Support Center Portal

Instructions to download and use the QR code embedded with the App Info URL for Touchpoint apps.

Overview of Touchpoint security responsibilities, including CMS account access, auto logout, password requirements, and reporting security concerns.

Instructions to bulk upload translations in Touchpoint by exporting primary language content, translating in Excel, and re-importing.

Guide to editing event information, icon, and settings in Touchpoint.

Instructions to export content from a previous event to a future event in Touchpoint CMS, including exporting to Excel and importing.

Overview of My Credits settings, credit types, session credit values, certificates, and related actions.

Form to submit a support request including email, priority, subject, event info, date, description, and attachments.

Touchpoint User Dashboard Training article in the Touchpoint Support Center with a video tutorial.

Guide on tagging attendee statuses and sessions required for attendees in Touchpoint.

Overview of how speakers and sessions transfer from the Platform to Touchpoint in the Touchpoint Knowledge Base.

Support knowledge base article about the required items for app submission in Touchpoint.

Instructions for editing the settings of a new Touchpoint app.

Instructions and sample text for announcing a mobile app for an event, including login and download steps.

Guidance for bulk uploading agenda sessions into Touchpoint, including required fields, mappings, and import steps.

Step-by-step guidance for troubleshooting access issues to the Touchpoint On Site app, including unlocking attendees, password checks, and dashboard o...

Details on configuring Display Fields, Content Blocks, and Display Rules for event forms, websites, and emails in the Certain platform.

Explanation of the 'Please wait' error when the maximum number of Concurrent Registrations is reached and troubleshooting steps.

Guidance for diagnosing dynamic data field display issues in templated emails when recipients are marked as Test Registrants.

Instructions for administrators about Cybersource setup requirements in Certain Platform.

Overview of creating and managing system users and assigning user types in Certain.

FAQ about collecting multi-event data for Consolidation Reports and using custom questions in Certain.

Overview of the Event Agenda Summary Report in the Certain Help Center, including export, hyperlink behavior, and definitions of status counts and inv...

Overview of the Completed Registrations by Answer Report, including totals by answer options and non-selections.

Overview page for administrators detailing the data sections in the Registration area of Account Settings.

Administration overview for administrators to navigate account settings in the Certain platform.

Use this page to create and run reports on profiles in your Certain account, including attendees, speakers, and reviewers.

Overview of custom profile questions, their setup by the account administrator, and the available question types in the Certain Help Center.

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

Describes the Events List Web Page in the Certain Help Center and how to customize the events list and its columns.

The Event Details page in the Certain Help Center allows selecting an event to display event-specific Dynamic Data Fields.

Generic Home page for placing static content on the public side of the website.

Guidance on handling duplicate profile usernames and deleting profiles in Certain's Help Center.

Instructions for editing the Reviewer Portal pages, including the Portal page, profile layout, and session layout.

Help center article describing how to resolve the 'The mass action is currently being run in another active request' error in Mass Action reports.

Instructions for creating and using custom display fields in the Certain platform.

Instructions to remove access to a Sub-Account in Certain Platform; deleting Sub-Accounts is not supported.

Instructions to grant or revoke full credit card number access for a user, including PCI considerations and steps to modify permissions.

Release notes for 2025 Fall Release #1 (8.3.37), including bug fixes for Agenda Display Options, Registration search, and Session Import.

Release notes for the 2025 Summer Release #6 (8.3.36) of the Certain platform.

Release notes for Summer 2025 Release #5 (8.3.35), detailing bug fixes for Forms > Inline Additional Registrations, Speaker Email Templates, and Revie...

Release notes for the 2025 Summer Release #1 (8.3.31) in the Certain Help Center.

Release notes for the 2025 Spring Release #7 (8.3.30) detailing enhancements and bugs fixed.

Release notes for 2025 Spring Release #2 (8.3.25), including enhancements and bug fixes.

Overview of common errors in Signal Flows and troubleshooting steps.

Instructions to add a hyperlink to an image or banner using an HTML editor in Certain's Help Center.

Steps to delete an event or program from an account or organization in Certain Help Center.

Instructions to convert an email address in an email into a clickable hyperlink by setting the contact email as a hyperlink in the email template.

Instructions for adding the webcast join URL and Session Catalog link to an Email Template in Digital Events.

Instructions for adding speakers to a Session with Instances in the Certain Help Center.

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

Instructions for duplicating a report using the Report Copy Wizard in the Reports/Analyze page, including steps to copy a report and handling Changes ...

Instructions for requesting features for your Platform Account by emailing help@certain.com, with options to provide feedback and view comments.

Instructions for marking an event as favorite in the Certain Help Center.

Guidance for configuring digital sessions with Zoom or ON24 using Certain Signal on the Certain Platform.

Guidance on configuring digital events with Certain Signal and webinar providers Zoom or ON24.

Guidance for configuring Digital Events in Certain Signal with Zoom, including prerequisites and setup steps.

Instructions to display technical information about the current release of Certain, including how to locate the Release Number.

Guide to searching for Websites in the Certain Help Center, covering search fields, operators, and results navigation

Instructions for searching forms across events and accounts in the Certain Help Center, including search criteria, operators, and navigation.

Step-by-step instructions for using the search feature across Registrations, Profiles, Events, Forms, and Websites in the Certain Help Center.

Generic page to place static content on the public side of the website.

Overview of the Scheduled Emails feature in Certain's Help Center, including listing, editing, and copying events with scheduled emails.

Guide to creating and managing reviewer email templates for session reviews in Certain.

An illustrated PDF describing how to manage Sessions and Speakers in an event. The PDF can be opened or printed and requires enabling the Speaker and ...

A help-center page detailing Check-In configuration guides, Quickstart PDFs, and printer/device recommendations for Certain Check-In.

Configure VIP alerts for Certain Check-In, including alert name, active dates, triggers, attendees, and contacts.

Step-by-step wizard to create a VIP alert in Certain Check-In, including configuration steps and attendee selection.

Instructions to configure profile fields shown in the Certain Check-In app.

Configuration page for the Check-In Basic settings, including Temporary Access Code, Guest List options, and related features.

Instructions to enable session check-in and manage walk-in attendance for sessions in Certain Check-In.

Documentation on configuring report filters for Profiles in the Certain Help Center, including Date Filters and Advanced Filters.

PDF user guides to configure and use Certain Signal for third-party integrations.

Branding and configuration settings for the Certain Check-In app used to check attendees in on-site.

Information about account history records for the current account, including retention, fields, pagination, and export options.

Help article explaining optional email templates for accepted registrations and the risk of sending duplicate emails.

Overview of recurring sessions, delayed creation, fees, conflict checks, check-in, and edits.

A practical guide for marketers on using attendee data to personalize engagement and drive measurable event outcomes.

Learn about the intelligent Event Management Solution from Certain, with whitepapers, guides, infographics, webinars, and more.

ROI-focused page addressing resources and insights to deliver measurable return on investment from events.

A guide explaining the value of a mobile event app, with sections on management, engagement, and analytics.

Infographic about how marketing events are changing and related resources from Certain.

A guide outlining ROI considerations, data challenges, and resources for event marketers.

Event data plays a crucial role in driving business outcomes by empowering marketing professionals to make informed decisions. This guide covers every...

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

Video-on-demand resources and learning content for event marketing and management.

Learning center with infographics and resources on event marketing and management.

A learning center with guides, infographics, videos, webinars, and whitepapers about event marketing and management.

Zoom helps businesses and organizations bring teams together in a frictionless environment. Our cloud platform for video, voice, content sharing, and ...