Registration Setup

Certain Express is the fast-start edition of the Certain Platform, built for webinars, field marketing programs, and high-volume smaller events. Run s...

Learn how to configure the confirmation page of a registration form, including Section Header, Settings, Adding to Calendar, Select Confirmation, Conf...

Agenda Display Options (Registration Form) describes configuration for Personal Agenda, Agenda Search, and Agenda Guest List, including headers, displ...

Cookies in Certain is a brief PDF guide to the cookies added to registrants’ browsers by Certain forms and webpages, including essential admin-side co...

Attendee Overview is an admin page that shows a summary of a selected attendee’s details, including printing, favorites, one-click actions, profile, r...

The Registrant Details section of the registration form collects a registrant's personal contact information, including Section Header, Select Fields,...

Certain platform support guide for Form Setup (Attendee/Registration Form). Includes registration form sections, setup information (dates, status, URL...

Learn how Certain profile data is stored at the account level and how administrators use custom questions plus default profile fields, default import ...

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

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

Learn how to add and configure a Questions section in a registration form, including Questions Section Header fields, Questions selection, and Display...

Search instructions for selecting Registrations, Profiles, Events, Forms, or Websites. The steps explain choosing a field and operator, entering a val...

Learn how to add existing Profiles to a new Event as Registrations using Importing Registrations or Inviting Existing Profiles, including key field ma...

Explains why registrants see “Please wait; the page will be automatically resubmitted” during high-volume form registrations, how Concurrent Registrat...

Support article describing how to navigate the Event List and Event-specific tabs: Plan, Promote, Manage, Engage, and Reports.

Event Setup: Contact explains the Event Registration Contact, how Registration Contact information is shared across an account, how to create or edit ...

Attendee Types identify participant types within an Event. Learn possible uses and the steps to create new Attendee Types in Plan > Event Setup > Atte...

A Profile contains contact and other information for individuals who have attended Events. Learn how to create Profiles, invite Profiles to an Event, ...

Instructions for modifying a single Registration in Certain by using Manage > Registrations, Report results, and the Registration Overview tabs. Inclu...

Certain support article about enforcing email uniqueness and resolving the form login error "A registration already exists with this email address." S...

Manual Attendee Type Waitlisting setup instructions, including Event Dashboard Pending column behavior, Form Reg status set to (Do not change), waitli...

Learn how to close registration for an Event using Option 1: Forms and Option 2: Event Status, including Close date changes, Status settings, and Cust...

Instructions for deleting and restoring single or multiple “Registrations” in an Event using Search and Mass Action in the Event Dashboard.

Forms FAQ - Linking Website to Forms explains how meeting planners link a Certain registration form from an existing event-level website and from acco...

Certain support article explaining how to change the order of items on a form by configuring Forms > Setup > Page Layout and using Online Form Sequenc...

A Section Header can be configured on most registration form appearance pages by entering text under the Section Header heading, including Text Above ...

Forms FAQ - Creating a New Form. Steps to create a new registration form in Plan > Forms, using Add Form and Submit, and configuring form links in Lef...

Forms FAQ - Editing Forms explains how to edit a certain form and describes the left navigation links such as Setup, Entry, Registrant Details, Attend...

This article explains how waitlist options are activated per agenda section on forms and when the waitlist option displays for registrants.

General FAQ content explaining what a registration is, how registrations can be created, what information a registration record contains, and how regi...

General FAQ for setting up an event in Certain. Learn how events define registration foundations, then configure event setup, attendee types, statuses...

Step 8: Go Live. Instructions to set event Status to Live, open registration forms by adjusting Form Open and Close Dates, move existing registrations...

Step 9: Plan and Create Reports. Learn how to use summary reports, copy system reports, plan and test when creating custom reports, and use Groups and...

Step 7: Get Ready for Registrants includes a checklist for testing forms, websites, external links, registration monitoring, payment processing, atten...

Steps to email a group of registrations by selecting registrants, choosing an email template, composing the email message, previewing it, and sending ...

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

Agenda Item Quantities settings: choose Quantity or Quantity Label, and configure labels for Quantity = 0, = 1, = 2, and > 2 for the report “Registrat...

Instructions for setting up Reviewers, including Creating a Reviewer, Importing Reviewers, and configuring Reviewer Email Templates with Append Tool a...

Instructions for editing the Reviewer Portal Page Layout, including reviewer portal landing page options, reviewer profile layout fields, and session ...

Learn why duplicate usernames can create invalid profiles and how to mark registrations as "Test" registrations to avoid PIN errors in Certain workflo...

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

Step 3: Create and Customize Registration Forms. Includes Create Forms, Previewing Forms, Registrant Details, Attendee Type, Questions, Verify, and Co...

Administrators can manage Certain Platform profile data at the Account Level, including Custom Questions, re-ordering questions, default profile field...

Using Custom Questions to Collect Information About Agenda Items, including legacy note, best practice guidance, answer value rules, cautions, and war...

Registrations FAQ lists help-center links for creating, finding, updating, importing, and checking registration information, plus roommate matching to...

The Questions section(s) of a registration form collect answers to custom event questions. Learn prerequisites, how to create up to 10 Questions secti...

Registration Dashboard access options, header behavior, buttons, role assignment rules, and charts and tables for Completed Registrations by Attendee ...

Instructions for searching for Registrations across events and accounts. Learn search criteria fields like search for, Operator, search text with wild...

Instructions for assigning groups on the Assign Groups page, including filtering registrations and selecting a group from Groups > Group List, plus a ...

Explains that ACH payment refunds cannot be processed as a refund *Payment Type* in Certain Platform and instructs users to process the ACH refund wit...

Certain supports tracking page hits to registration forms and event websites via Google Analytics integration. The attached PDF, “Using Google Analyti...

Step 6: Create Marketing Elements for event registration marketing strategy. Includes links to Registration forms, the Certain Websites feature, and C...

Session Tracks group sessions by theme or topic. The article explains how Attendees filter sessions and how Reviewers are assigned to multiple Tracks.

Partial Refunds instructions, including when a partial refund is necessary and the steps to process a refund back to a credit card.

Details how to configure a Promo Codes (Attendee Form) section, including Registration Groups as Promo Codes, placement in the Online Form Sequence, S...

Instructions for configuring Payment Options (Registration Form) for a registration form Payment page, including Available Payment Methods, Online Pay...

Create a New Form in Certain. Learn registration form sections, setup information, page layout, page titles, global display settings, and required fie...

Instructions for the Sessions page in Greet, including searching, Sync from Integration, creating sessions, per-row actions, and troubleshooting.

The Accommodations page under Registrations enables you to manage room reservations for attendees, including Rooms Requested, Room Reservations, Room ...

This page displays the answers an attendee gave to the custom questions on the registration form. It explains viewing and editing attendee answers and...

How to add and edit Custom HTML sections in the Certain registration form workflow, including Custom HTML Header fields, Custom HTML Section fields, a...

Configure the Reviewer Portal page for reviewers to review assigned sessions. Session Details controls read-only fields from Speaker Portal, and Revie...

How to choose pages included in the Reviewer Portal, customize titles and icons, edit pages, add new pages, and preview the site.

Define branding for the Reviewer Portal, including the logo and how it is displayed. This article covers Site Header options and link behavior for the...

Configure the personalized My Information page a reviewer sees in the Reviewer Portal. Control reviewer edit access with the Read Only switch on Revie...

Configure the Login page the reviewer sees in the Reviewer Portal. Set Background Graphic, Login Fields, and Sign-In Setup including Single Sign-On (S...

Instructions for Site Layout (Reviewer Portal) including Choose Palette and Choose a NavBar Position, with links to Reviewer Portal, Speaker Portal, a...

Settings (Reviewer Portal) page for editing general settings for the event's Reviewer Portal. Includes Name, Google Analytics Tracking ID, Web URL, Lo...

Reviewer Portal help content describing Background requirements, Navigation Links, and See also links for configuring the Reviewer Portal for an event...

Instructions for adding, editing, or viewing a reviewer, including Read or Edit mode and reviewer information fields such as Personal Information, Con...

Certain Help Center article: Step 4: Add Options. It lists optional functional areas such as Agenda, Accommodation, Payments, Logic, Additional Regist...

Learn how to embed a Google Map into your form by opening Google Maps, using Share, copying the Embed a map HTML, and pasting it into the form.

This article outlines the steps to import and update accommodation details for registrations, including Plan > Accommodation > Import, Room Reservatio...

The Agenda section enables attendees to filter agenda items using date, track, location, group, and keyword. Define field labels and control Rows Per ...

Customizing a registration form using Custom HTML sections. The article explains limits, how to add Custom HTML sections, and actions such as edit, de...

Learn how to configure an Agenda Section in a registration form, including Agenda Section Header, Agenda Section fields, Fields to Display, Selection ...

Guide for setting up Speaker and Session Management in Certain, including Conference Sessions features like Speaker Portal, Reviewer Portal, review wo...

Session Display Options (Registration Form) help text describing Search & Filters, Filter Details, Button Labels, Display Formats, My Sessions, Verify...

Certain platform support article describing Email Templates for events, including Registration, Speakers, Reviewer, and Session Reminder templates and...

Certain "Questions" page creates custom questions for registration forms, Certain Check-In, and more. It includes steps for Select Question Type, Deta...

Customize the message labels shown to an attendee who clicks the registration assistance link. Include HTML tags in the text, and use the default valu...

Add an Event Waitlist form section when an event processes waitlisted registrations automatically. Learn what happens when capacity is reached and con...

Steps to create a Promo Code with a $0.00 fee/discount by using the Promo Code Wizard to select Discount, set Fixed fee, add $0 discount, and create t...

Learn how to assign, update and cancel sessions on existing registrations via Registrations > Import, using Import Registration Session Instances and ...

Forms List explains what a form is, how to add or copy forms, available form actions, and a sections table for configuring setup areas in an event reg...

Administrators and Event Builders can import registrations, registration agenda items, or registration session instance into the registrations databas...

The Questions tab shows a profile’s answers to custom profile questions in the account, which the account administrator sets up in Setup > Registratio...

Create a New Profile, or Edit a Profile. Learn how to enter profile information, upload a profile picture, manage contact details and mailing address ...

The Matched Roommates page lists matched roommate pairs. The page includes table columns, Ascending and Descending sorting, and a Last Name link to Re...

Instructions for Auto-Match Roommates in Certain accommodation planning, including Summary table definitions, AUTO-MATCH and Re-do auto-match behavior...

Set up Room Types for an account to define [Accommodation Blocks](https://community.certain.com/pagehelp/accommodation/blocks.htm) at events, includin...

Set up accommodation sub-blocks for an event. Define sub-blocks, list Accommodation Sub-Blocks, manage Sub-Block details, and edit inventory in Accomm...

Accommodation Blocks page that explains accommodation blocks, prerequisites, imports, sub-blocks, accommodation block information fields, and Accommod...

Defines Booking Statuses and Action Codes for registrants' accommodation bookings, including Accommodation Booking Status and Accommodation Action Cod...

Certain Flights page help: how to list, filter, add/edit/delete flights, define Flight Information fields, and manage Flight Inventory seat blocks wit...

The Certain flight packages page explains how to view, add, edit, and delete Flight Packages, expand packages to see flights, and use Selected Flights...

Configure the My Profile form for a website event flow, including Profile Form Header content and collecting Profile Form Fields, plus Confirmation de...

Custom Fields for groups store extra group information for an event, display values on the Group Summary Report, and can be managed on the Groups > Cu...

This page lists the custom registration statuses defined for the event. It includes standard (default) registration statuses, classification rules, an...

General FAQ - Importing Registration Data explains how to create registrations from existing data using Import data, group of profiles, and using thei...

General FAQ - Setting Up Online Forms: describes online registration forms, available form sections, and a link to [How to set up an online form](http...

The page explains the “Registration Header” shown on admin-side Registration pages, including header section links and Balance Due navigation, plus Mu...

Import (Groups) describes how to import event groups from a CSV file. It covers the three steps: Prepare an Import File, Import Your Data, and After t...

Steps for creating a Registration Profile in an Event for Existing Speakers, including creating a registration using a Form and creating registrations...

Required Fields Messages lists Message Labels and Default Values for validation text such as Field error message, Invalid message, Not email, and Prof...

Logic Rules allow display, hide, or assign items in a Form, and they can trigger event emails or error messages based on actions taken through the For...

One form per event must be designated as its "Primary Form" by selecting the “This is the primary form for the event” check box on the form’s Setup pa...

Configure Header Details for Questions. This help page includes Title, Name (Required), Text, Enable Editor?, Text Alignment, Text Vertical, and Start...

Financials settings for assigning payment processing accounts to events, selecting online payment options, configuring Online Payment Security Options...

Room reservations that are being shared and that have not been matched. See Accommodation > Roommates for the matching process, including Roommates to...

Instructions for importing Room Reservations for attendees’ accommodation reservations from Excel or CSV, including pre-requisites, required fields, d...

Settings: Custom Statuses explains how Registration Status tracks a Registration’s progress, how Custom Registration Statuses organize attendees, and ...

This article explains how to set up registration cancellation fees and agenda item cancellation fees, how to cancel these items for a registrant or th...

This article explains how partial payments affect marking additional registrations as "Complete". It provides OPTION 1 and OPTION 2 guidance for manag...

Refunds FAQ about SCAR steps for fee-based event cancellations and credit card refunds, including the requirement for a negative Balance Due before ap...

Procedure for inviting or registering profiles for an event, including steps to use Menu, Profiles, Search Profiles, Contact Filters, Report Results, ...

Learn the Discount Methods for applying percentage based discounts to a registration, including Promo Codes and logic rules, and set % based Discounts...

Summer Release #3 (Certain 8.3.8) introduces Inline Additional Registrations. The article explains inline attendee fields, grid layout, Section Header...

Guide to Logic Rules for attendee/registration forms. Includes Conditions, Operators, Actions, and Package Logic. Explains how form logic controls dis...

General FAQ content about setting up online registration forms, including Primary Form behavior and form sections such as Entry, Registrant Details, A...