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
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
MATE has added an important feature to its product. In addition to check-in, you can now check-out your guests, both in the mobile app and in your web app!
In the following we would like to show you how to use this feature.
1. Check-Out via mobile App
Following the same principles as you check in a guest manually, you can also check out a guest.
1.1 Select guest
In our example the guest has already been checked in. The "Check in" button appears in red and the "Check out" button in green.
If the guest is checked out by button, the check-out is recorded numerically and the "Check-out" button changes to red.
When you check in again, the "Check out" button changes back to green.
Theoretically it is possible to check out the guest more often than check in. If this should happen, a security prompt is interposed, where the action must be confirmed again.
2. Check-Out via web App
2.1 Open guest list
When you open the guest list for your event, the "Presence status" column appears automatically. Here you get a direct overview of whether your guests have already checked in (Present) or are still expected (Not yet here).
2.2 Select guest
In our example the guest has already been checked in and has the status "Present".
To check out a guest with the status "Present", please click on the guest or on the symbol of the editing pen.
The "Guest information" window then opens. Here, please click on the tab "Further".
With the button "Guest Check-Out" you can check out the guest and with the button "Guest Check-In" you can also check in again.
If you have "checked out" the guest, the status in the guest list automatically changes to "Checked out".
Further information about check-in and the MATE mobile app can be found here: