In this guide

1. Connecting Greet to Certain Platform
2. Third-Party Integration and Manual Import

Understanding Greet and How It Connects to Certain

Greet is Certain's on-site event platform: check-in, badge printing, and attendee management for the day itself. Log in and you land on the Account Dashboard, a real-time view across every event you're running, with each event's own workspace one click away: attendees, sessions, check-in, badges, reports, giveaways, kiosk mode, and settings.

Greet doesn't generate registration data on its own. Events, sessions, and attendees flow in from Certain Platform on a scheduled sync, so Platform stays your source of truth. Add Certain Signal, and check-ins route straight to Salesforce in real time.

How to Connect Greet to Certain Event Management

The integration setup itself.

How to Configure Event Registration Tags and Questions

Certain-side tag and question setup.

How to Run a Manual Data Sync in Greet

Sync Back Per Question — When Greet Edits Push Back to Certain Coming soon

Per-question toggle under Settings > Synced Questions.

What to Do If the Sync Breaks Coming soon

Troubleshooting basics and when to escalate.

How to Import and Configure Registration Questions from Certain into Greet Coming soon

Synced Questions in Settings: Profile Questions (account-wide) and Registration Questions (event-specific) tagged 'greet' in Certain.

How to Manage Attendees

Includes manually adding and importing attendees.

Connecting Greet to Splash, Cvent, or Another Third-Party Platform Coming soon

High-level workflow.

How to Manually Add Sessions into Greet (Without Certain Integration) Coming soon

Manually creating sessions via Add Session, including setting capacity, location, and status.

How to Import Questions Coming soon