Create promo offers

Learn how to create promo offers for master accounts in the Admin panel

You can create promo offers for master accounts in the Admin panel.

Promo offers allow master account owners to offer investors to subscribe under more favorable fee plans than the default ones.

One or more promo offers can be created for a master account. Investors with a promo code can apply it when subscribing to the master account and create a subscription on more favorable terms.

To create a promo offer:

1

Expand the Copy Trading, PAMM, or MAM menu.

2

Go to Masters.

3

If you have several platform instances (such as MT4, MT5, or cTrader), make sure you are in the correct instance, or go to it using the switcher in the upper-left page corner.

4

Select the account and click the account number in the Account Login column to open the account details.

5

Go to the Promo offers tab.

6

Click Create.

7

In the displayed popup, fill in the following:

• In the Short description, enter the promo offer description.

• In the Promo code field, enter the promo code. It can be a combination of letters, numbers, or both, and must be unique.

• In the Fee plan section, select one of the options:

  • Available — to select an existing fee plan that will be associated with the promo offer.

    If you choose this option, select the fee plan identifier in the Fee Plan ID dropdown to assign it to the promo offer.

  • Create new — to create a new fee plan for the promo offer.

    If you choose this option, specify the fee plan settings as needed.

8

(For standalone solutions only) Keep the For Partners toggle disabled.

Create a promo offer

9

Click Create.

The created promo offer is assigned an identifier and displayed in the list of promo offers for the master account on the Promo offers tab.

Promo offers can be edited or deleted when no longer needed.