Revenue and Reporting

Guidance on creating and configuring custom reports in Profiles, including Setup, Display, Groups, Subtotals, Columns, Filters, and Page sections.

Use this page to create and run reports on the profiles in your Certain account.

Configuration guide for managing reviewer portal pages, including adding, editing, and previewing pages in the Reviewer Portal.

Defines branding for the Reviewer Portal, including logos, header graphics, and link behavior. Details are inherited from the Speaker Portal branding.

Instructions for configuring the My Information page for reviewers in the Reviewer Portal.

Instructions to configure the Login page for Reviewer Portal, including Sign-In Options, layout, and background image settings.

Guidelines for customizing the color palette and navigation bar in the Reviewer Portal.

Settings page for configuring the Reviewer Portal, including Name, Google Analytics Tracking ID, Web URL, timeout, and display formats.

Instructions for adding and editing tiers in the Speakers and Sessions management module.

Help center article detailing how to manage session reviews, including Submitted, Under Review, and Approved lists, and how to use filters and recomme...

Dashboard page summarizing the current status of session reviews in the Speakers and Sessions workflow.

Guide to configuring the Speaker Portal for submitting abstracts, including Submitter, Speaker Details, Session Details, and Additional Speakers.

Page describing the Events Calendar web page and its options for displaying events within a website account.

Steps to delete a registrant from an event in the Certain Help Center, including mass action and profile deletion, with notes about payments and test ...

Explanation of the Primary Form concept, how to designate it, its cross-link usage, and cautions.

Documentation for the verify/edit page of the attendee form in the Certain platform.

Documentation on creating and using supplier report filters, including date and advanced filters.

Documentation for displaying subtotals in supplier reports, including grouping and per-group totals.

Define and manage report export actions in Certain Help Center.

Information on displaying subtotals in printable reports and how to configure grouping and total options.

Overview of how to use report filters including date, standard, drill-down and advanced filters in Certain's reporting platform.

Guidance on creating and configuring summary groups to sort data in event reports for printable formats.

A summary of all qualified sessions and their speakers for an event, including details from the Session record.

A detailed list of all sessions in the event, showing the information set up on Manage > Speakers and Sessions > Sessions.

Guide to adding, editing, deleting, scheduling, and filtering sessions and session instances within Speaker and Session Management.

Documentation for creating and using report filters for Profiles, including Date Filters and Advanced Filters.

Guidance on displaying subtotals in profile reports, including sums, max, min, averages, and group-level totals.

Explains how to group report data by up to three summary levels in profile reports, with options for sorting and display.

Help article detailing how to configure e-commerce accounts and processor settings in Certain.

Information on the integration settings needed to use Stripe as your payment processor in your event.

AI-powered event management software for sales teams to identify high-potential prospects, personalize follow-up, and drive better event outcomes.

Enterprise event management platform that delivers branded events, attendee journeys, analytics, and AI-powered insights to drive ROI.

Gain a 360-degree view of buying signals and insights to improve attendee behavior, performance, and revenue across all events.

Event Advisor personalizes attendee experiences with AI recommendations and captures engagement data and intent signals.

Article describing how to tag attendee statuses and sessions for attendees in Touchpoint.

Overview of speakers and sessions from Platform to Touchpoint, with related articles and feedback.

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

Guide to applying percentage discounts to event registrations via promo codes or logic-based rules.

Information about navigating main event components within your account, including the Event List and event-specific tabs: Plan, Promote, Manage, Engag...

Documentation on creating and managing custom registration statuses for attendees.

Instructions to locate and modify a registration within the Certain event management system.

Instructions to troubleshoot when payments saved on a form are not processed during complete registrations.

Tips on chargebacks, adjustments, test payments, and refunds for payments and transactions.

Overview of common Cybersource payment errors and how to resolve them for e-commerce accounts.

This article explains the Event Agenda Summary Report in Certain, showing per-agenda-item quantities and drill-down options.

Help article describing the Reviewer Portal for reviewing sessions and managing review fields.

Guidance on enabling and configuring the Reviewer Portal in events, including required modules and layout settings.

A summary of all payments and refunds for all events in the current account, grouped by payment type and date processed.

A summary of all payments and refunds for all of the events in the current account and all of its sub-accounts, grouped by the payment type and date p...

Step-by-step iOS quickstart for the Certain Check-In app, including prerequisites and how to use the guest list, check-ins, and sessions.

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.

Instructions for assigning speakers at the session level or per-instance level, including master speakers and per-instance speakers.

Guidance on creating multiple catalogs for a single event, syncing data, and configuring catalogs in the Certain platform.

Instructions for creating and importing reviewers, and reviewer email templates.

Guide to editing the Reviewer Portal pages and layouts in Certain Help Center.

Upcoming changes to the Add to Calendar feature, integrating AddEvent and modifying display settings at account and event levels.

Overview of improvements to the Event Reports area in Certain 8.0, including report list improvements, data field grouping, and advanced options.

Instructions to create an account-level report to export attendee details for each event.

Instructions for issuing and processing partial refunds in the Certain platform

Details about how event fees expire and how to change fee amounts on items and registrations in Certain.

Instructions to create and filter a Registration History Report to identify registrants who received an email.

Overview of how to create a Registration Changes Report, including eligibility, steps, and export formats.

Release notes for the 2025 Fall Release #3 (8.3.39), including enhancements and bug fixes for the Certain platform.

Release notes for 2025 Fall Release #2 (8.3.38) detailing bug fixes across blocks, forms, attendees, payments, and reporting.

Release notes for 2025 Summer Release #6 (8.3.36) covering bug fixes across agenda items, assets, badges, display rules, event copy, registrations, pr...

Step 10 describes post-event tasks to clean up data and assess event success.

Guidance for planning and creating reports after registrations in the Certain event platform.

Step 4 explains adding options via agenda, accommodations, payments, logic, registrations, and custom HTML to event registration forms.

Instructions for assigning master and specific speakers to sessions and their instances in the Certain platform.

Guide on using and managing session tracks within Certain's Speaker & Session Management.

When adding Speakers to a Session with Instances, an Alert will display to give the option of including that Speaker to associated instances.

Overview of formats for delivering reports including HTML, PDF, Excel, CSV, and TXT.

Release notes for Certain 7.1 detailing new features and updates across Certain Digital/Signal, webinars, Touchpoint, API, reporting, and security.

Release notes for Certain 7.0.5 covering enhancements and bug fixes across Badging, API, Events, Sessions, Reporting, and more.

Release notes for Certain 7.0.4, detailing enhancements and bug fixes.

Release notes detailing enhancements and bug fixes for Certain 7.0.1.

FAQ about using the Reports page in the Certain platform, including filtering, editing, and creating reports.

Overview of attendee financials in Certain's event platform, including purchases, payments, refunds, invoices, and reporting.

Help article outlining how to locate a registration in Certain using the Event Dashboard, queries, and reports.

Instructions to update messages for full inventory items or when capacity is reached for Sessions and Agenda Items.

Guidance for configuring digital events and sessions with Zoom or ON24 via Certain Signal.

Instructions for using the Report Results window in the Certain platform, including Action Bar, filtering, sorting, and row controls.

FAQ about using the Report Results window, including the Action Bar, filtering, exporting, and row controls.

Instructions to create or edit custom reports in an event, with details on report types, tokenization, visibility, and access.

For 'Reports Only' users — accessed automatically after logging in; explains how to view and run event reports assigned to your role.

Help article detailing the Packages feature in Certain's Event module, including setup, usage, and reporting.

Documentation for configuring and using the Sessions (Attendee Form) in Certain's event planning platform.

Configure email notifications to alert recipients when capacities reach defined thresholds for attendees, items, and events.

Guidance for configuring Simple and Conference Session layouts in Speaker and Session Management.

Real-time dashboards and analytics for check-in data in Certain's Engage platform.

Instructions to enable and configure session check-ins for the Certain Check-In app, including walk-in permissions and capacity limits.

Guide on adding, listing, importing, and exporting tags for accounts and sub-accounts.

Overview of role-based access control in Certain, including Roles, Permissions Level, User Types, and assignments of users and reports.

Help center article detailing account settings sections for All Users and Administrators, including management areas, roles, reports, and integrations...

Guide to using the Registration Groups as Promo Codes module in Certain.

Guide to configuring and using the Speaker and Session Management module and Conference Sessions features in Certain.

An eBook guiding marketers on transforming event attendees into long-term brand advocates through AI and event intelligence.

A playbook outlining how event engagement data connects events to measurable business results through planning, pre-event, during-event, and post-even...

An enterprise-focused overview of how events drive lead generation, engagement, and brand growth in B2B marketing.

A marketing brochure describing how Event Automation helps marketers manage events, capture attendee insights, engage attendees, and optimize event ma...

A structured guide outlining data-driven strategies for event planning, budgeting, data orchestration, and technology selection.

A guide on delivering business objectives through digital events by leveraging seamless integrations, branding, and attendee insights.

A concise guide explaining the value of mobile event apps for attendee insights and ROI, including a Top Ten list of benefits.

A whitepaper on blending digital tools and in-person events to drive engagement, generate leads, and enhance post-event follow-up across marketing and...

A co-branded marketing brochure illustrating segmentation, email marketing, attendee data capture, and data integration for event-driven marketing wit...

Marketing executives can use Certain to drive ROI from events through attendee data, personalization, and insights.

Certain’s consulting team provides event management consulting, implementation, and insights to optimize event performance.

When you're investing a significant portion of your marketing budget in events and your CEO asks, 'What are the results?', do you have the resources a...

Video on demand content describing how to measure the business impact of events using attendee management and analytics.

Whitepaper on scaling event intelligence to measure ROI across the total event program.

Infographic about evaluating event impact across the funnel and aligning event goals with business outcomes.

Infographic about combining data from marketing automation and events to deliver ROI. Includes resources and solutions for event marketers.

An enterprise events guide exploring the ROI of in-person experiences, from a C-Suite perspective in Part 3 of the Enterprise Events series.

A guide of best practices for engaging B2B events to streamline execution and improve results.

A guide on ROI for event marketing and how to leverage event data with Certain's platform.

Infographic resources for event marketing and management, featuring topics from software features to AI prompts and ROI.

Overview of Certain's reporting and intelligence capabilities for event programs, including application-level reporting, curated datamart, and insight...

Certain launches Session Advisor AI, an AI-powered personalization solution delivering tailored session recommendations at scale for event management.

Certain’s Stripe integration enables fast, familiar payments for registration, paid sessions, and add-ons, backed by Stripe’s secure global infrastruc...

InEvent partner page describing the InEvent event management platform and its reach, including trust by Coca-Cola and Amazon, serving virtual and hybr...

FAQ explaining what event management software is and its capabilities.

Overview of data-driven marketing and its impact on event ROI, with steps to implement.

Recap of a Certain webinar on activating event-intent data to drive revenue.

Blog post explaining how buying signals and signal-aware strategies turn event experiences into revenue using AI-powered insights.

A guided approach to capturing and leveraging event data to engage attendees and maximize ROI using AI-powered insights.

A guide to setting measurable event goals and aligning them with the buyer's journey across funnel stages.

Blog recap of a webinar on event data and AI, including Touchpoint Ignite and data-driven strategies for ROI.

Guidance on evaluating event impact and measuring funnel performance for B2B marketers.

A guide on using events to identify buyers and accelerate ROI with signals throughout the event lifecycle.

Explains how AI-powered event intelligence accelerates the buyer journey by analyzing engagement data, predicting actions, and personalizing attendee ...

AI-powered automation enables real-time lead scoring and hyper-personalized post-event outreach to improve ROI.

Overview of criteria for selecting AI-powered event technology, including transparency, prediction, ROI, conversion, real-time optimization, and ethic...