Administrator's Guide to Setting Up Your MATE Account

General Account Settings

Creating and changing users

Roles and permissions

Visibility groups

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

Simple Filtering

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

Legal notice and privacy policy

Privacy policy and GDPR

Configuration of a printer

Print labels for name badges

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

Templates for your webpage

Registration settings

The registration form

Show and hide form fields

Enter accompanying persons

Colors and Design

Contents and modules

The Footer

The Event Reception - the feature for virtual and hybrid events

Linking/Disconnection MATE with Zoom

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

Guest Check-Out

Check-in via batch function (multiple selection)

The guest source: an indicator of success for your communication

The MATE App

The check-In of companions

The print settings

Setting up a printer setup

On-site assitance

Possible solutions for troubleshooting during the on-site check-in

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)

Youtube livestream

The HTML-Editor

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