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General FAQ - Importing Registration Data
FAQ detailing methods to import registrations into events, including external data files and connectors.
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Registration Overview
Overview of the Registration area in Account Settings for administrators, detailing Custom Profile Data, Financial Data, Printable Confirmations, and ...
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Assigning User Types
Overview of available user types and how to assign access and permissions in Certain.
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Report History
Displays a history of Changes Reports and reports that contain the full Credit Card Number run on data within the current account.
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Custom Report Header and Footer (Account Settings)
Instructions to add and format a custom header and footer for reports using the HTML Editor in Account Settings.
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Profile Reports
Use this page to create and run reports on the profiles in your Certain account.
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Custom Profile Information
Describes how to enter and manage answers to custom profile questions in an account, including supported question types.
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Profiles Area Options
Overview of Profiles area actions (Find, Edit, Add, Import) and how profiles relate to registrations.
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Promo Codes – Quick Guide
A brief PDF guide describing how to set up Promo Codes for use in an event; includes enabling the sub-module and related resources.
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Event Details Page
Help Center article describing how the Event Details Page uses event-specific Dynamic Data Fields to customize event information.
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Website Display
Documentation about the Website Display shell and custom display shell features in Certain's platform.
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Choose Report Grouping (Events)
Documentation on configuring up to three levels of summary groupings for event reports in the Certain platform.
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Assign Roles
Background on how roles and users are managed for events in Certain. Describes how to assign roles to an event and who is available for each role.
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Search For Profiles
Instructions for searching for Profiles across accounts in the Certain Help Center.
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Search
Instructions for using the search feature in the Certain Help Center, including field, operator, value, and account selection, plus how results open.
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My Profile
Documentation for configuring the My Profile form in Certain's Website Setup, including available fields and confirmation messages.
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Consolidation Reports
Overview of consolidation reports including standard reports and how to manage reports across accounts.
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Custom HTML Section Details (Registration Form)
Instructions for adding and configuring Custom HTML sections within a registration form on the Certain platform.
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Specify Custom Report Header and Footer (Supplier Reports)
Instructions to add a custom header and footer to supplier reports using the HTML Editor and data fields.
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PAGE (Custom Report Header and Footer)
Instructions to customize the header and footer for custom reports across formats including HTML, PDF, and Excel, with dynamic fields and HTML Editor ...
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Choose Report Grouping
Guidance on creating and configuring summary groups to sort data in event reports for printable formats.
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Display Options (Event Reports)
Settings for display and print options in Event Reports, including display format, data formats, and print settings.
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Itinerary Settings
Help article on configuring the Itinerary PDF appearance and content for events in Certain.
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Scheduled Emails Guide (PDF)
A PDF guide explaining how to schedule emails 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.
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Choose Report Filters (Profiles)
Documentation for creating and using report filters for Profiles, including Date Filters and Advanced Filters.
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Select Report Subtotals (Profiles)
Guidance on displaying subtotals in profile reports, including sums, max, min, averages, and group-level totals.
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Choose Report Grouping (Profiles)
Explains how to group report data by up to three summary levels in profile reports, with options for sorting and display.
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Report Display Options (Profiles)
Options to display, format, and print profile reports, including display format, data format, and print settings.
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Create a New Profile, or Edit a Profile
Guidance for creating or editing participant profiles, including required fields, data types, and address information.
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Account Information
Help Center article describing account information, required fields, and how to update account details.
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Copying an Account Report (Report Copy Wizard)
Instructions to duplicate an existing Account or System Report using the Report Copy Wizard.
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Registration Statuses (for tags)
Help Center article describing how to apply tags to standard and custom registration statuses.
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Custom Event Data
Overview of Custom Event Data fields, access, usage for internal reporting, and account-level display fields in Certain.
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Privacy Compliance
Help article detailing access and sub-modules for Privacy Compliance in Certain.
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2025 AI Trends for Event Management
An eBook about how AI reshapes the event industry and AI trends for 2025 and beyond.
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Adding Existing Profiles to a New Event
Two methods to add existing profiles to a new event as registrations: Importing Registrations and Inviting Existing Profiles.
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Troubleshooting Data Fields in Emails
Guidance on resolving issues with dynamic data fields not rendering in email templates when recipients are marked as Test Registrants.
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Web Integration Links
Learn how to enable and use Web Integration Links to customize attendee experiences by inserting dynamic data into emails and forms.
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Managing Registrations: Working with Profiles
Instructions for creating and managing Profiles within the Certain platform, including manually creating Profiles, importing Registrations, inviting o...
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Administrators - PayPal Setup Requirements
Instructions for administrators to configure a PayPal account within Certain.
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General FAQ - Setting Up Accounts
Overview of account structure, sub-accounts, and configuration options for Setting Up Accounts.
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General FAQ - Managing Registrations
Overview of how registrations and profiles are created and managed for events in the Certain platform.
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General FAQ - Managing Profiles
Details on profile management, differences from registrations, and how to configure custom profile data for accounts in the Certain platform.
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General FAQ - Setting Up Users
Overview of user accounts and user types in the Certain platform.
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Reports FAQ - Collecting Multi-Event Data for Consolidation Reports
Information about collecting and managing multi-event data for Consolidation reports in Certain.
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Administration Overview
Overview of administration settings for Administrators, including Account, Sub-Accounts, Users, Display, and Account Usage.
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Payments and Refunds Summary – Including Sub-Accounts
A summary of all payments and refunds for all of the events in the current account and all of its sub-accounts, grouped by the payment type and date p...
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Administrators - Account-Level Custom Profile Data
Overview of account-level profile data, custom questions, and default fields in Certain Platform.
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Add To Calendar Updates
Upcoming changes to the Add to Calendar feature, integrating AddEvent and modifying display settings at account and event levels.
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Custom Display Fields
Instructions to create and use account-level display fields to configure event displays.
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Removing Access to a Sub-Account
There is no option within Certain Platform to delete Sub-Accounts; you can remove access to a specific Sub-Account for all Users.
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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 in Certain's account management.
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Account Structure and Sub-Account Management
Overview of account structure and sub-accounts in the Certain platform, including setup and usage.
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Reports FAQ - Printing and Exporting Reports
Overview of formats for delivering reports including HTML, PDF, Excel, CSV, and TXT.
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Profiles FAQ - Inviting or Registering Profiles
Instructions for inviting or registering profiles for an event in the Certain Help Center.
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Profiles FAQ - Searching Profiles
Guidance on searching for profiles using standard and advanced filters.
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Profiles FAQ
FAQ about managing profiles in the Certain Help Center, including search, add/update, invite/register, export, history, and removing PII.
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Certain 7.0.1 Release Notes
Release notes detailing enhancements and bug fixes for Certain 7.0.1.
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Administering Certain
Overview of account-level settings and administrator capabilities in Certain.
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Custom Question Information (Attendee Answers)
Guidance on viewing and editing attendee responses to custom registration questions and related notes.
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Event List (from Login)
Overview of the Event List page in Certain Platform, including filtering, exporting, and navigation features.
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My User Information
Instructions for updating your basic user information and password in the Certain Help Center.
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Copy Event (Wizard)
Instructions for copying an existing event using the Copy Event wizard in the Certain platform.
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Event List
Overview of the Event List in Certain Platform's Help Center, including filters, columns, and event management.
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Registration Confirmations
Guide to creating a custom registration confirmation for events, including text fields, barcode inclusion, and section headers.
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Registrant Details (Attendee Form)
Help article describing the Registrant Details section of the registration form, including header configuration, field selection, and options for atte...
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Event Display Fields
Instructions to add and edit custom Event Display Fields for use in events, including Primary and Extended Display and Dynamic Data Fields.
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Questions
The Questions page explains how to create and configure custom questions for registration forms and related areas in Certain.
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Printable Confirmations (Event-Level)
Instructions for creating and printing event-level printable confirmation templates, including header content, barcodes, and notes.
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Profile Overview
Overview of a person's Profile record, including contact data, external IDs, event registrations, and history.
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Search Profiles
The Profiles page enables detailed searches of the profiles database for the current account and allows editing a selected record.
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Profile List
This page lists the profiles in the current account and explains how to add, find, import, and edit profiles.
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Printable Confirmations (Account-Level Templates)
Instructions for creating and editing account-level printable confirmation templates in Certain's Help Center.
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Account Invoices
Help article detailing account-level invoice templates and settings for Administrators.
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Data Extraction Guide
Guide to extracting historic profile, registration, and event data from Certain using custom reports.
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User Information
Help center article describing how to manage users, profiles, roles, and history in Certain.
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Sub-Accounts
Information about creating and managing sub-accounts in Certain's Help Center.
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Content Blocks (At Account Level)
Guide to creating and managing account-level HTML content blocks in Certain's platform.
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Account Settings
Help center article detailing account settings sections for All Users and Administrators, including management areas, roles, reports, and integrations...
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Data Format
Administrator-configurable text reformatting settings for event registration fields.
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Custom Profile Data
Guidance on profile data, custom questions, default fields, and imports for registration in Certain.
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Custom Questions
Overview of using custom questions to collect event-specific registration data in Certain.
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2025 AI Trends for Event Management
A guide exploring how AI transforms event management in 2025, detailing agentic AI, event intelligence, practical applications, and nine trend traject...
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How Marketing Events Are Changing
A marketing data sheet summarizing trends in B2B events, roles, spend on event technology, and focus areas.
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Event Data Strategy Best Practices
Best practices for leveraging event data to personalize engagement and drive measurable outcomes for marketers and sales teams.
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Are Your Events Working Hard Enough?
A guide on using event data to enrich attendee insights and drive lead nurturing.
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Marketing In a Post-Digital World
A guide to real-time marketing and event automation in a post-digital era.
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Drive a Higher ROI from Every Event
Marketing executives can use Certain to drive ROI from events through attendee data, personalization, and insights.
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Reading Your Buyer's Mind On-demand Webinar
On-demand webinar showing how to unlock buyer intent through event data with engagement tools and AI insights.
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Igniting Event Experiences with Touchpoint Ignite
On-demand webinar about unlocking buyer intent through event data and advanced engagement tools.
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2024 AI Trends for Event Management
Overview of how Artificial Intelligence (AI) is transforming the event industry. The guide covers predictive analytics, planning precision, and person...
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Demandbase | Partner
Demandbase is a powerful targeting and personalization platform that identifies target accounts and engages them with relevant content to drive revenu...
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Event Center For Marketers and Event Planners
On-demand webinars and events for marketers and event planners.
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Bolder Brand Moves Start With Better Data: What’s Next for Events in 2019
Explores how data and personalization shape event marketing in 2019 with insights from industry leaders.
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How to Turn Your Audiences Into Customers Using AI
Overview of using AI to personalize event marketing and convert attendees into customers.
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How AI is Revolutionizing Event Personalization: Meet Certain’s Session Advisor
Overview of Session Advisor, an AI-powered event personalization tool from Certain, and its benefits for attendees, organizers, and sponsors.
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Maximizing Event Success with Signal-Based Solutions: A Catalyst for Marketers t...
Explains how signal-based solutions enable real-time insights, personalized engagement, and AI-driven lead nurturing to improve event ROI.
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Event Strategies to Accelerate the Buyer Journey
Explains how AI-powered event intelligence accelerates the buyer journey by analyzing engagement data, predicting actions, and personalizing attendee ...
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Creating High-Impact Attendee Experiences with AI
An article describing AI-powered personalization and Session Advisor AI to improve attendee experiences and revenue.
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The Impact of Deep Audience Insights on Event Success
Explores how deep audience insights drive engagement and revenue, introducing Touchpoint Ignite AI-powered insights.
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What to Look for in AI-powered Event Technology
Overview of criteria for selecting AI-powered event technology, including transparency, prediction, ROI, conversion, real-time optimization, and ethic...