Sales and Marketing Tools

Live Polling with Touchpoint provides real-time feedback. No extra gear is required.

Documentation on creating and using Attendee Types for event management, including setup, uses, and configuration options.

Guidance on creating registrations from existing data via external files or profile-based methods.

Guidance on sending emails from within the Certain Platform, including sending to a single registrant or a group.

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

Instructions for configuring up to three mass actions triggered when exporting a report.

Details about managing profiles and their relation to registrations in the Certain Help Center.

Instructions for configuring reviewer pages in the Reviewer Portal, including adding, editing, and previewing pages.

Help article detailing branding and footer settings for the Reviewer Portal, including site header branding, logo options, and linking.

Instructions for configuring the My Information page in the Reviewer Portal of the Certain event management platform.

Instructions for configuring the Reviewer Portal login page, including sign-in options, layout, and image customization.

Information about choosing the color palette and navigation bar for the Reviewer Portal, including palettes, colors, and navigation options.

Settings page to configure general event options for the Reviewer Portal, including name, Google Analytics, and display formats.

Guide to managing session reviews in the Certain Speaker and Session Management portal.

A brief PDF guide describing how to set up Promo Codes for use in an event.

Instructions for importing event promo codes from a CSV file using the Event Promo Code Import Wizard.

Instructions to import discounts from a CSV file using the Discount Import Wizard.

Help article describing Pending Roommates in the event planning platform.

Instructions to import attendees' accommodation reservations via Excel or CSV into an event.

A support-center article introducing the Accommodation Guide PDF for the Accommodation Module in Certain.

Defines how up to three Mass Actions can run automatically when a report is exported, and how reports can be exported.

Help article describing how to configure report grouping by summary groups for events in Certain.

Steps to locate and copy an event in the Certain platform Event List and create a new event with updated details.

Instructions to delete an event or program from an account or organization on the Certain platform.

Backward-compatibility article about API 1.0 access and migration to API 2.0.

Instructions to view imported registration data in Certain by selecting the underlined number in the All Registrations By Status section on the Regist...

Guide to matching unmatched roommates for room reservations in Certain's Help Center.

Help article describing the Matched Roommates feature in the Certain platform, listing matched roommate pairs and related behaviors.

Background and steps for assigning roles to events in the Certain platform.

Step-by-step instructions to import and update accommodation details for registrations in the Certain platform.

Description of how multi-page data-list pages in Certain's Help Center handle pagination, filtering, and remembered selections.

Instructions to display technical information about the current release in the Certain platform via Help and System Information.

Guide to configuring e-commerce accounts in the Certain platform, including supported gateways and setup steps.

Instructions to link a Certain form from an external website by copying the form URL from the plan form preview.

Documentation for adding an Event Waitlist form section and configuring its text, header, and behavior.

Documentation on configuring and displaying Attendee Types in the Attendee Form for event registrations.

Display refers to the look and feel of your event forms, websites and emails, with primary and extended display options.

A brief PDF guide to the cookies added to registrants’ browsers by forms and web pages created in Certain; highlights essential cookies for admin-side...

Guide to attendee types, their configuration, and related fees in an event.

A summary of the numbers of attendees registered for each instance of the event's sessions.

Instructions for selecting and ordering data columns in profile reports within the Certain Help Center.

Security options in Certain Help Center Account Settings, including session timeout, password expiration, and email-related configurations.

Guidance for configuring e-commerce accounts, processors, currencies, and payment options in Certain.

Administrators can tag standard and custom registration statuses; includes API 2.0 tagging details and a list of standard statuses.

Guide for integrating Certain Signal with Salesforce, including prerequisites, tagging, connections, flows, mappings, and troubleshooting.

PDF user guides for configuring and using Certain Signal to integrate with third-party applications.

Guide on controlling crawlability of Certain events using ROBOTS META tags and related practices.

Information on integration settings to use Stripe as a payment processor in events, including unsafe processing and enabling the setting.

Release notes for 2025 Summer Release #2 (8.3.32) covering bug fixes across Custom Statuses, Email, Event Dashboard, Registrant Details, Promo Codes, ...

Release notes for 2025 Spring Release #2 (8.3.25), detailing enhancements and bug fixes.

Release notes for the 2025 Winter Release #5 (8.3.23) of the Certain platform, detailing enhancements, badges, and bug fixes.

AI-powered event management software for sales professionals to turn event engagement into sales and optimize attendee experiences.

In this eBook, we delve into how Artificial Intelligence (AI) is transforming the event industry and explore the latest AI trends poised to revolution...

Deliver personalized, data-driven event experiences at scale with Touchpoint Ignite. Turn engagement into insights and revenue.

Zoom partner page describing Zoom's cloud platform for video, voice, content sharing, and chat for events and collaboration with Certain.

Case study on how Touchpoint boosted attendee engagement and booth activity for a leading medical devices company.

Overview of Certain, a company turning events into revenue with AI-powered event technology; leadership and core values.

Instructions for managing a live poll from the VIP Portal, including login, selecting polls, editing questions, displaying questions, and projecting r...

Guidance on Wi-Fi considerations for Touchpoint app at events, including bandwidth usage, app data sync, and live polling considerations.

The VIP Speaker Portal enables speakers to view and edit their profiles, access session surveys, upload presentations, and run live polls for events.

Overview of the Lead Retrieval feature including administrator/VIP portal and lead scanning instructions.

Guide to sponsorship opportunities within the Certain Touchpoint app, including rotating home page images, session ads, news stories, and exhibitor li...

Instructions to add and configure the Lead Retrieval feature, edit custom fields, grant access, and use the VIP Portal for exhibitors.

Webinar recording on Touchpoint Attendee Engagement covering Activity feed, Badge Game, Live Polling, and Survey.

Instructions and sample text for announcing a mobile app for an event, including login and download steps.

Guide to setting up and managing Touchpoint Stream, including feature settings, creating streams from Agenda or Videos, broadcasting, and presenter to...

Guidance on promoting your event app with Touchpoint, including announcements, highlights, and distribution tactics.

Step-by-step guidance for troubleshooting access issues to the Touchpoint On Site app, including unlocking attendees, password checks, and dashboard o...

FAQ covering dashboard refresh, statuses, tracking, retention, and CAN-SPAM compliance for Email Analytics.

Guide on creating and applying percentage-based discounts to event registrations, including promo codes and logic-based discounts.

Troubleshooting steps for email deliverability when SPF, DKIM, or DMARC checks fail in Certain's event emails.

Guidance on creating fully customized email templates for events or forms in Certain, including styling tips and an example.

Guidance on ensuring email deliverability from Certain, including DMARC, SPF, DKIM, and best practices.

Instructions to customize hyperlink appearance on forms and websites using CSS, including example code.

Troubleshooting steps for changing an event's E-Commerce account in Certain, including currency lock and restoring deleted accounts.

Overview of common Cybersource payment errors and steps to resolve them.

Instructions for administrators about Cybersource setup requirements in Certain Platform.

Options for configuring E-Commerce verification settings in Certain, including AVS verification, ZIP and street matching, and CSC collection.

Information for administrators on how e-commerce works and how to configure within Certain.

Instructions on publishing online forms and websites in Certain, including how URLs are created and delivered to attendees.

Overview of creating and managing system users and assigning user types in Certain.

Comprehensive guide to setting up an event in Certain, including event details, attendee types, agenda items, and display settings.

Documentation for configuring the Reviewer Portal page used by reviewers to review assigned sessions.

Prerequisites and navigation for configuring the Reviewer Portal in events, including required modules and session layout settings.

Instructions to allowlist the IP address range used for Certain support emails.

The Event Registration Chronicles dashboard analyzes the pace of registrations across a series of events, with filters and screenshot mode for present...

Overview of the Event Program Analysis dashboard within Certain's Event Intelligence, detailing how it tracks registrations, attendees, and cost metri...

High-level Key Metrics dashboard for event performance across registrations, attendance, engagement, and ROI.

Instructions for removing attendees from Certain Platform when the event is integrated with Touchpoint.

Special considerations for updating speaker information in Touchpoint when speakers are synced from Certain Platform or added directly in Touchpoint.

Guidance on attaching speakers to sessions and session instances for Touchpoint integration in Certain Platform.

Instructions for editing the Reviewer Portal pages, including the Portal page, profile layout, and session layout.

Improvements to the Event Reports area in Certain Platform 8.0 include a redesigned Report List page, clearer Report Type guidance, grouped Data Field...

Information about ACH refunds when using Certain Platform and instructions for processing refunds outside the platform.

Administrators can deactivate users by changing their status to Inactive; deletion is not supported in the workflow.

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

Instructions to mass download attendee profile images by creating a Registrations report and adding a custom column for image file paths.

Guide to configuring Google Analytics integration in Certain, including how to obtain a Tracking ID and where to add it.

Guidance on configuring the Primary Display: background color, fonts, page width, alignment, header/footer, and dynamic data fields.

Extended Display controls the look and feel of Event Forms, Websites, and Emails through HTML-based customization.

Release notes for 2025 Fall Release #1 (8.3.37), including bug fixes for Agenda Display Options, Registration search, and Session Import.

Release notes for the 2025 Summer Release #6 (8.3.36) of the Certain platform.

Release notes for Summer 2025 Release #5 (8.3.35), detailing bug fixes for Forms > Inline Additional Registrations, Speaker Email Templates, and Revie...

Release notes for the 2025 Summer Release #3 (8.3.33.1), detailing enhancements, On-Demand Badges, and bug fixes.

Release notes for the 2025 Summer Release #1 (8.3.31) in the Certain Help Center.

Release notes for the 2025 Spring Release #7 (8.3.30) detailing enhancements and bugs fixed.

Checklist to get ready for registrants before accepting online registrations.

Step 1 in planning an event in Certain; gather essential details before starting.

Instructions to enable automated waitlist processing for session registrations in Certain 8.0.

Steps to attach files to email templates in Certain, including single attachments, Zip files, and external links.

Instructions for adding the webcast join URL and Session Catalog link to an Email Template in Digital Events.

Guidance for configuring digital sessions with Zoom or ON24 using Certain Signal on the Certain Platform.

Guidance on configuring digital events with Certain Signal and webinar providers Zoom or ON24.

Guidance for configuring Digital Events in Certain Signal with Zoom, including prerequisites and setup steps.

Explains how email spam filtering works for Certain, including default From address and DNS entries to send from a different domain.

Explanation of Room Sharing and Roommate Matching (RSRM) and where to enable and configure the feature in the Certain platform.

Instructions to enable and use the waitlist option for full agenda items in agenda forms.

Guide to Main Image sizing in Extended Display and how to set header banners in Certain.

Guidance for creating and managing speaker email templates in Certain Help Center.

Dashboard with real-time graphs for Check-In data, including Over Time, Attendee Type, and Questions Analytics.

FAQ about API Fetch, the data synchronization feature included with Certain Enterprise.

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

A guide for transitioning in-person events to digital formats with integration and engagement strategies.

A six-section guide detailing practical ideas to boost engagement with mobile event apps through personalization, gamification, agenda management, cro...

Overview of the rationale and benefits of using a mobile event app to capture attendee data and enable real-time insights.

Certain’s integration with Stripe enables fast, familiar payments for event registrations, sessions, and add-ons with secure, global infrastructure.

A tour of the Touchpoint Ignite mobile event app highlighting key benefits and features.

Take a tour of Session Advisor, including tour instructions and demo note.

Infographic detailing ten key features of event management software to drive quality data and real-time insights.

Tips and best practices for developing and executing a mobile strategy for events before, during, and after the event.

Infographic with tips for booking face-to-face sales meetings during events to drive pipeline.

Explore Certain's Event Management Technology Solutions, including Manage Events, Engage Attendees, and Analyze Performance.

Infographic explaining how to transform raw event data into quality insights through a structured data lifecycle.

An ebook outlining how to blend in-person and digital event experiences into a hybrid strategy.

Infographic describing how to tailor attendee engagement to registration type for hybrid events.

Infographic detailing how events drive revenue.

Video On Demand resource detailing Certain's event management technology solutions, including Enterprise Event Management Software, Touchpoint, and Ev...

Research shows the C-Suite is more and more involved in day-to-day decision-making, and events strategy buy-in is more important than ever.

An eBook detailing strategies and best practices for leveraging AI and EI to accelerate the buyer journey at events, with a roadmap for connecting wit...

Data is the secret weapon behind the most successful B2B marketing campaigns. This Playbook covers tracking key event marketing metrics to uncover hid...

Guide outlining engagement-focused event marketing best practices to streamline execution and improve ROI.

Video on demand overview of Certain's event management technology solutions including Manage Events, Touchpoint, Event Intelligence, and additional re...

A guide outlining ROI considerations, data challenges, and resources for event marketers.

We help you track and analyze your event data and send signals to improve attendance, engagement, and revenue across all events, including hybrid, in-...

Event data plays a crucial role in driving business outcomes by empowering marketing professionals to make informed decisions. This guide covers every...

A guide offering tips and best practices to drive, capture, and act on attendee engagement data and connect events to measurable business results.

Video on demand webinar about uncovering attendee priorities, needs, and interests; how to ask the right questions, interpret behavior, and detect int...

An infographic describing how events generate data and the importance of using the right technology to interpret it.

An eBook detailing how AI and event intelligence drive attendee engagement and revenue at events.

Video-on-demand resource exploring how AI-powered session recommendations can enhance event experiences.

Form to request a demo of Certain's event management platform.

Certain congratulates Thomson Reuters on Stevie Awards wins for SYNERGY2024 and explains how Certain's AI-powered event technology powers engagement a...

Certain announces Touchpoint Stream, a central platform for interactive virtual and hybrid events with live and on-demand content and attendee engagem...

Certain announces expanded Stripe payments integration to support 100+ methods, global payments, and real-time analytics.

Certain announces a strategic partnership with Capture Technologies to enhance on-site event operations and deliver real-time insights across the even...

EventOPS is an Event Resource Management system designed for your scaled event team – built to make requesting, budgeting for, and operating events st...

AMi provides technology-based attendee management services using event registration software to help organizations simplify event planning and attende...

Thank you page for IMEX America 2023 visitors with resources on event intelligence, event management, and event engagement.

Definition of hybrid event management software and how it enables in-person and virtual participation.

Definition of Event Automation Software: a technology evolved from traditional event management software to automate, personalize, and measure event m...

Definition and scope of audience, participant, or event engagement and how technology enables it across event formats.

FAQ detailing who uses event automation software and related solutions.

FAQ describing how to track event attendees and participants using spreadsheets, marketing automation, CRM, or end-to-end event management systems.

Definition and uses of mobile event apps for attendees, organizers, and sponsors.

Definition and overview of event intelligence software, including its purpose and capabilities across events.

Learn how to scale, engage and drive revenue from events with AI in this engaging webinar.

An on-demand webinar about transforming event data into meaningful insights.

On-demand webinar about Event Intelligence and turning event data into revenue and results.

On-demand webinar about unlocking a deeper understanding of event attendees and delivering revenue from events.

Demonstration of the Touchpoint mobile event app by Certain, showing attendee engagement before, during, and after events.

This on-demand webinar shows how to translate intent data into actionable intelligence that drives pipeline and accelerates deals.

Learn and grow with Certain’s world-class events, past and present.

Rockwell Automation partnered with Certain to centralize global event data, improving efficiency, lead quality, and global scale.

National Instruments uses Certain's end-to-end event management platform to accelerate lead generation and reduce event-related costs.

Grand Connection scales events with Certain’s Smart Event Technology to streamline workflows and enhance attendee engagement.

Form to contact Certain Sales and reach departments such as Support and Accounting & Billing.

Contact page for Certain with a form to connect, and information for support and billing contacts.

An analysis of real-time signal delivery in event data and its impact on revenue teams.

Overview of five essential features for event management technology for marketers, including mobile apps, automation integration, lead intelligence, a...

Three strategies to increase sponsor loyalty including attendee engagement, early bird discounts with post-event surveys, and sharing event learnings.

Three steps to create event content that resonates with attendees and drives business results using data orchestration and event intelligence.