Platform Updates

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...

Event Personalization at Scale is a video on demand about how leading enterprise marketers personalize the registration journey, the agenda, and the f...

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

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...

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.

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

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

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.

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

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

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

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...

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

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

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 ...

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...

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

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...

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...

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...

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

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

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.

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

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

Customer success teams should watch five event signals: time-to-value behavior, real adoption, single-threaded accounts, value proof points, and expan...

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

Apple Development Account Signup Process and Apple Developer Portal Access steps for creating an App Store Connect user, including invite details and ...

Launch Image appears briefly when the app starts and after app re-boot. Upload a custom Launch Image sized 2048x2048 and set Background Color around L...

Get support-center articles for getting around Greet, including Getting Started with Greet, Configure Registration Tags and Questions, Configuration a...

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

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 ...

Introducing Greet: the check-in and badge intelligence layer that works with anything. It captures scan signals, delivers to Salesforce, HubSpot, Mark...

Instructions to add Live Poll Results via the Web Viewer add-in to a PowerPoint presentation, including installing the add-in, obtaining the Projectio...