Administrator's Guide to Setting Up Your MATE Account
General Account Settings
Creating and changing users
Roles and permissions
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
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
The attributes of the guest list
Registration Page and Event Reception
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
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?
How is DSGVO conformity ensured with MATE?
How can I send information automatically to the guests by e-mail?
Table of Contents
Updated by Maxi
MATE offers you different types of templates for the configuration of your e-mails:
- Save the Date
- Invitation Einladung
- Invitation reminder
- Reminder for commitments
- Free e-mail
Please note that some of these e-mail types change the status of your guest.
Save the Date
The Save the Date e-mail allows you to send general information about an upcoming event to your guests relatively freely, even before an official invitation. With the help of an iCalendar file you give your guests the possibility to save the date of the event in their digital calendars (e.g. in Outlook, GoogleCalendar, AppleCalendar etc.). Please note that some mail programs mark e-mails with attachments as spam. Save the Date e-mails do not change the status of your guests.
You use the "Invitation" type for the official invitation of your guests to the event. You can include all important event information like pictures, the date of the event, further text information as well as the buttons to accept or reject the invitation in this e-mail type.
An invitation reminder reminds your guests of an invitation that has already been sent. This is helpful if your guests have not yet accepted or declined an invitation despite a successful invitation. Please note that the status of your guests changes when invitation and invitation reminder e-mails are sent and is set to "No reply" if they do not yet have an invitation status. If an invitation code is not yet available (e.g. for the website or the wallet/passbook function), one will be generated by these two email types.
A confirmation e-mail will be sent to confirm the successful acceptance of your guests. Since the confirmation e-mail is a message that your customers will receive after they have accepted your event, you can attach a QR code and the ticket as a PDF file to this e-mail. You can also add a Wallet/Passbook or iCalender file to the e-mail via the ticket settings.
Reminders for acceptances
It is similar with reminders for acceptances. You can use these acceptance reminders to send a reminder to the guests again. You can also specify and edit other ticket settings for this type of email, such as inserting the QR code or an iCalendar file.
Activate the automatic confirmation so that the guest automatically receives the confirmation e-mail if he/she accepts the event. Please note that confirmation emails and confirmation reminders not only allow you to create ticket emails with QR codes, but that when these two types of emails are sent, the guest status is automatically changed to "Accepted" if it has not already been entered for the guests.
With this template you can, as the name suggests, create a free e-mail according to your wishes. This could be a thank you message, pictures of the event or something completely different. When sending free e-mails, the status of your guest does not change.