Session Administration

Guide to managing education credits, credit types and certificates for sessions.

Summary page in the Registration area of Account Settings for administrators, listing data from Custom Profile Data, Financial Data, Printable Confirm...

Guide to creating and modifying custom Profiles reports, including Setup, Display, Groups, Subtotals, Columns, Filters, and Page sections.

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.

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

Instructional article about managing reviewer tiers in the Speaker and Session Management module, including adding, editing, and deleting tiers.

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.

Dashboard page summarizing the current status of session reviews, with funnel chart and tier details.

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

Guidance for creating and managing consolidation reports across multiple events in a Certain account.

Step-by-step guide to remove a registrant from an event in the Certain Help Center.

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

Steps to assign an Event Owner in Certain Help Center. Only administrators can add users to an account; contact the administrator or email help@certai...

Mass actions enable bulk updates to registrations; the article explains updating a group of registrations and contrasts with editing each record indiv...

Instructions for searching forms across events and across accounts in Certain's Help Center.

To search for Events across accounts and sub-accounts, specify search criteria and Submit to view results.

Custom Fields for groups enable storing extra information about each group via the Groups > Group List page for the same event.

Overview of managing scheduled agenda items, including types, grouping by groups/locations/tracks, and actions like add, edit, delete, search, and imp...

Guides detailing Check-In configuration and Quickstart, plus printer and device recommendations.

Instructions to configure VIP alerts in Certain Check-In, including basic configuration, triggers, organizations, attendee types, attendees, and conta...

Guidance for using the VIP alert creation wizard in Certain Check-In, including steps to configure alert name, date range, organizations, attendee typ...

Instructions for defining report export actions and export methods within the Certain platform.

Documentation for creating and managing reviewer email templates in Certain's Help Center, including fields, from/reply addresses, assets, and attachm...

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.

A detailed list of all sessions in the event, including session name, code, track, type, capacity, occurrences, and more.

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

A summary of how many of each scheduled instance of the event's sessions have been selected by attendees.

A detailed list of all speakers assigned to the event, including profile, bio, abstract, and whether speaker agreement and profile pictures have been ...

Instructions for managing sessions in Speaker and Session Management, including adding, editing, deleting, filtering, and scheduling.

Help Center article describing how to view and update account information for administrators in the Certain platform.

Documentation for creating and editing account-level custom reports, including visibility, report types, and changes-tracking.

Guide to adding, importing, editing, and deleting industries at the account level for use in speaker and session management.

Help article describing how to add, import, and manage account-level job functions for speakers and sessions.

Instructions to set up General Ledger accounts for events in Certain, including the default G/L account list and how to customize values.

Configuration options for branding and settings of the Certain Check-In app, including account logo, header/footer background, and event list display.

Overview of Single Sign-On connections for a Certain account, including types, editing, and field mappings.

Documentation of the Entry Page for Attendee Form, covering access permissions, waiver, login options, passcodes, SSO, and related settings.

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.

Event Advisor personalizes attendee journeys with AI recommendations while capturing engagement data and intent signals.

Overview of exhibitor feature options including check-ins, related links, videos, comments, favorites, attendees, and lead capture in the Touchpoint a...

Attendance Tracking enables scanned check-ins for sessions by matching QR codes to Lead Codes, with authorized users, badge printing guidance, and att...

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.

Details on agenda feature settings and management in Touchpoint.

Instructions to manage attendees in the CMS, including adding attendees, setting passwords, checking messages, and managing credits, check-ins, badges...

Guidelines for creating and managing Groups and Terms to filter lists in Touchpoint.

Instructions for scheduling sessions using the Session Scheduler, including location-based and location-free scheduling, automatic publishing, and mas...

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

Guide on enforcing email uniqueness for forms and handling 'A registration already exists' errors in Certain.

Explains the effects of marking a form as the Primary form, including how it affects emails and display sections.

Guide to configuring the Entry Page for a Form, including permissions, waivers, security, passcodes, SSO, and messaging.

As part of a report's setup, you can specify up to three Mass Actions to be triggered automatically when the report is exported. Exports can be automa...

Administration overview for administrators to navigate account settings in the Certain platform.

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.

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

A brief guide to using the Certain Check-In iOS app for on-site attendee check-in and walk-ins.

Guide to using the Performance Dashboard for a single event in Event Intelligence, including totals, demographics, and session data.

Steps to tag registration statuses with Touchpoint: Synced to pull registrants into Touchpoint from Certain Platform.

Instructions for deleting and restoring test registrations in an Event, including single registrations and multiple registrations.

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

Guide to filtering and displaying sessions in the Session Catalog, including highlighted and promoted sessions and default filters.

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.

Session Reviewers can create and manage recommendations across review tiers, including automatic processing.

Instructions for creating, importing, and emailing reviewers for session reviews on the Certain platform.

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

Documentation on configuring the registrant login and session display experience in the catalog.

Tips and best practices for theming and configuring session catalogs, including where to find themes and how to use Additional Settings.

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

Guide describing how to create up to five session review tiers, including default tier, visibility, privileges, email templates, and recommendations.

FAQ about Session Advisor AI in the Session Catalog, including how it works, setup, performance, and privacy.

Documentation for creating and editing the Advanced Template in the Certain platform, including Display Fields and Content File usage.

Upcoming changes to Add to Calendar with AddEvent integration in the Certain platform (7.1.7).

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

Instructions for removing images and files from the Assets section of an Event or an Account.

Instructions to remove access to a Sub-Account in Certain Platform; deleting Sub-Accounts is not supported.

Explains how fees expire and how to change fee amounts in Certain, with examples and screenshots.

Guide to creating and managing Sub-Accounts within an Account on the Certain platform.

Release notes for the 2025 Fall update 8.3.39, including enhancements, bug fixes, and reporting changes.

Release notes for the 2025 Spring Release #5 (8.3.28), including enhancements to Registration Administration and fixes for Agenda Items, Stripe paymen...

Guidance for planning and creating registration reports for events in the Certain platform.

Guidance on deleting or delinking webinars from events or sessions using Certain's Signal integrations, with step-by-step instructions.

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

Guidance on syncing session related links from Platform to Touchpoint using the Touchpoint: Related Link tag.

Steps to delete sessions via mass action in Certain's Speaker and Sessions module.

Guide for administrators and event builders to create a new event in the Certain platform.

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

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

Certain enables manual or bulk session creation using Standard or Conference Layouts, including step-by-step import and one-by-one addition.

Overview of how Session Tracks are used and the workflow for adding tracks and assigning reviewers.

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

Instructions to update messages for full inventory items or reached capacity for sessions and agenda items.

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

Configure VIP alerts for Certain Check-In, including alert name, active dates, triggers, attendees, and contacts.

Instructions to configure profile fields shown in the Certain Check-In app.

Configuration page for the Check-In Basic settings, including Temporary Access Code, Guest List options, and related features.

Instructions to enable session check-in and manage walk-in attendance for sessions in Certain Check-In.

Group List enables managing registrant groups for events, including adding, editing, importing, and assigning attendees, with optional agenda items, s...

Automated, scheduled session reminder emails with Dynamic Data Fields, templates, scheduling, testing, and analytics.

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

Overview of recurring sessions, delayed creation, fees, conflict checks, check-in, and edits.

A concise guide listing ten key features to evaluate in an event management platform.

A practical guide for marketers on using attendee data to personalize engagement and drive measurable event outcomes.

Certain launches Session Advisor AI, an AI-powered personalization solution delivering scalable, personalized session recommendations to accelerate bu...

Certain announces an AI-powered event buying signals suite to transform event activity into actionable buying signals for marketers.

Explains how AI-powered insights and automation turn event attendees into customers through personalization and optimized follow-ups.

AI-powered recommendations to personalize event journeys and drive engagement and revenue.

Blog post describing AI-powered personalization and Session Advisor AI to enhance attendee experiences and drive revenue.

Explains how AI-powered post-event follow-ups close the engagement gap and accelerate revenue for event marketers.