Before a Vendor can setup their MDF budget and provide partners with it, they need to setup users with permissions within the Vendor portal to review/process any incoming requests.

To setup your user permission go to "Account" > "Account Settings" > "Users"

From here hover over the designated user and select the grey dropdown arrow and select "Edit"

A popout of the user's profile/permission will appear, scroll to the bottom of the popup to see the permissions the user has.

A Vendor account will need a user with all of the following permissions or multiple users across the account with specific MDF permissions.

Adds and manages Activity Types and Proof of Performance for partner MDF requests

Adds and manages Guidelines and Requirements for partner MDF requests

Adds and manages MDF Budget

Sets up and manages Automated Funds Approval for MDF

Pays partners once funds are approved by POP Submissions Manager

Approves or denies MDF POP Submissions

May edit previously approved or denied MDF requests

Allocates funds to a partner

May approve or deny pending MDF requests

May edit previously approved or denied MDF requests

Once the correct users are setup then you can proceed to setup MDF.

The first step to setting MDF up is go to the MDF category. You will be met with four options: Dashboard, MDF Settings, MDF Management, MDF Partners, and POP Submission.

The MDF Dashboard will display the total balance of funds allocated.
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Available Balance: Shows the available balance of funds versus funds used.

Funds Requested: Displays the amount of funds requested, allocated, and paid.

Partners that have requested MDF: Displays the number of partners that have requested MDF as well as the total number of partners being managed in your account.

Partners that have funds paid: This shows the amount of partners that have received funds.

MDF Requests: Displays any MDF requests that have not been approved/denied.

Pop Submissions: Displays any POP submissions that need to be reviewed.

Top Partners: Shows which partners have leveraged MDF, Registered Deals, Won Deals, Generated Revenue, ROI, and assigned Account Manager.

Here you will be able to setup your MDF Budget, Activity Types, POP, Guidelines, and Requirements.

From the MDF Category select "MDF Settings" > "Add Budget".

A popout will appear where you can create your MDF budget. You will be able to add a Title, Budget, Fund Type, If you want the budget visible to partners, budget availability, as well as budget expiration.

Upon completion of the form it will populate under the "Manage Budget" category

Next, select "Activity Type and POP"

From here you will be able to add the Activity Types that you are currently granting MDF for, as well as pre-fill the required POP to make the approval process more convenient for both you and your partners.

To do this select "Add Activity Type"

After selecting you will be able to create an activity type for your partners to select as well as any POP requirements.

After creation, you will be able to view all of the created activity types, and POP requirements.

Now that activity types and POP submissions are completed Guidelines and requirements are up next. Select the "Guidelines And Requirements"

Here you will be able to provide guidelines and requirements for the partner request form by writing, uploading them, or both.

Upon completion of all MDF settings, partners will be able to submit MDF requests.

Here a Vendor can keep track of partner requests, approval status, and associated details all in one place.

On the dashboard you will be able to view pending MDF requests, how many requests have been approved, and any POP submissions waiting on approval.

You will also be able to view your "pipeline" of MDF requests from partners and what stage of approval they are in.

Here you can easily access a full list of your partners and allocate MDF to them while keeping track of their progress.

In this category, you can keep track of partner requests, approval status, and associated details all in one place.