Registration Management

Guide to creating and managing Attendee Types for events, including setup steps and uses.

Guidance on closing event registration using Forms or Event Status, with notes on end dates and closed messages.

Instructions for creating, editing, and managing agenda items in an event, including types, inventory, fees, and labeling.

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

A brief PDF guide describing how to set up Promo Codes for use in an event; includes enabling the sub-module and related resources.

Instructions for importing promo codes for an event using the Event Promo Code Import Wizard.

Instructions for importing discounts into an event from a CSV file using the Discount Import Wizard.

Guide detailing the Auto-Match Roommates feature in Certain's Accommodation section, including Summary, Auto-Match, and Roommate Matching Preferences ...

Steps to delete a registrant from an event in the Certain Help Center, including mass action and profile deletion, with notes about payments and test ...

Instructions for viewing imported registration data in Certain by clicking the underlined number corresponding to the state or status in All Registrat...

Guidance for managing attendee room reservations and related details in the Certain event platform.

Mass actions enable users to perform single actions on a group of registrations or records from the Mass Action drop-down list.

FAQ covering registration tasks in Certain's Help Center.

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

Instructions for searching registrations across events and accounts in the Certain platform.

Instructions for linking a website to a Certain form by copying the form URL and embedding it in site HTML.

Overview of the Registration Groups Quick Guide and how to enable the Registration Groups sub-module for an event and access the PDF guide.

Group Reports show registration counts by group and approval status for an event, with per-group drill-down and Excel export.

Instructions for assigning a group to selected registrations on the Assign Groups page.

Overview of Custom Fields for Groups in the Certain Help Center, including creation, editing, and usage.

Guide to creating and managing registrant groups for events, including assigning attendees and configuring related options.

Configuration settings for attendee travel options within the Travel Packages sub-module.

Instructions for adding and configuring Custom HTML sections within a registration form on the Certain platform.

Instructions for configuring accommodations within the Attendee Form, including entry, listing, payment options, labels, questions, and roommate setti...

Instructions and settings for configuring the confirmation page and related features of an event registration form in the Certain platform.

Documentation for the verify/edit page of the attendee form in the Certain platform.

Help Center article detailing the Questions sections for registration forms.

Details on configuring and displaying Attendee Types in the Attendee Form for event registrations, including display settings, waitlist options, and f...

The registration page contains contact information about the attendee and basic registration information, including Attendee Type and Status.

Guide to creating a new registration form in Certain's event platform, covering sections, setup, layout, and advanced settings.

Documentation on the Forms List in the Certain platform, including how forms are listed and managed.

Overview of Attendee Types, including creation, fees, capacity, and room-type visibility in the event platform.

A report showing attendee counts per session instance, with registrations, cancellations, waitlists, and attendance details.

The standard summary report All Registrations By Status shows complete and incomplete registrations grouped by registration status, including two pie ...

Overview of the Registration Dashboard in the Certain Help Center, including access, sections, and tasks.

PDF guides explain how to configure and use Certain Signal to integrate with third-party applications.

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

Details on configuring the entry page of an attendee/registration form, including permissions, waiver, login options, passcodes, and SSO.

Release notes for Summer 2025 Release #2 (8.3.32) of the Certain platform.

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.

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

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 locate and modify a registration within the Certain event management system.

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.

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.

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.

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

Instructions for importing and updating Registrations in Certain using key fields and tab-delimited files.

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.

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

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

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

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

Instructions for sending confirmation emails to registrants with partial payments by creating a partial payment email template and a logic rule.

Release notes for the 2025 Fall Release #1 (8.3.37), detailing bug fixes for Agenda Display Options, Registration, and Session Import.

Release notes for 2025 Summer Release #6 (8.3.36) covering bug fixes across agenda items, assets, badges, display rules, event copy, registrations, pr...

Release notes for 2025 Summer Release #4 (8.3.34) detailing bug fixes across agenda grouping, country list, email links, registrations data transfer, ...

Release notes for the 2025 Spring Release #7 (8.3.30) covering enhancements and bug fixes.

Step 10 describes post-event tasks to clean up data and assess event success.

Instructions to go live with an event in Certain, including updating status, managing registrations, and testing.

Step 7 provides a pre-registration readiness checklist for getting ready to accept registrations for your event.

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.

Guidance to prepare ON24 for integration with Certain's Signal, including endpoint access and API token provisioning.

Guidance on sharing webcast join details via email templates and linking to the Session Catalog for Digital Events.

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

Release notes for Certain 7.1 detailing new features and updates across Certain Digital/Signal, webinars, Touchpoint, API, reporting, and security.

Overview of the Certain 7.0 release notes, including accessibility updates, Digital Events enhancements, and enterprise features.

You can customize the message shown to attendees when they click the registration assistance link. HTML tags are supported in the text.

You can customize error messages related to agenda items.

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

Instructions for modifying details on a single registration in the Certain platform, detailing how to access and edit registration sections.

Help article outlining how to locate a registration in Certain using the Event Dashboard, queries, and reports.

Overview of three methods for entering registration information into an event database: manual entry, bulk import, and online registration forms.

Instructions for configuring the order of sections and items on a form, including page layout and encryption rules.

Instructions to create a new registration form in the Certain platform, including how to start, save, configure, and copy forms.

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

Guidance for configuring digital events and sessions with Zoom or ON24 via Certain Signal.

Guidance for configuring Certain Signal with ON24 to manage Digital Events.

Guidance on configuring digital events with Zoom or ON24 and Certain Signal, including prerequisites and step-by-step setup.

Outline for setting up digital events in Certain, including prerequisites, steps, and integrations with Zoom and ON24.

Overview of when the system sends emails and how to compose and send emails to groups or individuals.

General FAQ describing how to manage room sharing and roommate matching (RSRM) in the Certain platform.

FAQ about activating waitlists for specific agenda items on registration forms.

Instructions for creating and managing promo codes in a Certain event planning platform.

Instructions for using Custom HTML sections in registration forms, including adding, editing, and copying sections.

Documentation on Logic Rules for the Attendee Form, including definitions, rule details, conditions, actions, and package logic.

Documentation for configuring Groups in the Attendee Form, including availability, section headers, and field display options.

Configuration options for the Payment page on a registration form in Certain.

Details on configuring promo codes for attendee forms, including setup, display options, error messages, and form sequencing.

Configuration options for Session Display Options in the Registration Form, including search, filters, button labels, display formats, My Sessions, an...

Help Center article describing how to configure agenda sections within a registration form, including headers, grouping, fields, and display condition...

Documentation on configuring Personal Agenda, Agenda, and Agenda Guest List for the Registration Form.

Details on configuring agenda sections in registration forms, including limits, prerequisites, formats, and display options.

Instructions for adding and configuring a Questions section in a registration form within the Certain platform.

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

Documentation for configuring attendee/registration forms in the Certain Help Center, covering sections, setup information, layout, navigation, and ad...

Instructions to copy an existing registration form from the Forms List in Certain's Help Center.

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

Overview of fees, discounts, taxes, and custom types for agenda items, with item management and best practices.

Overview of the Setup Dashboard in the Certain Help Center for event planning.

Instructions to send an email to multiple registrations using a template, with optional attachments and itinerary.

Instructions for sending emails to registrants from the Attendee email feature in Certain Event Management.

Guidance on managing attendee agendas for registrations in Certain, including headers, personal agenda, item information, and guest lists.

Overview of the Attendee Overview page in Certain Help Center, including printing, favorites, and attendee data sections.

Instructions to import registrations, registration agenda items, or registration session instances into the event registrations database.

Overview of the Event Dashboard in Certain's platform, including both Setup and Registration Dashboards and available actions.

Help center article detailing account settings sections for All Users and Administrators, including management areas, roles, reports, and integrations...

Administrator-configurable text reformatting settings for event registration fields.

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.

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.

Overview of the Certain Event Platform tour, featuring key benefits and a CTA to contact for outcomes.

Partner profile of ON24, a marketing technology leader for live and on-demand digital experiences.

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.

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