MDF

What is the MDF Module and how does it work?
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
What Is the MDF ROI Feature and How Does It Work With Deal Registration?
Channeltivity's MDF Management module lets you track the ROI of your MDF program. You can do this by enabling the "ROI Statistics & Integration...
Tue, 10 Oct, 2023 at 12:16 PM
What's the difference between the MDF Account Balance and Available Balance?
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
What are the different types of MDF Transactions?
MDF Transactions are exchanges or interactions that you make with a Partner that affect their Account Balance. Enabling the Balances and/or Fund Expiration ...
Mon, 12 Feb, 2024 at 4:43 PM
How Do I Import MDF Funds?
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
How do I move an MDF Request to a different Partner Organization?
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
How do I delete a MDF Request?
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
How can I Report on Fund Balances in Open MDF Requests?
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: ...
Tue, 31 Oct, 2023 at 2:43 PM
I'm trying to submit an MDF Request for a Partner, but they're not showing up in the MDF Request Owner dropdown. What's going on?
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