Create Offer Join Links

A Join Link is a referral link that providers share with clients. When clients click the link, they are automatically directed to the provider’s profile.

Step 1 – Add Join Link

Scroll to Offer’s Join Links and click “Add”.

Step 2 – Configure Link

1. Fill in the required information:

• Key (Join Link name):

This is how the Join Link will be identified. The provider can use the same name as the Offer for consistency. If a Performance Fee is included, the Join Link can also reflect that.

For example, if the strategy charges a 50% Performance Fee, the provider may name the Join Link IX_Copy50. This makes it easier for clients to recognize which strategy and fee structure the link corresponds to.

• Expiration date (optional):

Providers can set an expiration date if they want the Join Link to be valid only for a limited period (for instance, a promotional campaign). If no expiration is required, simply leave this field blank and the link will remain active indefinitely

Step 3 – Multiple Join Links

• Providers can create several Join Links, each with different settings, to target specific client groups

Example: One Join Link could offer a public strategy with a 50% weekly fee, while another Join Link could provide exclusive access for selected clients with a 30% daily fee