Ordering Services from a Provider

You can order services provided by 3rd party providers in your partner portal. This process covers orders for both fixed price services and jobs that require an initial quote from the provider. 

1. Find the 3rd party service you want to order. See Find and Access Provider Services for more information. 
2. Open or activate the activity that describes the service.
3. Accept the quote from the supplier, if applicable. See How to Request and Accept a Quote for Provider Services for information. If the service has a fixed price, you won't need to do this step.
4. Provide this information:
   • Select a campaign - This will be required if you activated the activity outside of a campaign (for example buy picking a service in Marketplace). Here you can pick a campaign provided by your supplier (Browse Campaigns), pick a campaign you've already activated (My Campaigns) or create a completely new one (Create your Own Campaign).
   • Select a provider - Select the provider who will complete the activity. If there's only one available, the field is read only.
   • Select funds - Choose how to pay for the provider services:

     • MDF funds - If your supplier's using MDF funds, they're listed here for you to choose from. Your supplier will have decided what percentage of the cost can be reimbursed from MDF. To learn how to find out what MDF funds are available to you (if enabled by your supplier), see About MDF Funding Details.

       Your supplier may require a pre-approval/claim process to use your MDF allocation. For more information, see Get Started with MDF, Orders, and Marketplace and About Marketing Transactions.

     • Self Pay - If there's no funds available, or MDF will only reimburse part of the cost, click Add Self Pay Option to add the payment type Partner Funded.
   • [Optional] Provide order details - Provide additional information requested in the form or any special instructions to the provider.
5. Click Activate or Submit Order, depending on where you started your order. The order is submitted to the provider and is available in your My Orders (or equivalent) page for monitoring.