Campaigns
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Acquisition Campaign
An acquisition campaign is a targeted, multi-channel effort built to attract brand-new prospects and convert them into registered, first-time-depositing clients under a partner's tracking link. Its entire job is filling…
Ad Scheduling
Ad scheduling — also called dayparting — is the practice of configuring paid campaigns to run only on specific days and hours when your target audience is most active and most likely to convert, instead of spreading bud…
Always-On Campaign
An always-on campaign is a marketing effort that runs continuously with no fixed end date, built to capture ongoing demand rather than a short-lived event. It focuses on steady brand awareness, consistent lead generatio…
Awareness Campaign
An Awareness Campaign is a top-of-funnel marketing effort whose only job is to introduce a brand, educator, or trading service to a large audience for the first time. It optimizes for reach and impressions, not clicks o…
B2B: Business to Business
Business to Business (B2B) is the strategy of marketing and transacting between two companies rather than between a company and an individual consumer. In the brokerage-partner world, it means targeting other corporate …
B2C: Business to Consumer
Business to Consumer (B2C) is the strategy of marketing and selling services directly to the individual end-user. In the brokerage-affiliate industry it means targeting everyday people — turning them into retail traders…
Buyer Persona
A Buyer Persona is a detailed, semi-fictional profile of an affiliate's ideal client, built from market research and real data. It captures demographics, financial goals, pain points, objections, and typical online beha…
Campaign Brief
A campaign brief is a short planning document that defines everything a specific marketing push needs before a single dollar is spent: the objective, the target audience, the core message, the creative and channel requi…
CBO: Campaign Budget Optimization
Campaign Budget Optimization (CBO) is an ad-platform setting that holds one budget at the campaign level and lets the platform's algorithm distribute it across ad sets in real time, sending more money to whichever audie…
Campaign Objective
A campaign objective is the goal you select when building an ad campaign that tells the network's algorithm which action to optimize for, such as video views, lead form completions, or website conversions. It is the sin…
Co-Marketing Campaign
A co-marketing campaign is a collaborative promotion where an IB and a broker (or two non-competing businesses) combine audiences, budgets, and brand authority behind one unified push that benefits both sides. Each part…
Competitive Analysis
Competitive Analysis is the systematic process of identifying the other Introducing Brokers (IBs) and affiliates who target your audience, then studying their marketing channels, funnels, content, offers, and broker par…
Cross-Channel Campaign
A Cross-Channel Campaign is a coordinated marketing effort that carries one cohesive message across several platforms at once — email, Telegram, YouTube, and paid social, for example — so a prospect meets the same offer…
Deposit Bonus
A Deposit Bonus is a broker promotion that credits extra funds to a trader's account as a percentage of what they deposit — commonly 20%, 50%, or 100% — so a $500 deposit under a 100% offer becomes $1,000 of usable marg…
Direct Response Campaign
A Direct Response Campaign is marketing built to trigger one immediate, measurable action — click the referral link, register a live account, join the signal group — rather than to build long-term brand awareness. Every…
Exclusive Offer
An Exclusive Offer is a promotional deal a broker grants to one specific partner and no one else — a higher deposit bonus, tighter custom spreads, a cash-back schedule, or a unique tool — that the partner's audience can…
Flash Sale Campaign
A Flash Sale Campaign is a deeply discounted or heavily incentivized promotion run for a deliberately short, strictly enforced window — usually 24 to 72 hours. It converts by manufacturing urgency and scarcity: the deal…
Geo-Targeting
Geo-Targeting is the practice of delivering ads, content, or offers to users based on their physical location — country, region, or city — usually detected from IP address, device GPS, or ad-platform location settings. …
Growth Hacking
Growth Hacking is an experimental, data-driven approach to acquisition that chases rapid, low-cost user growth through unconventional tactics — viral loops, referral mechanics, product tweaks, and automation — rather th…
Guerrilla Marketing
Guerrilla marketing is a low-budget, high-creativity promotional strategy that uses surprise, novelty, or provocative public interactions to earn outsized attention and word-of-mouth rather than paying for reach. The te…
Localization
Localization is the process of adapting a marketing funnel — language, imagery, payment methods, examples, tone, and compliance disclosures — so it feels native to a specific country or culture rather than merely transl…
Market Research
Market research is the systematic collection and analysis of data about your target traders, competitors, and macro trends so you can make evidence-based decisions instead of guessing. For a partner, it answers three qu…
Market Segmentation
Market segmentation is the practice of dividing a broad audience into smaller, defined subgroups that share characteristics — such as experience level, capital size, trading style, platform, or geography — so each group…
Marketing Asset Library
A Marketing Asset Library is a centralized digital repository, hosted inside a broker's partner portal, that holds pre-approved, compliance-cleared promotional materials an IB or affiliate can download and deploy immedi…
Media Plan
A Media Plan is a detailed document that specifies exactly how, where, and when an advertising budget will be deployed. It names the chosen channels, target audiences, ad placements and formats, the flighting schedule, …
Multi-Touch Campaign
A Multi-Touch Campaign is a marketing approach built on the premise that a prospect rarely converts on a first interaction. It deliberately engineers a sequence of touchpoints — ads, content, emails, webinars — that bui…
Multichannel Marketing
Multichannel Marketing is the practice of reaching prospects across several distinct platforms at once — for example YouTube, Telegram, email newsletters, SEO blogs, and paid social — so people can engage with a brand o…
NDB: No Deposit Bonus
A No Deposit Bonus (NDB) is a promotional offer where a broker credits a small amount of tradable funds — commonly $30 to $50 — to a newly registered client's account without that client depositing any of their own mone…
Omnichannel Marketing
Omnichannel Marketing integrates every communication channel — website, email, SMS, social media, paid ads, messaging apps and offline events — around a single shared view of each prospect, so the experience continues s…
Promotional Campaign
A Promotional Campaign is a focused, time-bound marketing initiative built around a single clear incentive to drive one short-term goal — typically registrations, first deposits, or reactivations. The incentive can be r…
QR Code Marketing
QR Code Marketing uses scannable two-dimensional barcodes — placed on physical banners, slides, business cards, merchandise, or on-screen during streams — to send a smartphone user instantly to a digital destination suc…
Referral Campaign
A referral campaign is a structured, incentivized program in which an IB or broker rewards existing funded clients for introducing new traders from their personal networks. It turns satisfied clients into a distributed …
SWOT Analysis
A SWOT analysis is a strategic planning framework that maps a business's internal Strengths and Weaknesses against the external Opportunities and Threats in its market. It is usually drawn as a four-quadrant matrix and …
Seasonal Campaign
A seasonal campaign is a marketing push timed to a calendar event, holiday, or period — Black Friday, Christmas, New Year, Ramadan, Lunar New Year — to ride the cultural momentum and heightened spending or goal-setting …
Sequential Messaging
Sequential messaging is an ad-targeting strategy that shows a user an ordered series of different ads over time, gating each step behind the previous one. The prospect must see (or engage with) ad A before the system se…
Target Audience
A target audience is the specifically defined group of people a marketing campaign is aimed at because they are the most likely to open a trading account or buy a service. It is described by traits such as age, income, …
Tier 1 Country
A Tier 1 country is a highly developed nation with high average income, a stable economy, and strong purchasing power, making its traders the most valuable to acquire. The category typically covers the USA, UK, Canada, …
Tier 2 Country
A Tier 2 country is a rapidly developing nation with a growing middle class, rising internet penetration, and moderate purchasing power, sitting between the premium Tier 1 markets and the low-cost Tier 3 markets. Typica…
Tier 3 Country
A Tier 3 country is a developing nation with lower average income, emerging digital infrastructure, and limited purchasing power, where traders deposit small amounts but exist in very large numbers. The category covers …
Tradable Bonus
A tradable bonus is a deposit credit that behaves like real cash on the trading account: it adds to usable margin and can be consumed by floating losses. Unlike a withdrawal-only or "phantom" bonus, it cushions drawdown…
Trading Contest Affiliate
A trading contest affiliate builds acquisition around gamified competitions. They run demo or live trading contests for their audience — usually with a broker's backing — and reward the top percentage returns with cash …
UA: User Acquisition
User acquisition (UA) is the data-driven discipline of attracting new, first-time users to a product or service and moving them to a defined action — for a broker, a funded live account. It spans paid ads, SEO, app-stor…
Viral Marketing
Viral marketing is a strategy that creates highly shareable content — provocative, entertaining, or deeply relatable — so users voluntarily spread it across social networks, producing exponential organic reach with litt…