Gestione menu
Assign unique identifiers to each menu item and set custom names.
Highlight new additions to the menu by marking items with the “New” label.
Back Office B2CORE
Ottimizza la navigazione delle promozioni
Potenzia il journey utente con un menu Promotion pienamente personalizzato che mette in evidenza esperienze su misura e funzionalità facilmente accessibili.
Funzionalità principali
Controlli di visibilità
Toggle menu items on and off to manage the user interface quickly.
Reorder menu items to prioritise key features using drag-and-drop tools.
Personalizzazione degli accessi
Restrict visibility of menu items to clients with specific verification levels.
Control visibility of menu items based on client types.
Voci di menu personalizzate
Create external links for your clients using custom items in the Promotion tab.
Set a custom name and URL to which the item redirects.
Perché usare il promotion menu?
Navigazione personalizzata
Offri un’esperienza di menu su misura in base a livelli di verifica e tipi di cliente.
Usabilità migliorata
Aiuta i clienti a trovare più rapidamente le funzionalità rilevanti con un layout di menu organizzato.
Aggiornamenti dinamici
Aggiungi, modifica e riordina rapidamente le voci di menu per riflettere le priorità attuali.
Come funziona
01
Visualizza il menu
Usa l’icona a occhio per accedere all’elenco delle voci di menu.
02
Modifica le voci
Personalizza visibilità, caption e permessi di accesso.
03
Riorganizza il layout
Trascina e rilascia le voci per riordinare il menu e migliorare la navigazione.
04
Metti in evidenza gli aggiornamenti
Usa la label “New” per attirare l’attenzione sulle aggiunte recenti.
Frequently Asked
FAQ
A Customer Relationship Management platform helps businesses manage everything related to their customers, from contact information and customer support inquiries to financial data and payment processing. In the Forex industry, a CRM is a tool that brokers can use to manage everything related to their clients' accounts, from Know-Your-Client (KYC) compliance to wallets and payments. In other words, it is a complete software solution that helps businesses in the Forex industry streamline their operations and improve their bottom line. This all-in-one solution can make it easier for brokers to keep track of their clients' needs and provide them with the best possible service.
We support any type of data import, we will customise the script under your specifications and will make a migration so that all the data is safely transferred to B2CORE.
We have built a strong onboarding procedures. You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities. In addition, we will schedule a call with the product manager that will walk you through the functionality and will answer all of your questions.
We have a team of 30+ dedicated developers that are working on B2CORE improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates.
In case you find a bug in the product, we have a 24/7 Helpdesk system with 20+ Support specialists behind it. Your personal account manager will walk you through it so that once you face a problem you can quickly report it and our support team will immediately start working on the fix.
It is as simple as creating a method in your admin panel for deposits and withdrawals and entering the API keys in order to connect to the platform, this can be done in a matter of minutes.
Specifically for that we built a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients' data that are "tagged" to them.
Inizia
Esplora il promotion menu di B2CORE
Semplifica l’interazione con i clienti ed esplora strumenti avanzati per creare, gestire e configurare voci di menu con facilità usando B2CORE!