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Certain Platform Video Onboarding Guide
A guided video walkthrough of Certain Platform. Start with the 28 required videos to build and run your first event, about 1 hr 55 min in all. Add the 71 optional videos when an event calls for them. Each topic opens to reveal its video.
Required: build and run your first event (about 1 hr 55 min total)
1. Getting Started4 videosLog in, find your way around, and create your first event.2. Setting Up Your Event8 videosThe details, contacts, attendee types and questions every event starts with.3. Building Your Registration Form8 videosEach section of the form, from the entry page to the confirmation page, plus the logic that ties it together.4. Managing Registrations2 videosWork the registration list once people start signing up, or bring in registrations you already have.5. Email4 videosBuild a template, write the message, schedule it, and see how it performed.6. Reporting1 videoPull the numbers you need for your event.7. Getting Help1 videoWhat to include when you contact Support so we can help faster.Optional: add as your event needs it (about 4 hr 55 min total)
8. Event Setup Extras3 videosAlerts, asset storage and suppliers. Add these when your event needs them.9. Payments and Finance8 videosConnect a payment processor, set up promo codes, and manage invoices and payments.10. Specialty Form Sections8 videosExtra sections you can add to a registration form, depending on what you're offering.11. Groups and Agenda4 videosGroup registrations, agenda items and packages, and attendee itineraries.12. Sessions, Speakers and Catalogs14 videosBuild your session program, manage speakers, and publish a session catalog.13. Accommodation and Travel5 videosHotel blocks, flight data and travel questions.14. Website and Content Display3 videosBuild an event website and control who sees what.15. Reporting and Budgets4 videosConsolidation reports, account-level reports and event budgets.16. Webinars, Roles and Single Sign-On3 videosRun a digital event, assign roles, and set up single sign-on.17. Advanced Account Administration12 videosEvent display, integrations, data fields, users, templates and more.18. Check-In and Badging (Legacy)2 videosOnsite check-in and badge printing in Certain Platform.19. Working Examples5 videosReal configurations to copy from.1. Getting Started
Log in, find your way around, and create your first event.
New User: Logging In~2 minWatch Training Video
Learning the Layout~3 minWatch Training Video
The Event List~4 minWatch Training Video
Creating a New Event~6 minWatch Training Video
2. Setting Up Your Event
The details, contacts, attendee types and questions every event starts with.
Understanding Event Options~4 minWatch Training Video
Understanding Event Dashboard~2 minWatch Training Video
Understanding Event Details~3 minWatch Training Video
How to Manage Primary Event Location~5 minWatch Training Video
How to Manage Event Registration Contact~5 minWatch Training Video
Creating an Attendee Type~6 minWatch Training Video
Creating Custom Registration Statuses~5 minWatch Training Video
Creating Custom Registration Questions~5 minWatch Training Video
3. Building Your Registration Form
Each section of the form, from the entry page to the confirmation page, plus the logic that ties it together.
Registration Form Overview~5 minWatch Training Video
Configure Entry Page~6 minWatch Training Video
Configure Registrant Details Section~5 minWatch Training Video
Configure Attendee Type Section~3 minWatch Training Video
Configure Question Section~5 minWatch Training Video
Configure Verify Page~2 minWatch Training Video
Configure Confirmation Page~5 minWatch Training Video
How to Configure Logic~5 minWatch Training Video
4. Managing Registrations
Work the registration list once people start signing up, or bring in registrations you already have.
How to Manage Registrations~4 minWatch Training Video
How to Import Registrations~5 minWatch Training Video
5. Email
Build a template, write the message, schedule it, and see how it performed.
Creating an Email Template~4 minWatch Training Video
How to Compose an Email~4 minWatch Training Video
How to Schedule an Email~6 minWatch Training Video
Understanding Email Analytics~3 minWatch Training Video
6. Reporting
Pull the numbers you need for your event.
How to Create Event Reports~5 minWatch Training Video
7. Getting Help
What to include when you contact Support so we can help faster.
How to Contact Support & Best Practices~3 minWatch Training Video
8. Event Setup Extras
Alerts, asset storage and suppliers. Add these when your event needs them.
Understanding Alerts~2 minWatch Training Video
How to Manage Assets~3 minWatch Training Video
How to Create Event Suppliers~5 minWatch Training Video
9. Payments and Finance
Connect a payment processor, set up promo codes, and manage invoices and payments.
Adding Payment Processor~3 minWatch Training Video
Adding a Payment Processor to the Event~2 minWatch Training Video
Managing Invoices~5 minWatch Training Video
How to Create Promo Codes and Discount Codes~4 minWatch Training Video
Configure Promo Code Section~4 minWatch Training Video
Configure Payment Section~5 minWatch Training Video
Testing Payments through the Form~2 minWatch Training Video
How to Manage an Attendee's Financials~2 minWatch Training Video
10. Specialty Form Sections
Extra sections you can add to a registration form, depending on what you're offering.
Configure Agenda Section~5 minWatch Training Video
Configure Accommodation Section~4 minWatch Training Video
Configure Session Section~5 minWatch Training Video
Configure Groups Section~3 minWatch Training Video
Configure Travel Section~5 minWatch Training Video
Configure Additional Reg Section~5 minWatch Training Video
Configure Inline Additional Reg Section~4 minWatch Training Video
Configure HTML Section~4 minWatch Training Video
11. Groups and Agenda
Group registrations, agenda items and packages, and attendee itineraries.
How to Manage Groups~5 minWatch Training Video
Understanding Agenda Items and Packages~5 minWatch Training Video
Importing and Exporting Agenda Items~3 minWatch Training Video
Managing Itinerary~4 minWatch Training Video
12. Sessions, Speakers and Catalogs
Build your session program, manage speakers, and publish a session catalog.
Turning on the Session and Speaker Module~3 minWatch Training Video
Navigating Sessions~5 minWatch Training Video
Managing Session Layout~5 minWatch Training Video
How to Manage Session Locations~5 minWatch Training Video
How to Manage Session Tracks~5 minWatch Training Video
How to Manage Speakers~4 minWatch Training Video
How to Manage Sessions~6 minWatch Training Video
How to Import & Export Sessions~4 minWatch Training Video
Managing Bulk Assignment~4 minWatch Training Video
Managing Session Reminders~4 minWatch Training Video
Managing Session Blocks~5 minWatch Training Video
Managing Session Catalog~7 minWatch Training Video
Understanding Speaker Portal~5 minWatch Training Video
Understanding Session Reviews~5 minWatch Training Video
13. Accommodation and Travel
Hotel blocks, flight data and travel questions.
How to Configure Event Accommodations~5 minWatch Training Video
How to Import Accommodations~4 minWatch Training Video
Managing Travel Questions~3 minWatch Training Video
How to Configure Travel Module~4 minWatch Training Video
How to Import Travel~2 minWatch Training Video
14. Website and Content Display
Build an event website and control who sees what.
How to Create a Website~5 minWatch Training Video
How to Create Content Blocks~3 minWatch Training Video
How to Create Display Rules~4 minWatch Training Video
15. Reporting and Budgets
Consolidation reports, account-level reports and event budgets.
How to Create a Consolidation Report~5 minWatch Training Video
How to Navigate the Account Profile Feature~3 minWatch Training Video
How to Manage Account Reports~5 minWatch Training Video
Managing Budget & Planning~5 minWatch Training Video
16. Webinars, Roles and Single Sign-On
Run a digital event, assign roles, and set up single sign-on.
How to Create & Manage an Event Webinar~4 minWatch Training Video
How to Manage and Assign Roles~3 minWatch Training Video
Attendee and Admin Single Sign-On~3 minWatch Training Video
17. Advanced Account Administration
Event display, integrations, data fields, users, templates and more.
Understanding Event Display~7 minWatch Training Video
Understanding Integration Module~4 minWatch Training Video
Understanding Display Fields~4 minWatch Training Video
Understanding Custom Profile Data Fields~4 minWatch Training Video
Understanding Tags~5 minWatch Training Video
How to Manage Accounts~4 minWatch Training Video
How to Manage Users~5 minWatch Training Video
How to Manage Templates~5 minWatch Training Video
Understanding Account Documents~3 minWatch Training Video
Understanding Account Meeting Requests~5 minWatch Training Video
How to Manage Localization~3 minWatch Training Video
Understanding Google Analytics~5 minWatch Training Video
18. Check-In and Badging (Legacy)
Onsite check-in and badge printing in Certain Platform.
Heads up: Certain Check-In and Badging is in the process of being decommissioned. You can still use it today, but we recommend moving to Certain Greet, our newer check-in and badging product.
How to Manage Certain Check-In~5 minWatch Training Video
How to Create Badges~5 minWatch Training Video
19. Working Examples
Real configurations to copy from.
Example of Content Blocks & Display Rules~3 minWatch Training Video
Example of Logic Rule Configuration~4 minWatch Training Video
Example of Custom Report Columns~2 minWatch Training Video
Example of Tokenization Reporting~3 minWatch Training Video
Example of Report Grouping~4 minWatch Training Video
That's it, you're ready to run your event.
If you get stuck, submit a request and our team will pick it up.
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