Sales Enablement Resources

Information about the Registration Contact and how to create or edit it within the Event Setup section.

A history of Changes Reports and reports containing the full Credit Card Number run on data within the current account.

Guide to setting up and editing a Speaker Catalog in Certain Platform's Event Management system.

Instructions for managing conference catalogs, including adding catalogs, syncing sessions and speakers, and catalog list actions.

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

Guide to setting up and editing a Session Catalog using the Catalog Designer in Certain Platform.

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

Guidance on adding, editing, or viewing reviewer records within the Speakers and Sessions module.

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

Help article describing how to configure the Speaker Portal for submitting abstracts, including Submitter, Speaker Details, Session Details, and Addit...

Guide on adding conditional logic to Speaker Portal pages to control field visibility based on rules.

Documentation on configuring the My Sessions page for the Speaker Portal, including layout, editing facilities, and conditional logic.

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

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

A generic page for static content to be displayed on the public side of the Website.

The Event Details page is a special page navigable only by selecting an event on the Events List and allows the use of event-specific Dynamic Data Fie...

Generic Home page for placing static content on the public side of the website.

Overview of the Meeting Requests List page with filters, columns, and actions.

Help article describing meeting requests on websites, including page content and list labels.

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

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

Instructions for searching websites across events and accounts in the Certain Help Center.

Generic help-center page for static content on the public side of the website.

Help article describing the Event List for Reviewers in Certain.

Illustrated PDF guide describing how to manage Sessions and Speakers in an event.

A report listing all qualified sessions and their speakers; exportable to Excel, available when the Speaker and Session Management module is enabled.

Overview of account history retention, records, and download options in the Certain Help Center.

Release notes for 2025 Spring Release #6 (8.3.29).

Release notes for 2025 Spring Release #3 (8.3.26) covering fixed issues including accounts usage reports, agenda item guest list, email handling, form...

Get all the information you need about the intelligent Event Management Solution from Certain. Whitepapers, guides, infographics, webinars, and more.

A hub of content for event marketing and management, offering guides, infographics, videos, webinars, and whitepapers.

Instructions to download and use the QR code embedded with the App Info URL for Touchpoint apps.

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 Touchpoint security responsibilities, including CMS account access, auto logout, password requirements, and reporting security concerns.

Instructions to bulk upload translations in Touchpoint by exporting primary language content, translating in Excel, and re-importing.

Guide to editing event information, icon, and settings in Touchpoint.

Instructions to export content from a previous event to a future event in Touchpoint CMS, including exporting to Excel and importing.

Form to submit a support request including email, priority, subject, event info, date, description, and attachments.

Touchpoint User Dashboard Training article in the Touchpoint Support Center with a video tutorial.

Guide on tagging attendee statuses and sessions required for attendees in Touchpoint.

Overview of how speakers and sessions transfer from the Platform to Touchpoint in the Touchpoint Knowledge Base.

Support knowledge base article about the required items for app submission in Touchpoint.

Instructions for editing the settings of a new Touchpoint app.

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

Guidance for bulk uploading agenda sessions into Touchpoint, including required fields, mappings, and import steps.

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

Explanation of the 'Please wait' error when the maximum number of Concurrent Registrations is reached and troubleshooting steps.

Guidance for diagnosing dynamic data field display issues in templated emails when recipients are marked as Test Registrants.

Overview of the Event Agenda Summary Report in the Certain Help Center, including export, hyperlink behavior, and definitions of status counts and inv...

Overview of the Completed Registrations by Answer Report, including totals by answer options and non-selections.

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

Guidance on handling duplicate profile usernames and deleting profiles in Certain's Help Center.

Instructions for managing Master Speakers and instance speakers for sessions in Certain's platform.

Details on adding display logic to Speaker Portal pages, including how to add conditional sections and naming conventions.

Overview of the three display styles for speaker and session catalogs and how to configure highlighted and promoted sessions.

Multiple catalogs can be created for a single event with separate displays for VIP or General attendees, or to highlight a speaker and their sessions.

Instructions for configuring and editing the My Sessions layout in the Speaker Portal.

Instructions for configuring the My Information page in the Speaker Portal, including edit permissions, layout propagation, field management, and phot...

Overview of submitting a proposal for the Speaker Portal and signing in, with setup instructions for portal pages and login.

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

Help center article describing how to resolve the 'The mass action is currently being run in another active request' error in Mass Action reports.

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

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

Release notes for Summer 2025 Release #4 (8.3.34) covering fixes across Agenda Sections, Country List, Email, Forms, Locations, Session Blocks, Speake...

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

Overview of common errors in Signal Flows and troubleshooting steps.

Instructions to add a hyperlink to an image or banner using an HTML editor in Certain's Help Center.

Instructions to convert an email address in an email into a clickable hyperlink by setting the contact email as a hyperlink in the email template.

Guidance on assigning master speakers to sessions and specific instances, including imports.

Guide to adding speakers manually, via import, or with existing profiles in the Certain platform.

Instructions for adding speakers to a Session with Instances in the Certain Help Center.

Instructions for duplicating a report using the Report Copy Wizard in the Reports/Analyze page, including steps to copy a report and handling Changes ...

Instructions for requesting features for your Platform Account by emailing help@certain.com, with options to provide feedback and view comments.

Instructions for marking an event as favorite in the Certain Help Center.

Help article explaining optional email templates for accepted registrations and the risk of sending duplicate emails.

Guide to configuring Speaker and Session Management in Certain, including Conference Sessions, with setup, sessions, speakers, tracks, and reports.

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

ROI-focused page addressing resources and insights to deliver measurable return on investment from events.

A guide explaining the value of a mobile event app, with sections on management, engagement, and analytics.

Infographic about how marketing events are changing and related resources from Certain.

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

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

A hub of guides, infographics, videos, webinars, and whitepapers on event marketing and management.

Video-on-demand resources and learning content for event marketing and management.

Learning center with infographics and resources on event marketing and management.

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

Form to request a demo of Certain Event Advisor.

Form to request a demonstration of Certain Buying Signals, featuring fields for first name, last name, company, and work email.

Recap of a webinar on activating event intent data to turn engagement into revenue and strategies to act on signals across pre-, during-, and post-eve...

Explains how real-time, context-rich orchestration of event signals enables multiple revenue teams to act in unison and drive revenue.

Explains buying signals, their types, and how to capture them in real time for event intelligence.

Guide to turning event signals into revenue through signal intelligence and engagement insights.

Three AI-powered strategies to convert event leads into sales-ready conversations: engagement signals, personalized post-event outreach, and AI-powere...