Create an Investment Campaign

The Create Campaign page is available only to accounts approved for the Consultant role. Consultants use this wizard to define the campaign information, required investment, expected return, commission structure, and schedule before publishing the campaign to users.

The wizard contains five steps:

1. Basic Information
2. Investment Parameters
3. Commission Structure
4. Schedule & Duration
5. Review & Create

Consultants only

Regular users cannot create campaigns. If Create Campaign is not available, check the Consultant application status, account role, and approval status.

Open the Create Campaign wizard

1. Sign in with an account that has the Consultant role.
2. Open Entrusted Investment.
3. Go to the Consultant’s My Campaigns management page.
4. Select Create Campaign.
5. The Create New Campaign modal opens.
6. Complete all five steps, then select Create Campaign in the final step.

Use Previous and Next Step to move through the wizard. The interface may also allow you to reopen a completed step from the progress bar.

Step 1: Basic Information

The Basic Information step defines how the campaign is presented to users.

Step 1 collects the campaign name, descriptions, maximum members, and currency type.

Campaign Name

Enter a short and recognizable campaign name.

The name should:

• Reflect the campaign objective or style.
• Avoid unsupported profit guarantees.
• Avoid impersonating another brand, organization, or Consultant.
• Avoid misleading wording.

Campaign Description

Explain:

• The investment strategy.
• Campaign goals.
• Intended participants.
• Risk level.
• What investors can expect.
• Important limitations or conditions.

Each required description must contain at least 10 characters.

The form supports multiple languages:

1. Enter the description in the default language.
2. Select Add Translation.
3. Select another language.
4. Enter the corresponding description.
5. Remove an additional language when it is not required.

Review machine-translated content before publishing, especially text related to returns, commissions, and risk.

Maximum Members

Enter the maximum number of investors allowed to join.

This value determines the Maximum Total Pool:

Maximum Total Pool = Required Investment Amount × Maximum Members

Once Member Capacity is reached, new users may no longer be able to join.

Currency Type

Select the currency used for campaign transactions. Confirm that the selected asset is currently supported by the platform.

Step 2: Investment Parameters

The Investment Parameters step defines the minimum capital per member and the Expected Return Rate.

Step 2 defines the required investment amount, expected return rate, and investment summary.

Required Investment Amount

Required Investment Amount is the minimum amount each member must allocate to join the campaign.

Example:

• Required Investment Amount: 1,000 USDT.
• Maximum Members: 50.
• Maximum Total Pool: 50,000 USDT.

Set an amount appropriate for the strategy, target users, and the campaign’s management capacity.

Expected Return Rate

Expected Return Rate is used to calculate the projected benefit for investors.

After the campaign is created, this value may appear as the Committed Return Rate, Commitment, or expected return on campaign screens.

Not a guaranteed return

Expected Return Rate is a projection. Actual results depend on campaign performance and applicable campaign conditions.

Investment Summary

The Investment Summary automatically displays:

Metric	Meaning
Per Member Investment	Required Investment Amount for one member.
Maximum Total Pool	Required Investment Amount multiplied by Maximum Members.
Expected Return Rate	The expected-return percentage entered in the form.

Review these values before selecting Next Step.

Step 3: Commission Structure

The Commission Structure step defines the Consultant’s share of campaign profit and the portion shared with eligible Agency Partners.

Step 3 configures the Consultant commission, Agency sharing rate, and commission preview.

Consulting Commission Rate

Consulting Commission Rate is the percentage the Consultant earns from the campaign’s total profit.

Example:

Total Campaign Benefit: 12,500 USDT

Consulting Commission Rate: 15%

Consultant Commission Before Sharing = 12,500 × 15% = 1,875 USDT

Agency Sharing Rate

Agency Sharing Rate is the percentage taken from the Consultant Commission and shared with eligible agencies.

It is not deducted directly from the campaign capital or from the participant’s entire profit.

Example:

Consultant Commission Before Sharing: 1,875 USDT

Agency Sharing Rate: 20%

Agency Share = 1,875 × 20% = 375 USDT

Estimated Consultant Net Commission = 1,875 − 375 = 1,500 USDT

Commission Breakdown Preview

The preview may display:

Metric	Reference calculation
Total Campaign Benefit	Total pool × Expected Return Rate
Consultant Commission Before Sharing	Total benefit × Consulting Commission Rate
Agency Share	Gross Consultant commission × Agency Sharing Rate
Estimated Consultant Net Commission	Gross commission − Agency Share

These are estimates based on the entered parameters. Actual values depend on participating members, actual capital, and campaign performance.

Both percentage values must remain between 0% and 100%.

Step 4: Schedule & Duration

The Schedule & Duration step defines when the campaign begins, how long it runs, and when it ends.

Step 4 sets the campaign duration, start date, end date, and timeline.

Campaign Scheduling Requirements

The wizard applies these conditions:

• The campaign must start at least 7 days from the current time.
• The minimum campaign duration is 14 days.
• All times use the UTC timezone.
• The default start time may include an additional two-hour safety buffer to avoid failing the minimum-start validation during submission.

Campaign Duration

Enter the number of days the campaign will run. The platform requires at least 14 days.

Choose a duration based on:

• The actual strategy.
• Capital-management requirements.
• Expected volatility.
• The period during which you can actively manage and remain responsible for the campaign.

Start Date

Select the start date and time in UTC.

When the selected time is too close, the interface displays:

Campaign must start at least 7 days from now (UTC).

End Date

The End Date is calculated automatically in UTC from the Start Date and Campaign Duration.

Review it before continuing. To change the End Date, adjust the duration or Start Date.

Campaign Timeline

The Campaign Timeline displays:

• Campaign Launch
• Campaign End

Use this preview to verify the campaign period before moving to the final step.

Step 5: Review & Create

The Review & Create step summarizes all campaign data.

Step 5 lets the Consultant review all campaign information before creating the campaign.

Campaign Overview

Review:

• Campaign Name.
• Maximum Members.
• Currency Type.
• Risk Level.
• Campaign Image, when provided.

Campaign Descriptions

Review every language and confirm that:

• No required content is missing.
• Translations have the same meaning.
• No wording creates a misleading guarantee.
• Return, commission, and risk information is consistent.

Investment Details

Review:

• Required Investment Amount.
• Expected Return Rate.
• Maximum Total Pool.

Commission Structure

Review:

• Consulting Commission Rate.
• Agency Sharing Rate.
• Consultant Commission Before Sharing.
• Agency Share.
• Estimated Consultant Net Commission.

Timeline

Review:

• Campaign Duration.
• Start Date.
• End Date.
• UTC timezone.

Create the campaign

When all information is correct:

1. Select Create Campaign.
2. Wait while Creating Campaign… is displayed.
3. After success, the interface displays Campaign created successfully.
4. The campaign list is refreshed.
5. Open the new campaign and verify its displayed information.

Common errors

Message or situation	Resolution
Description is invalid	Add at least 10 characters for the required language.
Required campaign fields are invalid	Return to the marked step and correct the affected fields.
Start Date is too early	Select a time at least seven days from now in UTC.
Duration is too short	Use a duration of at least 14 days.
Percentage value is invalid	Keep the Consultant Commission and Agency Sharing values between 0% and 100%.
Campaign could not be created	Keep the entered data, check the connection, and try again. Contact Support if the error continues.
Create Campaign is missing	Check the Consultant role and approval status.

See also

• Browse Investment Campaigns
• Consultant Campaign Management
• Campaign Details
• Consultant Profile
• My Investment Campaigns
• Campaign Metrics Glossary
• Consultant Agreement