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Creating Goals and Assumptions for Loyalty Promotions

You can create one or more goals for a promotion. For each goal, you can create one or more assumptions.

NOTE:  To create goals and assumptions for a promotion, you must first associate the promotion with a marketing campaign. For instructions on associating Siebel Loyalty promotions with Siebel Marketing campaigns, see the chapter on planning and budgeting in Siebel Marketing User Guide.

To create goals for a loyalty promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. In the Promotions list, find the promotion to which you want to add goals and click the hyperlink in its Promotion # field.
3. If the promotion form's Active check box is selected, click Modify.
4. Click the Goals view tab.
5. Add one or more new records to the Goals list, and complete the necessary fields in each record. Some fields are described in Table 13.

   Table 13. Fields in the Goals and Assumptions Lists

   Field	Comments
   Metric	Type of measure, such as currency or units, that the goal or assumption pertains to
   Number Format	If the metric is a numeric one, format in which the number is displayed
   Target Amount	If the metric is a currency one, money amount that the goal or assumption targets
   Target Qty	If the metric is a numeric one, numeric quantity that the goal or assumption targets
   Forecast Amount	If the metric is a currency one, money amount predicted for the goal or assumption
   Forecast Qty	If the metric is a numeric one, numeric quantity predicted for the goal or assumption

To create assumptions for a loyalty promotion goal

1. Navigate to the Loyalty Promotions Administration screen.
2. In the Promotions list, find the promotion to which you want to add assumptions and click the hyperlink in its Promotion # field.
3. If the promotion form's Active check box is selected, click Modify.
4. Click the Goals view tab.
5. In the Goals list, select the goal to which you want to add assumptions.
6. Add one or more new records to the Assumptions list below the Goals list, and complete the necessary fields in each record. Some fields are described in Table 13.