Session & Agenda Setup

Tags can be added by an administrator to an account or sub-account. Tags track attendee interests by applying tags (and points) to agenda items and se...

Using Custom Questions to Collect Information About Agenda Items, including legacy note, best practice guidance, answer value rules, cautions, and war...

Notification Setup explains how to configure email notifications based on capacity or inventory thresholds for attendee types, agenda items, events, r...

Event FAQ help topic. Updated content includes a “How do I...” list covering basic event settings, attendee types, event status designations, agenda, ...

Digital Events: Overview is an outline for setting up digital events in Certain. The guide covers Zoom and ON24, prerequisites, and step-by-step confi...

Touchpoint support article for configuring capacity planning as an extension of the Agenda feature. It covers Allow Session Registration, session cons...

Guide to creating and managing groups for registration groups in events, including assignment and group details.

Packages is a Certain feature that groups Agenda Items into a logic rule component for registrant quantity checks, including reporting via “Registrati...

Custom Event Data is event-builder-created question content that is not answered by registrants. It is used for internal reporting and for conditions ...

The Agenda Details area creates, edits, and views agenda items. It explains Fields like Name, Type, Unique Code, Start Date and End Date, and inventor...

Steps for adding questions to agenda items, including “Event Setup > Agenda > Advanced.” legacy feature caution and the link to “Configuring Event Que...

Conference Catalogs page instructions for using Certain Platform Catalog List, syncing Sessions and Speakers, and adding new Session or Speaker Catalo...

How to set up a Session Catalog in an event that has Speaker and Session Management and its Conference Sessions sub-module enabled.

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

Website News Page is a generic page where static content appears on the public-side of the website via EVENTS > Websites > Add/Edit website > News.

Financials (Attendee) explains financial transactions, payments, refunds, general ledger account codes, current activity actions, transaction history ...

Agenda (Attendee) explains how attendees’ selected agenda items or planner-entered agenda items are displayed and managed, including Registration Head...

This topic describes how you can assign, update and cancel non-fee-based agenda items on existing registrations using the Registrations > Import page.

Touchpoint Dashboard Training - June 2021 includes an agenda with App and Event (Gathering) Settings, App submission process, and Layout and Features.

Agenda Feature Settings and Management for the Touchpoint event app. It includes Allow Session Check-Ins, session check-out options, Section Headers, ...

A Profile contains contact and other information for individuals who have attended Events. Learn how to create Profiles, invite Profiles to an Event, ...

Power Template (Display Fields) instructions for Branding Content File, Event Content File, Select Navbar Menu Items, Style Options, and separated con...

Documentation for creating and editing the Advanced Template. Includes steps for “Add a New Event” and configuring Display Fields and Event Website, p...

Instructions for creating and editing the Basic Template, including the workflow for adding the Basic Template and how to edit Display Fields like eve...

How to share webcast/webinar join URLs for Digital Events using email templates under Promote > Communication > Digital Events Templates and optionall...

Certain does not have a specific feature for appending Agenda Items directly to an Email Template. Display Rules can include the Personal Agenda secti...

A Website conveys event information to the public or attendee groups. This FAQ explains website use, website page structure, and default standard page...

General FAQ for setting up an event in Certain. Learn how events define registration foundations, then configure event setup, attendee types, statuses...

Certain 7.1 extends Certain Digital with complete insight from Zoom and ON24 and updated Session Catalog and Touchpoint web Attendee Engagement app. I...

Setting Up Digital Sessions explains what a digital event is, prerequisites for Certain Signal with Zoom and ON24, and step-by-step setup for one webi...

Setup steps for Digital Events using Certain Signal with ON24, including ON24 API access token details and Certain Signal QUICK START flow creation op...

Setup for Digital Events in Certain using Certain Signal with Zoom. Includes Zoom Pro prerequisites, OAuth Connection steps, and Zoom webinar settings...

Learn how to search for Events by specifying search criteria, choosing fields and operators, setting account scope, and navigating paginated results o...

Search instructions for selecting Registrations, Profiles, Events, Forms, or Websites. The steps explain choosing a field and operator, entering a val...

Email template for the email sent automatically every hour to all new registrants for a digital event. Includes edit and view steps, plus best practic...

Agenda Item Quantities settings: choose Quantity or Quantity Label, and configure labels for Quantity = 0, = 1, = 2, and > 2 for the report “Registrat...

The Content Display section (Plan > Event Setup > Content Display) covers Display Fields, Content Blocks, and Display Rules for Event Forms, Websites,...

Agenda items are defined in Scheduled Items, Fees, Merchandise, and Other, with options for Organize Agenda Categories, Import & Export, and Waitlisti...

Update Full Capacity/Inventory Messages by changing Sessions labels in Plan > Form > Session > Session Display Options > Add/Remove Button Labels and ...

This support article explains how the Session Catalog controls which sessions appear in session filters, including Highlighted, Promoted, and General ...

The Session and Speaker Catalogs have 3 main display styles: Magazine, Promoted, and General. Select the style under Define Layout > Session Display.

The Login area of the Session and Speaker Catalogs allows you to set design and options displayed, including Log In Screen, Sign-Up Form page link, an...

Themes, Best Practices, Misc - Adding JavaScript, Images size for Banner, etc. General Tips And Best Practices For Session Catalog. Themes are under D...

Session Advisor AI FAQ covering what Session Advisor AI is, how it works, uniqueness, who it is designed for, integration into Session Catalogs, recom...

Instructions for using a table in the Description editor to control how Agenda Item descriptions/labels display in the Form.

Instructions for creating and navigating the Power Template, including Display Fields and Content Blocks setup steps and the list of Power Template (S...

Create Signal Outbound Flows for Digital Events (ON24). Configure Account Settings > Implementation > Signal - Real - Time Data Integration, select Ou...

Warning for Certain event setup: do not use Sel? and Web? options for answers to Agenda Item Questions, because Sel? and Web? answer values can remove...

Insights for the AI-forward event marketer. Playbooks, research and product news on turning events into pipeline.

How to bulk upload Agenda Sessions in Touchpoint using the Agenda Bulk Upload Template Spreadsheet, including required spreadsheet columns, field mapp...

Events are positioned as the tried-and-true GTM channel for B2B Companies in 2026, with guidance on buyer access, signal capture, and repeatable event...

Certain's event management platform enables planning, delivering, and repeating in-person events with live support and Event Intelligence.

Certain “ALL EVENT TYPES” page describes in-person, virtual, and hybrid event formats, badge scan signals captured, lead score 92/100, and push to sal...

Custom Display Fields are located under Account Settings > Management > Display Fields, where administrators create display fields that appear in Plan...

Fees can be added to Agenda Items, Attendee Types, and Sessions. The article explains how fee expiration works and how changing fee amounts affects re...

Instruction content for creating up to five review tiers. The page covers tier setup columns, actions for editing or deleting tiers, a drag-to-reorder...

Session Reviews is a dashboard page that summarizes the current status of reviews, including a Funnel Chart and Tier Detailed table with statuses like...

IX. Understanding the Style Options lists Button-Style Options, Agenda-Style Options, Speaker-Style Options, Sponsors-Style Options, Form-Style Option...

Power Template (Content Blocks) help article. Learn where to find Event Content Blocks, how to edit a content block using the Edit button (Pencil), an...

Meeting Requests (Home) describes the Meeting Requests List, including filter options and the columns and actions shown for meeting requests.

Meeting Requests (Websites) page content, including Meeting Request List behavior and Meeting Requests List Labels customization, available only when ...

Sessions can have multiple statuses during the Event lifecycle. Learn how to schedule sessions using the Scheduler and how to use Mass Actions to chan...

Session Reviewers can create tier-based session recommendations. The article explains how to create a recommendation using Manage > Speakers and Sessi...

Learn how to use an agenda item and logic rules to apply discounts to registrations based on attendee type, question answers, or email address domain.

Session reminder emails can be automatically sent on a scheduled basis relative to session start time. The page explains template setup, scheduling, t...

Itinerary Settings guide for configuring the appearance and content of the Itinerary PDF, including Itinerary Options, page header, layout colors and ...