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 Ingo
The MATE system allows you to manage the status of your guests' email addresses under "Email addresses". This is especially useful for the feedback and confirmation process. Here you can check whether there have been problems with the stored email addresses of your customers.
You will find access to the e-mail address administration in your account.
The Opt-In Status
Opt-in refers to the option your guests have to confirm the receipt of emails. This status allows you to see for which guests e-mail addresses are stored in the system and whether they have been validated by the respective guest.
The following four Opt-In options are available to you:
Keiner has not yet created an opt-in status for the corresponding e-mail address. With the Opt-In status, the email address has been created but has not yet been validated (pending confirmation from the guest whether e-mails may be sent to this address). The Double-Opt-In status describes that the status of the email address has been created and confirmed.
If an e-mail address is in the status Abgemeldet, this means that the associated person no longer wishes to receive emails. This status corresponds to the blocked status in the guest list. MATE recognizes this status and warns that if emails are to be sent to this e-mail address, it must first be confirmed.
The Bounce Status
If an email cannot be delivered it is a bounce. A distinction is made between soft and hard bounce.
The system distinguishes between three different bounce statuses:
If the email was delivered successfully, the system describes this as a Kein Bounce.
A soft bounce is a temporary, short-term error. This can occur, for example, if the corresponding email inbox is full for a short time or if the server is not available for a short time.
A hard bounce is a permanent error. This can be the case if the email address does not exist or no longer exists, if the server does not exist or no longer exists or if the domain does not exist or no longer exists.
Change email address
To change an email address, click on the respective address to access the following overview, which allows you to change the email address and status.
Export/import address list
You can also export the list of e-mail addresses. For example, to be able to use it as a "blacklist" for other purposes or systems. Simply click on the "Export" button and your entire list will be automatically generated as an Excel file.
It is also possible to import an existing Excel file. To do this, click on the Import button and select the desired Excel file or drag the file directly into the window. Just follow the instructions and hints, the data will be completed automatically.