Platform Configuration

Event Signals Part 1 of 2: The Event Signal Playbook with seven plays that turn events into pipeline. Run plays today with first-party event data and ...

Revenue teams build agentic stacks, but event check-in runs as logistics. Run check-in as a sensor to capture declared buyer answers and feed real-tim...

Event check-in captures two buying signals at once: behavioral arrival data and declared intent from a verified buyer, plus guidance on what each reve...

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...

Video On Demand description for “End Networking Roulette: Let Next Gen AI Do the Matching,” including how Certain Event Advisor uses generative AI for...

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...

Video On Demand, 30 min watch. Certain and AMI show modern automation and mobile tech eliminate long lines, trigger real-time personalized engagement,...

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

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...

Guides, infographics, and on-demand webinars to help you turn every event into measurable revenue for proving event ROI and accelerating pipeline.

Certain contact page with a “Let’s Connect” form and support contact details, including help@certain.com and billing@certain.com.

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

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 provides event professionals tools to streamline operations, create memorable experiences, and demonstrate revenue impact. Includes PCI DSS, G...

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 is an event intelligence platform that captures buying signals from every attendee interaction and routes them to your CRM while they are stil...

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

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

Search For Websites instructions for Certain. Specify search criteria across events and accounts, then submit to view results and edit records.

Instructions for searching Certain forms across events and accounts. Covers Submit search criteria, Search for fields, Operator begins with, wildcard ...

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...

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

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

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.

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

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

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

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 ...

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...

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

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

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

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

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

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

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

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

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...

Cookies in Certain is a brief PDF guide to the cookies added to registrants’ browsers by Certain forms and webpages, including essential admin-side co...

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 ...

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

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

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

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...

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

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...

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

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

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...

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

How to delete an event/program from an account/organization. Steps include locating the event on the Event list and using Plan > Event Setup > Details...

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

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

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

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...

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

Steps to locate and copy an event in Certain: find the event on the Event List, use pagination if needed, click the copy (paper icon), select informat...

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

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

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

Steps to add an event owner in Certain by navigating to Plan > Event Setup > Details, selecting a user under Event Details, and saving. Additional not...

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...

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

Certain event setup documentation for the Event Details (or "Add Event") page. It explains event name, event code, status, time zone, webinar options,...

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

Certain Security Settings for Account Settings and Other Settings, including PCI Compliance session timeout and password expiration, and email setting...

Custom Event Data explains how custom questions are answered by the event builder and used for internal reporting, consolidation reports, Logic Rules,...

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...

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 article explaining Multi-Page Lists UI elements, including Show [10] entries, search, showing, pagination (Previous/#/Next), an...

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

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.

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

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...

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

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

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

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...

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...

Certain Support Center help content describing Multi-Page Lists UI controls: Show entries, Search, Showing, and Previous/Next pagination, plus remembe...

Use the Event Options page to configure event settings and to turn modules on or off for the event. Sections include Global Settings, Automatic Event ...

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

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

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.

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 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...

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...

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

Events are the best first-party data source for sales because they produce more declared, attributable buyer behavior per person than any other channe...

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...

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...

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

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

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.

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...

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...

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

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...

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

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...

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

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

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

Session Locations instructions for creating a Location and importing Locations in Certain, including capacity guidance and import workflow steps.

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

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

Learn how to export sessions in Speaker and Session Management by selecting Export, choosing a category type, choosing a file type, and downloading th...

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

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

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, ...

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

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

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 ...

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

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

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.

Certain event Travel Module: use the Flights page to add and manage flights, seat blocks, and reference numbers for attendee reservations and Flight P...

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

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...

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

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

Instructions for running a manual data sync in Greet, including Sync Frequency, Sync Now on Attendees/Sessions/Session Registrations, Freeze Inbound S...

Using Event Reports in Greet explains the Reports section, the Stat Tiles, the Overview, Attendees, and Sessions tabs, and exporting to CSV or Excel.

Instructions for the Sessions page in Greet, including searching, Sync from Integration, creating sessions, per-row actions, and troubleshooting.

Learn how the Greet tag controls event and registration question responses synced from Certain to Greet. Apply the greet tag in account, event, and re...

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...

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...

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.

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

Creating User Accounts instructions for managing Certain Users in Account Settings > Administration > User Information, including User Type, Active, v...

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

A leadership blog post describing 7 AI event plays that turn event signals into qualified pipeline, with a metric for each play and guidance on where ...

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...

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...

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...

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 ...

Learn how to manage Event Assets and Account Assets using Plan > Configure > Display > Assets, including upload, settings, and image placement on Even...

Use this page to edit/delete/create a new tax code template. Complete tax code fields: Code, Name, and Percentage.

Instructions for the "Main Image" field in Plan > Configure > Display > Extended Display, including form width and height behavior and steps to upload...

Setup guide for Using Google Analytics™ in Certain, including Tracking ID setup, event-level vs website-level IDs, page-specific page-level URLs, and ...

This help page explains how subtotals display on printable report formats like Acrobat® PDF and Printable HTML. It covers showing sums, maximums, mini...

Here you define a Supplier Report's display and print settings, including Display Format, Report Format, Data Format, and Print Settings options such ...

Copying a Supplier Report wizard steps: click Copy Report above the Supplier Reports list, name the new report (default appends "(Copy)"), set Descrip...

Supplier Reports page describing how to add and copy supplier reports and listing the Page Details columns such as Format, Report Name, Description (R...

Website FAQ Page describes how a “generic” page can display static content on the public-side of the Website.

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, ...

Copy an existing Consolidation report by using the wizard steps to select the report, name the copy, set the Description and Group, then confirm and f...

How to create user-defined report columns on the User-Defined Column Details (Consolidation Reports) page, including Display the first non-blank from ...

Up to three Mass Actions can be automatically triggered when a report is exported. Reports can be exported automatically using a Display Format other ...

Report Filters enable you to restrict the amount of data returned in a report using Date Filters or Advanced Filters, and view filtered results in the...

Instructions for specifying report Columns in Certain Consolidation Reports, including selecting and re-ordering data fields, Sort Order, and Customiz...

Select Report Subtotals (Events) describes how Subtotals display in Acrobat® PDF and Printable HTML, including per-group totals and options like "Disp...

Choose Report Grouping (Events): Creating Report Summary Groups using the Groups tab, organizing report data into up to three levels of summary groups...

This page sets various options for report display and print settings. It includes Display Format, Report Format, Data Format, and Print Settings such ...

Consolidation Reports enable reporting on registrations, charges, payment and refunds, transactions, contacts, and location data across multiple event...

Configure branding and other settings for the Certain Check-In app, including Account Logo, Header/Footer Background, and Event List Settings such as ...

Certain Kiosk Kiosk Configuration for survey mode questions and custom kiosk messages, including Survey Question Configuration and Show these Question...

Event Websites describes what an event website is, how the Event Websites page lists active websites for the current event, and how each website’s sta...

Navigation Bar article with Display Options for Display Registration Information row and Display site navigation bar on website, including navigation ...

IX. Understanding the Style Options lists Button-Style Options, Agenda-Style Options, Speaker-Style Options, Sponsors-Style Options, Form-Style Option...

Power Template (Content Blocks) help article. Learn where to find Event Content Blocks, how to edit a content block using the Edit button (Pencil), an...

Explains how the setting "Incomplete registrations count against Capacity/Inventory for __ minutes after their last modification" monitors registrants...

Set up Room Types for an account to define [Accommodation Blocks](https://community.certain.com/pagehelp/accommodation/blocks.htm) at events, includin...

As part of a report's setup, up to three Mass Actions can be automatically triggered when the report is exported by selecting actions and clicking Sub...

Reports FAQ - Define Report Export Actions. Define up to three Mass Actions that are triggered automatically when a report is exported, and explain th...

Supported Devices information for running the Event App. Android devices need to be on one of the last 3 major releases. iOS devices need to be on one...

Learn how to remove a blank page generated by logic by adding JavaScript to a Certain Form using a Custom HTML Section and logic rules.

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

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...

You can download a QR code embedded with your app's “App Info” URL. The “App Info” URL includes links to iOS app store, Google Play store, and the web...

Instructions for creating Info items, adding images to Info Body, setting image width to 100%, applying theming colors used on Info text, and performi...

Reports can be delivered in several formats, including Formatted HTML, Printable HTML, Acrobat® PDF, Printable Excel®, Excel® Spreadsheet, Comma-Delim...

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

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

Attendees can post photos or discussion posts to the activity feed. Learn Activity Feed Feature Settings, Activity Feed Home Screen Panel Settings, an...

Profiles FAQ - Exporting Profiles explains how profile records are exported from the Report Results window and how to choose an export or print format...

Use the Report Setup page to create or edit custom reports for an event. Includes Report Name, Visibility, Report Tokenization, Report Type, Changes R...

This page enables you to copy a Profiles report. It provides wizard steps to copy an existing report, name the new report, set Description and Group, ...

Choose Report Grouping explains how the Groups tab organizes report data by summary groups for printable formats like Printable HTML, Acrobat® PDF, an...

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...

How to Configure Settings in Greet. Learn how to set Access, Attendee Statuses, Check-in Workflow, Notifications, Kiosk Branding, QR Code, Synced Ques...

Instructions for creating a Badge Template, including Configure Badge Dimensions, Select a Layout Mode, and Customize the Badge Design in Greet.

This article explains Printer Settings in Greet, including how administrators access Printer Settings, add a printer, and how PrintNode Printers appea...

Greet account-level settings control integrations, branding, fonts, and reusable event configurations. The page covers Access Account-level Settings, ...

Devices and Printer Recommendations for using Certain Check-In, including AirPrint certified printers for Apple iOS, USB printing for Windows 10/11, a...

This article discusses common error messages and issues you may encounter with Cybersource payments, including response errors, security token errors,...

Instructions for administrators on Cybersource setup requirements for Cybersource Gateway Account Settings, including Account Settings > Registrations...

Instructions for administrators on authorize.net gateway account setting requirements, including Authorize.Net API Login ID, Transaction Key, and Auth...

Options for configuring E-Commerce verification settings in Certain, including AVS (Address Verification Service) and CSC (Card Security Code) checks ...

Configure an event's payment options by setting Plan > Event Setup > Financials, selecting an Online Payment Processing e-commerce account, choosing p...

Guidance for selecting on-site badge printers for iOS, Android, and Network Issues, including AirPrint-certified printers and WiFi AP Isolation settin...

Learn how to print badges on Avery templates not available in the Certain Badge Layout Editor using Avery’s online tool, including the upload steps fo...

Pay.gov Response 4054 is a data validation error. The response can mean the provided account number is invalid or unacceptable based on Pay.gov rules.

Learn how to manually delete image and file assets in an event or account by navigating to the Assets sections and selecting Delete, then confirming w...

This article explains Stripe Email on "Unsafe Processing" and how to edit Stripe integration settings to enable "Process payments unsafely" for Certai...

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, ...

Use this page to add and edit custom Event Display Fields for configuring event display in Primary Display and Extended Display, available as Dynamic ...

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