Overview
MDF, or Marketing Development Funds, are funds that you make available to partners to support promotional efforts. There are many ways that funds can be used including sponsorship of events or other promotional costs.
In Unifyr MDF, you create budgets that are time-bound and have a defined monetary value in U.S. dollars. From these budgets, you can then create and distribute funds to partners that are used to manage the expenditures.
The Funding Summary helps a supplier review all monies and balances for all partners at a glance.
Partners will be able to see their funds via the Wallet in the Partner Portal.
Before You Begin
Verify that you are using MDF in Unifyr.
Intended Audience: Channel Sales Director and Channel Marketing Directors
Report Descriptions
These are the descriptions for the Budget Summary.
Helpful Tips:
- If using the currency-based MDF model, enter the amount for the fields below in cents. For example, $10.00 is entered as 1000, or $3,116.24 is entered as 311624.
- If using the points-based MDF model, enter the amount in whole numbers. These will be displayed as points (Pts).
| Parameter | Type | Description |
| Budget | Text | The name associated with the budget for organizational purposes in both Unifyr Admin and the Partner Portal. |
| Start Date | Date | The date the activity will start. If no date is entered the system assumes today's date. |
| End Date | Date | The date when the funds will expire. This may also be referred to as the Entry Deadline. |
| Allocations | Number | The original amount allocated to the fund. Also referred to as Allocations. |
| Paid | Number | The sum of claims approved and paid. |
| Actual Balance | Number | Allocated balance minus value of paid claims. |
| Approved | Number | The sum of orders that have been approved. |
| Pending | Number | The amount approved but not paid. |
| Available Balance | Number |
Allocated balance minus the value of paid, approved, and pending claims. If a pending order is canceled or denied, the order balance is returned. |
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