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 Matija Vojvodic
The export from MATE
Using the "guest list" menu area in your MATE account, you can quickly and easily export all available guest data as excel files.
For the export, there is the possibility to make a preselection of the data to be exported. You control the preselection via the filter function. In our example video we would like to export only those guests who have made a commitment to the event.
You can read more information about the action field here.
Alternatively you can export the evaluation of your event through the Dashboard of the event.
The evaluation of your event using the key figures overview
The overview of key figures in the lower screen margin of your CMS start page of each event allows you to quickly get an overview of all feedback from your guests and can then be used for the evaluation of your event.
The following information is displayed for your event in the key figures overview:
- Total number of all guests (including accompanying persons)
- Number of invited guests (including accompanying persons)
- Number of all persons without feedback (including accompanying persons)
- Number of all confirmed guests (including accompanying persons)
- Number of all guests who have cancelled (including accompanying persons)
- The response rate (how many guests responded to the invitation to the event)
- Number of all guests checked in for the event (including accompanying persons)
- No-show-quota (how many of the returned guests have actually been at the event)
By holding your mouse over a point in the key figure overview, you can obtain further explanations of the individual sections. The individual evaluations always include all guests, including the respective accompanying persons.
Since the evaluation of the key figure overview is a dynamic evaluation, you can also display individual confirmations from a guest, a group of guests or a category.
Notes on closed or fully booked events within the key figures overview
Within the configuration of your website you have two options to close the registration to your event: Either the registration will be closed automatically at a certain time or you set a limited number of registrations. For more information about this step in the Web Page Generator, please click here.
As soon as the registration for an event is then automatically closed or all defined, available places are occupied, you can see this in the key figures overview, as the confirmations are marked red with the note "closed". This red marking indicates that no further guest confirmations for this event are possible.