User Profile Management

FAQ detailing methods to import registrations into events, including external data files and connectors.

Overview of the Registration area in Account Settings for administrators, detailing Custom Profile Data, Financial Data, Printable Confirmations, and ...

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

Displays a history of Changes Reports and reports that contain the full Credit Card Number run on data within the current account.

Instructions to add and format a custom header and footer for reports using the HTML Editor in Account Settings.

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

Describes how to enter and manage answers to custom profile questions in an account, including supported question types.

Overview of Profiles area actions (Find, Edit, Add, Import) and how profiles relate to registrations.

A brief PDF guide describing how to set up Promo Codes for use in an event; includes enabling the sub-module and related resources.

Help Center article describing how the Event Details Page uses event-specific Dynamic Data Fields to customize event information.

Documentation about the Website Display shell and custom display shell features in Certain's platform.

Documentation on configuring up to three levels of summary groupings for event reports in the Certain platform.

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.

Instructions for searching for Profiles across accounts in the Certain Help Center.

Instructions for using the search feature in the Certain Help Center, including field, operator, value, and account selection, plus how results open.

Documentation for configuring the My Profile form in Certain's Website Setup, including available fields and confirmation messages.

Overview of consolidation reports including standard reports and how to manage reports across accounts.

Instructions for adding and configuring Custom HTML sections within a registration form on the Certain platform.

Instructions to add a custom header and footer to supplier reports using the HTML Editor and data fields.

Instructions to customize the header and footer for custom reports across formats including HTML, PDF, and Excel, with dynamic fields and HTML Editor ...

Guidance on creating and configuring summary groups to sort data in event reports for printable formats.

Settings for display and print options in Event Reports, including display format, data formats, and print settings.

Help article on configuring the Itinerary PDF appearance and content for events in Certain.

A PDF guide explaining how to schedule emails in Certain.

An illustrated PDF describing how to manage Sessions and Speakers in an event.

Documentation for creating and using report filters for Profiles, including Date Filters and Advanced Filters.

Guidance on displaying subtotals in profile reports, including sums, max, min, averages, and group-level totals.

Explains how to group report data by up to three summary levels in profile reports, with options for sorting and display.

Options to display, format, and print profile reports, including display format, data format, and print settings.

Guidance for creating or editing participant profiles, including required fields, data types, and address information.

Help Center article describing account information, required fields, and how to update account details.

Instructions to duplicate an existing Account or System Report using the Report Copy Wizard.

Help Center article describing how to apply tags to standard and custom registration statuses.

Overview of Custom Event Data fields, access, usage for internal reporting, and account-level display fields in Certain.

Help article detailing access and sub-modules for Privacy Compliance in Certain.

An eBook about how AI reshapes the event industry and AI trends for 2025 and beyond.

Two methods to add existing profiles to a new event as registrations: Importing Registrations and Inviting Existing Profiles.

Guidance on resolving issues with dynamic data fields not rendering in email templates when recipients are marked as Test Registrants.

Learn how to enable and use Web Integration Links to customize attendee experiences by inserting dynamic data into emails and forms.

Instructions for creating and managing Profiles within the Certain platform, including manually creating Profiles, importing Registrations, inviting o...

Instructions for administrators to configure a PayPal account within Certain.

Overview of account structure, sub-accounts, and configuration options for Setting Up Accounts.

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

Details on profile management, differences from registrations, and how to configure custom profile data for accounts in the Certain platform.

Overview of user accounts and user types in the Certain platform.

Information about collecting and managing multi-event data for Consolidation reports in Certain.

Overview of administration settings for Administrators, including Account, Sub-Accounts, Users, Display, and Account Usage.

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...

Overview of account-level profile data, custom questions, and default fields in Certain Platform.

Upcoming changes to the Add to Calendar feature, integrating AddEvent and modifying display settings at account and event levels.

Instructions to create and use account-level display fields to configure event displays.

There is no option within Certain Platform to delete Sub-Accounts; you can remove access to a specific Sub-Account for all Users.

Instructions to grant or revoke full credit card number access for a user in Certain's account management.

Overview of account structure and sub-accounts in the Certain platform, including setup and usage.

Overview of formats for delivering reports including HTML, PDF, Excel, CSV, and TXT.

Instructions for inviting or registering profiles for an event in the Certain Help Center.

Guidance on searching for profiles using standard and advanced filters.

FAQ about managing profiles in the Certain Help Center, including search, add/update, invite/register, export, history, and removing PII.

Release notes detailing enhancements and bug fixes for Certain 7.0.1.

Overview of account-level settings and administrator capabilities in Certain.

Guidance on viewing and editing attendee responses to custom registration questions and related notes.

Overview of the Event List page in Certain Platform, including filtering, exporting, and navigation features.

Instructions for updating your basic user information and password in the Certain Help Center.

Instructions for copying an existing event using the Copy Event wizard in the Certain platform.

Overview of the Event List in Certain Platform's Help Center, including filters, columns, and event management.

Guide to creating a custom registration confirmation for events, including text fields, barcode inclusion, and section headers.

Help article describing the Registrant Details section of the registration form, including header configuration, field selection, and options for atte...

Instructions to add and edit custom Event Display Fields for use in events, including Primary and Extended Display and Dynamic Data Fields.

The Questions page explains how to create and configure custom questions for registration forms and related areas in Certain.

Instructions for creating and printing event-level printable confirmation templates, including header content, barcodes, and notes.

Overview of a person's Profile record, including contact data, external IDs, event registrations, and history.

The Profiles page enables detailed searches of the profiles database for the current account and allows editing a selected record.

This page lists the profiles in the current account and explains how to add, find, import, and edit profiles.

Instructions for creating and editing account-level printable confirmation templates in Certain's Help Center.

Help article detailing account-level invoice templates and settings for Administrators.

Guide to extracting historic profile, registration, and event data from Certain using custom reports.

Help center article describing how to manage users, profiles, roles, and history in Certain.

Information about creating and managing sub-accounts in Certain's Help Center.

Guide to creating and managing account-level HTML content blocks in Certain's platform.

Help center article detailing account settings sections for All Users and Administrators, including management areas, roles, reports, and integrations...

Administrator-configurable text reformatting settings for event registration fields.

Guidance on profile data, custom questions, default fields, and imports for registration in Certain.

Overview of using custom questions to collect event-specific registration data in Certain.

A guide exploring how AI transforms event management in 2025, detailing agentic AI, event intelligence, practical applications, and nine trend traject...

A marketing data sheet summarizing trends in B2B events, roles, spend on event technology, and focus areas.

Best practices for leveraging event data to personalize engagement and drive measurable outcomes for marketers and sales teams.

A guide on using event data to enrich attendee insights and drive lead nurturing.

A guide to real-time marketing and event automation in a post-digital era.

Marketing executives can use Certain to drive ROI from events through attendee data, personalization, and insights.

On-demand webinar showing how to unlock buyer intent through event data with engagement tools and AI insights.

On-demand webinar about unlocking buyer intent through event data and advanced engagement tools.

Overview of how Artificial Intelligence (AI) is transforming the event industry. The guide covers predictive analytics, planning precision, and person...

Demandbase is a powerful targeting and personalization platform that identifies target accounts and engages them with relevant content to drive revenu...

On-demand webinars and events for marketers and event planners.

Explores how data and personalization shape event marketing in 2019 with insights from industry leaders.

Overview of using AI to personalize event marketing and convert attendees into customers.

Overview of Session Advisor, an AI-powered event personalization tool from Certain, and its benefits for attendees, organizers, and sponsors.

Explains how signal-based solutions enable real-time insights, personalized engagement, and AI-driven lead nurturing to improve event ROI.

Explains how AI-powered event intelligence accelerates the buyer journey by analyzing engagement data, predicting actions, and personalizing attendee ...

An article describing AI-powered personalization and Session Advisor AI to improve attendee experiences and revenue.

Explores how deep audience insights drive engagement and revenue, introducing Touchpoint Ignite AI-powered insights.

Overview of criteria for selecting AI-powered event technology, including transparency, prediction, ROI, conversion, real-time optimization, and ethic...