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Report History
Displays a history of Changes Reports and reports that contain the full Credit Card Number run on data within the current account.
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Reviewer: Add, Edit, or View
Help center article detailing how to add, edit, or view reviewers for speakers and sessions.
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Website FAQ Page
Generic page to place static content on the public side of the Website (appears as entered).
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Event Details Page
Help Center article describing how the Event Details Page uses event-specific Dynamic Data Fields to customize event information.
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Web Site Home
This is a generic Home page where you can place static content to be displayed on the public-side of the Website (it will appear as entered).
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Specify Report Display Options (Events)
Options to configure report display and print settings for event reports in Certain.
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Meeting Requests (Home)
Overview of the Meeting Requests (Home) page in the Certain Help Center, including the meeting requests list, filters, and actions.
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Meeting Requests (Websites)
Help article describing Meeting Requests on websites in the Certain Help Center.
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Multi-Page Lists
Explanation of pagination, filtering, and remembered preferences for data-list pages in Certain's Help Center.
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System information
Instructions to display technical information about the current release of Certain.
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Search For Forms
Instructions for searching for forms across events and accounts in the Certain Help Center, including criteria, operators, and pagination.
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Search For Events
Instructions for searching events across accounts in the Certain Help Center.
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Search
Instructions for using the search feature in the Certain Help Center, including field, operator, value, and account selection, plus how results open.
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Website News Page
Generic page for placing static content to be displayed on the public side of the website.
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Event List (for Reviewers)
Help Center article describing how reviewers access and use the Event List in Certain, including column definitions and actions.
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Supplier Reports
Overview of active Supplier Reports, their page layout, and how to copy reports in the Certain Help Center.
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Scheduled Emails Guide (PDF)
A PDF guide explaining how to schedule emails in Certain.
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Speaker and Session Management User Guide
An illustrated PDF describing how to manage Sessions and Speakers in an event.
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Introduction to Speaker and Session Management (PDF)
A help-center article that introduces a brief PDF overview of the Speaker and Session Management module, with a download link and related navigation.
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Copying a Profiles Report
Instructions for copying a Profiles report in Certain's Help Center, including steps and options.
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Account Information
Help Center article describing account information, required fields, and how to update account details.
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Privacy Compliance
Help article detailing access and sub-modules for Privacy Compliance in Certain.
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Check-In Settings
Settings to configure branding and behavior for the Certain Check-In app.
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Account History
Account history records for the current account over 90 days with 1-year retention and CSV export.
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Promo Code with $0.00 fee/discount
Instructions to create a promo code with zero fee/discount in the Certain platform.
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How to create, edit and delete an email template
Step-by-step instructions to create, edit, and delete an email template in an event via Promote > Communication > Email Templates.
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2025 Summer Release #2 (8.3.32)
Release notes for Summer 2025 Release #2 (8.3.32) of the Certain platform.
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2025 Spring Release #6 (8.3.29)
Release notes for 2025 Spring Release #6 (8.3.29) including enhancements and bug fixes.
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2025 Spring Release #4 (8.3.27)
Release notes for the 2025 Spring Release #4 (8.3.27), including fixes for session names, agenda items, and display fields.
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2025 Spring Release #2 (8.3.25)
Release notes for 2025 Spring Release #2 (8.3.25), including admin-side Save and Close button enhancement.
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2025 Winter Release #5 (8.3.23)
Release notes for the 2025 Winter Release #5 (8.3.23) of the Certain platform.
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How to enable Attendee to Attendee Messaging
Instructions to enable Attendee-to-Attendee Messaging in Touchpoint.
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Reports FAQ - All Registrations by Status Report
The standard summary report All Registrations By Status shows the number of complete and incomplete registrations for an event, grouped by their regis...
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Reports FAQ - Completed Registrations by Answer Report
Overview of the Completed Registrations by Answer Report, including how totals are calculated and how to view registrations by clicking numbers.
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Administration Overview
Overview of administration settings for Administrators, including Account, Sub-Accounts, Users, Display, and Account Usage.
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Removing Attendees from Certain Platform when the Event has a Touchpoint Integra...
Steps to remove attendees from Certain Platform when an event uses a Touchpoint integration.
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Updating Speaker Information in Touchpoint
Guidance on updating speaker records in Touchpoint when integrated with Certain Platform and when not synced, including bulk upload steps.
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Session Speaker Integration - Touchpoint
Guidance on attaching speakers to sessions and session instances for Touchpoint visibility.
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Speaker Portal Page Logic
Instructions for adding display logic to Speaker Portal pages in the Certain Help Center.
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New Report Updates in 8.0
Overview of improvements to the Event Reports area in Certain 8.0, including report list improvements, data field grouping, and advanced options.
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Mass Action Report Error
Error message and steps to resolve when a mass action is currently running in another active request.
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ACH Refunds
ACH refunds cannot be processed through Certain Platform; refunds must be processed with the payment processor and then recorded in the system.
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Deactivating a User From An Account
Instructions for administrators to deactivate a user from a Certain account, including limits and steps to remove a user.
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Using Agenda Items and Logic Rules to Apply Discounts
This article explains how to use agenda items and logic rules to apply discounts to registrations in the Certain platform.
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2025 Fall Release #4 (8.3.40)
Release notes for 2025 Fall Release #4 (8.3.40) describing enhancements and bug fixes.
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2025 Fall Release #2 (8.3.38)
Release notes for 2025 Fall Release #2 (8.3.38) detailing bug fixes across blocks, forms, attendees, payments, and reporting.
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2025 Fall Release #1 (8.3.37)
Release notes for the 2025 Fall Release #1 (8.3.37), detailing bug fixes for Agenda Display Options, Registration, and Session Import.
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2025 Summer Release #6 (8.3.36)
Release notes for 2025 Summer Release #6 (8.3.36) covering bug fixes across agenda items, assets, badges, display rules, event copy, registrations, pr...
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2025 Summer Release #5 (8.3.35)
Release notes for 2025 Summer Release #5 (8.3.35), including bug fixes for Forms Inline Additional Registrations, Speaker Email Templates, and Reviewe...
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2025 Summer Release #4 (8.3.34)
Release notes for 2025 Summer Release #4 (8.3.34) detailing bug fixes across agenda grouping, country list, email links, registrations data transfer, ...
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2025 Summer Release #3 (8.3.33.1)
Release notes for 2025 Summer Release #3 (8.3.33.1) in the Certain Help Center.
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2025 Summer Release #1 (8.3.31)
Release notes for 2025 Summer Release #1 (8.3.31), including bug fixes for agenda calendar items, admin tooltips, payment meta data through authorize....
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2025 Spring Release #5 (8.3.28)
Release notes for the 2025 Spring Release #5 (8.3.28), including enhancements, bugs, and SSO improvements.
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Build and Manage an Event - Step 7
Step 7 provides a pre-registration readiness checklist for getting ready to accept registrations for your event.
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Build and Manage an Event - Step 6
Step 6 describes creating marketing elements for an event, including links, websites, and email templates.
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Supported Encryption Cipher Suite Changes
Details about cipher suite changes for Certain Platform, API, Signal, and SSO, effective June 30, 2022.
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How to add an Event
Instructions for creating a new event in the Certain platform, including login, template options, required event fields, and saving.
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Customizing Emails Based on Different Registrant Factors/Values
Guidelines to customize email content for different registrant answers using content blocks and display rules in Certain's event setup.
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Profiles FAQ - Exporting Profiles
Instructions for exporting profile records from the Report Results window after querying profiles.
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Profiles FAQ - Inviting or Registering Profiles
Instructions for inviting or registering profiles for an event in the Certain Help Center.
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Certain 7.1.5 Release Notes
Release notes for Certain 7.1.5 detailing enhancements and bug fixes across 2.0 API, accessibility, admin interface, display, forms, roles, speaker an...
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Certain 7.1.4 Release Notes
Release notes for Certain 7.1.4, detailing bug fixes across admin interface, country list, email, forms, groups, reporting, and speaker/session manage...
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Certain 7.1.3 Release Notes
Release notes for the Certain platform version 7.1.3, detailing enhancements and bug fixes released in November 2020.
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Certain 7.1.2 Release Notes
Release notes for Certain 7.1.2, including 7.1.1, released in October 2020.
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Certain 7.0.7 Release Notes
Release notes for Certain 7.0.7 detailing bug fixes across multiple components.
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Certain 7.0.5 Release Notes
Release notes for Certain 7.0.5 covering enhancements and bug fixes across Badging, API, Events, Sessions, Reporting, and more.
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Certain 7.0.6 Release Notes
Release notes for Certain platform version 7.0.6 detailing enhancements and bug fixes.
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Certain 7.0.4 Release Notes
Release notes for Certain 7.0.4, detailing enhancements and bug fixes.
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Certain 7.0.1 Release Notes
Release notes detailing enhancements and bug fixes for Certain 7.0.1.
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Certain 7.0 Release Notes
Overview of the Certain 7.0 release notes, including accessibility updates, Digital Events enhancements, and enterprise features.
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Previous Release Notes (Links)
Index of previous release notes for the Certain platform, grouped by major version.
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Labels for Registration Assistance Link
You can customize the message shown to attendees when they click the registration assistance link. HTML tags are supported in the text.
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Event FAQ
FAQs for managing events in the Certain Help Center.
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Getting Started with Certain
Overview of the Getting Started guide for Certain Platform in the Help Center.
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Registration - Automatic Event Waitlisting
Overview of Automatic Event Waitlisting: automatically waitlists registrants when capacity is full and registers them when spaces open.
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Global Navigation Icons
Overview of the global navigation bar in Certain, including Support bot, Recent Items, Favorites, and Help and Support options.
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Event List (from Login)
Overview of the Event List page in Certain Platform, including filtering, exporting, and navigation features.
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Copy Event (Wizard)
Instructions for copying an existing event using the Copy Event wizard in the Certain platform.
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Enable Forgot Password
Instructions for enabling the Forgot Password options in the Entry form, including default text values and error messages.
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Setup Dashboard
Overview of the Setup Dashboard in the Certain Help Center for event planning.
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Registration History (Attendee)
Help center article describing how to view and add items to the registration history for an attendee.
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Printable Confirmations (Account-Level Templates)
Instructions for creating and editing account-level printable confirmation templates in Certain's Help Center.
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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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Sel? and Web? options
Warning against using Sel? and Web? options for Agenda Item Questions and how these options can remove agenda items from registrations.
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Ultimate Guide to Event Success
From conceptualizing and strategizing your event to managing budgets, engaging attendees, and measuring impact, the Ultimate Guide to Event Success wi...
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Turn Engagement Signals into Pipeline
Video-on-demand page introducing Certain's event management solutions to turn engagement signals into pipeline.
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Session Break: Hybrid Event Planning & Execution
Video on demand session with Kent Martin about key considerations for planning and delivering hybrid events.
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Power Templates
Power Templates equip event and marketing professionals to easily create events that are versatile and efficient, reducing time and costs.
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How Marketing Events are Changing
Infographic describing how marketing events are changing and the expanded role of event marketers.
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How Grand Connections Scaled Events with Certain
Overview of Certain's Grand Connections event management and related resources.
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The Event Intelligence Playbook
A guide on ROI for event marketing and how to leverage event data with Certain's platform.
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The Event Engagement Data Playbook
How to Drive, Capture and Act on Attendee Engagement Data for Your Virtual, Hybrid and In-Person Events.
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Event Automation for Data-Driven Marketers & Event Professionals
Infographic detailing event automation and Certain's event management technology solutions for marketers and event professionals.
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Elevating Event Experiences with Deep Audience Insights
A guide offering tips and best practices to drive, capture, and act on attendee engagement data generated from events to connect events to measurable ...
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Crack the Code – Understanding Your Event Attendees
Webinar on uncovering attendee insights and applying AI to event management.
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3 Ways AI-Powered Session Recommendations Can Help Elevate Your Events
Video on demand content about AI-powered session recommendations for events.
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Improving Efficiency & Lead Quality
Rockwell Automation enhanced event efficiency and lead quality by centralizing data with Certain's platform, enabling faster follow-up and global cons...
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National Instruments Achieves Significant Cost Savings and Accelerates Lead Gene...
Case study of National Instruments using Certain's event platform to accelerate lead follow-up and reduce support time.
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Certain Brand Guide
Official brand assets including logo lockups, color palette, typography, and product assets for Certain.
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Stop Asking Boring Event Questions
Blog post about an AI-powered Question Generator for smarter event surveys and attendee insights.
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Support Center
Knowledge Base and support resources for Certain Platform, including articles and developer space.
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The Future of Events Is AI-Powered — Are You Ready?
AI-powered event management delivers real-time insights, personalized attendee experiences, and smarter planning for marketers.