General Account Settings
Creating and changing users
Roles and permissions
App branding in your Corporate Identity
Event overview page
Quickstart - Create your MATE Complete event quickly
Event status – Draft, Active and Archived Events
The field of action
The event overview
Using the correct image sizes
The search function
Email and Domain Setup
Managing email addresses
Creation of a new webpage domain
Creating multiple sender email addresses and website domains
Create a new email address as sender in the account settings
Data Protection and IT Security
Create Events and Guests
Organize Virtual Events
Create a new event
Create and edit attributes
Default attribute values
Create guests manually
The Guest import with Excel
Create guest categories (segmentation)
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 form field
The intermediate text
Create a Button linked to a website or document
Show and hide form fields
Enter accompanying persons
Colors and Design
Contents and modules
Name and create a webpage
The Event Reception - the feature for virtual and hybrid events
Linking the MATE Event Reception 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
The guest source: an indicator of success for your communication
On site / The Check-In App
The MATE App
App configuration (Corporate Design)
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 reduction of the spam probability of my emails
Pictures from my email are not displayed (correctly)
HTML-Editor and the token function
Customize headlines and text with HTML
Duplicate event and use as template
Duplicating e-mails and save time
Insert stock photos into emails
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
Table of Contents
Updated by Maxi
Using the action field, you can quickly and easily perform the most important actions in MATE for one or more selected guests or even for entire events.
The action box within an event
Within a specific event, you mark guests by placing a check mark in front of their first name. All selected persons are highlighted in green.
Now you can open the action field and select the desired action:
You are offered the following actions within a business event:
- Export guest data
- Delete guests
- Edit guests
- Open the email sending wizard
- Generate invitation/ticket codes
- Printing labels (BETA)
For more detailed explanations on how to edit individual guests and how to quickly edit multiple guests simultaneously using the action box, click here.
The action field on the CMS start page
The action field is not only available within an event, but also in your CMS start page with an overview of all your events. Here you can:
- Delete events
- Duplicate events
- Edit Visibility Groups
- Download statistics
- Archive events
The procedure for marking or similar is identical to the procedure for the action field within a business event.