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.
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:
Platform Trading Commission-Based IB Payout Model
In this new release, you can now establish commission based IB payouts for both Fixed and Flexible Commission Schemes.
1) Fixed Commission Scheme
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".
2) Flexible Commission Scheme
To setup commission based IB payout for Flexible Commission Scheme, follow these steps:
Navigate to Settings > Commission > Rule Settings > Flexible Rule Setting.
3) Application of Commission Scheme
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.
4) IB Commission Report
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.
System Pop-Up Notifications to Clients
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.
1) List of Pop-Up Notifications
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.
2) Notification Template Settings
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.
Click "Confirm" to save your changes.
3) Customize Pop-Up Notification Templates
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.
4) Preview Pop-Up Notifications
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.
5) Disable Pop-Up Notifications
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.
6) Sending Pop-Up Notifications
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.
