Registration Analytics and Reporting

Guide to configure Google Analytics tracking in Certain, including steps to add Tracking IDs to various pages and sources.

Step-by-step instructions to locate and modify a Registration's details in Certain, including search options and overview sections.

Overview of account administration features in Certain: account settings, administration, registrations, management, reports, and implementation.

Overview of using the Reports page, including filtering, editing, and creating reports.

Guidance for managing attendee room reservations, blocks, sharing, and related details within the Accommodations (Attendee) section.

Help article describing how to view and assign session information to attendees in Speaker and Session Management.

Overview of viewing and editing attendee responses to custom registration questions in the Certain Help Center.

Instructions for changing the details of a single registration by navigating the overview and left navigation links.

Guidance on locating a registration in Certain, including using the Event Dashboard, Query Registrations, reports, and the Badge Report.

Overview of three methods to enter registration data into an event database: manual entry, bulk import, and online forms.

Warning about using Sel? and Web? options for Agenda Item Questions and how Answer Value affects agenda items in registrations.

FAQ covering common tasks for managing forms in the Certain Help Center.

Documentation on the Inline Additional Registrations feature, including highlights, fields, and configuration options.

Overview of how emails are sent in the Certain platform, including group and individual messaging.

Documentation for using the Report Results window in the Certain platform, including Action Bar, filters, drill-downs, and row controls.

Guidance to create, edit, and manage custom event reports, including report types, tokenization, visibility, and access controls.

Guide to creating, listing, and managing promo codes and discounts for event registrations.

Overview of logic rules for Attendee Form in Certain Plan registration.

Details on configuring agenda sections for registration forms, including headers, grouping, display fields, and rules.

Instructions to add and configure a Questions Section within a registration form, including headers, display conditions, and question types.

Documentation detailing attendee types, their configuration, fees, capacity, and related features for events.

Overview of standard and custom registration statuses for events in the Certain platform.

Guidance on enabling session check-in and configuring walk-in attendance for sessions in Certain Check-In.

Explanation of the Agenda (Attendee) page, including navigation, personal agenda, agenda item information, and guest list details.

Overview of attendee details with options to review, edit, print name badges, itineraries, and related actions.

Instructions for importing registrations, registration agenda items, or session instances into the registrations database for an event.

Documentation for the Event Dashboard, including Setup and Registration Dashboards, navigation, and available actions.

Overview of the Registration Dashboard with sections for completed registrations, status, and review tasks.

Administrators can generate activity reports for account usage, including events, registrations, imports, and test registrations, with date ranges and...

Instructions to add and manage account-level industries for speaker and session management.

Administrators can manage account tags, with options to add, import, and export, and tag assignments to Agenda Items, Sessions, and other objects.

Documentation of the entry page for attendee registration, including permissions, waiver, login, passcodes, SSO, and related options.

Instructions to copy an existing registration form from the Forms List in the Certain platform.

Download this whitepaper to understand how to measure, gain insight, and communicate ROI across a holistic event program with an overarching event int...

Certain’s Stripe integration provides a fast, familiar payment method for registration, paid sessions, and add-ons, backed by Stripe’s secure global i...

Guidance on scheduling sessions and publishing them using the session scheduler and mass actions.

Overview of Attendee Types, their uses, and how to create new Attendee Types.

Guide to configuring Google Analytics in Certain, including how to obtain and add a Tracking ID to various pages.

Instructions for configuring online and offline payment options for an event, including selecting a processing account, processing options, and transa...

Overview of the consequences of changing the Event Code in Certain Platform, including file path issues and Touchpoint integration.

Step-by-step guidance to close event registration using Forms or Event Status in the Certain Help Center.

Overview of methods to import registrations into the event registrations database, including external data, Salesforce, Eloqua, Marketo, and group or ...

Overview of registrations and profiles, including creation, modification, and relationship of registrations to profiles.

Instructions on adding registrations and creating online registration forms for events, with a list of available form sections and their purposes.

Overview of managing profiles, difference from registrations, custom profile data, profile management, messaging, online access, and account structure...

Documentation on creating, editing, and managing agenda items in events, including item details, dates, inventory, fees, and labels.

General FAQ covering event setup, including event details, attendee types, questions, agenda items, payments, accommodation, and online display.

Guidance on configuring mass actions that run automatically when exporting a report.

Details on displaying subtotals in reports, including grouping options and how subtotals render in export formats.

Overview of the All Registrations By Status report, including status classifications and comparisons with Completed Registrations by Attendee Type.

Overview of the Completed Registrations by Answer Report in the Certain Help Center, including how totals are calculated and how to view registrations...

Instructions for creating and editing user-defined columns in account reports, including types, definitions, and combining columns.

Instructions for creating and configuring custom profile reports in Certain's Help Center.

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...

Overview of the Profiles area features including Find, Edit, Add, and Import Profiles and how Profiles relate to Registrations.

Overview of editing general settings for the event's Reviewer Portal, including Name, Google Analytics Tracking ID, Web URL, timeout, and date/time di...

Information about tiers for reviews in the Speaker and Session Management module.

Instructions for managing session reviews in the Certain Speaker Portal, including acceptance, rejection, review routing, and filtering.

A PDF guide detailing how to build dynamic email templates using Content Blocks and Display Rules, with content adapting based on registration values.

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.

Guide to using the Auto-Match Roommates feature, including summary, auto-match, and roommate matching preferences.

Help article describing how to set up and manage hotels for an event, including adding hotels, editing details, and aligning with registration forms.

Instructions for the Events Calendar Web Page: how it displays active events and how to filter by Live status or by a report.

Documentation on configuring report grouping for events, including grouping levels, sort criteria, date grouping, and print options.

Instructions for creating and managing Consolidation Reports across multiple events in the current account.

A summary of all payments and refunds for all events in the current account, grouped by payment type and date processed.

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.

Post-event tasks to clean up the database and reconcile registrations.

Instructions to go live for an event, including changing status, adjusting form dates, and testing registrations.

Step 7 provides a readiness checklist for online registrations.

Step 4 covers adding options to an event registration form, including agenda items, accommodations, payments, and logic settings.

Guidance for creating marketing elements to promote event registration, including links, websites, and email templates.

Guidance for entering basic event details in Step 2, including title, unique code, location, contacts, options, and statuses.

Guidance on importing and updating registrations in Certain, including key field precedence, preparing import files, and the step-by-step import proce...

Overview of formats for delivering reports: HTML, PDF, Excel, CSV, and TXT.

Release notes for Certain platform version 7.0.5 detailing enhancements and bug fixes.

Release notes for Certain 7.0.6 detailing enhancements and bug fixes across admin, forms, reporting, and Zoom integration.

Release notes for Certain 7.0.4 including enhancements and bug fixes.

Release notes for Certain 7.0.1 detailing enhancements and bug fixes.

Instructions for customizing the registration assistance message shown to attendees in the Certain Help Center.

You can customize error messages related to agenda items.

Overview of attendee financials including transactions, payments, refunds, invoices, and general ledger setup.

Mass actions enable updating multiple registrations at once using the Mass Action drop-down, saving time by batch updates.

FAQ covering how to create, find, edit, import, and manage registrations within the Certain platform.

Steps to import and update accommodation details for registrations, with templates and resources.

Instructions to update full capacity or inventory messages for sessions and agenda items in the Certain Help Center.

Explanation of the Primary Form designation, editing, and related behavior in Certain's form setup.

Guidelines to configure Certain Signal with ON24 for digital events.

Step 3 covers creating and customizing registration forms in the Certain Help Center.

Guidance on setting Name, Code, and Label/Display values for items in Certain, including definitions and examples.

Guide to using the Search feature across Registrations, Profiles, Events, Forms, and Websites.

Guidance for searching registrations across events and accounts, including criteria fields, operators, wildcards, pagination, and sorting.

Instructions for linking an external website to a Certain registration form.

Explains how to configure Section Header in registration forms, including Text Above Header, Header Text, and Text Below Header, defaults, formatting ...

Steps to create a new registration form, including how to access the Create a New Form page and copy an existing form.

Instructions for editing a form in the Certain platform, including left navigation functions and split-screen preview tips.

Instructions for copying an existing event using the Copy Event wizard, detailing steps, fields, and notes.

Help article describing how Reports-Only users access and use the Event List, roles, users, reports, and filtering within Certain.

The Registration Groups Quick Guide is an illustrated PDF guide for setting up and using Registration Groups in an event.

Guidance to import groups via CSV into an event, including preparation, data import mapping, and post-import steps.

Documentation for Group Reports in the Certain Help Center, including the Group Summary Report and its columns.

Guide to assigning a group to registrations in Certain's Help Center.

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 ...

Documentation for Group List in the Registration Groups module, including group management and assignment features.

Travel Configuration page for the Travel Packages sub-module, defining transfer times, statuses, transportation types, and event airports.

Instructions to add and configure Custom HTML sections in a registration form, including headers, HTML content, and display conditions.

Guide to using Custom HTML sections within registration forms, including creation, naming, and management of up to 20 sections.

Help article detailing how to include and configure the Accommodations section in registration forms, including entries, lists, payments, and room-sha...

Help center article describing how to configure Groups (Attendee Form) within the Certain platform.

Settings and instructions to configure the confirmation page for an event registration form, including email confirmations, itinerary, calendar add-on...

Instructions for verifying and editing attendee information on the Verify/Edit page of the registration form.

Configuration page to manage payment handling on the Registration Form's Payment page, including available methods and processing settings.

Guide to configuring promo codes for attendee forms, including setup, sequence placement, and error handling.

Instructions for configuring session display options, including search, filters, and calendar integration in registration forms.

Guidance on configuring and using Session Sections, Session Templates, and Speaker templates within Attendee Forms on the Certain platform.

Guidance on configuring Personal Agenda, Agenda, and Agenda Guest List sections for registration forms in the Certain platform.

Documentation describing Agenda sections for registration forms, including creation, formatting, prerequisites, and display options.

Guide for configuring and using the Questions sections in a registration form, including prerequisites, sections, verify/confirm, and backward compati...

Details on configuring and displaying Attendee Types within the Attendee Form, including display settings, waitlist, and fee options.

Overview of the Registrant Details section of the registration form, including header configuration, field selection, and options.

Guidance for configuring attendee registration forms in the Certain platform, including sections, setup information, page layouts, and advanced settin...

Help Center article describing how to create and manage registrations for an event, including attendee type, status, and registration information.

Guide to creating a new registration form in Certain's Plan > Forms, including setup, page layout, display settings, and advanced options.

Documentation describing the Forms List for an event in the Certain Help Center, including how to create and manage forms and their sections.

Instructions for using custom questions to collect information for agenda items, including question types and editing steps.

Overview of configuring an event website in Certain Help Center, including page setup, display settings, and analytics.

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

Configuration guide for email notifications when event capacity thresholds are reached.

Guide for adding and editing conference sessions in Speaker and Session Management, including session details, scheduling, webinars, and additional de...

Guide to creating and using Date Filters and Advanced Filters for supplier reports.

Instructions for displaying subtotals within groups in supplier reports, including how to display, which fields to subtotal, and how subtotals appear.

Documentation for creating and editing custom Suppliers reports in the Certain platform, including page sections and controls.

Page describing how to edit or add supplier details, including standard fields, hotel information, and venue information.

Instructions for creating and configuring up to 20 user-defined columns in Event Reports, including single-field and multi-field columns, naming, and ...

Guidance on displaying subtotals in reports, including per-group counts, grand totals, and how to configure numeric field subtotals.

Overview of the Setup Dashboard in the Certain event platform, detailing header, event details, standard modules, and additional modules for event con...

Guide to setting up and using Google Analytics in the Certain platform, including website profiles, tracking IDs, and per-page URLs.

Guide detailing essential and non-essential cookies used by the Certain platform, with browser instructions for accessing cookie data.

Configure event settings and modules for an event in the Certain Help Center.

Instructions to email a group of registrations using an email template, including selecting registrants, choosing templates, editing the message, and ...

Email template automatically sent to new digital event registrants; editable when the Digital Events module is enabled.

A detailed list of all event sessions with fields and an Excel export option; available when the Speaker and Session Management module is enabled.

Help Center article detailing how to view, filter, and manage sessions and session instances in Speaker and Session Management, including types, level...

Instructions for sending emails to attendees from the event management interface, including templates, fields, attachments, and previews.

Instructions for importing and updating registrations using the Registration Import Wizard in Certain.

The standard summary report showing complete and incomplete registrations by status, with two pie charts and a table, exportable to Excel.

Instructions for displaying subtotals in printable Profiles reports, including grouping and total options.

Account Settings security options for PCI compliance, including session timeout, password expiration, and email-related settings.

Administrators can limit fields affected by data reformatting on the Data Format page.

Documentation for configuring e-commerce accounts in the Certain platform, including processor options and account settings.

Guidance on profile data, custom questions, and default field settings in Certain's registration system.

Instructions for copying an existing Account or System Report using the Report Copy Wizard in Certain.

Overview of account-level settings for all users and administrators, including reports, management features, and integrations.

Instructions for sending confirmation emails to registrants who have made partial payments in the Certain platform.

Release notes for the Fall 2025 Release #3 (8.3.39) covering enhancements, Stripe integration, and bug fixes.

Release notes for the 2025 Fall Release #2 (8.3.38) of the Certain platform.

Fall 2025 release notes for version 8.3.37, detailing bug fixes to Agenda Display Options, Registration, and Session Import.

Release notes for the 2025 Summer Release #6 (8.3.36), detailing fixes across agenda items, asset uploads, badges, display rules, event copy, registra...

Details of the 2025 Summer Release #3 (8.3.33.1), including Stripe Standard Connect enhancements, On-Demand Badges, and bug fixes.

Infographic explaining how to measure event impact across the buyer journey and connect events to business outcomes.

Guide detailing engagement-focused event marketing best practices to maximize ROI.

A guide on ROI for event marketing and how to analyze event data using Certain's solutions.

Unified reporting and intelligence for events across the Certain platform, enabling end-to-end insights, ROI tracking, and program optimization.

Certain's enterprise-grade event management platform orchestrates attendee journeys, AI-powered personalization, and data-driven insights to drive ROI...

Event Intelligence centralizes all event data, provides data-driven recommendations, and visualizes performance to improve attendance, engagement, and...

Explains how to evaluate event impact across the full buyer journey and includes downloadable resources from Certain.

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 teams to identify high-potential prospects, personalize follow-up, and drive better event outcomes.

Article describing how to tag attendee statuses and sessions for attendees in Touchpoint.

Overview of speakers and sessions from Platform to Touchpoint, with related articles and feedback.

Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.

Guide to applying percentage discounts to event registrations via promo codes or logic-based rules.

Overview of Content Display concepts for event forms, websites, and emails, including Display Fields, Content Blocks, and Display Rules.

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

Information about navigating main event components within your account, including the Event List and event-specific tabs: Plan, Promote, Manage, Engag...

Documentation on creating and managing custom registration statuses for attendees.

Learn how to enable and use Web Integration Links to customize attendee experiences by inserting dynamic data into emails and forms.

Guide on identifying potential duplicate registrations when an event has more than 5,000 registrations, using an exported Excel file.

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

Instructions to troubleshoot when payments saved on a form are not processed during complete registrations.

Tips on chargebacks, adjustments, test payments, and refunds for payments and transactions.

Overview of common Cybersource payment errors and how to resolve them for e-commerce accounts.

Guide to creating cancellation fees for registrations and agenda items, and processing refunds.

Guidance on enforcing email uniqueness for forms and resolving login errors when an email address already exists.

Step-by-step guide to auto-assign a Speaker Attendee Type using form logic in the Certain platform.

Instructions for enabling the Forgot Password Reset Link in registration forms and describing each field in the setup.

Instructions for creating and configuring Custom Registration Questions for event registrations.

Step-by-step iOS quickstart for the Certain Check-In app, including prerequisites and how to use the guest list, check-ins, and sessions.

Instructions to embed a form URL in a QR code to direct registrants to a specific form after scanning.

The Event Registration Chronicles dashboard helps analyze the pace of registrations across events, with filters and a screenshot-ready view for docume...

Overview of the Single Event View in Event Intelligence, including charts and metrics for single-event analysis.

Key Metrics is a dashboard that provides a high-level view of event performance, including registrations vs goals, ROI, and audience details.

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

Instructions to tag registration statuses with 'Touchpoint: Synced' to sync registrants from Certain Platform to Touchpoint.

Guidance on avoiding duplicate usernames by marking registrations as Test instead of deleting profiles.

Guide to linking an existing Speaker Profile to an Event Registrant, using a form or direct registration.

Instructions for deleting test registrations and restoring them, including single and mass actions.

Instructions for assigning speakers at the session level or per-instance level, including master speakers and per-instance speakers.

Guidance on creating multiple catalogs for a single event, syncing data, and configuring catalogs in the Certain platform.

Documentation on configuring logic rules to display, hide, or assign items in forms, and to trigger emails or errors based on attendee responses.

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

Guidance on adding custom questions to a form in the Certain platform.

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

Instructions to create an account-level report to export attendee details for each event.

Instructions for issuing and processing partial refunds in the Certain platform

This article explains how to use agenda items and logic rules to apply discounts to registrations in the Certain platform.

Details about how event fees expire and how to change fee amounts on items and registrations in Certain.

Information about changing the currency used for an event by updating the payment processor.

Instructions to create and filter a Registration History Report to identify registrants who received an email.

Overview of how to create a Registration Changes Report, including eligibility, steps, and export formats.

Overview of common Signal Flow errors and recommended steps to resolve issues in registrations, retries, and third-party integrations.

Guide to configuring Signal outbound flows to ON24 for registering or cancelling attendees in digital events.

Instructions for assigning master and specific speakers to sessions and their instances in the Certain platform.

When adding Speakers to a Session with Instances, an Alert will display to give the option of including that Speaker to associated instances.

Real-time dashboards and analytics for check-in data in Certain's Engage platform.

Documentation for configuring the Check-In basic settings in Certain's Engage platform.

Instructions to enable and configure session check-ins for the Certain Check-In app, including walk-in permissions and capacity limits.

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

Group List helps you create and manage registrant groups, assign attendees, enforce group-based form restrictions, and track group counts.

Warning against using Sel? and Web? options for Agenda Item Questions and how these options can remove agenda items from registrations.

Notes on when to select an email template for accepted registrations in Certain's workflow.

Guide to using the Registration Groups as Promo Codes module in Certain.

An eBook guiding marketers on transforming event attendees into long-term brand advocates through AI and event intelligence.

A playbook outlining how event engagement data connects events to measurable business results through planning, pre-event, during-event, and post-even...

An enterprise-focused overview of how events drive lead generation, engagement, and brand growth in B2B marketing.

A marketing brochure describing how Event Automation helps marketers manage events, capture attendee insights, engage attendees, and optimize event ma...

A structured guide outlining data-driven strategies for event planning, budgeting, data orchestration, and technology selection.

A guide on delivering business objectives through digital events by leveraging seamless integrations, branding, and attendee insights.

A concise guide explaining the value of mobile event apps for attendee insights and ROI, including a Top Ten list of benefits.

A whitepaper on blending digital tools and in-person events to drive engagement, generate leads, and enhance post-event follow-up across marketing and...

A co-branded marketing brochure illustrating segmentation, email marketing, attendee data capture, and data integration for event-driven marketing wit...

Marketing executives can use Certain to drive ROI from events through attendee data, personalization, and insights.

Certain’s consulting team provides event management consulting, implementation, and insights to optimize event performance.

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...

Video on demand content describing how to measure the business impact of events using attendee management and analytics.

Infographic about combining data from marketing automation and events to deliver ROI. Includes resources and solutions for event marketers.

Certain launches Session Advisor AI, an AI-powered personalization solution delivering tailored session recommendations at scale for event management.

InEvent partner page describing the InEvent event management platform and its reach, including trust by Coca-Cola and Amazon, serving virtual and hybr...

Capture Technologies delivers efficient on-site solutions for events, specializing in badge printing, registration, and attendee management.

FAQ explaining what event management software is and its capabilities.

Overview of data-driven marketing and its impact on event ROI, with steps to implement.

A guided approach to capturing and leveraging event data to engage attendees and maximize ROI using AI-powered insights.

A guide to setting measurable event goals and aligning them with the buyer's journey across funnel stages.

Blog recap of a webinar on event data and AI, including Touchpoint Ignite and data-driven strategies for ROI.

Explains how AI-powered event intelligence accelerates the buyer journey by analyzing engagement data, predicting actions, and personalizing attendee ...

Certain helps run engaging events, personalize attendee experiences, and turn engagement into buying signals to accelerate buyer journeys and deliver ...