Registration Setup

Overview of managing the Event Registration Contact for an event, including creation, editing, and display of contact information.

Documentation on configuring and editing the Registration Contact in the Certain platform.

Instructions to close registration for an event in Certain: two options—via Forms or via Event Status.

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...

Overview of creating and modifying system users and assigning user types within a Certain account.

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

Overview of account administration in the Certain platform, including Account, Sub-Accounts, Users, Display, and Account Usage settings.

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

Instructions for modifying details of a single registration in the Certain platform, including the overview, profile, questions, agenda, sessions, fin...

Mass actions enable you to perform actions on a group of registrations from the Mass Action drop-down list.

Methods to locate a specific registration in Certain using the Event Dashboard, queries, and reports.

Overview of three methods for entering registration information: manual entry, data import, and online registration forms.

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 about sending emails for accepted registrations and when to select an email template.

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

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

Guide to creating and managing groups for registration groups in events, including assignment and group details.

Documentation on configuring a Groups section for attendee forms, including prerequisites, display options, validation, and messages.

Instructions for the Verify/Edit Info page in the attendee form, including labels, section headings, and customization options.

Details on configuring promo codes for the Attendee Form, including placement, fields, and error messages.

Options to configure Personal Agenda, Agenda, and Agenda Guest List sections for the registration form.

Details on agenda sections for registration forms, including limits, prerequisites, and configuration.

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

Instructions for managing a registration for an event, including attendee contact information and registration data such as Attendee Type and Status.

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

Overview of the Forms List in the Event Forms area, including form actions and sections.

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

Instructions for selecting registrants and sending an email using a template, including attachments and itinerary options.

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-level security options for Certain account users, including session timeout, password expiration, and email-related settings.

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

Instructions for creating and using custom display fields to configure event displays in Certain's platform.

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

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

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.

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

Instructions to update personal user information and password in the Certain Help Center.

Instructions for adding and configuring Custom HTML sections on a registration form in Certain.

Article describing how to use Custom HTML sections in the registration form and how to manage sections.

Guide to configuring the Accommodations section of Attendee Forms, including Entry, Date collection, listing, payment options, and room roommate setti...

Guide to configuring payment handling options on the Payment page of a registration form in the Certain platform.

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

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.

Guide to configuring and using questions in the registration form, including prerequisites, sections, verification, and backwards compatibility notes.

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

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

Help article detailing account financial settings including organization details, tax information, invoice numbering, e-commerce accounts, and tax cod...

Guide for creating and managing sub-accounts within a Certain account, including account settings and data handling.

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

Details about attendee types, their configuration, fees, and room visibility in Certain's event platform.

Documentation for configuring Basic Settings of Certain Check-In, including Temporary Access Code, Guest List fields, and print options.

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

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

Instructions to assign, update, and cancel session instances for existing registrations via the Registrations > Import page.

Summary report showing completed registrations grouped by attendee type with bar and pie charts and a report table.

Administrator-controlled reformatting rules for registrant text on events.

Guidance on tracking account usage and billable transactions, with details on events, registrations, imports, and test registrations and how to genera...

Overview of Account Reports, System Reports, and Role-Based Reports with actions to preview, edit, delete, favorite, copy, or create reports, and filt...

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.

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.

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.

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.

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

Instructions for configuring Single Sign-On in Certain's event platform for administrator users.

Guide to using and editing event-level invoice templates, including templates, editing sections, and account-level invoices.

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.

Documentation for managing users and account settings in the Certain platform.

Guide for assigning user types to Certain Users and the permissions of each User Type.

Instructions for tagging standard and custom registration statuses and related API notes.

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

FAQ for configuring and using forms in the Certain platform.

Guidance for creating and managing Users within a Certain account, including user types, visibility, and password handling.

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

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

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

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...

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

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.

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.

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.

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

Guidelines to configure Certain Signal with ON24 for digital events.

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

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

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 ...

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 ...

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

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

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

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

Overview of available user types and how to assign access and permissions in Certain.

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

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.

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.

Instructions for administrators to configure a PayPal account within Certain.

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.

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.

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.

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

There is no option within Certain Platform to delete Sub-Accounts; you can remove access to a specific Sub-Account for all Users.

Instructions to grant or revoke full credit card number access for a user in Certain's account management.

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

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.

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

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.

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 ...