Administrator's Guide to Setting Up Your MATE Account
General Account Settings
Creating and changing users
Roles and permissions
App branding & App settings
Event overview page
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
The attributes of the guest list
Registration Page and Event Reception
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
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?
How is DSGVO conformity ensured with MATE?
How can I send information automatically to the guests by e-mail?
Table of Contents
Updated by Maxi
This module allows you to create a registration form for your event, which your guests can use to register directly on the website. This form contains all web form fields that your guests should fill in on the registration page. MATE will automatically suggest the most important form fields such as first and last name, email address and the question about the accompanying person as well as the buttons for an acceptance or cancellation as a standard variant.
You can also use this overview to define general settings for the escorts of your main guests. Detailed information can be found here.
Sorting the form fields
You can easily customize the sorting of the individual form fields using drag & drop. You can change (pencil symbol) or delete (trash symbol) form fields using the pencil symbol.
Width of the form fields
For each form element you have the possibility to change the width. If you set a full width, each form field takes on an imaginary line on your web page, so that several form fields are not arranged next to each other.
With a half width, 2 fields or buttons are listed next to each other, if you decide on a 1/3 width, there are 3 fields, etc. In our example we show the salutation in 2/3 size and set the buttons to half width so that they are displayed next to each other:
Create form fields
Additional web form fields can be created quickly and easily, in addition to those already suggested by the system. Simply go to 'Add form field'.
MATE offers you various form elements that you can create and insert into your registration form:
Click on one of the links to get to the corresponding article.
Standalone Form Module
This is an optional module. You can use this section to specify whether the registration form created in Module 2 should be displayed on the Web page on its own or integrated into the Image header set later. This means that you will only need to edit this module if you plan to embed the registration form on the website on its own. In this case, an assigned header image would be displayed completely without text in the upper screen area.
To activate a standalone form, please define the following basic settings:
- Activation of the module on the website by setting a check mark
- Defining the menu name in the menu bar
This completes the editing of the optional module and you can continue with the colors and design of the registration page. You can find more information here.