HOW TO GUIDES

Marketing Development Funds

(MDF)
GOT A GREAT IDEA FOR
A PALO ALTO NETWORKS’
MARKETING CAMPAIGN?
HERE’S HOW TO GET STARTED
Your marketing plan should We welcome plans that include 2 – 3 quarters activity. Plans need to be
complement the business submitted at least 6 weeks before the start of the next quarter. Palo Alto
Networks’ quarters are as below:
plan discussed and agreed
with your Exclusive Networks Q1 August – October Q2 November – January
Account Manager. Q3 February – April Q4 May - July

PROCESS FOR REQUESTING MARKETING DEVELOPMENT

FUNDING FROM EXCLUSIVE NETWORKS
Complete the MDF form Submit the MDF form along with
(Click here to download the master MDF a detailed proposal of what will
form and planning guide) be covered.
If marketing services are being supplied
Step 1: Step 2: by a 3rd party please submit any 3rd
party proposals

Submit the completed MDF form MDF requests will be reviewed

and supporting documentation to
your Exclusive Networks Product
Sales Specialist and Exclusive
Step 3: Networks Marketing Manager
by Product Sales Specialist,
Exclusive Marketing Manager,
Exclusive Networks Business Unit
Step 4: Director and Palo Alto Networks
EMEA Marketing Manager

Resellers will be expected to If approved, details will be added

co-fund activity to the Exclusive Networks lead
tracking sheet. You will be provided
with an Exclusive Networks project code.
Step 5: Step 6: This project code will start with the letters
‘PA’ followed by 3 digits. E.g. PA123. If
funding has been agreed with Palo Alto
Networks directly you will be issued with
an MDF number

This project number will No later than 3 weeks after the

need to be quoted on all activity has been completed,
communication in relation to you will need to submit
the agreed campaign activity documentation for your claim
Step 7: Step 8: and arrange your reimbursement

The following list of proofs of performance will need to be supplied to your

Palo Alto Networks Product Sales Specialist at Exclusive Networks and your
Exclusive Networks Marketing Manager.
Or where MDF submissions have been made directly by Reseller to the Palo Alto Networks
Step 9: Portal, you will need to login to the Palo Alto Networks’ partner portal and submit the
following as proof of performance:
a. 3rd party invoices only showing proof of cost
b. Photographs of offline activity (events/promotional items/adverts) and copies of related activity
(emails, social media posts, mailers, landing pages, infographics etc.)
c. For events, an agenda and images of the event with the Palo Alto Networks logo visible on
agenda and event images
d. List of leads/attendees in excel form. With full name, job title, company name, telephone
number and email address, with detail of area of interest where known
e. Details of potential pipeline, forecasts and any deal reg. information
f. Your invoice to Exclusive Networks for the amount agreed. To be addressed to Accounts
Payable, Exclusive Networks, Alresford House, Mill Ln, Alton GU34 2QJ.
This must reference the project code and MDF number (if supplied)

EXCLUSIVE NETWORKS MDF APPROVAL PROCESS

FOR PALO ALTO NETWORKS
Project code issued Marketing Approved claims
upon approval from activity processed and paid
Exclusive Networks executed
to authorise funding

Partner submits
request for
pre-approval via
Exclusive Networks
MDF Form

Partner submits
reimbursement claim, with
proof of performance and
invoice via Exclusive Networks
Product Sales Specialist and
Marketing Manager

Tel: 0845 521 7217

www.exclusive-networks.co.uk
PROCESS FOR REQUESTING
MARKETING DEVELOPMENT FUNDING
DIRECTLY FROM PALO ALTO NETWORKS
The Marketing Development Funds (MDF)
Program is a key benefit of the NextWave
Channel Partner Program, allowing Palo Alto
Networks to invest in marketing initiatives
that will drive mutual success.
The program reimburses partners for the qualified portion
of expenses incurred while executing pre-approved
marketing activities designed to engage and inform
customers, prospects and partners and drive demand for
Palo Alto Networks products, solutions and services.
Pre-Approval Process
• Your request should include all documentation defined
in the policy as well as total estimated cost, support
for that cost and cost requested for reimbursement by
Palo Alto Networks
• Request MDF
• Note: Only pre-approved requests qualify for
reimbursement
Request Reimbursement
• Simply include the required documentation defined in
the policy
• Request reimbursement
• Note: You have 90-days after the completion of the
approved activity to submit a reimbursement request

Resources
• Training Guide
• MDF Policy

PALO ALTO NETWORKS MDF APPROVAL PROCESS

PO issued upon Marketing Approved claims
approval from Palo activity processed and paid
Alto Networks to executed
authorise funding

Partner submits
request for
pre-approval via
NextWave Channel
Partner Portal

Partner submits
reimbursement claim,
with POP, via NextWave
Channel Partner Portal

Tel: 0845 521 7217

www.exclusive-networks.co.uk
Contact Us
Exclusive Networks
Alresford House
Mill Lane
Alton Join the conversation
GU34 2QJ #WeAreExclusive

0845 521 7217 Tel: 0845 521 7217

VCardwell@exclusive-networks.com www.exclusive-networks.co.uk