Learn about all the details of all our recent CRM updates here.
Last updated
Released Date - 18 July 2024
This update introduces several key optimizations to your CRM. You can now configure which client groups can access specific trading servers, streamlining account openings across different servers. Plus, promotional links can now be paired with specific account types, ensuring a more targeted and tailored registration experience for your clients.
We’ve also introduced a new set of advanced settings to define which user types are authorized to refer clients, enhancing management of referral networks. Lastly, MT4 and MT5 reports have been improved to include the "reason" for each order, providing a comprehensive overview of the trade source—whether it’s from a client, dealer, or Expert Advisor.
Read on to discover more about these exciting enhancements!
Trading Server Access Management: Configure access for different client groups to specific trading servers, enabling efficient management, assignment and where applicable, segregation of account openings across multiple servers.
Account Type Assignment to Promotional Links: Designate specific account types to promotional links, managing which options are available to clients during registration. This facilitates easy differentiation of marketing campaigns across various regions.
Referral Authorization for User Types: Specify which user types (such as traders, IBs, or admins) are permitted to refer clients, thereby enhancing oversight of your referral networks and ensuring that selected referrals are strategically aligned with your business objectives.
Enhanced MT4/5 Report Insights: Access detailed trade "reasons" in MT4/5 reports, allowing for a clearer understanding of trade sources, improved filtering of data, and improved report analytics.
You can now configure access for different client groups to specific trading servers, enabling efficient management, assignment and where applicable, segregation of account openings across multiple servers.
To configure trading server access, follow these steps:
Navigate to Settings >Trading Platform Settings.
Click the "..." icon and select "Edit".
When setting up account types, only the assigned client groups will be displayed when you click on the trading server.
When submitting an account creation request, clients will only see the trading servers they have access to and the account types you have configured respectively.
You can now designate specific account types to promotional links, managing which options are available to clients during registration. This facilitates easy differentiation of marketing campaigns across various regions.
To assign Account Types to promotional links, follow these steps:
Navigate to Settings > Promotional Link Settings.
Click "Create Promotion Link" or "Edit" icon.
During the multi-step registration process, when a client uses the promotional link, the account type will be pre-set and fixed according to the configuration. The client will not have the option to select a different account type.
You have the ability to specify which user types (such as traders, IBs, or admins) are permitted to refer clients, thereby enhancing oversight of your referral networks and ensuring that selected referrals are strategically aligned with your business objectives.
To setup referral authorization for user types, follow these steps:
Navigate to Settings > Login/Registration Settings.
Go to "Login/Registration Method" tab.
Click "Edit" icon.
When the Trader or IB user types are not permitted to refer clients, they will not have access to any promotional links in the CRM Client Portal.
If a user type that is not authorized to refer provides their referral code to a potential client, an error will occur stating that the "Referral Code is invalid." The referral code will then be cleared, allowing the client to continue registering their account.
You can now access detailed trade "reasons" in MT4/5 reports, allowing for a clearer understanding of trade sources, improved filtering of data, and improved report analytics.
