Administrator's Guide to Setting Up Your MATE Account
General Account Settings
Creating and changing users
Roles and permissions
App branding & App settings
The event tags
Event overview page
Create and edit customised templates for email & websites
Configuration of a printer
Print labels for name badges
Quickstart - Create your MATE Complete event quickly
Event status – Draft, Active and Archived Events
The event overview
The field of action
The preview for creating e-mails or web pages
Using the correct image sizes
The search function
Email and Domain Setup
Create a new email address as sender in the account settings
Creation of a new webpage domain
Managing email addresses
Creating multiple sender email addresses and website domains
Service hours, Data Protection and IT Security
Create Events and Guests
Create a new event
Create and edit attributes
Default attribute values
Create guests manually
The Guest import with Excel
Create guest categories (segmentation)
Insert links for virtual meetings into e-mails (module: virtual event)
The email types
The Email template LA LUNA
The email templates
Creating an invitation email using the template Modern
The Guest salutation
The Wallet-/ Passbook ticket
The salutation assistent
Use your own form of address
The Email Log
Basics for the successful delivery of e-mails
Send a test e-mail
Root attributes in the guest list
Registration Page and Virtual Event Platform
Templates for your webpage
The registration form
Show and hide form fields
Enter accompanying persons
Colors and Design
Contents and modules
The Event Reception - the feature for virtual and hybrid events
Linking/Disconnection MATE with Zoom
Publish events on your own website with the event overview page
Invitation and Event Management
The invitation- and ticket code
Sending emails (email dispatch wizard)
The Dashboard for your event
Postponing/ Cancelling of events
The confirmation status of your guests
Evaluate and export the KPI´s of your event
Edit guest information and change the status manually
Create and change accompanying persons with the guest
Individual limitation of accompanying persons
The timely filtering of acceptances and declines
Tracking of email opening rates
Check-in via batch function (multiple selection)
The guest source: an indicator of success for your communication
On site / The Check-In App
The MATE App
The check-In of companions
The print settings
Setting up a printer setup
Possible solutions for troubleshooting during the on-site check-in
Tips & Tricks
The use of placeholders outside the HTML-Editor
CSS & Java Scripts for website customisation
The reduction of the spam probability of my emails
Pictures from my email are not displayed (correctly)
Customize headlines and text with HTML
Duplicate event and use as template
Duplicating e-mails and save time
Insert stock photos into emails
Create E-mail invitation for a series of events
Best Practice: Attendance documentation with MATE
MATE 2.0 Roadmap
How can I filter acceptances and declines by time?
How can I postpone an event?
How can I cancel an event?
How can I change the user language?
How can I sign up for the MATE Newsletter?
How can I give feedback on MATE?
Which products (licenses) can I purchase?
Email configuration and sending
How do I create a new email address as sender in my account?
How can I create multiple sender email addresses and website domains within one account?
Why do my emails not reach the customer?
How can I reduce the spam probability of my emails?
Why are pictures from my email not (correctly) displayed?
Why can I not save my changes to the website?
How can form fields be shown and hidden (checkbox, dropdown, radio button)?
How can I edit the display of the date in the countdown (website)?
How can I edit the color settings of the countdown?
How do I set up a new website domain?
MATE Setup and Check-In
How do I put a setup into operation?
Which printers can I use at check-in?
How can I undo a Check-In?
Data protection and security
Why do I have to include my imprint and privacy statement on MATE's emails and websites?
Questions about security & data protection
How is DSGVO conformity ensured with MATE?
How can I send information automatically to the guests by e-mail?
Updates & Training
Table of Contents
Updated by Ingo
MATE offers the possibility to use your own corporate design in the app. This allows you to quickly and individually adapt the design of MATE's Check-In App for guest accreditation. Please note that this is an additional product. If you are interested, please contact us at firstname.lastname@example.org.
App branding in your account for all events
Generally valid corporate design adjustments of your app, which are then valid for all your events, can be made directly on your CMS start page after activation of this additional product.
To do this, go to Account Settings and then open the App Configuration section.
you can adjust the following settings:
- Action color (color of action fields such as "Search", "Open", "Camera")
- Background color (background color in the app)
- Warning (displaying warnings, such as a check-in too much on a particular guest)
- Logo image URL (you can insert your own logo into the app, which will then be displayed in the lower right corner of the screen)
If you activate this mode you can personalise your app branding even more. Most color codes are already filled in automatically by the system. These are color codes that match the action and background color selected from the general settings.
additional options (including direct Check-in)
- Checking in a guest directly during the QR code scan
If this function is disabled (basic setting), the guest is identified by scanning and displayed in the app. Check-in must then be performed manually.
- Prevent overcheck-in
Guests who have already checked in cannot be checked in again.
- Sound during ticket scan
- Sound at check-in
- Check-In required Category
- Warning when leaving an event
- Automatic Logout
additional design settings
- Fonts (Standard, Standard Italic, Standard Bold, Standard Bold Italic)
- Action color Highlight (search, open, camera...)
- Color of the dividing lines
- Colors of the navigation bar (font/icon color highlight, font/icon color, background color)
- Button colors (Standard Button, Green Button, Red Button, Next Button)