Create Real / Demo Account
This page is used for creating both Real and Demo additional accounts. The content of the page, as well as the header are displayed according to the required account type.
This page is opened after pressing either the New Trading Account or the New Demo Account buttons.
The url for this page is: Domain/Add_Real_TP_Account.
For companies that allow using a Demo Account for their services, this page is available accordingly in Domain/Add_Demo_TP_Account.
Please note - The system verifies that a demo account is allowed and that the client has no exists Demo Account. Only a single Demo account is allowed.
Therefore, this page will be displayed only according to these conditions. Else, this button will not be available and a "Page not found" message will be displayed for trying to access this page.
Webpage Structure
Web Page Header
The header is defined as Static Text Element (HTML code editor) content TP_Create_Real_Account_Header_1033 for adding a real account,
or TP_Create_Demo_Account_Header_1033 for adding a Demo Account.
Please note - It is recommended to include the H1 tag of html, for the title of the Web Page Header content.
Information Fields Section
This section displays the client personal details (full name, Email Address, Mobile Phone) and requires to fill in the following fields:
Field Title | Description |
---|---|
NickName | This field is available for creating an additional Real Account, and is used by the system to differentiate between the accounts. This field will be displayed by the system only if there is another exists Real Account. |
Select Trading Platform | This field is required for multiple available trading platforms, in order to define the required trading platform for the Account. |
Check Boxes Section
The following check boxes are displayed in this section:
- Terms and Conditions - This check box is displayed for adding a new Real Account only. In this check box the user declares that he has read the terms of use.
- Trading Contract - In this check box the user declares that he has read the trading contract and accepts it.
Create TP Real Account process
Once pressing the Create TP Account button, the following process will be executed by the system:
- Creating the new Real Account. The new account will be created as a new child client card. the client details will be copied to the new card. The marketing information fields as well as the agents fields and the lead supplier, will be reset.
- The new Real Account will be displayed in the Account Overview page.
- Thank you page. The browser will be redirected to the url "Registration_Thanks" and the following message will be displayed:
"Trading Account will be created in a few seconds and the credentials will be send to your email".
Please note - the Thank you Page will be displayed only for the first opened Real account. Else, the browser will be redirected to the Account Overview page. - Thank You Page Content into "Internal Mail". An Email message with the content Real_Registration_Thanks_1033, is saved into the Inbox of the client ("hyp_Website Mail to Client" table) and displayed in the Internal Mail tab.
Create TP Demo Account process
Once pressing the Create TP Account button, the following process will be executed by the system:
- Creating the new Demo Account. The system decides whether to open the Demo Account in the same Client Card, or to create a new Client Card. A new Client card will be created only for the following case: There are multiple trading servers in the company, the client has a real account on one server and he wants to open the Demo Account on other server. In this case, the client details will be copied to the new card. The marketing information fields as well as the agents fields and the lead supplier, will be reset.
- The new Demo Account will be displayed in the Account Overview page.
- The New Demo Account button will be removed from the Account Overview Page.
- Thank you page. The browser will be redirected to the url "Registration_Thanks" and the following message will be displayed:
"Trading Account will be created in a few seconds and the credentials will be send to your email".
Please note - the Thank you Page will be displayed only for the first opened Demo account. - Thank You Page Content into "Internal Mail". An Email message with the content Demo_Registration_Thanks_1033, is saved into the Inbox of the client ("hyp_Website Mail to Client" table) and displayed in the Internal Mail tab.
Content Management in Hyper
Build this content in Hyper's Static Text Element tool, using the HTML editor. To learn more, click here.Purpose | Content ID | Available Fields |
---|---|---|
The title for creating additional Real Account page. | TP_Create_Real_Account_Header_1033 | None |
The title for creating additional Demo Account page. | TP_Create_Demo_Account_Header_1033 | None |
The Thank you page content, for opening a new account. | Real_Registration_Thanks_1033 Demo_Registration_Thanks_1033 |
message can include the following fields (if received):
|