Settings¶
What is cTrader Invite?
cTrader Invite is an all-in-one toolkit designed to help partners attract traders with appealing cTrader products and effectively convert them into referrals. Any cTrader link shared by partners attributes traders who click it, and they later become referrals in the broker's client area. The Invite app allows partners to generate invite links and QR codes, track invited traders' stats in real time, promote engaging products and set up a personal profile page that outperforms a traditional landing page.
Check our brochure with quick instructions for partners on how to set up cTrader Invite.
cTrader Invite offers flexible settings to partners who use the attribution functionality of branded applications. The Settings tab of the Invite application allows partners to configure public exposure, profile settings and more.
Invite settings in one minute!
- Depending on the broker’s flow, partners simply use Invite out of the box or need to input a broker referral link (BRL) in Settings.
- After attribution within cTrader, the app automatically synchronises with the broker CRM or redirects traders to the client area for registration and attribution.
- Invited traders can only access the contact information, trading statistics and products of partners whose profiles are public.
- Staying public, partners are offered flexible settings regarding what information to disclose to invited traders in the Partner tab.
- In addition to their own products (e.g, algorithms, copy strategies), partners can promote favourite products on a profile page.
Attribution flow ¶
The settings below depend on the level of your broker's integration of cTrader Invite with their CRM.
You don’t need to set anything – just start sharing invite links!
As soon as you invite your first trader, you will be automatically registered in the broker's partner programme, and your partner ID will be displayed.
You first need to set your BRL provided by the broker after your registration in the partner programme.
Your invited traders will be redirected to the broker's website for registration and attribution after completing specific actions you can set below.
Tip
Contact your broker directly to request details on the attribution flow.
How to promote yourself as a partner ¶
cTrader Invite provides always-on promotion settings that will engage invited traders in completing essential actions on the platform. With these promotional mechanisms on board, invited traders would sooner convert into active platform users.
To promote themselves more effectively, partners can choose to show their profile to invited traders.
Note
If the Show your profile... switcher is inactive, first, enable the Make my profile public setting in Manage profile.
Warning
If you are not showing your profile in the Partner section, invited traders will not have access to your contact details, trading statistics and partner products. Hidden partner profiles can enable your invited traders to switch to other partners if other Invite conditions are met.
How to edit profile settings ¶
Tap Manage profile at the bottom of the Settings tab.
Note
Alternatively, profile information can be edited in the Profile tab of the cTID website. Read our dedicated guide on managing cTID.
Here, partners can adjust what information will be disclosed to invited traders in the Partner tab. Partners can customise their profile picture, cover image and username as shown below.
Warning
If you disable Make my profile public, your invited traders will not manage to access your profile page with contacts and products in the Partner tab. There is a risk that invited traders can leave partners whose profiles are not public after the guaranteed attribution period.
The profile settings allow partners to add their contact details for multiple channels, including phone number, WhatsApp, Telegram, Facebook and more. The About field is designated for a trader’s bio that would not exceed 1,024 symbols.
Tip
After editing the information you wish to disclose, tap Check how your profile appears to users in your cTrader app to inspect how your partner page will be displayed on the invited traders’ devices.
Having made their profiles public, partners can customise what kind of information will be available to invited traders in the Partner tab. In particular, partners can choose to show or hide contact information, trading statistics, a short bio and a recommended broker.
Tip
Disclosing your successful trading statistics via cTrader Invite will arouse trust from traders, and they will be more willing to use your partner products.
The profile settings also allow partners to configure the visibility and order of their products in the Partner tab. Additionally, you can showcase favourite copy strategies to expand your product offering and attract more invited traders.
