How to create a bonus preset

Learn how to configure bonus presets to control how and when clients receive and use trading bonuses

You can create one or more bonus presets that include the settings required for configuring bonuses.

To create a bonus preset:

1

Navigate to Bonuses > Bonus Presets.

2

Click Create, and then select the trading platform to which the bonus preset can be applied.

3

On the Create Bonus Preset page, fill in the following fields:

• Name — enter the name that you want to use for the preset in the Back Office.

• Lifetime — specify the number of days within which clients must fulfill the requirements of a bonus program.

• Lot per unit — enter the ratio that is used to determine the volume that must be traded by clients.

• The ratio is applied to a bonus amount, and the required volume is calculated as follows: Required volume = Bonus amount / Lot per unit

• Set credit immediately — select either of the two values:

  • If Enabled, bonuses from different bonus programs are immediately added to a client trading account as credit, enabling the client to use credit funds for trading.

  • If Disabled, bonuses from different bonus programs are added to a client trading account one after another. Only after a bonus from the first bonus program is processed and assigned the final status (Completed or Expired), the second bonus is added to the client trading account as credit, and so on.

• Ignored open/close interval — specify the minimum duration, in seconds, for which clients must keep positions open for them to be counted towards the traded volume.

• Autoenable trading if balance > 0 — select either of the two values:

  • If Enabled, when the account balance changes from zero or negative to positive, the Trade Enabled permission is automatically restored for the account, enabling the client to resume trading on their account, including the use of the bonus credit.

  • If Disabled, when the account balance changes from zero or negative to positive, the Trade Enabled permission isn’t automatically restored for the account.

• Ignored symbol groups — optionally, select 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.

  You can leave this field empty.

4

Click Save to create the preset.

The preset appears in the list of bonus presets.

5

Check the priority index assigned to the preset. It's important if plan to use this preset for automatic crediting of bonuses to clients for depositing funds to their trading accounts (for details, refer to How to automatically credit bonuses to clients upon deposits). The preset with the lowest priority index, created for a specific platform, will be used for automatic bonuses. If needed, change the priority in the preset details.

How to restrict the use of a bonus preset

You can restrict the use of a bonus preset based on a client's country, client type, verification level, jurisdiction, or introducing broker (IB). Additionally, you can apply a combination of these restrictions to further narrow down eligibility for using the preset.

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 restrictions are applied to the preset used for automatic bonuses on a given platform.

To restrict the use of a bonus preset:

1

Navigate to Bonuses > Bonus Presets.

2

Select the bonus preset and click the Edit button in the preset row.

3

Click Actions in the upper-right page corner, and then select the restriction type:

• 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.

4

In the Restrictions popup, fill in the following information:

• In the Enabled dropdown, select Yes.

• In the Type dropdown, select either of the two options:

  • Deny only — this option prevents clients matching the selected rules from using the preset.

  • Allow only — this option allows only clients matching the selected rules to use the preset.

• In the Rules dropdown, elect one or more values that define the restriction — such as countries, client types, verification levels, jurisdictions, or IBs — depending on the restriction type you're applying.

5

Click Save to apply the changes.

The bonus preset now has usage restrictions applied.