Bookshelf v7.5.3: Assigning Awards to the Campaign Quota Objective

Siebel Marketing Guide > Campaign Plans and Campaigns > Setting Up Campaign Quotas >

Assigning Awards to the Campaign Quota Objective

Quota plan participants may receive awards for meeting campaign objective goals. A number of awards for different performance achievements may be set up using the Awards view tab list. These awards can then be assigned to quota objectives.

To assign predefined awards to a quota objective

Use the step in the following list that applies to your product:

In Siebel Marketing, from the application-level menu, choose View > Site Map > Campaigns > All Campaigns Across Organizations.

In Siebel Campaigns, from the application-level menu, choose View > Site Map > Campaign Administration > All Campaigns Across Organizations.

In the Campaigns list, select the campaign and click the Quotas view tab.

In the Quotas list, locate the quota plan and drill down on the Name hyperlink.

The quota plan details are displayed in the form, and quota objectives appear in the Quotas list.

In the Quotas list, select a quota objective and tab to the Award field.

Click the Award select button and, in the Pick Quota Incentive dialog box, select the award for meeting the quota.

After you click OK, the selection appears in the Award field.

In the Target Quantity field, click the calculator button and use the calculator to type the number of units that represents the quota target.

To create new awards

Use the step in the following list that applies to your product:

In Siebel Marketing, from the application-level menu, choose View > Site Map > Campaigns > All Campaigns Across Organizations.

In Siebel Campaigns, from the application-level menu, choose View > Site Map > Campaign Administration > All Campaigns Across Organizations.

In the Campaigns list, select the campaign and click the Quotas view tab.

In the Quotas list, locate the quota plan and drill down on the Name hyperlink.

The quota plan details are displayed in the form, and quota objectives appear in the Quotas list.

Click the Awards view tab.

In the Awards list, create a new record.

Complete the necessary fields for the award.

Some fields are described in the following table.


Field	Comment
Amount	In the field, click the arrow and use the calculator controls to type the dollar amount for the award. If the type is cash, then this is the amount of cash given with the award.
Award Date	In the field, click the arrow and use the calendar controls to specify the date the reward will be given.
Description	Type a description of the award.
Name	Type a reference name for the award.
Type	Select the award type from the drop-down list. Options are Dinner, Cash, Trip, and Other. Your administrator may change these values to reflect your company's requirements.