Add/Edit a MDF Plan

Overview

Market Development Funds (MDF) are financial incentives provided by vendors to their partners to support local marketing and sales activities. These funds are crucial for enabling partners to generate demand, promote products, and expand market reach, ultimately driving more sales for the vendor. The MDF Plans feature within the platform provides a structured way for administrators to define, manage, and track these co-marketing initiatives.

Each MDF plan outlines specific marketing activities, the total budget, the vendor's contribution (OEM Contribution), and the partner's required contribution. By creating detailed MDF plans, administrators ensure transparency and alignment with partners on marketing objectives and financial commitments. These plans often require approval before they can be activated, integrating with the platform's workflow capabilities to streamline the process from creation to partner engagement.

Accessing MDF Plan Management

Click the Add button.

Creating a New MDF Plan

This screen provides the interface for administrators to create or modify a Market Development Fund (MDF) Plan. MDF Plans are a core component of the Incentivize module, enabling vendors to define and manage co-marketing budgets and rules for their partners. This form captures essential details such as the plan's name, total funding amount, the respective contributions from the vendor (OEM) and the partner, the expected return on investment (ROI), and the plan's duration. Once configured, these plans govern the allocation and utilization of funds for partner marketing activities, ensuring alignment with program objectives and financial oversight.

Fill in the required details for the MDF Plan, specifying its name, financial contributions, currency, and timeframe.

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Plan Information