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QR Code for App Download
Instructions to download and use the QR code embedded with the App Info URL for Touchpoint apps.
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Security: Client Roles and Responsibilities
Overview of Touchpoint security responsibilities, including CMS account access, auto logout, password requirements, and reporting security concerns.
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Bulk Uploading Translated Content
Instructions to bulk upload translations in Touchpoint by exporting primary language content, translating in Excel, and re-importing.
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Event Info, Event Icon, and Event Settings
Guide to editing event information, icon, and settings in Touchpoint.
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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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My Credits
Overview of My Credits settings, credit types, session credit values, certificates, and related actions.
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Submit a request
Form to submit a support request including email, priority, subject, event info, date, description, and attachments.
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Touchpoint User Dashboard Training
Touchpoint User Dashboard Training article in the Touchpoint Support Center with a video tutorial.
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Tagging Attendee* Statuses & Sessions - Required for Attendees
Guide on tagging attendee statuses and sessions required for attendees in Touchpoint.
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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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Prepare to Publish - Required Items for App Submission
Support knowledge base article about the required items for app submission in Touchpoint.
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Editing Your New Touchpoint App Settings
Instructions for editing the settings of a new Touchpoint app.
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Sample App Announcement Text
Instructions and sample text for announcing a mobile app for an event, including login and download steps.
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Agenda Bulk Upload
Guidance for bulk uploading agenda sessions into Touchpoint, including required fields, mappings, and import steps.
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Troubleshooting On Site
Step-by-step guidance for troubleshooting access issues to the Touchpoint On Site app, including unlocking attendees, password checks, and dashboard o...
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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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Concurrent Registrations on Forms - Error: Please wait; the page will be automat...
Explanation of the 'Please wait' error when the maximum number of Concurrent Registrations is reached and troubleshooting steps.
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Troubleshooting Data Fields in Emails
Guidance for diagnosing dynamic data field display issues in templated emails when recipients are marked as Test Registrants.
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Administrators - Cybersource Setup Requirements
Instructions for administrators about Cybersource setup requirements in Certain Platform.
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General FAQ - Setting Up Users
Overview of creating and managing system users and assigning user types in Certain.
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Reports FAQ - Collecting Multi-Event Data for Consolidation Reports
FAQ about collecting multi-event data for Consolidation Reports and using custom questions in Certain.
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Reports FAQ - Event Agenda Summary Report
Overview of the Event Agenda Summary Report in the Certain Help Center, including export, hyperlink behavior, and definitions of status counts and inv...
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Reports FAQ - Completed Registrations by Answer Report
Overview of the Completed Registrations by Answer Report, including totals by answer options and non-selections.
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Registration Overview
Overview page for administrators detailing the data sections in the Registration area of Account Settings.
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Administration Overview
Administration overview for administrators to navigate account settings in the Certain platform.
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Profile Reports
Use this page to create and run reports on profiles in your Certain account, including attendees, speakers, and reviewers.
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Custom Profile Information
Overview of custom profile questions, their setup by the account administrator, and the available question types in the Certain Help Center.
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Website FAQ Page
A generic page to display static content on the public side of the website.
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Events List Web Page
Describes the Events List Web Page in the Certain Help Center and how to customize the events list and its columns.
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Event Details Page
The Event Details page in the Certain Help Center allows selecting an event to display event-specific Dynamic Data Fields.
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Web Site Home
Generic Home page for placing static content on the public side of the website.
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Duplicate Profile Usernames And Deleting Profiles
Guidance on handling duplicate profile usernames and deleting profiles in Certain's Help Center.
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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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Mass Action Report Error
Help center article describing how to resolve the 'The mass action is currently being run in another active request' error in Mass Action reports.
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Custom Display Fields
Instructions for creating and using custom display fields in the Certain platform.
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Removing Access to a Sub-Account
Instructions to remove access to a Sub-Account in Certain Platform; deleting Sub-Accounts is not supported.
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Adding/Removing Full Credit Card Information Access for a User
Instructions to grant or revoke full credit card number access for a user, including PCI considerations and steps to modify permissions.
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2025 Fall Release #1 (8.3.37)
Release notes for 2025 Fall Release #1 (8.3.37), including bug fixes for Agenda Display Options, Registration search, and Session Import.
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2025 Summer Release #6 (8.3.36)
Release notes for the 2025 Summer Release #6 (8.3.36) of the Certain platform.
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2025 Summer Release #5 (8.3.35)
Release notes for Summer 2025 Release #5 (8.3.35), detailing bug fixes for Forms > Inline Additional Registrations, Speaker Email Templates, and Revie...
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2025 Summer Release #1 (8.3.31)
Release notes for the 2025 Summer Release #1 (8.3.31) in the Certain Help Center.
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2025 Spring Release #7 (8.3.30)
Release notes for the 2025 Spring Release #7 (8.3.30) detailing enhancements and bugs fixed.
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2025 Spring Release #2 (8.3.25)
Release notes for 2025 Spring Release #2 (8.3.25), including enhancements and bug fixes.
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Signal Alerts - Common Errors and Recommendations
Overview of common errors in Signal Flows and troubleshooting steps.
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How to add a link to an image or banner using an HTML editor
Instructions to add a hyperlink to an image or banner using an HTML editor in Certain's Help Center.
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How to Delete an Event
Steps to delete an event or program from an account or organization in Certain Help Center.
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Adding an email address as a hyperlink
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.
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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 to Sessions
Instructions for adding speakers to a Session with Instances in the Certain Help Center.
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Meeting Requests (Home)
Overview of the Meeting Requests (Home) page in the Certain Help Center, including filters, list view, and actions.
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Copy an Existing Report
Instructions for duplicating a report using the Report Copy Wizard in the Reports/Analyze page, including steps to copy a report and handling Changes ...
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Product Request
Instructions for requesting features for your Platform Account by emailing help@certain.com, with options to provide feedback and view comments.
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How to Mark an Event as Favorite
Instructions for marking an event as favorite 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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Setting Up a Digital Event
Guidance on configuring digital events with Certain Signal and webinar providers Zoom or ON24.
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Digital Events: Using Certain Signal with Zoom
Guidance for configuring Digital Events in Certain Signal with Zoom, including prerequisites and setup steps.
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System information
Instructions to display technical information about the current release of Certain, including how to locate the Release Number.
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Search For Websites
Guide to searching for Websites in the Certain Help Center, covering search fields, operators, and results navigation
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Search For Forms
Instructions for searching forms across events and accounts in the Certain Help Center, including search criteria, operators, and navigation.
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Search
Step-by-step instructions for using the search feature across Registrations, Profiles, Events, Forms, and Websites in the Certain Help Center.
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Website News Page
Generic page to place static content on the public side of the website.
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Scheduled Emails
Overview of the Scheduled Emails feature in Certain's Help Center, including listing, editing, and copying events with scheduled emails.
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Reviewer Email Templates
Guide to creating and managing reviewer email templates for session reviews in Certain.
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Speaker and Session Management User Guide
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 ...
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Check In PDF Guides
A help-center page detailing Check-In configuration guides, Quickstart PDFs, and printer/device recommendations for Certain Check-In.
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Check-In: Alert Configuration
Configure VIP alerts for Certain Check-In, including alert name, active dates, triggers, attendees, and contacts.
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Check-In: Create VIP Alert (wizard)
Step-by-step wizard to create a VIP alert in Certain Check-In, including configuration steps and attendee selection.
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Check-In: Profile Configuration
Instructions to configure profile fields shown in the Certain Check-In app.
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Check-In: Basic Configuration
Configuration page for the Check-In Basic settings, including Temporary Access Code, Guest List options, and related features.
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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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Choose Report Filters (Profiles)
Documentation on configuring report filters for Profiles in the Certain Help Center, including Date Filters and Advanced Filters.
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Certain Signal: User Guides
PDF user guides to configure and use Certain Signal for third-party integrations.
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Check-In Settings
Branding and configuration settings for the Certain Check-In app used to check attendees in on-site.
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Account History
Information about account history records for the current account, including retention, fields, pagination, and export options.
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'Send Email' for accepted registrations
Help article explaining optional email templates for accepted registrations and the risk of sending duplicate emails.
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Recurring Classes - What you need to know...
Overview of recurring sessions, delayed creation, fees, conflict checks, check-in, and edits.
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Event Data Strategy Best Practices
A practical guide for marketers on using attendee data to personalize engagement and drive measurable event outcomes.
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Learning Center
Learn about the intelligent Event Management Solution from Certain, with whitepapers, guides, infographics, webinars, and more.
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Your CEO Asks
ROI-focused page addressing resources and insights to deliver measurable return on investment from events.
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Why a Mobile Event App? Amazing Insights. That’s Why.
A guide explaining the value of a mobile event app, with sections on management, engagement, and analytics.
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How Marketing Events are Changing
Infographic about how marketing events are changing and related resources from Certain.
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The Event Intelligence Playbook
A guide outlining ROI considerations, data challenges, and resources for event marketers.
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Ultimate Guide to Event Data Orchestration
Event data plays a crucial role in driving business outcomes by empowering marketing professionals to make informed decisions. This guide covers every...
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Event Marketing and Management Learning Center
A hub of guides, infographics, videos, webinars, and whitepapers on event marketing and management.
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Event Marketing and Management Learning Center
Video-on-demand resources and learning content for event marketing and management.
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Event Marketing and Management Learning Center
Learning center with infographics and resources on event marketing and management.
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Event Marketing and Management Learning Center
A learning center with guides, infographics, videos, webinars, and whitepapers about event marketing and management.
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Zoom | Partner
Zoom helps businesses and organizations bring teams together in a frictionless environment. Our cloud platform for video, voice, content sharing, and ...