Create promo offers for sharing fees with partners

Learn how to create promo offers in the Admin panel to share master account fees with partners

Applicable to standalone solutions only

You can create promo offers for master accounts to share a portion of their earned fees with partners.

A promo offer links a promo code to the partner’s account. When investors referred by the partner subscribe using that promo code, they receive a discounted fee plan, and a predefined percentage of the fees from those subscriptions is automatically redirected to the partner.

With these promo offers, it's possible to efficiently run partnership campaigns without implementing a full-scale IB program.

To create a promo offer for sharing fees with a partner:

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 a short description for the promo offer.

• In the Promo code field, enter a unique promo code using letters, numbers, or both.

• 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

Enable the For Partners toggle.

9

In the Partner Account field that appears, enter the number of the partner's account to which rewards will be allocated.

10

In the Partner Percent field, specify the percentage of all fees received from investors who subscribed using the promo code that will be allocated to the partner.

Create a promo offer for sharing fees with a partner

11

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.