Overview
Marketing Development Funds (MDF) can be granted to partners by suppliers to support sales and marketing efforts and to develop new business. The partner might use the funds to hire Providers to build custom marketing activities or pay for meals, entertainment, social outings, sports outings, team meetings, conferences, and more.
Fund Types allow you to categorize these funds and track how they are being spent.
Once you have set up your Fund Types, you can choose them when managing MDF information via either of these processes:
- Single partner - assign funds to the partner in the Funding Details page of their partner account. For more information, see Managing a Partner's MDF Funds.
- Multiple partners / funds - bulk upload and allocate MDF funds in the Partner Management > MDF > Funding Summary page. For more information, see Funding Summary.
Note
Take care when creating Fund Types, and they can't currently be deleted.
Before You Begin
If the MDF Fund Management feature is not available, submit a request to your Unifyr One team to have it enabled.
Understand the steps involved in setting up your MDF Program.
Training
Learn more with our training course:
You will be prompted to log into your CustomerONE account to access the links.
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