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

1. 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.
2. 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.

1. Additionally, you have the option to view the performance analytics of each promotional link.

2. By clicking on the "Expand" icon, you can access detailed information regarding the link's performance.
3. This includes the number of clicks received by the promotional link and the number of accounts that were successfully registered through that specific link.
4. By clicking on "View Detail" for a promotional link, you can access additional information, including:

   • Clicks: The total number of clicks on the promotional link.

   • Pending Applications: The number of registration applications that are currently pending review by the broker.

   • Approved Applications: The number of registration applications that have been approved.

   • Rejected Applications: The number of registration applications that have been rejected.

To edit promotional links, follow these steps:

1. Locate the promotional link you wish to edit and click on the "Edit" button.
2. Make the necessary amendments or changes to the promotional link details.

3. Once you have made the desired changes, click on the "Save" button to save your edits.

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.

A) Setting Up Promotional Links

To create a promotional link, follow these steps:

B) 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 delete a promotional link, follow these steps:

1. Locate the promotional link you wish to delete and click on the "Delete" icon.
2. A confirmation popup will appear to confirm the deletion. Click on "Confirm" to proceed with the deletion.

To disable a promotional link, follow these steps:

1. Locate the promotional link you wish to disable and click on the "Disable" icon.
2. Once disabled, the promotional link will become inactive. Clients attempting to register an account via the disabled link will be notified that the promotional link is invalid, and they will be unable to proceed with the registration process.

3. If you need to re-enable the promotional link, simply click on the same "Disable" icon again.

1. After setting up the promotional links, your IBs can easily access their promotion links through the CRM Client Portal dashboard. This provides them with convenient visibility and easy management of their promotional activities.
2. When clients register a CRM account using a promotional link, the source of the client will be clearly indicated, displaying the name of the specific promotion link. This helps track and identify the effectiveness of each promotion link in attracting new clients.