# Creating Promotional Links

### <mark style="color:red;">A) Setting Up Promotional Links</mark>

To create a promotional link, follow these steps:

{% tabs %}
{% tab title="Step 1" %}
Click on "Create Promotion Link".

<figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FsYVACRCJ8J3UWI8RfYO5%2Fimage.png?alt=media&#x26;token=972ed15c-dfdd-400e-b122-8a371dbfbe1f" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
Select the type of promotion from the available options, such as IB Promotes Trader, Trader Promotes IB, or Demo Account.\
![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F0MAnAexr27hrb1GtaZpJ%2Fimage.png?alt=media\&token=2850cb55-bee3-498f-bcd6-f4c55e93c13d)

For demo account promotional link, please refer to this section:[#b-demo-account-promotional-links](#b-demo-account-promotional-links "mention")&#x20;
{% endtab %}

{% tab title="Step 3" %}
1. Choose the domain for the promotional link.
2. Provide a name for the promotion link.\
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FY3ZL91xXEspnXYNL7yLp%2Fimage.png?alt=media\&token=c20628dd-e1af-4751-afdd-4da5db505e9a)
{% endtab %}

{% tab title="Step 4" %}
1. Select the client or client group that can use this promotional link.
   * For IB promotional links, you can select the specific IBs who will have access to the promotional link by clicking on the "Referral Tree" icon. \
     ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F7GQNf0MGC9Rg02oip319%2Fimage.png?alt=media\&token=4cab5041-8350-4659-9b31-e9d39e55bf6a)
   * This will allow you to navigate through the referral tree and choose the desired IBs to include in the promotional link's access.\
     ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fxa2i4xeO4VOC57icEELT%2Fimage.png?alt=media\&token=cad282e7-357b-49c4-b405-bf003f64a096)
2. You can also restrict certain clients from using this promotional link.\
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FzX34THkEiEJEA4I2WW1q%2Fimage.png?alt=media\&token=6d7a89c9-f668-4fd4-8a62-a496ffa13fac)
{% endtab %}

{% tab title="Step 5" %}
1. Set the default client group that new registrants will be assigned to.
2. Specify the trading platform and trading group for the client's trading account.
3. Select the account type which allows you to manage which account types are available to clients during registration.
4. Choose the owner and participants responsible for managing clients registering through this promotional link.
5. Click "Save" to create the promotional link.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FrsS6WfF4OGj6MKWkVzz4%2Fimage.png?alt=media\&token=59573328-262a-491c-9aac-faa437ee61c2)
{% endtab %}
{% endtabs %}

### <mark style="color:red;">B) Demo Account Promotional Links</mark>

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.

{% tabs %}
{% tab title="Step 1" %}
Click on "Create Promotion Link".

<figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FsYVACRCJ8J3UWI8RfYO5%2Fimage.png?alt=media&#x26;token=972ed15c-dfdd-400e-b122-8a371dbfbe1f" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1. Select "Demo Account" as the promotion link type.
2. Choose the domain for the promotional link.
3. Fill in the name of the promotion link.
4. Select the demo account account type.
5.  Click "Save" to save the configuration.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fn0pz4ZNEHXFjlFOsrm8o%2Fimage.png?alt=media&#x26;token=31097a53-01ec-42a7-9c74-831efa42e7e8" alt="" width="329"><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}
