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
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
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?
Training & Webinare
Table of Contents
Updated by Ingo
Invitation, registration and ticket, combined with virtual workshops, livestreams or a combination, in the form of a virtual conference All this can now be bundled in the Event Reception and displayed as usual, with the clear and concise MATE structure.
Meet your visitors at the Event Reception in virtual rooms and present your stage with a livestream - all on one page.
Simply connect your zoom meetings for web sessions and your live stage via livestream.
Event Reception Features
- quick & easy embedding of a livestream
Livestream of different platforms (e.g. Youtube or Vimeo) can be embedded, which support iFrame integration.
- fast & easy embedding of web sessions
In total it is possible to embed up to six different web sessions (currently zoom). These can be set up in parallel (the guest can switch between the "workshops" at will) or sequentially.
- Automatic calendar entry iCalendar
The link to the respective virtual event is automatically transferred to the guest's calendar. Provided the function has been activated in the invitation mails.
Create the Event Reception
Create a new Event reception by clicking on Create Website and choose Reception Page in the Webpage Generator of your selected event.
Now you can select a design template for the new Event Reception. The virtual features - the integration of livestreams and web sessions - can be implemented via the modules "Livestream" and "Conference".
Integration of a Livestream
In our example video we want to embed a stream (here video) from Vimeo into MATE.
Please note that the Livestream and Conference modules must be activated before you insert the desired links.
Integration of Virtual Meetings (currently Zoom)
To do this, open the "Conference" module, scroll to the Workshop area and click on the green pencil icon.
Afterwards another window opens. Now you can either select an existing meeting (for this you need the corresponding Zoom ID)
or create a new Zoom Meeting.
The link to the Event Reception page in your e-mail communication
When the automatic link is activated, the guest receives a link/button to Event Reception in the confirmation e-mail.
An Example for the Event reception Page
An example of a MATE Event Reception, including all possible modules, can be viewed here.
We appreciate your feedback on this feature!