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Adding Market Development Fund Requests to Loyalty Promotions


You can add Market Development Fund (MDF) requests for expected or incurred expenses to a promotion. For more information about MDF requests, see Siebel Marketing User Guide.

To add MDF requests to a loyalty promotion

  1. Navigate to the Loyalty Promotions Administration screen.
  2. In the Promotions list, find the promotion to which you want to add MDF requests and click the hyperlink in its Promotion Number (#) field.
  3. If the promotion form's Active check box is selected, then click Modify.
  4. Click the MDF Requests view tab.
  5. Add one or more new records to the list, and complete the necessary fields in each record. Some fields are described in the following table.
    Field
    Description

    Fund

    MDF from which to draw the requested amount.

    Partner

    Partner that receives a benefit from the MDF disbursement.

    Due

    Date by which the funds are needed.

    Created

    Current date as of when the fund request was created. Automatically populated by Siebel Loyalty.

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