Links

Create personalized referral links (URLs) and convert them into QR codes

Referral links

The referral link is a personal URL created by a partner introducing new clients to the B2CORE UI.

The URL includes a unique identifier (ID) that is assigned to a partner after joining a partnership program. The ID is used to keep track of new clients introduced by each partner and calculate rewards for trades executed by their clients.

A partner may have multiple IDs after joining several programs.

Key points:

• A number of referral links can be created (your referral links can be localized or global).

• Every link includes a unique partner ID.

• You can convert the links into QR codes.

• The links can be shared on websites, through social media, in emails, or by any other means preferred by a partner promoting the B2CORE UI.

Create a personal link

To create a referral link:

1. In the dropdown located at the top of the page, select a partnership program for which you want to create a link.

2. In the Link settings section:

• Landing page — select a webpage displayed after clicking the referral link.

  At present, only the Sign Up page of the B2CORE UI can be used as a landing page.

• Language — select a language to create a localized URL.

  Select Global to create a regular URL that doesn't indicate a particular language.

1. Optionally, you can include UTM parameters in your referral link by expanding the UTM parameters section and specifying the needed parameters.

After you've configured the link settings, your referral link is displayed on the right side of the page. You can copy the URL to the clipboard using the Copy button.

UTM parameters

The UTM parameters (or tracking tags) are short text codes that you can include into referral links to track various metrics and assess the efficiency of your marketing strategies.

You can specify the following UTM parameters:

UTM parameter	Description	UTM tag	Example
Campaign	The URI parameter that specifies an individual campaign name.	utm_campaign	utm_campaign=summer_program
Source	The URI parameter that identifies an advertiser, site, publication, that’s sending traffic to your property.	utm_source	utm_source=google
Medium	The URI parameter that specifies advertising or marketing media.	utm_medium	utm_medium=social
Content	The URI parameter that’s used to differentiate similar content or links within the same ad. For example, if you have two call-to-action links within the same email message, you can use UTM Content and set different values for each so you can tell which version is more effective.	utm_content	utm_content=bannerlink
Term	The URI parameter that identifies paid search keywords.	utm_term	utm_term=trading

QR codes

If required, your referral links can be converted into QR codes that users can scan to be forwarded to a landing webpage pointed by the link URL.

Key points:

• You can generate multiple QR codes for a single referral link.

• The QR codes can be customized by specifying various background colors and adding icons to them.

• Similar to regular referral links, the QR codes can be shared on websites, through social media, in emails, or by any other means preferred by a partner seeking to attract new clients.

• The QR codes can be downloaded to your computer and then used in printed promo materials.

Generate a QR code

To generate a QR code for your referral link, click the Generate code button displayed on the right side of the page.

Optionally, you can apply custom settings to your QR code before generating it:

• Color — select a QR code color.

• Icon — select an icon to be added to a QR code.

After the QR code is generated:

• Download PNG — click this button to download a PNG image of the generated QR code to your computer.

• Copy embed code — click this button to copy the HTML code of the generated QR code to the clipboard. You can then embed this code into your website or any other promo material.