Video Guide:
Step by Step Guide:
1. Navigate to the MDF Tab 0:00
Open the Relevize platform.
Locate and click on the MDF tab in the left-hand corner.
2. Request Funds 0:15
Click on Request Funds.
Select your partner from the list.
3. Choose Activity Template 0:15
Choose an activity template from the list provided by your partner. Some partners have a single general activity request template while others have customized templates for specific activity types (i.e. Executive Dinner, Co-Sponsored Trade Show, Webinar, Golf Outing, etc).
4. Fill in Event Details 0:32
Enter the name of your event (e.g., Security Conference Chicago 2026).
Specify the amount of funds you are requesting from your partner.
5. Review Funding Details 0:47
Click on Next Step to review:
Amount requested from the partner.
Add your contribution to the event (if any)
6. Complete the Form 1:08
Fill out the required details. In the example from the video, the partner is requesting the following information about the activity which is a co-sponsored trade show:
Name of the trade show.
Start date and end date.
Location (e.g., Chicago).
Indicate the type of activation (e.g., co-sponsored booth).
State how leads will be captured (e.g., on an iPad).
Estimate the number of leads (e.g., 100 leads).
Project the expected pipeline value (e.g., $150,000).
Additional details as required by your partner.
7. Submit Request 1:46
When ready, click on Save and Send to Partner.
9. Save Edits as Draft 1:58
If not ready to submit, you can:
Save your changes as a draft.
Return to the draft later to edit.
Additional Notes
Ensure all information is accurate before submitting to avoid delays.
Check with your partner for any specific requirements or additional documentation needed.
Tips for Efficiency
Prepare all necessary information (event details, funding amounts, lead expectations) before starting the request process.
Use templates or previous requests as a reference to save time.