Setup a MDF Campaign

Overview

Marketing Development Funds (MDF) allow partners to request funds that will be used to support their future marketing activities. The funds are drawn from budgets that your organization has previously authorized. The MDF module allows you to track the amounts available and the amounts spent.

MDF is designed as a hierarchical system that supports different levels of approval.

Campaigns are a tool for grouping the actions and activities that you take around a given initiative. Once you have created a Campaign, it will appear as a list option throughout Zift PRM. By associating actions with Campaigns, you will be able to measure their effect later.

Before You Begin

Log into PRM Admin with fundTask Level 3 rights.

How to Setup a Campaign

1. Navigate to Marketing > Setup.
2. Click Marketing Campaigns.
3. In the CampaignName field, provide a user-friendly name for this campaign. This is what will appear in drop-down lists of Campaigns.
4. Click Add Record.

Related Topics

• About Marketing Development Funds
• Manage Budget Group Types
• Create Budget Groups
• Manage Budgets
• Appoint Fund Approvers
• Manage Approval Levels
• Create a Fund Account
• Allocate Funds to Budget Groups
• Budget Allocation
• Budget Group Allocation