Registration Setup

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

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

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

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

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

Forms FAQ page listing help articles for form setup tasks, including viewing, editing, creating, and configuring form sections, agenda sections, sessi...

General FAQ - Managing Profiles covers profile creation, profiles vs registrations, custom profile questions, profile record management, message sendi...

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

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

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

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

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

Cookies in Certain is a brief PDF guide to the cookies added to registrants’ browsers by the forms and webpages created using Certain, and it highligh...

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

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

Custom Profile Data explains profile data, custom questions, and account-level defaults for profile fields, import mappings, and available countries a...

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

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

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 for event configuration. It lists required modules, the Conference Sessions session layout step, Speaker Portal setup, an...

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

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

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

Instructions for Certain Form Search. Specify search criteria, use % as a wildcard, set Max Rows and Per Page, choose Account, and sort or navigate re...

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

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...

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

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

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 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.

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...

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

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...

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

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

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...

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...

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

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

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

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 are used to identify different types of participants within your Event. The article explains possible uses and provides steps to set up...

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

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

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 ...

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

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

Warning for Certain event setup: do not use Sel? and Web? options for answers to Agenda Item Questions, because Sel? and Web? answer values can remove...

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

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

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

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

Certain Kiosk Kiosk Configuration for survey mode questions and custom kiosk messages, including Survey Question Configuration and Show these Question...

Maintain event registration contacts in Certain. The article explains where contacts appear in forms and email (FROM address), how to add/edit/delete/...

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

Setup Event Waitlist Option by setting Event Registration Capacity and enabling Automatic Event Waitlisting under Plan > Configure > Options, includin...

Marking a Form as "Primary" guides email display of Registrant information by controlling confirmation sections, section headers, Sessions, Agenda, an...

It is not necessary to delete Test Registrations before changing an Event Status to Live because Test Registrations are removed when the Event changes...

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

Copy Registration Form steps for copying an existing form, including selecting the form to copy, naming the new form, setting open and close date/time...

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

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...

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

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

Registrations FAQ lists help articles for creating registrations, finding registrations, making changes to groups of registrations, updating registrat...

This guide explains how to use Certain “Registration Groups as Promo Codes”, including enabling the module, using Promo Code Wizard, availability wind...