About Funding Details

Overview

Your supplier may have given you access to different types of funds to support your marketing efforts, which you can use to pay for meals, entertainment, social outings, sports outings, team meetings, and conferences. These engagements allow you to interact with your customers to build relationships.

You may have access to different funding resources. These resources might include:

• Marketing Development Funds (MDF), which are sometimes granted to partners by suppliers to drive sales and develop new business.
• Budgeted marketing funds, which are part of most company budgets. Budgeted funds are used to drive sales and develop new business.  

In the Funding Details page of your partner portal, you can view the funds you have available, and track spending and available balances.

Depending on the supplier’s chosen MDF model, funding will display in currency ($) or points (pts). 

Before You Begin

Be sure your supplier is providing MDF updates via the Partner Portal.

View your Available Funds

1. Navigate to the Funding Details page in your partner portal. The page lists all funds that your supplier has made available to you.

   

2. Filter the view by Fund Source to find the fund you want to view. The fund sources will vary by supplier and partner.
3. Click Sync Available Funds to update the funds.
4. Each Fund Source displays this information:
   • Fund Name: The name of the fund, as named by your supplier.
   • Allocations: The total amount allocated to you in this fund by your supplier.
   • Entry Deadline: The last date on which you can use the fund.
   • Claim Due Date: The last date on which you can submit a claim against this fund.
   • Paid: The amount already paid from this fund.
   • Available Balance: The amount left to spend.

View Campaigns with a Fund

1. Navigate to the Funding Details page in your partner portal. The page lists all funds that your supplier has made available to you.
2. Filter the view by Fund Source to find the fund you want to view. The fund sources will vary by supplier and partner.

3. Click the Action button next to the fund to go to the Browse Campaigns feature page.

   

4. Click the campaign name to see the eligible activities associated with the campaign. You can search for Campaigns and Offerings to execute with your funds.