Platform Updates

Rockwell Automation runs more than 200 global events a year in nine languages. Certain replaced fragmented, regional tools with a single global platfo...

National Instruments hosts thousands of in-person events a year. With Certain, standardized event execution and accelerated lead-to-sales engagement a...

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

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

AI-powered event intelligence drives buyer acceleration by analyzing engagement data and delivering personalized experiences across in-person and virt...

Certain Express is the fast-start edition of the Certain Platform, built for webinars, field marketing programs, and high-volume smaller events. Run s...

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

Certain Signal Connector: Webhooks Integration Guide for integrating Certain Platform events with target third-party applications using Webhooks.

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...

Learn how Certain profile data is stored at the account level and how administrators use custom questions plus default profile fields, default import ...

Getting Started with Certain Platform® provides end-to-end capabilities for global events and links to Getting Started topics such as functional areas...

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

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...

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

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 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...

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

Guide for scheduling emails in Certain Platform using Promote > Communication > Email Templates, including Enabling Scheduled Emails, Schedule Setting...

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.

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

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 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...

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

This guide provides an overview of Greet and its integration with Certain platform for event check-in, badge printing, and attendee management.

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: ...

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...

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

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

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

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

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

Certain Product Support Services Level Agreement (SLA) for Certain’s SaaS Application, including support levels, severity classifications, response ti...

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...

Report Filters enable you to restrict the amount of data returned in a report. The page documents Date Filters, Standard Filters, Drill-Down Filters, ...

Learn how to use the Columns page for an account report, including selecting and re-ordering data columns, setting Sort Order, and customizing report ...

This Report History page displays history of Changes Reports and reports containing the full Credit Card Number run on data within the current account...

This Report Setup page under Profiles is used to create new custom reports and modify existing user-defined reports that report on Profile data.

GatherNow App Publishing explains publishing mobile event experiences in the GatherNow app, listing benefits of GatherNow Deployment and steps for pub...

Instructions for accessing the Certain Support Site. The page lists Knowledge Base, Certain Academy, Developer Space, and Contact Us options for suppo...

Mass Action Report Error help page. Includes the error message “The mass action is currently being run in another active request”, the cause, and the ...