Platform Configuration

E-commerce Account Details for setting up Certain e-commerce processing accounts, including online processors, payment methods, AVS, CSC, and processo...

Create a New Form in Certain. Learn registration form sections, setup information, page layout, page titles, global display settings, and required fie...

Scheduled Emails page content for Certain. It covers where Scheduled Emails appears, how to view active scheduled emails, and what happens when copyin...

This page explains how to add, edit, and view speakers in Speaker and Session Management, including Speaker List filters, Speaker Types, and importing...

Certain platform event Financials settings for payment processing accounts, transaction limits, online payment security options, Payment Metadata fiel...

Instructions for Session Export (in Speaker and Session Management) in Certain. Export sessions from Sessions, choose Category Type (Without Instances...

This page lists the consolidation reports defined for the current account and pre-built system summary reports, including how to add reports, copy rep...

Create a Website (at account-level) with Website Details, Web Pages, and Security Settings including User Authentication Required?, SAML Single Sign O...

Instructions for configuring and printing attendee badges using Badges V2, including badge layout setup, fields, template selection, barcode/Logo/Pic ...

Event Setup includes Travel Information (Event Setup) when the Travel Module is activated for an event. The page documents Travel Questions and Travel...

Learn when selecting an email template for accepted registrations is optional and when it is strongly recommended, including the Logic Rule scenario t...

Certain Event List (for Reviewers). Reviewers see current and upcoming assigned events, sort columns, mark favorites, return to the list, and log out.

Certain platform support article explaining Event List behavior, templates exclusions, filters, columns, exporting, and role-based alternative event l...

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...

Account Information explains how Certain accounts organize events and how the Account Information section collects contact details, including the Prim...

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...

Russian Data Privacy configuration details including Privacy Configurations, Event Trigger, Field Mappings, and Policy Compliance Audit, for the Data ...

Add or Edit a Conference Session (in Speaker and Session Management) in Certain Speaker and Session Management. Includes Session Details fields, Top-R...

Instructions for obtaining Google Analytics Tracking IDs (such as “UA-12345678-1”) for use in Certain events, including steps for new and existing Goo...

Create a Registration page help content covering attendee Contact Information and Registration Information, including Attendee Type and Status, fee ru...

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...

Assign Roles for Certain feature designed for team-based event management. Roles and available users are defined by an account administrator on Accoun...

Certain Support Center documentation for User Information, including user types, User List filters, User Profile fields, GDPR data subject requests, E...

Guide to responding to Data Subject Requests (DSRs) under the General Data Protection Regulation (GDPR) in Certain, including View, Edit, and “Delete”...

Touchpoint bulk upload steps for translated content using an exported Excel workbook and field mappings so translated fields import back into Touchpoi...

Touchpoint CMS instructions for exporting content from a previous event or event template to a future event, including copying selected items and expo...

How to add and edit Custom HTML sections in the Certain registration form workflow, including Custom HTML Header fields, Custom HTML Section fields, a...

Custom Event Data is event-builder-created question content that is not answered by registrants. It is used for internal reporting and for conditions ...

Certain HTML Editor FAQ describes how to use Source mode, Normal mode, Save, images (Browse Server to), CKeditor enablement, and HTTPS requirements fo...

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.

SSO Configuration instructions for administrators. Learn how to select SSO(s) for event use and how to manage the SSO Configuration (List) fields like...

Set up and edit Single Sign-On (SSO) connections for an account in Certain, including SSO types, available SSO connections, field mappings, lookup set...

This Certain guide explains cookies added by Certain, how to identify cookies in Chrome, Edge, Firefox, Internet Explorer, and Safari, and includes Es...

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...

Use the Account Settings area to view and edit settings at the account level. It applies across multiple events and lets Administrators set up users a...

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.

Registration Overview is a summary page in the Registration area of Account Settings. The page lists sections for Custom Profile Data, Financial Data,...

Account Information explains how Certain accounts organize events and profile data, and how the Account Name, Primary Contact, and Email fields are us...

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...

Use this page to create and run reports on profiles in your Certain account. Profiles include attendees, speakers and reviewers. Profile Report result...

Certain Tier: Add/Edit instructions for Add Tier or Edit Tier, including Tier Name, Due Date, Privileges, Emails, and Recommendations.

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...

Accommodation Import help page. It describes the Accommodation > Import page and the data types Blocks and Room Reservations that can be imported.

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...

Website Display explains the Custom Display Shell, including Dynamic Data Fields (Navigation Row, Profile Info, Page Content) and Custom HTML Attribut...

Basic Navigation Within Certain explains Global Links in the upper right corner and the Primary Navigation Menu tabs for EVENTS, PROFILES, SUPPLIERS, ...

Certain Help Center article: Step 4: Add Options. It lists optional functional areas such as Agenda, Accommodation, Payments, Logic, Additional Regist...

Step 2: Fill in Basic Details. Guidance for Certain page sections: Plan > Event Setup > Details, Plan > Configure > Options, Plan > Event Setup > Atte...

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.

Global Navigation Icons explains how Certain global navigation bar icons work, including Support bot, Search, Recent Items, Favorites, and Help and Su...

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...

Instructions for searching for Websites across events and across accounts in Certain. Includes search criteria fields, wildcard % behavior, sorting by...

Instructions for Certain Form Search. Specify search criteria, use % as a wildcard, set Max Rows and Per Page, choose Account, and sort or navigate re...

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...

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.

Certain Travel Information (Attendee) help page describing when the Travel Module is enabled, how an event planner edits travel details, and how Trave...

Certain tracks attendee registration changes in the History area. The page explains Registration Header, Registration History fields, Details for row ...

Attendee Overview is an admin page that shows a summary of a selected attendee’s details, including printing, favorites, one-click actions, profile, r...

This report displays the number of registrations in miscellaneous categories, including Deleted Registrations, Test Registrations, Potential Duplicate...

Instructions for assigning groups on the Assign Groups page, including filtering registrations and selecting a group from Groups > Group List, plus a ...

In order to import into the system field "Gender," use the following values in your spreadsheet: Male = 1, Female = 2, Unknown = (blank).

A Profile contains contact and other information for individuals who have attended Events. Learn how to create Profiles, invite Profiles to an Event, ...

Instructions for modifying a single Registration in Certain by using Manage > Registrations, Report results, and the Registration Overview tabs. Inclu...

Certain support article about enforcing email uniqueness and resolving the form login error "A registration already exists with this email address." S...

Configure a Form Entry page for landing page use, waiver checkbox requirements, and Login Options including Enable Forgot Password with Promote > Emai...

Roommate Matching instructions for planners covering Plan > Accommodation > Roommates, Auto-Match, Pending roommates, Matched roommates, and "No Match...

Instructions for the Form Entry page, including Entry Section HTML, Form Entry Permissions (Open Enrollment or Profile, Reg ID in URL or Integrations ...

This topic describes how to import and/or update registrations on the Registrations > Import page in Certain, including the Registration Import Wizard...

When importing Room Reservations, an error can show date of arrival should be in format "MM/dd/yyyy". Modify Arrival Date & Departure Date column form...

This Certain support article explains how Certain data-list pages display multi-page records and how selections like Show entries, Search filters, pag...

Forms FAQ - Linking Website to Forms explains how meeting planners link a Certain registration form from an existing event-level website and from acco...

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...

The Agenda section enables attendees to filter agenda items using date, track, location, group, and keyword. Define field labels and control Rows Per ...

Forms FAQ - Editing Forms explains how to edit a certain form and describes the left navigation links such as Setup, Entry, Registrant Details, Attend...

Learn how to preview a Certain form using Split Screen Edit Mode or by toggling between Preview and Edit.

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...

Tips for successful email communications in Certain for Event or specific Form email. Includes HTML template example using <style> tags and <body> to ...

Best Practices: Email Deliverability explains why Certain emails may be quarantined as spam and how SPF records and Domain Keys help deliverability th...

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...

Certain does not have a specific feature for appending Agenda Items directly to an Email Template. Display Rules can include the Personal Agenda secti...

Troubleshooting steps for Certain Form payments when Payment Info is saved but complete registrations do not process. Check online payment processing ...

Troubleshooting steps for changing an event's E-Commerce account in Certain when Plan > Event Setup > Financials does not allow selecting a different ...

Administrators - PayPal Setup Requirements instructions for configuring a PayPal account within Certain. Includes PayPal Gateway Account Settings fiel...

Information for administrators on how e-commerce works within Certain and how to configure online credit card processing including payment gateways li...

Instructions for Certain invoice templates and invoice generation workflows, including Event and Account level setup and automatic invoices with confi...

This article explains how to set up registration cancellation fees and agenda item cancellation fees. It explains how to cancel these items for a regi...

Certain supports tracking page hits to registration forms and event websites via Google Analytics integration. The attached PDF, “Using Google Analyti...

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...

General FAQ on Streamline Agenda Item Entry in Certain using Import and Export, plus column tips for the Activities.xls file.

This Help article defines a Certain event-level Website, describes public and password-protected site access, explains main-page and optional pages st...

Instructions for publishing online forms and websites in Certain, locating the URL on Plan > Forms > Setup > URL or Promote > Websites > Setup > URL, ...

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...

General FAQ for setting up an event in Certain. Learn how events define registration foundations, then configure event setup, attendee types, statuses...

Guide for assigning tags to registration statuses in Certain. Includes an API 2.0 technical note about includeList=tags and lists standard registratio...

How to delete an event/program from an account/organization, including steps to find the event and use Plan > Event Setup > Details to delete it.

Learn how to disable automatic emails sent during manual updates of registrations' custom status by editing Plan > Event Setup > Custom Status and unc...

Certain 7.1 extends Certain Digital with complete insight from Zoom and ON24 and updated Session Catalog and Touchpoint web Attendee Engagement app. I...

Step 10: Perform Post-Event Tasks. Clean up the database by updating completed registration statuses, using the Refund Owed system report, and using t...

Step 8: Go Live. Instructions to set event Status to Live, open registration forms by adjusting Form Open and Close Dates, move existing registrations...

Step 7: Get Ready for Registrants includes a checklist for testing forms, websites, external links, registration monitoring, payment processing, atten...

Step 5: Customize Look and Feel in Certain. Configure event look-and-feel using event templates, Settings > Display (basic display), or advanced displ...

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...

Search instructions for selecting Registrations, Profiles, Events, Forms, or Websites. The steps explain choosing a field and operator, entering a val...

To display technical information about the current release of Certain, click the Help icon then the System Information icon. The Release Number is inc...

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...

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...

Guide to using the Registration Groups sub-module in Certain, including enabling, setting up groups and attendee types, assigning group membership, us...

Instructions for emailing Registrants and updating Certain Event Status to Cancelled or Postponed, including setup steps for custom entry page message...

Certain uses the ISO (International Organization for Standardization) Country list to determine which countries appear in the Country drop-down menu. ...

Use the Plan > Event Setup > Suppliers page to enter a list of Suppliers associated with the Event. Includes SMM (Strategic Meetings Management) Modul...

An overview of the Accommodation Module in Certain, covering Room Types, Hotels, Accommodation Blocks, Sub-Blocks, and Forms, including Roommates and ...

To view imported registration data in Certain, click the underlined number that matches the state or status selected during import in the All Registra...

Mass actions enable single actions on a group of registrations or records from the Mass Action drop-down list, including Changing Basic Actions, Chang...

Registrations FAQ - Creating Registrations explains three methods for entering registration information into an event database: manual entry, importin...

Instructions for Bulk Upload Template Spreadsheets import workflow in Touchpoint, including Separate spreadsheets, Spreadsheet data begins top left, a...

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.

Event Intelligence - Key Metrics explains the Key Metrics dashboard sections, including Selected Events/Registration Goal indicator, Registrations, At...

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...

Instructions for importing and updating Registrations in Certain, including key field precedence, required fields guidance, and import wizard steps.

Avoiding Content in an Event being Overwritten explains how multiple browser tabs can overwrite Event content and how to ensure the tab with the most ...

Speaker Portal Access: Submit a Proposal & Sign In explains how proposal submission creates a Speaker profile and a Submitted session, and how Login S...

Instructions for editing the Reviewer Portal Page Layout, including reviewer portal landing page options, reviewer profile layout fields, and session ...

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...

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...

Learn how Inline Actions and Display Actions work in Certain Logic Rules for Forms, including the logic-rule Select Action options Inline Actions - Di...

This guide explains how to use Content Blocks and Display Rules to create email templates with content displayed dynamically based on registration val...

Certain provides an option use reporting for mass download of profile image files captured in registration records. Steps cover creating a Registratio...

Create and manage Certain Users in Account Settings. Follow Setup > Administration > User Information steps for required User fields, Active status, U...

Extended Display determines the look and feel of Event Forms, Websites and Emails. The article covers Plan > Configure > Display > Extended Display, i...

Step 3: Create and Customize Registration Forms. Includes Create Forms, Previewing Forms, Registrant Details, Attendee Type, Questions, Verify, and Co...

The Certain Travel Module collects travel requests and reservation information from attendees, defines Travel Reservations, Travel Requests, and Trave...

Instructions for creating an event in Certain, including a permissions note for Administrators and Event builders and steps using Add a New Event and ...

The ability to automatically process waitlisted attendees when capacity becomes available on sessions is now available with the release of Certain 8.0...

Certain enables manual or bulk session creation via import for Standard or Conference Layouts. Conference Layout requires 2 imports. The article lists...

Learn how to create and import Session Locations using Certain, including recommendations for placeholders like “Room 1” and instructions for mapping ...

Guide for setting up Speaker and Session Management in Certain, including Conference Sessions features like Speaker Portal, Reviewer Portal, review wo...

Video On Demand session about event behavioral data. It covers the silent pipeline killer, from data to dialogue, and real customer playbooks, plus re...

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...

Rockwell Automation Centralizes 200 Global Conferences with Certain. Customer story describing the challenge of fragmented events, the solution using ...

National Instruments customer story about Certain Platform and Certain Signal for standardized event execution and lead-to-sales engagement across glo...

Customer story about how Grand Connection scaled events with Certain Smart Event Tech, using Certain Platform and Touchpoint, to automate attendee man...

Defend your event budget by fixing the timing problem first, then routing high-intent event signals quickly and proving event-sourced outcomes with ti...

Events reveal the buying committee by surfacing cross-functional behaviors that form a purchase decision before it shows up in your CRM. Includes even...

Instructions for creating an event in Certain, including creating from scratch, copying an existing Event, and using Templates, then entering required...

Certain captures buying signals from every attendee interaction and routes them to your CRM while attendees are still in the room, with AI-driven inte...

SOLUTIONS on Certain describes an Event Intelligence Platform that turns every interaction into pipeline, including Launch & Scale Branded Events, Mob...

Certain is the AI-powered Event Intelligence Platform that captures buying signals from every attendee interaction and delivers them in real time to y...

Certain Information Technology Data Retention Policy. Covers data environments, backup tiers, encryption (TDE, AES-256), DoD 5220.22-M data destructio...

Certain contact page with a message form and strategy call prompt. Includes support contacts via Platform-support.certain.com, Touchpoint-support.cert...

Certain is the event technology partner for organizations aiming to turn exceptional attendee experiences into pipeline and revenue. Powered by AI and...

Supported Encryption Cipher Suite Changes notice from Certain. It states that on June 30, 2022 Certain will strengthen encryption techniques for Certa...

Step-by-step guide to extract historic profile, registration, and event data for Certain account archive needs using custom reports and Certain Applic...

Guide to Flights and Flight Packages in Certain. Includes Travel > Configuration, flights and Flight Packages setup, assigning flights to attendees, i...

Event Intelligence article by Peter Micciche (CEO of Certain) on signal orchestration across capture, real-time delivery, and scalable action, includi...

20 proven event formats to drive engagement and attendee interaction.

Explains how AI-powered follow-ups improve engagement and ROI after events.

Events Create Moments. Signals Turn Them Into Revenue. The article argues that signal density turns attendee interactions into buying intent through A...

Certain blog article about extracting real value from events using behavioral intelligence based on buying signals, signal classification, real-time i...

Deep Dive into Event Intelligence: Capturing Event Buying Signals explains how buying signals differ from data, lists seven buying signal types, and c...

Real-Time Signal Delivery: When Speed Meets Context, Revenue Teams Win explains Pillar 2 of the Event Intelligence framework and defines what “real-ti...

Introducing Event Advisor on January 7, 2026, including webinar coverage on AI-powered event personalization, agenda building, timed nudges, and turni...

Certain’s AI Question Generator helps event planners and marketers stop asking boring event questions by creating practical, insight-driven questions ...

From Signals to Revenue: Making Event Intelligence Work for Your Team explains how Event Intelligence captures buying signals, delivers them in real t...

Certain partner ecosystem page describing partner types and a partner directory, plus sections on the Certain Partner Ecosystem and data-driven event ...

Certain services include Consulting Services, Training & Enablement, Global Support, and Customer Success, plus Event Management Services, Global Even...

Certain Integrations connect marketing and sales ecosystems with connected event operations and insights, including SSO, REST APIs, and Certain Signal...

Certain HYBRID EVENTS page describes unified attendee experience, platform flexibility, cross-channel signals, AI personalization, unified analytics, ...

Certain virtual events engage virtual audiences and capture digital signals. Virtual signal capture, AI recommendations, real-time analytics, virtual ...

Certain “ALL EVENT TYPES” page describes in-person, virtual, and hybrid event formats, badge scan signals captured, lead score 92/100, and push to sal...

Certain for sales professionals provides event intelligence with real-time buying signals, prioritized lead lists, and CRM integration to turn event e...

Certain for marketing executives. Event portfolio ROI: Pipeline Generated $4.2M, Influenced Revenue $12.8M, Cost per Lead $47, Avg Engagement 8.4. Eve...

Certain connects event programs to your marketing stack for marketing operations. Capture buying signals, use AI-powered personalization, integrate wi...

Certain for event professionals includes PCI DSS, GDPR, SOC 2 security, an event operations checklist, and a live dashboard for registrations, session...

Tips for Names, Codes, and Labels in the Certain application, including guidance for Name visibility, Code usage, and Label or Display text on online ...

Primary Display defines the look and feel of event forms, websites, and emails by configuring display behavior, colors, fonts, header/footer, and sear...

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 ...

Display refers to the look and feel of your event forms, websites and emails. The article lists Assets, Navigation Bar, Primary Display, and Extended ...

Certain platform support article describing Email Templates for events, including Registration, Speakers, Reviewer, and Session Reminder templates and...

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

Web Site Home describes how to access Home Page via EVENTS > Websites > Add/Edit website > Home and explains that the Home page displays static conten...

This page lists all account-level websites created for the current account, and it explains how to add, show inactive sites, edit, preview, favorite, ...

This Suppliers (List) page lists the suppliers in the current account. It defines suppliers, explains search, add/edit, delete/restore behavior, and t...

Instructions for building a Web Home Layout using sections, panels, and panel settings, including New Layout setup, Font Family, Item Spacing, Backgro...

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...

Phone Homescreen Layout documentation that explains the home screen designer and its panel widgets, including Universal Panel Settings and per-panel s...

Using CSS, this support article explains how to change hyperlink font size and remove underline for hyperlinks on Forms and Websites by editing the Cu...

Instructions for removing a blank page generated by logic by using a Custom HTML Section and javascript so Forms skip hidden content and submit the bl...

The Event Options page (Plan > Configure > Options) configures Event settings and turns Modules on or off for each Event, including Automatic Event Wa...

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...

Learn how to edit the default error message in the event by finding default error messages in Plan > Form and customizing Required fields settings, Ag...

Logic Rules allow display, hide, or assign items in a Form, and they can trigger event emails or error messages based on actions taken through the For...

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 ...

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...

Site Setup (Event Website) instructions for creating and configuring event websites, including required login settings, Google Analytics Tracking ID, ...

Instructions for shortening a Certain Form URL and Website URL by removing URL portions, plus an alternative Vanity URL option with setup URL forwardi...