Session & Agenda Setup

Guidelines for using Participant Type to group users and restrict features in Touchpoint.

Capacity planning is an extension of the Agenda feature in Certain Touchpoint. It explains how to enable and manage capacity planning for sessions and...

Overview of app features for the Certain Touchpoint attendee app, including navigation, agenda, My Schedule, speakers, attendees, contact exchange, sh...

Touchpoint Dashboard Training - June 2021 article documenting agenda, settings, and related resources for the Touchpoint webinar series.

Attendance Tracking enables QR scanning for session check-ins, Lead Code mapping, and badge printing guidance for Touchpoint.

Settings for agenda features in Touchpoint's app, including check-ins, sub-sessions, columns, and more.

Guide to applying percentage discounts to event registrations via promo codes or logic-based rules.

Overview of how Content Display controls the look and feel of Event Forms, Websites, and Emails, including Display Fields, Content Blocks, and Display...

Overview of navigating main event components within your account, including the Event List tab and Event-specific tabs (Plan, Promote, Manage, Engage,...

The Registration Status tracks the progress of a single Registration; it can be used to qualify Registrants and organize attendees within an Attendee ...

Troubleshooting steps to resolve cases where payment information saves but does not process on complete registrations in Certain's event forms.

Guidance on managing chargebacks, adjustments, test payments, and refunds in payments workflows.

This article discusses common error messages and issues encountered with Cybersource payments and provides guidance for resolving them.

Guide to creating cancellation fees for registrations and agenda items, and processing refunds.

Explains what happens when a form is marked as Primary for an event in the Certain platform, including how emails and sections display.

Manual waitlisting steps for Attendee Types, including Reg status handling, manual promotion from Waitlist Hold, and adding custom HTML for waitlisted...

Instructions for streamlining agenda item entry in the Certain platform using Import and Export features.

Overview of account structure, sub-accounts, and custom profile questions in the Certain platform.

General FAQ - Setting Up Websites explains how a Website is used within event websites and lists the default pages and their purposes.

General FAQ describing how to set up online registration forms in the Certain platform, including form sections and sequencing.

Guidance on configuring online forms for registrations in Certain's event platform, including sections and logic.

Guide for creating, editing, and managing agenda items in events, including types, inventory, fees, and labels.

Instructions for assigning custom questions to event agenda items, including steps and caveats.

Instructions for configuring the Session Catalog Designer within Certain Platform, including creating catalogs, editing layouts, design elements, and ...

Help article describing the Auto-Match Roommates feature, including Summary, Auto-Match, and Roommate Matching Preferences.

Documentation on configuring report grouping for events, including grouping levels, sort criteria, date grouping, and print options.

Options for display and print settings of event reports in Certain.

Instructions for creating and managing Consolidation Reports across multiple events in the current account.

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

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

Instructions for filtering and displaying sessions in the Session Catalog, including Highlighted, Promoted, and General sessions and default filter op...

Overview of three display styles for session catalogs: Magazine, Promoted, and General; guidance on where to configure and how to highlight sessions.

Documentation on login options, My Sessions, and session catalog layout for registrant experiences.

General tips and best practices for the Session Catalog, including how to access themes and where to add branding settings.

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

Guide to showing content on forms using Inline and Display Logic in the Certain platform.

Instructions for displaying Agenda Item descriptions and labels in the Form by using a table, including steps to edit Agenda Items and insert a table ...

Instructions for configuring Display Fields in the Power Template, including Branding Content File, Event Content File, Navbar items, style options, a...

Instructions for creating and navigating the Power Template within the Certain platform, including Display Fields and Content Blocks.

Documentation for creating, editing, and managing the Advanced Template in Certain's Help Center.

Documentation on creating and editing the Basic Template installed on client request.

Upcoming 7.1.7 changes replace the Add to Calendar implementation with an AddEvent integration. It includes account-level and event-level configuratio...

Instructions for creating and using custom display fields to configure event displays in Certain's platform.

Instructions for issuing and processing partial refunds in the Certain platform

Learn how to use agenda items and logic rules to apply discounts to registrations. Step-by-step guide to create the agenda item, a trigger question, a...

Details about how event fees expire and how to change fee amounts on items and registrations in Certain.

Documentation on managing accounts and sub-accounts within the Certain platform, including account structure, data isolation, and how to use sub-accou...

Guidance on adding options to registration forms, including agenda, accommodations, payments, and logic.

This article explains how to configure Signal's outbound flows for the ON24 integration, enabling data to be sent to ON24 to register or cancel attend...

Steps to remove a registrant from an event in the Certain Help Center, including mass-action deletion and profile deletion, with cautions on payments.

Instructions to locate and copy an event in Certain's Help Center.

Instructions to add an event owner in Plan > Event Setup > Details, including the required administrator permissions and contact guidance.

Guidance on creating a scheduled Email for Digital Events that includes the webcast join URL and optional Session Catalog links.

When adding Speakers to a Session with Instances, an Alert will display to give the option of including that Speaker to associated instances.

Guidance on using Display Rules to include Personal Agenda items in an Email Template for events in Certain.

Overview of Session Blocks and step-by-step instructions to create and attach them to email templates in the Certain platform.

Release notes for Certain 7.1.3 detailing enhancements and bug fixes.

Release notes detailing enhancements and bug fixes for Certain 7.0.3.

Release notes for Certain 7.0.2 covering enhancements and bug fixes across Digital Events, Dynamic Data Fields, session management, and related featur...

Release notes for Certain 7.0 including accessibility, digital events, speaker management, signals, and content display enhancements.

Documentation for managing Meeting Requests on Websites within the Certain Help Center. It explains the Meeting Request List behavior, how to customiz...

Overview of Certain Platform and getting started topics for event automation.

Documentation for managing attendee financials, including payments, refunds, invoices, transactions, and general ledger setup.

Overview of Global Links and Primary Navigation in the Certain Help Center.

Instructions to update the messages displayed when inventory is full or capacity is reached for Sessions and Agenda Items.

Forms FAQ outlining how to set up the Agenda Search section, including filters, labels, pagination, and no-results messages.

Frequently asked questions about forms in the Certain Help Center.

Instructions for configuring digital sessions with Certain Platform, Signal, and webinar providers (Zoom/ON24).

Detailed guide to configuring Certain Signal with ON24 for digital events, including prerequisites and setup steps.

Instructions for configuring Digital Events using Certain Signal with Zoom, including prerequisites, initial Zoom setup, and outbound/inbound flows.

Outline of setting up digital events in Certain, including prerequisites and step-by-step instructions.

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

Instructions for searching events across accounts and sub-accounts, including search criteria and navigation.

Guidance on using the search feature in the Certain Help Center to locate records across Registrations, Profiles, Events, Forms, and Websites.

Guide to using the Event List in Certain Platform, including navigation, filters, columns, and actions such as add, export, and copy.

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

Guide to creating, importing, and reporting promo codes for events in the Certain Help Center.

Instructions to add or edit a Custom HTML section on a registration form in Plan > Forms > Custom HTML, including headers, data fields, page HTML, and...

Overview of the Packages feature in Certain Help Center, including creation, editing, deleting, and reporting packages.

The Verify / Edit Info (Attendee Form) article explains how registrants review and edit their registration, view a summary, modify each registration p...

Configuration options for Agenda sections within the Registration Form, including Personal Agenda, Agenda, and Agenda Guest List.

Agenda sections on a registration form allow attendees to select agenda items. You can add up to 40 Agenda sections. Examples include Session Breakout...

Instructions to create a promo code with a $0.00 fee/discount in the Certain platform.

Legacy feature to assign custom questions to agenda items for event registrations; includes cautions and best practices.

Use this page to add and edit custom Event Display Fields for use in any events in this account.

The Questions page explains how to create and configure custom questions for registration forms and related areas in Certain.

Instructions for managing Merchandise items within an event's Agenda, including item list operations, custom merchandise types, and groups/classificat...

Overview of managing fees, discounts, taxes, and custom types on the Agenda Fees page in Certain's event platform.

Overview of scheduled agenda items, their types, views, and grouping in the Certain event platform.

The Setup Dashboard is the planner’s home page for configuring event details, attendee types, questions, schedules, reports, forms, emails, and additi...

Instructions to configure the appearance and content of the Itinerary PDF within the Certain platform.

Email template for the hourly email sent to new digital event registrants.

Overview of managing agenda items for attendees in Certain's event registration tool, including adding items, statuses, and guest lists.

Attendee Overview page in the Certain Help Center shows a detailed, sectioned summary of a selected attendee's information, including profile, registr...

Account Usage article describing how administrators can track usage and generate reports, including events, registrations, imports, test registrations...

Help Center article detailing how to manage tags including adding, listing, importing, and exporting tags.

Details about Custom Event Data in the Certain platform, including access, usage, and management of custom questions and account-level display fields.

Instructions to import event groups from a CSV file using the Import Groups feature.

Overview of agenda categories (Scheduled Items, Fees & Discounts, Merchandise, Other) along with import/export, waitlisting, and category organization...

Session Reminders enable automated, scheduled emails relative to session start, including templates with Dynamic Data Fields, testing, and analytics.

Integration of Stripe with Certain enables online and in-person event payments with 100+ methods and global reach.

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

Overview of the Touchpoint Ignite event app tour, highlighting key features and benefits.

A tour page presenting the Certain solution with a product tour frame and a banner highlighting revenue from events.

Download this infographic to learn about how combining data from marketing automation and events is a powerful way to deliver ROI.

In Part 3 of our Enterprise Events series, we take an in-depth look at enterprise events from a C-Suite perspective and answer questions such as: Are ...

Guide describing how to blend in-person and digital event experiences to form a hybrid event strategy.

A guide describing how account-based marketing (ABM) intersects with event strategy to prioritize target contacts.

An eBook, Part 2 of the Enterprise Events series, explaining how events serve as a strategic lever in B2B marketing and how to plan, measure, and adap...

Guide on driving, capturing and acting on attendee engagement data for virtual, hybrid, and in-person events.

Infographic describing how digital events help deliver business objectives and how to implement them.

Guide outlining steps to convert event leads using event data for lead scoring and nurturing.

A guide explaining how digital and in-person strategies drive better returns for businesses through event management technology.

Zoom partner page with overview and events-focused call to action.

Certain’s Stripe integration provides a fast, familiar payment method for registration, paid sessions, and add-ons, backed by Stripe’s secure global i...

Event management software helps organizations manage in-person, online, hybrid, and on-demand events.

Whether your next event will be in-person, virtual, or hybrid, getting your attendees involved is key to making it a success. Connect with attendees o...

On-demand video addressing attendee decision fatigue by letting AI decide which sessions and activities to attend.

A page to request a demonstration of Certain Buying Signals, featuring a form to capture name, company, and work email.

Explains data-driven marketing, its impact on event ROI, and steps to implement for events, including targeted emails, personalization, scheduling, an...

Explores how AI-powered event apps and event intelligence help marketers turn attendees into advocates by analyzing engagement and delivering personal...

Analysis of events as a core growth channel for B2B go-to-market in 2026, focusing on signal capture and rapid follow-up.

Learn how to activate the Automated Waitlist Process for sessions in Certain 8.0, including steps and notes on First In-First Out processing.

Help article describing how to create and import Locations for sessions, including placeholders, capacity notes, and the 8.0 release considerations.

Documentation on enabling Automatic Event Waitlisting in Certain to automatically waitlist registrants when a full event has available spaces.

Add an Event Waitlist section to a form if the event is set to process waitlisted registrations automatically.

Tour page for Session Advisor with tour instructions and a demo placeholder.