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The lowest-friction way for a partner to ask for MDF is a link they can open and fill in from anywhere. A partner-specific link goes further: it attributes every request to that partner automatically, so the request is tied to the right allocation from the start. Reach for this when you want to drop a request path into an email, a Slack channel, or a portal message rather than relying on partners to navigate.

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What you’ll achieve

A shareable MDF request link partners can use immediately, with an optional partner-specific variant that credits each submission to the right partner so it lands against the correct fund and allocation.

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Before you start

1

Confirm the fund and its request form

A fund with its request form must exist on Marketing Funds. See Set up an MDF program.

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Watch it

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Steps

1

Open the form's share dialog

In Forms, open your form and open its Share form dialog.
2

Copy the link

On the Link tab, copy the general link to share with anyone, or the partner link to attribute every submission to a specific partner.
3

Send it to partners

Drop the link into an email, a portal message, a Slack channel, or anywhere your partners already are. A partner link credits that partner every time they a deal.

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Verify it worked

Open the link yourself, submit a test request, and confirm it appears in Submissions against the right fund. A partner link should show the submission attributed to that partner.

Request funds by embed

Capture requests on your own site or portal.

Run the MDF request-to-payout flow

Review and process the requests that come in.

Implementation reference

Full request and submission configuration options.