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Participant Type
A guide to using Participant Types to group users and restrict features by participant type in Touchpoint.
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Event FAQ - Working with Agenda Items
Instructions for creating, editing, and managing agenda items, including import/export, inventory, fees, and planning.
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Adding Questions to Agenda Items
Legacy feature enabling custom questions to be assigned to agenda items to support event policies such as ticketing.
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Registration Overview
Summary page in the Registration area of Account Settings for administrators, listing data from Custom Profile Data, Financial Data, Printable Confirm...
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Assigning User Types
Overview of available user types and how to assign access and permissions in Certain.
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Custom Profile Information
Instructions for managing custom profile questions in a profile within the Certain Help Center.
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Reviewer: Add, Edit, or View
Guidance on adding, editing, or viewing reviewer records within the Speakers and Sessions module.
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Session Reviews
Dashboard page summarizing the current status of session reviews, with funnel chart and tier details.
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Dynamic Emails Guide (PDF)
A PDF guide in the Certain Help Center that explains how to build dynamic email templates using Content Blocks and Display Rules, driven by registrati...
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Define Report Export Actions (Events)
Defines how up to three Mass Actions can run automatically when a report is exported, and how reports can be exported.
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How to delete a registrant from an event
Step-by-step guide to remove a registrant from an event in the Certain Help Center.
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How do I add an event owner
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...
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Session Blocks
Session Blocks provide flexibility in how registered and waitlisted sessions are displayed in confirmation and reminder emails.
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Meeting Requests (Home)
Overview of the Meeting Requests List page with filters, columns, and actions.
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Registrations FAQ - Updating a Group of Registrations
Mass actions enable bulk updates to registrations; the article explains updating a group of registrations and contrasts with editing each record indiv...
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Assign Roles
Background and steps for assigning roles to events in the Certain platform.
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E-commerce FAQ - Configuring E-commerce Accounts
Guide to configuring e-commerce accounts in the Certain platform, including supported gateways and setup steps.
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Import Groups
Guide to importing groups into an event from a CSV file using the Import Groups wizard.
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Group List
Guide to creating and managing registrant groups for events, including assigning attendees and configuring related options.
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Display
Display refers to the look and feel of your event forms, websites and emails, with primary and extended display options.
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Create a Registration
The registration page contains attendee contact information and basic registration details, including Attendee Type and Status.
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Scheduled (Agenda Items)
Overview of managing scheduled agenda items, including types, grouping by groups/locations/tracks, and actions like add, edit, delete, search, and imp...
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EXPORT
Instructions for defining report export actions and export methods within the Certain platform.
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Digital Events Email Templates
Email template sent to new registrations for digital events; defaults created when the Digital Events module is enabled; editable; includes best pract...
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Scheduled Emails
Overview of the Scheduled Emails page, including how to view, edit, and copy scheduled emails within an event.
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Reviewer Email Templates
Documentation for creating and managing reviewer email templates in Certain's Help Center, including fields, from/reply addresses, assets, and attachm...
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Speaker and Session Management User Guide
Illustrated PDF guide describing how to manage Sessions and Speakers in an event.
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Event Session and Speaker Summary Report
A report listing all qualified sessions and their speakers; exportable to Excel, available when the Speaker and Session Management module is enabled.
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All Registrations By Status
The standard summary report All Registrations By Status shows complete and incomplete registrations grouped by status, with two pie charts and a repor...
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Create a New Profile, or Edit a Profile
Guidance to create or edit a profile, including required fields, contact data, addresses, and notes.
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Account Information
Help Center article describing how to view and update account information for administrators in the Certain platform.
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Copying an Account Report (Report Copy Wizard)
Instructions to copy an existing Account or System Report using the Report Copy Wizard.
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Registration Statuses (for tags)
Administrators can tag standard and custom registration statuses; includes API 2.0 tagging details and a list of standard statuses.
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Job Functions (at account-level)
Help article describing how to add, import, and manage account-level job functions for speakers and sessions.
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General Ledger
Instructions to set up General Ledger accounts for events in Certain, including the default G/L account list and how to customize values.
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Privacy Compliance
Privacy compliance access details and sub-module navigation for Administrators.
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How to create, edit and delete an email template
Step-by-step instructions to create, edit, and delete email templates within an event.
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Scheduling Emails Guide
Instructions for scheduling emails to registrants in Certain Platform using Email Templates.
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Creating User Accounts
Guidance for creating and managing users within an account in the Certain platform, including permissions and password setup.
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2025 Summer Release #2 (8.3.32)
Release notes for 2025 Summer Release #2 (8.3.32) covering bug fixes across Custom Statuses, Email, Event Dashboard, Registrant Details, Promo Codes, ...
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2025 Spring Release #4 (8.3.27)
Release notes for the 2025 Spring Release #4 (8.3.27) of the Certain platform.
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2025 Spring Release #2 (8.3.25)
Release notes for 2025 Spring Release #2 (8.3.25), detailing enhancements and bug fixes.
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2025 Winter Release #5 (8.3.23)
Release notes for the 2025 Winter Release #5 (8.3.23) of the Certain platform, detailing enhancements, badges, and bug fixes.
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Maps and Locations
Overview of how to create and manage image maps and street maps in Touchpoint, including adding maps, pins, and locations.
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Capacity Planning
Capacity planning is an extension of the Agenda feature for managing session capacity in Touchpoint.
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Attendance Tracking
Attendance Tracking enables scanned check-ins for sessions by matching QR codes to Lead Codes, with authorized users, badge printing guidance, and att...
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Touchpoint Dashboard Training - June 2021
Agenda and resources for Touchpoint Dashboard Training, June 2021, including settings, submission process, and layout features.
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Troubleshooting On Site
Step-by-step guidance for troubleshooting access issues to the Touchpoint On Site app, including unlocking attendees, password checks, and dashboard o...
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Bulk Uploading Content
Guidance for bulk uploading content to Touchpoint using separate spreadsheets and the Import Content workflow.
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Agenda Feature Settings and Management
Details on agenda feature settings and management in Touchpoint.
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Scheduling and Publishing Sessions
Instructions for scheduling sessions using the Session Scheduler, including location-based and location-free scheduling, automatic publishing, and mas...
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Email Analytics Frequently Asked Questions
FAQ covering dashboard refresh, statuses, tracking, retention, and CAN-SPAM compliance for Email Analytics.
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Content Display
Details on configuring Display Fields, Content Blocks, and Display Rules for event forms, websites, and emails in the Certain platform.
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Concurrent Registrations on Forms - Error: Please wait; the page will be automat...
Explanation of the 'Please wait' error when the maximum number of Concurrent Registrations is reached and troubleshooting steps.
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Troubleshooting Data Fields in Emails
Guidance for diagnosing dynamic data field display issues in templated emails when recipients are marked as Test Registrants.
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What to do when registrants do not receive emails - SPF/DKIM/DMARC Failure
Troubleshooting steps for email deliverability when SPF, DKIM, or DMARC checks fail in Certain's event emails.
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Fully customize an Email Template in Certain
Guidance on creating fully customized email templates for events or forms in Certain, including styling tips and an example.
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Best Practices: Email Deliverability
Guidance on ensuring email deliverability from Certain, including DMARC, SPF, DKIM, and best practices.
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How to change the Font Size or Remove the Underline for Hyperlinks on Forms and ...
Instructions to customize hyperlink appearance on forms and websites using CSS, including example code.
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Troubleshooting - Payment Info Saving but not Processing on Complete Registratio...
Step-by-step troubleshooting for payment processing on complete registrations in Certain's form-based payments.
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Administrators - Cybersource Setup Requirements
Instructions for administrators about Cybersource setup requirements in Certain Platform.
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Managing Registrations - Cancellations and Refunds
Instructions to set up cancellation fees, cancel registrations and agenda items, and process refunds.
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How to Setup Event Waitlist Option
Instructions to enable and manage Event Waitlist when event capacity is reached, including configuration of statuses and emails.
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Error when no Form in the Event is marked as Primary
If no Form in the Event is marked as Primary, a server error occurs when Display Rules reference the Primary Form in an Email Template.
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Marking a form as "Primary" - What does this do
Explains the effects of marking a form as the Primary form, including how it affects emails and display sections.
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General FAQ - Setting Up Websites
Overview of how event websites are used and the default pages available in a new website.
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General FAQ - Setting UP Online Forms
Overview of online registration forms and their sections for event registration.
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General FAQ - Setting Up Online Forms
Instructions for creating and using online registration forms, including form sections and setup details.
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General FAQ - Setting Up Users
Overview of creating and managing system users and assigning user types in Certain.
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General FAQ - Setting Up an Event
Comprehensive guide to setting up an event in Certain, including event details, attendee types, agenda items, and display settings.
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Reports FAQ - Collecting Multi-Event Data for Consolidation Reports
FAQ about collecting multi-event data for Consolidation Reports and using custom questions in Certain.
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Reports FAQ - Define Report Export Actions
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...
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Reports FAQ - Event Agenda Summary Report
Overview of the Event Agenda Summary Report in the Certain Help Center, including export, hyperlink behavior, and definitions of status counts and inv...
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Reports FAQ - All Registrations by Status Report
The All Registrations By Status report shows complete and incomplete registrations grouped by registration status for an event.
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Administration Overview
Administration overview for administrators to navigate account settings in the Certain platform.
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Badges Guide
Guide to configuring and generating badges in Certain, describing Badges V2 features and workflow.
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Event Intelligence - Event Registration Chronicles
The Event Registration Chronicles dashboard analyzes the pace of registrations across a series of events, with filters and screenshot mode for present...
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Event Intelligence - Review the performance of multiple events
Overview of the Event Program Analysis dashboard within Certain's Event Intelligence, detailing how it tracks registrations, attendees, and cost metri...
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Event Intelligence - Key Metrics
High-level Key Metrics dashboard for event performance across registrations, attendance, engagement, and ROI.
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Syncing Registrants to Touchpoint from Platform
Steps to tag registration statuses with Touchpoint: Synced to pull registrants into Touchpoint from Certain Platform.
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Special Characters on Content Block and Display Rules
Best practice not to include special characters in the Name field of Content Blocks and Display Rules; including them can cause a server error or caus...
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Deleting and Restoring Single or Multiple Registrations
Instructions for deleting and restoring test registrations in an Event, including single registrations and multiple registrations.
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Adding Speakers to Sessions vs. Session Instances
Instructions for managing Master Speakers and instance speakers for sessions in Certain's platform.
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Approvals and Recommendations
Session Reviewers can create and manage recommendations across review tiers, including automatic processing.
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Setting Up Reviewers -- Adding/Importing/Login
Instructions for creating, importing, and emailing reviewers for session reviews on the Certain platform.
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Single or Multiple Session Review Tiers
Guide describing how to create up to five session review tiers, including default tier, visibility, privileges, email templates, and recommendations.
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Using Inline vs. Display Logic
You can display form content based on conditions using Inline Actions (on the same page) or Display Actions (on a separate page).
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Using a Table to Display Agenda Items in the Form
Instructions for displaying agenda items in a form using a table in the Certain Help Center.
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Special Characters in Display Rule or Custom Block Name
Guidance on avoiding special characters in Display Rule and Custom Block names to prevent errors in emails.
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Administrators - Account-Level Custom Profile Data
Overview of account-level profile data, default fields, and how to manage custom questions and mappings in Certain Platform.
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Add To Calendar Updates
Upcoming changes to Add to Calendar with AddEvent integration in the Certain platform (7.1.7).
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Mass Action Report Error
Help center article describing how to resolve the 'The mass action is currently being run in another active request' error in Mass Action reports.
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Custom Display Fields
Instructions for creating and using custom display fields in the Certain platform.
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Removing Access to a Sub-Account
Instructions to remove access to a Sub-Account in Certain Platform; deleting Sub-Accounts is not supported.
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Adding/Removing Full Credit Card Information Access for a User
Instructions to grant or revoke full credit card number access for a user, including PCI considerations and steps to modify permissions.
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Fees - Expiration and changing amounts
Explains how fees expire and how to change fee amounts in Certain, with examples and screenshots.
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Sending Confirmation Emails When Allowing Partial Payments on a Form
Instructions for sending confirmation emails to registrants who have made partial payments by creating a partial payment email template and a logic ru...
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Primary Display Setup
Guidance on configuring the Primary Display: background color, fonts, page width, alignment, header/footer, and dynamic data fields.
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Extended Display Options
Extended Display controls the look and feel of Event Forms, Websites, and Emails through HTML-based customization.
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2025 Fall Release #3 (8.3.39)
Release notes for the 2025 Fall update 8.3.39, including enhancements, bug fixes, and reporting changes.
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2025 Fall Release #2 (8.3.38)
Fall 2025 release notes for version 8.3.38, detailing bug fixes across Content Blocks, Forms, Attendee Types, Payment Processing, and Reporting.
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2025 Fall Release #1 (8.3.37)
Release notes for 2025 Fall Release #1 (8.3.37), including bug fixes for Agenda Display Options, Registration search, and Session Import.
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2025 Summer Release #6 (8.3.36)
Release notes for the 2025 Summer Release #6 (8.3.36) of the Certain platform.
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2025 Summer Release #5 (8.3.35)
Release notes for Summer 2025 Release #5 (8.3.35), detailing bug fixes for Forms > Inline Additional Registrations, Speaker Email Templates, and Revie...
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2025 Summer Release #1 (8.3.31)
Release notes for the 2025 Summer Release #1 (8.3.31) in the Certain Help Center.
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2025 Spring Release #7 (8.3.30)
Release notes for the 2025 Spring Release #7 (8.3.30) detailing enhancements and bugs fixed.
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2025 Spring Release #5 (8.3.28)
Release notes for the 2025 Spring Release #5 (8.3.28), including enhancements to Registration Administration and fixes for Agenda Items, Stripe paymen...
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Build and Manage an Event - Step 4
Instructions for adding optional options to an event in Certain, including Agenda, Accommodation, Payments, Logic, Additional Registrations, Entry, an...
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Build an Event - Step 6
Step 6 explains how to create marketing elements for an event, including links, website integration, and email templates.
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Build and Manage an Event - Step 2
Step-by-step guidance to fill in basic details for an event in the Certain platform.
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Signal Alerts - Common Errors and Recommendations
Overview of common errors in Signal Flows and troubleshooting steps.
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Session Related Links: Syncing from Platform to Touchpoint
Guidance on syncing session related links from Platform to Touchpoint using the Touchpoint: Related Link tag.
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How to delete sessions through a mass action
Steps to delete sessions via mass action in Certain's Speaker and Sessions module.
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How to add an Event
Guide for administrators and event builders to create a new event in the Certain platform.
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Customizing Emails Based on Different Registrant Factors/Values
Help center article explaining how to vary email content based on registrant answers using display rules and content blocks.
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Adding an email address as a hyperlink
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.
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Adding file attachments for email templates
Steps to attach files to email templates in Certain, including single attachments, Zip files, and external links.
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Digital Events - How to Share Webcast/Webinar Details using Email and Session Ca...
Instructions for adding the webcast join URL and Session Catalog link to an Email Template in Digital Events.
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Appending Agenda Items to an Email Template
Uses Display Rules to include the Personal Agenda in an Email Template and shows how to create and apply the rule.
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Changing Contact Information on the Event Registration Confirmation Email
Instructions to change the From address on the Event Registration Confirmation Email in Certain Platform.
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Update Full Capacity/Inventory Messages
Instructions to update messages for full inventory items or reached capacity for sessions and agenda items.
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Inline Additional Registrations
Summer Release 8.3.8 introduces an Inline Addl Registrations feature to capture multiple attendees on a single form page with up to 200 additional reg...
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General FAQ - About Spam Filtering
Explains how email spam filtering works for Certain, including default From address and DNS entries to send from a different domain.
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General FAQ - Sending Emails
General FAQ about sending emails in the Certain platform, including group and individual messaging, and saving email templates.
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General FAQ - Activating Agenda Item Waitlist on Forms
Instructions to enable and use the waitlist option for full agenda items in agenda forms.
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Recommended Dimensions for Extended Display > Main Image Field
Guide to Main Image sizing in Extended Display and how to set header banners in Certain.
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Email a group of registrations
Instructions for emailing a group of event registrations using templates in Certain.
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Speaker Email Templates
Guidance for creating and managing speaker email templates in Certain Help Center.
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Removing extra bullet points when using Content Block on email templates
Guidance to fix extra blank bullet points in Outlook when using Content Block in email templates by inserting a hidden div after bullet lists.
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Dynamic Emails Guide
Guide explaining how to use Content Blocks and Display Rules to create dynamic email templates based on registration values.
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Check-In Insights
Dashboard with real-time graphs for Check-In data, including Over Time, Attendee Type, and Questions Analytics.
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Check-In: Profile Configuration
Instructions to configure profile fields shown in the Certain Check-In app.
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Data Extraction Guide
Guide to extracting historic profile, registration, and event data from a Certain account using custom reports and APIs.
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Group List
Group List enables managing registrant groups for events, including adding, editing, importing, and assigning attendees, with optional agenda items, s...
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'Send Email' for accepted registrations
Help article explaining optional email templates for accepted registrations and the risk of sending duplicate emails.
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Session Reminders
Automated, scheduled session reminder emails with Dynamic Data Fields, templates, scheduling, testing, and analytics.
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How to Create a New Event
Guidance on creating a new event in the Certain platform, including from scratch, copying, or using templates, and entering event details.
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Speaker and Session Management User Guide
Guide to configuring Speaker and Session Management in Certain, including Conference Sessions, with setup, sessions, speakers, tracks, and reports.
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Recurring Classes - What you need to know...
Overview of recurring sessions, delayed creation, fees, conflict checks, check-in, and edits.
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Introducing Event Advisor: How AI Is Transforming Event Personalization
AI-powered recommendations to personalize event journeys and drive engagement and revenue.