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What Buying Signals Can You Capture at Event Check-In?
Event check-in captures two buying signals at once: behavioral signals about who arrives and declared intent from verified buyers, and the value depen...
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Select the ideal Package for Your Team
Flexible plans for every organization. Certain Pro, Touchpoint Ignite, and Certain Enterprise pricing with SSO and feature-based package details, plus...
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You Don’t Have to Wait to Be AI-Ready. Your Events Already Produce the Signal
Strategy article by Peter Micciche (CEO, Certain) arguing that you don’t have to be fully AI-ready to use AI this quarter, because your events already...
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The Event Is the New Sales Floor: How AI Turns Physical Presence Into Pipeline
The Event Is the New Sales Floor: How AI Turns Physical Presence Into Pipeline explains how AI-powered event intelligence captures buyer intent from p...
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How Grand Connection Scaled Events with Certain's Smart Event Tech
A full-service event management agency unified its event ecosystem with Certain, automating workflows, standardizing branding, and enabling scalable g...
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From Attendee to Advocate: Mastering Buyer Engagement at Events with AI & Event ...
A practical eBook on using AI and event intelligence to turn every attendee moment into a buying signal, then convert engaged buyers into long-term br...
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Ultimate Guide to Event Data Orchestration
Ultimate Guide to Event Data Orchestration covers collecting, consolidating, and activating event data using integrations, AI, and event intelligence ...
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Data Retention Policy
Data Retention Policy for Certain Information Technology. Covers data environments, backup tiers, encryption using TDE and HSM, data destruction per D...
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What to Look for in AI-powered Event Technology
Overview of criteria for selecting AI-powered event technology, including transparency, prediction, ROI, conversion, real-time optimization, and ethic...
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Expand Your Reach With Our Expertise
Partner programs for every relationship: Technology Partners, Agency Partners, Integration Partners, and Strategic Alliances, plus the Certain Partner...
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Event Management Services
Event Management Services for Certain, including Global Event Technology Support, Event Management Consulting Services, Training, and event intelligen...
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Let's Connect
Let's Connect. Ready to explore how Certain can transform your events? Submit the contact form and reach support or accounting & billing by email.
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About
Certain is the event technology partner that captures real-time engagement and transforms it into buying signals to turn events into pipeline and reve...
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Connect Certain with your application ecosystem
Connect Certain with your application ecosystem. Power marketing and sales with connected event operations and insights across CRM, marketing automati...
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In-Person Events Easily Planned, Delivered & Repeated
Certain’s event automation platform for in-person events: badge scan signals, real-time lead scoring, seamless on-site check-in, session management, s...
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Turn event attendees into pipeline.
Certain for sales professionals turns event engagement into closed deals using real-time buying signals, prioritized lead lists, and CRM integration.
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The Event Intelligence Platform that turns every interaction into pipeline.
With Certain, events go beyond logistics by delivering connected attendee journeys, personalizing every interaction with AI, and connecting engagement...
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Certain Event Intelligence
Gain a 360-degree view of buying signals and performance insights for all events.
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Certain
Certain captures buying signals from every attendee interaction and routes them to your CRM while attendees are still in the room, to help teams accel...
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About Google Analytics Tracking IDs
Instructions for obtaining Google Analytics Tracking IDs (such as “UA-12345678-1”) for use in Certain events, including steps for new and existing Goo...
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Cookies in Certain
Cookies in Certain is a brief PDF guide to the cookies added to registrants’ browsers by Certain forms and webpages, including essential admin-side co...
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Attendee Overview
Attendee Overview is an admin page that shows a summary of a selected attendee’s details, including printing, favorites, one-click actions, profile, r...
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Session Export (in Speaker and Session Management)
Learn how to export sessions in Speaker and Session Management by selecting Export, choosing a category type, choosing a file type, and downloading th...
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E-commerce Account Details
E-commerce Account Details for setting up Certain e-commerce processing accounts, including online processors, payment methods, AVS, CSC, and processo...
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Search Profiles
Certain Search Profiles page enables users to find profiles using detailed searches of the profiles database and edit selected records. It includes Co...
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Event List (for Reviewers)
Certain Event List (for Reviewers). Reviewers see current and upcoming assigned events, sort columns, mark favorites, return to the list, and log out.
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API 1.0
Backwards compatibility note for Certain legacy Web Services API 1.0 and guidance to build new integrations using Certain API2.0, including access via...
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Account History
Account History in Certain stores account history in the Certain database for one year and provides last-90-days records, 25 per page, plus CSV downlo...
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Account Information
Account Information explains how Certain accounts organize events and profile data, and how the Account Name, Primary Contact, and Email fields are us...
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General Ledger
General Ledger in Certain: enter expense account numbers and account names, choose default or customize G/L values, add new G/L accounts, and view eve...
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Custom Event Data
Custom Event Data explains how custom questions are answered by the event builder and used for internal reporting, consolidation reports, Logic Rules,...
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Russian Data Privacy
Russian Data Privacy requires the Data Privacy Module and its Russian Data Privacy sub-module. It configures Policy, Service Auth Type, service URL, e...
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General FAQ - Using the HTML Editor
Certain HTML Editor FAQ describes how to use Source mode, Normal mode, Save, images (Browse Server to), CKeditor enablement, and HTTPS requirements fo...
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SSO (Single Sign-On) Configuration and Use
This topic is an overview of how to configure and use an SSO (Single Sign-On) in Certain, including Admin, Attendee Login, and Check-In App SSOs.
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SSO Configuration
SSO Configuration instructions for administrators. Learn how to select SSO(s) for event use and how to manage the SSO Configuration (List) fields like...
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SSO Connections (for an account)
Set up and edit Single Sign-On (SSO) connections for an account in Certain, including SSO types, available SSO connections, field mappings, lookup set...
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General FAQ - Sending Emails
General FAQ - Sending Emails explains when the system sends text or HTML (web-based) emails, and how planners send group and individual messages in Ce...
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General FAQ - Setting Up Accounts
General FAQ - Setting Up Accounts explains how Certain accounts store user, event, profile, and registration information, how to plan account structur...
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User Information
Certain Support Center documentation for User Information, including user types, User List filters, User Profile fields, GDPR data subject requests, E...
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General FAQ - Managing Profiles
Managing Profiles in Certain includes: Profiles and Registrations, Setting Up Custom Profile Information for an Account, Managing Profile Information,...
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General FAQ - Creating an Event
General FAQ - Creating an Event explains three ways to start a new event in Certain: from scratch, by copying an existing event, or from a template.
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User-Defined Column Details (Account Reports)
Create up to 20 user-defined columns for Certain account reports. Define Column Name and Column Definition. Choose Display the first non-blank from or...
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Profile Reports
Use this page to create and run reports on profiles in your Certain account. Profiles include attendees, speakers and reviewers. Profile Report result...
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Event Details Page
The Certain “Event Details Page” is a special page navigated from the Events List that uses event-specific Dynamic Data Fields to customize event info...
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Website Display
Website Display explains the Custom Display Shell, including Dynamic Data Fields (Navigation Row, Profile Info, Page Content) and Custom HTML Attribut...
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Website News Page
Website News Page is a generic page where static content appears on the public-side of the website via EVENTS > Websites > Add/Edit website > News.
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Event Options
Use the Event Options page to configure event settings and to turn modules on or off for the event. Sections include Global Settings, Automatic Event ...
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Basic Navigation Within Certain
Basic Navigation Within Certain explains Global Links in the upper right corner and the Primary Navigation Menu tabs for EVENTS, PROFILES, SUPPLIERS, ...
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Setting Up Digital Sessions
Setup guide for Setting Up Digital Sessions using Certain Signal Connector integration with Zoom and ON24.
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Setting Up a Digital Event
Set up a Certain digital event with webinar providers Zoom and ON24 using Certain Signal Connector, including prerequisites and per-event steps.
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Build and Manage an Event - Step 2
Step 2: Fill in Basic Details. Guidance for Certain page sections: Plan > Event Setup > Details, Plan > Configure > Options, Plan > Event Setup > Atte...
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Build and Manage an Event - Step 1
Step 1: Plan the Event Building Project in Certain, including the event details to gather before proceeding to Step 2: Fill in Basic Event Details.
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Global Navigation Icons
Global Navigation Icons explains how Certain global navigation bar icons work, including Support bot, Search, Recent Items, Favorites, and Help and Su...
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Event List (Reports-Only Users)
Event List (Reports-Only Users) explains how Reports Only users see reports for current and upcoming events, how to filter event views, and how to log...
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Event List
Certain platform support article explaining Event List behavior, templates exclusions, filters, columns, exporting, and role-based alternative event l...
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Search For Forms
Instructions for searching Certain forms across events and accounts. Covers Submit search criteria, Search for fields, Operator begins with, wildcard ...
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Search For Profiles
Learn how to search for Profiles across accounts and sub-accounts in Certain by setting Search for, Operator, search text, Max Records, Records Per Pa...
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Search
Search instructions for selecting Registrations, Profiles, Events, Forms, or Websites. The steps explain choosing a field and operator, entering a val...
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My User Information
Instructions for updating Certain basic user information and changing your password, including User Preferences and Password Rules.
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Assigning User Types
Overview of available user types and how to assign access and permissions in Certain.
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Multi-Page Lists
Certain Support Center article explaining Multi-Page Lists and the list controls for showing entries, Search, Showing totals, and Previous/Next naviga...
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Scheduled Emails
Scheduled Emails page content for Certain. It covers where Scheduled Emails appears, how to view active scheduled emails, and what happens when copyin...
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Import Suppliers
Import Suppliers using Certain.as. Learn how to prepare a tab-delimited text file, upload it via Suppliers Import Wizard, map fields, set import optio...
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Exporting Content from a Previous Event to a Future Event
Touchpoint CMS instructions for exporting content from a previous event or event template to a future event, including copying selected items and expo...
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Registration Groups in Certain
Guide to using the Registration Groups sub-module in Certain, including enabling, setting up groups and attendee types, assigning group membership, us...
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Countries Available in Certain
Certain uses the ISO (International Organization for Standardization) Country list to determine which countries are available in the Country drop-down...
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Accommodations Guide
An overview of the Accommodation Module in Certain, covering Room Types, Hotels, Accommodation Blocks, Sub-Blocks, and Forms, including Roommates and ...
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How do I import gender with my invite list?
In order to import into the system field "Gender," use the following values in your spreadsheet: Male = 1, Female = 2, Unknown = (blank).
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Managing Registrations: Working with Profiles
A Profile contains contact and other information for individuals who have attended Events. Learn how to create Profiles, invite Profiles to an Event, ...
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Modifying Registration Details
Instructions for modifying a single Registration in Certain by using Manage > Registrations, Report results, and the Registration Overview tabs. Inclu...
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Enforcing email uniqueness and addressing form login errors for existing email a...
Certain support article about enforcing email uniqueness and resolving the form login error "A registration already exists with this email address." S...
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Form Entry & Security
Configure a Form Entry page for landing page use, waiver checkbox requirements, and Login Options including Enable Forgot Password with Promote > Emai...
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Roommate Matching
Roommate Matching instructions for planners covering Plan > Accommodation > Roommates, Auto-Match, Pending roommates, Matched roommates, and "No Match...
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How to set up a Form's Entry Page
Instructions for the Form Entry page, including Entry Section HTML, Form Entry Permissions (Open Enrollment or Profile, Reg ID in URL or Integrations ...
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Import/Update Registrations
This topic describes how to import and/or update registrations on the Registrations > Import page in Certain, including the Registration Import Wizard...
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Room Reservations Import Error on Date/Time Format
Learn how to fix the Room Reservations import date/time format error where arrival dates must use MM/dd/yyyy.
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Forms FAQ - Linking Website to Forms
Forms FAQ - Linking Website to Forms explains how meeting planners link a Certain registration form from an existing event-level website and from acco...
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Forms FAQ - Changing the Order of Items on a Form
Certain support article explaining how to change the order of items on a form by configuring Forms > Setup > Page Layout and using Online Form Sequenc...
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Forms FAQ - Editing Forms
Forms FAQ - Editing Forms explains how to edit a certain form and describes the left navigation links such as Setup, Entry, Registrant Details, Attend...
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Forms FAQ - Previewing a Form
Learn how to preview a Certain form using Split Screen Edit Mode or by toggling between Preview and Edit.
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General FAQ - Streamline Agenda Item Entry
General FAQ on Streamline Agenda Item Entry in Certain using Import and Export, plus column tips for the Activities.xls file.
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General FAQ - About Event Websites
This Help article defines a Certain event-level Website, describes public and password-protected site access, explains main-page and optional pages st...
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General FAQ - Publishing Forms and Websites
Instructions for publishing online forms and websites in Certain, locating the URL on Plan > Forms > Setup > URL or Promote > Websites > Setup > URL, ...
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General FAQ - Setting Up Users
FAQ about user accounts and user types in Certain. Learn how to create and modify system users and assign access levels like System Master, Administra...
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General FAQ - Setting Up an Event
General FAQ for setting up an event in Certain. Learn how events define registration foundations, then configure event setup, attendee types, statuses...
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How to delete a registrant from an event
Here are the steps to delete a registrant from an event in the event dashboard, Manage > Registrations, including mass action and profile deletion, pl...
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How to Delete an Event
How to delete an event/program from an account/organization. Includes steps for locating the event, opening Plan > Event Setup > Details, and using th...
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Checking Imported Registration Data
To view imported registration data in Certain, click the underlined number that matches the state or status selected during import in the All Registra...
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Digital Events: Overview
Digital Events: Overview is an outline for setting up digital events in Certain. The guide covers Zoom and ON24, prerequisites, and step-by-step confi...
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Build and Manage an Event - Step 10
Step 10: Perform Post-Event Tasks. Clean up the database by updating completed registration statuses, using the Refund Owed system report, and using t...
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Build and Manage an Event - Step 8
Step 8: Go Live. Instructions to set event Status to Live, open registration forms by adjusting Form Open and Close Dates, move existing registrations...
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Build and Manage an Event - Step 7
Step 7: Get Ready for Registrants includes a checklist for testing forms, websites, external links, registration monitoring, payment processing, atten...
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Search For Websites
Search For Websites instructions for Certain. Specify search criteria across events and accounts, then submit to view results and edit records.
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System information
To display technical information about the current release of Certain, click the Help icon then the System Information icon. The Release Number is inc...
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User-Defined Column Details (Event Reports)
On the User-Defined Column Details page for a report, you can create up to 20 user-defined columns, including first non-blank value columns and combin...
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Reviewer Portal Page Layout
Instructions for editing the Reviewer Portal Page Layout, including reviewer portal landing page options, reviewer profile layout fields, and session ...
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Passing Field Information to a Form Via the URL
Passing field information to a Certain form via HTTP GET and HTTP POST. Includes examples of hyperlink name-value pairs, hidden fields, and URL orderi...
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Importing Registrations
Instructions for importing and updating Registrations in Certain, including key field precedence, required fields guidance, and import wizard steps.
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Build and Manage an Event - Step 3
Step 3: Create and Customize Registration Forms. Includes Create Forms, Previewing Forms, Registrant Details, Attendee Type, Questions, Verify, and Co...
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General FAQ - Using the Travel Module
The Certain Travel Module collects travel requests and reservation information from attendees, defines Travel Reservations, Travel Requests, and Trave...
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General FAQ - Tips for Names, Codes, and Labels
Tips for Names, Codes, and Labels in the Certain application, including guidance for Name visibility, Code usage, and Label or Display text on online ...
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Activating Session Waitlist Automation
The ability to automatically process waitlisted attendees when capacity becomes available on sessions is now available with the release of Certain 8.0...
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Adding Sessions - One by One or Via Import
Certain enables manual or bulk session creation via import for Standard or Conference Layouts. Conference Layout requires 2 imports. The article lists...
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Session Locations
Session Locations instructions for creating a Location and importing Locations in Certain, including capacity guidance and import workflow steps.
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Fully customize an Email Template in Certain
Tips for successful email communications in Certain for Event or specific Form email. Includes HTML template example using <style> tags and <body> to ...
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Best Practices: Email Deliverability
Best Practices: Email Deliverability explains why Certain emails may be quarantined as spam and how SPF records and Domain Keys help deliverability th...
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Adding file attachments for email templates
Follow these steps to add file attachments for email templates in Certain. Learn how Certain supports a single attachment and how to upload a Zip file...
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Appending Agenda Items to an Email Template
Certain does not have a specific feature for appending Agenda Items directly to an Email Template. Display Rules can include the Personal Agenda secti...
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Customizing Emails Based on Different Registrant Factors/Values
Email can be sent from Certain showing different information based on a registrant's answer, using Display rules and Custom Blocks in Plan>Event Set-u...
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Using Inline vs. Display Logic
Learn how Inline Actions and Display Actions work in Certain Logic Rules for Forms, including the logic-rule Select Action options Inline Actions - Di...
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Power Template - How to use the Excel File Sections
Documentation detailing how to use the Excel File Sections in the Power Template for configuring event websites and forms, including Event Configurati...
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Dynamic Emails Guide
This guide explains how to use Content Blocks and Display Rules to create email templates with content displayed dynamically based on registration val...
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Cookies in Certain Guide
Guide to cookies added by Certain to registrants’ browsers, including essential cookies required for authentication and non-essential cookies such as ...
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Travel Information (Attendee)
Certain Travel Information (Attendee) help page describing when the Travel Module is enabled, how an event planner edits travel details, and how Trave...
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Reports FAQ - Registrations to Review
This report displays the number of registrations in miscellaneous categories, including Deleted Registrations, Test Registrations, Potential Duplicate...
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Registration Overview
Registration Overview is a summary page in the Registration area of Account Settings. The page lists sections for Custom Profile Data, Financial Data,...
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Import Accommodation Blocks
Import accommodation blocks from a CSV file. Prepare an import file and import it via the Accommodation Import Wizard, then set attendee type access o...
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Accommodation Import
Accommodation Import help page. It describes the Accommodation > Import page and the data types Blocks and Room Reservations that can be imported.
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Create a Website (at account-level)
Create a Website (at account-level) with Website Details, Web Pages, and Security Settings including User Authentication Required?, SAML Single Sign O...
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Assign Groups
Instructions for assigning groups on the Assign Groups page, including filtering registrations and selecting a group from Groups > Group List, plus a ...
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Event Setup: Suppliers
Use the Plan > Event Setup > Suppliers page to enter a list of Suppliers associated with the Event. Includes SMM (Strategic Meetings Management) Modul...
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Registrations FAQ - Updating a Group of Registrations
Mass actions enable single actions on a group of registrations or records from the Mass Action drop-down list, including Changing Basic Actions, Chang...
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Registrations FAQ - Creating Registrations
Registrations FAQ - Creating Registrations explains three methods for entering registration information into an event database: manual entry, importin...
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Troubleshooting - Payment Info Saving but not Processing on Complete Registratio...
Troubleshooting steps for Certain Form payments when Payment Info is saved but complete registrations do not process. Check online payment processing ...
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Troubleshooting - Unable to Change Event's E-Commerce Account
Troubleshooting steps for changing an event's E-Commerce account in Certain when Plan > Event Setup > Financials does not allow selecting a different ...
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Administrators - Enabling E-Commerce for Payment Processing
Information for administrators on how e-commerce works within Certain and how to configure online credit card processing including payment gateways li...
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Using Google Analytics to Track Events in Certain
Certain supports tracking page hits to registration forms and event websites via Google Analytics integration. The attached PDF, “Using Google Analyti...
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Sharing Reports via Tokenized URL
Certain provides report tokenization to share reports via a tokenized URL so access can be read-only or mass actions can run based on report access se...
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Uploading an Email Attachment
The Email Attachment screen enables you to upload a file to attach to an email, including how to enter a file path and how Certain handles duplicate f...
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Speaker Portal Access: Submit a Proposal & Sign In
Speaker Portal Access: Submit a Proposal & Sign In explains how proposal submission creates a Speaker profile and a Submitted session, and how Login S...
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Event Intelligence - Key Metrics
Event Intelligence - Key Metrics explains the Key Metrics dashboard sections, including Selected Events/Registration Goal indicator, Registrations, At...
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Add a favicon to your Event
Learn what a favicon is and follow the step by step instructions to upload a favicon for a Certain Event, select it in Custom HTML Shell, copy Relativ...
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Mass Download of Profile Images using a Report
Certain provides an option use reporting for mass download of profile image files captured in registration records. Steps cover creating a Registratio...
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Creating User Accounts
Creating User Accounts instructions for managing Certain Users in Account Settings > Administration > User Information, including User Type, Active, v...
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Signal Connector Integration with Advanced Webhooks Guide
Guide to using Certain Signal Connector with Advanced Webhooks, including nested JSON and the standard 'Webhooks' integration module.
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Speakers (in Speaker and Session Management)
This page explains how to add, edit, and view speakers in Speaker and Session Management, including Speaker List filters, Speaker Types, and importing...
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Consolidation Reports
This page lists the consolidation reports defined for the current account and pre-built system summary reports, including how to add reports, copy rep...
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Create a New Form
Create a New Form in Certain. Learn registration form sections, setup information, page layout, page titles, global display settings, and required fie...
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Running a Manual Data Sync in Greet
Instructions for running a manual data sync in Greet, including Sync Frequency, Sync Now on Attendees/Sessions/Session Registrations, Freeze Inbound S...
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Using Event Reports in Greet
Using Event Reports in Greet explains the Reports section, the Stat Tiles, the Overview, Attendees, and Sessions tabs, and exporting to CSV or Excel.
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Managing Sessions in Greet
Instructions for the Sessions page in Greet, including searching, Sync from Integration, creating sessions, per-row actions, and troubleshooting.
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How to Configure Event Registration Tags and Questions
Learn how the Greet tag controls event and registration question responses synced from Certain to Greet. Apply the greet tag in account, event, and re...
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Custom HTML Section Details (Registration Form)
How to add and edit Custom HTML sections in the Certain registration form workflow, including Custom HTML Header fields, Custom HTML Section fields, a...
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Display
Display refers to the look and feel of your event forms, websites and emails. The article lists Assets, Navigation Bar, Primary Display, and Extended ...
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Tier: Add/Edit
Certain Tier: Add/Edit instructions for Add Tier or Edit Tier, including Tier Name, Due Date, Privileges, Emails, and Recommendations.
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Build and Manage an Event - Step 4
Certain Help Center article: Step 4: Add Options. It lists optional functional areas such as Agenda, Accommodation, Payments, Logic, Additional Regist...
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Event Details (or "Add Event")
Certain event setup documentation for the Event Details (or "Add Event") page. It explains event name, event code, status, time zone, webinar options,...
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Bulk Uploading Translated Content
Touchpoint bulk upload steps for translated content using an exported Excel workbook and field mappings so translated fields import back into Touchpoi...
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Forms FAQ - Setting Up the Agenda Section
The Agenda section enables attendees to filter agenda items using date, track, location, group, and keyword. Define field labels and control Rows Per ...
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Administrators - PayPal Setup Requirements
Administrators - PayPal Setup Requirements instructions for configuring a PayPal account within Certain. Includes PayPal Gateway Account Settings fiel...
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Invoices
Instructions for Certain invoice templates and invoice generation workflows, including Event and Account level setup and automatic invoices with confi...
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Build and Manage an Event - Step 5
Step 5: Customize Look and Feel in Certain. Configure event look-and-feel using event templates, Settings > Display (basic display), or advanced displ...
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Adding a Form URL in the QR Code
The purpose of adding a form URL in a QR Code is to automatically direct the registrant to a specific form after scanning their QR code.
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Single or Multiple Session Review Tiers
Certain provides the ability to create up to 5 tiers for review. The article explains setup steps for tier reviews, privileges, email templates, and r...
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Speaker and Session Management User Guide
Guide for setting up Speaker and Session Management in Certain, including Conference Sessions features like Speaker Portal, Reviewer Portal, review wo...
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On Hold Status in Scheduled Emails
Learn how Scheduled Emails enter an On Hold Status when copying an Event based on Event Start or End Dates, how to change status back to Queued, and h...
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Create a Registration
Create a Registration page help content covering attendee Contact Information and Registration Information, including Attendee Type and Status, fee ru...
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Badges (in Badges V2)
Instructions for configuring and printing attendee badges using Badges V2, including badge layout setup, fields, template selection, barcode/Logo/Pic ...
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Add or Edit a Conference Session (in Speaker and Session Management)
Add or Edit a Conference Session (in Speaker and Session Management) in Certain Speaker and Session Management. Includes Session Details fields, Top-R...
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Registration History (Attendee)
Certain tracks attendee registration changes in the History area. The page explains Registration Header, Registration History fields, Details for row ...
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Assets
Manage assets such as images, scripts, style sheets and other miscellaneous files for use in your event under Event Assets. Copy file paths for event ...
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Primary Display
Primary Display defines the look and feel of event forms, websites, and emails by configuring display behavior, colors, fonts, header/footer, and sear...
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Email Templates
Certain platform support article describing Email Templates for events, including Registration, Speakers, Reviewer, and Session Reminder templates and...
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Travel Packages (Flights) Guide
Guide to Flights and Flight Packages in Certain. Includes Travel > Configuration, flights and Flight Packages setup, assigning flights to attendees, i...
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Supported Encryption Cipher Suite Changes
Supported Encryption Cipher Suite Changes notice from Certain. It states that on June 30, 2022 Certain will strengthen encryption techniques for Certa...
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Data Extraction Guide
Step-by-step guide to extract historic profile, registration, and event data for Certain account archive needs using custom reports and Certain Applic...
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Power Template - How to use the Excel File Sections
Instructions for using “Power Template (Excel File Sections)” to configure event website and form content, including Banner, Agenda, Speaker, Sponsor,...
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Ultimate Guide to Event Data Orchestration
A guide about transforming and integrating event data through orchestration, event intelligence, and AI to improve planning, attendee experiences, and...
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20 Event Formats Proven to Drive Engagement and Attendee Interaction
20 proven event formats to drive engagement and attendee interaction.
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AI-Powered Post-Event Follow-Ups: A Game-Changer for Event Marketers
Explains how AI-powered follow-ups improve engagement and ROI after events.
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Stop Asking Boring Event Questions
Meet Certain’s AI Question Generator for event planners and marketers. Generate practical questions about attendee priorities, decision timelines, buy...
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How Do You Orchestrate Event Signals at Scale?
How do you orchestrate event signals at scale by capturing intent, readiness, and risk, delivering in seconds with context, and routing through shared...
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How Do You Defend Your Event Budget When It Keeps Getting Questioned?
Fix the timing problem first. Route high-intent event signals to sellers within minutes. Prove ROI with an event-sourced pipeline using timestamps fro...
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7 AI event plays that turn engagement into pipeline
Leadership article by Peter Micciche, CEO, Certain, describing seven AI event plays that turn engagement into pipeline with play-by-play guidance and ...
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What Buying Signals Appear Before an Event Even Starts?
Buying signals appear weeks before an event starts. Registration data reveals buying committee formation through account clustering, role composition,...
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Why Are Events the Best First-Party Data Source for Sales?
Events are the best first-party data source for sales because they produce more declared, attributable buyer behavior per person than any other channe...
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Certain 7.1
Certain 7.1 release notes describing Certain Digital/Signal enhancements for attendee engagement data from Zoom and ON24, Digital Hub session catalog ...
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Transaction Pricing Policy
Certain, Inc. offers a scalable price model based on product subscription, SaaS editions, transaction volumes, and services, with overages and import ...
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Account Tax Codes
Page for editing, deleting, and creating tax code templates in the Certain Help Center.
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Navigation Bar
Navigation Bar article with Display Options for Display Registration Information row and Display site navigation bar on website, including navigation ...
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.CSV File Format
This Help Center article explains the .CSV file format. It defines comma-separated values and gives UTF-8 encoding guidance for international characte...
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Check-In Settings
Configure branding and other settings for the Certain Check-In app, including Account Logo, Header/Footer Background, and Event List Settings such as ...
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Financial
Financial account settings page containing Account Financial Settings, E-commerce accounts, and Tax code templates used for inclusive taxes at the eve...
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Data Format
Data Format explains how a planner can convert registrant form text to UPPERCASE, lower case, or Title Case and how an Administrator limits which fiel...
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Reports FAQ - Using the Reports Page
You can run reports from the Reports page and filter them using the Filter Reports list. Editable reports show a pencil icon, and non-editable reports...
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Reports FAQ - Define Report Export Actions
Reports FAQ - Define Report Export Actions. Define up to three Mass Actions that are triggered automatically when a report is exported, and explain th...
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PDF Document
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Choose Report Filters
Instructions for creating Date Filters, Standard Filters, Drill-Down Filters, and Advanced Filters in Certain reports, including how to view filtered ...
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Choose Report Filters (Profiles)
Report Filters restrict the amount of data returned in a report using Date Filters or Advanced Filters, including how to create interval-based date fi...
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Choose Report Grouping
Choose Report Grouping explains how the Groups tab organizes report data by summary groups for printable formats like Printable HTML, Acrobat® PDF, an...
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Pick Report Columns (Data Fields) [Supplier Reports]
Instructions for specifying report columns in [Supplier Reports], including selecting and re-ordering Available Data Fields, setting Sort Order, and c...
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Choose Report Filters (Suppliers)
Learn how to use report filters for Supplier Reports. This page explains Date Filters and Advanced Filters, including operator meanings and how to joi...
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Web Homescreen Layout
Instructions for building a Web Home Layout using sections, panels, and panel settings, including New Layout setup, Font Family, Item Spacing, Backgro...
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Sample App Announcement Text
Sample App Announcement Text for emailing attendees about the Certain mobile app, with subject line and platform-specific download and login instructi...
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Power Template - Understanding the Style Options
IX. Understanding the Style Options lists Button-Style Options, Agenda-Style Options, Speaker-Style Options, Sponsors-Style Options, Form-Style Option...
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Power Template - How to Use the Power Template (Content Blocks)
How to find (Event) Content Blocks in Plan > Content Display > Content Blocks and use the Power Template (Content Blocks) to edit pre-created content ...
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How to shorten a Form or Website URL
Instructions for shortening a Certain Form URL and Website URL by removing URL portions, plus an alternative Vanity URL option with setup URL forwardi...
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Web Crawlability (for Forms and Websites) Guide
Guide to web crawlability for forms and websites, including Certain event defaults and how to use the robots META tag with ROBOTS content values like ...
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Google Analytics in Certain Guide
Setup guide for Using Google Analytics™ in Certain, including Tracking ID setup, event-level vs website-level IDs, page-specific page-level URLs, and ...
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Copying an Account Report (Report Copy Wizard)
Copy an existing Account Report or System Report using the Report Copy Wizard, including steps for naming the report, adding a Description, choosing a...
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Report Setup (Account-Level Reports)
Report Setup (Account-Level Reports) explains creating custom reports, defining Report Name fields, Visibility options, Report Type categories, Change...
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QR Code for App Download
You can download a QR code embedded with your app's “App Info” URL. The “App Info” URL includes links to iOS app store, Google Play store, and the web...
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Support or Helpdesk Hours and Contact Information
Support Hours: 5:00 AM - 6:00 PM PST, Monday - Friday (Business Hours). Tickets can be submitted 24/7. Helpdesk or Support Email Address: help@certain...
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Launch Image
Launch Image appears briefly when the app starts and after app re-boot. Upload a custom Launch Image sized 2048x2048 and set Background Color around L...
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Phone Homescreen Layout
Phone Homescreen Layout documentation that explains the home screen designer and its panel widgets, including Universal Panel Settings and per-panel s...
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How to edit the default error message in the event
How to edit the default error message in the event. Learn where default error messages are found on Plan > Form and review each customizable error mes...
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How to Configure Settings in Greet
How to Configure Settings in Greet. Learn how to set Access, Attendee Statuses, Check-in Workflow, Notifications, Kiosk Branding, QR Code, Synced Ques...
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Understanding Greet's Configuration and Administration Settings
Greet account-level settings control integrations, branding, fonts, and reusable event configurations. The page covers Access Account-level Settings, ...
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How to Remove a Blank Page Generated by Logic
Learn how to remove a blank page generated by logic by adding JavaScript to a Certain Form using a Custom HTML Section and logic rules.
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How to Update Event Template Thumbnails
This guide explains how to upload an image displayed as a "preview" of the template on the Events > Templates page. The recommended image size is 200 ...
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Managing Check-In Badge Printing Quality on Windows Devices
Instructions for managing Check-In badge printing quality on Windows devices, including Printing Differences and Positioning steps for Display Setting...
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Certain Badge Printers
Guidance for selecting on-site badge printers for iOS, Android, and Network Issues, including AirPrint-certified printers and WiFi AP Isolation settin...
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Printing Badges on Avery Templates Not Available in the Certain Badge Layout Edi...
Learn how to print badges on Avery templates not available in the Certain Badge Layout Editor using Avery’s online tool, including the upload steps fo...
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Primary Display Setup
Display refers to the look and feel of an Event's Forms, Websites and Emails. The Primary Display page configures colors and fonts under Plan > Displa...
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Recommended Dimensions for Extended Display > Main Image Field
Instructions for the "Main Image" field in Plan > Configure > Display > Extended Display, including form width and height behavior and steps to upload...
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Supported Devices
Supported Devices information for running the Event App. Android devices need to be on one of the last 3 major releases. iOS devices need to be on one...
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Event Display Fields
Use this page to add and edit custom Event Display Fields for configuring event display in Primary Display and Extended Display, available as Dynamic ...