Path: "Setting" > "Platform" > Investment portal
External Link to the Investment Portal:
Investors have the option to access the homepage and a page of your choice, such as the FAQ page or a contact form, from their investment account.
Referral Texts for the Investment Portal:
If you want to use the Referral Module (Refer a Friend), you need to make the appropriate settings under "Settings > Platform > Investment Portal" and "Settings > Add-ons > Referral Program."
Video - 47 sec.
- At this point, you can enter the texts that investors will see in their investment portal under Referral. Provide your texts for an introduction, a description, and the terms of use.
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Text for introduction (Frontend)
<br >Recommend Platform Name to your family, friends, and
acquaintances! <br > For every successful initial investment
on http://platform.com, you will receive a reward of X euros.<br ><br > -
Text for description (Frontend)
<ol><li>Copy your personal referral link and share it.</li>
<li>Your friend goes to XXX.com via your referral link and
makes their first investment.</li> <li>Once your friend's initial
investment is successfully received, you will receive a thank-you
reward of X euros.</li> <li>Your friend will receive a one-time
welcome bonus of X % based on the amount of their initial
investment.</li></ol><br \> -
Text für terms of use (Frontend)
<ul><li>The friendship reward of X euros for you and the welcome
bonus for your friend will be transferred to the bank accounts you
provided after the 14-day cooling-off period for the investment and
no earlier than the 15th of the following month.</li>
<li>The referred person must be a new customer; follow-up investments
are not eligible for rewards.</li> <li>Commercial referrals,
self-referrals, and multiple referrals are excluded from rewards.
</li></ul><br \>-
You can make further settings for the Referral Program under "Settings > Add-ons > Referral Program."
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