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  1. Back Office guide
  2. Bonuses

Bonus presets

Manage and create bonus presets with predefined settings for temporary programs, manual bonuses, and automatic bonus crediting upon deposits

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Last updated 2 days ago

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On this page, you can manage existing bonus presets and create new ones.

Bonus presets include pre-configured settings that streamline bonus configuration in the following scenarios:

  • for temporary bonus programs, eliminating the need to manually specify all bonus program settings (for details, refer to )

  • for manual bonuses when the admin awards bonuses to clients on the page (for details, refer to )

  • for the automatic process of crediting bonuses to clients upon deposits using default bonus presets (for details, refer to )

The following information is provided about each preset:

ID

The identifier of a bonus preset.


Platform

The to which a bonus preset can be applied.


Name

The name of a bonus preset.


Default

If a bonus preset is marked as Default, it’s used for automatic crediting of bonuses to clients upon deposits.

Only one default preset can be created for each .


Lifetime

The number of days within which a client must fulfill the bonus requirements. After a 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 a 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 of 100 USD on 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

The minimum duration, in seconds, for which clients must keep positions open for them to be counted towards the traded volume.


Ignored symbol groups

One or more symbol groups in which trades aren't counted towards the traded volume.

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.


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.

See also

How to create a temporary bonus program
Bonus distribution
How to manually credit bonuses to clients
How to automatically credit bonuses to clients upon deposits
trading platform
trading platform
How to create a bonus preset