How do I change the design and template of my investment portal?

Path: "Setting" > "Platform" > Investment portal

 

External Link to the Investment Portal:

Investors have the option to access the homepage and a page of your choice, such as the FAQ page or a contact form, from their investment account.

Referral Texts for the Investment Portal:

If you want to use the Referral Module (Refer a Friend), you need to make the appropriate settings under "Settings > Platform > Investment Portal" and "Settings > Add-ons > Referral Program."

Video - 47 sec.

  • At this point, you can enter the texts that investors will see in their investment portal under Referral. Provide your texts for an introduction, a description, and the terms of use.
  • Text for introduction (Frontend)

    <br >Recommend Platform Name to your family, friends, and 
    acquaintances! <br > For every successful initial investment
    on http://platform.com, you will receive a reward of X euros.<br ><br >
  • Text for description (Frontend)

    <ol><li>Copy your personal referral link and share it.</li> 
    <li>Your friend goes to XXX.com via your referral link and
    makes their first investment.</li> <li>Once your friend's initial
    investment is successfully received, you will receive a thank-you
    reward of X euros.</li> <li>Your friend will receive a one-time
    welcome bonus of X % based on the amount of their initial
    investment.</li></ol><br \>
  • Text für terms of use (Frontend)

    <ul><li>The friendship reward of X euros for you and the welcome 
    bonus for your friend will be transferred to the bank accounts you
    provided after the 14-day cooling-off period for the investment and
    no earlier than the 15th of the following month.</li>
    <li>The referred person must be a new customer; follow-up investments
    are not eligible for rewards.</li> <li>Commercial referrals,
    self-referrals, and multiple referrals are excluded from rewards.
    </li></ul><br \>
    • You can make further settings for the Referral Program under "Settings > Add-ons > Referral Program."

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