Registration Setup

Overview of how Session Tracks are used to group sessions, filter by attendees, and assign reviewers in Certain's event management platform.

Instructions to add existing profiles to a new event by importing registrations or inviting profiles.

Overview of navigating main event components within your account, including the Event List tab and Event-specific tabs (Plan, Promote, Manage, Engage,...

Overview of Attendee Types and how to set them up in the Certain platform.

Overview of the Accommodation Module in Certain, including enabling, statuses, hotels, room types, blocks, sub-blocks, forms, and roommate management.

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

Guide describing how to modify hyperlink appearance on forms and websites using CSS.

Guidance for locating and modifying a single Registration in Certain, including searching by status, criteria, or reports and editing fields across Ov...

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

Guidance on configuring email uniqueness in forms to prevent duplicate registrations within events or accounts, including how to select the appropriat...

Entry Page is a page on your Form that can serve as a landing page with Event information, a waiver form that attendees must agree to before registeri...

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

Instructions for automatically assigning Speaker Attendee Type using Logic in a form within Plan > Event Setup > Attendee Types.

Instructions to embed a Google Map into a form by copying embed HTML from Google Maps.

Instructions to enable a Forgot Password reset link on a form's Entry page, including field definitions used in the password reset flow.

Instructions to copy Confirmation Emails to CC recipients by using the cc: field in the event form confirmation settings.

Instructions to close registration for an event by adjusting the Form Close date or Form status, or by changing the Event Status, with notes on Post-E...

Explanation of how Certain Platform timestamps display in Pacific Standard Time (PST), including Event Setup time zones, Add to Calendar behavior, and...

Instructions for importing registrations into events on the Certain platform, including external files and marketing automation integrations.

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

Overview of managing profiles and registrations in the Certain platform, including custom profile data, profile management, email messaging, and onlin...

Guidance on configuring online forms for registrations in Certain's event platform, including sections and logic.

Guide for creating, editing, and managing agenda items in events, including types, inventory, fees, and labels.

The standard summary report All Registrations By Status shows the number of complete and incomplete registrations for an event, grouped by registratio...

Instructions to specify a custom header and footer for reports, including supported formats and data-field insertion.

Overview of the Profiles area in the Certain Help Center, including Find, Add, and Import Profiles and how Profiles relate to Registrations.

Configuration guide for the Review Sessions page in the Reviewer Portal, detailing Session Details and Review Details sections.

Instructions for configuring reviewer portal pages, including adding pages, icons, layouts, and previews.

Instructions for branding and footer configuration in the Reviewer Portal for events.

Configuration guide for the My Information page in the Reviewer Portal.

Instructions for configuring the login page in the Reviewer Portal, including background image, sign-in options, and layout.

Instructions for configuring the color palette and navigation bar in the Reviewer Portal of the event management system.

Settings page for configuring general settings of the event's Reviewer Portal.

Instructions for enabling and configuring the Reviewer Portal within Certain Help Center. Includes background steps and navigation details.

Tier: Add/Edit explains how to create or update a Tier in Certain's event management system, detailing fields for Tier Name, Due Date, visibility, pri...

Guidance on creating and managing accommodation sub-blocks for an event, including adding sub-blocks and inventory management.

On this page you set up the hotels used in your account for events, including hotel list, details, and supplier information.

Introductory help center article describing the Accommodation Guide PDF for the Accommodation Module in Certain.

Options for display and print settings of event reports in Certain.

The article explains how to add a form URL in a QR Code to automatically direct registrants to a specific form after scanning their QR code, including...

The Event Registration Chronicles dashboard analyzes the pace of registrations for a series of events and supports post-event analysis and in-process ...

Guide to using the Performance Dashboard for reviewing a single event's registrations, attendance, and demographics within Event Intelligence.

Key Metrics dashboard provides executives with a high-level view of event performance, including registrations, attendance, engagement, ROI, and relat...

Guidance on preventing invalid profiles by not deleting registrations and marking them as 'Test' registrations.

Guidance on importing or updating Registrations in Certain using key fields and import steps.

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

Instructions for removing test registrations and restoring registrations using mass action in Certain's Event platform.

Overview of creating and importing reviewers, and configuring reviewer emails in the Certain platform's Session Reviews.

The Reviewer Portal Page Layout article describes how to edit the Reviewer Portal Page, Reviewer Profile Layout, and Session Layout. Includes note abo...

ACH refunds cannot be processed through Certain Platform. Refunds must be processed by your payment processor, after which you should add a refund to ...

Learn how to use agenda items and logic rules to apply discounts to registrations. Step-by-step guide to create the agenda item, a trigger question, a...

How to mass download profile images captured in registration records by creating a Registrations report and adding a custom column with a clickable im...

Certain supports tracking page hits to registration forms and event websites via a seamless integration to Google Analytics. The article provides inst...

Post-event tasks to clean up the database, update registrations, issue refunds, settle balances, fulfill orders, and report attendee responses.

Instructions for going live with an event, updating registration forms, and handling existing registrations.

Guidance on planning and creating reports for registrant data in Build and Manage an Event.

Step 7 covers readiness for registrants, including testing forms, websites, external links, monitoring registrations, payment processing, and attendee...

Guidance on adding options to registration forms, including agenda, accommodations, payments, and logic.

Step 6 in Build and Manage an Event describes creating marketing elements to promote event registration.

Step 2 covers filling in basic event details and best practices for titles, unique codes, locations, contacts, options, and attendee management.

Documentation on the improvements to the Global Search feature in Certain Platform 8.0, including additional search conditions and new Event-related r...

Instructions for inviting or registering profiles for an event, including selecting profiles, applying filters, and managing registrations.

Release notes detailing enhancements and bug fixes for the Certain 7.1.5 release across APIs and UI components.

Release notes for Certain 7.1.4 covering bug fixes across Admin Interface, Country List, Email, Forms, Groups, Reporting, and Session Management.

Release notes for Certain 7.0.7 covering bug fixes across admin interface, API, forms, invoices, and 508 compliance.

Release notes for Certain 7.0.1 including enhancements and bug fixes.

Help article describing customizable error messages for agenda items in the Certain platform.

Overview of account settings and the Administration, Registrations, Management, Reports, and Implementation sections in the Certain Help Center articl...

Help article describing how to view and assign sessions to attendees, change status, and related features in Speaker and Session Management.

Instructions for changing details of a single registration in the Certain Help Center, including navigation to Overview, Profile, and related sections...

Mass actions enable you to perform actions on a group of registrations from the Mass Action drop-down list. Examples include Changing Basic Actions, C...

Guidance on locating a registration in Certain: use the Event Dashboard, registrations reports, and the Badge Report.

Overview of three methods for entering registration information into an event database in Certain.

Matched Roommates article explains the list of all matched roommate pairs, including manual and auto-matched reservations, and how the data columns an...

Warning about using Sel? and Web? options for Agenda Item Questions and their impact on agenda items and registrations.

Guide to adding and managing custom questions for event registration in Certain.

Instructions for linking an external website to a Certain form by using the registration form URL copied from Plan > Forms > Preview.

Guidance on ordering form items such as registrant details, attendee types, questions, and agenda items within the Form Setup Page Layout, including O...

Instructions to create a new registration form in the Certain platform, including navigation steps and related articles.

Instructions for editing a form in the Certain platform, including steps and navigation.

Instructions for previewing a form in Certain's Forms feature, including split-screen edit mode and form preview steps.

Frequently asked questions about forms in the Certain Help Center.

One form per event must be designated as its Primary Form. Learn how to designate, switch, and view the primary form and related notes.

Summer Release #3 (Certain 8.3.8) introduces a new form section to streamline registration for guests or additional attendees with a grid for up to 20...

Instructions for configuring digital sessions with Certain Platform, Signal, and webinar providers (Zoom/ON24).

Step 3 covers creating and customizing registration forms for event management, including registrant details, attendee types, questions, verification,...

General FAQ describing how the system sends emails and how to send messages to groups or individuals.

Guidelines for Names, Codes, and Labels when creating items like Questions, Sessions, and Attendee Types in Certain.

Instructions for searching forms across events and accounts in the Certain Help Center, including search criteria, wildcards, result paging, and openi...

Guidance on using the search feature in the Certain Help Center to locate records across Registrations, Profiles, Events, Forms, and Websites.

Instructions for searching registrations across events and accounts, including criteria, operators, wildcards, and results navigation.

Help article detailing how to configure profile form fields for the My Profile section in Certain.

Instructions to add or edit a Custom HTML section on a registration form in Plan > Forms > Custom HTML, including headers, data fields, page HTML, and...

Guidance on adding and managing Custom HTML sections within registration forms on the Certain platform, including creating, editing, copying, and dele...

Logic Rules (Attendee Form) explains how to create form logic rules to control display and processing on the registration form.

The Additional Registrations section enables attendees to enter more than one registrant on a single order form, and process or pay for all of the reg...

Accommodations module for attendee registration with setup steps, entry, list, and customization options.

The Verify / Edit Info (Attendee Form) article explains how registrants review and edit their registration, view a summary, modify each registration p...

Configuration guide for payment handling on the Registration Form in Certain Help Center.

Settings to customize how sessions are displayed in the registration form.

Agenda Section Details (Registration Form) article describing how to add and configure agenda sections on a registration form, including headers, type...

Configuration options for Agenda sections within the Registration Form, including Personal Agenda, Agenda, and Agenda Guest List.

Agenda sections on a registration form allow attendees to select agenda items. You can add up to 40 Agenda sections. Examples include Session Breakout...

Instructions for adding and editing a Questions Section in a registration form, including headers, questions, and display conditions.

Configure the details of a header used to separate groups of questions on the Verify and Confirm pages of a registration form.

Documentation on configuring and using the Questions sections in the Registration Form for events in the Certain platform.

Overview of configuring and using SSO in Certain, including Admin, Attendee, and Check-In App SSO types, setup steps, and per-portal usage.

Guide on using the built-in Forgot Password feature in Certain forms, including email template setup and form configuration.

Help article detailing the Entry Page (Attendee Form) in Certain's registration forms, including access options, permissions, waiver, credentials, pas...

Overview of the Registrant Details section for attendee registration, including headers, field selection, registrant information, and display options.

Documentation on configuring attendee registration forms, their sections, and advanced settings in Certain.

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

Documentation for creating and configuring a registration form in Certain's planning platform, including setup, sections, layout, and advanced setting...

Instructions to copy an existing registration form on the Certain platform.

Forms List is a help article describing how to view and manage forms for an event, including creating, copying, showing inactive forms, and the availa...

Legacy feature to assign custom questions to agenda items for event registrations; includes cautions and best practices.

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

Documentation on grouping reports with up to three levels, including sorting, date grouping, and display options.

Documentation on configuring display, formatting, data output, and print settings for Supplier Reports in the Certain platform.

Help center article describing how to edit or add supplier records and the fields stored for each supplier in the Certain platform.

Instructions to customize headers and footers for a custom report across formats, including dynamic data fields and the HTML Editor.

Options to control display and print formatting for Event Reports in the Certain Help Center.

The Setup Dashboard is the planner’s home page for configuring event details, attendee types, questions, schedules, reports, forms, emails, and additi...

Help article detailing how to create and edit event-level printable confirmation templates, including header, introduction and closing, footer, sectio...

Concise overview of the Speaker and Session Management module presented as a linked PDF within the Certain Help Center, including access instructions ...

A report listing attendee counts for each session instance, with drill-down registrations and Excel export.

Overview of managing agenda items for attendees in Certain's event registration tool, including adding items, statuses, and guest lists.

Attendee Overview page in the Certain Help Center shows a detailed, sectioned summary of a selected attendee's information, including profile, registr...

The Query Registrations page enables you to quickly find registrants using detailed searches.

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

Instructions for assigning, updating, and canceling session instances on existing registrations via the Registrations Import page.

The All Registrations By Status report shows complete and incomplete registrations by status with two pie charts and a report table on the Event Dashb...

Account Usage article describing how administrators can track usage and generate reports, including events, registrations, imports, test registrations...

Guide to configuring account-level content blocks for emails, forms, websites, and event displays in Certain.

Account Settings page detailing user information, reports, administrator tasks, and configuration options in the Certain Help Center.

Registration Groups Quick Guide explains how to set up and use Registration Groups in an event and how to enable the Registration Groups sub-module.

Guide explaining how to configure the Send Email action for accepted registrations and when to use an email template.

Guide to configuring travel with flights and flight packages in Certain, including enabling Travel Packages, configuring travel settings, and generati...

Guide to using the Registration Groups as Promo Codes module in Certain, including the Promo Code Wizard, discounts, availability, imports, reports, f...

Detailed guide to enabling and using Speaker and Session Management and Conference Sessions in Certain, including portals, setup, scheduling, reviews,...

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

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

This article explains how to add questions to a registration form using Custom Profile questions, Question Sections, and Logic Rules in the Certain pl...

Cancellation fees are not assigned when a registration is incomplete; guidance to ensure fees are applied by marking Registrants as Complete.

Guidance on handling partial payments when adding registrations to a form, and how to mark additional registrations as Complete.

Instructions on customizing default error messages for form fields, agenda items, and session timeouts in event planning (Plan > Form).

Overview of the standard Registration header and navigation in the Certain Help Center.

FAQ covering registration topics in the Certain Help Center.

Guide to canceling registrations and processing refunds following the SCAR protocol.

This help page lists custom registration statuses for events, including standard statuses, registration details, and status logic.

Documentation for Check-In: Basic Configuration. Includes Temporary Access Code, Registration Status after Check-in, Registration Status on Reverting ...