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Speaker Catalog Designer
Guide to setting up and editing a Speaker Catalog in Certain Platform's Event Management system.
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Conference Catalogs
Instructions for managing conference catalogs, including adding catalogs, syncing sessions and speakers, and catalog list actions.
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Reviewer Layout (Reviewer Portal)
Instructions for configuring the My Information page in the Reviewer Portal of the Certain event management platform.
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Session Catalog Designer
Guide to setting up and editing a Session Catalog using the Catalog Designer in Certain Platform.
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Site Layout (Reviewer Portal)
Information about choosing the color palette and navigation bar for the Reviewer Portal, including palettes, colors, and navigation options.
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Tiers
Instructional article about managing reviewer tiers in the Speaker and Session Management module, including adding, editing, and deleting tiers.
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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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Sessions (Manage Reviews)
Guide to managing session reviews in the Certain Speaker and Session Management portal.
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Submit Abstract (Speaker Portal)
Help article describing how to configure the Speaker Portal for submitting abstracts, including Submitter, Speaker Details, Session Details, and Addit...
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Conditional Logic (in Speaker Portal)
Guide on adding conditional logic to Speaker Portal pages to control field visibility based on rules.
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My Session Details (Speaker Portal)
Documentation on configuring the My Sessions page for the Speaker Portal, including layout, editing facilities, and conditional logic.
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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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Import Accommodation Blocks
Guide to importing accommodation blocks via CSV into events, including preparing files, mapping fields, and post-import steps.
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Accommodation Blocks
Instructions and details for creating and managing accommodation blocks for events, including prerequisites, block information, utilization reports, a...
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Accommodations (Attendee Form)
Documentation for adding accommodations in the Attendee Form, including setup, entry, selection, and customization options.
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Attendee Types
Guide to attendee types, their configuration, and related fees in an event.
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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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Sessions Report
A detailed list of all sessions in the event, including session name, code, track, type, capacity, occurrences, and more.
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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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Speakers Report
A detailed list of all speakers assigned to the event, including profile, bio, abstract, and whether speaker agreement and profile pictures have been ...
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Sessions (in Speaker and Session Management)
Instructions for managing sessions in Speaker and Session Management, including adding, editing, deleting, filtering, and scheduling.
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Industries (at account-level)
Guide to adding, importing, editing, and deleting industries at the account level for use in speaker and session management.
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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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2025 Spring Release #6 (8.3.29)
Release notes for 2025 Spring Release #6 (8.3.29).
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2025 Spring Release #3 (8.3.26)
Release notes for 2025 Spring Release #3 (8.3.26) covering fixed issues including accounts usage reports, agenda item guest list, email handling, form...
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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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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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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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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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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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Accommodations Guide
Overview of the Accommodation Module in Certain, including enabling, workflow, hotels, room types, blocks, sub-blocks, forms, roommates, and registrat...
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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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Reviewer Portal
Prerequisites and navigation for configuring the Reviewer Portal in events, including required modules and session layout settings.
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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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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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Controlling Which Sessions Display on the Session Catalog
Guide to filtering and displaying sessions in the Session Catalog, including highlighted and promoted sessions and default filters.
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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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Catalog - Designing the Registrant Login Session Experience
Documentation on configuring the registrant login and session display experience in the catalog.
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Themes, Best Practices, Misc - Adding JavaScript, Images size for Banner, etc
Tips and best practices for theming and configuring session catalogs, including where to find themes and how to use Additional Settings.
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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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Session Advisor FAQ's - Session Catalog
FAQ about Session Advisor AI in the Session Catalog, including how it works, setup, performance, and privacy.
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Power Template - Creating & Navigating the Power Template
Guide to creating and navigating the Power Template in the Certain platform.
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Advanced Template
Documentation for creating and editing the Advanced Template in the Certain platform, including Display Fields and Content File usage.
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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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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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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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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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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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Setting Up Digital Sessions
Guidance for configuring digital sessions with Zoom or ON24 using Certain Signal on the Certain Platform.
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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: Session Configuration
Instructions to enable session check-in and manage walk-in attendance for sessions in Certain Check-In.
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Session Reminders
Automated, scheduled session reminder emails with Dynamic Data Fields, templates, scheduling, testing, and analytics.
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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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10 Things to Look for in the Best Event Management Software
A concise guide listing ten key features to evaluate in an event management platform.
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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.