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Express Video Onboarding Guide
A guided video walkthrough of Certain Express. Work through it in order for a full onboarding, or open the one topic you need. Each topic opens to reveal its video.
In this guide
1. Getting Started2 videosWhere things live and how Express is put together.2. Your Brand Kit3 videosSet your colours, logo and fonts once, and every event picks them up.3. Creating Your Event2 videosTwo routes to a live event, and when to use each one.4. Building Your Registration Form6 videosYour questions, the pages either side of them, and what happens after someone registers.5. Test Mode and Going Live1 videoTry the whole thing as a registrant before anyone else can.6. Managing Registrations and Email5 videosGetting people in, working the list once they're there, and the email that goes out to them.7. Profiles and Your Audience2 videosThe people record that sits behind every registration.8. Reporting4 videosPull the numbers you need, and save the pull for next time.9. Dashboard, Analytics & Personalization2 videosHow the event is going, why it's going that way, and the settings that make your own day-to-day faster.10. First Event ChecklistOptional. A last run-through before your first event goes live, to be sure nothing is missing.1. Getting Started
Where things live and how Express is put together.
Getting Started with Express~5 minWatch Training Video
How to Find Your Way Around Express~5 minWatch Training Video
2. Your Brand Kit
Set your colours, logo and fonts once, and every event picks them up.
Understanding Brand Kits~7 minWatch Training Video
How to Build a Brand Kit~11 minWatch Training Video
How to Manage and Apply Brand Assets~6 minWatch Training Video
3. Creating Your Event
Two routes to a live event, and when to use each one.
How to Build an Event with Express Architect~3 minWatch Training Video
How to Create an Event Step by Step~16 minWatch Training Video
4. Building Your Registration Form
Your questions, the pages either side of them, and what happens after someone registers.
How to Set Your Registration Window and Capacity~5 minWatch Training Video
How to Build Your Registration Form~13 minWatch Training Video
Understanding the Registration Flow~11 minWatch Training Video
How to Customise Your Confirmation Email~10 minWatch Training Video
Understanding Actions~16 minWatch Training Video
Understanding Form Templates~6 minWatch Training Video
5. Test Mode and Going Live
Try the whole thing as a registrant before anyone else can.
Understanding Test Mode and Live~6 minWatch Training Video
6. Managing Registrations and Email
Getting people in, working the list once they're there, and the email that goes out to them.
How to Get Registrations In~8 minWatch Training Video
How to Work Your Attendee List~13 minWatch Training Video
Understanding the Emails Tab~22 minWatch Training Video
How to Email Attendees and Use the Attendee Hub~15 minWatch Training Video
Understanding Attendee Types and Statuses~12 minWatch Training Video
7. Profiles and Your Audience
The people record that sits behind every registration.
Understanding Profiles~10 minWatch Training Video
How to Segment and Invite Your Audience~12 minWatch Training Video
8. Reporting
Pull the numbers you need, and save the pull for next time.
Understanding Reports~9 minWatch Training Video
How to Build and Apply a Report~13 minWatch Training Video
How to Manage Report Templates~10 minWatch Training Video
How to Pull Your Attendee List~3 minWatch Training Video
9. Dashboard, Analytics & Personalization
How the event is going, why it's going that way, and the settings that make your own day-to-day faster.
How to Read Your Event Dashboard~16 minWatch Training Video
How to Personalise Your Workspace~14 minWatch Training Video
Helpful links
That's it, you're ready for your first event.
If you get stuck, use the Help option inside Express, or submit a request and our team will pick it up.
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