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.

• Default — select either of the two values:

  • Select Yes if you intend to use the 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).

  • Select No if you don’t intend to use the preset for automatic bonus crediting upon deposits.

• 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.