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 Ingo
For many of us, events still mean a visit to a classical trade fair, a concert with a seat or a lecture followed by a snack. However, for many events you do not have to be physically present. More and more often, events are also held virtually, for example as webinars or live streams.
MATE offers you the possibility to easily integrate such virtual events into your guest management system in order to efficiently and successfully attend these events - just like your on-site events!
To integrate a webinar, stream or virtual meeting you need a public link. We have written help articles for the three most popular platforms:
How do I organize these events with MATE?
Each of the above tools uses automatically generated meeting URLs and/or meeting IDs. These URLs and IDs are the "keys" to participate in the events.
With MATE, you can quickly and easily embed these "keys" into your confirmation/ticket emails, ensuring that all potential participants receive identical, relevant information.
In the email generator there are now several ways to embed this link into your confirmation / ticket emails. These are presented in the following:
Please note that in this case it is advisable to deactivate QR Code and attached PDF tickets as well as Wallet, as these are only useful for live events.
Option A: Virtual Events module
The easiest way to include a button that refers to your webinar / stream etc. in your email confirmation is to create an email confirmation or select an existing one. In the four standard templates you will now find the module "Virtual Event" in the upper right corner. Here you can insert the link that you receive from the tools and adjust the label of the button as you wish.
Option B: Call-to-Action Button
As an alternative to the "Virtual Events" module, you can also use the previously known Call-to-Action button in the "Buttons and other elements" submenu. Here you can embed the meeting URL to automatically send this information to all participants via confirmation/ticket.
Option C: Integration as link in the continuous text
Of course, you can also include the event link in continuous text in all fields where you can include links (for example using the Rich Text Editor - see graphic below). For example in the LA LUNA template in the submenu "Logos, Texts & Images".
In the "Logos, texts & images" section of the e-mail generator, use the "Continuous text (without generated salutation)" area for this purpose.
As described in the screenshot, you can insert a free text here, mark it and embed the relevant link using the hyperlink function.