Sample Templates

Here are some sample templates for brokers that have been approved in the past. They are a mix of messages under the marketing and utility categories. 

Introduction

Hi {{1}}! This is {{2}}, your account manager from ABCTrade. It was a pleasure speaking to you earlier.

Please feel free to reach out through this number if you have any questions or need guidance. Thank you!

⚠️Reply STOP to stop receiving messages. Otherwise, you agree to continue receiving messages from ABCTrade.

 

Started Application

Hi {{1}}! This is {{2}} from ABCTrade. I see you started your application for a live account. I am here to help in any way to expedite the process. I’ll be standing by – please reply here or email me at {{3}}.

⚠️Reply STOP to stop receiving messages. Otherwise, you agree to continue receiving messages from ABCTrade.

 

Account Verification

  • Sample 01
    Hi, {{1}}! This is your account manager from ABCTrade, the online broker.

    Your trading account is almost ready. We just need to verify your identity to complete your application. Upload a copy of your ✅National ID card OR ✅Passport and send it on either channel below 👇🏼 

    ➡️Client portal:  https://portal.abctrade.com 
    📨 Email: verify@abctrade.com. 

    If you need assistance, feel free to reach out. Thank you!
     
  • Sample 02
    Hello {{1}}! Thank you for inquiring about your account verification. Please provide the requested documents: 

    ✅Proof of Identity - a colored copy of your passport containing your photograph, full name, valid expiry date, National ID card, or Driving license. 

    ✅Proof of Address - a recent utility bill (e.g. electricity, gas, water, or a Bank Statement) dated within the last three (3) months and showing your name and the registered address. 

    Kindly email them to verify@abctrade.com or upload them to https://portal.abctrade.com

 

Fund your Account

  • Sample 01
    Hi {{1}} 👋🏼 This is your account manager from ABCTrade, the online broker. 

    Good news! Your account has been verified✅

    You can now proceed to make your first deposit by logging in to your client portal here 👉🏼 https://portal.abctrade.com 

    The first deposit should reflect instantly. After that, your trading account credentials will be emailed to you.

    Please feel free to reach out in case you need any assistance. Happy trading!
     
  • Sample 02
    Good news, {{1}}!

    Your ABCTrade account has been approved! We’re happy to welcome you officially to the ABCTrade community. 

    Funding your account is the next and final step to begin your trading journey. This step is easy and convenient with our variety of deposit methods. You can log in to your private portal directly from this link ➡️ https://portal.abctrade.com and view all the available options by clicking Services → Deposit Funds.
     
  • Sample 03
    Good day 👋🏼 It's {{1}} from ABCTrade. I see you've recently opened a real account with us but haven't yet deposited. Would you like me to guide you through the deposit process or answer any questions you may have? 


Haven’t Started Trading

  • Sample 01
    Good day 👋🏼 It's {{1}} from ABCTrade.

    I noticed you recently received a bonus but haven't traded yet. Would you like me to assist you in placing your first trade or provide any trading tips? 🤓
     
  • Sample 02
    Hi! This is {{1}} from ABCTrade.

    I see you've deposited funds into your account but haven't started trading yet. Do you need any help getting started or have any questions about trading?
     
  • Sample 03
    Hi 👋🏼 This is {{1}} from ABCTrade.

    I noticed you've opened a demo account with us but haven't traded yet. Are you facing any issues with the platform or have any questions about trading?🤔 Let me know how I can assist you.

     

Demo/Live Account

  • Sample 01
    Thank you for your interest in opening an ABCTrade MetaTrader 5 demo account, {{1}}!

    To register for a demo account, please use the following link ➡️ https://mt5demo.abctrade.com/start

    We hope you enjoy your forex trading experience. If you have any questions at all, please feel free to reply here.
     
  • Sample 02
    Hello {{1}} 👋🏼 This is {{2}} from ABCTrade. I noticed you've been trading on your demo account but haven't opened a real account yet. Do you need assistance opening a real account or have any questions about the trading process?
     
  • Sample 03
    Hi! It's {{1}} from ABCTrade. I see that you've been trading in your real account📈 If you need assistance or have questions about your trades or the platform, please don't hesitate to contact me 
     
  • Sample 04
    Hello {{1}}! It's {{2}} from ABCTrade. I noticed you haven't traded in your real account for a while. Do you need any assistance or have any questions about trading? Let me know how I can assist you.

 

Education Portal

Hey there 👋🏼 

We’re constantly looking for ways to help improve your trading journey 📈 ABCTrade Resources is a free education tool that you might find helpful. Access this through your ABCTrade Client Portal by clicking on Resources or you can also learn more about it by watching it here ➡️ https://www.youtube.video

As always, just let us know in case you need any assistance. Thanks!

 

Referral

Start earning immediately, {{1}}! 

Refer your friends to ABCTrade, and you are both eligible for $25 cash. Text 'More Friends' to 12345 and obtain your referral link. 

If you need any further assistance, feel free to contact me here.

 

Follow-up/Feedback

  • Sample 01
    Hi {{1}} 👋🏼 This is your account manager from ABCTrade.

    We have some exciting new opportunities that I believe would suit you. Let me know when we could jump into a quick call to discuss more 📞 Thanks!
     
  • Sample 02
    Hi! This is {{1}} from ABCTrade. I hope this message finds you well. As your account manager, I wanted to touch base and see if you have any questions or concerns regarding your account. Please don't hesitate to reach out if you need any assistance.
     
  • Sample 03
    Good day 👋🏼 It's {{1}} from ABCTrade. I just wanted to thank you for choosing us as your trading partner. We value your business and are committed to providing you with the best possible trading experience. If you have any questions or feedback, please let me know.
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