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            Use the Allocate Market Development Fund Template Flow

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            Use the Allocate Market Development Fund Template Flow

            Use this template flow to allocate a market development fund to a member.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions that have Loyalty Management enabled.
            User Permissions Needed
            To use the template flow:

            Loyalty Management

            AND

            Create on Partner Fund Allocation

            AND

            Create on Partner Marketing Budget

            This flow allocates a market development fund to members to drive demand and provide incentives to channel partners. For example, when a member reaches the Gold tier, a partner fund allocation is created for the channel partner against the partner marketing budget. 

            1. To see the template flow, in Flow Builder, go to Allocate Market Development Fund flow.
            2. If necessary, update the flow, and click Save As to save it as a new flow.
            3. Activate and use the flow.

            After you create the flow, create a Benefit Action. Select the updated flow while executing the Benefit Action. As needed, update the other fields and input variables of the Benefit Action.

            Note
            Note To add benefit actions to the Allocate Market Development Fund flow, you need either the B2C - Loyalty, B2C - Loyalty Plus, B2B - Loyalty, Loyalty Management - Growth, or Loyalty Management - Advanced license enabled in your org.
             
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