Platform Help and Settings

Overview of the Registration area in Account Settings for administrators, detailing Custom Profile Data, Financial Data, Printable Confirmations, and ...

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

Displays a history of Changes Reports and reports that contain the full Credit Card Number run on data within the current account.

Instructions to add and format a custom header and footer for reports using the HTML Editor in Account Settings.

Instructions to set up and customize a Session Catalog using the Session Catalog Designer.

Help center article detailing how to add, edit, or view reviewers for speakers and sessions.

Generic page to place static content on the public side of the Website (appears as entered).

Help Center article describing how the Event Details Page uses event-specific Dynamic Data Fields to customize event information.

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).

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

Help article describing Meeting Requests on websites in the Certain Help Center.

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.

Explanation of pagination, filtering, and remembered preferences for data-list pages in Certain's Help Center.

Instructions for searching for forms across events and accounts in the Certain Help Center, including criteria, operators, and pagination.

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

Instructions for using the search feature in the Certain Help Center, including field, operator, value, and account selection, plus how results open.

Generic page for placing static content to be displayed on the public side of the website.

Help Center article describing how reviewers access and use the Event List in Certain, including column definitions and actions.

Overview of active Supplier Reports, their page layout, and how to copy reports in the Certain Help Center.

Overview of PDF guides for the Certain Check-In system, including configuration and quickstart documents, with printer and device recommendations.

Instructions to configure VIP alerts in Certain Check-In, including basic configuration, triggers, organizations, attendee types, attendees, and conta...

Step-by-step wizard to add a VIP alert to Certain Check-In by selecting organizations, attendee types, attendees, and alert contacts.

Email template for the hourly email sent to new digital event registrants; editable when the Digital Events module is enabled.

A PDF guide explaining how to schedule emails in Certain.

An illustrated PDF describing how to manage Sessions and Speakers in an event.

A help-center article that introduces a brief PDF overview of the Speaker and Session Management module, with a download link and related navigation.

Instructions for copying a Profiles report in Certain's Help Center, including steps and options.

Help Center article describing account information, required fields, and how to update account details.

Instructions to duplicate an existing Account or System Report using the Report Copy Wizard.

Help Center article describing how to apply tags to standard and custom registration statuses.

Overview of Custom Event Data fields, access, usage for internal reporting, and account-level display fields in Certain.

Help article detailing access and sub-modules for Privacy Compliance in Certain.

Settings to configure branding and behavior for the Certain Check-In app.

Step-by-step instructions to create, edit, and delete an email template in an event via Promote > Communication > Email Templates.

Release notes for Summer 2025 Release #2 (8.3.32) of the Certain platform.

Release notes for 2025 Spring Release #6 (8.3.29) including enhancements and bug fixes.

Release notes for the 2025 Spring Release #4 (8.3.27), including fixes for session names, agenda items, and display fields.

Release notes for 2025 Spring Release #2 (8.3.25), including admin-side Save and Close button enhancement.

Release notes for the 2025 Winter Release #5 (8.3.23) of the Certain platform.

Instructions to enable Attendee-to-Attendee Messaging in Touchpoint.

Instructions for administrators to configure a PayPal account within Certain.

Overview of user accounts and user types in the Certain platform.

Information about collecting and managing multi-event data for Consolidation reports in Certain.

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

Overview of the Completed Registrations by Answer Report, including how totals are calculated and how to view registrations by clicking numbers.

Overview of administration settings for Administrators, including Account, Sub-Accounts, Users, Display, and Account Usage.

Instructions for adding display logic to Speaker Portal pages in the Certain Help Center.

Instructions for filtering and displaying sessions in the Session Catalog, including Highlighted, Promoted, and General sessions and default filter op...

Overview of three display styles for session catalogs: Magazine, Promoted, and General; guidance on where to configure and how to highlight sessions.

Documentation on login options, My Sessions, and session catalog layout for registrant experiences.

General tips and best practices for Session Catalog, including themes and branding considerations.

FAQ about Session Advisor AI, its workflow, integration, and data privacy within the Session Catalog.

Documentation for creating, editing, and managing the Advanced Template in Certain's Help Center.

Upcoming changes to the Add to Calendar feature, integrating AddEvent and modifying display settings at account and event levels.

Error message and steps to resolve when a mass action is currently running in another active request.

Instructions to create and use account-level display fields to configure event displays.

Instructions for administrators to deactivate a user from a Certain account, including limits and steps to remove a user.

This article explains how to use agenda items and logic rules to apply discounts to registrations in the Certain platform.

There is no option within Certain Platform to delete Sub-Accounts; you can remove access to a specific Sub-Account for all Users.

Instructions to grant or revoke full credit card number access for a user in Certain's account management.

Release notes for 2025 Fall Release #4 (8.3.40) describing enhancements and bug fixes.

Release notes for 2025 Fall Release #2 (8.3.38) detailing bug fixes across blocks, forms, attendees, payments, and reporting.

Release notes for 2025 Summer Release #6 (8.3.36) covering bug fixes across agenda items, assets, badges, display rules, event copy, registrations, pr...

Release notes for 2025 Summer Release #4 (8.3.34) detailing bug fixes across agenda grouping, country list, email links, registrations data transfer, ...

Release notes for 2025 Summer Release #3 (8.3.33.1) in the Certain Help Center.

Release notes for 2025 Summer Release #1 (8.3.31), including bug fixes for agenda calendar items, admin tooltips, payment meta data through authorize....

Release notes for the 2025 Spring Release #5 (8.3.28), including enhancements, bugs, and SSO improvements.

Step 7 provides a pre-registration readiness checklist for getting ready to accept registrations for your event.

Step 6 describes creating marketing elements for an event, including links, websites, and email templates.

Guidance on sharing webcast join details via email templates and linking to the Session Catalog for Digital Events.

When adding Speakers to a Session with Instances, an Alert will display to give the option of including that Speaker to associated instances.

Instructions for exporting profile records from the Report Results window after querying profiles.

Instructions for inviting or registering profiles for an event in the Certain Help Center.

Release notes for Certain 7.1.4, detailing bug fixes across admin interface, country list, email, forms, groups, reporting, and speaker/session manage...

Release notes for the Certain platform version 7.1.3, detailing enhancements and bug fixes released in November 2020.

Release notes for Certain 7.1.2, including 7.1.1, released in October 2020.

Release notes for Certain 7.0.5 covering enhancements and bug fixes across Badging, API, Events, Sessions, Reporting, and more.

Release notes for Certain 7.0.4, detailing enhancements and bug fixes.

Release notes detailing enhancements and bug fixes for Certain 7.0.1.

Overview of the Certain 7.0 release notes, including accessibility updates, Digital Events enhancements, and enterprise features.

Index of previous release notes for the Certain platform, grouped by major version.

You can customize the message shown to attendees when they click the registration assistance link. HTML tags are supported in the text.

FAQs for managing events in the Certain Help Center.

Overview of the Getting Started guide for Certain Platform in the Help Center.

Overview of account-level settings and administrator capabilities in Certain.

Outline for setting up digital events in Certain, including prerequisites, steps, and integrations with Zoom and ON24.

Overview of the global navigation bar in Certain, including Support bot, Recent Items, Favorites, and Help and Support options.

Instructions for updating your basic user information and password in the Certain Help Center.

Instructions for copying an existing event using the Copy Event wizard in the Certain platform.

Instructions for enabling the Forgot Password options in the Entry form, including default text values and error messages.

Overview of the Setup Dashboard in the Certain Help Center for event planning.

Help center article describing how to view and add items to the registration history for an attendee.

Guide for configuring VIP alerts in Certain Check-In, including basic configuration, triggers, and contacts.

Real-time dashboards and analytics for check-in data in Certain's Engage platform.

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

Instructions to configure profile fields shown in the Certain Check-In app, including baseline and additional fields.

Documentation for configuring the Check-In basic settings in Certain's Engage platform.

Instructions to enable and configure session check-ins for the Certain Check-In app, including walk-in permissions and capacity limits.

Guidance on configuring custom profile and registration questions for the Check-In feature in Certain.

Instructions for creating and editing account-level printable confirmation templates in Certain's Help Center.

Help article detailing account-level invoice templates and settings for Administrators.

Help center article describing how to manage users, profiles, roles, and history in Certain.

Information about creating and managing sub-accounts in Certain's Help Center.

Help center article detailing account settings sections for All Users and Administrators, including management areas, roles, reports, and integrations...

Administrator-configurable text reformatting settings for event registration fields.

Warning against using Sel? and Web? options for Agenda Item Questions and how these options can remove agenda items from registrations.

Overview of recurring session behavior in Certain's conference sessions feature, including delayed creation, fees, conflicts, and editing restrictions...

A practical guide to mobile-driven B2B event marketing, covering pre-, during-, and post-event strategies and tactics.