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 Maxi
In this article we explain how you can change the status of your events and thus manage them more easily. Furthermore, we would like to briefly show you what the individual event phases mean.
You can change the status of your event in the event settings or when sending an e-mail:
1. Event status
1.1. Draft event
When you first create new event, your event will be automatically in draft mode. In draft mode you are creating your event campaign by depending on type of your event you use some of following MATE features:
- Defining event name, date, location, duration etc.
- Creating event website
- Creating event invitation email
- Loading guest list
You should use draft mode to build your campaign and to review it before sending out invitations or making it available for public.
Website and email banner
When your event is in draft mode your event website and email will have draft banner on top of the event and you will be limited to sending your email to maximum 10 people. So if you want to send it to your email provider you can send it to yourself or to your team to review it.
Draft event widget
In your event dashboard there will be event status widget and it will indicate that your event is in draft mode, when the event starts and registration ends, and depending on your company structure you will have possibility to change event to active or to archive it.
If you don't have the rights to change event status, but your event needs to be reviewed and approved by someone else in your company, your event status widget will look like this:
1.2. Active event
After you review and put it into active, you can send out your emails to potential guests. Your email invitations and event website won't have any draft banners and you will not be limited to 10 guests.
1.3. Archived event
When your event finishes and you want to store it without actually deleting it, its best to archive it. You will still be able to access it but it wont cluster your dashboard of currently active events.
Event without subscription or credit
If you don't have a yearly licence or single credit to activate the event your event status widget will give you information about it and also you will be able to purchase single licence for the event directly clicking on "Buy a licence" button.
2. Event Phase
The event phase is based on the state of the event (Draft, Active, Archive) and the date status (time slot) of the event. The date status is calculated as follows:
DRAFT ---> event not yet active.
ARCHIVED ---> event has been completed and marked as archived
The following statuses are calculated based on the event date as follows:
PREVIOUS ---> less than 7 days until event start ---> EventPhase.UPCOMING
RUNNING ---> event running ---> EventPhase.ONGOING
CLOSED ---> event over ---> EventPhase.OVER
REGISTRATION ---> everything else => EventPhase.PUBLISHED
Display in the list view:
Display in the tile view: