-
Live Polling
Live Polling with Touchpoint provides real-time feedback. No extra gear is required.
-
Event Setup: Attendee Types
Documentation on creating and using Attendee Types for event management, including setup, uses, and configuration options.
-
General FAQ - Importing Registration Data
Guidance on creating registrations from existing data via external files or profile-based methods.
-
Email FAQ - Sending Email
Guidance on sending emails from within the Certain Platform, including sending to a single registrant or a group.
-
Assigning User Types
Overview of available user types and how to assign access and permissions in Certain.
-
Define Report Export Actions (Setup)
Instructions for configuring up to three mass actions triggered when exporting a report.
-
Profiles Area Options
Details about managing profiles and their relation to registrations in the Certain Help Center.
-
Pages (Reviewer Portal)
Instructions for configuring reviewer pages in the Reviewer Portal, including adding, editing, and previewing pages.
-
Branding & Footer (Reviewer Portal)
Help article detailing branding and footer settings for the Reviewer Portal, including site header branding, logo options, and linking.
-
Reviewer Layout (Reviewer Portal)
Instructions for configuring the My Information page in the Reviewer Portal of the Certain event management platform.
-
Login (Reviewer Portal)
Instructions for configuring the Reviewer Portal login page, including sign-in options, layout, and image customization.
-
Site Layout (Reviewer Portal)
Information about choosing the color palette and navigation bar for the Reviewer Portal, including palettes, colors, and navigation options.
-
Settings (Reviewer Portal)
Settings page to configure general event options for the Reviewer Portal, including name, Google Analytics, and display formats.
-
Sessions (Manage Reviews)
Guide to managing session reviews in the Certain Speaker and Session Management portal.
-
Promo Codes – Quick Guide
A brief PDF guide describing how to set up Promo Codes for use in an event.
-
Event Promo Code Import Wizard
Instructions for importing event promo codes from a CSV file using the Event Promo Code Import Wizard.
-
Discount Import Wizard
Instructions to import discounts from a CSV file using the Discount Import Wizard.
-
Pending Roommates
Help article describing Pending Roommates in the event planning platform.
-
Import Room Reservations
Instructions to import attendees' accommodation reservations via Excel or CSV into an event.
-
Accommodation Guide (PDF)
A support-center article introducing the Accommodation Guide PDF for the Accommodation Module in Certain.
-
Define Report Export Actions (Events)
Defines how up to three Mass Actions can run automatically when a report is exported, and how reports can be exported.
-
Choose Report Grouping (Events)
Help article describing how to configure report grouping by summary groups for events in Certain.
-
How to Copy an Event
Steps to locate and copy an event in the Certain platform Event List and create a new event with updated details.
-
How to Delete an Event
Instructions to delete an event or program from an account or organization on the Certain platform.
-
API 1.0
Backward-compatibility article about API 1.0 access and migration to API 2.0.
-
Checking Imported Registration Data
Instructions to view imported registration data in Certain by selecting the underlined number in the All Registrations By Status section on the Regist...
-
Unmatched Roommates
Guide to matching unmatched roommates for room reservations in Certain's Help Center.
-
Matched Roommates
Help article describing the Matched Roommates feature in the Certain platform, listing matched roommate pairs and related behaviors.
-
Assign Roles
Background and steps for assigning roles to events in the Certain platform.
-
How to Import Accommodation Details
Step-by-step instructions to import and update accommodation details for registrations in the Certain platform.
-
Multi-Page Lists
Description of how multi-page data-list pages in Certain's Help Center handle pagination, filtering, and remembered selections.
-
System information
Instructions to display technical information about the current release in the Certain platform via Help and System Information.
-
E-commerce FAQ - Configuring E-commerce Accounts
Guide to configuring e-commerce accounts in the Certain platform, including supported gateways and setup steps.
-
Forms FAQ - Linking Website to Forms
Instructions to link a Certain form from an external website by copying the form URL from the plan form preview.
-
Event Waitlist form section
Documentation for adding an Event Waitlist form section and configuring its text, header, and behavior.
-
Attendee Types (Attendee Form)
Documentation on configuring and displaying Attendee Types in the Attendee Form for event registrations.
-
Display
Display refers to the look and feel of your event forms, websites and emails, with primary and extended display options.
-
Cookies in Certain
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...
-
Attendee Types
Guide to attendee types, their configuration, and related fees in an event.
-
Event Session Status Summary Report
A summary of the numbers of attendees registered for each instance of the event's sessions.
-
Pick Report Columns (Profiles)
Instructions for selecting and ordering data columns in profile reports within the Certain Help Center.
-
Security Settings
Security options in Certain Help Center Account Settings, including session timeout, password expiration, and email-related configurations.
-
E-commerce Account Details
Guidance for configuring e-commerce accounts, processors, currencies, and payment options in Certain.
-
Registration Statuses (for tags)
Administrators can tag standard and custom registration statuses; includes API 2.0 tagging details and a list of standard statuses.
-
Signal Integration with Salesforce Guide
Guide for integrating Certain Signal with Salesforce, including prerequisites, tagging, connections, flows, mappings, and troubleshooting.
-
Certain Signal: User Guides
PDF user guides for configuring and using Certain Signal to integrate with third-party applications.
-
Web Crawlability (for Forms and Websites) Guide
Guide on controlling crawlability of Certain events using ROBOTS META tags and related practices.
-
Integration Settings Needed for Stripe Payment Processor
Information on integration settings to use Stripe as a payment processor in events, including unsafe processing and enabling the setting.
-
2025 Summer Release #2 (8.3.32)
Release notes for 2025 Summer Release #2 (8.3.32) covering bug fixes across Custom Statuses, Email, Event Dashboard, Registrant Details, Promo Codes, ...
-
2025 Spring Release #2 (8.3.25)
Release notes for 2025 Spring Release #2 (8.3.25), detailing enhancements and bug fixes.
-
2025 Winter Release #5 (8.3.23)
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
AI-powered event management software for sales professionals to turn event engagement into sales and optimize attendee experiences.
-
2025 AI Trends for Event Management
In this eBook, we delve into how Artificial Intelligence (AI) is transforming the event industry and explore the latest AI trends poised to revolution...
-
Touchpoint Ignite — Event Apps for Exceptional Attendee Experiences
Deliver personalized, data-driven event experiences at scale with Touchpoint Ignite. Turn engagement into insights and revenue.
-
Zoom | Partner
Zoom partner page describing Zoom's cloud platform for video, voice, content sharing, and chat for events and collaboration with Certain.
-
Driving Record Attendee Engagement with Touchpoint
Case study on how Touchpoint boosted attendee engagement and booth activity for a leading medical devices company.
-
Certain. Make Every Moment Count.
Overview of Certain, a company turning events into revenue with AI-powered event technology; leadership and core values.
-
Managing a Live Poll from the VIP Portal
Instructions for managing a live poll from the VIP Portal, including login, selecting polls, editing questions, displaying questions, and projecting r...
-
Wi-Fi Requirements
Guidance on Wi-Fi considerations for Touchpoint app at events, including bandwidth usage, app data sync, and live polling considerations.
-
VIP Speaker Portal
The VIP Speaker Portal enables speakers to view and edit their profiles, access session surveys, upload presentations, and run live polls for events.
-
Lead Retrieval - Feature Overview
Overview of the Lead Retrieval feature including administrator/VIP portal and lead scanning instructions.
-
Sponsorship Opportunities
Guide to sponsorship opportunities within the Certain Touchpoint app, including rotating home page images, session ads, news stories, and exhibitor li...
-
Lead Retrieval - Feature Setup
Instructions to add and configure the Lead Retrieval feature, edit custom fields, grant access, and use the VIP Portal for exhibitors.
-
Touchpoint - Attendee Engagement
Webinar recording on Touchpoint Attendee Engagement covering Activity feed, Badge Game, Live Polling, and Survey.
-
Sample App Announcement Text
Instructions and sample text for announcing a mobile app for an event, including login and download steps.
-
Touchpoint Stream
Guide to setting up and managing Touchpoint Stream, including feature settings, creating streams from Agenda or Videos, broadcasting, and presenter to...
-
Marketing Ideas
Guidance on promoting your event app with Touchpoint, including announcements, highlights, and distribution tactics.
-
Troubleshooting On Site
Step-by-step guidance for troubleshooting access issues to the Touchpoint On Site app, including unlocking attendees, password checks, and dashboard o...
-
Email Analytics Frequently Asked Questions
FAQ covering dashboard refresh, statuses, tracking, retention, and CAN-SPAM compliance for Email Analytics.
-
Adding percentage based discounts to your Event
Guide on creating and applying percentage-based discounts to event registrations, including promo codes and logic-based discounts.
-
What to do when registrants do not receive emails - SPF/DKIM/DMARC Failure
Troubleshooting steps for email deliverability when SPF, DKIM, or DMARC checks fail in Certain's event emails.
-
Fully customize an Email Template in Certain
Guidance on creating fully customized email templates for events or forms in Certain, including styling tips and an example.
-
Best Practices: Email Deliverability
Guidance on ensuring email deliverability from Certain, including DMARC, SPF, DKIM, and best practices.
-
How to change the Font Size or Remove the Underline for Hyperlinks on Forms and ...
Instructions to customize hyperlink appearance on forms and websites using CSS, including example code.
-
Troubleshooting - Unable to Change Event's E-Commerce Account
Troubleshooting steps for changing an event's E-Commerce account in Certain, including currency lock and restoring deleted accounts.
-
E-Commerce Accounts - Errors Received Through Cybersource Payment Attempts
Overview of common Cybersource payment errors and steps to resolve them.
-
Administrators - Cybersource Setup Requirements
Instructions for administrators about Cybersource setup requirements in Certain Platform.
-
Administrators - E-Commerce Verification Settings
Options for configuring E-Commerce verification settings in Certain, including AVS verification, ZIP and street matching, and CSC collection.
-
Administrators - Enabling E-Commerce for Payment Processing
Information for administrators on how e-commerce works and how to configure within Certain.
-
General FAQ - Publishing Forms and Websites
Instructions on publishing online forms and websites in Certain, including how URLs are created and delivered to attendees.
-
General FAQ - Setting Up Users
Overview of creating and managing system users and assigning user types in Certain.
-
General FAQ - Setting Up an Event
Comprehensive guide to setting up an event in Certain, including event details, attendee types, agenda items, and display settings.
-
Review Sessions (Reviewer Portal)
Documentation for configuring the Reviewer Portal page used by reviewers to review assigned sessions.
-
Reviewer Portal
Prerequisites and navigation for configuring the Reviewer Portal in events, including required modules and session layout settings.
-
Allowlist IPs for Support Emails
Instructions to allowlist the IP address range used for Certain support emails.
-
Event Intelligence - Event Registration Chronicles
The Event Registration Chronicles dashboard analyzes the pace of registrations across a series of events, with filters and screenshot mode for present...
-
Event Intelligence - Review the performance of multiple events
Overview of the Event Program Analysis dashboard within Certain's Event Intelligence, detailing how it tracks registrations, attendees, and cost metri...
-
Event Intelligence - Key Metrics
High-level Key Metrics dashboard for event performance across registrations, attendance, engagement, and ROI.
-
Removing Attendees from Certain Platform when the Event has a Touchpoint Integra...
Instructions for removing attendees from Certain Platform when the event is integrated with Touchpoint.
-
Updating Speaker Information in Touchpoint
Special considerations for updating speaker information in Touchpoint when speakers are synced from Certain Platform or added directly in Touchpoint.
-
Session Speaker Integration - Touchpoint
Guidance on attaching speakers to sessions and session instances for Touchpoint integration in Certain Platform.
-
Reviewer Portal Page Layout
Instructions for editing the Reviewer Portal pages, including the Portal page, profile layout, and session layout.
-
New Report Updates in 8.0
Improvements to the Event Reports area in Certain Platform 8.0 include a redesigned Report List page, clearer Report Type guidance, grouped Data Field...
-
ACH Refunds
Information about ACH refunds when using Certain Platform and instructions for processing refunds outside the platform.
-
Deactivating a User From An Account
Administrators can deactivate users by changing their status to Inactive; deletion is not supported in the workflow.
-
Using Reports to Check if Emails Were Sent
Instructions to create and filter a Registration History Report to identify registrants who received a sent email.
-
Mass Download of Profile Images using a Report
Instructions to mass download attendee profile images by creating a Registrations report and adding a custom column for image file paths.
-
Using Google Analytics to Track Events in Certain
Guide to configuring Google Analytics integration in Certain, including how to obtain a Tracking ID and where to add it.
-
Primary Display Setup
Guidance on configuring the Primary Display: background color, fonts, page width, alignment, header/footer, and dynamic data fields.
-
Extended Display Options
Extended Display controls the look and feel of Event Forms, Websites, and Emails through HTML-based customization.
-
2025 Fall Release #1 (8.3.37)
Release notes for 2025 Fall Release #1 (8.3.37), including bug fixes for Agenda Display Options, Registration search, and Session Import.
-
2025 Summer Release #6 (8.3.36)
Release notes for the 2025 Summer Release #6 (8.3.36) of the Certain platform.
-
2025 Summer Release #5 (8.3.35)
Release notes for Summer 2025 Release #5 (8.3.35), detailing bug fixes for Forms > Inline Additional Registrations, Speaker Email Templates, and Revie...
-
2025 Summer Release #3 (8.3.33.1)
Release notes for the 2025 Summer Release #3 (8.3.33.1), detailing enhancements, On-Demand Badges, and bug fixes.
-
2025 Summer Release #1 (8.3.31)
Release notes for the 2025 Summer Release #1 (8.3.31) in the Certain Help Center.
-
2025 Spring Release #7 (8.3.30)
Release notes for the 2025 Spring Release #7 (8.3.30) detailing enhancements and bugs fixed.
-
Build and Manage an Event - Step 7
Checklist to get ready for registrants before accepting online registrations.
-
Build and Manage an Event - Step 1
Step 1 in planning an event in Certain; gather essential details before starting.
-
Activating Session Waitlist Automation
Instructions to enable automated waitlist processing for session registrations in Certain 8.0.
-
Adding file attachments for email templates
Steps to attach files to email templates in Certain, including single attachments, Zip files, and external links.
-
Digital Events - How to Share Webcast/Webinar Details using Email and Session Ca...
Instructions for adding the webcast join URL and Session Catalog link to an Email Template in Digital Events.
-
Setting Up Digital Sessions
Guidance for configuring digital sessions with Zoom or ON24 using Certain Signal on the Certain Platform.
-
Setting Up a Digital Event
Guidance on configuring digital events with Certain Signal and webinar providers Zoom or ON24.
-
Digital Events: Using Certain Signal with Zoom
Guidance for configuring Digital Events in Certain Signal with Zoom, including prerequisites and setup steps.
-
General FAQ - About Spam Filtering
Explains how email spam filtering works for Certain, including default From address and DNS entries to send from a different domain.
-
General FAQ - Managing Room Sharing and Roommate Matching
Explanation of Room Sharing and Roommate Matching (RSRM) and where to enable and configure the feature in the Certain platform.
-
General FAQ - Activating Agenda Item Waitlist on Forms
Instructions to enable and use the waitlist option for full agenda items in agenda forms.
-
Recommended Dimensions for Extended Display > Main Image Field
Guide to Main Image sizing in Extended Display and how to set header banners in Certain.
-
Speaker Email Templates
Guidance for creating and managing speaker email templates in Certain Help Center.
-
Check-In Insights
Dashboard with real-time graphs for Check-In data, including Over Time, Attendee Type, and Questions Analytics.
-
API Fetch FAQs
FAQ about API Fetch, the data synchronization feature included with Certain Enterprise.
-
Promo Codes Guide
Guide to using the Registration Groups as Promo Codes module in Certain.
-
How can I still deliver on my business objectives through digital events?
A guide for transitioning in-person events to digital formats with integration and engagement strategies.
-
Connect More! 19 Ideas for Greater Event App Engagement
A six-section guide detailing practical ideas to boost engagement with mobile event apps through personalization, gamification, agenda management, cro...
-
Why a Mobile Event App? Amazing Insights. That’s Why.
Overview of the rationale and benefits of using a mobile event app to capture attendee data and enable real-time insights.
-
Seamless Event Payments with Certain + Stripe
Certain’s integration with Stripe enables fast, familiar payments for event registrations, sessions, and add-ons with secure, global infrastructure.
-
Take a Tour of Touchpoint Ignite Event App
A tour of the Touchpoint Ignite mobile event app highlighting key benefits and features.
-
Take a Tour of Session Advisor
Take a tour of Session Advisor, including tour instructions and demo note.
-
The Top 10 Best Event Management Software Features
Infographic detailing ten key features of event management software to drive quality data and real-time insights.
-
The Event Marketing Playbook: Mobile Strategy
Tips and best practices for developing and executing a mobile strategy for events before, during, and after the event.
-
Setting Up Your Sales Meetings for Success
Infographic with tips for booking face-to-face sales meetings during events to drive pipeline.
-
Your Events are Talking, Are You Listening? (Video On Demand)
Explore Certain's Event Management Technology Solutions, including Manage Events, Engage Attendees, and Analyze Performance.
-
The Event Data Orchestration Cycle
Infographic explaining how to transform raw event data into quality insights through a structured data lifecycle.
-
The Hybrid Event Strategy Playbook
An ebook outlining how to blend in-person and digital event experiences into a hybrid strategy.
-
The Hybrid Attendee Engagement Journey
Infographic describing how to tailor attendee engagement to registration type for hybrid events.
-
How Events Drive Revenue
Infographic detailing how events drive revenue.
-
How Grand Connections Scaled Events with Certain
Video On Demand resource detailing Certain's event management technology solutions, including Enterprise Event Management Software, Touchpoint, and Ev...
-
Getting the C-Suite on Board with Your Events Strategy
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.
-
Event Strategies to Accelerate the Buyer Journey with Deep Insights
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...
-
The Event Marketing Playbook: Metrics & Data Strategy
Data is the secret weapon behind the most successful B2B marketing campaigns. This Playbook covers tracking key event marketing metrics to uncover hid...
-
The Event Marketing Playbook: Engagement Strategy
Guide outlining engagement-focused event marketing best practices to streamline execution and improve ROI.
-
Event Management Overview
Video on demand overview of Certain's event management technology solutions including Manage Events, Touchpoint, Event Intelligence, and additional re...
-
The Event Intelligence Playbook
A guide outlining ROI considerations, data challenges, and resources for event marketers.
-
Get Intelligent Insights From All Your Events
We help you track and analyze your event data and send signals to improve attendance, engagement, and revenue across all events, including hybrid, in-...
-
Ultimate Guide to Event Data Orchestration
Event data plays a crucial role in driving business outcomes by empowering marketing professionals to make informed decisions. This guide covers every...
-
Elevating Event Experiences with Deep Audience Insights
A guide offering tips and best practices to drive, capture, and act on attendee engagement data and connect events to measurable business results.
-
Crack the Code – Understanding Your Event Attendees
Video on demand webinar about uncovering attendee priorities, needs, and interests; how to ask the right questions, interpret behavior, and detect int...
-
4 Steps to Better Understand Your Audience
An infographic describing how events generate data and the importance of using the right technology to interpret it.
-
From Attendee to Advocate: Mastering Buyer Engagement at Events with AI & Event ...
An eBook detailing how AI and event intelligence drive attendee engagement and revenue at events.
-
3 Ways AI-Powered Session Recommendations Can Help Elevate Your Events
Video-on-demand resource exploring how AI-powered session recommendations can enhance event experiences.
-
Request a Certain Demo
Form to request a demo of Certain's event management platform.
-
Thomson Reuters Wins Big at the Stevie’s — Certain Proud to Power Their Success
Certain congratulates Thomson Reuters on Stevie Awards wins for SYNERGY2024 and explains how Certain's AI-powered event technology powers engagement a...
-
Certain Launches Touchpoint Stream to Power High Engagement Virtual and Hybrid E...
Certain announces Touchpoint Stream, a central platform for interactive virtual and hybrid events with live and on-demand content and attendee engagem...
-
Certain Integrates Stripe to Expand Global Payment Flexibility and Real-Time Rev...
Certain announces expanded Stripe payments integration to support 100+ methods, global payments, and real-time analytics.
-
Certain Announces Strategic Partnership with Capture Technologies to Enhance Eve...
Certain announces a strategic partnership with Capture Technologies to enhance on-site event operations and deliver real-time insights across the even...
-
EventOPS | Partner
EventOPS is an Event Resource Management system designed for your scaled event team – built to make requesting, budgeting for, and operating events st...
-
Attendee Management | Partner
AMi provides technology-based attendee management services using event registration software to help organizations simplify event planning and attende...
-
Thank You For Visiting Our Booth At IMEX America 2023!
Thank you page for IMEX America 2023 visitors with resources on event intelligence, event management, and event engagement.
-
What is Hybrid Event Management Software?
Definition of hybrid event management software and how it enables in-person and virtual participation.
-
What is Event Automation Software?
Definition of Event Automation Software: a technology evolved from traditional event management software to automate, personalize, and measure event m...
-
What is Audience, Participant, or Event Engagement?
Definition and scope of audience, participant, or event engagement and how technology enables it across event formats.
-
Who Uses Event Automation Software?
FAQ detailing who uses event automation software and related solutions.
-
What is the Proper Way to Track Event Attendees and Participants?
FAQ describing how to track event attendees and participants using spreadsheets, marketing automation, CRM, or end-to-end event management systems.
-
What Is a Mobile Event App?
Definition and uses of mobile event apps for attendees, organizers, and sponsors.
-
What is Event Intelligence Software?
Definition and overview of event intelligence software, including its purpose and capabilities across events.
-
The Ultimate AI Tech Stack for Event ROI
Learn how to scale, engage and drive revenue from events with AI in this engaging webinar.
-
Turning Event Data into Gold – 7 Ways to Measure the Business Impact of Your Eve...
An on-demand webinar about transforming event data into meaningful insights.
-
Transforming Your Event Data into Revenue and Results
On-demand webinar about Event Intelligence and turning event data into revenue and results.
-
Igniting Event Experiences with Intelligence & AI
On-demand webinar about unlocking a deeper understanding of event attendees and delivering revenue from events.
-
On-Demand Touchpoint Demo
Demonstration of the Touchpoint mobile event app by Certain, showing attendee engagement before, during, and after events.
-
From Signals to Sales: Activating Intent Data from Events
This on-demand webinar shows how to translate intent data into actionable intelligence that drives pipeline and accelerates deals.
-
Event Center For Marketers and Event Planners
Learn and grow with Certain’s world-class events, past and present.
-
Improving Efficiency & Lead Quality
Rockwell Automation partnered with Certain to centralize global event data, improving efficiency, lead quality, and global scale.
-
National Instruments Achieves Significant Cost Savings and Accelerates Lead Gene...
National Instruments uses Certain's end-to-end event management platform to accelerate lead generation and reduce event-related costs.
-
How Grand Connection Scaled Events with Certain’s Smart Event Technology
Grand Connection scales events with Certain’s Smart Event Technology to streamline workflows and enhance attendee engagement.
-
Connect with our Awesome Sales Team
Form to contact Certain Sales and reach departments such as Support and Accounting & Billing.
-
Contact Us
Contact page for Certain with a form to connect, and information for support and billing contacts.
-
Real-Time Signal Delivery: When Speed Meets Context, Revenue Teams Win
An analysis of real-time signal delivery in event data and its impact on revenue teams.
-
5 Must-Have Features of Event Management Technology for Marketers
Overview of five essential features for event management technology for marketers, including mobile apps, automation integration, lead intelligence, a...
-
3 Ways to Drive Loyal, Repeat Event Sponsors
Three strategies to increase sponsor loyalty including attendee engagement, early bird discounts with post-event surveys, and sharing event learnings.
-
3 Steps to Creating Event Content that Drives Business Results
Three steps to create event content that resonates with attendees and drives business results using data orchestration and event intelligence.