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Adding percentage based discounts to your Event
Guide to applying percentage discounts to event registrations via promo codes or logic-based rules.
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Event Setup: Contact
This article explains the Registration Contact in the Certain platform, including who qualifies, how to create or edit a Registration Contact, where c...
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Event Setup: Attendee Types
Overview of Attendee Types and how to set them up in the Certain platform.
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Event Setup: Suppliers
Instructions to enter and manage Suppliers associated with an Event in the SMM Module within the Certain platform, including adding suppliers and savi...
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Configuring Your Event's Payment Options
This article explains how to configure online and offline payment options for an event in the Certain platform, including selecting a processing accou...
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Email FAQ - Sending Email
There are two ways to send email from within the Certain Platform: to a single registrant or to a group of registrants.
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General FAQ - Managing Profiles
Overview of managing profiles and registrations in the Certain platform, including custom profile data, profile management, email messaging, and onlin...
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Session Catalog Designer
Instructions for configuring the Session Catalog Designer within Certain Platform, including creating catalogs, editing layouts, design elements, and ...
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Promo Codes – Quick Guide
A guide describing how to set up Promo Codes for events in the Certain platform, including enabling the Registration Groups as Promo Codes sub-module ...
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Event Promo Code Import Wizard
Instructions to import promo codes into an event via a CSV file using the Event Promo Code Import Wizard.
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Discount Import Wizard
Guidance to import discounts into an event from a CSV file using the Discount Import Wizard, including preparing a CSV, mapping fields, and importing.
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Removing Attendees from Certain Platform when the Event has a Touchpoint Integra...
Steps to remove attendees from Certain Platform for events integrated with Touchpoint. Changing registration status triggers removal in Touchpoint by ...
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Updating Speaker Information in Touchpoint
Special guidance on updating speaker records in Touchpoint when connected to Certain Platform; includes steps for records synced from Certain Platform...
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Passing Field Information to a Form Via the URL
Guidance for passing data to a Certain form via URL using GET and POST methods, including security considerations and examples.
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Session Speaker Integration - Touchpoint
Guidance on attaching speakers to sessions and session instances for Touchpoint visibility.
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Importing Promo Codes
Instructions for importing promo codes in the Certain platform. Create discount codes first, then import promo codes via CSV with attendee types and r...
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ACH Refunds
ACH refunds cannot be processed through Certain Platform. Refunds must be processed by your payment processor, after which you should add a refund to ...
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Sending Confirmation Emails When Allowing Partial Payments on a Form
Instructions for sending confirmation emails to registrants with partial payments, including creating a Partial Payment Confirmation Email template an...
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Certain Support AI Chat Bot
The Certain Support Chat Bot gives you instant answers to questions about the Certain platform — available 24/7 right from your Help Center. Starting ...
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Changing Contact Information on the Event Registration Confirmation Email
Three options to change the From email address on the Event Registration Confirmation Email in Certain Platform.
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Certain 7.1.5 Release Notes
Release notes detailing enhancements and bug fixes for the Certain 7.1.5 release across APIs and UI components.
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Certain 7.1.4 Release Notes
Release notes for Certain 7.1.4 covering bug fixes across Admin Interface, Country List, Email, Forms, Groups, Reporting, and Session Management.
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Certain 7.1.3 Release Notes
Release notes for Certain 7.1.3 detailing enhancements and bug fixes.
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Certain 7.1.2 Release Notes
Release notes for Certain platform version 7.1.2, including enhancements and bug fixes.
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Certain 7.0.7 Release Notes
Release notes for Certain 7.0.7 covering bug fixes across admin interface, API, forms, invoices, and 508 compliance.
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Certain 7.0.6 Release Notes
Release notes for the Certain platform version 7.0.6, including enhancements and bug fixes.
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Certain 7.0.4 Release Notes
Release notes for Certain 7.0.4 including enhancements and bug fixes.
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Certain 7.0.3 Release Notes
Release notes detailing enhancements and bug fixes for Certain 7.0.3.
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Certain 7.0.2 Release Notes
Release notes for Certain 7.0.2 covering enhancements and bug fixes across Digital Events, Dynamic Data Fields, session management, and related featur...
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Certain 7.0.1 Release Notes
Release notes for Certain 7.0.1 including enhancements and bug fixes.
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Certain 7.0 Release Notes
Release notes for Certain 7.0 including accessibility, digital events, speaker management, signals, and content display enhancements.
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Previous Release Notes (Links)
A help center page listing links to prior Certain release notes.
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Getting Started with Certain
Overview of Certain Platform and getting started topics for event automation.
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Event List
Guide to using the Event List in Certain Platform, including navigation, filters, columns, and actions such as add, export, and copy.
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Promo Codes
Guide to creating, importing, and reporting promo codes for events in the Certain Help Center.
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Promo Codes (Attendee Form)
Promo Codes (Attendee Form) explains prerequisites, where to configure promo codes (Plan > Promo Codes), and how to place the Promo Codes section in t...
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Promo Code with $0.00 fee/discount
Instructions to create a promo code with a $0.00 fee/discount in the Certain platform.
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Form Setup (Attendee/Registration Form)
Documentation on configuring attendee registration forms, their sections, and advanced settings in Certain.
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Attendee Types
This page lists the attendee types defined in the event and explains how they are managed within the event platform.
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Add or Edit a Conference Session in Speaker and Session Management
Guidance on adding or editing conference sessions within the Speaker and Session Management module of the Certain platform.
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Copying a Supplier Report
Instructions for copying a supplier report using the Report Copy Wizard in the Certain platform.
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Cookies in Certain Guide
Guide to essential and non-essential cookies in the Certain platform, including identifying cookies across major browsers.
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API Fetch walkthrough
Step-by-step guide to configuring API Fetch for Eloqua data in Certain Platform.
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Account History
Overview of account history retention, scope, fields, and download options for administrative users.
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'Send Email' for accepted registrations
Guide explaining how to configure the Send Email action for accepted registrations and when to use an email template.
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Promo Codes Guide
Guide to using the Registration Groups as Promo Codes module in Certain, including the Promo Code Wizard, discounts, availability, imports, reports, f...
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Drive a Higher ROI from Every Event
Event automation software for marketing executives enables ROI from events by capturing attendee data, delivering personalized content, and providing ...
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Your CEO Asks
When you're investing a significant portion of your marketing budget in events and your CEO asks, 'What are the results?', do you have the resources a...
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Turning Event Data into Gold – 7 Ways to Measure the Business Impact of Your Eve...
Attendee Management & Certain show you how to transform your event data into meaningful insights.
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The Event Marketer’s Guide to Generative AI Prompts
Infographic and resources for event marketers on using generative AI prompts to drive registrations, personalize engagement, and deliver ROI.
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Setting Up Your Sales Meetings for Success
Infographic: Setting Up Your Sales Meetings for Success. Booking face-to-face sales meetings during events is crucial for driving pipeline, so set you...
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Power Templates
Power Templates enable event templates to streamline and standardize event creation on Certain's platform.
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How Marketing Events are Changing
Infographic describing how marketing events are changing, from a narrow focus to being strategic across the customer journey.
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How Grand Connections Scaled Events with Certain
Video on demand detailing how Grand Connections scaled events with Certain's platform.
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From Signals to Sales: Activating Intent Data from Events
Webinar transcript page on activating intent data from events and showcasing Certain's event management solutions.
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Event Data Strategy Best Practices
Infographic detailing best practices to ensure that your event data strategy supports engagement and delivers measurable outcomes.
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Event Automation for Data-Driven Marketers & Event Professionals
Infographic about Certain's event management technology and its components, including Touchpoint and Event Intelligence.
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Driving Event Value in 2026
The 2026 State of Events Value Survey reveals event professionals striving to balance the art of experience with the science of data. The results pain...
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End Networking Roulette: Let Next Gen AI Do the Matching
Video on Demand content featuring the End Networking Roulette: Let Next Gen AI Do the Matching demonstration and related event management technology s...
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4 Steps to Better Understand Your Audience
Infographic explaining four steps to understand your audience by capturing engagement data, identifying which data matters, and using technology to in...
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2024 AI Trends for Event Management
A guide explaining how Artificial Intelligence (AI) is transforming the event industry and outlining AI trends for 2024 and beyond.
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2025 AI Trends for Event Management
In this eBook, we delve into how Artificial Intelligence (AI) is transforming the event industry and explore the latest AI trends poised to revolution...
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Demandbase | Partner
Demandbase is a powerful targeting and personalization platform that identifies target accounts, attracts them to your website, engages them with rele...
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Who Uses Event Automation Software?
FAQ explaining who uses event automation software, including the Marketing Team, the Events Team, and corporate event management companies.
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What is the Proper Way to Track Event Attendees and Participants?
FAQ explaining how event participants can be tracked across spreadsheets, marketing automation, CRM, and Certain Platform.
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From Attendee to Buyer: Deliver Experiences That Drive Growth
Overview of how Certain's Attendee Experience enables personalized journeys, AI-driven insights, and a connected lifecycle to convert attendees into b...
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Improving Efficiency & Lead Quality
Rockwell Automation adopted Certain Platform and Touchpoint to centralize event management, improving efficiency, lead quality, and global scale for i...
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National Instruments Achieves Significant Cost Savings and Accelerates Lead Gene...
National Instruments accelerates lead generation and reduces support processing time by integrating Certain Platform into its event program.
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What Is Data-Driven Marketing and How Does It Improve Your Event ROI?
Explains data-driven marketing, its impact on event ROI, and steps to implement for events, including targeted emails, personalization, scheduling, an...
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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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Maximizing Event Success with Signal-Based Solutions: A Catalyst for Marketers t...
Overview of signal-based strategies to drive pipeline and revenue by leveraging event buying signals, Martech integrations, and AI-powered personaliza...
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Mastering B2B Event Strategy: Harnessing AI, Intelligence, and Insights for Succ...
Mastering B2B event strategy using data orchestration, AI, and event intelligence to optimize attendee engagement and ROI.
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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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Event Strategies to Accelerate the Buyer Journey
AI-powered event intelligence drives buyer acceleration by analyzing engagement data and delivering personalized experiences across in-person and virt...
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Creating High-Impact Attendee Experiences with AI
Blog post about AI-powered personalization and Session Advisor AI to drive attendee engagement and revenue.
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Support Center
Knowledge base and resources for Certain Platform workflows, guides, and API documentation.
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What to Look for in AI-powered Event Technology
Overview of criteria for selecting AI-powered event technology, including transparency, prediction, ROI, conversion, real-time optimization, and ethic...
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Product Request
Instructions to add, remove, or request features for your Platform Account via email help@certain.com.
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Certain Signal: User Guides
PDF user guides explaining how to configure and use Certain Signal to integrate with third-party applications such as Marketo, Eloqua, Salesforce, Web...