Sweap set up for admins
Account setting
Administrator's guide to setting up your account
General account settings
Enable AI Feature
The event tags - creation and usage
Create guest fields for your account
Adding deletion rules to automatically delete guest data
Set up templates
User roles and permissions
Permission sets - Default user roles in Sweap
Permissions and configuration of default permission sets
User permissions and their functions in Sweap
Setting up new users
Roles and permissions
Visibility groups
API and publishing package function
Implementing the event overview page within your website
Implementing the event overview page in an IHK24 website
Use Sweap's Zapier integration
Import of distributors with EVA
Import groups and committees from EVA master data
Sweap app and devices for check-in
Set up domain and e-mail address
Getting started with Sweap - Basics
Event overview and dashboard
Basic structure of the event overview
The action field and its functions
The calendar view for your events
The event dashboard - overview
Basic functions
Create a new event
Using time zones in Sweap
Duplicate an event to use it as a template
The preview mode for creating e-mails or webpages
Using the correct image sizes
Create text with the HTML-Editor
AI feature in use in HTML editor
Use placeholders in Sweap
Customize headlines and text with HTML
Linking emails and websites in Sweap
Legal notice and privacy policy
Support and data protection at Sweap
Data tracking with Sweap
Privacy policy and GDPR
Questions about security & data protection
Sweap AI - Questions about security & data protection
Increasing security - introduction of Keycloak
Session limits - session limitation
Send your feedback about Sweap
Personal settings
Manage your user settings
Connecting Zoom to your virtual events
Multi-factor authentication with Sweap
Search and filter functions
The search function in Sweap
Using the filter function in Sweap
Last Update and Last Reply of your guests
Best practice, online webinars and updates
Create and manage contacts and guests
Create, import and export guest information
Add guests to your list
The guest import with Excel
Edit guest information and change the status manually
Export your guestlist
Create and manage contacts
Add companions
Manage attributes for guests and divisions
Postal mail invitation and QR code
Setting up and sending e-mails
Individual salutation
The guest salutation
Create guest salutation with our salutation assistent
Use your own salutation form in your e-mails
E-mail builder
The email types and their use
The different types of email templates
The Email template LA LUNA
E-mail builder: creating e-mails
Configure emails - set up an invitation email
Call to Action Button withinin emails
Create mails more efficient with using the duplicating function
Insert links for virtual events into e-mails
Insert stock photos into emails
Send a test e-mail
Font types in emails
Troubleshooting for E-Mails
Opt-In states and bounces
Reduce spam probability of e-mails
Display images correctly in my email
Delivery notification and bounces in the e-mail log
Basics for the successful delivery of e-mails
Tracking email opening rates
Important information about blocked e-mail addresses - status "mailjet: preblocked
Sending out e-mails
Registration pages & Virtual event platform pages
Registration page basics
Registration page - using the Website Builder
Registration page - using the websitze wizard
Templates for your webpage
Contents and modules of a registration page
Texts, colours and design for the registration page
Settings to close the registration page - Website Wizard
Registration options settings within the Website Wizard
Embed your own font in Sweap
CSS & Java Scripts for website customisation
Header and footer within a website
Publish events on your own website
Font types in websites
Setting up the registration form
Configuration of a registration form
Add a checkbox with URL to the registration form
Show and hide form fields
Enter accompanying persons (registration form)
Virtual Event Platform
Integrations and modules for the Virtual Event Platform
Operate and monitor events with Sweap
Table of Contents
- All Categories
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- Best Practice: Attendance documentation with MATE
Best Practice: Attendance documentation with MATE
How the IHK Würzburg-Schweinfurt opens again thanks to visitor registration.
Chambers of Commerce and offices, but also larger and smaller companies, have certainly not had an easy time of it over the past months. Their important work is very closely linked to personal contact - something that was not possible due to various regulations for the containment of the coronavirus SARS-CoV-2. Until now! The MATE visitor registration helps the IHK Würzburg-Schweinfurt to reopen its doors for visitors.
The creation of security and hygiene concepts is an important topic at the moment, not only for events of all kinds. Also for public institutions, such as chambers of commerce, very special regulations for contact with visitors must be observed. One of these regulations is the "...obligation to keep a record of attendance with information on contact tracking of guests and service recipients...". (Source: Berlin Senate Chancellery).
The institutions concerned are free to decide how they implement this documentation in practice: analogue or digital. It is advisable to use a digital solution. This has numerous - not inconsiderable - advantages:
- Datenschutz: Im Gegensatz zu einer öffentlich vorliegenden, analogen Liste, kann der Zugriff auf die digitalen Informationen kontrolliert und eingeschränkt werden.
- Datenspeicherung: Digitale Informationen können sicher abgespeichert werden, analoge Listen können verloren gehen, verlegt oder gar entwendet werden.
- Datenfilterung: Digitale Informationen lassen sich schnell und unkompliziert nach gewünschten Attributen filtern und/oder sortieren.
- Datenveröffentlichung: Die Daten können direkt und digital mit Behörden geteilt und veröffentlicht werden.
So, if an outbreak of corona can be traced back to a specific source, it is possible with just a few clicks to immediately determine who was in which areas on that day.
The IHK Würzburg-Schweinfurt has also opted for a digital solution and kindly shared its experience.
Registration form as attendance documentation
MATE's registration form can be used in many different ways, so you can easily record your visitors by simply customizing the form to serve as detailed attendance documentation.
With QR code, all visitors are thus directed directly to the registration form of the IHK Würzburg-Schweinfurt. Here, all data necessary to trace chains of infection can be stored. Thus it is always clear who is where and when.
To inform visitors about this possibility, the IHK Würzburg-Schweinfurt has created an information sheet. Documents like this can be sent to visitors or participants without any problems via the MATE communication tools. To ensure that everyone has received and read this information, the opening rates of the e-mail can be tracked.
Julia Peter
Web Administrator CMS und Design
IHK Würzburg-Schweinfurt
Bonus Feature: Live visitor tracking
With MATE you always know who is in the house or the venue at the moment. Thanks to our sophisticated check-in system*, live tracking is possible at any time. This is particularly important for controlling visitor flows and maintaining an overview.
*This feature is currently not yet used by the IHK Würzburg-Schweinfurt, but is available to all MATE customers.
Fazit
Through digital visitor management by MATE, the regulations of the federal states regarding the reception of visitors can be complied with. Visitor data is documented and can be retrieved at any time, while all data protection regulations are observed. If you are interested in our system, please contact us at any time.