Speaker & Webinar Management

A session-break recording covering three repeatable plays that compress the time between an event interaction and a closed-won deal.

Video On Demand resource titled “Your Events are Talking, Are You Listening?” It presents content on turning event behavioral data into a continuous r...

Event Personalization at Scale is a Video On Demand resource that describes how leading enterprise marketers personalize the registration journey, the...

Certain Event Advisor Webinar & Demo is a full webinar and live demo of Certain Event Advisor. It personalizes the attendee journey, surfaces buying s...

Video on demand resource presenting the Certain Event Advisor Webinar and Demo and overview of event management technology solutions.

Forms FAQ lists help article links for viewing, editing, and creating forms, plus form sections, agenda sections, logic rules, item order, and related...

Event FAQ page listing Help Center links for managing events, including Edit Basic Event Settings, Create Attendee Types, Event Status designations, a...

Learn how to export sessions in Speaker and Session Management by selecting Export, choosing a category type, choosing a file type, and downloading th...

Session Import (in Speaker and Session Management): instructions for importing sessions using Excel (.xls or .xlsx) or CSV, including required fields,...

Privacy Compliance documentation for Account Settings > Implementation > Privacy Compliance. Access is limited to Administrators when the Data Privacy...

Instructions for adding and importing Industries for Speaker and Session Management at the account level, including required CSV format and Industry L...

Learn how to create and manage Sub-Accounts, including selecting a sub-account and configuring Account Settings such as Account Code, Support Rep, Par...

General FAQ - Setting Up Accounts explains how Certain accounts store user, event, profile, and registration information, how to plan account structur...

Use the Account Settings area to view and edit settings at the account level. Settings apply across multiple events. Administrators can set up users a...

Step-by-step help for sessions in Speaker and Session Management, including Session List views (SESSIONS, INSTANCES, SCHEDULER), filtering, and sessio...

Security Settings for Certain Account Settings. Includes Session Timeout, user password expiration, and event email settings with DMARC/SPF/DKIM guida...

Administration Overview describes the Left Navigation Panel and sections for Account, Sub-Accounts, Users, and Display Header Options, including links...

The Specify Custom Report Header and Footer page enables you to add a custom header and footer to your report, using the HTML Editor, for Printable HT...

Introductory help center article describing the Accommodation Guide PDF for the Accommodation Module in Certain.

Check-In: Question Configuration explains how to show custom profile questions and registration questions in Certain Check-In.

Account Settings page content describing Home, Reports, Management, Administration, Registration, and Implementation areas, including Single Sign On (...

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

Reviewer Email Templates are available when Speaker and Session Management and Conference Sessions are enabled. The page details template listing acti...

Speaker Email Templates are available only when Speaker and Session Management is enabled for the event. The page explains template list actions and f...

Guide for Certain Check-In Session Configuration, including Check-In Enabled for Sessions and walk-ins options: No, Only to THESE sessions, and Yes, t...

A summary of how many of each scheduled instance of event sessions have been selected by attendees, including Registered, Balance Due, Pending, Cancel...

FAQ about user accounts and user types in Certain. Learn how to create and modify system users and assign access levels like System Master, Administra...

Product Request page for Certain. It instructs users to email help@certain.com for adding, removing, or requesting features for a Platform Account.

Speaker and Session Management User Guide is an illustrated PDF that describes how to manage Sessions and Speakers in an event, and notes that the Spe...

Concise overview of the Speaker and Session Management module presented as a linked PDF within the Certain Help Center, including access instructions ...

On this page you select the profile fields to be used in the Certain Check-In app. You can add or remove additional profile fields and manage their se...

Multiple Catalogs (Session and Speaker) can be created for a single event. The article explains where to find Catalog List, how Sync for Sessions and ...

Learn how to configure the My Sessions page in the Speaker Portal, including Read Only settings, page re-ordering, and editing the My Sessions session...

The My Information page in the Speaker Portal is configured in Speaker Portal pages. It includes Read Only, drag-and-drop ordering, and renaming page ...

Instructions for editing the Reviewer Portal Page Layout, including reviewer portal landing page options, reviewer profile layout fields, and session ...

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

Warning about using Sel? and Web? options for Agenda Item Questions and their impact on agenda items and registrations.

With the Certain 8.0 release, you can Delete/Delink webinars from your Event and/or Sessions. The article explains Delete vs. Delink options and how t...

Step-by-step instructions for adding speakers in an Event, including manual speaker creation, speaker import and updates, Speaker Portal profile creat...

The Certain Support Chat Bot gives instant 24/7 answers in the Certain Help Center. Starting April 20, 2026, new support requests must be submitted th...

How to share webcast/webinar join URLs for Digital Events using email templates under Promote > Communication > Digital Events Templates and optionall...

Session Mass Actions (in Speaker and Session Management) explains Mass Actions options for multiple sessions, including Publish to Attendee Types, Ses...

Assign tags to standard registration statuses by selecting one or more tags in the status field, using the tags configured in Account Settings > Manag...

Registration Overview is a summary page in the Registration area of Account Settings. The page lists sections for Custom Profile Data, Financial Data,...

A Sessions Report is a detailed list of all sessions in the event, showing session information set up on Manage > Speakers and Sessions > Sessions, wi...

Speakers and Sessions from Platform to Touchpoint. The page shows update timing and related articles links, plus a comments section with 0 comments.

Speakers Report is a detailed list of all speakers assigned to the event, showing information set up in Manage > Speakers and Sessions > Speakers. It ...

Certain Check-In allows configuring VIP alerts when selected attendees check in, including Basic Configuration, Triggers (Organizations, Attendee Type...

Speaker Portal Access: Submit a Proposal & Sign In explains how proposal submission creates a Speaker profile and a Submitted session, and how Login S...

TouchPoint - Web Home Layout Webinar. Video duration: 29:54. Includes related articles and a comments section.

Touchpoint Stream allows you to host interactive virtual and hybrid events, and bring your event experience, content and data into one flexible and ea...

Certain Platform has no option to delete Sub-Accounts. The article explains how to remove access to a specific Sub-Account for all Users by unchecking...

Procedure for adding/removing full credit card information access for a User, including PCI compliance requirements like session timeout of 15 minutes...

Creating User Accounts instructions for managing Certain Users in Account Settings > Administration > User Information, including User Type, Active, v...

Recurring classes in Certain depend on Conference Sessions being enabled. The article covers recurrence configuration, delayed creation of instances, ...

Instructions for adding, editing, viewing, importing, exporting, and mass-assigning reviewers in Speaker and Session Management, including Reviewer Li...

This page explains how to add, edit, and view speakers in Speaker and Session Management, including Speaker List filters, Speaker Types, and importing...

Before you can add any sessions to an event, you need to configure the Session Layout. This page explains two ways to set it up and compares Standard ...

Add and edit Job Functions for Speaker and Session Management at account-level. Includes steps to Add, Import Job functions (CSV), manage the Job func...

Guide for event staff on using Greet Check-In, including navigation of the Check-In section, choosing between Camera Scan and Manual Entry, and handli...

Learn how the Certain integration connects Greet to a Certain sub-account, including prerequisites, how to access Integrations, create a new integrati...

Session Information, Attendee (in Speaker and Session Management) explains Background, Prerequisites, Session Information icons and Status rules, Add ...

How to set up a Speaker Catalog in an event that has Speaker and Session Management and its Conference Sessions sub-module enabled.

Configure the personalized My Information page a reviewer sees in the Reviewer Portal. Control reviewer edit access with the Read Only switch on Revie...

How to set up a Session Catalog in an event that has Speaker and Session Management and its Conference Sessions sub-module enabled.

Configure the Speaker Portal page to collect Submitter, Speaker Details, Session Details, Additional Speakers, and Conditional Logic for submitter and...

Learn how to add Conditional Logic (in Speaker Portal) by specifying one or more rules and the fields displayed when conditions are met.

This page configures the personalized My Sessions page in the Speaker Portal for speakers. It uses the Speakers and Sessions Setup Session Layout and ...

Learn how to manage Account Settings > Administration > Sub-Accounts, including how Sub-Accounts are structured and how User Accounts select Sub-Accou...

Speakers created under master sessions are automatically assigned to session instances, while specific instance assignment uses the Speaker field insi...

Guide for setting up Speaker and Session Management in Certain, including Conference Sessions features like Speaker Portal, Reviewer Portal, review wo...

Session Layout (in Speaker and Session Management) describes Configure the layout of the Sessions page, the Simple Sessions layout, and the Conference...

On this page you add and edit sessions in Speaker and Session Management. What you see depends on the Session Layout selected: Standard/Simple Session...

Add or Edit a Conference Session (in Speaker and Session Management) in Certain Speaker and Session Management. Includes Session Details fields, Top-R...

Certain platform support article describing Email Templates for events, including Registration, Speakers, Reviewer, and Session Reminder templates and...

VIP Speaker Portal instructions for speakers to view and edit profile and session information, including VIP Portal URL setup, editing a speaker profi...

Instructions to add Live Poll Results via the Web Viewer add-in to a PowerPoint presentation, including installing the add-in, obtaining the Projectio...

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

Speaker Portal Page Logic explains Display Logic for the Speaker, My Information, and My Sessions pages, plus steps for adding a Conditional Section.

Touchpoint Stream setup and management guide covering Feature Settings, creating live streams from Agenda and Videos, broadcasting, the Speaker Ready ...

When adding Speakers to a Session with Instances, an Alert displays an option to include the Speaker to associated instances. Follow the Manage > Sess...

Sessions (Manage Reviews) help for Speakers and Sessions Reviewer Portal workflows. Includes Hints, Buttons, Submitted Session List, Under Review Sess...

Session Reviews is a dashboard page that summarizes the current status of reviews, including a Funnel Chart and Tier Detailed table with statuses like...

Learn how Speakers created under Master Sessions are assigned to session instances, and how to add a Master Speaker versus an Instance Speaker, includ...