Creating Promotional Links

A. Setting Up Promotional Links

To create a promotional link, follow these steps:

Step 1

1. Navigate to Settings > Promotional Links.

2. Click on "Create Promotion Link".

   

Step 2

Select the type of promotion from the available options, such as IB Promotes Trader, Trader Promotes IB, or Demo Account.

For demo account promotional link, please refer to this section: #b-demo-account-promotional-links

Step 3

1. Choose the domain for the promotional link.

2. Provide a name for the promotion link.

   

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.

     
   • This will allow you to navigate through the referral tree and choose the desired IBs to include in the promotional link's access.

     
2. You can also restrict certain clients from using this promotional link.

   

Step 5

1. Set the default client group that new registrants will be assigned to.

2. Specify the trading platform and trading group for the client's trading account.

3. Choose the owner and participants responsible for managing clients registering through this promotional link.

4. Click "Save" to create the promotional link.

   

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.

Step 1

1. Navigate to Settings > Promotional Links.

2. Click on "Create Promotion Link".

   

Step 2

1. Select "Demo Account" as the promotion link type.

2. Choose the domain for the promotional link.

3. Fill in the name of the promotion link.

4. Select the demo account account type.

5. Click "Save" to save the configuration.