The Marketing Development Funds Module simplifies the management of your entire MDF process, from the allocation of funds to tracking their use by your partners. Learn how the MDF module works in Channelvity here: What is the MDF module and how does it work?
Use the below instructions to configure the MDF module to fit your partner program needs.
Go to Settings > MDF > MDF Module Settings to enable the below features:
- Partner Balances & Fund Expiration (optional) - With the Balances feature enabled, you can issue funds to individual Partner Accounts and set expiration dates on the funds. Learn more about this topic here.
- Allocation Expiration (optional) - After an MDF Request is allocated, require that the Partner submits receipts within a certain period or the MDF Request is marked as expired.
- ROI Statistics & Integration with Deal Registration (optional) - When registering a Deal, Partners can indicate that the Deal originated from an MDF-funded activity and select the corresponding MDF Request. This allows you to show the ROI of your MDF program.
MDF Module Settings
Scroll down the page to set the field visibility requirements for the standard fields in the MDF module.
MDF Request and Transaction Field Settings
Continue down the screen to add page descriptions to the MDF pages to help Partners navigate through the MDF process.
MDF Page Descriptions
Customize the name of the MDF module by changing the terms used to describe MDF Requests.