Speaker & Webinar Management

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...

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

Instructions to configure VIP alerts for Certain Check-In, including basic configuration, triggers, and contacts.

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...

Documentation for configuring Basic Settings of Certain Check-In, including Temporary Access Code, Guest List fields, and print options.

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...

Forms FAQ page listing help articles for form setup tasks, including viewing, editing, creating, and configuring form sections, agenda sections, sessi...

Configure the Session Layout for the admin-side Sessions page, including Standard Sessions vs Conference Sessions differences.

Configure session layouts for Simple Sessions and Conference Sessions in Speaker and Session Management. Includes fields, editing steps, and Auto-Publ...

Instructions for Session Export (in Speaker and Session Management) in Certain. Export sessions from Sessions, choose Category Type (Without Instances...

Session Mass Actions (in Speaker and Session Management) explains Mass Actions for updating Sessions fields, including Publish to Attendee Types and S...

Session Import (in Speaker and Session Management) explains how to import sessions using Excel or CSV, required fields (Session Name, Session Code, Ty...

On this page you add and edit sessions in Speaker and Session Management. Session Layout selection determines what you see and can do.

Instructions for sessions in Speaker and Session Management, including session list views (SESSIONS, INSTANCES, SCHEDULER), search/filter options, and...

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

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

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

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...

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

Use the options on this page to update basic user information and change your password, including ID (Email), user preferences, and Password Rules.

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

Assign Roles for Certain feature designed for team-based event management. Roles and available users are defined by an account administrator on Accoun...

Create sub-accounts within an account hierarchy. Set Account Code, Support Rep, Parent Account, Customer ID Number, Active, and Copy Custom Account Da...

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

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

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...

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 ...

Certain Check-In question configuration instructions. Use “Show these Questions in Check-In” to add up to 20 custom profile questions and registration...

Certain Support Center article describing Multi-Page Lists. It explains Show [10] entries, search, showing, Previous/Next navigation, and selections r...

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

Speaker Email Templates for speakers. The page explains requirements, list actions, template fields (From, Reply To, Append, Subject, Message), Send a...

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

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...

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

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...

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

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

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...

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...

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

Security Settings in Certain include Account Settings and Other Settings such as Session Timeout, Expire user passwords after, Mask date of birth fiel...

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 ...

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

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

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...

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

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...

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

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

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

Video On Demand session about event behavioral data. It covers the silent pipeline killer, from data to dialogue, and real customer playbooks, plus re...

Video On Demand: The Ultimate AI Tech Stack for Event ROI is a reference architecture for an AI-powered event tech stack covering registration intelli...

Event Personalization at Scale (Video On Demand) shows how leading enterprise marketers personalize the registration journey, agenda, and follow-up wi...

Video On Demand for the Certain Event Advisor webinar and demo. The page describes what Event Advisor does, live demo highlights, and deployment in we...

Video on Demand (20 min watch): 3 Proven Ways to Turn Event Leads into Revenue, Fast, covering three repeatable plays that compress time between an ev...

The Certain Support Chat Bot provides 24/7 instant answers in the Certain Help Center. Starting April 20, 2026, new support requests must use the bot ...

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

Certain Product Support services for Certain’s SaaS Application. US business hours Monday–Friday, 5:00 AM to 6:00 PM PST. Submit requests via support ...

LEARNING CENTER content for proving event ROI and accelerating pipeline, with customer stories, guides, infographics, and video on demand from Certain...

Certain Greet is the on-site check-in and badging app that scans attendee badges, prints badges on demand, and routes attendance to your CRM in real t...

Introducing Event Advisor on January 7, 2026, including webinar coverage on AI-powered event personalization, agenda building, timed nudges, and turni...

CERTAIN EXPRESS is the fast-start edition of the Certain Platform for webinars, field marketing programs, and high-volume smaller events. It uses pre-...

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

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

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

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

Setup steps and prerequisites for creating a digital event using Certain Signal with webinar providers Zoom and ON24, including webinar creation or co...

Steps for creating a Registration Profile in an Event for Existing Speakers, including creating a registration using a Form and creating registrations...

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

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

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