Bonus presets

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

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 How to create a temporary bonus program)

• for manual bonuses when the admin awards bonuses to clients on the Bonus distribution page (for details, refer to How to manually credit bonuses to clients)

• for the automatic process of crediting bonuses to clients upon deposits (for details, refer to How to automatically credit bonuses to clients upon deposits)

General information

The following information is provided about each preset:

ID

The identifier of a bonus preset.

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Platform

The trading platform to which a bonus preset can be applied.

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Name

The name of a bonus preset.

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Priority

The priority index assigned to the bonus preset.

Multiple presets can be created for each trading platform that supports bonuses, such as MT4/5 and cTrader. The preset with lowest index, created for a specific platform, will be used for automatic crediting of bonuses to clients upon deposits.

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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.

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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.

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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.

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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.

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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.

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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.

Details

On the details page, you can modify parameters of a selected bonus preset and apply restrictions to it. To apply restrictions, click the Actions button in the upper-right page corner. The following types of restrictions can be applied to the bonus preset, either individually or in combination:

• Country restrictions — to make the preset available only to client from specific countries.

• Client type restrictions — to make the preset available only to clients of selected types, such as Corporate or Individual.

• Verification level restrictions — to make the program available only to clients with specific verification levels.

• Jurisdiction restrictions — to make the preset available only to clients under selected jurisdictions.

• Introducing broker restrictions — to make the preset available only to clients who are referrals of the specified IBs.

If a client doesn't meet the restriction criteria, the preset can't be used to credit bonuses to that client, including through the automatic process of crediting bonuses to clients upon deposits, if the preset is used for automatic bonuses.

See also

How to create a bonus preset