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Technical setup (Data teams & engineers)

AudienceData engineers, data architects, analytics teams
Prerequisites
  • Platform and workspace setup
  • Data activation concepts

Connect your data warehouse, configure sync infrastructure, and prepare datasets so marketers can build and activate audiences directly in Hightouch.

Before you begin, review the Data activation concepts, which explain sources, models, syncs, destinations, and Change Data Capture (CDC). This article focuses on the hands-on setup work for data teams.


Setup steps

1. Connect your data

Connect your warehouse as the source of truth for all activation.

  1. Add your primary data source (e.g., Snowflake, Databricks, BigQuery, Redshift) from Integrations → Sources.
    Learn more about Sources

  2. (Optional) Connect additional data sources such as databases, APIs, or SaaS tools if they’re part of your activation strategy.

Reverse ETL flow: source → model → sync → destination

Hightouch syncs modeled data from your warehouse to destinations through sources, models, and syncs.


2. Configure sync infrastructure

Set up the systems that power reliable, performant syncs between your warehouse and marketing tools.

  1. Lightning Sync Engine
    Use Change Data Capture (CDC) to detect and sync only changed records. This enables features like Identity Resolution, warehouse sync logs, and audience holdouts.
    Lightning Sync Engine overview

  2. Warehouse Sync Logs
    Write sync metadata—such as row counts, errors, and rejected records—back to your warehouse for monitoring and visibility.
    Warehouse Sync Logs overview

  3. Destinations
    Connect downstream tools (e.g., Braze, Salesforce, ad platforms) where marketers will activate audiences and campaigns.
    Destinations overview


3. Define your schema

Define the data structure that marketers will use in Customer Studio to build audiences and campaigns.
This is typically a one-time setup owned by data teams.

  • Parent model: The main dataset (for example, your users table)
  • Related models: Supporting entities such as accounts, subscriptions, or products
  • Events: Timestamped actions (purchases, logins, cancellations)
  • Relationships: Connections between models via foreign keys

Schema overview

Schema builder

Data teams define parent, related, and event models. Marketers use these attributes in Customer Studio to build audiences.


4. Security and change management

Security and workspace-level governance are usually managed by IT or platform admins.

As a data team, coordinate with IT to ensure:

  • Environments are available for staging models and syncs
  • Audit logs and approval flows are enabled per compliance policies

Workspace setup (IT & admins)


5. Extend your setup (optional)

Add additional Composable CDP products to enhance audience accuracy, personalization, and activation.

  • Identity Resolution: Bring customer data together into unified profiles by merging records across identifiers (email, phone, device ID).
    Identity Resolution overview

  • Events: Stream or batch event data from your apps or warehouse to trigger campaigns when customers take action.
    Events overview

  • Match Booster: Improve ad platform match rates by enriching records with additional identifiers (e.g., emails or phone numbers).
    Match Booster overview

Learn how these products fit together in the Composable CDP overview →

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Last updated: Oct 6, 2025

On this page
  • Setup steps
  • 1. Connect your data
  • 2. Configure sync infrastructure
  • 3. Define your schema
  • 4. Security and change management
  • 5. Extend your setup (optional)

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