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 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.
Only users with the update permission granted on the workspace resource can create,
update, or delete folders. Usually only admin roles have this permission, unless you have created
custom roles.
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 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.
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.
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.