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Registration Overview
Overview of the Registration area in Account Settings for administrators, detailing Custom Profile Data, Financial Data, Printable Confirmations, and ...
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Assigning User Types
Overview of available user types and how to assign access and permissions in Certain.
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Report History
Displays a history of Changes Reports and reports that contain the full Credit Card Number run on data within the current account.
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Custom Report Header and Footer (Account Settings)
Instructions to add and format a custom header and footer for reports using the HTML Editor in Account Settings.
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Session Catalog Designer
Instructions to set up and customize a Session Catalog using the Session Catalog Designer.
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Reviewer: Add, Edit, or View
Help center article detailing how to add, edit, or view reviewers for speakers and sessions.
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Website FAQ Page
Generic page to place static content on the public side of the Website (appears as entered).
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Event Details Page
Help Center article describing how the Event Details Page uses event-specific Dynamic Data Fields to customize event information.
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Web Site Home
This is a generic Home page where you can place static content to be displayed on the public-side of the Website (it will appear as entered).
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Meeting Requests (Home)
Overview of the Meeting Requests (Home) page in the Certain Help Center, including the meeting requests list, filters, and actions.
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Meeting Requests (Websites)
Help article describing Meeting Requests on websites in the Certain Help Center.
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Assign Roles
Background on how roles and users are managed for events in Certain. Describes how to assign roles to an event and who is available for each role.
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Multi-Page Lists
Explanation of pagination, filtering, and remembered preferences for data-list pages in Certain's Help Center.
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Search For Forms
Instructions for searching for forms across events and accounts in the Certain Help Center, including criteria, operators, and pagination.
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Search For Events
Instructions for searching events across accounts in the Certain Help Center.
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Search
Instructions for using the search feature in the Certain Help Center, including field, operator, value, and account selection, plus how results open.
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Website News Page
Generic page for placing static content to be displayed on the public side of the website.
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Event List (for Reviewers)
Help Center article describing how reviewers access and use the Event List in Certain, including column definitions and actions.
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Supplier Reports
Overview of active Supplier Reports, their page layout, and how to copy reports in the Certain Help Center.
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Check In PDF Guides
Overview of PDF guides for the Certain Check-In system, including configuration and quickstart documents, with printer and device recommendations.
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Check-In: Alert Configuration
Instructions to configure VIP alerts in Certain Check-In, including basic configuration, triggers, organizations, attendee types, attendees, and conta...
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Check-In: Create VIP Alert (wizard)
Step-by-step wizard to add a VIP alert to Certain Check-In by selecting organizations, attendee types, attendees, and alert contacts.
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Digital Events Email Templates
Email template for the hourly email sent to new digital event registrants; editable when the Digital Events module is enabled.
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Scheduled Emails Guide (PDF)
A PDF guide explaining how to schedule emails in Certain.
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Speaker and Session Management User Guide
An illustrated PDF describing how to manage Sessions and Speakers in an event.
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Introduction to Speaker and Session Management (PDF)
A help-center article that introduces a brief PDF overview of the Speaker and Session Management module, with a download link and related navigation.
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Copying a Profiles Report
Instructions for copying a Profiles report in Certain's Help Center, including steps and options.
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Account Information
Help Center article describing account information, required fields, and how to update account details.
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Copying an Account Report (Report Copy Wizard)
Instructions to duplicate an existing Account or System Report using the Report Copy Wizard.
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Registration Statuses (for tags)
Help Center article describing how to apply tags to standard and custom registration statuses.
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Custom Event Data
Overview of Custom Event Data fields, access, usage for internal reporting, and account-level display fields in Certain.
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Privacy Compliance
Help article detailing access and sub-modules for Privacy Compliance in Certain.
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Check-In Settings
Settings to configure branding and behavior for the Certain Check-In app.
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How to create, edit and delete an email template
Step-by-step instructions to create, edit, and delete an email template in an event via Promote > Communication > Email Templates.
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2025 Summer Release #2 (8.3.32)
Release notes for Summer 2025 Release #2 (8.3.32) of the Certain platform.
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2025 Spring Release #6 (8.3.29)
Release notes for 2025 Spring Release #6 (8.3.29) including enhancements and bug fixes.
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2025 Spring Release #4 (8.3.27)
Release notes for the 2025 Spring Release #4 (8.3.27), including fixes for session names, agenda items, and display fields.
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2025 Spring Release #2 (8.3.25)
Release notes for 2025 Spring Release #2 (8.3.25), including admin-side Save and Close button enhancement.
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2025 Winter Release #5 (8.3.23)
Release notes for the 2025 Winter Release #5 (8.3.23) of the Certain platform.
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How to enable Attendee to Attendee Messaging
Instructions to enable Attendee-to-Attendee Messaging in Touchpoint.
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Administrators - PayPal Setup Requirements
Instructions for administrators to configure a PayPal account within Certain.
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General FAQ - Setting Up Users
Overview of user accounts and user types in the Certain platform.
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Reports FAQ - Collecting Multi-Event Data for Consolidation Reports
Information about collecting and managing multi-event data for Consolidation reports in Certain.
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Reports FAQ - All Registrations by Status Report
The standard summary report All Registrations By Status shows the number of complete and incomplete registrations for an event, grouped by their regis...
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Reports FAQ - Completed Registrations by Answer Report
Overview of the Completed Registrations by Answer Report, including how totals are calculated and how to view registrations by clicking numbers.
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Administration Overview
Overview of administration settings for Administrators, including Account, Sub-Accounts, Users, Display, and Account Usage.
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Speaker Portal Page Logic
Instructions for adding display logic to Speaker Portal pages in the Certain Help Center.
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Controling Which Sessions Display on the Session Catalog
Instructions for filtering and displaying sessions in the Session Catalog, including Highlighted, Promoted, and General sessions and default filter op...
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Magazine, Promoted, and General Styles for Speaker and Session Catalogs
Overview of three display styles for session catalogs: Magazine, Promoted, and General; guidance on where to configure and how to highlight sessions.
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Catalog - Designing the Registrant Login Session Experience
Documentation on login options, My Sessions, and session catalog layout for registrant experiences.
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Themes, Best Practices, Misc - Adding JavaScript, Images size for Banner, etc
General tips and best practices for Session Catalog, including themes and branding considerations.
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Session Advisor FAQ's - Session Catalog
FAQ about Session Advisor AI, its workflow, integration, and data privacy within the Session Catalog.
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Advanced Template
Documentation for creating, editing, and managing the Advanced Template in Certain's Help Center.
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Add To Calendar Updates
Upcoming changes to the Add to Calendar feature, integrating AddEvent and modifying display settings at account and event levels.
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Mass Action Report Error
Error message and steps to resolve when a mass action is currently running in another active request.
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Custom Display Fields
Instructions to create and use account-level display fields to configure event displays.
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Deactivating a User From An Account
Instructions for administrators to deactivate a user from a Certain account, including limits and steps to remove a user.
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Using Agenda Items and Logic Rules to Apply Discounts
This article explains how to use agenda items and logic rules to apply discounts to registrations in the Certain platform.
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Removing Access to a Sub-Account
There is no option within Certain Platform to delete Sub-Accounts; you can remove access to a specific Sub-Account for all Users.
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Adding/Removing Full Credit Card Information Access for a User
Instructions to grant or revoke full credit card number access for a user in Certain's account management.
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2025 Fall Release #4 (8.3.40)
Release notes for 2025 Fall Release #4 (8.3.40) describing enhancements and bug fixes.
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2025 Fall Release #2 (8.3.38)
Release notes for 2025 Fall Release #2 (8.3.38) detailing bug fixes across blocks, forms, attendees, payments, and reporting.
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2025 Summer Release #6 (8.3.36)
Release notes for 2025 Summer Release #6 (8.3.36) covering bug fixes across agenda items, assets, badges, display rules, event copy, registrations, pr...
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2025 Summer Release #4 (8.3.34)
Release notes for 2025 Summer Release #4 (8.3.34) detailing bug fixes across agenda grouping, country list, email links, registrations data transfer, ...
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2025 Summer Release #3 (8.3.33.1)
Release notes for 2025 Summer Release #3 (8.3.33.1) in the Certain Help Center.
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2025 Summer Release #1 (8.3.31)
Release notes for 2025 Summer Release #1 (8.3.31), including bug fixes for agenda calendar items, admin tooltips, payment meta data through authorize....
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2025 Spring Release #5 (8.3.28)
Release notes for the 2025 Spring Release #5 (8.3.28), including enhancements, bugs, and SSO improvements.
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Build and Manage an Event - Step 7
Step 7 provides a pre-registration readiness checklist for getting ready to accept registrations for your event.
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Build and Manage an Event - Step 6
Step 6 describes creating marketing elements for an event, including links, websites, and email templates.
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Digital Events - How to Share Webcast/Webinar Details using Email and Session Ca...
Guidance on sharing webcast join details via email templates and linking to the Session Catalog for Digital Events.
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Adding Speakers to Sessions
When adding Speakers to a Session with Instances, an Alert will display to give the option of including that Speaker to associated instances.
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Profiles FAQ - Exporting Profiles
Instructions for exporting profile records from the Report Results window after querying profiles.
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Profiles FAQ - Inviting or Registering Profiles
Instructions for inviting or registering profiles for an event in the Certain Help Center.
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Certain 7.1.4 Release Notes
Release notes for Certain 7.1.4, detailing bug fixes across admin interface, country list, email, forms, groups, reporting, and speaker/session manage...
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Certain 7.1.3 Release Notes
Release notes for the Certain platform version 7.1.3, detailing enhancements and bug fixes released in November 2020.
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Certain 7.1.2 Release Notes
Release notes for Certain 7.1.2, including 7.1.1, released in October 2020.
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Certain 7.0.5 Release Notes
Release notes for Certain 7.0.5 covering enhancements and bug fixes across Badging, API, Events, Sessions, Reporting, and more.
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Certain 7.0.4 Release Notes
Release notes for Certain 7.0.4, detailing enhancements and bug fixes.
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Certain 7.0.1 Release Notes
Release notes detailing enhancements and bug fixes for Certain 7.0.1.
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Certain 7.0 Release Notes
Overview of the Certain 7.0 release notes, including accessibility updates, Digital Events enhancements, and enterprise features.
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Previous Release Notes (Links)
Index of previous release notes for the Certain platform, grouped by major version.
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Labels for Registration Assistance Link
You can customize the message shown to attendees when they click the registration assistance link. HTML tags are supported in the text.
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Event FAQ
FAQs for managing events in the Certain Help Center.
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Getting Started with Certain
Overview of the Getting Started guide for Certain Platform in the Help Center.
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Administering Certain
Overview of account-level settings and administrator capabilities in Certain.
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Digital Events: Overview
Outline for setting up digital events in Certain, including prerequisites, steps, and integrations with Zoom and ON24.
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Global Navigation Icons
Overview of the global navigation bar in Certain, including Support bot, Recent Items, Favorites, and Help and Support options.
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My User Information
Instructions for updating your basic user information and password in the Certain Help Center.
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Copy Event (Wizard)
Instructions for copying an existing event using the Copy Event wizard in the Certain platform.
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Enable Forgot Password
Instructions for enabling the Forgot Password options in the Entry form, including default text values and error messages.
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Setup Dashboard
Overview of the Setup Dashboard in the Certain Help Center for event planning.
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Registration History (Attendee)
Help center article describing how to view and add items to the registration history for an attendee.
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Check-In: Alert Configuration
Guide for configuring VIP alerts in Certain Check-In, including basic configuration, triggers, and contacts.
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Check-In Insights
Real-time dashboards and analytics for check-in data in Certain's Engage platform.
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Kiosk Configuration
Instructions for configuring Kiosk survey questions and custom messages in the Certain Kiosk app.
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Check-In: Profile Configuration
Instructions to configure profile fields shown in the Certain Check-In app, including baseline and additional fields.
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Check-In: Basic Configuration
Documentation for configuring the Check-In basic settings in Certain's Engage platform.
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Check-In: Session Configuration
Instructions to enable and configure session check-ins for the Certain Check-In app, including walk-in permissions and capacity limits.
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Check-In: Question Configuration
Guidance on configuring custom profile and registration questions for the Check-In feature in Certain.
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Printable Confirmations (Account-Level Templates)
Instructions for creating and editing account-level printable confirmation templates in Certain's Help Center.
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Account Invoices
Help article detailing account-level invoice templates and settings for Administrators.
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User Information
Help center article describing how to manage users, profiles, roles, and history in Certain.
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Sub-Accounts
Information about creating and managing sub-accounts in Certain's Help Center.
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Account Settings
Help center article detailing account settings sections for All Users and Administrators, including management areas, roles, reports, and integrations...
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Data Format
Administrator-configurable text reformatting settings for event registration fields.
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Sel? and Web? options
Warning against using Sel? and Web? options for Agenda Item Questions and how these options can remove agenda items from registrations.
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Recurring Classes - What you need to know...
Overview of recurring session behavior in Certain's conference sessions feature, including delayed creation, fees, conflicts, and editing restrictions...
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The Event Marketing Playbook
A practical guide to mobile-driven B2B event marketing, covering pre-, during-, and post-event strategies and tactics.