Market Development Funds (MDF)

MDF programs let you allocate marketing funds to your partners. Partners can submit claims for marketing activities, and you can approve, reject, and pay out claims through the platform.

Where to find it: Click MDF in the main navigation. Requires the MDF module to be enabled.

The MDF page

The MDF page has two tabs: Programs and Claims.

Programs

Creating a program

Click Create Program.
Fill in the program details:
- Name: The program name.
- Description: What the program is for.
- Total Budget: The total amount of funds available.
- Funding wallet: Select which XTRM funding wallet to use (only if a payment provider is connected).
- Status: Active, Paused, or Completed.
- Start Date and End Date: When the program runs.
Click Save.

Budget tracking

Each program shows three budget figures:

Allocated: Total amount allocated to partners.
Available: Remaining budget that can be allocated.
Pending: Amount in pending claims.

Partner allocations

Open a program to add partner allocations. For each partner, specify the allocated amount. You can edit or delete allocations at any time. The system warns you if an allocation exceeds the available budget.

Claims

Partners submit claims for marketing activities. Each claim has:

Title: A name for the claim.
Activity Type: Event, Campaign, Content, Advertising, or Other.
Amount Requested: How much the partner is claiming.
Description: Details of the marketing activity.
Activity Date: When the activity took place.

Claim statuses

Pending: Submitted, awaiting review.
Approved: Approved for payment.
Rejected: Declined, with a rejection reason.
Processing: Payment is being processed.
Paid: Payment has been completed.
Archived: Archived and no longer active.

Approving and rejecting claims

As an admin or partnerships team member, you can:

Approve: Approve the claim and optionally adjust the approved amount.
Reject: Decline the claim and provide a rejection reason.

Paying claims

For approved claims, admins can click Pay via Provider to send the payment through XTRM. The funds are transferred from the program's funding wallet to the partner's wallet.

Partner portal MDF

Partners can view their MDF allocations and submit claims from the MDF room in their portal. Partners can see their allocated budget, available balance, and submit claims for activities they have completed.

Good to know

MDF requires the MDF module to be enabled on your account.
If a payment provider (XTRM) is connected, you can pay claims directly through the platform.
Claim amounts cannot exceed the partner's available allocation.
Archiving a program keeps partner allocations and claims intact.