Referral Program Banner

In the referral program design settings, you have the option to enter the name of your referral program to entice clients to join your referral network. Additionally, you can upload a background image to attract their attention and create a visually appealing program.

1. Module Name & Background Image

To set up the module name and background image, please follow these steps:

Step 1

Click on the "Edit" button.

Step 2

1. Enter the desired module name in the respective languages.

   
2. Upload your background image. You can choose to upload separate background images for dark mode and light mode to ensure compatibility with your clients' preferred color mode.

3. Click on the "Save" button to save your changes.

   

Step 3

On the CRM Client Portal, both traders and IBs will have access to the Referral Program module, which will be displayed on the dashboard. The module name and background image that you have set up will be shown accordingly, creating a visually appealing and engaging experience for users.

2. Referral Program Overview & Details

You also have the option to provide an overview of your referral program and detailed information about the program to further elaborate on its benefits and features for your clients. This allows you to effectively communicate the value and advantages of participating in your referral program, encouraging more clients to join and actively engage in referring others.

To input the referral program overview and details, follow these steps:

Step 1

Click on the "Edit" button.

Step 2

1. Fill in the referral program overview and details in the respective languages provided.

   
2. Once you have completed the necessary information, click on the "Save" button to save your changes.

   

Step 3

1. On the CRM Client Portal, clients will have access to read the overview of the referral program.

   
2. If they are interested in learning more about the program, they can simply click on the "Learn More" button, which will direct them to view the detailed information and specifics of the referral program. This allows clients to gain a comprehensive understanding of the program and its benefits before deciding to participate.