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Managing a Live Poll from the VIP Portal
Instructions for managing a live poll from the VIP Portal, including login, selecting polls, editing questions, displaying questions, and projecting r...
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VIP Speaker Portal
The VIP Speaker Portal enables speakers to view and edit their profiles, access session surveys, upload presentations, and run live polls for events.
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Lead Retrieval - Feature Overview
Overview of the Lead Retrieval feature including administrator/VIP portal and lead scanning instructions.
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Exporting Content from a Previous Event to a Future Event
Instructions to export content from a previous event to a future event in Touchpoint CMS, including exporting to Excel and importing.
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Live Polling
Guide to using Live Polling with Touchpoint, including moderator instructions, branding images, getting started, playback, and display options.
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Lead Retrieval - Feature Setup
Instructions to add and configure the Lead Retrieval feature, edit custom fields, grant access, and use the VIP Portal for exhibitors.
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Speakers and Sessions from Platform to Touchpoint
Overview of how speakers and sessions transfer from the Platform to Touchpoint in the Touchpoint Knowledge Base.
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Touchpoint Stream
Guide to setting up and managing Touchpoint Stream, including feature settings, creating streams from Agenda or Videos, broadcasting, and presenter to...
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Assigning Speaker Attendee Type Using Logic
Steps to auto-assign a Speaker Attendee Type to speakers via form logic in Plan.
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Speaker Catalog Designer
Instructions to set up a Speaker Catalog in an event that has Speaker and Session Management and Conference Sessions sub-module enabled.
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Conference Catalogs
Guide to managing session and speaker catalogs in the Certain Platform.
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Review Sessions (Reviewer Portal)
Documentation for configuring the Reviewer Portal page used by reviewers to review assigned sessions.
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Pages (Reviewer Portal)
Instructions for managing pages in the Reviewer Portal, including adding, editing, and ordering pages.
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Branding & Footer (Reviewer Portal)
Guidance on branding settings for the Reviewer Portal, including logos, header graphics, and sponsor links.
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Reviewer Layout (Reviewer Portal)
Instructions for configuring the My Information page shown to reviewers in the Reviewer Portal.
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Session Catalog Designer
How to set up and configure a Session Catalog using the Session Catalog Designer in Certain Platform.
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Login (Reviewer Portal)
Configuration guide for the Reviewer Portal login page, including background graphic, sign-in options, and layout.
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Site Layout (Reviewer Portal)
Guide to color palettes and navigation bar settings for the Reviewer Portal in an event.
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Settings (Reviewer Portal)
Page to view and edit general settings for the event's Reviewer Portal, including Google Analytics tracking, URL, and display formats.
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Reviewer Portal
Prerequisites and navigation for configuring the Reviewer Portal in events, including required modules and session layout settings.
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Submit Abstract (Speaker Portal)
Guide to configuring the Speaker Portal page for submitting abstracts and managing speaker information.
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Conditional Logic (in Speaker Portal)
Instructions to add conditional logic to a Speaker Portal page by defining rules and conditional sections.
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My Session Details (Speaker Portal)
Help article describing how to configure the My Sessions page in the Speaker Portal, including layout, fields, and conditional logic.
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Updating Speaker Information in Touchpoint
Special considerations for updating speaker information in Touchpoint when speakers are synced from Certain Platform or added directly in Touchpoint.
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Session Speaker Integration - Touchpoint
Guidance on attaching speakers to sessions and session instances for Touchpoint integration in Certain Platform.
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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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Speaker Portal Page Logic
Details on adding display logic to Speaker Portal pages, including how to add conditional sections and naming conventions.
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Magazine, Promoted, and General Styles for Speaker and Session Catalogs
Overview of the three display styles for speaker and session catalogs and how to configure highlighted and promoted sessions.
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Adding Catalogs, Syncing Sessions and Speakers in the Catalog List
Multiple catalogs can be created for a single event with separate displays for VIP or General attendees, or to highlight a speaker and their sessions.
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My Sessions Layout
Instructions for configuring and editing the My Sessions layout in the Speaker Portal.
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Speaker Portal My Information Layout
Instructions for configuring the My Information page in the Speaker Portal, including edit permissions, layout propagation, field management, and phot...
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Speaker Portal Access: Submit a Proposal & Sign In
Overview of submitting a proposal for the Speaker Portal and signing in, with setup instructions for portal pages and login.
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Reviewer Portal Page Layout
Instructions for editing the Reviewer Portal pages, including the Portal page, profile layout, and session layout.
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Using Google Analytics to Track Events in Certain
Guide to configuring Google Analytics integration in Certain, including how to obtain a Tracking ID and where to add it.
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2025 Summer Release #4 (8.3.34)
Release notes for Summer 2025 Release #4 (8.3.34) covering fixes across Agenda Sections, Country List, Email, Forms, Locations, Session Blocks, Speake...
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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 #6 (8.3.29)
Release notes for 2025 Spring Release #6 (8.3.29) of the Certain platform, including enhancements and bug fixes.
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2025 Spring Release #3 (8.3.26)
Release notes for the 2025 Spring Release #3 (8.3.26) covering bug fixes across accounts, agenda items, emails, forms, itineraries, imports, and catal...
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Adding Speakers on Sessions and Instances
Guidance on assigning master speakers to sessions and specific instances, including imports.
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Adding Speakers - One by One, Via Import, or with Existing Profiles
Guide to adding speakers manually, via import, or with existing profiles in the Certain platform.
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Adding Speakers to Sessions
Instructions for adding speakers to a Session with Instances in the Certain Help Center.
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Reviewer Email Templates
Guide to creating and managing reviewer email templates for session reviews in Certain.
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Event Session Status Summary Report
A summary of the numbers of attendees registered for each instance of the event's sessions.
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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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Connect More! 19 Ideas for Greater Event App Engagement
A six-section guide detailing practical ideas to boost engagement with mobile event apps through personalization, gamification, agenda management, cro...
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Transforming Your Event Data into Revenue and Results
On-demand webinar about Event Intelligence and turning event data into revenue and results.