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Using Google Analytics to Track Events in Certain
Guide to configure Google Analytics tracking in Certain, including steps to add Tracking IDs to various pages and sources.
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Modifying Registration Details
Step-by-step instructions to locate and modify a Registration's details in Certain, including search options and overview sections.
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Administering Certain
Overview of account administration features in Certain: account settings, administration, registrations, management, reports, and implementation.
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Reports FAQ - Using the Reports Page
Overview of using the Reports page, including filtering, editing, and creating reports.
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Accommodations (Attendee)
Guidance for managing attendee room reservations, blocks, sharing, and related details within the Accommodations (Attendee) section.
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Session Information, Attendee (in Speaker and Session Management)
Help article describing how to view and assign session information to attendees in Speaker and Session Management.
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Custom Question Information (Attendee Answers)
Overview of viewing and editing attendee responses to custom registration questions in the Certain Help Center.
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Registrations FAQ - Modifying Registration Details
Instructions for changing the details of a single registration by navigating the overview and left navigation links.
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Registrations FAQ - Locating a Registration
Guidance on locating a registration in Certain, including using the Event Dashboard, Query Registrations, reports, and the Badge Report.
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Registrations FAQ - Creating Registrations
Overview of three methods to enter registration data into an event database: manual entry, bulk import, and online forms.
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Sel? and Web? options
Warning about using Sel? and Web? options for Agenda Item Questions and how Answer Value affects agenda items in registrations.
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Forms FAQ
FAQ covering common tasks for managing forms in the Certain Help Center.
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Inline Additional Registrations
Documentation on the Inline Additional Registrations feature, including highlights, fields, and configuration options.
-
General FAQ - Sending Emails
Overview of how emails are sent in the Certain platform, including group and individual messaging.
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Reports FAQ - Working with the Report Results Window
Documentation for using the Report Results window in the Certain platform, including Action Bar, filters, drill-downs, and row controls.
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Reports FAQ - Report Setup (Event Reports)
Guidance to create, edit, and manage custom event reports, including report types, tokenization, visibility, and access controls.
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Promo Codes
Guide to creating, listing, and managing promo codes and discounts for event registrations.
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Logic Rules (Attendee Form)
Overview of logic rules for Attendee Form in Certain Plan registration.
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Agenda Section Details (Registration Form)
Details on configuring agenda sections for registration forms, including headers, grouping, display fields, and rules.
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Questions Section Details (Registration Form)
Instructions to add and configure a Questions Section within a registration form, including headers, display conditions, and question types.
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Attendee Types
Documentation detailing attendee types, their configuration, fees, capacity, and related features for events.
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Custom Statuses
Overview of standard and custom registration statuses for events in the Certain platform.
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Check-In: Session Configuration
Guidance on enabling session check-in and configuring walk-in attendance for sessions in Certain Check-In.
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Agenda (Attendee)
Explanation of the Agenda (Attendee) page, including navigation, personal agenda, agenda item information, and guest list details.
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Attendee Overview
Overview of attendee details with options to review, edit, print name badges, itineraries, and related actions.
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Import Registration Data
Instructions for importing registrations, registration agenda items, or session instances into the registrations database for an event.
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Event Dashboard
Documentation for the Event Dashboard, including Setup and Registration Dashboards, navigation, and available actions.
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Registration Dashboard
Overview of the Registration Dashboard with sections for completed registrations, status, and review tasks.
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Account Usage
Administrators can generate activity reports for account usage, including events, registrations, imports, and test registrations, with date ranges and...
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Industries (at account-level)
Instructions to add and manage account-level industries for speaker and session management.
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Tags
Administrators can manage account tags, with options to add, import, and export, and tag assignments to Agenda Items, Sessions, and other objects.
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Entry Page (Attendee Form)
Documentation of the entry page for attendee registration, including permissions, waiver, login, passcodes, SSO, and related options.
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Copy Registration Form
Instructions to copy an existing registration form from the Forms List in the Certain platform.
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Scaling Event Intelligence for Business Success
Download this whitepaper to understand how to measure, gain insight, and communicate ROI across a holistic event program with an overarching event int...
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Stripe | Partner
Certain’s Stripe integration provides a fast, familiar payment method for registration, paid sessions, and add-ons, backed by Stripe’s secure global i...
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Scheduling and Publishing Sessions
Guidance on scheduling sessions and publishing them using the session scheduler and mass actions.
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Event Setup: Attendee Types
Overview of Attendee Types, their uses, and how to create new Attendee Types.
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Using Google Analytics to Track Events in Certain
Guide to configuring Google Analytics in Certain, including how to obtain and add a Tracking ID to various pages.
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Configuring Your Event's Payment Options
Instructions for configuring online and offline payment options for an event, including selecting a processing account, processing options, and transa...
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The Consequences of Changing Your Event Code
Overview of the consequences of changing the Event Code in Certain Platform, including file path issues and Touchpoint integration.
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How to Close Registration for an Event
Step-by-step guidance to close event registration using Forms or Event Status in the Certain Help Center.
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General FAQ - Importing Registration Data
Overview of methods to import registrations into the event registrations database, including external data, Salesforce, Eloqua, Marketo, and group or ...
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General FAQ - Managing Registrations
Overview of registrations and profiles, including creation, modification, and relationship of registrations to profiles.
-
General FAQ - Setting UP Online Forms
Instructions on adding registrations and creating online registration forms for events, with a list of available form sections and their purposes.
-
General FAQ - Managing Profiles
Overview of managing profiles, difference from registrations, custom profile data, profile management, messaging, online access, and account structure...
-
Event FAQ - Working with Agenda Items
Documentation on creating, editing, and managing agenda items in events, including item details, dates, inventory, fees, and labels.
-
General FAQ - Setting Up an Event
General FAQ covering event setup, including event details, attendee types, questions, agenda items, payments, accommodation, and online display.
-
Reports FAQ - Define Report Export Actions
Guidance on configuring mass actions that run automatically when exporting a report.
-
Reports FAQ - Report Subtotals
Details on displaying subtotals in reports, including grouping options and how subtotals render in export formats.
-
Reports FAQ - All Registrations by Status Report
Overview of the All Registrations By Status report, including status classifications and comparisons with Completed Registrations by Attendee Type.
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Reports FAQ - Completed Registrations by Answer Report
Overview of the Completed Registrations by Answer Report in the Certain Help Center, including how totals are calculated and how to view registrations...
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User-Defined Column Details (Account Reports)
Instructions for creating and editing user-defined columns in account reports, including types, definitions, and combining columns.
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Report Setup (Profiles)
Instructions for creating and configuring custom profile reports in Certain's Help Center.
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Profile Reports
Use this page to create and run reports on the profiles in your Certain account. Profiles include attendees, speakers and reviewers in all events in t...
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Profiles Area Options
Overview of the Profiles area features including Find, Edit, Add, and Import Profiles and how Profiles relate to Registrations.
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Settings (Reviewer Portal)
Overview of editing general settings for the event's Reviewer Portal, including Name, Google Analytics Tracking ID, Web URL, timeout, and date/time di...
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Tiers
Information about tiers for reviews in the Speaker and Session Management module.
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Sessions (Manage Reviews)
Instructions for managing session reviews in the Certain Speaker Portal, including acceptance, rejection, review routing, and filtering.
-
Dynamic Emails Guide (PDF)
A PDF guide detailing how to build dynamic email templates using Content Blocks and Display Rules, with content adapting based on registration values.
-
Promo Codes – Quick Guide
Brief PDF guide describing how to set up Promo Codes for events and the requirement to enable the Registration Groups as Promo Codes sub-module.
-
Auto-Match Roommates
Guide to using the Auto-Match Roommates feature, including summary, auto-match, and roommate matching preferences.
-
Hotels
Help article describing how to set up and manage hotels for an event, including adding hotels, editing details, and aligning with registration forms.
-
Events Calendar Web Page
Instructions for the Events Calendar Web Page: how it displays active events and how to filter by Live status or by a report.
-
Choose Report Grouping (Events)
Documentation on configuring report grouping for events, including grouping levels, sort criteria, date grouping, and print options.
-
Report Setup (Consolidation Reports)
Instructions for creating and managing Consolidation Reports across multiple events in the current account.
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Payments and Refunds Summary – Current Account
A summary of all payments and refunds for all events in the current account, grouped by payment type and date processed.
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Payments and Refunds Summary – Including Sub-Accounts
A summary of all payments and refunds for all events in the current account and its sub-accounts, grouped by payment type and date processed.
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Build and Manage an Event - Step 10
Post-event tasks to clean up the database and reconcile registrations.
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Build and Manage an Event - Step 8
Instructions to go live for an event, including changing status, adjusting form dates, and testing registrations.
-
Build and Manage an Event - Step 7
Step 7 provides a readiness checklist for online registrations.
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Build and Manage an Event - Step 4
Step 4 covers adding options to an event registration form, including agenda items, accommodations, payments, and logic settings.
-
Build and Manage an Event - Step 6
Guidance for creating marketing elements to promote event registration, including links, websites, and email templates.
-
Build and Manage an Event - Step 2
Guidance for entering basic event details in Step 2, including title, unique code, location, contacts, options, and statuses.
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Importing Registrations
Guidance on importing and updating registrations in Certain, including key field precedence, preparing import files, and the step-by-step import proce...
-
Reports FAQ - Printing and Exporting Reports
Overview of formats for delivering reports: HTML, PDF, Excel, CSV, and TXT.
-
Certain 7.0.5 Release Notes
Release notes for Certain platform version 7.0.5 detailing enhancements and bug fixes.
-
Certain 7.0.6 Release Notes
Release notes for Certain 7.0.6 detailing enhancements and bug fixes across admin, forms, reporting, and Zoom integration.
-
Certain 7.0.4 Release Notes
Release notes for Certain 7.0.4 including enhancements and bug fixes.
-
Certain 7.0.1 Release Notes
Release notes for Certain 7.0.1 detailing enhancements and bug fixes.
-
Labels for Registration Assistance Link
Instructions for customizing the registration assistance message shown to attendees in the Certain Help Center.
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Agenda Item Error Messages
You can customize error messages related to agenda items.
-
Financials (Attendee)
Overview of attendee financials including transactions, payments, refunds, invoices, and general ledger setup.
-
Registrations FAQ - Updating a Group of Registrations
Mass actions enable updating multiple registrations at once using the Mass Action drop-down, saving time by batch updates.
-
Registrations FAQ
FAQ covering how to create, find, edit, import, and manage registrations within the Certain platform.
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How to Import Accommodation Details
Steps to import and update accommodation details for registrations, with templates and resources.
-
Update Full Capacity/Inventory Messages
Instructions to update full capacity or inventory messages for sessions and agenda items in the Certain Help Center.
-
What is a Primary Form?
Explanation of the Primary Form designation, editing, and related behavior in Certain's form setup.
-
Digital Events: Using Certain Signal with ON24
Guidelines to configure Certain Signal with ON24 for digital events.
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Build and Manage an Event - Step 3
Step 3 covers creating and customizing registration forms in the Certain Help Center.
-
General FAQ - Tips for Names, Codes, and Labels
Guidance on setting Name, Code, and Label/Display values for items in Certain, including definitions and examples.
-
Search
Guide to using the Search feature across Registrations, Profiles, Events, Forms, and Websites.
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Search For Registrations
Guidance for searching registrations across events and accounts, including criteria fields, operators, wildcards, pagination, and sorting.
-
Forms FAQ - Linking Website to Forms
Instructions for linking an external website to a Certain registration form.
-
Forms FAQ - Creating Form Section Headers
Explains how to configure Section Header in registration forms, including Text Above Header, Header Text, and Text Below Header, defaults, formatting ...
-
Forms FAQ - Creating a New Form
Steps to create a new registration form, including how to access the Create a New Form page and copy an existing form.
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Forms FAQ - Editing Forms
Instructions for editing a form in the Certain platform, including left navigation functions and split-screen preview tips.
-
Copy Event (Wizard)
Instructions for copying an existing event using the Copy Event wizard, detailing steps, fields, and notes.
-
Event List (Reports-Only Users)
Help article describing how Reports-Only users access and use the Event List, roles, users, reports, and filtering within Certain.
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Registration Groups – Quick Guide
The Registration Groups Quick Guide is an illustrated PDF guide for setting up and using Registration Groups in an event.
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Import (Groups)
Guidance to import groups via CSV into an event, including preparation, data import mapping, and post-import steps.
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Group Reports
Documentation for Group Reports in the Certain Help Center, including the Group Summary Report and its columns.
-
Assign Groups
Guide to assigning a group to registrations in Certain's Help Center.
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Custom Fields
Learn how to manage group custom fields to store extra information for each event group, including how to add, edit, and delete fields (up to ten per ...
-
Group List
Documentation for Group List in the Registration Groups module, including group management and assignment features.
-
Travel Configuration
Travel Configuration page for the Travel Packages sub-module, defining transfer times, statuses, transportation types, and event airports.
-
Custom HTML Section Details (Registration Form)
Instructions to add and configure Custom HTML sections in a registration form, including headers, HTML content, and display conditions.
-
Custom HTML (Registration Form)
Guide to using Custom HTML sections within registration forms, including creation, naming, and management of up to 20 sections.
-
Accommodations (Attendee Form)
Help article detailing how to include and configure the Accommodations section in registration forms, including entries, lists, payments, and room-sha...
-
Groups (Attendee Form)
Help center article describing how to configure Groups (Attendee Form) within the Certain platform.
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Confirmation (Attendee Form)
Settings and instructions to configure the confirmation page for an event registration form, including email confirmations, itinerary, calendar add-on...
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Verify / Edit Info (Attendee Form)
Instructions for verifying and editing attendee information on the Verify/Edit page of the registration form.
-
Payment Options (Registration Form)
Configuration page to manage payment handling on the Registration Form's Payment page, including available methods and processing settings.
-
Promo Codes (Attendee Form)
Guide to configuring promo codes for attendee forms, including setup, sequence placement, and error handling.
-
Session Display Options (Registration Form)
Instructions for configuring session display options, including search, filters, and calendar integration in registration forms.
-
Sessions (Attendee Form)
Guidance on configuring and using Session Sections, Session Templates, and Speaker templates within Attendee Forms on the Certain platform.
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Agenda Display Options (Registration Form)
Guidance on configuring Personal Agenda, Agenda, and Agenda Guest List sections for registration forms in the Certain platform.
-
Agenda (Registration Form)
Documentation describing Agenda sections for registration forms, including creation, formatting, prerequisites, and display options.
-
Questions (Registration Form)
Guide for configuring and using the Questions sections in a registration form, including prerequisites, sections, verify/confirm, and backward compati...
-
Attendee Types (Attendee Form)
Details on configuring and displaying Attendee Types within the Attendee Form, including display settings, waitlist, and fee options.
-
Registrant Details (Attendee Form)
Overview of the Registrant Details section of the registration form, including header configuration, field selection, and options.
-
Form Setup (Attendee/Registration Form)
Guidance for configuring attendee registration forms in the Certain platform, including sections, setup information, page layouts, and advanced settin...
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Create a Registration
Help Center article describing how to create and manage registrations for an event, including attendee type, status, and registration information.
-
Create a New Form
Guide to creating a new registration form in Certain's Plan > Forms, including setup, page layout, display settings, and advanced options.
-
Forms List
Documentation describing the Forms List for an event in the Certain Help Center, including how to create and manage forms and their sections.
-
Agenda Items: Advanced (Custom Questions)
Instructions for using custom questions to collect information for agenda items, including question types and editing steps.
-
Site Setup (Event Website)
Overview of configuring an event website in Certain Help Center, including page setup, display settings, and analytics.
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Questions
The Questions page explains how to create custom questions for registration forms and related pages in Certain.
-
Notification Setup
Configuration guide for email notifications when event capacity thresholds are reached.
-
Add or Edit a Conference Session (in Speaker and Session Management)
Guide for adding and editing conference sessions in Speaker and Session Management, including session details, scheduling, webinars, and additional de...
-
Choose Report Filters (Suppliers)
Guide to creating and using Date Filters and Advanced Filters for supplier reports.
-
Select Report Subtotals
Instructions for displaying subtotals within groups in supplier reports, including how to display, which fields to subtotal, and how subtotals appear.
-
Report Setup (Suppliers)
Documentation for creating and editing custom Suppliers reports in the Certain platform, including page sections and controls.
-
Supplier Detail Information
Page describing how to edit or add supplier details, including standard fields, hotel information, and venue information.
-
User-Defined Column Details (Event Reports)
Instructions for creating and configuring up to 20 user-defined columns in Event Reports, including single-field and multi-field columns, naming, and ...
-
Report Subtotals
Guidance on displaying subtotals in reports, including per-group counts, grand totals, and how to configure numeric field subtotals.
-
Setup Dashboard
Overview of the Setup Dashboard in the Certain event platform, detailing header, event details, standard modules, and additional modules for event con...
-
Google Analytics in Certain Guide
Guide to setting up and using Google Analytics in the Certain platform, including website profiles, tracking IDs, and per-page URLs.
-
Cookies in Certain Guide
Guide detailing essential and non-essential cookies used by the Certain platform, with browser instructions for accessing cookie data.
-
Event Options
Configure event settings and modules for an event in the Certain Help Center.
-
Email a group of registrations
Instructions to email a group of registrations using an email template, including selecting registrants, choosing templates, editing the message, and ...
-
Digital Events Email Templates
Email template automatically sent to new digital event registrants; editable when the Digital Events module is enabled.
-
Sessions Report
A detailed list of all event sessions with fields and an Excel export option; available when the Speaker and Session Management module is enabled.
-
Sessions (in Speaker and Session Management)
Help Center article detailing how to view, filter, and manage sessions and session instances in Speaker and Session Management, including types, level...
-
Email (Attendee)
Instructions for sending emails to attendees from the event management interface, including templates, fields, attachments, and previews.
-
Import/Update Registrations
Instructions for importing and updating registrations using the Registration Import Wizard in Certain.
-
All Registrations By Status
The standard summary report showing complete and incomplete registrations by status, with two pie charts and a table, exportable to Excel.
-
Select Report Subtotals (Profiles)
Instructions for displaying subtotals in printable Profiles reports, including grouping and total options.
-
Security Settings
Account Settings security options for PCI compliance, including session timeout, password expiration, and email-related settings.
-
Data Format
Administrators can limit fields affected by data reformatting on the Data Format page.
-
E-commerce Account Details
Documentation for configuring e-commerce accounts in the Certain platform, including processor options and account settings.
-
Custom Profile Data
Guidance on profile data, custom questions, and default field settings in Certain's registration system.
-
Copying an Account Report (Report Copy Wizard)
Instructions for copying an existing Account or System Report using the Report Copy Wizard in Certain.
-
Account Settings
Overview of account-level settings for all users and administrators, including reports, management features, and integrations.
-
Sending Confirmation Emails When Allowing Partial Payments on a Form
Instructions for sending confirmation emails to registrants who have made partial payments in the Certain platform.
-
2025 Fall Release #3 (8.3.39)
Release notes for the Fall 2025 Release #3 (8.3.39) covering enhancements, Stripe integration, and bug fixes.
-
2025 Fall Release #2 (8.3.38)
Release notes for the 2025 Fall Release #2 (8.3.38) of the Certain platform.
-
2025 Fall Release #1 (8.3.37)
Fall 2025 release notes for version 8.3.37, detailing bug fixes to Agenda Display Options, Registration, and Session Import.
-
2025 Summer Release #6 (8.3.36)
Release notes for the 2025 Summer Release #6 (8.3.36), detailing fixes across agenda items, asset uploads, badges, display rules, event copy, registra...
-
2025 Summer Release #3 (8.3.33.1)
Details of the 2025 Summer Release #3 (8.3.33.1), including Stripe Standard Connect enhancements, On-Demand Badges, and bug fixes.
-
Measuring Event Success Across the Funnel
Infographic explaining how to measure event impact across the buyer journey and connect events to business outcomes.
-
The Event Marketing Playbook: Engagement Strategy
Guide detailing engagement-focused event marketing best practices to maximize ROI.
-
The Event Intelligence Playbook
A guide on ROI for event marketing and how to analyze event data using Certain's solutions.
-
Operational Reporting and Strategic Event Intelligence Together
Unified reporting and intelligence for events across the Certain platform, enabling end-to-end insights, ROI tracking, and program optimization.
-
The Event Platform That Turns Engagement Into Revenue
Certain's enterprise-grade event management platform orchestrates attendee journeys, AI-powered personalization, and data-driven insights to drive ROI...
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Certain Event Intelligence
Event Intelligence centralizes all event data, provides data-driven recommendations, and visualizes performance to improve attendance, engagement, and...
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Infographic: Measuring Event Success Across the Funnel
Explains how to evaluate event impact across the full buyer journey and includes downloadable resources from Certain.
-
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...
-
AI-Powered Event Management Software for Sales Professionals
AI-powered event management software for sales teams to identify high-potential prospects, personalize follow-up, and drive better event outcomes.
-
Tagging Attendee Statuses & Sessions - Required for Attendees
Article describing how to tag attendee statuses and sessions for attendees in Touchpoint.
-
Speakers and Sessions from Platform to Touchpoint
Overview of speakers and sessions from Platform to Touchpoint, with related articles and feedback.
-
Registration Groups in Certain
Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.
-
Adding percentage based discounts to your Event
Guide to applying percentage discounts to event registrations via promo codes or logic-based rules.
-
Content Display
Overview of Content Display concepts for event forms, websites, and emails, including Display Fields, Content Blocks, and Display Rules.
-
Adding Existing Profiles to a New Event
Two methods to add existing profiles to a new event as registrations: Importing Registrations and Inviting Existing Profiles.
-
Event Component Descriptions and Navigation
Information about navigating main event components within your account, including the Event List and event-specific tabs: Plan, Promote, Manage, Engag...
-
Settings: Custom Statuses
Documentation on creating and managing custom registration statuses for attendees.
-
Web Integration Links
Learn how to enable and use Web Integration Links to customize attendee experiences by inserting dynamic data into emails and forms.
-
Missing Potential Duplicates under Registrations To Review
Guide on identifying potential duplicate registrations when an event has more than 5,000 registrations, using an exported Excel file.
-
Managing Registrations: Working with Profiles
Instructions for creating and managing Profiles within the Certain platform, including manually creating Profiles, importing Registrations, inviting o...
-
Troubleshooting - Payment Info Saving but not Processing on Complete Registratio...
Instructions to troubleshoot when payments saved on a form are not processed during complete registrations.
-
Tips – Chargebacks, Adjustments, Test Payments, and Refunds
Tips on chargebacks, adjustments, test payments, and refunds for payments and transactions.
-
E-Commerce Accounts - Errors Received Through Cybersource Payment Attempts
Overview of common Cybersource payment errors and how to resolve them for e-commerce accounts.
-
Managing Registrations - Cancellations and Refunds
Guide to creating cancellation fees for registrations and agenda items, and processing refunds.
-
Enforcing email uniqueness and addressing form login errors for existing email a...
Guidance on enforcing email uniqueness for forms and resolving login errors when an email address already exists.
-
Assigning Speaker Attendee Type Using Logic
Step-by-step guide to auto-assign a Speaker Attendee Type using form logic in the Certain platform.
-
How to enable a Forgot Password Reset Link
Instructions for enabling the Forgot Password Reset Link in registration forms and describing each field in the setup.
-
How to set up Custom Registration Questions
Instructions for creating and configuring Custom Registration Questions for event registrations.
-
Certain Check-In iOS Quickstart Guide
Step-by-step iOS quickstart for the Certain Check-In app, including prerequisites and how to use the guest list, check-ins, and sessions.
-
Adding a Form URL in the QR Code
Instructions to embed a form URL in a QR code to direct registrants to a specific form after scanning.
-
Event Intelligence - Event Registration Chronicles
The Event Registration Chronicles dashboard helps analyze the pace of registrations across events, with filters and a screenshot-ready view for docume...
-
Event Intelligence - Review the performance of a single event
Overview of the Single Event View in Event Intelligence, including charts and metrics for single-event analysis.
-
Event Intelligence - Key Metrics
Key Metrics is a dashboard that provides a high-level view of event performance, including registrations vs goals, ROI, and audience details.
-
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.
-
Syncing Registrants to Touchpoint from Platform
Instructions to tag registration statuses with 'Touchpoint: Synced' to sync registrants from Certain Platform to Touchpoint.
-
Duplicate Profile Usernames And Deleting Profiles
Guidance on avoiding duplicate usernames by marking registrations as Test instead of deleting profiles.
-
Creating a Registration Profile in an Event for Existing Speakers
Guide to linking an existing Speaker Profile to an Event Registrant, using a form or direct registration.
-
Deleting and Restoring Single or Multiple Registrations
Instructions for deleting test registrations and restoring them, including single and mass actions.
-
Adding Speakers to Sessions vs. Session Instances
Instructions for assigning speakers at the session level or per-instance level, including master speakers and per-instance speakers.
-
Adding Catalogs, Syncing Sessions and Speakers in the Catalog List
Guidance on creating multiple catalogs for a single event, syncing data, and configuring catalogs in the Certain platform.
-
Logic Rules: Overview of Display Options (Display, Hide, Assign)
Documentation on configuring logic rules to display, hide, or assign items in forms, and to trigger emails or errors based on attendee responses.
-
Administrators - Account-Level Custom Profile Data
Overview of account-level profile data, custom questions, and default fields in Certain Platform.
-
Adding Questions to a Form
Guidance on adding custom questions to a form in the Certain platform.
-
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.
-
Extracting all attendees' information
Instructions to create an account-level report to export attendee details for each event.
-
Partial Refunds
Instructions for issuing and processing partial refunds in the Certain platform
-
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.
-
Fees - Expiration and changing amounts
Details about how event fees expire and how to change fee amounts on items and registrations in Certain.
-
Changing the Currency Used in an Event
Information about changing the currency used for an event by updating the payment processor.
-
Using Reports to Check if Emails Were Sent
Instructions to create and filter a Registration History Report to identify registrants who received an email.
-
Reports: How to create a Registration Changes Report
Overview of how to create a Registration Changes Report, including eligibility, steps, and export formats.
-
Signal Alerts - Common Errors and Recommendations
Overview of common Signal Flow errors and recommended steps to resolve issues in registrations, retries, and third-party integrations.
-
Signal Outbound Flows for Digital Events (ON24)
Guide to configuring Signal outbound flows to ON24 for registering or cancelling attendees in digital events.
-
Adding Speakers on Sessions and Instances
Instructions for assigning master and specific speakers to sessions and their instances in the Certain platform.
-
Adding Speakers to Sessions
When adding Speakers to a Session with Instances, an Alert will display to give the option of including that Speaker to associated instances.
-
Check-In Insights
Real-time dashboards and analytics for check-in data in Certain's Engage platform.
-
Check-In: Basic Configuration
Documentation for configuring the Check-In basic settings in Certain's Engage platform.
-
Check-In: Session Configuration
Instructions to enable and configure session check-ins for the Certain Check-In app, including walk-in permissions and capacity limits.
-
Custom Questions
Overview of using custom questions to collect event-specific registration data in Certain.
-
Group List
Group List helps you create and manage registrant groups, assign attendees, enforce group-based form restrictions, and track group counts.
-
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.
-
Send Email for accepted registrations
Notes on when to select an email template for accepted registrations in Certain's workflow.
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Promo Codes Guide
Guide to using the Registration Groups as Promo Codes module in Certain.
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From Attendee to Advocate
An eBook guiding marketers on transforming event attendees into long-term brand advocates through AI and event intelligence.
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Engagement Data Drives Business Results
A playbook outlining how event engagement data connects events to measurable business results through planning, pre-event, during-event, and post-even...
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Events as a Strategic Lever in B2B Marketing
An enterprise-focused overview of how events drive lead generation, engagement, and brand growth in B2B marketing.
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Event Automation
A marketing brochure describing how Event Automation helps marketers manage events, capture attendee insights, engage attendees, and optimize event ma...
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Ultimate Guide to Event Success
A structured guide outlining data-driven strategies for event planning, budgeting, data orchestration, and technology selection.
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How can I still deliver on my business objectives through digital events?
A guide on delivering business objectives through digital events by leveraging seamless integrations, branding, and attendee insights.
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Why a Mobile Event App? Amazing Insights. That’s Why.
A concise guide explaining the value of mobile event apps for attendee insights and ROI, including a Top Ten list of benefits.
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Hand-in-Hand: Leveraging Tech and In-person Strategies for Success.
A whitepaper on blending digital tools and in-person events to drive engagement, generate leads, and enhance post-event follow-up across marketing and...
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Marketing Event Automation Simplified
A co-branded marketing brochure illustrating segmentation, email marketing, attendee data capture, and data integration for event-driven marketing wit...
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Drive a Higher ROI from Every Event
Marketing executives can use Certain to drive ROI from events through attendee data, personalization, and insights.
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Event Management Consulting Services
Certain’s consulting team provides event management consulting, implementation, and insights to optimize event performance.
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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...
Video on demand content describing how to measure the business impact of events using attendee management and analytics.
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Marketing Event Automation Simplified
Infographic about combining data from marketing automation and events to deliver ROI. Includes resources and solutions for event marketers.
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Certain Launches Session Advisor, an AI-powered Personalization Solution to Acce...
Certain launches Session Advisor AI, an AI-powered personalization solution delivering tailored session recommendations at scale for event management.
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InEvent | Partner
InEvent partner page describing the InEvent event management platform and its reach, including trust by Coca-Cola and Amazon, serving virtual and hybr...
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Capture Technologies | Partner
Capture Technologies delivers efficient on-site solutions for events, specializing in badge printing, registration, and attendee management.
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What is Event Management Software?
FAQ explaining what event management software is and its capabilities.
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What Is Data-Driven Marketing and How Does It Improve Your Event ROI?
Overview of data-driven marketing and its impact on event ROI, with steps to implement.
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Making Every Moment Count: Strategies to Boost Event Engagement and Impact
A guided approach to capturing and leveraging event data to engage attendees and maximize ROI using AI-powered insights.
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Setting Event Goals: Transform Your Events into Buyer Blueprints
A guide to setting measurable event goals and aligning them with the buyer's journey across funnel stages.
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Leveraging Event Data and AI for Business Success
Blog recap of a webinar on event data and AI, including Touchpoint Ignite and data-driven strategies for ROI.
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Event Strategies to Accelerate the Buyer Journey
Explains how AI-powered event intelligence accelerates the buyer journey by analyzing engagement data, predicting actions, and personalizing attendee ...
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Create Exceptional Attendee Experiences. Capture Every Buying Signal.
Certain helps run engaging events, personalize attendee experiences, and turn engagement into buying signals to accelerate buyer journeys and deliver ...