Workspace organization

Hightouch provides folders and filters to organize and find your models and syncs, whether you have a couple dozen or a couple thousand. For example, you can use folders and filters to:

• Organize resources by department
• Structure your marketing campaigns
• Create a space for a particular team to work in

You can open and close the folder sidebar by clicking on the arrow directly right of the main app sidebar.

Folders

Folders are a way to organize your models, syncs, and audiences. You can place any of these into a folder. Once you select a folder, Hightouch displays all the models, syncs, or audiences in that folder. You can nest folders within each other without limit.

You can create, edit, and delete folders in the Syncs, Models, and Audiences overview pages.

Create folders

To create a folder, select New and enter your folder name.

Edit and remove folders

To edit a folder, click the three dots to the right of the folder name. Then select the appropriate action:

• Edit folder
• Remove folder
• Add subfolder

Removing a folder doesn't delete the underlying resources. Instead, if you remove a folder, all the related resources become unfiled.

Move resources to folders

To place a resource in a folder:

1. Select the resource or resources you want to move from the list.
2. Click Select action and select Move to folder.

You can also move a resource to a folder by clicking the three dots on the particular resource's overview page.

You can then move the resource to an existing folder or create a new one.

Folder hierarchy

Hightouch enforces a shared folder hierarchy across resources. Models and all the syncs attached to those models share a set of folders. Audiences and all the syncs attached to those audiences share a different set of folders.

Hightouch automatically places all the syncs attached to a given model in the same folder. Similarly, for a given audience, Hightouch puts all the syncs attached to that audience in the same folder. If you move a sync, Hightouch moves the attached models or audiences to the same folder.

Hightouch enforces this hierarchy to reduce the work needed to maintain folder sets across models and syncs.

Filters

Filters are a way to narrow down a long list of resources. They're helpful when your organization has recurring syncs spanning multiple folders that you want to monitor or access regularly.

Hightouch supports different filters depending on the resource.

Sync filters

You can filter syncs by:

• Destination
• Source
• Status
• Labels
• Created by (resource author)

Model filters

You can filter models by:

• Query type
• Created by (resource author)
• Labels

Audience filters

You can filter labels by:

• Sync status
• Created by (resource author)
• Labels

Apply filters

You can apply filters across multiple dimensions simultaneously. If you select multiple filters, Hightouch displays the intersection of these filters. For example, if you choose the filters Status: Healthy and Destination: Salesforce, you only see healthy resources that have Salesforce as the destination.

If you've selected a folder, filters apply only to it. Click All syncs, All models, or All audiences to view, filter, and search through a list of all resources.

Save filters

It can be helpful to access a specific set of filters with the click of a button. Hightouch lets you do this by saving a set of filters as a View. Once you select the set of filters you want to save, click Save as to persist them for later use.

Give the view a name, and select the saved view's visibility: either only visible to the user who made it or shared with the entire workspace. After clicking Save view, it appears under Saved views in the filter sidebar.

You can edit a set of saved filters after you've created them by making changes and clicking the Save dropdown.

Best practices

• Start with empty folders to create an initial structure for your workspace.
• Choose unique and descriptive names for folders so that it's easier for your teammates to collaborate.