Managing a Partner's MDF Funds

If you're supporting your partners with (Marketing Development Funds (MDF), you can track the current status of a partner's assigned funds in the Funding Details page of their partner account.

You can also create a fund or funds and allocate them to the partner in the page.

To bulk upload MDF information and partner allocations, go to the Partner Management > MDF > Funding Summary page of Unifyr One Admin. For more information, see Uploading MDF Fund Information.

Note

MDF features need to be enabled on your system. Submit a request to your Unifyr One team if you want to use them. 

For more information about MDF support in Unifyr One Admin, see About Marketing Development Funds (MDF).

To allocate a new fund to a partner:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list, to open their account.
3. On the left-hand sidebar, go to the Marketing area.
4. Click Funding Details.

5. Click Add.

   

6. In Create MDF Fund, provide the following information, as required:

   Parameter	Type	Description
   Fund Type	Dropdown List	The Fund Type with which to categorize the fund (if you're using Fund Types). Select from the dropdown list - the list contents all Fund Types you have set up in Partner Management > MDF > Fund Types.  Note If any of your Fund Types have Default Fund Type set, this new fund will automatically be assigned that Fund Type. You don't need to select it here. For more information about Fund Types, see About MDF Fund Types.
   Fund Name	Text	The name of the fund.
   Entry Deadline	Date	The last date on which partners can submit requests to the fund.
   Allocated Balance	Text	The original amount allocated to the partner for this fund.
   Actual Balance	Text	The current balance - calculated by subtracting paid claims from the Allocated Balance.
   Available Balance	Text	The balance currently available for the partner to spend. If Unifyr One is integrated with your MDF Management system, this is the balance defined there.

7. Click Apply.
8. [Optional] If you track Marketing Development Funds with a 3rd party MDF Management tool, use Sync with MDF Provider to ensure that the balances shown in Unifyr One match your recordkeeping system. Unifyr One automatically syncs with the integrated system every two hours.