Set milestones traders reach, and act on many members at once
Define milestones from member activity with a role reward, select many members in the list to act on at once, and add a custom button to the top bar.
01 ·Define milestones traders reach through their activity
A Quests category arrives in community settings, and Milestones is the first thing in it. A milestone is a target a member reaches based on their default fields and their custom fields: sending a set number of messages, holding a custom field above a value, having a profile picture, and the like. A broker builds each one from conditions, the same way referral conditions are built, and can grant one or several roles when a member crosses it.
A broker wants the things a trader does to add up to something they can see and reach for. Milestones tie real activity, and the broker's own data held in custom fields, to a role a trader earns, giving the community a ladder of goals that rewards working further into it.
02 ·Select many members and act on them together
The user list now takes a selection. A broker ticks members one by one, or ticks the header to take everyone in the list rather than only the rows on screen, and the count of those selected shows above the list. With members selected, a broker opens the actions and applies one across the whole set: warn, suspend, ban, revoke a suspension or ban, edit XP and coins, change roles or badges, or remove. The per-member control still acts on its own row, and a confirmation appears if a broker uses a single row's control while a wider selection is open.
A broker handling a community of any size does not want to repeat the same change one trader at a time. Taking a whole selection, including a select-all that reaches past the loaded rows, and running one action across it turns a batch of roles, badges, or moderation calls into a single step.
03 ·Add a custom button to the top of the community
A broker can set a custom call-to-action button in the top corner of the community, configured under Appearance in community settings. From the edit panel a broker sets the button's text, the link it opens, and its styling, so it can point traders wherever a broker chooses, whether that is a promotion or an account page.
The top of the community is where a broker most wants to push traders toward the next step. A button a broker controls there places their own call to action in front of every trader without a separate build.
Milestone and referral conditions gained an Analysis created option, so a broker can set a condition on a trader posting an analysis.
21 FebCoin and XP rewards on a milestone now accept a six-digit value, up from five.
22 FebCustom fields drawn from a connected CRM are now marked read-only on the integration page.
20 Feb