Platform Updates

Fees & Discounts (Agenda Items) page explains how Fees, discounts, taxes, and surcharges adjust attendee amounts. It also covers promo codes and custo...

Getting Started with Certain explains how to use the Getting Started area in Certain Platform, and lists links for creating events, forms, websites, r...

Event List (from Login) explains how the Certain Platform Event List works after login, including account switching, templates excluded, filters, and ...

Instructions for using Promo Codes in Certain event planning, including Promo Code List, Promo Code Wizard steps, CSV import (Import Discounts, Import...

Email FAQ - Sending Email. Two ways to send email from within the Certain Platform, including steps to email a single registrant or a group of registr...

Guidance for configuring E-commerce accounts in Certain, including supported gateways and PayPal-specific setup details like merchant ID, merchant key...

Promo Codes – Quick Guide explains how to set up Promo Codes for use in an event and how to enable the Registration Groups as Promo Codes sub-module.

Event Promo Code Import Wizard instructions for importing promo codes into an event using a CSV file. Includes steps A: Prepare an Import File and B: ...

Discount Import Wizard instructions for importing discounts into an event from a CSV file. Includes steps, required fields, an import workflow, and ex...

Instructions for creating and editing a profile, including Profile Picture rules, GDPR profile anonymization, and Detailed fields under Contact Inform...

The Event Code is entered at Plan > Event Setup > Details > Event Details. Changing it can break file access and the Certain Platform and Touchpoint i...

System Timestamps explains that certain Certain Platform administration date-time stamps use Pacific Standard Time (PST), while Event Setup > Details ...

Instructions for integrating Session Speakers with Touchpoint in Certain Platform. Sections cover Sessions with Instances and Sessions without Instanc...

Create Discount Code(s) before importing Promo Codes. Prepare CSV files, map import fields, upload files, and review imported promo codes on the Promo...

Administrators can manage Certain Platform profile data at the Account Level, including Custom Questions, re-ordering questions, default profile field...

Certain Platform provides 3 options for changing the “From” email address on the Confirmation Email. Steps include Email “FROM” global setting, changi...

Explains that ACH payment refunds cannot be processed as a refund *Payment Type* in Certain Platform and instructs users to process the ACH refund wit...

Certain 8.0 global search improvements add multiple Filters and add new Registration and Event Results columns, including Event Name and Event Start D...

If an attendee is deleted/removed in Certain Platform, the integration does NOT remove attendee(s) in Touchpoint. Change registration status not tagge...

Updating Speaker records in Touchpoint depends on whether the Speaker record was synced from Certain Platform or added directly in Touchpoint, and it ...

In Certain Platform, add the "Touchpoint: Synced" tag to registration statuses so registrants sync to Touchpoint as attendees.

Certain Platform guidance: avoid special characters in the Name field of Content Blocks and Display Rules, because special characters can cause a serv...

Session Advisor AI FAQ covering what Session Advisor AI is, how it works, uniqueness, who it is designed for, integration into Session Catalogs, recom...

If you are an Administrator User, you can add and deactivate Users from your Certain Account by changing a User status to "Inactive."

Certain Platform has no option to delete Sub-Accounts. The article explains how to remove access to a specific Sub-Account for all Users by unchecking...

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...

The Certain Support Chat Bot provides 24/7 instant answers in the Certain Help Center. Starting April 20, 2026, new support requests must use the bot ...

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

A guide on using AI-powered insights to personalize event marketing, reveal buying signals, improve lead scoring, and turn event attendees into custom...

A blog post exploring how AI-powered event management transforms engagement, intelligence, and strategy while emphasizing security.

CERTAIN EXPRESS is the fast-start edition of the Certain Platform for webinars, field marketing programs, and high-volume smaller events. It uses pre-...

Extended Display settings explain Display options for event forms, websites, and emails, including Images and Attributes, HTML Body and Table Attribut...

Knowledge base and resources for Certain Platform workflows, guides, and API documentation.

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

Certain Support page explains how to access the Certain Support Site and lists the Knowledge Base, Certain Academy, Developer Space, and Contact Us op...

Certain Signal: User Guides lists PDF user guides for configuring and using Certain Signal, and includes Certain Signal for Digital Events integration...

Product Request for a Certain Platform Account. If you need to add, remove, or request features, email help@certain.com.

Touchpoint Stream setup and management guide covering Feature Settings, creating live streams from Agenda and Videos, broadcasting, the Speaker Ready ...

Certain Check-In iOS Quickstart Guide for checking attendees into events and sessions. Includes steps for domain entry, login, event selection, guest ...

Instructions for managing Check-In badge printing quality on Windows devices, including Printing Differences and Positioning steps for Display Setting...

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...

Guide about managing internet connection speeds for the Certain application, including advice to run speed tests, close programs and browser tabs, and...

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