# Creating Promotional Links

## <mark style="color:red;">A. Setting Up Promotional Links</mark>

To create a promotional link, follow these steps:

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1. Navigate to Settings > Promotional Links.&#x20;
2. Click on "Create Promotion Link".<br>

   <figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2FqWwCBboeHnRYdjpOcJqN%2Fimage.png?alt=media&#x26;token=c961ca1a-a9e1-42dd-b3e8-df2b55eef398" alt=""><figcaption></figcaption></figure>

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{% tab title="Step 2" %}
Select the type of promotion from the available options, such as IB Promotes Trader, Trader Promotes IB, or Demo Account.

<div align="left"><figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2FERu49Lpu6cPtCNVf5ebm%2Fimage.png?alt=media&#x26;token=1b5eab3d-0c24-4a24-a82b-799e3cd63e85" alt="" width="375"><figcaption></figcaption></figure></div>

For demo account promotional link, please refer to this section: [#b-demo-account-promotional-links](#b-demo-account-promotional-links "mention")&#x20;
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{% tab title="Step 3" %}

1. Choose the domain for the promotional link.
2. Provide a name for the promotion link.<br>

   <div align="left"><figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2FkLbPOxYqEVVsDgMOundJ%2Fimage.png?alt=media&#x26;token=9254d8ad-2ca8-4ec3-a198-361a5e143c02" alt="" width="375"><figcaption></figcaption></figure></div>

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{% tab title="Step 4" %}

1. Select the client or client group that can use this promotional link.
   * For IB promotional links, you can select the specific IBs who will have access to the promotional link by clicking on the "Referral Tree" icon. <br>

     <div align="left"><figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2F7OW09vGQJKaKZqfLEofG%2Fimage.png?alt=media&#x26;token=2ba030a7-9ddd-4a97-8430-40ec197717b6" alt="" width="375"><figcaption></figcaption></figure></div>
   * This will allow you to navigate through the referral tree and choose the desired IBs to include in the promotional link's access.<br>

     <div align="left"><figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2Fqq1ceePSsaUfhPpyPF4R%2Fimage.png?alt=media&#x26;token=286113cf-027b-49a0-a34b-07afae98dd14" alt="" width="375"><figcaption></figcaption></figure></div>
2. You can also restrict certain clients from using this promotional link.<br>

   <div align="left"><figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2F4EuBqxwUEnAmVGzXVPoC%2Fimage.png?alt=media&#x26;token=48f23b2c-de90-4b64-a731-3dbaeaa8b18c" alt="" width="375"><figcaption></figcaption></figure></div>

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{% tab title="Step 5" %}

1. Set the default client group that new registrants will be assigned to.<br>
2. Specify the trading platform and trading group for the client's trading account.<br>
3. Choose the owner and participants responsible for managing clients registering through this promotional link.<br>
4. Click "Save" to create the promotional link.<br>

   <div align="left"><figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2FdqL6Y0jfiRzrkqBx3a5t%2Fimage.png?alt=media&#x26;token=cb941850-b2a9-41bb-ad4e-182bc92d56e0" alt="" width="375"><figcaption></figcaption></figure></div>

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## <mark style="color:red;">B. Demo Account Promotional Links</mark>

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.

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{% tab title="Step 1" %}

1. Navigate to Settings > Promotional Links. <br>
2. Click on "Create Promotion Link".<br>

   <figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2FiTN5dit4AGkLyx4qbhiD%2Fimage.png?alt=media&#x26;token=5ef39b4c-e25d-4f96-8949-c9412e2da24c" alt=""><figcaption></figcaption></figure>

{% endtab %}

{% tab title="Step 2" %}

1. Select "Demo Account" as the promotion link type.<br>
2. Choose the domain for the promotional link.<br>
3. Fill in the name of the promotion link.<br>
4. Select the demo account account type.<br>
5. Click "Save" to save the configuration.<br>

   <div align="left"><figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2Fzp4botpNwsLMIN9EH7FO%2Fimage.png?alt=media&#x26;token=c7c6643f-1954-4b04-b263-ca16d05a93c3" alt="" width="375"><figcaption></figcaption></figure></div>

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