Siebel Marketing User Guide > Planning and Designing Marketing 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

  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 Campaigns list, select the campaign.
  3. Drill down on the campaign name.
  4. Click the Design tab.
  5. In the Design link bar, click Quotas.
  6. In the Quotas list, drill down on the plan name.

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

  7. 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.

  8. 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

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

  6. In the Administration - Sales Quota link bar, click Awards.
  7. In the Awards list, create a new record.
  8. 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 value 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.

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