核心功能
可定制展示
在由唯一 URL 尾段（如 /dashboard）定义的特定页面展示横幅。为桌面或移动平台配置横幅以优化体验。设计浅色与深色主题横幅以匹配界面偏好。
高级选项
使用横幅优先级设置展示顺序。按客户国家或账户验证级别限制可见性。添加含 URL 的按钮，引流至外部或内部页面。
横幅详情
为横幅分配唯一 ID，并为浅色与深色主题指定标题。设置展示状态并记录关联的后台创建者。跟踪设计与修改时间戳，便于监控与审计。
运作方式
01
管理横幅
添加或编辑横幅，并自定义主题、页面与平台设置。
02
调整偏好
按优先级设置横幅展示与顺序，并应用国家或账户限制。
03
预览并发布
审阅浅色/深色主题，并在 B2CORE 界面或移动应用中启用横幅。
横幅管理的优势
提升参与度
有效传达促销、更新或活动。
个性化消息
为特定客户群体或账户状态定制横幅。
高效沟通
借助多功能横幅激活公告与营销动作。
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.
