There are a few different options for targeting a campaign.
This article covers;
As an admin user, you can see more detail than a general user regarding targets and progress.
To view target progress on a campaign targeted by stakeholder
If the campaign is targeted by stakeholder/sales reps you can see their progress by hovering over the campaign tile. This shows a list of names and how many bookings each person has made. If there is a target assigned, you can see the progress for this here too.
Here you can also see how you are doing overall with total bookings vs targets.
To edit the targets
Click Edit on the campaign, and click through to the Targeting page. Here you can see the targeting that has been applied to the campaign, and make edits.
In this example the campaign is targeted by Stakeholders (sales reps) however you can read more here about what other targeting is available.
*Please note that if you are reducing targets per stakeholder, you need to keep in mind any bookings they have made already as the revised target will need to be at least that amount.
To add a target to a stakeholder, search for their name in the search box. They will automatically be added once you select them with an allocation of 0. This means they can view the campaign and book for an infinite amount (stock and other restrictions allowing).
To set them a specific allocation, increase the number to suit.
To remove a targeted stakeholder, please use the red X button.
To edit targets for a territory allocation campaign
As we are in the Beta testing phase for this feature, please contact us on the IM widget for any changes to territory allocated campaigns.