How to automatically credit bonuses to clients upon deposits
You can automatically credit bonuses to your clients when they deposit funds to their trading accounts.
To configure the automatic process for crediting bonuses, do the following:
Navigate to System > Settings.
In the Bonuses section, specify the following settings:
Set Аutocreate from deposit to Enabled.
In the Autocreated bonus percent field, specify a percentage of a deposit amount that you want to credit as a bonus to your clients.
In the Auto Bonus Limit field, specify the maximum bonus amount that can be credited to a client’s trading account automatically. If a calculated bonus amount is greater than the specified limit, only the maximum allowed amount is credited to the account. (To learn more about this option, refer to Example 1).
In the Auto Bonus Minimum field, specify the minimum amount that clients must transfer to their trading accounts to trigger automatic bonus allocation. This amount applies to each transfer operation made on an account, and it doesn’t relate to an overall sum of deposits made by a client. (To learn more about this option, refer to Example 2).
Set the Burn if balance < 0 option to Enabled to disable a bonus program for a client’s trading account and burn bonuses once equity on the account becomes less than the account credit:
Equity < Credit.
Click Save to apply the changes.
Example 1
This example illustrates how the Auto Bonus Limit option works.
Consider that the Аutocreate from deposit option is enabled, the Auto Bonus Limit option is set to 300 USD, and the Autocreated Bonus Percent option is set to 30%.
A client transfers 100 USD to their trading account. A bonus that the client may receive is 30% of 100 USD, which is 30 USD. The amount of 30 USD is less than the specified Auto Bonus Limit (which is set to 300 USD) and consequently, the bonus of 30 USD is credited to the client.
A client transfers 1,000 USD to their trading account. A bonus that the client may receive is 30% of 1,000 USD, which is 300 USD. The amount of 300 USD is equal to the specified Auto Bonus Limit, and consequently, the bonus of 300 USD is credited to the client.
A client transfers 2,000 USD to their trading account. A bonus that the client may receive is 30% of 2,000 USD, which is 600 USD. The amount of 600 USD is greater than the specified Auto Bonus Limit, and consequently, only the bonus of 300 USD is credited to the client.
Example 2
This example illustrates how the Auto Bonus Minimum option works.
Consider that the Аutocreate from deposit option is enabled, the Auto Bonus Minimum option is set to 50 USD, and the Autocreated Bonus Percent option is set to 10%.
To enable a bonus program, clients must transfer a minimum of 51 USD to their trading accounts.
If a client transfers 51 USD (or more) to their trading account, the bonus program is enabled for this client. A bonus that this client may receive is 10% of 51 USD, which is 5.1 USD. The bonus will be credited to the client if the other requirements defined by the bonus program are met.
If a client transfers 50 USD (or less) to their trading account, the bonus program isn’t enabled for this client, since the transfer amount doesn’t meet the Auto Bonus Minimum requirement.