Managing Campaigns within MDF Requests

Partners can manage multiple campaigns within MDF requests through comprehensive campaign-level controls including editing campaign details, managing campaign-specific attachments, monitoring individual approval status, and coordinating campaign execution timelines. Campaign management enables partners to optimize marketing activities within approved requests while maintaining detailed documentation and status tracking for each individual marketing initiative.

Requirements

To manage campaigns within MDF requests, users must be assigned a security role with the following permissions:

• Partner user licensing with MDF access capabilities
• Campaign: Read (Controlled By Account), Create, and Edit (Account Only)
• MDF Request: Read and Edit (Controlled By Account)
• Attachment/File objects: Read, Create, and Edit (Controlled By Parent)
• MDF request must be in Draft status or reverted to Draft by administrators for editing capabilities

Understanding Campaign Management

Individual Campaign Control

Campaign-Level Independence: Each campaign within an MDF request maintains independent status, approval decisions, funding allocations, and documentation requirements, enabling granular management of complex marketing initiatives.

Status-Based Editing Control: Campaign editing capabilities depend on overall MDF request status, with full editing available during Draft status and restricted editing once requests are submitted or approved.

Approval Status Tracking: Individual campaigns receive independent approval decisions from channel managers, allowing mixed approval outcomes within single MDF requests for flexible program management.

Campaign Lifecycle Management

Draft Status Flexibility: Partners can freely add, edit, and delete campaigns while MDF requests remain in Draft status, supporting iterative planning and campaign optimization.

Submission Impact: Once MDF requests are submitted, campaign modifications are restricted to maintain request integrity during administrative review processes.

Post-Approval Management: Approved campaigns enable expense claim submission while maintaining campaign details for reference and reimbursement tracking throughout execution periods.

Accessing Campaign Management

Navigation to Campaign Management

From MDF Request Detail Page

1. Access the MDF request containing campaigns to manage from the MDF Requests list
2. Navigate to the Campaigns tab within the request detail interface
3. View comprehensive campaign list with status indicators and management options

Campaign List Interface

• Displays all campaigns within the request with key information including campaign names, types, dates, requested amounts, and approval status
• Provides direct access to individual campaign management functions including editing and deletion capabilities
• Shows campaign-level approval status and funding decisions for tracking and planning purposes

Editing Campaign Information

Campaign Detail Modification

Accessing Campaign Edit Interface

1. From the Campaigns tab, locate the target campaign for modification
2. Click Edit or select the campaign name to access campaign detail page
3. Access campaign editing interface with all configurable campaign parameters

Campaign Field Updates

Required Field Modifications

1. Campaign Name: Update descriptive name for marketing activity identification and administrative tracking
2. Campaign Type: Modify campaign type selection from predefined picklist values for proper categorization
3. Start Date: Adjust campaign commencement date based on planning changes or approval timeline modifications
4. End Date: Update campaign completion date considering execution requirements and claim deadline calculations
5. Requested Amount: Revise funding amount based on updated cost estimates or scope modifications
6. Description: Enhance or modify detailed campaign description to reflect current planning and execution strategies

Campaign Update Process

1. Modify required fields based on updated campaign planning and execution requirements
2. Update campaign descriptions to reflect current marketing strategies and expected outcomes
3. Adjust timelines and funding amounts based on revised cost estimates and execution planning
4. Click Save or Update to apply campaign modifications to the MDF request

Campaign Editing Restrictions

Status-Based Limitations

• Campaign editing available only when MDF request is in Draft status
• Submitted, Approved, or Declined requests prevent campaign modifications unless reverted to Draft by administrators
• Individual campaign approval status may further restrict modification capabilities depending on system configuration

Administrative Override

• Administrators can revert MDF requests to Draft status to enable campaign editing for corrections or updates
• Partners regain full campaign editing capabilities when requests return to Draft status
• Modified requests require resubmission following campaign updates and corrections

Managing Campaign Attachments

Campaign-Specific Documentation

Attachment Upload Process (if enabled in MDF Settings)

1. Access individual campaign detail page from the Campaigns tab
2. Navigate to campaign-specific attachment section or tab
3. Upload supporting documentation including marketing plans, vendor quotes, promotional materials, or execution timelines

Document Organization Strategy

• Use descriptive file names for efficient administrative review and approval processing
• Organize attachments logically by campaign phase, vendor, or document type for streamlined access
• Include relevant supporting materials that strengthen campaign justification and demonstrate preparation

Attachment Management Capabilities

File Upload and Organization

• Upload multiple files per campaign to support comprehensive documentation requirements
• Support various file types depending on administrator configuration and Salesforce attachment implementation
• Organize campaign-specific documentation separately from request-level attachments for clarity

Attachment Editing and Deletion

• Add or remove campaign attachments while MDF request remains in Draft status
• Modify attachment collections based on updated campaign planning and documentation requirements
• Maintain current and relevant supporting documentation for optimal approval consideration

Monitoring Campaign Approval Status

Individual Campaign Status Tracking

Campaign Status Display

• View individual campaign approval status within the Campaigns tab interface
• Monitor approval decisions independently for each campaign within multi-campaign requests
• Track campaign-specific funding decisions and reimbursement percentages assigned by administrators

Status Categories Understanding

• Draft/Pending Review: Campaign awaiting administrative review and approval decision
• Approved: Campaign approved for execution with specified reimbursement percentage and claim deadline
• Declined: Campaign rejected for funding with administrative rationale when provided

Approval Decision Monitoring

Funding Allocation Tracking

• Review approved funding amounts and reimbursement percentages assigned by channel managers
• Monitor claim expiration dates calculated based on campaign end dates and global deadline settings
• Track campaign-specific approval conditions and requirements for execution and reimbursement

Mixed Approval Management

• Understand that individual campaigns can receive different approval decisions within single MDF requests
• Plan campaign execution based on individual approval status rather than overall request status
• Coordinate approved campaigns while addressing declined campaign alternatives or modifications

Campaign Deletion and Removal

Campaign Removal Process

Delete Campaign Functionality

1. Access the target campaign from the Campaigns tab within the MDF request
2. Use Delete option or campaign management interface to remove campaigns from requests
3. Confirm campaign deletion to permanently remove campaign and associated data from the request

Deletion Restrictions

• Campaign deletion available only while MDF request remains in Draft status
• Submitted or approved requests prevent campaign deletion to maintain request integrity
• Consider campaign dependencies and overall request strategy before removing campaigns

Strategic Campaign Management

Campaign Portfolio Optimization

• Remove campaigns that no longer align with marketing objectives or resource availability
• Adjust campaign mix within requests to optimize approval likelihood and program effectiveness
• Maintain focus on highest-priority marketing activities through strategic campaign selection

Campaign Coordination and Planning

Multi-Campaign Strategy

Campaign Sequencing and Dependencies

• Plan campaign timelines to optimize marketing impact and resource utilization across multiple activities
• Coordinate campaign start and end dates to support integrated marketing initiatives and program objectives
• Consider approval timing and execution requirements when planning campaign sequences

Resource Allocation Planning

• Distribute requested funding appropriately across campaigns based on expected costs and marketing impact
• Balance campaign scope and complexity with available resources and execution capabilities
• Plan campaign mix to demonstrate comprehensive marketing strategy and program effectiveness

Campaign Optimization

Approval Success Factors

• Develop campaigns with clear objectives, realistic timelines, and appropriate funding requests for approval success
• Provide comprehensive campaign descriptions that demonstrate planning quality and expected business impact
• Include relevant supporting documentation that strengthens campaign justification and execution readiness

Execution Readiness

• Ensure campaigns are execution-ready with vendor relationships, timeline planning, and resource allocation completed
• Prepare for rapid campaign launch following approval to maximize marketing impact and timeline effectiveness
• Maintain campaign documentation and planning materials for reference during execution and claim submission

Integration with MDF Workflow

Request-Level Impact

Campaign Quality Effect: Well-managed campaigns with comprehensive documentation and realistic planning improve overall request approval likelihood and administrative review efficiency.

Strategic Portfolio Development: Effective campaign management within requests demonstrates partner marketing sophistication and strategic planning capabilities to channel managers.

Claims Process Preparation

Approved Campaign Foundation: Properly managed and approved campaigns provide clear foundation for subsequent expense claim submission and reimbursement processing.

Documentation Continuity: Campaign management documentation supports later claim validation and approval processes by maintaining consistent activity records and planning materials.

Best Practices for Campaign Management

Strategic Campaign Development

Comprehensive Campaign Planning

• Develop campaigns with detailed execution plans, realistic timelines, and appropriate resource allocation for approval success
• Include measurable objectives and expected outcomes that align with broader partner business goals and vendor partnership objectives
• Maintain consistency between campaign descriptions and supporting documentation for credible administrative review

Campaign Portfolio Balance

• Design campaign mix that demonstrates diverse marketing capabilities and comprehensive market approach
• Balance high-impact flagship campaigns with supporting activities for integrated marketing effectiveness
• Consider campaign dependencies and execution sequencing for optimal program coordination and resource utilization

Management Efficiency

Iterative Planning Process

• Use Draft status period effectively for campaign refinement and optimization based on planning evolution and resource availability
• Gather stakeholder input and vendor quotes during campaign development to ensure accurate planning and cost estimation
• Review and optimize campaign portfolio before submission to maximize approval likelihood and program effectiveness

Documentation Excellence

• Maintain current and comprehensive campaign documentation throughout the planning and management process
• Organize supporting materials logically for efficient administrative review and approval consideration
• Ensure campaign attachments and descriptions align consistently for credible campaign presentation and approval consideration

Campaign management within MDF requests provides essential capabilities for optimizing partner marketing initiatives through detailed campaign planning, comprehensive documentation, and strategic portfolio development that supports approval success and effective program execution.

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