Profile Data

FAQ detailing methods to import registrations into events, including external data files and connectors.

Use this page to create and run reports on the profiles in your Certain account.

Describes how to enter and manage answers to custom profile questions in an account, including supported question types.

Overview of Profiles area actions (Find, Edit, Add, Import) and how profiles relate to registrations.

Options to configure report display and print settings for event reports in Certain.

Instructions to display technical information about the current release of Certain.

Instructions for searching for Profiles across accounts in the Certain Help Center.

Instructions for using the search feature in the Certain Help Center, including field, operator, value, and account selection, plus how results open.

Documentation for configuring the My Profile form in Certain's Website Setup, including available fields and confirmation messages.

Documentation for creating and using report filters for Profiles, including Date Filters and Advanced Filters.

Guidance on displaying subtotals in profile reports, including sums, max, min, averages, and group-level totals.

Explains how to group report data by up to three summary levels in profile reports, with options for sorting and display.

Options to display, format, and print profile reports, including display format, data format, and print settings.

Guidance for creating or editing participant profiles, including required fields, data types, and address information.

Account history records for the current account over 90 days with 1-year retention and CSV export.

Instructions to create a promo code with zero fee/discount in the Certain platform.

Two methods to add existing profiles to a new event as registrations: Importing Registrations and Inviting Existing Profiles.

Instructions for creating and managing Profiles within the Certain platform, including manually creating Profiles, importing Registrations, inviting o...

Overview of how registrations and profiles are created and managed for events in the Certain platform.

Details on profile management, differences from registrations, and how to configure custom profile data for accounts in the Certain platform.

Overview of the Completed Registrations by Answer Report, including how totals are calculated and how to view registrations by clicking numbers.

Steps to remove attendees from Certain Platform when an event uses a Touchpoint integration.

Guidance on updating speaker records in Touchpoint when integrated with Certain Platform and when not synced, including bulk upload steps.

Guidance on attaching speakers to sessions and session instances for Touchpoint visibility.

Overview of account-level profile data, custom questions, and default fields in Certain Platform.

Overview of improvements to the Event Reports area in Certain 8.0, including report list improvements, data field grouping, and advanced options.

ACH refunds cannot be processed through Certain Platform; refunds must be processed with the payment processor and then recorded in the system.

Instructions for administrators to deactivate a user from a Certain account, including limits and steps to remove a user.

Details about cipher suite changes for Certain Platform, API, Signal, and SSO, effective June 30, 2022.

Instructions for creating a new event in the Certain platform, including login, template options, required event fields, and saving.

Guidelines to customize email content for different registrant answers using content blocks and display rules in Certain's event setup.

Instructions for inviting or registering profiles for an event in the Certain Help Center.

Guidance on searching for profiles using standard and advanced filters.

FAQ about managing profiles in the Certain Help Center, including search, add/update, invite/register, export, history, and removing PII.

Overview of the Getting Started guide for Certain Platform in the Help Center.

Guidance on viewing and editing attendee responses to custom registration questions and related notes.

Overview of Automatic Event Waitlisting: automatically waitlists registrants when capacity is full and registers them when spaces open.

Overview of the Event List page in Certain Platform, including filtering, exporting, and navigation features.

Help article describing the Registrant Details section of the registration form, including header configuration, field selection, and options for atte...

The Questions page explains how to create and configure custom questions for registration forms and related areas in Certain.

Overview of a person's Profile record, including contact data, external IDs, event registrations, and history.

The Profiles page enables detailed searches of the profiles database for the current account and allows editing a selected record.

This page lists the profiles in the current account and explains how to add, find, import, and edit profiles.

Guide to extracting historic profile, registration, and event data from Certain using custom reports.

Step-by-step guide to configuring API Fetch for Eloqua data in Certain Platform.

Guidance on profile data, custom questions, default fields, and imports for registration in Certain.

Overview of using custom questions to collect event-specific registration data in Certain.

From conceptualizing and strategizing your event to managing budgets, engaging attendees, and measuring impact, the Ultimate Guide to Event Success wi...

Video-on-demand page introducing Certain's event management solutions to turn engagement signals into pipeline.

Video on demand session with Kent Martin about key considerations for planning and delivering hybrid events.

Power Templates equip event and marketing professionals to easily create events that are versatile and efficient, reducing time and costs.

Infographic describing how marketing events are changing and the expanded role of event marketers.

Overview of Certain's Grand Connections event management and related resources.

A guide on ROI for event marketing and how to leverage event data with Certain's platform.

How to Drive, Capture and Act on Attendee Engagement Data for Your Virtual, Hybrid and In-Person Events.

Infographic detailing event automation and Certain's event management technology solutions for marketers and event professionals.

A guide offering tips and best practices to drive, capture, and act on attendee engagement data generated from events to connect events to measurable ...

Webinar on uncovering attendee insights and applying AI to event management.

Video on demand content about AI-powered session recommendations for events.

Rockwell Automation enhanced event efficiency and lead quality by centralizing data with Certain's platform, enabling faster follow-up and global cons...

Case study of National Instruments using Certain's event platform to accelerate lead follow-up and reduce support time.

Official brand assets including logo lockups, color palette, typography, and product assets for Certain.

Blog post about an AI-powered Question Generator for smarter event surveys and attendee insights.

Knowledge Base and support resources for Certain Platform, including articles and developer space.

AI-powered event management delivers real-time insights, personalized attendee experiences, and smarter planning for marketers.