Template and Import Management

Documentation on creating and using Attendee Types for event management, including setup, uses, and configuration options.

Step-by-step instructions to close event registration via Form settings or Event Status, with notes on statuses and closing messages.

Guidance on creating registrations from existing data via external files or profile-based methods.

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

Instructions for configuring up to three mass actions triggered when exporting a report.

Guide to creating and modifying custom Profiles reports, including Setup, Display, Groups, Subtotals, Columns, Filters, and Page sections.

Use this page to create and run reports on the profiles in your Certain account.

Details about managing profiles and their relation to registrations in the Certain Help Center.

Instructions for adding and editing tiers in the Speakers and Sessions management module.

Guidance on adding, editing, or viewing reviewer records within the Speakers and Sessions module.

Guide to managing session reviews in the Certain Speaker and Session Management portal.

A brief PDF guide describing how to set up Promo Codes for use in an event.

Instructions for importing event promo codes from a CSV file using the Event Promo Code Import Wizard.

Instructions to import discounts from a CSV file using the Discount Import Wizard.

A support-center article introducing the Accommodation Guide PDF for the Accommodation Module in Certain.

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

Documentation on creating and configuring user-defined columns for Consolidation Reports in Certain.

Defines how up to three Mass Actions can run automatically when a report is exported, and how reports can be exported.

Help article describing how to configure report grouping by summary groups for events in Certain.

Instructions to delete an event or program from an account or organization on the Certain platform.

Overview of the Meeting Requests List page with filters, columns, and actions.

Help article describing meeting requests on websites, including page content and list labels.

Backward-compatibility article about API 1.0 access and migration to API 2.0.

Instructions to view imported registration data in Certain by selecting the underlined number in the All Registrations By Status section on the Regist...

Background and steps for assigning roles to events in the Certain platform.

Step-by-step instructions to import and update accommodation details for registrations in the Certain platform.

Instructions to display technical information about the current release in the Certain platform via Help and System Information.

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

Instructions for searching forms across events and across accounts in Certain's Help Center.

To search for Events across accounts and sub-accounts, specify search criteria and Submit to view results.

How to search for profiles across accounts and sub-accounts using fields, operators, and wildcards.

Instructions to search registrations across events and accounts, including criteria, operators, wildcards, paging, and navigation.

Instructions to link a Certain form from an external website by copying the form URL from the plan form preview.

Guidance on configuring Section Header fields for form sections, including Text Above Header, Header Text, and Text Below Header.

Help article describing the Event List for Reviewers in Certain.

An illustrated PDF guide to setting up and using Registration Groups in an event, including how to enable the Registration Groups sub-module and acces...

Information about the Group Reports page in the Certain platform, including Group Summary Report, filtering, columns, and export options.

Learn how to assign a group to selected registrations in Certain's Help Center, including filtering and group selection.

Custom Fields for groups enable storing extra information about each group via the Groups > Group List page for the same event.

Guide to creating and managing registrant groups for events, including assigning attendees and configuring related options.

Documentation for adding an Event Waitlist form section and configuring its text, header, and behavior.

A brief PDF guide to the cookies added to registrants’ browsers by forms and web pages created in Certain; highlights essential cookies for admin-side...

Overview of managing scheduled agenda items, including types, grouping by groups/locations/tracks, and actions like add, edit, delete, search, and imp...

Guide to attendee types, their configuration, and related fees in an event.

Instructions for selecting and ordering data fields in supplier report columns, including moving fields, filtering, sorting, and customizing column he...

Guidance for creating and editing custom Supplier reports in the Certain platform, including setup steps, page structure, and field definitions.

Instructions for importing suppliers from a tab-delimited text file into the Suppliers database.

Instructions to configure VIP alerts in Certain Check-In, including basic configuration, triggers, organizations, attendee types, attendees, and conta...

Guidance for using the VIP alert creation wizard in Certain Check-In, including steps to configure alert name, date range, organizations, attendee typ...

Instructions for creating up to 20 user-defined columns in event reports, including first non-blank and column merging.

For agenda item quantities, show: The report will return one row per registration, with one column per agenda item. The option selected determines how...

A detailed list of all sessions in the event, including session name, code, track, type, capacity, occurrences, and more.

A summary of the numbers of attendees registered for each instance of the event's sessions.

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

Instructions for managing sessions in Speaker and Session Management, including adding, editing, deleting, filtering, and scheduling.

Guide to using Date Filters and Advanced Filters to constrain data in Profile reports.

Instructions for displaying subtotals on profile reports in PDF and HTML, including per-group counts and grand totals.

Instructions for selecting and ordering data columns in profile reports within the Certain Help Center.

Guide to configuring grouping for profile reports, including multi-level groupings, date-based grouping, and display options.

Options for displaying and printing Profile reports in Certain Help Center.

Administrators can tag standard and custom registration statuses; includes API 2.0 tagging details and a list of standard statuses.

Guide for integrating Certain Signal with Salesforce, including prerequisites, tagging, connections, flows, mappings, and troubleshooting.

Guide to using Certain Signal to integrate with Marketo, including setup of tags, connections, flows, and dashboards.

Guide on controlling crawlability of Certain events using ROBOTS META tags and related practices.

Instructions for scheduling emails to registrants in Certain Platform using Email Templates.

Release notes for 2025 Summer Release #2 (8.3.32) covering bug fixes across Custom Statuses, Email, Event Dashboard, Registrant Details, Promo Codes, ...

Release notes for 2025 Spring Release #6 (8.3.29).

Release notes for the 2025 Spring Release #4 (8.3.27) of the Certain platform.

Release notes for 2025 Spring Release #3 (8.3.26) covering fixed issues including accounts usage reports, agenda item guest list, email handling, form...

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

Release notes for the 2025 Winter Release #5 (8.3.23) of the Certain platform, detailing enhancements, badges, and bug fixes.

Get all the information you need about the intelligent Event Management Solution from Certain. Whitepapers, guides, infographics, webinars, and more.

A hub of content for event marketing and management, offering guides, infographics, videos, webinars, and whitepapers.

Event Advisor personalizes attendee journeys with AI recommendations while capturing engagement data and intent signals.

Overview of Certain, a company turning events into revenue with AI-powered event technology; leadership and core values.

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

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

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.

Guidance for bulk uploading content to Touchpoint using separate spreadsheets and the Import Content workflow.

Details on agenda feature settings and management in Touchpoint.

Guidance on using threaded messages in Touchpoint, including group messages and scheduled messages.

Guidelines for creating and managing Groups and Terms to filter lists in Touchpoint.

Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.

Guide on creating and applying percentage-based discounts to event registrations, including promo codes and logic-based discounts.

Instructions to add existing Profiles to a new Event either by importing Registrations or by inviting Profiles.

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

Details page for configuring Event basic information in the Certain platform, including Event Details, Location, Contacts, Custom Data, and currency l...

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

Instructions for enabling Web Integration Links and adding new links to customize attendee communications.

Guidance on creating fully customized email templates for events or forms in Certain, including styling tips and an example.

Instructions to customize hyperlink appearance on forms and websites using CSS, including example code.

Overview of managing registrations by working with profiles, including creating profiles, importing registrations, inviting profiles to events, and vi...

Troubleshooting steps for changing an event's E-Commerce account in Certain, including currency lock and restoring deleted accounts.

Guide on enforcing email uniqueness for forms and handling 'A registration already exists' errors in Certain.

Steps to auto-assign a Speaker Attendee Type to speakers via form logic in Plan.

Explains the effects of marking a form as the Primary form, including how it affects emails and display sections.

Instructions to embed a Google Map into a form by copying the embed HTML.

Instructions to streamline agenda item entry using Import and Export in the Certain agenda module.

Instructions on publishing online forms and websites in Certain, including how URLs are created and delivered to attendees.

Overview of how registrations and profiles are created and managed for events in Certain.

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

Instructions for importing travel data via CSV in the Travel module, including data types, file prep, and import steps.

Instructions to allowlist the IP address range used for Certain support emails.

A brief guide to using the Certain Check-In iOS app for on-site attendee check-in and walk-ins.

Guidance on using Avery Design & Print Online templates with Certain badge layouts when not available in the Certain Badge Layout Editor.

The Event Registration Chronicles dashboard analyzes the pace of registrations across a series of events, with filters and screenshot mode for present...

Guide to using the Performance Dashboard for a single event in Event Intelligence, including totals, demographics, and session data.

Special considerations for updating speaker information in Touchpoint when speakers are synced from Certain Platform or added directly in Touchpoint.

Steps to tag registration statuses with Touchpoint: Synced to pull registrants into Touchpoint from Certain Platform.

Instructions for importing and updating Registrations using key fields such as Profile Unique ID, External ID, and Username.

Instructions for managing Master Speakers and instance speakers for sessions in Certain's platform.

Multiple catalogs can be created for a single event with separate displays for VIP or General attendees, or to highlight a speaker and their sessions.

Upcoming changes to Add to Calendar with AddEvent integration in the Certain platform (7.1.7).

Instructions for removing images and files from the Assets section of an Event or an Account.

Administrators can deactivate users by changing their status to Inactive; deletion is not supported in the workflow.

Explains how fees expire and how to change fee amounts in Certain, with examples and screenshots.

Instructions to create and filter a Registration History Report to identify registrants who received a sent email.

Instructions to mass download attendee profile images by creating a Registrations report and adding a custom column for image file paths.

Guide to creating and managing Sub-Accounts within an Account on the Certain platform.

Fall 2025 release notes for version 8.3.38, detailing bug fixes across Content Blocks, Forms, Attendee Types, Payment Processing, and Reporting.

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

Release notes for Summer 2025 Release #4 (8.3.34) covering fixes across Agenda Sections, Country List, Email, Forms, Locations, Session Blocks, Speake...

Release notes for the 2025 Summer Release #3 (8.3.33.1), detailing enhancements, On-Demand Badges, and bug fixes.

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

Release notes for 2025 Spring Release #1 (8.3.24) covering enhancements, bugs, and new features for Admin-Side Save Buttons, Display Rules, and Hotels...

Guidance for planning and creating registration reports for events in the Certain platform.

Checklist to get ready for registrants before accepting online registrations.

Step 1 in planning an event in Certain; gather essential details before starting.

Improvements to the Global Search in Certain Platform include expanded search conditions and new Event info columns in Registrations and Results.

Guidance on deleting or delinking webinars from events or sessions using Certain's Signal integrations, with step-by-step instructions.

Instructions to enable automated waitlist processing for session registrations in Certain 8.0.

Help center article explaining how to vary email content based on registrant answers using display rules and content blocks.

Steps to attach files to email templates in Certain, including single attachments, Zip files, and external links.

Guidance on assigning master speakers to sessions and specific instances, including imports.

Guide to adding speakers manually, via import, or with existing profiles in the Certain platform.

Certain enables manual or bulk session creation using Standard or Conference Layouts, including step-by-step import and one-by-one addition.

Overview of how Session Tracks are used and the workflow for adding tracks and assigning reviewers.

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

FAQ covering profiles: searching, adding or updating, inviting/registering, exporting, change history, and removing PII.

Instructions to update messages for full inventory items or reached capacity for sessions and agenda items.

Step-by-step instructions for creating and customizing registration forms in the Certain platform.

General FAQ about sending emails in the Certain platform, including group and individual messaging, and saving email templates.

Instructions to enable and use the waitlist option for full agenda items in agenda forms.

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

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

Guide to using Certain Signal to integrate with third-party apps via Webhooks, covering setup steps, tags, connections, flows, mappings, and diagnosti...

Group List enables managing registrant groups for events, including adding, editing, importing, and assigning attendees, with optional agenda items, s...

Guide to upload a preview image for an event template with a recommended size of 200 x 150 pixels.

Guide to using the Registration Groups as Promo Codes module in Certain.

Guide to configuring Speaker and Session Management in Certain, including Conference Sessions, with setup, sessions, speakers, tracks, and reports.

Certain’s integration with Stripe enables fast, familiar payments for event registrations, sessions, and add-ons with secure, global infrastructure.

Event management software for virtual events to engage audiences, leverage event intelligence, and scale thousands of virtual events.

Event automation platform for in-person events enabling replication, efficiency, branding, scale and insights.

Hybrid event management platform enabling in-person and virtual audiences with engagement tools, branding, templates, and insights.

A tour of the Touchpoint Ignite mobile event app highlighting key benefits and features.

Take a tour of Session Advisor, including tour instructions and demo note.

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 with tips for booking face-to-face sales meetings during events to drive pipeline.

An ebook outlining how to blend in-person and digital event experiences into a hybrid strategy.

Infographic describing how to tailor attendee engagement to registration type for hybrid events.

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

Video On Demand resource detailing Certain's event management technology solutions, including Enterprise Event Management Software, Touchpoint, and Ev...

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...

Video-on-demand resource exploring how AI-powered session recommendations can enhance event experiences.

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.

Form to request a demo of Certain's event management platform.

Certain congratulates Thomson Reuters on Stevie Awards wins for SYNERGY2024 and explains how Certain's AI-powered event technology powers engagement a...

Certain announces Touchpoint Stream, a central platform for interactive virtual and hybrid events with live and on-demand content and attendee engagem...

Certain announces expanded Stripe payments integration to support 100+ methods, global payments, and real-time analytics.

Certain announces a strategic partnership with Capture Technologies to enhance on-site event operations and deliver real-time insights across the even...

EventOPS is an Event Resource Management system designed for your scaled event team – built to make requesting, budgeting for, and operating events st...

AMi provides technology-based attendee management services using event registration software to help organizations simplify event planning and attende...

An ecosystem of valued partners with proven solutions to help you add value to your events programs.

An on-demand webinar about transforming event data into meaningful insights.

Demonstration of the Touchpoint mobile event app by Certain, showing attendee engagement before, during, and after events.

Grand Connection scales events with Certain’s Smart Event Technology to streamline workflows and enhance attendee engagement.

Form to contact Certain Sales and reach departments such as Support and Accounting & Billing.

Contact page for Certain with a form to connect, and information for support and billing contacts.

AI-powered recommendations to personalize event journeys and drive engagement and revenue.

Three steps to create event content that resonates with attendees and drives business results using data orchestration and event intelligence.