Marketing Team
This July, Match-Trader delivers a new set of upgrades spanning both management tools and trading features. The spotlight falls on our updated CPA Program configuration system, which now offers flexible modes that function standalone or can be combined for maximum impact. Traders gain access to position visualisation directly on charts, complete with entry and exit points, alongside live profit calculations for TradingView charts. Mobile users will see improved session closure notifications, while B2B clients get streamlined company registration with dedicated fields. Additional strategic enhancements include a country variable for localised messaging, more complete CSV exports with full transaction details and clearer registration notifications.
CPA Program Extension
We’ve redesigned the CPA Program configuration system (IB > CPA Program) with advanced functionality and improved user experience. This release provides several enhancements:
- The configuration tab for the CPA Program is now organised into two distinct tables: one for active configurations and another for archived ones.
- In the active configurations table, you can quickly view active programs along with their enabled calculation types; it includes an integrated archiving feature.
- The archive table presents archived programs similarly to the active configurations.
- When setting up a new configuration, you have four modes to choose from:
- First Time Deposit
- Number of Closed Positions
- Traded Volume
- Nominal Trade Value (USD)
- Each mode is designed to function within its own dedicated section and can be combined with other modes according to your preferences.
- You can specify the countries from which traders must originate for the IB to earn a bonus for all four modes.
- For trading-related modes, there’s an additional option to list which instruments qualify for trading bonuses, with wildcard rules applying.
- Modes allow you to set minimum thresholds above which bonuses are paid out.
- All bonuses apply exclusively to live accounts, irrespective of the trader’s total number of accounts.
- During the archiving process, a dialog window will provide relevant information and request your confirmation.
Compatibility: Tailored exclusively for seamless integration with the QFX system.
Visualisation of Opening and Closing Position on Charts (Desktop)
When you click on a closed position, the chart will display a line connecting the Open and Close prices of that position. The chart automatically moves and rescales to make this line visible when a position is selected.
The starting points, representing the Open and Close prices, are marked with directional arrows:
- when position side = BUY—entry arrow: ↑, exit arrow: ↓
- when position side = SELL—entry arrow: ↓, exit arrow: ↑
Clicking on another closed position will activate the indicator for the newly clicked one (if the previous position was displayed, its indicator will disappear).
If you switch instruments, for instance, from the Marketwatch level, any indicators for closed positions will disappear.
If indicators are already visible for a particular closed position, clicking on that position again will hide them.
Information about Expected Profit and Distance in Points for TP/SL on TradingView Charts
TradingView charts have been enhanced and now include information on the distance in points and the expected profit or loss for Take Profit (TP) and Stop Loss (SL) levels. These figures update in real time alongside changes in quotes.
Once an order is sent, the profit or loss value remains visible at all times, while the distance in Points is shown only during dragging.
Trading Account Number In the Upper Part of the Application
We’ve refined the user interface by prominently displaying your trading account number at the top of the application. You can view the offer name either by hovering over it to see a tooltip or by expanding the account change dropdown.
Changes in Closed Session Screens (Mobile)
Our mobile app now includes an improved notification system that clearly highlights session closures in the instrument view, as well as on the open position and pending order screens.
Addition of “Company Name” and “Company Number” Fields in KYC and Registration Forms for B2B Clients
To streamline the registration and KYC process for B2B clients, we have added two crucial fields: Company Name and Company Number. These fields are integrated into the Personal Details section and can be set as mandatory or optional for both demo and live account registrations. This configuration can be customised independently for individual branches.
Benefits:
- Allows brokers providing B2B services to efficiently identify and manage corporate clients
- Facilitates smoother verification and operational processes within the CRM system
Introduction of New Country Variable in Mailings/Messages
We’ve enhanced communication personalisation by adding the new {{COUNTRY}} variable, which dynamically shows the country linked to each recipient’s account.
Feature now available across the following channels:
- Mass Mailing
- Broker Notification (Inbox in MTR)
- Voiso SMS Messaging
- Voiso WhatsApp Communications
How it works:
Incorporate the {{COUNTRY}} variable into your messages, and it will automatically fill in with the recipient’s registered country, ensuring accurate and relevant communication delivery.
Benefits:
- Enables brokers to deliver highly targeted, location-specific messages/mailings that resonate with clients from various markets
- Increases the relevance of marketing campaigns through geographic personalisation, strengthening overall operational communication effectiveness.
CSV for Deposits and Withdrawals: Last Modified and Lead Source Added
To improve the data export from the Deposits and Withdrawals tabs, we have expanded CSV file generation to ensure complete and consistent data for:
- Last Modified Column
- Previously: Only populated for PSP-type transactions
- Currently: Available across all types of deposit and withdrawal transactions
- Lead Source Column
- Previously: Missing or not handled correctly in withdrawal CSV reports
- Currently: Accurate data included in all exports
These updates apply to every CSV file generated from Deposits and Withdrawals views within the CRM system.
Benefits:
- Exported reports feature more complete and consistent data
- Easier analysis of traffic sources and financial operation history is possible
Registration Process: “Resend Code” Status Notification
During the registration process, when users click “Resend Code” on the “Confirm Code from Email to Continue” screen, a toast notification will now indicate whether the code was successfully sent or not.
