Quick Start
Prerequisites
You must obtain the following authorizations before using the Activity System.
- To configure physical or coupon rewards for an activity, first create them in the Entitlements System ✅ (DywHd0YkNovvhOxPRXBjKeBJpud).
- To restrict participating users in an activity, first obtain permission to create user segments; see the Distribution System ✅ (FDTedGVVroDDg0xsKZAj6PtdpKe).
Activity Achievement Task Types and Descriptions
Standard Activity Management
Invitation Activity: Users invite friends to complete tasks; both parties receive rewards (a common viral activity model).
Basic Activity: The user completes specified tasks to receive rewards; designed to improve key conversion points and drive acquisition, deposits, and trading growth.
Team Activity: Multiple users participate as a team; when the specified number of participants is met and team members complete the required tasks, rewards are issued.
How to Create an Invitation Activity
⚓ Menu path: Operations System ＞ Activity System ＞ Standard Activity Management
Click the New button in the Invitation Activity module.
The invitation activity creation page appears as follows:
Reward Rules
Click Add Reward Rule. The required fields vary by reward type.
Fixed Reward:
Tiered Reward:
Prize Settings
Click Create Prize Setting to reveal configuration items.
You can limit how many times each user can receive a given prize within the reward rule.
After submission, the invitation activity is created.
How to Create a Basic Activity
⚓ Menu path: Operations System ＞ Activity System ＞ Standard Activity Management
Click the New button in the Basic Activity module.
The page opens as follows:
Reward Rules
The reward calculation logic may vary depending on the reward generation timing rule.
If you wish to configure multiple tiers for trading or asset-related achievement tasks, you may add multiple reward rules.
Example: The following shows four reward rules set within the same activity. The net deposit task is divided into three tiers and “Generated in Real Time During the Period” is selected. When a user meets each tier, a reward record is generated.
Non-standard Activity Management
Applicable scenarios: offline reward distribution (for example, large-customer appreciation) with no specific activity rules—used solely to distribute rewards to users.
Main function: create an activity here and obtain an activity code, which can then be associated with the activity code in the Rewards Center of the Entitlements System to distribute rewards.
How to Create a Non-standard Activity
⚓ Menu path: Operations System ＞ Activity System ＞ Non-standard Activity Management
Click the New button at the top of the page to open the following page:
Ignore other fields; focus on the following:
Invitation Relationship Management
You can query invitation relationships bound through invitation activities here, or manually bind them.
How to Add an Invitation Relationship
⚓ Menu path: Operations System ＞ Activity System ＞ Invitation Relationship Management
Add Registration Invitation Relationship
In the Registration Invitation tab, click the New button on the Invitation Relationship Management page to open the following dialog:
Enter the invitee’s and inviter’s customer IDs to complete the binding.
Add Account-Opening Invitation Relationship / Deposit Invitation Relationship
First, filter to locate the invitee user for whom you wish to bind an inviter; click the user to view details.
The details display the user’s registration inviter and allow you to bind an account-opening inviter and a deposit inviter here.
In the popup, enter the inviter’s user ID to complete the binding for the invitee’s account-opening or deposit inviter.
(For actions already completed, you cannot bind the corresponding node’s inviter. For incomplete action nodes, the inviter may be bound or changed.)