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
Adding deletion rules to automatically delete subscriber data
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
Create emails and web pages
Important information about blocked e-mail addresses - status "mailjet: preblocked
Registration Page and Virtual Event Platform
Templates for your webpage
The registration form
Show and hide form fields
Enter accompanying persons (registration form)
Modules: Texts & buttons for registration and colours & design
Contents and modules
Linking/Disconnection MATE with Zoom
Publish events on your own website with the event overview page
The all-in-one Virtual Event Platform for virtual and hybrid events
Set up & manage chat for the Virtual Event Platform
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
Updates & Training
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?
How is DSGVO conformity ensured with MATE?
How can I send information automatically to the guests by e-mail?
Table of Contents
Updated by Ingo
With the auto-delete rules function, you can control when and which guest data of your event(s) should be automatically deleted.
Advantage: By deleting specific data, you do not have to delete the entire event. You can still access selected data and statistics of the respective events. Furthermore, you can determine at which point in time (depending on the start or end date of the event) the automatic deletion should take place.
1. create an auto-deletion rule
To do this, go to the Account Dashboard and select Account Settings --> Auto Delete Rules from the menu. to define and create a rule.
Excluded standard attributes:
Here you can define which data (standard attributes) should be excluded from deletion.
Here you can specify which data (beyond the standard attributes) should be excluded from deletion.
Retention period starts from:
Should the start or end date of the event be used as the basis for calculating the deletion date?
Duration of retention period (in days):
How many days before/after the start or end date should the data be deleted?
After you have created a rule, you can use the "Default rule" button to set a rule as the default.
Once you have created a rule, you can set it as the default rule.
2. assign the rule(s) to an event
After you have created at least one rule, you can assign it for use in the events.
If a rule has been set as the default rule in advance, it is automatically pre-filled here.
If an alternative rule is to be selected for the event, the user needs the following role right:
You can view or change the selected deletion rule here:
Event menu --> Settings --> Auto delete rule