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
As announced we are working on an improved user interface of MATE. The functionality will change only minimally with this design adaptation, but navigation will be much easier and the system will be prepared for some new functions. Our new design system, which is already reflected in our website, will also come into play here. In order to make the relearning as easy as possible for you, we will adapt the system step by step. This means that in the meantime new control elements will be mixed with old ones. These are then updated piece by piece.
In this article we want to present the individual changes and steps in detail. The changes are roughly divided into three phases:
- Customize navigation and introduce dashboards for better visibility of your event
- Adaptation of all list views to the new design
- Gradual adaptation of the various forms
We hope to complete these three steps by the end of the year.
In phase 1 we adapted the navigation and created a new overview page for your events:
The menu has moved to the left, so that you have the most important functions for quick selection. The event overview offers you the most important figures for your events at a glance. By using the "pin up" function you can sort frequently used events to the top and get even more information.
For a detailed tour you can use the "start tour" function on the bottom left.
In the event overview, the menu has also moved to the left, so that you now have direct access to all important functions concerning your guests under "Guests". Under "Communication" you will find all settings concerning your e-mails and other communication. Under "On site" you will find everything concerning the configuration on site, for example the name tag printing. Here too, you can always click on "Start Tour" to get a short guided tour.
In a further step, an event overview page is added, which brings you even closer to the most important information and actions:
In the next step we will change all list views to our new, clear and tidy design:
In the final phase, all forms will be standardized and converted to the new design:
The MATE WebApp is updated to the latest version of the framework we use (Vaadin 14). On the one hand, this means that older browsers like Internet Explorer 11 or older Chrome/Firefox versions can unfortunately - as announced - no longer be supported. On the other hand, this also means that MATE is constantly being developed and improved by consistently using modern web technologies such as WebComponents, in order to offer you the best possible product. The latest version is also optimized for mobile use, so that you can use MATE on your smartphone after the adjustments are complete.