Session and Agenda Management

A guide to using Participant Types to group users and restrict features by participant type in Touchpoint.

Instructions for creating, editing, and managing agenda items, including import/export, inventory, fees, and planning.

Legacy feature enabling custom questions to be assigned to agenda items to support event policies such as ticketing.

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

Overview of available user types and how to assign access and permissions in Certain.

Instructions for managing custom profile questions in a profile within the Certain Help Center.

Guidance on adding, editing, or viewing reviewer records within the Speakers and Sessions module.

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

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...

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

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

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...

Session Blocks provide flexibility in how registered and waitlisted sessions are displayed in confirmation and reminder emails.

Overview of the Meeting Requests List page with filters, columns, and actions.

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

Background and steps for assigning roles to events in the Certain platform.

Guide to configuring e-commerce accounts in the Certain platform, including supported gateways and setup steps.

Guide to importing groups into an event from a CSV file using the Import Groups wizard.

Guide to creating and managing registrant groups for events, including assigning attendees and configuring related options.

Display refers to the look and feel of your event forms, websites and emails, with primary and extended display options.

The registration page contains attendee contact information and basic registration details, including Attendee Type and Status.

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

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

Email template sent to new registrations for digital events; defaults created when the Digital Events module is enabled; editable; includes best pract...

Overview of the Scheduled Emails page, including how to view, edit, and copy scheduled emails within an event.

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.

The standard summary report All Registrations By Status shows complete and incomplete registrations grouped by status, with two pie charts and a repor...

Guidance to create or edit a profile, including required fields, contact data, addresses, and notes.

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

Instructions to copy an existing Account or System Report using the Report Copy Wizard.

Administrators can tag standard and custom registration statuses; includes API 2.0 tagging details and a list of standard statuses.

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.

Privacy compliance access details and sub-module navigation for Administrators.

Step-by-step instructions to create, edit, and delete email templates within an event.

Instructions for scheduling emails to registrants in Certain Platform using Email Templates.

Guidance for creating and managing users within an account in the Certain platform, including permissions and password setup.

Release notes for 2025 Summer Release #2 (8.3.32) covering bug fixes across Custom Statuses, Email, Event Dashboard, Registrant Details, Promo Codes, ...

Release notes for the 2025 Spring Release #4 (8.3.27) of the Certain platform.

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.

Overview of how to create and manage image maps and street maps in Touchpoint, including adding maps, pins, and locations.

Capacity planning is an extension of the Agenda feature for managing session capacity in Touchpoint.

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

Agenda and resources for Touchpoint Dashboard Training, June 2021, including settings, submission process, and layout features.

Step-by-step guidance for troubleshooting access issues to the Touchpoint On Site app, including unlocking attendees, password checks, and dashboard o...

Guidance for bulk uploading content to Touchpoint using separate spreadsheets and the Import Content workflow.

Details on agenda feature settings and management in Touchpoint.

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

FAQ covering dashboard refresh, statuses, tracking, retention, and CAN-SPAM compliance for Email Analytics.

Details on configuring Display Fields, Content Blocks, and Display Rules for event forms, websites, and emails in the Certain platform.

Explanation of the 'Please wait' error when the maximum number of Concurrent Registrations is reached and troubleshooting steps.

Guidance for diagnosing dynamic data field display issues in templated emails when recipients are marked as Test Registrants.

Troubleshooting steps for email deliverability when SPF, DKIM, or DMARC checks fail in Certain's event emails.

Guidance on creating fully customized email templates for events or forms in Certain, including styling tips and an example.

Guidance on ensuring email deliverability from Certain, including DMARC, SPF, DKIM, and best practices.

Instructions to customize hyperlink appearance on forms and websites using CSS, including example code.

Step-by-step troubleshooting for payment processing on complete registrations in Certain's form-based payments.

Instructions for administrators about Cybersource setup requirements in Certain Platform.

Instructions to set up cancellation fees, cancel registrations and agenda items, and process refunds.

Instructions to enable and manage Event Waitlist when event capacity is reached, including configuration of statuses and emails.

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.

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

Overview of how event websites are used and the default pages available in a new website.

Overview of online registration forms and their sections for event registration.

Instructions for creating and using online registration forms, including form sections and setup details.

Overview of creating and managing system users and assigning user types in Certain.

Comprehensive guide to setting up an event in Certain, including event details, attendee types, agenda items, and display settings.

FAQ about collecting multi-event data for Consolidation Reports and using custom questions in Certain.

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...

Overview of the Event Agenda Summary Report in the Certain Help Center, including export, hyperlink behavior, and definitions of status counts and inv...

The All Registrations By Status report shows complete and incomplete registrations grouped by registration status for an event.

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

Guide to configuring and generating badges in Certain, describing Badges V2 features and workflow.

The Event Registration Chronicles dashboard analyzes the pace of registrations across a series of events, with filters and screenshot mode for present...

Overview of the Event Program Analysis dashboard within Certain's Event Intelligence, detailing how it tracks registrations, attendees, and cost metri...

High-level Key Metrics dashboard for event performance across registrations, attendance, engagement, and ROI.

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

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...

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.

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.

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

You can display form content based on conditions using Inline Actions (on the same page) or Display Actions (on a separate page).

Instructions for displaying agenda items in a form using a table in the Certain Help Center.

Guidance on avoiding special characters in Display Rule and Custom Block names to prevent errors in emails.

Overview of account-level profile data, default fields, and how to manage custom questions and mappings in Certain Platform.

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 creating and using custom display fields in the Certain platform.

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

Instructions to grant or revoke full credit card number access for a user, including PCI considerations and steps to modify permissions.

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

Instructions for sending confirmation emails to registrants who have made partial payments by creating a partial payment email template and a logic ru...

Guidance on configuring the Primary Display: background color, fonts, page width, alignment, header/footer, and dynamic data fields.

Extended Display controls the look and feel of Event Forms, Websites, and Emails through HTML-based customization.

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

Fall 2025 release notes for version 8.3.38, detailing bug fixes across Content Blocks, Forms, Attendee Types, Payment Processing, and Reporting.

Release notes for 2025 Fall Release #1 (8.3.37), including bug fixes for Agenda Display Options, Registration search, and Session Import.

Release notes for the 2025 Summer Release #6 (8.3.36) of the Certain platform.

Release notes for Summer 2025 Release #5 (8.3.35), detailing bug fixes for Forms > Inline Additional Registrations, Speaker Email Templates, and Revie...

Release notes for the 2025 Summer Release #1 (8.3.31) in the Certain Help Center.

Release notes for the 2025 Spring Release #7 (8.3.30) detailing enhancements and bugs fixed.

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

Instructions for adding optional options to an event in Certain, including Agenda, Accommodation, Payments, Logic, Additional Registrations, Entry, an...

Step 6 explains how to create marketing elements for an event, including links, website integration, and email templates.

Step-by-step guidance to fill in basic details for an event in the Certain platform.

Overview of common errors in Signal Flows and troubleshooting steps.

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.

Help center article explaining how to vary email content based on registrant answers using display rules and content blocks.

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.

Steps to attach files to email templates in Certain, including single attachments, Zip files, and external links.

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

Uses Display Rules to include the Personal Agenda in an Email Template and shows how to create and apply the rule.

Instructions to change the From address on the Event Registration Confirmation Email in Certain Platform.

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

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...

Explains how email spam filtering works for Certain, including default From address and DNS entries to send from a different domain.

General FAQ about sending emails in the Certain platform, including group and individual messaging, and saving email templates.

Instructions to enable and use the waitlist option for full agenda items in agenda forms.

Guide to Main Image sizing in Extended Display and how to set header banners in Certain.

Instructions for emailing a group of event registrations using templates in Certain.

Guidance for creating and managing speaker email templates in Certain Help Center.

Guidance to fix extra blank bullet points in Outlook when using Content Block in email templates by inserting a hidden div after bullet lists.

Guide explaining how to use Content Blocks and Display Rules to create dynamic email templates based on registration values.

Dashboard with real-time graphs for Check-In data, including Over Time, Attendee Type, and Questions Analytics.

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

Guide to extracting historic profile, registration, and event data from a Certain account using custom reports and APIs.

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

Help article explaining optional email templates for accepted registrations and the risk of sending duplicate emails.

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

Guidance on creating a new event in the Certain platform, including from scratch, copying, or using templates, and entering event details.

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.

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