Managing MDF Settings

MDF, or Marketing Development Funds, are funds that you make available to partners to support promotional efforts on your behalf. For more information, see About MDF.

Note

The MDF feature needs to be enabled on your system. Submit a request to your Unifyr One team if you want to use it.

If MDF is enabled on your system, your administrator has some options with which to configure/customize the implementation.

Go to the MDF Settings page in   > Settings > Forms & Fields > MDF.

In this page, you have these tabs:

• MDF Settings
• Attachments

MDF Settings

In this tab, you configure general settings for your MDF system.

• Enable MDF Wallet - provide the MDF wallet icon in the partner portal toolbar, for partners who are entitled to use MDF support.

  Toggle the Active setting on to make the icon available.

  

  Partners can click the icon to access their Manage Marketing Transactions page (ensure this is provided in your portal site navigation), where they can create and progress their MDF pre-approvals and claims.

• Partner Groups - restrict access to MDF support to specific partners. If you don’t choose a group here, MDF support (if enabled) will be available to all partners.

• Require Attachments - specify whether partners must upload attachments to pre-approvals or claims before they can submit them.

  If you toggle an option on, a partner must ensure an attachment is attached to a pre-approval or claim before they submit it.

  The submission page in the portal shows the partner that attachments are required, and allows them to select what type of information they’re attaching:

  

  You set up the list of attachment types in the Attachments Type tab of the MDF Settings page. For more information, see Attachments.

• MDF Creation Page/Modal Option - confirm whether to provide the Create Pre-approval / Create Claim form to partners in pop-up modal or full page format.

  • Page mode

    

  • Modal mode

    

  Note

  As well as making the transaction easier to navigate, Page mode allows a partner to upload attachments to the transaction.

  Choose one of the options from the drop down list.

Click Save once you’ve configured all the settings you need.

Attachments

In this tab, you define the types of information you’ll permit to be included with MDF pre-approvals/claim submissions as attachments.

Note

Attachment Type doesn’t refer to the file type (XLS, PDF, etc.). It’s a descriptive term that you use to specify what types of information should support a transaction, for example Leads List or Receipt.

To set up an Attachment Type:

1. Navigate to   > Settings > Forms & Fields > MDF.
2. Go to the MDF Settings area in the left sidebar.
3. Click on the Attachments tab.
4. Click Add Attachment Type.

5. Provide this information:

   Property	Type	Description
   Attachment Type Name	Text	The name of the type. This will appear in the dropdown list for Type in the Add Attachment window.
   Description	Text	[Optional] Add more information about the type.

   Both supplier and partner users will see these options when adding an attachment to a transaction. This is an example from the partner portal:

   

6. Click Save.

To edit an Attachment Type, click next to it in the list.

To delete an Attachment Type, click .