About Marketing Development Funds (MDF) Funding Details

Overview

You have access to different types of funds to support your marketing efforts. You might use marketing funds (MDF) 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.  

With Zift Partner Portal, you can track marketing expenditures, create claims to be reimbursed for services, or request pre-approval of service expenses.

Partners can click the wallet icon to display the Funding Summary page. From the Funding Summary window, select Funding Details.

  • Depending on the supplier’s chosen MDF model, funding will display in currency or points. The balance is shown here in currency ($):

    portal_mdf_wallet_icon.png

Before You Begin

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

View the MDF 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.

    portal_mdf_funding_details.png

  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 MDF

  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.

    portal_mdf_funding_details_action.png

  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 MDF funds.

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