MDF
How to Associate a Supplier with an MDF Fund in Marketplace?
Introduction: This article outlines associating a supplier with a Market Development Funds (MDF) fund in a marketplace. The steps include checking configurations, creating a fund plan, and verifying the supplier organization. Additionally, the ...
What best practices are important to consider when setting up MDF or Co-op Funds?
Access: Don't have access to the Marketing Development Funds (MDF) or Co-op Funds module? Contact your platform administrator or support@mindmatrix.net for more information. Implementation: Operating an MDF or Co-op Funds module is a multi-step ...
Emails notifications in MDF requests
If an MDF fund is allocated to an organization, both the Partner user and the Channel Manager will receive email notifications. Below are the screenshots of the emails that the Channel Manager will receive with the subject - "MDF Fund assigned to the ...
How to Export an MDF Approval Plan as a CSV File
To access your list of MDF Approval Plans, go to the “Manage” tab, and then select “MDF Approval”. From there, select “MDF Approval Plans”. Click on the MDF Approval Plan that you wish to export, and then click on the “export” icon. Create a file ...
How do I Record an MDF Reimbursement?
1. Go to "Manage" > "MDF Approval" > "MDF Approval Request", and open the "Reimbursement Requested" tab. From there, select the MDF Request that you wish to Reimburse. 2. Enter the amount that you wish to reimburse, and then click "Save". 3. ...
How do I Request an MDF Reimbursement?
1. Go to "Manage" > "Fund Request" , then open the "Approved Requests" tab and select the request that requires reimbursement. 2. Go to the "Status" drop-down menu and select "Reimbursement Requested". 3. Enter the amount to be reimbursed, and then ...
How Do I Create MDF Plan Advanced Search Lists?
To create an MDF plan advanced search list, click on Manage > MDF Approval > MDF Approval Plans > Advanced Search. Click on the “create search list” option. Type in a name for your search list and then click on the "arrow" icon. Optional information ...
How do I submit an MDF fund request?
1. Go to Manage > MDF Fund Request > "Create Request". 2. Fill in the details then click "Save". 3. To view your requests once approved or rejected, you can view them in their respective folders from this same section (Manage > MDF Fund Request).
How do I review (and approve or reject) my MDF fund requests?
1. Go to Manage > MDF Approval > MDF Approval Request, and then click on one of the requests. You can also delete the MDF requests from the “Approved Requests, Reimbursement Requested, Partial Reimbursed, and Rejected Requests” folder. It also has a ...
How an MDF Approval Plan Can Help Marketing Managers Develop More Effective Campaigns?
This article is helpful for channel and marketing managers who manage marketing development funds (MDF) for various campaigns. MDF can help marketing managers create more effective campaigns by giving your partners the necessary tools to expand the ...
How do I create custom fields within a MDF fund?
You can add custom fields to MDF requests to obtain more information on behalf of the submitter OR even create internal fields for the Approver to update before they approve the request. To add a custom field to your MDF fund plans, follow the steps ...
How do I use the MDF Approval Plan creator to setup a fund plan?
Creating a fund plan Step 1: Click on Manage”, click to expand “MDF Approval” and then select “ MDF Approval Plans”. Note: On the Bridge platform, clients can personalize menu navigation to better suit the specific needs of their Users. Things may be ...
How to assign an MDF Plan to an Organization or Organization Group
Feature: This enhancement allows users to assign MDF Plans to multiple Organizations and/or Organization Groups. Who will be using this? This enhancement will be useful for enterprises that work with a large number of partner Organizations. (The ...