Bonus distribution
Monitor, manage, and manually credit client bonuses, track bonus statuses, and view detailed bonus and related transaction history
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Monitor, manage, and manually credit client bonuses, track bonus statuses, and view detailed bonus and related transaction history
Last updated
Was this helpful?
On this page, you can view a full list of bonuses credited to clients, monitor bonus statuses, and manually credit bonuses to clients as needed. For details of the process of awarding bonuses to clients, refer to .
The following information is provided about each bonus:
ID
The bonus identifier.
Client ID
The client identifier.
Client name
The client’s name.
Client email
The client’s email address.
Tags
The tags assigned to a client, which are used to sort the client list displayed to .
Account
The number of a trading account to which a bonus is credited.
Amount
The bonus amount.
Bonus name
The bonus name, displayed to a client in the B2CORE UI.
For manually credited bonuses, if the Bonus name field is empty, the name of the platform associated with the account receiving a bonus will be displayed to the client in the B2CORE UI.
State
The bonus status:
Queued — a bonus was awarded to a client trading account, but hasn’t yet been added to the account as credit.
Pending — a bonus was added to a client trading account as credit, and the required volume that must be traded by the client was calculated.
Processing — a bonus is currently being processed for burning.
Completed — bonus requirements were successfully met, indicating that the required volume was achieved by the client within the specified number of days, and the bonus credit has been received on the account balance.
On completing — the bonus credit is being added to the account balance.
Expired — bonus requirements weren’t met, resulting in the bonus credit being revoked from the account.
Error — an error occurred while processing a bonus.
Created at
The date and time when a bonus was credited to a client trading account.
The details page is divided into two tabs:
On the details tab, you can view the bonus setting and requirements that a client must meet to receive a bonus credit on their account balance.
Additionally, you can reactivate bonuses that have the Expired status and revoke bonuses with the Pending status. To do this, click the Actions button in the upper-right page corner and select the appropriate option in the dropdown.
The following information is provided on the tab:
Created at
The date and time when a bonus was credited to a client trading account.
Amount
The bonus amount.
State
The bonus status.
Volume closed
The volume of closed positions counted towards the required volume that a client must achieve to receive a bonus credit on their account balance.
Temporary Bonus Applicable for temporary bonuses only
The name of a temporary bonus program from which a bonus was claimed.
Activated at
The date and time when a bonus amount was added to a client trading account as credit.
Client
The client’s email address.
Account
The number of a trading account to which a bonus was credited.
Fictive Volume
This field is used for reactivation of the expired bonus.
Caption
The bonus name, displayed to a client in the B2CORE UI.
If this field is empty:
For temporary bonuses, the name of a temporary bonus program from which a bonus was claimed will be displayed to the client in the B2CORE UI.
For manually credited bonuses, the name of the platform associated with the account receiving a bonus will be displayed to the client in the B2CORE UI.
Lifetime (days)
The number of days to fulfill the bonus requirements. After the bonus amount is added to a client trading account as credit, the client must trade the required volume within the specified number of days to receive the bonus credit on the account balance.
Lot per unit
The ratio applied to the bonus amount to determine the volume that must be traded by a client to receive the bonus credit on their account balance:
Required volume = Bonus amount / Lot per unit
Suppose that the bonus amount is 100 USD and the Lot per unit option is set to 2. In order to receive the bonus credit of 100 USD to their account balance, a client must trade the following volume:
100 / 2 = 50 lots.
Set credit immediately
If Enabled, when a client claims bonuses from multiple programs at a time using the same trading account, all claimed bonuses are immediately added to their account as credit, enabling the client to use credit funds for trading.
If Disabled, when a client claims bonuses from multiple programs at a time using the same trading account, the claimed bonuses are added to their account one after another. Only after the first claimed bonus is processed and assigned the final status (Completed or Expired), the second claimed bonus is added to the client trading account as credit, and so on.
Ignored open/close interval (sec)
The minimum duration, in seconds, for which a client must keep a position open for it to be counted towards the traded volume of the bonus program.
Autoenable trading if balance > 0
When the account balance changes from zero or negative to positive, the permission named Trade Enabled is either automatically restored for the account or not, depending on this setting:
If Enabled, when the account balance becomes positive, the Trade Enabled permission is automatically restored, enabling the client to resume trading on their account, including the use of the bonus credit.
If Disabled, when the account balance becomes positive, the Trade Enabled permission isn’t automatically restored.
Ignored symbol groups
One or more symbol groups in which trades aren't counted towards the traded volume of the bonus program.
For cTrader, individual symbols must be selected in this field instead of symbol groups, even though symbol groups are available on the cTrader platform.
This field is optional and can be empty.
On the transactions tab, you can view the history of transactions related to crediting or deducting a specific bonus on the client's trading account, check their statuses, and retry failed transactions if necessary.
The following information is provided on the tab:
Operation ID
The identifier assigned to the bonus transaction.
Oder ID
The identifier of the order associated with the bonus transaction, if applicable.
Amount
The bonus amount.
Status
The transaction status:
New — the transaction has been initiated.
In progress — the transaction is being processed.
The New and In progress statuses are intermediate and appear only for a very brief moment.
Success — the transaction was successfully executed.
Error — the transaction failed due to an issue.
Num of attempts
The number of attempts made to execute the transaction.
Last attempt date
The date and time of the most recent attempt to process the transaction.
Comment
A description identifying the transaction:
Credit accrued — the bonus amount is added to the client’s trading account as credit.
Credit cleared — the credited bonus is deducted from the account once the bonus requirements have been met. This occurs just before adding the bonus amount to the account balance.
Balance accrued — the credited bonus is added to the account balance after the bonus requirements have been met.
Credit expired — the credited bonus has expired and is deducted from the account.
Bonus cancelled — the credited bonus is revoked when funds are withdrawn from the account.
Error message
For transactions with the Error status, this field displays details about the error.
Creation date
The date and time when the transaction was initiated.
See also
For temporary bonuses, the default name is the name of a temporary bonus program from which a bonus was claimed. To display a different name in the B2CORE UI, enter the desired name in the Caption field within the .
To view bonus details, click (View).
If any transaction related to crediting or deducting a specific bonus on the client's trading account fails, the respective bonus row is highlighted, and the exclamation icon appears next to the View button. You can view the bonus transaction history on the in the bonus details.
For failed transactions with the Error status, (Retry) is displayed. Click the button to attempt processing the transaction again.
The Retry button is available only to the Back Office users who are assigned the to Retry bonus operation. If you don't have this permission, the button will be hidden.
To update the transaction information displayed on the tab, click (Refresh) displayed in the upper-right corner.
