# How to automatically credit bonuses to clients upon deposits

You can automatically credit bonuses to your clients for depositing funds to their trading accounts. In this case, the bonus amount is calculated as a percentage of the deposited amount. For details of the process of awarding bonuses to clients, refer to [Introduction to bonuses](https://docs.b2core.b2broker.com/back-office-guide/bonuses#introduction-to-bonuses).

To configure the automatic process of crediting bonuses upon deposits:

* Configure settings for automatic bonus crediting on the **System** > **Settings** page (proceed to the steps listed below).
* Create a bonus preset for each [trading platform](https://docs.b2core.b2broker.com/back-office-guide/products/platforms) where you want bonuses to be automatically credited upon deposits. The preset created for a specific platform must have the **lowest** priority index to be used for automatic bonuses (for details, refer to [How to create a bonus preset](https://docs.b2core.b2broker.com/how-to-articles/manage-bonuses/how-to-create-a-bonus-preset)).

{% hint style="info" %}
If there is no preset for a specific trading platform, automatic bonuses won't be credited to client trading accounts on that platform.

If any [restrictions](https://docs.b2core.b2broker.com/how-to-articles/how-to-create-a-bonus-preset#how-to-restrict-the-use-of-a-bonus-preset) are applied to the preset used for automatic bonuses, they will be credited only to the clients who satisfy the restriction criteria.
{% endhint %}

To configure settings for automatic bonus crediting upon deposits:

{% stepper %}
{% step %}
Navigate to **System** > **Settings**.
{% endstep %}

{% step %}
In the **Bonuses** section, specify the following settings:

* Set **Autocreate from deposit** to **Enabled**.
* In the **Autocreated bonus percent** field, enter the percentage of a deposit amount, which 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 trading account automatically. If the calculated bonus amount exceeds this limit, only the maximum allowed amount will be credited.
* In the **Auto Bonus Minimum** field, specify the minimum amount that clients must deposit or transfer to their trading accounts to trigger automatic bonus crediting for each operation. This minimum amount isn’t related to the total sum of deposits made by a client.
* In the **Enable "Burn if Equity < Credit"** dropdown, select the platforms on which you want to enable the burning of a bonus credit if the account equity falls below the credited bonus amount.

{% hint style="info" %}
This option can be enabled for MT4/5 and isn't supported for cTrader.
{% endhint %}

* Set the **Burn on Withdrawal** option to **Enabled** to burn the bonus credit when a client withdraws funds from their trading account.
  {% endstep %}

{% step %}
Click **Save** to apply the changes.
{% endstep %}
{% endstepper %}

## Example

This example illustrates how to interpret the requirements for automatic bonus crediting upon deposits, based on the settings configured on the **System** > **Settings** page and the bonus preset named `MT4`:

<figure><img src="https://514898401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGoRxAprhHu1goANW7FXt%2Fuploads%2Fgit-blob-b6f5facb0349f5dfeccd7edab75a686a61f654d9%2Fdefault-bonus-preset.png?alt=media" alt="Bonus preset"><figcaption><p>Bonus preset</p></figcaption></figure>

Suppose that a client deposits funds to their trading account opened on the `MetaTrader4 Live` platform. Given that **Autocreate from deposit** is set to **Enabled** and the bonus preset for `MetaTrader4 Live` is available on the **Bonus presets** page, the client is eligible to receive a bonus for their deposit. The requirements for receiving the bonus are detailed below:

<table><thead><tr><th width="261">Bonus setting</th><th>Description</th></tr></thead><tbody><tr><td><strong>Autocreated bonus percent = 10</strong></td><td><p>Indicates that 10% of a deposited amount can be received by a client as a bonus.</p><p>For example, if a client deposits 300 USD to their trading account, the client can receive a bonus of 10% of 300 USD, which is 30 USD.</p></td></tr><tr><td><strong>Auto Bonus Minimum = 100</strong></td><td><p>Indicates that a client must deposit a minimum of 101 USD to their trading account to be able to receive the bonus.</p><p>In this example, the client deposited 300 USD that meets the given requirement.</p></td></tr><tr><td><strong>Auto Bonus Limit = 500</strong></td><td><p>Indicates that the maximum bonus amount cannot exceed 500 USD.</p><p>In this example, the calculated bonus amount is 30 USD, so the full bonus of 30 USD is added to the client trading account as credit.</p></td></tr><tr><td><strong>Set credit immediately = Enabled</strong></td><td>Indicates that after depositing funds, the bonus amount is immediately added to the client trading account as credit, without waiting for the completion of any other bonus program on that account.</td></tr><tr><td><strong>Lot per unit = 0.1</strong></td><td>This setting is applied to the calculated bonus amount to determine the volume that must be traded by the client: <code>Required volume = Bonus amount / Lot per unit = 30 / 0.1 = 3 lots</code></td></tr><tr><td><strong>Lifetime (days) = 3</strong></td><td><p>To receive the bonus credit on the account balance, the client must trade the required volume within 3 days after the bonus credit is added to their trading account. The traded volume is calculated based on the volume of closed positions. Moreover, these positions must be opened after the bonus is credited to the client account.</p><p>For example, if the client opens a position, then deposits funds and receives the bonus credit, and subsequently closes the position, the volume of that closed position won’t contribute to the required traded volume.</p></td></tr><tr><td><strong>Ignored open/close interval (sec) = 5</strong></td><td>The client must keep positions open for at least 5 seconds for them to be counted towards the required traded volume.</td></tr><tr><td><strong>Ignored symbol groups = USDDKK</strong></td><td>If the client trades the symbols from the selected group, the volume of these trades isn’t counted towards the required traded volume.</td></tr><tr><td><strong>Burn if Equity &#x3C; Credit</strong></td><td>Indicates that if the account equity becomes less than the credited bonus, the bonus credit of 30 USD will burn.</td></tr><tr><td><strong>Burn on Withdrawal = Disabled</strong></td><td>Indicates that withdrawals from the client trading account doesn’t cause burning of the bonus credit.</td></tr></tbody></table>
