Bonus presets
Introduction to bonuses
Bonuses offer additional financial incentives and benefits to clients actively involved in trading. They can also serve as a tool for attracting new clients, retain existing ones, or encouraging trading using specific instruments.
Note
Bonuses are supported for MetaTrader 4/5 and cTrader.
The process of awarding bonuses to clients involves two steps:
Initially, a bonus amount is added to a client trading account as credit funds. These credit funds increase the client’s trading capital, allowing the client to trade on the account with positions of larger sizes.
The ultimate goal for the client is to convert the bonus amount from credit funds to their account balance, which represents real funds that can be withdrawn from the account. To achieve this, the client must fulfill specific bonus requirements and trade the required volume within a specified period. If the client fails to meet the bonus requirements, the bonus credit is revoked from the client account.
Bonus presets
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 the automatic process of crediting bonuses to clients upon deposits using default bonus presets (for details, refer to How to automatically credit bonuses to clients upon deposits)
The following information is provided about each preset:
- ID
The identifier of a bonus preset.
- Platform
The trading platform 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 trading platform.
- 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
orExpired
), 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. 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, theTrade 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, theTrade Enabled
permission isn’t automatically restored.
See also