Session & Agenda Setup

Certain’s event automation platform for in-person events: badge scan signals, real-time lead scoring, seamless on-site check-in, session management, s...

Make every event a revenue engine. In-person, virtual, or hybrid. One platform, one data model, every format. Real-time tracking, lead score, and CRM ...

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.

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...

The Agenda Details area creates, edits, and displays agenda items. Learn Details fields, inventory counting rules, Activity/Session Management, Online...

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

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.

Digital Events setup instructions for Certain Signal Connector with ON24, including ON24 initial configuration, Certain Signal Connector one-off confi...

Set up a Certain digital event with webinar providers Zoom and ON24 using Certain Signal Connector, including prerequisites and per-event steps.

Setup instructions for Digital Events using Certain Signal Connector with Zoom, including Zoom Pro requirements and configuration steps for Certain Si...

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

A Participant type groups users by role or classification in the Touchpoint system. It controls feature access and restricts which features or agenda(...

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

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

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

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...

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

Email template for the email sent automatically every hour to all new registrants for a digital event. Available only if the Digital Events module is ...

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

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.

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...

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

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

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

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...

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

Instructions for using the Power Template (Display Fields), including Branding Content File, Event Content File, Select Navbar Menu Items, Style Optio...

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

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

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

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...

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

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

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

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

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

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.

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

This Certain support article explains agenda categories for attendees, including Scheduled Items, Fees, Merchandise, and Other, and covers Organize Ag...

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

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

Getting Started with Express: a quick tour of Certain Express and the four areas Accounts, Events, Profiles, and Brand Kit. Learn where each feature l...

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...

Instructions for configuring the Itinerary PDF appearance and content in Certain's Event platform.

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

Events are presented as the tried-and-true GTM channel for B2B companies in 2026, with emphasis on buyer access, signal capture, and speed for follow-...

Events reveal the buying committee by surfacing cross-functional behaviors before CRM stages. The article explains event compression and how connectin...

Events are the best first-party data source for sales because they produce more declared, attributable buyer behavior per person than any other channe...

Martech never integrated events because the events business looked operationally messy to platform acquirers. Orchestration separates intelligence fro...

You can customize error messages related to agenda items, including No Inventory, Session Timeout, Question about Registration, Min Capacity Error, Ma...

Steps to delete sessions via mass action: Manage > Speaker and Sessions > Sessions, select Session Name, choose Mass action, select Delete, confirm Al...

Agenda sections on a registration form let attendees select agenda items. The page covers prerequisites, the multi-page Agenda section list, Display F...

Event Session and Speaker Summary Report is a summary list of all qualified sessions and their speakers, listing Session Name, Session Code, Session S...

Appointment Preferences (Attendee Form) documentation describing Appointment Matching requirements, a recommended dedicated form setup, Section Header...

Sessions sections for a form explain how attendees add scheduled sessions, how waitlisting is handled, and how to configure Session Sections, Session ...

Session Blocks give flexibility for displaying registered and waitlisted sessions in confirmation and reminder emails, by selecting session types/stat...

Upcoming 7.1.7 patch release updates to Certain platform Add to Calendar by replacing the existing implementation with the AddEvent service, including...

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...

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.

Merchandise (Agenda Items) help content that explains Merchandise items, the Item List, Custom Merchandise Types, and Merchandise Groups & Classificat...

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...

Scheduled items are the time- and location-based parts of your event. The page covers Item List and Calendar Grid views, Custom Scheduled Types, and G...