Set up a promo offer for sharing fees with partners

Learn how to create promo offers to share fees with partners and generate subscription links with embedded promo codes

Applicable to standalone solutions only

You can set up promo offers for your master account to share a portion of your 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, you can efficiently launch partnership campaigns without the need to implement a full-scale IB program.

The Promo offer section can be displayed or hidden in the Web UI. This is controlled by the investment platform admin.

To set up a promo offer for sharing fees with a partner:

1

In the main menu, expand the respective item, such as Copy Trading, PAMM, or MAM, and then click Account List.

2

Click the master account in the list.

3

In the account details, go to Settings.

4

In the Promo offers section, click Add new offer.

5

In the Add new offer popup, fill in the following fields:

• In the Name field, enter a name for the promo offer.

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

• Set up the fee plan for the promo offer. This plan will be displayed to investors after entering the promo code when subscribing to your master account.

  For more details about fees, refer to the Fee list.

• Enable the For Partners toggle.

• After enabling the toggle, fill in the following fields that appear:

  • In the Partner's Wallet field, enter the number of the partner's account to which rewards will be allocated.

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

Add a promo offer sharing fees with a partner

6

Click Create.

The created promo offer is displayed in the Promo offers section.

To copy the promo code assigned to the created promo offer to the clipboard, click the Copy button next to the promo code.

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

Share a subscription link with an embedded partner promo code

After creating a promo offer, you can share with your partner a subscription link that includes the assigned promo code. The partner can then distribute this link through their communication channels (for example, on their website or social media) to make it easier for potential investors to subscribe.

To copy the link to the clipboard, click the Copy link button displayed for the promo offer.

Copy link

When opened, the link directs users to a form for subscribing to your master account with the pre-filled Promo code field and displays the fee plan associated with the promo offer. The form opens in guest mode, allowing potential subscribers to access it without being authorized, and then complete the subscription.

If a subscription code is assigned to your master account, the link will also include this subscription code.

If you created a promo offer for your PAMM master account, the Copy link button won’t be available because subscriptions to PAMM master accounts aren’t supported in guest mode.