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
Create emails and web pages
Important information about blocked e-mail addresses - status "mailjet: preblocked
Registration Page and Virtual Event Platform
Templates for your webpage
The registration form
Show and hide form fields
Enter accompanying persons (registration form)
Modules: Texts & buttons for registration and colours & design
Contents and modules
Linking/Disconnection MATE with Zoom
Publish events on your own website with the event overview page
The all-in-one Virtual Event Platform for virtual and hybrid events
Set up & manage chat for the Virtual Event Platform
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
Updates & Training
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
Texts & Buttons for registration
With the help of this template you can define all important information for the registration of your guests. The following information is requested:
- Note text for code entry.
- Placeholder name of the code entry field
- Name of the button for code confirmation
- Note if code is unknown
You can set a notification in the following situations of a guest registration:
- For a commitment. At this point you can, for example, insert a short sentence that confirms the acceptance.
- When a guest cancels for an event.
- If a guest wants to register after the registration has already been closed - provided that you have not set a date in the "Registration Settings" module in the Web Page Generator under "Registration closes on".
Titel & Corporate Design
Here you can upload your logos, define your CI colours and set the tab name (of the website) in the browser.
Internal page name and created name in the browser tab
Here you can enter a name for the tab in the browser.
Logos and links
Here you can upload up to 3 logos and link them to a website (e.g. the landing page of the cooperation partner), if required.
Here you can define the corporate design of your website. You define the colour of the links, buttons, but also the programme items and individual other design elements via the main colour.
The colour of the menu bar can also be adjusted here. You can decide whether you want to choose your own background colour. Furthermore, you can determine the font and selection colour of the menu bar. The selection colour is the colour that appears when the individual menu item within the bar is touched with the mouse or when this section of the website is currently open.
In the following modules, you can fill the website with content and integrate links to social media. You can find more information here.