Setting up your MDF Program

Before partners can request MDF sponsorship, you must set up your MDF program. These are some tasks that you may need to carry out, once your Unifyr One team has enabled the required MDF features. What you need to do depends on how you want your MDF system to work.

Your Unifyr One team can give you guidance on which of these tasks are required:

1. Work with your Unifyr One team to integrate Unifyr One with your MDF Management platform.

2. Add MDF pages or functionality to your partner portal.

   • Virtual wallet icon - partners can click to view and manage their MDF transactions

     This is done in your MDF Settings - for more information, see Managing MDF Settings.

   • Marketing Transactions feature page
   • Marketing Funds feature page (if Funds are enabled)
   • Marketplace feature bundle (if the Marketplace is enabled)

   For more information about adding pages to your portal, see Adding Feature Pages to the Partner Portal.

3. If you're working with claims and pre-approvals, configure these items as required:

   • Decide your workflow with your Unifyr One team

   • [Optional] Decide if you want to list transaction processing to pre-approvals or claims only

     Both transaction types are enabled by default. Submit a request to your Unifyr One team if you to implement restrictions.

   • Define any custom MDF data fields you want to use - for more information, see Adding Custom MDF Fields.
   • Define the MDF transaction statuses you want to use. For more information, see Customizing MDF Transaction Statuses.
   • Configure the Claim/Pre-approval forms to present to partners in the portal and to your users in Unifyr One Admin. For more information, see Form Configuration.
   • Set up notification recipients for events in the claim/pre-approval workflow - both supplier and partner recipients.
   • Decide what columns of information you want your Transactions listing to show. For more information, see Configuring your View of the Transactions list.

   For more information, see Transactions.

4. Set up your Fund Types, defining the name, amount, and dates for which they will be available to partners. This allows you to use different types of fund for different purposes, or for different recipients. For more information, see Create and Manage Fund Types.
5. Work with your Unifyr One team to specify individual fund approvers and any additional rules for the approvals. 
6. Assign funds to partners, either singly or in bulk.  For more information, see Managing a Partner's MDF Funds and Uploading MDF Fund Information.
7. Set up recipients of notifications about fund activity - both supplier and partner recipients. For more information, see Supplier Notifications and About Automations.