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Fees & Discounts (Agenda Items)
Fees & Discounts (Agenda Items) page explains how Fees, discounts, taxes, and surcharges adjust attendee amounts. It also covers promo codes and custo...
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Getting Started with Certain
Getting Started with Certain explains how to use the Getting Started area in Certain Platform, and lists links for creating events, forms, websites, r...
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Event List (from Login)
Event List (from Login) explains how the Certain Platform Event List works after login, including account switching, templates excluded, filters, and ...
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Promo Codes
Instructions for using Promo Codes in Certain event planning, including Promo Code List, Promo Code Wizard steps, CSV import (Import Discounts, Import...
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Email FAQ - Sending Email
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...
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E-commerce FAQ - Configuring E-commerce Accounts
Guidance for configuring E-commerce accounts in Certain, including supported gateways and PayPal-specific setup details like merchant ID, merchant key...
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Promo Codes – Quick Guide
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.
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Event Promo Code Import Wizard
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: ...
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Discount Import Wizard
Discount Import Wizard instructions for importing discounts into an event from a CSV file. Includes steps, required fields, an import workflow, and ex...
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Create a New Profile, or Edit a Profile
Instructions for creating and editing a profile, including Profile Picture rules, GDPR profile anonymization, and Detailed fields under Contact Inform...
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The Consequences of Changing Your Event Code
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...
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System Timestamps
System Timestamps explains that certain Certain Platform administration date-time stamps use Pacific Standard Time (PST), while Event Setup > Details ...
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Session Speaker Integration - Touchpoint
Instructions for integrating Session Speakers with Touchpoint in Certain Platform. Sections cover Sessions with Instances and Sessions without Instanc...
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Importing Promo Codes
Create Discount Code(s) before importing Promo Codes. Prepare CSV files, map import fields, upload files, and review imported promo codes on the Promo...
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Administrators - Account-Level Custom Profile Data
Administrators can manage Certain Platform profile data at the Account Level, including Custom Questions, re-ordering questions, default profile field...
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Changing Contact Information on the Event Registration Confirmation Email
Certain Platform provides 3 options for changing the “From” email address on the Confirmation Email. Steps include Email “FROM” global setting, changi...
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ACH Refunds
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...
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Global Search improvements in Certain 8.0
Certain 8.0 global search improvements add multiple Filters and add new Registration and Event Results columns, including Event Name and Event Start D...
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Removing Attendees from Certain Platform when the Event has a Touchpoint Integra...
If an attendee is deleted/removed in Certain Platform, the integration does NOT remove attendee(s) in Touchpoint. Change registration status not tagge...
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Updating Speaker Information in Touchpoint
Updating Speaker records in Touchpoint depends on whether the Speaker record was synced from Certain Platform or added directly in Touchpoint, and it ...
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Syncing Registrants to Touchpoint from Platform
In Certain Platform, add the "Touchpoint: Synced" tag to registration statuses so registrants sync to Touchpoint as attendees.
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Special Characters on Content Block and Display Rules
Certain Platform guidance: avoid special characters in the Name field of Content Blocks and Display Rules, because special characters can cause a serv...
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Session Advisor FAQ's - Session Catalog
Session Advisor AI FAQ covering what Session Advisor AI is, how it works, uniqueness, who it is designed for, integration into Session Catalogs, recom...
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Deactivating a User From An Account
If you are an Administrator User, you can add and deactivate Users from your Certain Account by changing a User status to "Inactive."
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Removing Access to a Sub-Account
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...
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Rockwell Automation Centralizes 200 Global Conferences with Certain
Rockwell Automation Centralizes 200 Global Conferences with Certain. Customer story describing the challenge of fragmented events, the solution using ...
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National Instruments Achieves Significant Cost Savings and Accelerates Lead Gene...
National Instruments customer story about Certain Platform and Certain Signal for standardized event execution and lead-to-sales engagement across glo...
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How Grand Connection Scaled Events with Certain's Smart Event Tech
Customer story about how Grand Connection scaled events with Certain Smart Event Tech, using Certain Platform and Touchpoint, to automate attendee man...
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Certain Support AI Chat Bot
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 ...
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Supported Encryption Cipher Suite Changes
Supported Encryption Cipher Suite Changes notice from Certain. It states that on June 30, 2022 Certain will strengthen encryption techniques for Certa...
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How to Turn Your Audiences Into Customers Using AI
A guide on using AI-powered insights to personalize event marketing, reveal buying signals, improve lead scoring, and turn event attendees into custom...
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The Future of Events Is AI-Powered — Are You Ready?
A blog post exploring how AI-powered event management transforms engagement, intelligence, and strategy while emphasizing security.
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CERTAIN EXPRESS
CERTAIN EXPRESS is the fast-start edition of the Certain Platform for webinars, field marketing programs, and high-volume smaller events. It uses pre-...
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Extended Display
Extended Display settings explain Display options for event forms, websites, and emails, including Images and Attributes, HTML Body and Table Attribut...
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Support Center
Knowledge base and resources for Certain Platform workflows, guides, and API documentation.
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Website FAQ Page
Website FAQ Page describes how a “generic” page can display static content on the public-side of the Website.
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Certain Support
Certain Support page explains how to access the Certain Support Site and lists the Knowledge Base, Certain Academy, Developer Space, and Contact Us op...
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Certain Signal: User Guides
Certain Signal: User Guides lists PDF user guides for configuring and using Certain Signal, and includes Certain Signal for Digital Events integration...
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Product Request
Product Request for a Certain Platform Account. If you need to add, remove, or request features, email help@certain.com.
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Touchpoint Stream
Touchpoint Stream setup and management guide covering Feature Settings, creating live streams from Agenda and Videos, broadcasting, the Speaker Ready ...
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Certain Check-In iOS Quickstart Guide
Certain Check-In iOS Quickstart Guide for checking attendees into events and sessions. Includes steps for domain entry, login, event selection, guest ...
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Managing Check-In Badge Printing Quality on Windows Devices
Instructions for managing Check-In badge printing quality on Windows devices, including Printing Differences and Positioning steps for Display Setting...
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Certain Badge Printers
Guidance for selecting on-site badge printers for iOS, Android, and Network Issues, including AirPrint-certified printers and WiFi AP Isolation settin...
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Printing Badges on Avery Templates Not Available in the Certain Badge Layout Edi...
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...
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Managing Internet Connection Speeds
Guide about managing internet connection speeds for the Certain application, including advice to run speed tests, close programs and browser tabs, and...
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Certain Check-In Hardware Guide
Devices and Printer Recommendations for using Certain Check-In, including AirPrint certified printers for Apple iOS, USB printing for Windows 10/11, a...