Connections event management and related resources.

A guide describing strategies and best practices for leveraging AI and EI to enhance buyer engagement at events.

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.

How to Drive, Capture and Act on Attendee Engagement Data for Your Virtual, Hybrid and In-Person Events.

Infographic detailing event automation and Certain's event management technology solutions for marketers and event professionals.

A guide offering tips and best practices to drive, capture, and act on attendee engagement data generated from events to connect events to measurable ...

Webinar on uncovering attendee insights and applying AI to event management.

An eBook explaining how AI and event intelligence transform attendee engagement and how to measure impact beyond vanity metrics.

Video on demand content about AI-powered session recommendations for events.

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 ...

MarketingProfs discusses how event data and AI can uncover buying signals and boost marketing ROI through real-time event intelligence.

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...

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.

Learn how to scale, engage and drive revenue from events with AI in this engaging webinar.

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

A webinar showcasing AI-powered session matching to help attendees decide among sessions and connections at events.

In this on-demand webinar, you’ll discover how to uncover insights into your event attendees’ mind – their priorities, needs, and interests using AI.

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

A page to request a live demonstration of Certain Event Advisor.

Rockwell Automation enhanced event efficiency and lead quality by centralizing data with Certain's platform, enabling faster follow-up and global cons...

Case study of National Instruments using Certain's event platform to accelerate lead follow-up and reduce support time.

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.

Official brand assets including logo lockups, color palette, typography, and product assets for Certain.

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.

Overview of using AI to personalize event marketing and convert attendees into customers.

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

Blog post about an AI-powered Question Generator for smarter event surveys and attendee insights.

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

Discussion of data-driven strategies for scalable event personalization using AI, with four pillars: Centralize, Standardize, Visualize, Contextualize...

Overview of Session Advisor, an AI-powered event personalization tool from Certain, and its benefits for attendees, organizers, and sponsors.

A data-driven guide to mastering B2B event strategy using data orchestration, event intelligence, and AI-powered tools.

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

AI-powered recommendations for events personalize attendee journeys and drive engagement, as introduced with Event Advisor.

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

Knowledge Base and support resources for Certain Platform, including articles and developer space.

Explores how AI-powered event technology, led by Touchpoint Ignite, can unlock audience insights and improve event experiences.

AI-powered event management delivers real-time insights, personalized attendee experiences, and smarter planning for marketers.

Guide on turning attendees into advocates using AI-powered event insights to optimize buyer engagement.

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 ...

An article describing AI-powered personalization and Session Advisor AI to improve attendee experiences and revenue.

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...