How to Setup Your Prop Broker (Full)
Prop Trading Back Office User Guide
  • How To Setup Your Prop Broker
  • 1. Branding Setup
    • Domain Settings
    • Brand Settings
    • Login Page Configuration
    • Navigation Settings
  • 2. User & Role Management
    • Role Management
    • User Management
  • 3. Client Onboarding Process
    • Registration Form
    • Onboarding Flow
    • KYC Policies
    • Client Registration Process
    • Client KYC Process
  • 4. Client Group Settings
    • Client Groups
    • Sensitive Fields
  • 5. Referral Program Settings
    • Referral Program Banner
  • 6. Deposit Settings
    • Deposit Account Settings
    • Payment Method Settings
    • Payment Gateway Icon
    • PSP Settings
  • 7. Withdrawal Settings
    • Withdrawal Account Settings
    • Withdrawal Method Settings
    • Match2Pay Withdrawal
  • 8. Trading Platform Settings
    • Synchronization with CRM
  • 9. IB Commission Settings
    • Ranks
    • Symbol Groups
    • Rule Settings
    • Fixed Commission Scheme
    • Flexible Commission Scheme
    • Commission Calculations
  • 10. Email Settings
    • Email Provider
    • Notification Templates
  • 11. Approval Settings
    • Types of Approval Methods
    • Approval Method Settings
    • Multi-Level Approval
  • 12. Promotional Link Settings
    • Creating Promotional Links
    • Sharing Promotional Links
    • Viewing Performance Analytics of Promotional Links
    • Application of Promotional Links
  • 13. Prop Trading Settings
    • Marketplace Installation & Permission Settings
    • Prop Challenge Structure
    • Prop Challenge Menus
    • Prop Challenge Dashboard
    • Viewing Prop Challenges
    • Setting Up Prop Challenges
    • Editing Prop Challenge Settings
    • Deleting Prop Challenges
    • Participants
    • Challenge Statistics
    • Profit Sharing
    • Participating in Prop Challenges
    • Prop Trading Challenges
  • 14. Coupons & Promo Codes
    • Marketplace Installation & Permission Settings
    • Coupons
    • Promo Codes
  • 15. Go Live
  • 16. Other Functionalities
Powered by GitBook
On this page
  1. 14. Coupons & Promo Codes

Marketplace Installation & Permission Settings

Previous14. Coupons & Promo CodesNextCoupons

Last updated 4 months ago

To start using the Coupons and Promo Codes function, you will need to install it via the CRM Marketplace. Follow these steps:

1

CRM Marketplace

  1. Navigate to the CRM Marketplace.

  2. Locate "Coupons and Promo Codes" and click onto it.

  3. You will be redirected to the details page.

2

Contact Us For Installation

  1. Click "Contact us for installation".

  2. Fill in your details and click "Submit".

  3. Upon receiving the request, your dedicated account manager will install the module for you.

3

Permission Settings

  1. After the Promo Code function is installed, ensure the following permissions are enabled:

    • Read Coupons and Promo Codes – Grants users the ability to view coupon and promo code settings.

    • Update Coupons and Promo Codes – Grants users the ability to create and configure coupons and promo codes.

  2. Once the necessary permissions are granted, you will be able to access the "Coupons and Promo Codes" tab.