Hightouch offers folders, filters, and labels to help you organize and navigate your workspace, whether you're managing a handful of syncs or thousands. These tools allow you to:
Create dedicated spaces for specific teams
Organize marketing campaigns
Group resources by project, department, or any other dimension
You can show or hide the folder sidebar by clicking the arrow next to the main app sidebar.
Folders allow you to group your resources like syncs, models, and audiences. These resources can be placed into folders, and you can nest folders without limits.
Only users with the Workspace admin role can modify the folder structure
inside a workspace. Other roles can only add or remove syncs from existing
folders.
To edit or remove a folder, click the three dots next to the folder name and select an action.
By default, removing a folder won’t delete its contents. The resources will simply become unfiled but still accessible. If you want to delete the folder and its resources together, you’ll need to choose the last option from the dropdown menu.
Hightouch enforces a shared folder hierarchy across resources. Models and their attached syncs share the same folder structure, as do audiences and their attached syncs.
When you move a sync, Hightouch automatically moves its associated model or audience to the same folder. This helps keep your folder structure organized and consistent across resource types.
Multiple filters can be applied simultaneously to refine your results. Hightouch displays only resources that match all the selected filters. For example, if you apply Health: Unhealthy and Destination: Salesforce, only syncs that are unhealthy and connected to Salesforce will be shown.
If you're inside a folder, filters apply only to the resources within that folder. To filter across all resources, switch to All syncs, All models, or All audiences.
Labels in Hightouch are structured as key/value pairs and offer a flexible way to categorize and manage resources. Unlike folders, which group resources in a strict hierarchy, labels provide a more dynamic approach by allowing you to tag resources with multiple labels. This is especially useful when you want to organize resources across different dimensions that don't fit neatly into a folder structure.
For example, while you might use folders to organize resources by team or department, labels are ideal for tracking specific characteristics like campaign type (e.g., sms, email, push) or brand (e.g., Brand A, Brand B). Labels allow for more granular filtering and flexible organization across all resources, regardless of their folder placement.
Select the resources you want to label by checking their boxes. Click the Actions button at the top of the page and choose Add labels from the dropdown.
In the modal, enter your key/value pairs (e.g., brand = ACME). Labels can contain letters, numbers, spaces, underscores, and dashes. Then, click Save changes.