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
MATE offers you the possibility to process each guest individually or a group of guests in a bundled manner. The following shows you how to view and edit guest information.
Customizing the data of a specific guest
If you want to change guest data of a specific guest within your event, simply click on the respective guest, for example on the first or last name. The guest mask opens with all information that you can customize. The mask is divided into four categories.
- Accompanying persons
- Email Log
Attributes are information about each guest, for example the name, the email address or the status.
Please note that the attributes of each individual guest are divided into 'Standard attributes' and 'Own attributes'. It is important to note that standard attributes are information that is predefined by the system (such as first and last name, email or status). All information marked with * are mandatory data that must be filled in for each guest.
Own attributes are all attributes that have been created for the business event. This means that this includes individually created attributes such as for example food requests.
For more information about creating attributes, click here.
Within the tab 'Accompanying persons' all accompanying persons of the selected guest are displayed with first and last name and e-mail address. Within this category you also have the option to create new companions.
You can read a more detailed explanation about the accompanying persons here.
Within the E-Mail Log section, all entries of the E-Mail Log of the selected guest are displayed. You also have the option of opening the E-Mail dispatch assistant, which allows you to quickly access all e-mail templates created for the event and send them to the individual guest. Furthermore, you can also access the entire e-mail log within this section, which then displays all messages of all guests, not only those of the selected individual guest.
The 'Other' section allows you to quickly view the check-ins of the selected guest or to manually perform or undo the check-ins for this guest. In addition, you can use this mask to download the guest's QR code for the check-in.
The simultaneous adjustment of information from several guests using the action field
You can use the action box to quickly change information from multiple guests at once. Please note, that the information to be changed must be the same for all marked guests, so that you can change and adjust it quickly and collectively.
You can read more information about additional options of the action field here.