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Event Setup: Contact
Overview of managing the Event Registration Contact for an event, including creation, editing, and display of contact information.
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Event Setup: Contact
Documentation on configuring and editing the Registration Contact in the Certain platform.
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How to Close Registration for an Event
Instructions to close registration for an event in Certain: two options—via Forms or via Event Status.
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General FAQ - Importing Registration Data
Instructions for importing registrations into events on the Certain platform, including external files and marketing automation integrations.
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General FAQ - Managing Registrations
Overview of how registrations and profiles are created and managed for events in Certain's platform.
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General FAQ - Managing Profiles
Overview of managing profiles and registrations in the Certain platform, including custom profile data, profile management, email messaging, and onlin...
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General FAQ - Setting Up Users
Overview of creating and modifying system users and assigning user types within a Certain account.
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Event FAQ - Working with Agenda Items
Guide for creating, editing, and managing agenda items in events, including types, inventory, fees, and labels.
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Administration Overview
Overview of account administration in the Certain platform, including Account, Sub-Accounts, Users, Display, and Account Usage settings.
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Profiles FAQ - Inviting or Registering Profiles
Instructions for inviting or registering profiles for an event, including selecting profiles, applying filters, and managing registrations.
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Registrations FAQ - Modifying Registration Details
Instructions for modifying details of a single registration in the Certain platform, including the overview, profile, questions, agenda, sessions, fin...
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Registrations FAQ - Updating a Group of Registrations
Mass actions enable you to perform actions on a group of registrations from the Mass Action drop-down list.
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Registrations FAQ - Locating a Registration
Methods to locate a specific registration in Certain using the Event Dashboard, queries, and reports.
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Registrations FAQ - Creating Registrations
Overview of three methods for entering registration information: manual entry, data import, and online registration forms.
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Sel? and Web? options
Warning about using Sel? and Web? options for Agenda Item Questions and their impact on agenda items and registrations.
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Custom Questions
Guide to adding and managing custom questions for event registration in Certain.
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Send Email for accepted registrations
Instructions about sending emails for accepted registrations and when to select an email template.
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General FAQ - Sending Emails
General FAQ describing how the system sends emails and how to send messages to groups or individuals.
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General FAQ - Tips for Names, Codes, and Labels
Guidelines for Names, Codes, and Labels when creating items like Questions, Sessions, and Attendee Types in Certain.
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Search For Registrations
Instructions for searching registrations across events and accounts, including criteria, operators, wildcards, and results navigation.
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Forms FAQ - Creating a New Form
Instructions to create a new registration form in the Certain platform, including navigation steps and related articles.
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Group List
Guide to creating and managing groups for registration groups in events, including assignment and group details.
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Groups (Attendee Form)
Documentation on configuring a Groups section for attendee forms, including prerequisites, display options, validation, and messages.
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Verify / Edit Info (Attendee Form)
Instructions for the Verify/Edit Info page in the attendee form, including labels, section headings, and customization options.
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Promo Codes (Attendee Form)
Details on configuring promo codes for the Attendee Form, including placement, fields, and error messages.
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Agenda Display Options (Registration Form)
Options to configure Personal Agenda, Agenda, and Agenda Guest List sections for the registration form.
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Agenda (Registration Form)
Details on agenda sections for registration forms, including limits, prerequisites, and configuration.
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Registrant Details (Attendee Form)
Overview of the Registrant Details section for attendee registration, including headers, field selection, registrant information, and display options.
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Create a Registration
Instructions for managing a registration for an event, including attendee contact information and registration data such as Attendee Type and Status.
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Create a New Form
Documentation for creating and configuring a registration form in Certain's planning platform, including setup, sections, layout, and advanced setting...
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Forms List
Overview of the Forms List in the Event Forms area, including form actions and sections.
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Questions
The Questions page explains how to create and configure custom questions for registration forms and related areas in Certain.
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Email a group of registrations
Instructions for selecting registrants and sending an email using a template, including attachments and itinerary options.
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All Registrations By Status
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...
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Security Settings
Account-level security options for Certain account users, including session timeout, password expiration, and email-related settings.
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Copy Registration Form
Instructions to copy an existing registration form on the Certain platform.
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Custom Display Fields
Instructions for creating and using custom display fields to configure event displays in Certain's platform.
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Event Setup: Attendee Types
Overview of Attendee Types and how to set them up in the Certain platform.
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Importing Registrations
Guidance on importing or updating Registrations in Certain using key fields and import steps.
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Labels for Registration Assistance Link
You can customize the message shown to an attendee if they click the link for registration assistance. HTML tags can be included in the text.
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Agenda Item Error Messages
Help article describing customizable error messages for agenda items in the Certain platform.
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My User Information
Instructions to update personal user information and password in the Certain Help Center.
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Custom HTML Section Details (Registration Form)
Instructions for adding and configuring Custom HTML sections on a registration form in Certain.
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Custom HTML (Registration Form)
Article describing how to use Custom HTML sections in the registration form and how to manage sections.
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Accommodations (Attendee Form)
Guide to configuring the Accommodations section of Attendee Forms, including Entry, Date collection, listing, payment options, and room roommate setti...
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Payment Options (Registration Form)
Guide to configuring payment handling options on the Payment page of a registration form in the Certain platform.
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Session Display Options (Registration Form)
Settings to customize how sessions are displayed in the registration form.
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Questions Section Details (Registration Form)
Instructions for adding and editing a Questions Section in a registration form, including headers, questions, and display conditions.
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Questions – (Header Details)
Configure the details of a header used to separate groups of questions on the Verify and Confirm pages of a registration form.
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Questions (Registration Form)
Guide to configuring and using questions in the registration form, including prerequisites, sections, verification, and backwards compatibility notes.
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Form Setup (Attendee/Registration Form)
Documentation on configuring attendee registration forms, their sections, and advanced settings in Certain.
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Agenda Items: Advanced (Custom Questions)
Legacy feature to assign custom questions to agenda items for event registrations; includes cautions and best practices.
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Financial
Help article detailing account financial settings including organization details, tax information, invoice numbering, e-commerce accounts, and tax cod...
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Sub-Accounts
Guide for creating and managing sub-accounts within a Certain account, including account settings and data handling.
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Account Settings
Account Settings page detailing user information, reports, administrator tasks, and configuration options in the Certain Help Center.
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Attendee Types
Details about attendee types, their configuration, fees, and room visibility in Certain's event platform.
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Check-In: Basic Configuration
Documentation for configuring Basic Settings of Certain Check-In, including Temporary Access Code, Guest List fields, and print options.
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Setup Dashboard
The Setup Dashboard is the planner’s home page for configuring event details, attendee types, questions, schedules, reports, forms, emails, and additi...
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Query (Find) Registrations
The Query Registrations page enables you to quickly find registrants using detailed searches.
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Import Registration Session Instances
Instructions to assign, update, and cancel session instances for existing registrations via the Registrations > Import page.
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Completed Registrations by Attendee Type
Summary report showing completed registrations grouped by attendee type with bar and pie charts and a report table.
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Data Format
Administrator-controlled reformatting rules for registrant text on events.
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Account Usage
Guidance on tracking account usage and billable transactions, with details on events, registrations, imports, and test registrations and how to genera...
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Account Report List
Overview of Account Reports, System Reports, and Role-Based Reports with actions to preview, edit, delete, favorite, copy, or create reports, and filt...
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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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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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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.
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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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Custom Statuses
Overview of standard and custom registration statuses for events in the Certain platform.
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SSO Configuration
Instructions for configuring Single Sign-On in Certain's event platform for administrator users.
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Event Invoices
Guide to using and editing event-level invoice templates, including templates, editing sections, and account-level invoices.
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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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User Information
Documentation for managing users and account settings in the Certain platform.
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Assigning User Types
Guide for assigning user types to Certain Users and the permissions of each User Type.
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Registration Statuses (for tags)
Instructions for tagging standard and custom registration statuses and related API notes.
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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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Forms FAQ
FAQ for configuring and using forms in the Certain platform.
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Creating User Accounts
Guidance for creating and managing Users within a Certain account, including user types, visibility, and password handling.
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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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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.
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Reports FAQ - Define Report Export Actions
Guidance on configuring mass actions that run automatically when exporting a report.
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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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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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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.
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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.
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Auto-Match Roommates
Guide to using the Auto-Match Roommates feature, including summary, auto-match, and roommate matching preferences.
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Hotels
Help article describing how to set up and manage hotels for an event, including adding hotels, editing details, and aligning with registration forms.
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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.
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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 6
Guidance for creating marketing elements to promote event registration, including links, websites, and email templates.
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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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Registrations FAQ
FAQ covering how to create, find, edit, import, and manage registrations within the Certain platform.
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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.
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Search
Guide to using the Search feature across Registrations, Profiles, Events, Forms, and Websites.
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Forms FAQ - Linking Website to Forms
Instructions for linking an external website to a Certain registration form.
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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 ...
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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.
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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 ...
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Travel Configuration
Travel Configuration page for the Travel Packages sub-module, defining transfer times, statuses, transportation types, and event airports.
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Supplier Detail Information
Page describing how to edit or add supplier details, including standard fields, hotel information, and venue information.
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Digital Events Email Templates
Email template automatically sent to new digital event registrants; editable when the Digital Events module is enabled.
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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.
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Assigning User Types
Overview of available user types and how to assign access and permissions in Certain.
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Registration Groups in Certain
Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.
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Content Display
Overview of Content Display concepts for event forms, websites, and emails, including Display Fields, Content Blocks, and Display Rules.
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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.
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Web Integration Links
Learn how to enable and use Web Integration Links to customize attendee experiences by inserting dynamic data into emails and forms.
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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.
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Managing Registrations: Working with Profiles
Instructions for creating and managing Profiles within the Certain platform, including manually creating Profiles, importing Registrations, inviting o...
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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.
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Administrators - PayPal Setup Requirements
Instructions for administrators to configure a PayPal account within Certain.
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Managing Registrations - Cancellations and Refunds
Guide to creating cancellation fees for registrations and agenda items, and processing refunds.
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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.
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Assigning Speaker Attendee Type Using Logic
Step-by-step guide to auto-assign a Speaker Attendee Type using form logic in the Certain platform.
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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.
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How to set up Custom Registration Questions
Instructions for creating and configuring Custom Registration Questions for event registrations.
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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.
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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...
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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.
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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.
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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.
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Syncing Registrants to Touchpoint from Platform
Instructions to tag registration statuses with 'Touchpoint: Synced' to sync registrants from Certain Platform to Touchpoint.
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Duplicate Profile Usernames And Deleting Profiles
Guidance on avoiding duplicate usernames by marking registrations as Test instead of deleting profiles.
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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.
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Deleting and Restoring Single or Multiple Registrations
Instructions for deleting test registrations and restoring them, including single and mass actions.
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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.
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Administrators - Account-Level Custom Profile Data
Overview of account-level profile data, custom questions, and default fields in Certain Platform.
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Adding Questions to a Form
Guidance on adding custom questions to a form in the Certain platform.
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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.
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Removing Access to a Sub-Account
There is no option within Certain Platform to delete Sub-Accounts; you can remove access to a specific Sub-Account for all Users.
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Adding/Removing Full Credit Card Information Access for a User
Instructions to grant or revoke full credit card number access for a user in Certain's account management.
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Changing the Currency Used in an Event
Information about changing the currency used for an event by updating the payment processor.
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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.
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Signal Outbound Flows for Digital Events (ON24)
Guide to configuring Signal outbound flows to ON24 for registering or cancelling attendees in digital events.
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Check-In: Basic Configuration
Documentation for configuring the Check-In basic settings in Certain's Engage platform.
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Custom Questions
Overview of using custom questions to collect event-specific registration data in Certain.
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Group List
Group List helps you create and manage registrant groups, assign attendees, enforce group-based form restrictions, and track group counts.
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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.
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Send Email for accepted registrations
Notes on when to select an email template for accepted registrations in Certain's workflow.
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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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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 ...