Fill in the Promo Code and Promo Code Name.
Select the Use Case Scenario. Currently, the only available option is Prop Trading.
Choose the Discount Method and enter the appropriate value:
Fixed Amount
Percentage
The Distribution Method is set as "Notification" by default and cannot be changed.
Set the Use Count Per Client:
Unlimited (Within Validity Period): Clients can redeem the promo code an unlimited number of times within the validity period.
Fixed Use Count: Specify the number of times the promo code can be redeemed.
Select "Allow Combined Use with Coupons":
This enables clients to stack promo codes with coupons.
Set the Validity Period:
Fixed Period: Specify the start and end dates.
Unlimited: The promo code will have no expiration.
Click Save to finalize the settings.
Once you have enabled the Promo Code, you can proceed to notify your clients. To do so, follow these steps:
Select the clients or client group you wish to notify.
Choose your preferred notification method:
Pop-Up
Your clients will be notified of the promo code via the notification method selected.
You can continue to use the "Notify" function to inform more clients or client groups as needed.
Once a Promo Code has been created, you can view or edit its settings.
Please note that after the Promo Code has been enabled, further amendments to the promo code settings will no longer be possible.
To view or edit your Promo Code, follow these steps:
You can also delete Promo Codes that are not yet enabled or have been disabled.
Please note that enabled Promo Codes cannot be deleted.
To delete a Promo Code, follow these steps:
You can maintain control by disabling Promo Codes that may have been setup incorrectly or need to be withdrawn for any reason.
To disable a Promo Code, follow these steps:
You can view the Promo Code Statistics for enabled Promo Codes by clicking the "Statistics" icon.
In the Promo Code Statistics dashboard, you will be able to view the following:
Total Redeemed: Indicates the total number of times the promo code has been redeemed. If a client has used the promo code twice, this count will show as 2.
Number of Clients: Displays the number of unique clients who have used the promo code. If a single client has redeemed the promo code multiple times, it will still count as 1.
Client List: A detailed list of clients who have received the promo code, along with the status of each promo code. Furthermore, you can click the "View" icon to see which Prop Challenge the promo code was used for.
Once a promo code is activated, any client who knows the code can redeem it.
When clients are notified about the promo code, they will receive an email or a pop-up notification, depending on the selected method.
For pop-up notifications, a message will appear on the client portal.
Clients can click "Learn More," which will redirect them to the notifications page where they can view the promo code.
To redeem the promo code, clients must enter it during the Prop Challenge checkout on the payment page and click "Apply". The discount will be applied automatically, and the client can proceed to purchase.
If clients do not redeem the promo code immediately, they can still access the notifications page to view past notifications and retrieve promo codes.
Click "Notify".
Clicking the "View" icon will allow you to review the Promo Code settings.
Clicking the "Edit" icon will enable you to modify the configuration. Once edits are made, click "Save" to apply the changes.
Click "Confirm" to proceed with the deletion.
Click "Confirm" to proceed to disable the Promo Code.
To start using the Coupons and Promo Codes function, you will need to install it via the CRM Marketplace. Follow these steps:
After the Promo Code function is installed, ensure the following permissions are enabled:
Read Coupons and Promo Codes – Grants users the ability to view coupon and promo code settings.
Update Coupons and Promo Codes – Grants users the ability to create and configure coupons and promo codes.
Once the necessary permissions are granted, you will be able to access the "Coupons and Promo Codes" tab.
Fill in your details and click "Submit".
In this section, you can create and manage coupons and promo codes to offer discounts to your clients for participating in prop trading challenges.
Coupons – Digital discount vouchers issued directly to clients, which are automatically applied to their next purchase without requiring any manual claiming.
Promo Codes – Unique codes that clients can enter at checkout to instantly apply discounts. Ideal for online promotions or referral campaigns.
This feature is designed to help you drive increased participation in prop challenges, boost client growth, and deepen engagement.
Fill in the Coupon Name.
Select the Use Case Scenario. Currently, the only available option is Prop Trading.
Choose the Discount Method and enter the appropriate value:
Fixed Amount
Percentage
Select the Distribution Method:
Promotion Links: Select the relevant promotion links. New clients registering through these links will automatically receive a coupon.
Manual Distribution: Distribute coupons manually to selected clients.
Set the Use Count Per Client:
Unlimited (Within Validity Period): Clients can redeem the coupon an unlimited number of times within the validity period.
Fixed Use Count: Specify the number of times the coupon can be redeemed.
Select "Allow Combined Use with Promo Codes":
This enables clients to stack coupons with promo codes. Note that Promo Codes is currently not available and will be introduced in a future phase.
Set the Validity Period:
Fixed Period: Specify the start and end dates.
Unlimited: The coupon will have no expiration.
Click Save to finalize the settings.
Once you have created the Coupon, the status will reflect as "Undistributed".
Locate the Coupon you wish to distribute.
Click the "Distribute" icon.
If you have chosen "Manual Distribution" as the distribution method, you will need to select the clients to whom you wish to distribute the Coupons. You can either select individual clients or distribute by Client Groups.
If the distribution method is set to "Promotion Links", there is no need to manually select clients. New signups will automatically receive the Coupons upon registering through the link.
Fill in the Coupon Pop-Up Title and Text fields.
Choose your preferred Coupon Design.
You can browse through the available designs by clicking the left or right arrows.
To select your preferred design, click the "Tick" icon.
Once the Coupons have been distributed, the distribution status will update from "Undistributed" to "Distributed."
Once a Coupon has been created, you can view or edit its settings.
Please note that after the Coupon has been distributed, further amendments to the coupon settings will no longer be possible.
To view or edit Coupon, follow these steps:
You can also delete Coupons that are undistributed.
Please note that distributed Coupons cannot be deleted.
To delete an undistributed Coupon, follow these steps:
You can maintain control by revoking coupons that may have been issued incorrectly or need to be withdrawn for any reason.
To revoke a Coupon, follow these steps:
You can view the Coupon Statistics for distributed Coupons by clicking the "Statistics" icon.
In the Coupon Statistics dashboard, you will be able to view the following:
Total Available Coupons: The number of coupons issued.
If each coupon can be redeemed multiple times, this total is calculated by multiplying the number of clients with coupons by the number of allowable redemptions per coupon.
Please note that this data is displayed only for coupons distributed manually and not for those distributed via Promotion Links.
Total Redeemed Coupons: The number of coupons that have been redeemed by clients.
Number of Clients with Coupons: The number of clients who have received the coupon.
Client List: A detailed list of clients who have received the Coupon, along with the status of each Coupon. Furthermore, you can click the "View" icon to see which Prop Challenge the Coupon was used for.
When a Coupon is distributed to clients and they log in to the Client Portal, they will receive a pop-up notification informing them of the Coupon.
By clicking "Use Now", clients will be redirected to the Prop Challenge dashboard. The Prop Challenge Fee will automatically reflect the discounted price to encourage participation.
When clients click "Start Now", they will be taken to the purchase page. If the client has multiple Coupons, they can choose which one to use or opt not to use any. After selecting a Coupon, they can proceed to complete the payment.
If there are available coupons, clients will see a red dot on the "Notifications" icon.
To view the coupons, they can click the notifications icon and navigate to the "Coupons" tab. Here, they can see all valid and invalid coupons. To use a coupon, simply click "Use Now," and they will be redirected to the prop challenge purchase page.
Click "Distribute".
Clicking the "View" icon will allow you to review the Coupon settings.
Clicking the "Edit" icon will enable you to modify the configuration. Once edits are made, click "Save" to apply the changes.
Click "Confirm" to proceed with the deletion.
Click "Confirm" to proceed to revoke the Coupon.
