How to customize nomenclature of marketing planning hierarchy in Customer Intelligence 360 Plan?

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Each organization has its own vocabulary of marketing planning hierarchy. For example: An organization could have a marketing planning hierarchy as Plan > Program > Campaign and other could have marketing planning hierarchy as Plan > Campaign > Activity > Sub-Activity.

Customer Intelligence 360 Plan offers a flexibility in which you can define naming of objects as per your organization’s internal wording. To customize the names of the objects, follow the steps mentioned below:

1. Login to Customer Intelligence 360
2. Go to ‘General Settings’ under ‘Configuration’
3. Click on ‘Marketing Hierarchies’ under ‘Plans’
4. For each level’ click on ‘Edit’  icon
5. Provide the name
   

     6. Click on ‘Save’

     7. After the change in ‘Marketing Hierarchy’, sign out and sign in to reflect the changes