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Exporting Content from a Previous Event to a Future Event
Instructions for exporting content from a previous event or event template to a future event within Touchpoint CMS.
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Custom Fields
Custom fields add information to Attendees and Exhibitor Leads. Includes types Text, Rating, and Choice; details on Read/Write permissions and display...
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Bulk Uploading Content
Guidance for bulk uploading content to Touchpoint, including separate spreadsheets, data layout, field mappings, and import steps.
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Countries Available in Certain
Explains how the ISO Country list determines available countries in the Country drop-down and how to configure the Country field in forms.
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Event Component Descriptions and Navigation
Overview of navigating main event components within your account, including the Event List tab and Event-specific tabs (Plan, Promote, Manage, Engage,...
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Event Setup: Attendee Types
Overview of Attendee Types and how to set them up in the Certain platform.
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Troubleshooting Data Fields in Emails
Guidance to diagnose why dynamic data fields (DDFs) do not render in Certain emails, often due to recipients marked as Test Registrants in Live events...
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Web Integration Links
Integration Links are a powerful feature that enable you to customize and personalize the attendee experience by inserting dynamic data fields into em...
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What to do when registrants do not receive emails - SPF/DKIM/DMARC Failure
Troubleshooting steps for email deliverability issues caused by SPF, DKIM, or DMARC failures on the Certain platform.
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Fully customize an Email Template in Certain
Custom Email Templates can be created to send fully customized emails for an Event or for a specific Form. Tips for successful email communications in...
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Missing Potential Duplicates under Registrations To Review
Guide on identifying potential duplicate registrations when an event has more than 5,000 registrations, using an exported Excel file.
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How to change the Font Size or Remove the Underline for Hyperlinks on Forms and ...
Guide describing how to modify hyperlink appearance on forms and websites using CSS.
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Modifying Registration Details
Guidance for locating and modifying a single Registration in Certain, including searching by status, criteria, or reports and editing fields across Ov...
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Troubleshooting - Unable to Change Event's E-Commerce Account
Troubleshooting steps for changing an event's E-Commerce account in the Certain platform, including currency restrictions and restoring deleted accoun...
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Form Entry & Security
Entry Page is a page on your Form that can serve as a landing page with Event information, a waiver form that attendees must agree to before registeri...
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How to set up a Form's Entry Page
Instructions for configuring the Entry Page of a form in the Certain platform, including access permissions, waivers, and security options.
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General FAQ - Streamline Agenda Item Entry
Instructions for streamlining agenda item entry in the Certain platform using Import and Export features.
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General FAQ - Publishing Forms and Websites
Instructions on publishing forms and websites in Certain, including how URLs are created and delivered.
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General FAQ - Setting Up Users
Overview of creating and modifying system users and assigning user types within a Certain account.
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Reports FAQ - All Registrations by Status Report
The standard summary report All Registrations By Status shows the number of complete and incomplete registrations for an event, grouped by registratio...
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Custom Report Header and Footer (Account Settings)
Instructions to specify a custom header and footer for reports, including supported formats and data-field insertion.
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Login (Reviewer Portal)
Instructions for configuring the login page in the Reviewer Portal, including background image, sign-in options, and layout.
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Settings (Reviewer Portal)
Settings page for configuring general settings of the event's Reviewer Portal.
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Auto-Match Roommates
Help article describing the Auto-Match Roommates feature, including Summary, Auto-Match, and Roommate Matching Preferences.
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Pending Roommates
Details about pending roommate pairs in event accommodation, including creation, table columns, and actions.
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Import Room Reservations
Instructions to import or update attendees' accommodation reservations via Excel or CSV in Certain.
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Accommodation Sub-Block Information
Guidance on creating and managing accommodation sub-blocks for an event, including adding sub-blocks and inventory management.
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Hotels
On this page you set up the hotels used in your account for events, including hotel list, details, and supplier information.
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Accommodation Statuses
Defines Booking Statuses and Action Codes for attendees' accommodation bookings and how planners use them in records and reports.
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Website FAQ Page
This is a generic page where you can place static content to be displayed on the public side of the Website. The content will appear as entered.
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Event Details Page
Overview of the Event Details Page in the Certain Help Center, including access path and dynamic data fields for event information.
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Website Display
Documentation for the Website Display feature, detailing the Display Shell, Dynamic Data Fields, and styling attributes.
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Account Websites
Account Websites lists all account-level websites created for the current account and provides actions to create, edit, preview, and manage favorites.
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Specify Report Display Options (Events)
Options for display and print settings of event reports in Certain.
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Support or Helpdesk Hours and Contact Information
Information about support hours, urgent assistance, and the helpdesk email for Certain Help Center.
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Event Intelligence - Key Metrics
Key Metrics dashboard provides executives with a high-level view of event performance, including registrations, attendance, engagement, ROI, and relat...
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Room Reservations Import Error on Date/Time Format
When importing Room Reservations, you may receive an error about the date/time format. The article explains how to fix by setting the date format to m...
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Setting Up Reviewers -- Adding/Importing/Login
Overview of creating and importing reviewers, and configuring reviewer emails in the Certain platform's Session Reviews.
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Speaker Portal Access: Submit a Proposal & Sign In
Guidance for submitting a speaker proposal and signing into the Speaker Portal, including setup steps and login options for the Certain platform.
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Reviewer Portal Page Layout
The Reviewer Portal Page Layout article describes how to edit the Reviewer Portal Page, Reviewer Profile Layout, and Session Layout. Includes note abo...
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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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How to Delete Images and Files in an Event or an Account
Instructions for deleting or overwriting assets stored in an Event or an Account in the Certain platform.
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Add a favicon to your Event
Step-by-step instructions to add a favicon to your Event in the Certain Help Center, including how to upload the favicon, copy its URL, and insert it ...
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Using Google Analytics to Track Events in Certain
Certain supports tracking page hits to registration forms and event websites via a seamless integration to Google Analytics. The article provides inst...
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Extended Display Options
Extended Display determines the look and feel of Event Forms, Websites, and Emails; an advanced HTML-based capability.
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Build and Manage an Event - Step 7
Step 7 covers readiness for registrants, including testing forms, websites, external links, monitoring registrations, payment processing, and attendee...
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Build and Manage an Event - Step 1
Step 1 in planning and building an event within the Certain platform, detailing required preparations before Step 2.
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Customizing Emails Based on Different Registrant Factors/Values
Instructions for customizing emails in Certain based on registrant responses using display rules and content blocks.
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Adding Sessions - One by One or Via Import
Guidance on adding sessions manually or via bulk import in Certain, including templates, field mappings, and tips for Standard and Conference Layouts.
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Meeting Requests (Home)
Overview of the Meeting Requests list, filters, and actions on the Meeting Requests (Home) page in the Certain Help Center.
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Reports FAQ - Printing and Exporting Reports
Details on formats for printing and exporting reports in the Certain platform.
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Certain 7.1.4 Release Notes
Release notes for Certain 7.1.4 covering bug fixes across Admin Interface, Country List, Email, Forms, Groups, Reporting, and Session Management.
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Certain 7.1.3 Release Notes
Release notes for Certain 7.1.3 detailing enhancements and bug fixes.
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Certain 7.1.2 Release Notes
Release notes for Certain platform version 7.1.2, including enhancements and bug fixes.
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Certain 7.0.7 Release Notes
Release notes for Certain 7.0.7 covering bug fixes across admin interface, API, forms, invoices, and 508 compliance.
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Certain 7.1 Release Notes
Release notes detailing engagement insights, Digital Hub improvements, webinar creation, Touchpoint Web App updates, API changes, and security for Cer...
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Certain 7.0.4 Release Notes
Release notes for Certain 7.0.4 including enhancements and bug fixes.
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Certain 7.0.2 Release Notes
Release notes for Certain 7.0.2 covering enhancements and bug fixes across Digital Events, Dynamic Data Fields, session management, and related featur...
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Certain 7.0.1 Release Notes
Release notes for Certain 7.0.1 including enhancements and bug fixes.
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Previous Release Notes (Links)
A help center page listing links to prior Certain release notes.
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Meeting Requests (Websites)
Documentation for managing Meeting Requests on Websites within the Certain Help Center. It explains the Meeting Request List behavior, how to customiz...
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.CSV File Format
Guidance on CSV file format, encoding as UTF-8, and supported character sets for CSV imports in Certain.
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API 1.0
Legacy Web Services API 1.0 for administrator access, with guidance to use API2.0 for new integrations.
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Checking Imported Registration Data
Instructions for viewing imported registration data in Certain by clicking the underlined number in All Registrations By Status on the Registrations t...
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Matched Roommates
Matched Roommates article explains the list of all matched roommate pairs, including manual and auto-matched reservations, and how the data columns an...
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Basic Navigation Within Certain
Overview of Global Links and Primary Navigation in the Certain Help Center.
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General FAQ - Integration Link Examples
Plan > Configure > Integration details for creating web integration links. This article explains how to use various integration links, including SSO, ...
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General FAQ - Using Username (PIN) Fields
Explanation of how usernames and PINs are assigned to attendee profiles, including automatic username creation when the field is blank.
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General FAQ - Tips for Names, Codes, and Labels
Guidelines for Names, Codes, and Labels when creating items like Questions, Sessions, and Attendee Types in Certain.
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System information
To display technical information about the current release of Certain, access the System Information from the Help menu.
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Search For Websites
Instructions for searching Websites across events and accounts in the Certain Help Center.
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Search
Guidance on using the search feature in the Certain Help Center to locate records across Registrations, Profiles, Events, Forms, and Websites.
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Create a Website (at account-level)
Guidance on creating and managing account-level websites in Certain, covering site details, security settings, and preview options.
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Event List (for Reviewers)
Instructions for reviewers using the Event List in Certain, including access, sorting, and event column details.
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Event List (Reports-Only Users)
Help article describing how Reports-Only users access and view event reports in Certain.
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Custom HTML Section Details (Registration Form)
Instructions to add or edit a Custom HTML section on a registration form in Plan > Forms > Custom HTML, including headers, data fields, page HTML, and...
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Registration Confirmations
Use this page to create a custom, personalized registration confirmation for the event. Includes dynamic data fields, barcodes, and section headers co...
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SSO (Single Sign-On) Configuration and Use
Overview of configuring and using SSO in Certain, including Admin, Attendee, and Check-In App SSO types, setup steps, and per-portal usage.
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SSO Configuration
Administrator-facing guidance to configure and manage Single Sign-On (SSO) connections for events in Certain.
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Entry Page (Attendee Form)
Help article detailing the Entry Page (Attendee Form) in Certain's registration forms, including access options, permissions, waiver, credentials, pas...
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Cookies in Certain
Cookies in Certain is a brief PDF guide to the cookies added to your registrants’ browsers by the forms and webpages you create using Certain. It also...
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Assets
Manage event and account assets including uploading, viewing, and organizing images, scripts, and style sheets for use in your event.
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Event Display Fields
Use this page to add and edit custom Event Display Fields for use in any events in this account.
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Display Options (Supplier Reports)
Documentation on configuring display, formatting, data output, and print settings for Supplier Reports in the Certain platform.
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Supplier Detail Information
Help center article describing how to edit or add supplier records and the fields stored for each supplier in the Certain platform.
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PAGE (Custom Report Header and Footer)
Instructions to customize headers and footers for a custom report across formats, including dynamic data fields and the HTML Editor.
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Display Options (Event Reports)
Options to control display and print formatting for Event Reports in the Certain Help Center.
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Display
Overview of the look and feel configuration for event forms, websites, and emails in Certain.
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Registration History (Attendee)
The Certain Help Center article explains how the History area tracks changes to an attendee's registration, what is shown in the History list, and how...
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Recommended Dimensions for Extended Display > Main Image Field
Guidance on the Main Image field in Extended Display, including default width, maximum expansions, and how to upload header banners and customize with...
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Web Crawlability (for Forms and Websites) Guide
Guide describing how event content in Certain is exposed to search engine crawlers and how to use robots META tags to control crawlability.
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Google Analytics in Certain Guide
Guide to setting up Google Analytics in Certain, including Website Profile, Tracking IDs, and per-page URL options.
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Digital Events Email Templates
Email template for the hourly email sent to new digital event registrants.
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Email Templates
Documentation on creating and managing reusable Email Templates in the Certain platform, including types, management, scheduling, attachments, and dyn...
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Session Export (in Speaker and Session Management)
Documentation for exporting sessions from the Speaker and Session Management area of the Certain platform. Exports can be generated as CSV or Excel fi...
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Session Import (in Speaker and Session Management)
Instructions for importing sessions in Speaker and Session Management, including supported file formats, required fields, mapping steps, and updating ...
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Attendee Overview
Attendee Overview page in the Certain Help Center shows a detailed, sectioned summary of a selected attendee's information, including profile, registr...
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Import/Update Registrations
Instructions for importing and updating registrations using the Registration Import Wizard on the Certain platform.
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Import Registration Session Instances
Instructions for assigning, updating, and canceling session instances on existing registrations via the Registrations Import page.
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Import Registration Data
Instructions to import registrations, registration agenda items, or registration session instances from external files into the event registrations da...
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Kiosk Configuration
Instructions for configuring custom kiosk survey questions and messages in the Certain Kiosk app.
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Russian Data Privacy
Technical article describing the Russian Data Privacy sub-module in the Certain platform, including configuration, event triggers, field mappings, and...
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GDPR Data Subject Requests Guide
Guide to responding to GDPR Data Subject Requests (DSRs) for data stored in Certain, covering view, edit, and forget-me requests.
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Account Usage
Account Usage article describing how administrators can track usage and generate reports, including events, registrations, imports, test registrations...
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SSO Connections (for an account)
SSO connections for a Certain account, including access, available connections, and configuration details with field mapping and button customization.
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Role Details
Role management in Certain allows creating roles with specific permissions and assigning users to one or more roles. Roles can be inherited from the p...
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Content Blocks (At Account Level)
Guide to configuring account-level content blocks for emails, forms, websites, and event displays in Certain.
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How to Import Accommodation Details
Steps to import and update accommodation details for registrations, including selecting the import type, update option, uploading Excel files, mapping...
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How to Update Event Template Thumbnails
Guide to upload a preview image for event templates with the recommended size of 200 x 150 pixels.
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Session Reminders
Session Reminders enable automated, scheduled emails relative to session start, including templates with Dynamic Data Fields, testing, and analytics.
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Seamless Event Payments with Certain + Stripe
Integration of Stripe with Certain enables online and in-person event payments with 100+ methods and global reach.
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Drive a Higher ROI from Every Event
Event automation software for marketing executives enables ROI from events by capturing attendee data, delivering personalized content, and providing ...
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Security, Compliance, and Enterprise Scale for Global Event Programs
Security, compliance, and enterprise-scale governance for global event programs, including PCI DSS, SOC 2, privacy controls, encryption, access govern...
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Igniting Event Experiences with Touchpoint Ignite
On-demand webinar about gaining deeper insight into audience behaviors, preferences and trends to drive revenue and results from events. Learn how to ...
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Take a Tour of the Certain Event Platform
Overview of the Certain Event Platform tour, including a diagram of the Comprehensive Event Management components and a call to action.
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What’s Next in Event Intelligence
Overview of AI’s potential in the event industry, including trends, data roles, and privacy implications.
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Turn Cold Event Leads Into Hot Opportunities with Certain
Infographic describing how Certain’s event experience solution helps convert ice cold event leads into warm customers and outlines Certain’s event man...
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The Ultimate AI Tech Stack for Event ROI
Overview of the ultimate AI tech stack for driving event ROI with engagement and analytics capabilities.
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The Event Marketer’s Guide to Generative AI Prompts
Infographic and resources for event marketers on using generative AI prompts to drive registrations, personalize engagement, and deliver ROI.
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Scaling Event Intelligence for Business Success
Download this whitepaper to understand how to measure, gain insight, and communicate ROI across a holistic event program with an overarching event int...
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Measuring Event Success Across the Funnel
Infographic explaining how to evaluate event impact across the funnel and link event goals to business outcomes.
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Marketing Event Automation Simplified
Download this infographic to learn about how combining data from marketing automation and events is a powerful way to deliver ROI.
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The Hybrid Attendee Engagement Journey
Learn how to tailor attendee engagement to their registration type by ensuring ways for guests to connect and interact, no matter where they join from...
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Event Strategies to Accelerate the Buyer Journey with Deep Insights
An eBook highlighting the roles of AI and EI in buyer engagement and providing strategies for leveraging cutting-edge technologies to connect with eve...
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The Event Marketing Playbook: Engagement Strategy
A guide to engagement strategies in event marketing to maximize ROI.
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The Event Intelligence Playbook
A guide for event marketers detailing ROI, data, and resources for optimizing event intelligence and performance.
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Crack the Code – Understanding Your Event Attendees
Video On Demand webinar to uncover attendees' priorities, needs, and interests; learn to ask the right questions, interpret attendee behavior, and det...
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From Attendee to Advocate: Mastering Buyer Engagement at Events with AI & Event ...
An eBook explaining how AI and event intelligence turn attendees into advocates and help measure event impact.
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3 Ways AI-Powered Session Recommendations Can Help Elevate Your Events
Explore how AI-powered session recommendations can elevate events by personalizing agendas and improving attendee engagement. Video On Demand resource...
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Event Marketing and Management Learning Center
A hub of guides, infographics, videos, webinars, and whitepapers on event marketing and management.
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Request a Certain Demo
Form to request a demonstration of Certain's event management platform.
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Operational Reporting and Strategic Event Intelligence Together
Unified reporting and intelligence for event programs across formats and touchpoints, including Application-Level Reporting and Curated Event Datamart...
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The Event Platform That Turns Engagement Into Revenue
Certain offers an enterprise-grade event management platform to orchestrate attendee journeys, AI personalization, and data-driven ROI across branded ...
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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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Thomson Reuters Wins Big at the Stevie’s — Certain Proud to Power Their Success
Thomson Reuters Marketing Events Strategy team wins four Gold Stevie Awards and Bronze for Brand Engagement, powered by Certain's AI-powered event tec...
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MarketingProfs Highlight the Power of Certain’s Event Intelligence & AI in Drivi...
MarketingProfs highlights how Certain's Event Intelligence and AI drive ROI by uncovering buying signals, personalizing experiences, and turning event...
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Certain Announces Strategic Partnership with InEvent to Create a Unified Event T...
Certain announces a strategic partnership with InEvent to create a unified event technology ecosystem, blending live streaming, hybrid event tools, an...
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Certain Integrates Stripe to Expand Global Payment Flexibility and Real-Time Rev...
Certain expands Stripe payments integration to support 100+ global methods and real-time revenue analytics for online and on-site events.
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Certain Announces Strategic Partnership with Capture Technologies to Enhance Eve...
Certain announces a strategic partnership with Capture Technologies to enhance on-site event operations and insights by combining onsite technology wi...
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The 2026 State of Event Value Report
Overview of how peers navigate efficiency, attendee experience, and the business impact of events, including Engagement Trap and ROI gaps from the 202...
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Zoom | Partner
Zoom partner page with overview and events-focused call to action.
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metroConnections | Partner
Partner page describing metroConnections as a single source for creating and managing the entire event experience.
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What is Event Intelligence Software?
FAQ describing Event Intelligence Software and how it analyzes attendance, engagement, and conversion data to optimize events and ROI.
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The Ultimate AI Tech Stack for Event ROI
Learn how to scale, engage and drive revenue from events with AI in this engaging webinar.
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Turning Event Data into Gold – 7 Ways to Measure the Business Impact of Your Eve...
In this on-demand webinar, Attendee Management & Certain show you how to transform your event data into meaningful insights.
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Igniting Event Experiences with Intelligence & AI
On-Demand webinar: Igniting Event Experiences with Intelligence & AI to unlock a deeper understanding of event attendees, gain actionable insights, an...
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Crack the Code and Understand Your Event Attendees
On-demand webinar about uncovering insights into your event attendees’ minds, including their priorities, needs, and interests using AI.
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Event Center For Marketers and Event Planners
Learn and grow with Certain’s world-class events, past and present.
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From Attendee to Buyer: Deliver Experiences That Drive Growth
Overview of how Certain's Attendee Experience enables personalized journeys, AI-driven insights, and a connected lifecycle to convert attendees into b...
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Request a Demo of Certain Event Advisor
Form to request a demo of Certain Event Advisor with fields for First Name, Last Name, Company, and Work Email.
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AI-Powered Attendee Journeys
Event Advisor personalizes attendee experiences with AI recommendations while capturing engagement data and intent signals.
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How Grand Connection Scaled Events with Certain’s Smart Event Technology
Grand Connection scales events with Certain’s Smart Event Technology, using automation-driven efficiency, real-time analytics, and enhanced attendee e...
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Let's Connect
Contact page for Certain to reach support, accounting, and billing; includes a form and contact details.
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Request a Demo of Certain Buying Signals
A page to request a demonstration of Certain Buying Signals, featuring a form to capture name, company, and work email.
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What Is Data-Driven Marketing and How Does It Improve Your Event ROI?
Explains data-driven marketing, its impact on event ROI, and steps to implement for events, including targeted emails, personalization, scheduling, an...
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Events Create Moments. Signals Turn Them Into Revenue.
Explores turning event signals into revenue with signal-aware strategies and AI-powered insights.
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Streamlining Event Data Analysis to Maximize Event Success
Overview of how AI-powered event data platforms streamline data, insights, and decision-making to improve event outcomes.
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Making Every Moment Count: Strategies to Boost Event Engagement and Impact
A guide to building an engagement data strategy and transforming event data into actionable insights using AI-powered event management software.
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Stop Asking Boring Event Questions
An AI-powered Question Generator inside Certain helps event planners craft insightful questions to uncover attendee priorities, timelines, and buying ...
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Setting Event Goals: Transform Your Events into Buyer Blueprints
Guide to aligning event goals with marketing and sales, optimizing multi-event programs, and measuring KPIs across funnel stages to transform events i...
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Mastering B2B Event Strategy: Harnessing AI, Intelligence, and Insights for Succ...
Mastering B2B event strategy using data orchestration, AI, and event intelligence to optimize attendee engagement and ROI.
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Leveraging Event Data and AI for Business Success
A blog recap of a webinar on leveraging event data and AI to drive business results, including data collection strategies and Touchpoint Ignite.
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Introducing Event Advisor: How AI Is Transforming Event Personalization
Overview of Event Advisor, an AI-powered tool to personalize attendee journeys at events.
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Creating High-Impact Attendee Experiences with AI
Blog post about AI-powered personalization and Session Advisor AI to drive attendee engagement and revenue.
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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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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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20 Event Formats Proven to Drive Engagement and Attendee Interaction
20 proven event formats to drive engagement and attendee interaction.
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Certain. Make Every Moment Count.
Overview of Certain's mission to turn events into revenue through AI-powered engagement signals, data orchestration, and enterprise-grade security.
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PDF Document
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PDF Document
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Avoiding Content in an Event being Overwritten
The most common cause of content being overwritten in an Event is working with multiple tabs open; best practices to avoid overwriting.
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Logic Rules: Overview of Display Options (Display, Hide, Assign)
Overview of how to use logic rules to display, hide, or assign items in a form, with an example scenario and steps.
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Changing the Currency Used in an Event
Information on changing the currency used for an event by updating the payment processor.
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Primary Display Setup
Configuration options for colors, fonts, and header/footer for the primary display of forms, event websites, and emails.
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Supported Encryption Cipher Suite Changes
Certain tightens TLS cipher suites for key products; lists required cipher suites and actions for integrations.
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General FAQ - About Spam Filtering
Overview of how Certain handles spam filtering for emails, including default From address behavior and guidance to avoid quarantine.
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Suppliers (List)
The Suppliers (List) page lists the suppliers in the current account and provides tools to search, add, edit, delete, and filter suppliers. It details...
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Extended Display
Extended Display is a set of options to customize the look and feel of event forms, websites, and emails using a custom HTML shell. It covers Images a...
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Navigation Bar
Guide to configuring the navigation bar, including display options and related settings for events.
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Site Setup (Event Website)
Guide to configuring event websites within Certain, including Name, Settings, URL, Google Analytics, and page features.
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Event Websites
Overview of event websites in the Certain Help Center, including how to view, create, and manage event-level websites.
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Event Options
Event Options page to configure event settings including Global Settings, Template Settings, Waitlisting, DDF Date Format, Custom Registration Propert...
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Vulnerability Report
Vulnerability Report form to collect contact information for reporting vulnerabilities.
-
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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Data Retention Policy
This document outlines the data retention policy used by Certain, Inc. across its platform and services.
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Certain Brand Guide
Explore Certain's brand assets including logos, color palettes, typography, and downloadable brand assets.