Customise Your Client Interface with the Promotion Dashboard

The Promotion Dashboard in the B2CORE Back Office allows you to manage and configure the display of promotional widgets, ensuring a tailored and engaging user experience for your clients.

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Key Features

Widget Management

ID: Unique identifier for each widget in the system for easy reference.

Caption: Assign meaningful names to widgets for better organisation.

Order: Customise the sequence of widgets on the Dashboard by setting their display priority.

Widget Management

ID: Unique identifier for each widget in the system for easy reference.

Caption: Assign meaningful names to widgets for better organisation.

Order: Customise the sequence of widgets on the Dashboard by setting their display priority.

Dynamic Sorting Options

Sort Actions: Easily rearrange widget positions using arrow buttons, ensuring the most relevant promotions are prioritized.

Dynamic Sorting Options

Sort Actions: Easily rearrange widget positions using arrow buttons, ensuring the most relevant promotions are prioritized.

Client Control

Delete Toggle: Enable or disable a close button on widgets. If enabled, clients can temporarily close a widget, with the option to restore it by refreshing or resetting the Dashboard.

Client Control

Delete Toggle: Enable or disable a close button on widgets. If enabled, clients can temporarily close a widget, with the option to restore it by refreshing or resetting the Dashboard.

Custom Menu Items

Create external links for your clients using custom items in the Promotion > Menu section:

A custom name
A URL to which the item redirects (external resources or supporting pages)
An icon

Custom Menu Items

Create external links for your clients using custom items in the Promotion > Menu section:

A custom name
A URL to which the item redirects (external resources or supporting pages)
An icon

How It Works

Add Widgets

Configure new promotional widgets with relevant information.

Organise Layout

Use the Order column and Sort Actions to arrange widgets based on importance.

Enable Flexibility

Allow clients to temporarily hide widgets for a cleaner interface.

Why Choose the Promotion Dashboard?

Enhanced Engagement

Highlight promotions and updates with customisable widgets tailored to client preferences.

Enhanced Engagement

Highlight promotions and updates with customisable widgets tailored to client preferences.

Streamlined Management

Effortlessly organise and update promotional content.

Streamlined Management

Effortlessly organise and update promotional content.

Improved User Experience

Allow clients to interact with a clean and relevant dashboard.

Improved User Experience

Allow clients to interact with a clean and relevant dashboard.

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Frequently Asked Questions

Find answers to the most common questions about our products and services.

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

Deliver Tailored Promotions with Ease

Try B2CORE Demo and transform your client dashboard today!

Request a Demo

Deliver Tailored Promotions with Ease

Try B2CORE Demo and transform your client dashboard today!

Request a Demo

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design

How It Works

Add New Products

Create products with unique settings tailored to business needs.

Configure Details

Define permissions, currencies, and advanced options for each product.

Apply Restrictions

Manage access by location, client, and verification with intuitive tools.

Monitor and Edit

View and update product settings at any time for ongoing adaptability.