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How Do Manufacturers Track Co-Op Marketing Execution with MOPS?

Operationalize MDF & co-op programs by standardizing requests, governing funds, and capturing proof-of-performance across channels—then roll up ROI by distributor, region, and product line.

Schedule Your Manufacturing Growth Session Get the Revenue Marketing eGuide

Track co-op execution by centering everything in MOPS: intake (standard forms & eligibility), funds control (budgets, encumbrances, reimbursements), asset governance (brand & offer libraries), and measurement (UTMs, campaign IDs, receipts, and distributor attribution). Connect to CRM/ERP for claims validation and sell-out correlation, and publish distributor scorecards monthly.

What Matters in Co-Op & MDF Operations

Single Intake — One form per activity with required proof (creative, insertion order, invoices) and clear approval SLAs.
Funds Governance — Budget by distributor/product, pre-approve, encumber, and reconcile reimbursements automatically.
Standardized Tracking — Mandate UTM templates, campaign IDs, and unique promo codes to tie claims to results.
Proof-of-Performance — Collect creative, screenshots, and spend docs; auto-reject incomplete or off-brand submissions.
ERP & CRM Sync — Match claims to POs/invoices and attribute influenced pipeline & sell-out revenue.
Scorecards — Rank distributors on activity mix, compliance, CPL/CPO, and revenue impact to guide next-quarter funds.

The Co-Op Execution Playbook for MOPS

Use this sequence to make co-op programs auditable, performant, and scalable across your channel.

Define → Govern → Enable → Track → Reimburse → Correlate → Optimize

  • Define program rules: Eligible tactics, funding % caps, required assets, blackout terms, and SLAs.
  • Govern budgets: Allocate by distributor & product line; encumber on approval; maintain real-time remaining balance.
  • Enable distributors: Offer brand-approved templates, landing pages, and content syndication with UTM builders.
  • Track execution: Require campaign ID, UTM set, and creative proof; auto-ingest metrics from MAP/Ad platforms.
  • Reimburse accurately: Three-way match claim ↔ activity ↔ invoice; reject partial or non-compliant items.
  • Correlate to revenue: Join contact/account touchpoints to opportunity and sell-out data via CRM/ERP sync.
  • Optimize funds: Quarterly scorecards to reallocate MDF toward best-performing partners & tactics.

Co-Op/MDF Maturity Matrix

Capability From (Ad Hoc) To (Operationalized) Owner Primary KPI
Intake & Approvals Email requests Standard forms, SLAs, automated routing MOPS Cycle Time to Approval
Funds Control Spreadsheet budgets Encumbrance & real-time balance by distributor/product Finance + MOPS % Budget Utilization (on-policy)
Execution Tracking Missing UTMs UTM templates, campaign IDs, and PoP uploads enforced MOPS Compliant Activity %
Attribution Clicks & leads only Influenced pipeline, win rate, and sell-out correlation RevOps ROI per Distributor
Optimization Even distribution Scorecard-driven MDF reallocation Marketing + Finance Cost per Order (CPO)

Client Snapshot: Co-Op Compliance from 62% → 95% in 2 Quarters

A global manufacturer centralized co-op intake and enforced UTMs + proof-of-performance. Result: 95% compliant activities, 32% MDF reallocated to high-ROI distributors, and 18% lower CPO after revenue correlation.

Treat co-op as a performance investment: standardize, enforce, and measure. Then move MDF where it drives the most revenue—not the most requests.

Frequently Asked Questions about Co-Op Tracking

What proof-of-performance is required?
Creative files, screenshots, flight dates, invoices, and links with UTMs. Claims are matched to approved activities before reimbursement.
How do we ensure UTMs are used correctly?
Provide a locked template (source/medium/campaign/content) in the request form and auto-validate links before approval.
Can MOPS connect to ERP for reimbursements?
Yes. Sync approved claims to ERP for three-way match and payment status; sync back final status to close the loop.
How often should we publish distributor scorecards?
Monthly for visibility; quarterly for MDF reallocation decisions across regions and product lines.

Make Co-Op Funds Drive Measurable Revenue

We’ll help you standardize co-op intake, enforce compliance, and connect claims to revenue outcomes.

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