Learn about all the details of all our recent CRM updates here.
Released Date - 16 January 2024
In this update, we’re thrilled to introduce an extension to our IB commission payout module. Now, alongside volume, spread, and profit-based payouts, you can reward your IBs based on commissions configured on your trading platform. Any commissions charged within your MT4, MT5, cTrader, Sirix and ZeroX are synchronized in real-time with the CRM, allowing you to distribute a percentage of these trading platform commissions directly to your IBs. This robust feature not only provides the flexibility to transform a direct platform commission into a multi-tiered reward system, but also ignites synergies for growth and collaboration within your IB network.
Additionally, system popup notifications are now extended to your clients as well! Your clients no longer need to sift through emails for updates. The enhanced notification function sends automatic pop-up notifications within the CRM, promptly informing clients about request updates such as approvals or rejections. Stay connected and streamline client interactions effortlessly.
Platform Trading Commission-Based IB Payout Model
Simple and Direct Configuration: This innovative model allows you to extract the pre-set trading platform commissions and further customize it to be distributed by percentages across multiple levels, allowing brokers a straightforward approach to creating an effective IB reward structure.
Real-Time Synchronization of Trading Commissions: The commissions configured on your trading platforms—MT4, MT5, cTrader, Sirix, and ZeroX—are now synchronized in real time with the CRM. This facilitates prompt payout distribution to your IBs based on the percentage of trading platform commissions you have set.
Enhanced Reporting: Reports have been further refined with added commission details, providing a clear overview of charged commissions and the corresponding amounts paid to IBs. This optimization simplifies tracking and enhances transparency in your financial transactions.
System Pop-Up Notifications to Clients
Enhanced Convenience: Elevate the client experience with unparalleled convenience. Your clients no longer have to sift through emails; they can receive updates directly from the CRM, ensuring prompt and hassle-free communication.
Customizable Templates: Tailor pop-up notifications to your preferences. Enjoy the flexibility of customizable pop-up templates, aligning notifications with your corporate branding for a cohesive client engagement.
Smart Language Preferences: Experience intuitive and seamless communication as the CRM intelligently sends notifications in your client's preferred default language. Stay connected effortlessly with language preferences that prioritize your client's experience.
In this new release, you can now establish commission based IB payouts for both Fixed and Flexible Commission Schemes.
To setup commission based IB payout for Fixed Commission Scheme, follow these steps:
Navigate to Settings > Commission > Rule Settings > Fixed Rule Setting.
Click "Add Commission Scheme".
Fill in the Scheme Name.
Select the Rank Structure.
Click "Create and Configure".
Click the "Edit" icon.
Click "Add Symbol Group".
Select the Symbol Group and click "Confirm".
Select the following:
Commission Structure: Rank or Level
Commission Type: Trading Platform Commission Percentage
Groups
Rebate Currency: Trading Account Base Currency or USD
Fill in the percentage amount.
Click the "Save" icon.
To setup commission based IB payout for Flexible Commission Scheme, follow these steps:
Navigate to Settings > Commission > Rule Settings > Flexible Rule Setting.
Click "Add Rule".
Fill in Rule Name.
Select the following:
Groups
Symbol Groups
Commission Mode: Trading Platform Commission Percentage
Commission Unit
Fill in Max Rebate Amount (if any).
Select Rebate Currency: Trading Account Base Currency or USD
Select "Contains your own account by default" if required.
Click "Create".
To apply the commission scheme to your IBs, follow these steps:
Navigate to the "Clients" tab.
Locate your highest upline IB and click the "View" icon.
Navigate to "Commissions" tab.
Click "Add Commission Scheme" or "Change Commission Scheme".
Select your newly configured commission-based payout and click "Save".
The IB and their downlines will now be paid according to this new IB commission scheme.
You can view the trading commission details and corresponding IB payouts in the commission report. This applies to both the Fixed Commission Report and the Flexible Commission Report.
To view the report, follow these steps:
Navigate to Reports > CRM Reports > Fixed or Flexible Commissions.
IB payout records are visible in this section.
To view trading commissions charged, click "..." and then select "Field Display Settings."
Choose "Commissions" to display under "Displayed Fields" and click "Confirm."
You can now see the trading commissions charged and the respective IB commissions paid out to the referrals.
You can now configure system pop-up notifications for your clients and keep them promptly informed about their request statuses. This eliminates the need for them to search through emails, streamlining communication and enhancing client experience.
Effortlessly manage and access pop-up notifications by navigating to Settings > Notification Settings > Notification Templates.
Notifications are conveniently categorized into two types: Email Templates and Pop-Up Templates. You can toggle between these categories effortlessly using the top menu.
Under Pop-Up Notifications, they are further divided into "To Client" and "To Admin," providing easy filtering options. Switch between these categories seamlessly using the top menu as well.
Configure the following notification settings by clicking on the "Settings" icon. Do note that the settings configured here will apply to Email Templates as well.
You will be able to configure the following:
Sending Language:
This determines the language of the pop-up notification sent to your client.
Choose the default language or select "System default configuration." With the system default configuration, the CRM detects your client's language preference and automatically sends the pop-up notification in their preferred language.
Time Zone:
This setting relates to the time zone of the pop-up notification.
The timestamp of the notifications will be recorded in this time zone.
Click "Confirm" to save your changes.
To customize your pop-up notifications, follow these steps:
Locate the pop-up notification template you wish to modify and click the "Edit" icon.
You will need to configure the template for the languages offered on the Client Portal. Toggle between languages via the top menu here.
You will be able to amend both the subject and body of the pop-up notification.
You can edit the body of the template in several ways:
Simple Method - Input Text: Directly edit the default template in the body.
Simple Method - HTML Code: Click onto this icon to edit in HTML.
Advanced Method - AI Editor: Utilize the CRM AI Editor (install via CRM marketplace).
Each template includes support parameters to ensure correct codes to retrieve client-specific information (e.g. trading account number, password, server name, etc.)
To reset the template to its default, click "Reset".
Click "Save" to apply and save your changes.
You can easily preview pop-up notifications to visualize how they will appear to your clients:
Locate the desired pop-up and click the "Preview" icon.
The pop-up will be displayed on the bottom right of the CRM.
For more details, click on "Learn More" to view the full information.
The full details of the pop-up notification will be displayed.
You also have the option to disable pop-up notifications for your clients. This means that the pop-up notification will not be sent to the client, even if the event has been triggered. To disable, follow these steps:
Locate the pop-up notification to disable and click the "Disable" icon.
A pop-up message will appear, asking you to confirm your action.
Click "Yes" to proceed and disable the pop-up notification.
To enable the pop-up notification, click onto the "Enable" icon.
Whenever you review your client's requests or take action on their account, you can choose to "Send Popup Notification".
Your client will then receive and view the pop-up notification directly from the client portal. They can click "Learn More" to view the full notification.
The client will be redirected to the Notifications page, with the full details of the pop-up notification.
