MDF
Channeltivity's Marketing Development Funds (MDF) Management Portal gives you everything you need to manage a successful MDF program (What are Marketing...
Tue, 18 Jul, 2023 at 11:21 AM
You can track the ROI of your MDF program by enabling the "ROI Statistics & Integration with Deal Registration" feature. Doing so will allow y...
Tue, 15 Feb, 2022 at 2:39 PM
Account Balance: The Account Balance is the amount of money in a Partner's Account. It reflects transactions such as Credits, Reimbursements and D...
Wed, 21 Mar, 2018 at 2:54 PM
MDF Transactions are exchanges or interactions that you make with a Partner that affect their Account Balance. Enabling the Balances and/or Fund Expiration ...
Wed, 22 Jan, 2020 at 11:05 AM
Channeltivity allows you to bulk-upload MDF Funds in CSV format. This article explains how. Step 1: Open the MDF Transactions Import Dialog Go to...
Wed, 23 Feb, 2022 at 5:30 PM
It's not possible to move an MDF Request to a different Partner Organization, but you can manually recreate the Request (with the same information) unde...
Mon, 21 Oct, 2019 at 4:30 PM
To delete an MDF Request, the status must be set to the "New Request" status in your approval workflow. You can change the status of a Request ...
Thu, 14 Oct, 2021 at 11:48 AM
If you need to quickly run a report that shows how much funding a Partner has in open MDF Requests (neither completed nor reimbursed) do the following: ...
Mon, 20 Feb, 2017 at 2:41 PM
There are a number of reasons why a Partner User might not be showing up in the MDF Request Owner dropdown:
The User doesn't exist.
The User is not...
Mon, 2 Oct, 2017 at 11:08 AM