Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Process of 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. Before adding new quotas, add the appropriate Quotas, Awards, and Plan Participants.

Adding Quota Objectives to the Quote Plan

The following procedure describes how to add quote objectives to a quote plan.

To add quota objectives to the quota plan

1. Navigate to the Campaigns screen.
2. Click the campaign name.
3. Click the Design tab.
4. In the Design link bar, click Quotas.
5. In the Quotas list, click 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.

Editing Quota Objective Values

The following procedure shows how to edit quota objective values.

To edit quota objective values

1. Navigate to the Campaigns screen.
2. In the Campaign list, click the campaign name.
3. Click the Design tab.
4. In the Design link bar, click Quotas.
5. In the Quotas list, click 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 is 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.