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
Adding deletion rules to automatically delete subscriber data
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
Create emails and web pages
Important information about blocked e-mail addresses - status "mailjet: preblocked
Registration Page and Virtual Event Platform
Templates for your webpage
The registration form
Show and hide form fields
Enter accompanying persons (registration form)
Modules: Texts & buttons for registration and colours & design
Contents and modules
Linking/Disconnection MATE with Zoom
Publish events on your own website with the event overview page
The all-in-one Virtual Event Platform for virtual and hybrid events
Set up & manage chat for the Virtual Event Platform
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
Updates & Training
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 article introduces the basic structure of the overview page of your events. You have the possibility to use the card layout (default start page) or switch to the list layout. In both variants, all events you have created in MATE are displayed.
The Card Layout(starting page MATE)
Your events are displayed as tiles with the most important brief information. You can sort the events according to various criteria, call up a specific event by search and create a new event. With a click on the tile, you automatically open the desired event and go directly to the event dashboard.
By selecting the "three dots", it is possible to quickly select the selected event
- unpin or pin the selected event (tile is displayed and enlarged)
- change the status of the event
- duplicate, archive or delete the event.
The List Layout
Structure of the overview
Usually, the following elements are displayed for the individual business events:
- Name of the event
- Event date (start and end)
- Status of the event (if it is a completed or future event)
- Event type (what license was used to create this business event)
- Unlabeled field with various action options
Under the last, unlabeled tab, events can be duplicated, edited or deleted.
Optionally, you can also display the external ID, the creation date and the last change of each event in the overview.
The column selection
The gear wheel (on the right side of the screen) opens a quick menu that allows you to make settings to show or hide information. In other words, you can determine which information about events (for example, event status or type) is displayed on the CMS start page. (The visibility group feature is not included in every package)
The search bar
With the search bar you can search for terms or keywords quickly and specifically within your overview page. You can also use it to quickly search for a specific event.
You can find detailed information on the search function, both on your event overview and within an event, here.
The field of Actions
Select one or more events by placing a checkmark in front of the event name to be able to edit them simultaneously by using the "Select Action" field.
Detailed information about the action field can be found here.
Create an event
Use the button 'Create event' to create a new event. After successfully creating a new event, it will also appear on your event overview page.
Further information can be found here.
The filter display
At the bottom you can see if and which filters you have currently set and how many entries were found using these filters.
You can read more explanations about the possibilities of the filter here.