Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Setting Up Campaign Quotas >

Defining Quotas for the Plan

After you define the quota plan, add quota objectives that participants must meet to receive incentives. Prior to adding new quotas, add the appropriate Quotas, Awards, and Plan Participants.

To add quota objectives to the quota plan

1. Use the step in the following list that applies to your product:
   • In Siebel Marketing, navigate to the Campaigns screen.
   • In other Siebel applications, navigate to the Campaign Management screen.
2. Drill down on the campaign name.
3. Click the Design tab.
4. In the Design link bar, click Quotas.
5. In the Quotas list, drill down on the plan name.

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

6. In the Quotas list, create a new record.
7. In the Add Quota Objectives dialog box, select an objective and click OK.

Repeat Step 6 and Step 7 to add additional quota objectives to the quota plan.

To edit quota objective values

1. Use the step in the following list that applies to your product:
   • In Siebel Marketing, navigate to the Campaigns screen.
   • In other Siebel applications, navigate to the Campaign Management screen.
2. In the Campaign list, drill down on the campaign name.
3. Click the Design tab.
4. In the Design link bar, click Quotas.
5. In the Quotas list, drill down on the plan name.

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

6. Select the quota objective record and change values in the appropriate fields.

   Information about some fields in the quota objective record are described in the following table.

   Field	Comment
   Description	Contains a detailed summary of the quota objective. You can edit this field.
   Measure	(Read only) Values are Revenue and Units. You typically add a Target Amount quota for a revenue measure and a Target Quantity quota for a units measure.
   Quota Type	(Read only) Values are Amount and Quantity.

   The next time you select the quota record, your modifications appear.