Speaker & Webinar Management

Speakers Query endpoint documentation for the Touchpoint API.

Instructions for exporting content from a previous event or event template to a future event within Touchpoint CMS.

Guide for speakers to use the VIP Speaker Portal to view and edit profiles, access survey results, upload presentations, and create live polls.

Webinar about TouchPoint Web Home Layout with related articles and a video.

Watch a webinar recording on the Certain Mobile App – Touchpoint; engagement topics include Activity feed, Badge Game, Live Polling, and Survey.

Describes how Touchpoint Stream enables hosting interactive virtual and hybrid events and unifies event content and data.

Video training for the Touchpoint User Dashboard.

Overview of speakers and sessions from Platform to Touchpoint, with related articles and feedback.

Guidance for troubleshooting attendee login and on-site issues with Certain Touchpoint, including how to unlock accounts, password checks, and dashboa...

Overview of how Session Tracks are used to group sessions, filter by attendees, and assign reviewers in Certain's event management platform.

Overview of how Content Display controls the look and feel of Event Forms, Websites, and Emails, including Display Fields, Content Blocks, and Display...

Instructions for importing gender values into the 'Gender' field when importing registrations, including mapping values and an example table.

Overview of creating and modifying system users and assigning user types within a Certain account.

FAQ explaining multi-event data, how consolidation reports use it, and how to manage custom questions for collecting data across multiple events.

As part of a report's setup, you can specify up to three Mass Actions to be triggered automatically when the report is exported.

Registration Overview is the first page in the Registration area of Account Settings for administrators. It lists data from the other Registration pag...

Instructions to specify a custom header and footer for reports, including supported formats and data-field insertion.

Configuration guide for the My Information page in the Reviewer Portal.

Settings page for configuring general settings of the event's Reviewer Portal.

Instructions for enabling and configuring the Reviewer Portal within Certain Help Center. Includes background steps and navigation details.

Help center article detailing how to manage session reviews in the Speakers and Sessions portal, including Submitted, Under Review, and Approved lists...

Dashboard page summarizing the current status of session reviews in the Speakers and Sessions Management portal.

Instructions to configure the Speaker Portal for submitting abstracts and managing speaker and session details.

Guide to adding conditional logic in the Speaker Portal, including steps and examples.

Configuring the My Sessions page in the Speaker Portal, including layout, editing fields, and conditional display.

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

This is a generic page where you can place static content to be displayed on the public side of the Website. The content will appear as entered.

Instructions for the Events Calendar Web Page: how it displays active events and how to filter by Live status or by a report.

Documentation for the Events List Web Page in the Certain platform help center. It covers the Events List Page, the Events List Table fields, and defa...

Overview of the Event Details Page in the Certain Help Center, including access path and dynamic data fields for event information.

A generic Home page to place static content for display on the public side of the website.

The article explains how to add a form URL in a QR Code to automatically direct registrants to a specific form after scanning their QR code, including...

Instructions to sync Certain Platform registrants to Touchpoint by tagging registration statuses with 'Touchpoint: Synced' and updating statuses, incl...

Guide to linking an existing Speaker Profile to an Event Registrant, using a form or direct registration.

Instructions for assigning speakers at the session level or per-instance level, including master speakers and per-instance speakers.

Instructions to add Display Logic to Speaker Portal pages to guide speaker registration workflows.

Documentation on creating multiple Catalogs for an event, syncing sessions and speakers, and configuring the Catalog List layout in the Certain Help C...

Instructions to configure and edit the My Sessions page in the Speaker Portal, including read-only mode, landing page order, layout propagation, and f...

The My Information page in the Speaker Portal can be configured, including read-only mode, page ordering, and editing capabilities for Speaker fields....

Guidance for submitting a speaker proposal and signing into the Speaker Portal, including setup steps and login options for the Certain platform.

The Reviewer Portal Page Layout article describes how to edit the Reviewer Portal Page, Reviewer Profile Layout, and Session Layout. Includes note abo...

Error message: The mass action is currently being run in another active request. Cause: The system may return this error if you are working on multipl...

Instructions for creating and using custom display fields to configure event displays in Certain's platform.

Instructions for administrators to deactivate users by changing their status to Inactive in the Certain platform. Users cannot be deleted and can be d...

There is no option to delete Sub-Accounts within the Certain Platform. The Certain Platform provides a method to remove access to a specific Sub-Accou...

Instructions to add or remove full credit card information access for a user, including PCI compliance requirements and best practices to disable modu...

Certain supports tracking page hits to registration forms and event websites via a seamless integration to Google Analytics. The article provides inst...

Instructions for going live with an event, updating registration forms, and handling existing registrations.

Review common Signal Flow errors and recommended steps to resolve issues in Certain's Signal Alerts.

Step-by-step instructions to delete sessions via mass action in the Certain Help Center, including selecting sessions and confirming deletion.

This article explains how to configure Signal's outbound flows for the ON24 integration, enabling data to be sent to ON24 to register or cancel attend...

The Certain Support Chat Bot gives you instant answers to questions about the Certain platform — available 24/7 right from your Help Center. Starting ...

Instructions to locate and copy an event in Certain's Help Center.

Instructions to convert an email address into a clickable hyperlink within an email template on the Certain Help Center.

Guidance on adding speakers to an event: create speakers manually, import speaker data, or link existing profiles via the Speaker Portal or existing r...

When adding Speakers to a Session with Instances, an Alert will display to give the option of including that Speaker to associated instances.

Overview of the Meeting Requests list, filters, and actions on the Meeting Requests (Home) page in the Certain Help Center.

Instructions for inviting or registering profiles for an event, including selecting profiles, applying filters, and managing registrations.

Release notes detailing enhancements and bug fixes for the Certain 7.1.5 release across APIs and UI components.

Release notes for Certain 7.0 including accessibility, digital events, speaker management, signals, and content display enhancements.

A help center page listing links to prior Certain release notes.

You can customize the message shown to an attendee if they click the link for registration assistance. You can include HTML tags in the text.

Message labels and default values for required-field validation in forms.

Documentation for managing Meeting Requests on Websites within the Certain Help Center. It explains the Meeting Request List behavior, how to customiz...

Overview of Certain Platform and getting started topics for event automation.

Overview of account settings and the Administration, Registrations, Management, Reports, and Implementation sections in the Certain Help Center articl...

Legacy Web Services API 1.0 for administrator access, with guidance to use API2.0 for new integrations.

Help article describing how to view and assign sessions to attendees, change status, and related features in Speaker and Session Management.

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

Overview of Global Links and Primary Navigation in the Certain Help Center.

Instructions to mark an event as favorite by accessing the Event Dashboard and selecting the star icon.

Describes configuring the Section Header for form sections, including Text Above Header, Header Text, and Text Below Header, with defaults and field v...

Instructions to create a new registration form in the Certain platform, including navigation steps and related articles.

Frequently asked questions about forms in the Certain Help Center.

Overview of how data-list pages in the Certain Help Center handle pagination, filtering, and remembered preferences.

Instructions for configuring digital sessions with Certain Platform, Signal, and webinar providers (Zoom/ON24).

Overview of access to the Certain Support site and its resources: Knowledge Base, Certain Academy, Developer Space, and Contact Us.

Overview of the global navigation bar icons in Certain Help Center, including Support bot, Recent Items, Favorites, and Help and Support options.

Instructions for searching Websites across events and accounts in the Certain Help Center.

Instructions to update personal user information and password in the Certain Help Center.

A generic page for static content displayed on the public side of the website.

Instructions for reviewers using the Event List in Certain, including access, sorting, and event column details.

Guide to using the Event List in Certain Platform, including navigation, filters, columns, and actions such as add, export, and copy.

Overview of configuring and using SSO in Certain, including Admin, Attendee, and Check-In App SSO types, setup steps, and per-portal usage.

Instructions to copy an existing registration form on the Certain platform.

Guidance on adding or editing conference sessions within the Speaker and Session Management module of the Certain platform.

Help center article describing how to manage reviewers for Speaker and Session Management, including how to add, edit, import, and export reviewers.

Guide for managing speakers in Speaker and Session Management, including quick tips, background, features, and importing/exporting.

Overview of the Event Reports List with how to run, filter, create, and copy reports in the Certain Help Center.

The Setup Dashboard is the planner’s home page for configuring event details, attendee types, questions, schedules, reports, forms, emails, and additi...

Instructions for shortening Form and Website URLs in Certain Help Center, including Form URL, Website URL, and Vanity URL with examples.

Guide to setting up Google Analytics in Certain, including Website Profile, Tracking IDs, and per-page URL options.

Guide to using and editing event-level invoice templates, including templates, editing sections, and account-level invoices.

Illustrated PDF guide describing how to manage Sessions and Speakers in an event.

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

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

A summary of how many of each scheduled instance of the event's sessions have been selected by attendees.

A detailed list of speakers assigned to an event, including profiles, bios, abstracts, and whether speaker agreements and profile pictures have been u...

Configuration for the Sessions page layout in Speaker and Session Management, including Simple Sessions and Conference Sessions, with fields, instance...

Documentation for exporting sessions from the Speaker and Session Management area of the Certain platform. Exports can be generated as CSV or Excel fi...

Session Mass Actions lets you modify fields for multiple sessions at the same time on the Sessions page. Publish to Attendee Types, adjust Session Sta...

Instructions for importing sessions in Speaker and Session Management, including supported file formats, required fields, mapping steps, and updating ...

Instructions for adding and editing sessions in Speaker and Session Management, including how the Session Layout affects what you see and how to choos...

Instructions for managing sessions within the Speaker and Session Management module, including session lists, instances, scheduling, filtering, and se...

Configuration guidelines for VIP alerts in Certain Check-In to notify contacts when VIP Attendee Types or Organizations check in.

Instructions for creating a VIP alert in Certain Check-In using the Add New wizard. The wizard filters attendees by organizations and attendee types a...

Instructions for configuring custom kiosk survey questions and messages in the Certain Kiosk app.

Instructions to configure profile fields shown in the Certain Check-In app, including baseline fields, adding and editing additional fields, their ord...

This article explains how to enable session check-ins and manage walk-ins for sessions in Certain's Check-In app.

Instructions to configure check-in questions for the Certain Check-In app, including selecting, editing, and organizing custom profile and registratio...

Instructions to select, reorder, and customize data columns for profile reports in the Certain platform.

Account-level security options for Certain account users, including session timeout, password expiration, and email-related settings.

Documentation for managing users, including creation, filtering, profiles, roles, permissions, and history in the Certain platform.

Administrators can create and manage sub-accounts within the current account, configure codes, usernames, parent relationships, and access controls to...

Help Center article describing the Account Information page, including account scope, required fields (Account Name, Primary Contact, Email), and invo...

Overview of Account Reports, System Reports, and Role-Based Reports with actions to preview, edit, delete, favorite, copy, or create reports, and filt...

Instructions for assigning tags to standard and custom registration statuses, including API 2.0 exposure and the Show Default Statuses requirement.

SSO connections for a Certain account, including access, available connections, and configuration details with field mapping and button customization.

Details about Custom Event Data in the Certain platform, including access, usage, and management of custom questions and account-level display fields.

Account Settings page detailing user information, reports, administrator tasks, and configuration options in the Certain Help Center.

Configuration page for branding and settings of the Certain Check-In app used for on-site attendee check-in.

Data Format article in the Certain Help Center describing how administrators can limit and apply text reformatting rules to fields in event registrati...

Detailed guide to enabling and using Speaker and Session Management and Conference Sessions in Certain, including portals, setup, scheduling, reviews,...

Overview of recurring sessions in the Certain platform, including activation, behavior, delayed creation, fees, conflict checks, check-in, and post-cr...

Overview of Certain's product support services, SLA, maintenance windows, and support levels for the Certain SaaS Application.

Get information about Certain's intelligent Event Management Solution through whitepapers, guides, infographics, webinars, and more.

Attendee Management & Certain show you how to transform your event data into meaningful insights.

Video On Demand resource showing how to turn engagement signals into pipeline using Certain's event management solutions.

On-demand webinar explaining how to unlock buyer intent from event data, with advanced engagement tools and analytics to create personalized event exp...

Video On Demand resource showcasing enterprise event management solutions and tools.

Overview of Certain's on-demand event management solutions including manage, engage, and analyze capabilities.

Video on demand detailing how Grand Connections scaled events with Certain's platform.

Webinar transcript page on activating intent data from events and showcasing Certain's event management solutions.

Get Intelligent Insights From All Your Events — We help you track and analyze your event data and send signals to improve attendance, engagement and r...

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

Video on Demand content featuring the End Networking Roulette: Let Next Gen AI Do the Matching demonstration and related event management technology s...

Explore how AI-powered session recommendations can elevate events by personalizing agendas and improving attendee engagement. Video On Demand resource...

Video on demand resource describing three proven methods to turn event leads into revenue quickly.

A learning hub offering guides, infographics, videos, webinars, and whitepapers on event marketing and management.

A collection of event marketing and management resources, featuring video on demand content.

ON24, the marketing technology leader helping enterprises deliver live and always-on digital experiences such as webinars, multimedia content hubs and...

On-demand webinar showing how to unlock buyer intent through event data.

Learn how to scale, engage and drive revenue from events with AI in this engaging webinar.

Learn and grow with Certain’s world-class events, past and present.

Overview of Event Advisor, an AI-powered tool to personalize attendee journeys at events.

Training resources for the Certain platform, including Certain University, training webinars, brand experience, scale, insights, and logistics feature...