Platform Configuration

Instructions for exporting content from a previous event or event template to a future event within Touchpoint CMS.

Custom fields add information to Attendees and Exhibitor Leads. Includes types Text, Rating, and Choice; details on Read/Write permissions and display...

Guidance for bulk uploading content to Touchpoint, including separate spreadsheets, data layout, field mappings, and import steps.

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

Overview of navigating main event components within your account, including the Event List tab and Event-specific tabs (Plan, Promote, Manage, Engage,...

Overview of Attendee Types and how to set them up in the Certain platform.

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...

Integration Links are a powerful feature that enable you to customize and personalize the attendee experience by inserting dynamic data fields into em...

Troubleshooting steps for email deliverability issues caused by SPF, DKIM, or DMARC failures on the Certain platform.

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...

Guide on identifying potential duplicate registrations when an event has more than 5,000 registrations, using an exported Excel file.

Guide describing how to modify hyperlink appearance on forms and websites using CSS.

Guidance for locating and modifying a single Registration in Certain, including searching by status, criteria, or reports and editing fields across Ov...

Troubleshooting steps for changing an event's E-Commerce account in the Certain platform, including currency restrictions and restoring deleted accoun...

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...

Instructions for configuring the Entry Page of a form in the Certain platform, including access permissions, waivers, and security options.

Instructions for streamlining agenda item entry in the Certain platform using Import and Export features.

Instructions on publishing forms and websites in Certain, including how URLs are created and delivered.

Overview of creating and modifying system users and assigning user types within a Certain account.

The standard summary report All Registrations By Status shows the number of complete and incomplete registrations for an event, grouped by registratio...

Instructions to specify a custom header and footer for reports, including supported formats and data-field insertion.

Instructions for configuring the login page in the Reviewer Portal, including background image, sign-in options, and layout.

Settings page for configuring general settings of the event's Reviewer Portal.

Help article describing the Auto-Match Roommates feature, including Summary, Auto-Match, and Roommate Matching Preferences.

Details about pending roommate pairs in event accommodation, including creation, table columns, and actions.

Instructions to import or update attendees' accommodation reservations via Excel or CSV in Certain.

Guidance on creating and managing accommodation sub-blocks for an event, including adding sub-blocks and inventory management.

On this page you set up the hotels used in your account for events, including hotel list, details, and supplier information.

Defines Booking Statuses and Action Codes for attendees' accommodation bookings and how planners use them in records and reports.

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.

Overview of the Event Details Page in the Certain Help Center, including access path and dynamic data fields for event information.

Documentation for the Website Display feature, detailing the Display Shell, Dynamic Data Fields, and styling attributes.

Account Websites lists all account-level websites created for the current account and provides actions to create, edit, preview, and manage favorites.

Options for display and print settings of event reports in Certain.

Information about support hours, urgent assistance, and the helpdesk email for Certain Help Center.

Key Metrics dashboard provides executives with a high-level view of event performance, including registrations, attendance, engagement, ROI, and relat...

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...

Overview of creating and importing reviewers, and configuring reviewer emails in the Certain platform's Session Reviews.

Guidance for submitting a speaker proposal and signing into the Speaker Portal, including setup steps and login options for the Certain platform.

The Reviewer Portal Page Layout article describes how to edit the Reviewer Portal Page, Reviewer Profile Layout, and Session Layout. Includes note abo...

Documentation detailing how to use the Excel File Sections in the Power Template for configuring event websites and forms, including Event Configurati...

Instructions for deleting or overwriting assets stored in an Event or an Account in the Certain platform.

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 ...

Certain supports tracking page hits to registration forms and event websites via a seamless integration to Google Analytics. The article provides inst...

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

Step 7 covers readiness for registrants, including testing forms, websites, external links, monitoring registrations, payment processing, and attendee...

Step 1 in planning and building an event within the Certain platform, detailing required preparations before Step 2.

Instructions for customizing emails in Certain based on registrant responses using display rules and content blocks.

Guidance on adding sessions manually or via bulk import in Certain, including templates, field mappings, and tips for Standard and Conference Layouts.

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

Details on formats for printing and exporting reports in the Certain platform.

Release notes for Certain 7.1.4 covering bug fixes across Admin Interface, Country List, Email, Forms, Groups, Reporting, and Session Management.

Release notes for Certain 7.1.3 detailing enhancements and bug fixes.

Release notes for Certain platform version 7.1.2, including enhancements and bug fixes.

Release notes for Certain 7.0.7 covering bug fixes across admin interface, API, forms, invoices, and 508 compliance.

Release notes detailing engagement insights, Digital Hub improvements, webinar creation, Touchpoint Web App updates, API changes, and security for Cer...

Release notes for Certain 7.0.4 including enhancements and bug fixes.

Release notes for Certain 7.0.2 covering enhancements and bug fixes across Digital Events, Dynamic Data Fields, session management, and related featur...

Release notes for Certain 7.0.1 including enhancements and bug fixes.

A help center page listing links to prior Certain release notes.

Documentation for managing Meeting Requests on Websites within the Certain Help Center. It explains the Meeting Request List behavior, how to customiz...

Guidance on CSV file format, encoding as UTF-8, and supported character sets for CSV imports in Certain.

Legacy Web Services API 1.0 for administrator access, with guidance to use API2.0 for new integrations.

Instructions for viewing imported registration data in Certain by clicking the underlined number in All Registrations By Status on the Registrations t...

Matched Roommates article explains the list of all matched roommate pairs, including manual and auto-matched reservations, and how the data columns an...

Overview of Global Links and Primary Navigation in the Certain Help Center.

Plan > Configure > Integration details for creating web integration links. This article explains how to use various integration links, including SSO, ...

Explanation of how usernames and PINs are assigned to attendee profiles, including automatic username creation when the field is blank.

Guidelines for Names, Codes, and Labels when creating items like Questions, Sessions, and Attendee Types in Certain.

To display technical information about the current release of Certain, access the System Information from the Help menu.

Instructions for searching Websites across events and accounts in the Certain Help Center.

Guidance on using the search feature in the Certain Help Center to locate records across Registrations, Profiles, Events, Forms, and Websites.

Guidance on creating and managing account-level websites in Certain, covering site details, security settings, and preview options.

Instructions for reviewers using the Event List in Certain, including access, sorting, and event column details.

Help article describing how Reports-Only users access and view event reports in Certain.

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...

Use this page to create a custom, personalized registration confirmation for the event. Includes dynamic data fields, barcodes, and section headers co...

Overview of configuring and using SSO in Certain, including Admin, Attendee, and Check-In App SSO types, setup steps, and per-portal usage.

Administrator-facing guidance to configure and manage Single Sign-On (SSO) connections for events in Certain.

Help article detailing the Entry Page (Attendee Form) in Certain's registration forms, including access options, permissions, waiver, credentials, pas...

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...

Manage event and account assets including uploading, viewing, and organizing images, scripts, and style sheets for use in your event.

Use this page to add and edit custom Event Display Fields for use in any events in this account.

Documentation on configuring display, formatting, data output, and print settings for Supplier Reports in the Certain platform.

Help center article describing how to edit or add supplier records and the fields stored for each supplier in the Certain platform.

Instructions to customize headers and footers for a custom report across formats, including dynamic data fields and the HTML Editor.

Options to control display and print formatting for Event Reports in the Certain Help Center.

Overview of the look and feel configuration for event forms, websites, and emails in Certain.

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...

Guidance on the Main Image field in Extended Display, including default width, maximum expansions, and how to upload header banners and customize with...

Guide describing how event content in Certain is exposed to search engine crawlers and how to use robots META tags to control crawlability.

Guide to setting up Google Analytics in Certain, including Website Profile, Tracking IDs, and per-page URL options.

Email template for the hourly email sent to new digital event registrants.

Documentation on creating and managing reusable Email Templates in the Certain platform, including types, management, scheduling, attachments, and dyn...

Documentation for exporting sessions from the Speaker and Session Management area of the Certain platform. Exports can be generated as CSV or Excel fi...

Instructions for importing sessions in Speaker and Session Management, including supported file formats, required fields, mapping steps, and updating ...

Attendee Overview page in the Certain Help Center shows a detailed, sectioned summary of a selected attendee's information, including profile, registr...

Instructions for importing and updating registrations using the Registration Import Wizard on the Certain platform.

Instructions for assigning, updating, and canceling session instances on existing registrations via the Registrations Import page.

Instructions to import registrations, registration agenda items, or registration session instances from external files into the event registrations da...

Instructions for configuring custom kiosk survey questions and messages in the Certain Kiosk app.

Technical article describing the Russian Data Privacy sub-module in the Certain platform, including configuration, event triggers, field mappings, and...

Guide to responding to GDPR Data Subject Requests (DSRs) for data stored in Certain, covering view, edit, and forget-me requests.

Account Usage article describing how administrators can track usage and generate reports, including events, registrations, imports, test registrations...

SSO connections for a Certain account, including access, available connections, and configuration details with field mapping and button customization.

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...

Guide to configuring account-level content blocks for emails, forms, websites, and event displays in Certain.

Steps to import and update accommodation details for registrations, including selecting the import type, update option, uploading Excel files, mapping...

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

Session Reminders enable automated, scheduled emails relative to session start, including templates with Dynamic Data Fields, testing, and analytics.

Integration of Stripe with Certain enables online and in-person event payments with 100+ methods and global reach.

Event automation software for marketing executives enables ROI from events by capturing attendee data, delivering personalized content, and providing ...

Security, compliance, and enterprise-scale governance for global event programs, including PCI DSS, SOC 2, privacy controls, encryption, access govern...

On-demand webinar about gaining deeper insight into audience behaviors, preferences and trends to drive revenue and results from events. Learn how to ...

Overview of the Certain Event Platform tour, including a diagram of the Comprehensive Event Management components and a call to action.

Overview of AI’s potential in the event industry, including trends, data roles, and privacy implications.

Infographic describing how Certain’s event experience solution helps convert ice cold event leads into warm customers and outlines Certain’s event man...

Overview of the ultimate AI tech stack for driving event ROI with engagement and analytics capabilities.

Infographic and resources for event marketers on using generative AI prompts to drive registrations, personalize engagement, and deliver ROI.

Download this whitepaper to understand how to measure, gain insight, and communicate ROI across a holistic event program with an overarching event int...

Infographic explaining how to evaluate event impact across the funnel and link event goals to business outcomes.

Download this infographic to learn about how combining data from marketing automation and events is a powerful way to deliver ROI.

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...

An eBook highlighting the roles of AI and EI in buyer engagement and providing strategies for leveraging cutting-edge technologies to connect with eve...

A guide to engagement strategies in event marketing to maximize ROI.

A guide for event marketers detailing ROI, data, and resources for optimizing event intelligence and performance.

Video On Demand webinar to uncover attendees' priorities, needs, and interests; learn to ask the right questions, interpret attendee behavior, and det...

An eBook explaining how AI and event intelligence turn attendees into advocates and help measure event impact.

Explore how AI-powered session recommendations can elevate events by personalizing agendas and improving attendee engagement. Video On Demand resource...

A hub of guides, infographics, videos, webinars, and whitepapers on event marketing and management.

Form to request a demonstration of Certain's event management platform.

Unified reporting and intelligence for event programs across formats and touchpoints, including Application-Level Reporting and Curated Event Datamart...

Certain offers an enterprise-grade event management platform to orchestrate attendee journeys, AI personalization, and data-driven ROI across branded ...

Gain a 360-degree view of buying signals and performance insights for all events.

Thomson Reuters Marketing Events Strategy team wins four Gold Stevie Awards and Bronze for Brand Engagement, powered by Certain's AI-powered event tec...

MarketingProfs highlights how Certain's Event Intelligence and AI drive ROI by uncovering buying signals, personalizing experiences, and turning event...

Certain announces a strategic partnership with InEvent to create a unified event technology ecosystem, blending live streaming, hybrid event tools, an...

Certain expands Stripe payments integration to support 100+ global methods and real-time revenue analytics for online and on-site events.

Certain announces a strategic partnership with Capture Technologies to enhance on-site event operations and insights by combining onsite technology wi...

Overview of how peers navigate efficiency, attendee experience, and the business impact of events, including Engagement Trap and ROI gaps from the 202...

Zoom partner page with overview and events-focused call to action.

Partner page describing metroConnections as a single source for creating and managing the entire event experience.

FAQ describing Event Intelligence Software and how it analyzes attendance, engagement, and conversion data to optimize events and ROI.

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

In this on-demand webinar, Attendee Management & Certain show you how to transform your event data into meaningful insights.

On-Demand webinar: Igniting Event Experiences with Intelligence & AI to unlock a deeper understanding of event attendees, gain actionable insights, an...

On-demand webinar about uncovering insights into your event attendees’ minds, including their priorities, needs, and interests using AI.

Learn and grow with Certain’s world-class events, past and present.

Overview of how Certain's Attendee Experience enables personalized journeys, AI-driven insights, and a connected lifecycle to convert attendees into b...

Form to request a demo of Certain Event Advisor with fields for First Name, Last Name, Company, and Work Email.

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

Grand Connection scales events with Certain’s Smart Event Technology, using automation-driven efficiency, real-time analytics, and enhanced attendee e...

Contact page for Certain to reach support, accounting, and billing; includes a form and contact details.

A page to request a demonstration of Certain Buying Signals, featuring a form to capture name, company, and work email.

Explains data-driven marketing, its impact on event ROI, and steps to implement for events, including targeted emails, personalization, scheduling, an...

Explores turning event signals into revenue with signal-aware strategies and AI-powered insights.

Overview of how AI-powered event data platforms streamline data, insights, and decision-making to improve event outcomes.

A guide to building an engagement data strategy and transforming event data into actionable insights using AI-powered event management software.

An AI-powered Question Generator inside Certain helps event planners craft insightful questions to uncover attendee priorities, timelines, and buying ...

Guide to aligning event goals with marketing and sales, optimizing multi-event programs, and measuring KPIs across funnel stages to transform events i...

Mastering B2B event strategy using data orchestration, AI, and event intelligence to optimize attendee engagement and ROI.

A blog recap of a webinar on leveraging event data and AI to drive business results, including data collection strategies and Touchpoint Ignite.

Overview of Event Advisor, an AI-powered tool to personalize attendee journeys at events.

Blog post about AI-powered personalization and Session Advisor AI to drive attendee engagement and revenue.

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

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

20 proven event formats to drive engagement and attendee interaction.

Overview of Certain's mission to turn events into revenue through AI-powered engagement signals, data orchestration, and enterprise-grade security.

The most common cause of content being overwritten in an Event is working with multiple tabs open; best practices to avoid overwriting.

Overview of how to use logic rules to display, hide, or assign items in a form, with an example scenario and steps.

Information on changing the currency used for an event by updating the payment processor.

Configuration options for colors, fonts, and header/footer for the primary display of forms, event websites, and emails.

Certain tightens TLS cipher suites for key products; lists required cipher suites and actions for integrations.

Overview of how Certain handles spam filtering for emails, including default From address behavior and guidance to avoid quarantine.

The Suppliers (List) page lists the suppliers in the current account and provides tools to search, add, edit, delete, and filter suppliers. It details...

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...

Guide to configuring the navigation bar, including display options and related settings for events.

Guide to configuring event websites within Certain, including Name, Settings, URL, Google Analytics, and page features.

Overview of event websites in the Certain Help Center, including how to view, create, and manage event-level websites.

Event Options page to configure event settings including Global Settings, Template Settings, Waitlisting, DDF Date Format, Custom Registration Propert...

Vulnerability Report form to collect contact information for reporting vulnerabilities.

Certain, Inc. offers a scalable price model based on product subscription, SaaS editions, transaction volumes, and services, with overages and import ...

This document outlines the data retention policy used by Certain, Inc. across its platform and services.

Explore Certain's brand assets including logos, color palettes, typography, and downloadable brand assets.