Back Office Portal - Promotional Link Settings

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Last updated 3 months ago

Back Office Portal - Promotional Link Settings

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

In the Promotion Link Settings, you can create customized promotional links for your own campaigns or for your referrals and IBs to use. These links help you track the performance of each promotion by providing insights into the number of clicks and registered accounts generated through the link.

1) Setting Up Promotional Links

You can create promotional links by clicking "Create Promotional Links".

2) Demo Account Promotional Links

You can also set up demo account promotional links, which enable your leads to register for a demo account without having to create a CRM account with you. This provides a convenient way for potential clients to experience your trading platform, view your trading products and spreads before committing to a full account registration.

To share promotional links effectively, you have multiple options available:

Copy the Landing URL: You can copy the landing URL of the promotional link and share it directly with the intended parties. This can be done by pasting the URL in emails, messages, or any communication channel of your choice.
Download QR Code: You have the option to download a QR code for the promotional link. This QR code can be included in your marketing materials, such as brochures, posters, or website. Interested parties can scan the QR code using their smartphones to access the promotional link directly.