Creating New Referral Bonus Campaigns | CRM Back Office User Guide (Full)

Click "New Campaign".

Fill in the Campaign Name
Select the Bonus Criteria:
- New Users Complete Deposit:
  1. During the campaign period, if a client registers an account and makes a deposit, both the client and/or the uplines will receive a bonus.
  2. The target audience of this bonus criteria are traders.
  3. The purpose is to reward new clients for creating an account and depositing funds during the campaign. Uplines can also be rewarded with a bonus (set under Bonus Recipients).
- New Referrals Complete Deposit
  1. During the campaign period, if a referrer refers another client who registers an account and makes a deposit, the referrer will receive the bonus payout.
  2. The target audience of this bonus criteria are referrers and IBs.
  3. The purpose is to reward referrers for introducing new clients who open accounts and deposit funds during the campaign.
  4. You can set the number of downline levels to be included in the bonus payout. For example, if you set 1 to 3 downlines, it means the referral will receive bonus payout for any new downlines up to 3 levels who create an account and deposit funds during the campaign period.
Configure the Deposit Type:
- Currently, the only available deposit type is "Deposit Request Approval."
- This means that the bonus will only be paid out to clients who have submitted deposit requests that have been approved by you.
- Manual deposits made by you on the CRM Backoffice or MT4/5 Manager will not qualify for the bonus payout.
Select the Deposit Currency for the bonus payout.
Select the Client Group that will be eligible for participation in this bonus campaign. The bonus will only be paid out if the client/referral belongs to the selected Client Group.

Configure the Campaign Rules:

Bonus Recipient
- For "New Users Complete Deposit":
  1. New User - Bonus will be paid out to the newly registered client who has deposited funds.
  2. Uplines - Bonus will be paid out to the uplines of the new client who has deposited funds. Please specify the number of levels to determine the uplines eligible for bonus. For example, if you set 2 levels, the bonus will be paid out to the client's first two levels of uplines. Any uplines beyond the second level will not receive any bonus.
- For “Recommend New Users to Complete Deposit”:
  1. The bonus recipient will only be the referrer and will be selected by default.
Bonus Payout Method
- Trading Account Credit
- Trading Account Deposit
- CRM Wallet Deposit
Bonus Rule
- For “New Users Complete Deposit”:
  1. First Deposit - Bonus will be calculated based on the first deposit transaction made by the new client.
  2. Total Deposit - Bonus will be calculated based on the total deposits made by the new client throughout the campaign.
- For “Recommend New Users to Complete Deposit”:
  - First Deposit - Bonus will be calculated based on the first deposit transaction made by the new client.
  - Total Deposit - Bonus will be calculated based on the total deposits made by the new client throughout the campaign.
  - Number of New Users who Complete First Deposit - Bonus will be calculated based on the total number of new clients who completed their first deposit. Please set the minimum amount for the first deposit in this Bonus Rule.

Configure the Deposit Range and the respective bonus payout amount.
- Define the deposit range for which the bonus will be applicable.
- Choose whether the bonus calculation should be a fixed amount or a percentage of the deposit amount.
- For "Total Number of New Clients who Completed First Deposit" bonus calculation, only the "Fixed amount" option is available.
By default, the bonus payout frequency will be set as "End of Campaign".
Configure Campaign Time Frame
- Time Zone: Select the appropriate time zone for the campaign.
- Start Date: Specify the start date. Please note that the earliest start date allowed is tomorrow.
- End Date: Set the end date for the campaign.
Click "Save".