Sending Hightouch Data to Insider

Hightouch seamlessly connects your data warehouse with different business tools, which makes it easy to use your customer data across multiple platforms. With its simple interface and powerful features, Hightouch helps marketing teams create precise audience segments for personalized campaigns.

Essentially, Hightouch acts as a bridge, allowing you to efficiently share insights from your data warehouse with various tools.

In this guide, you will find answers to the following questions:

• How does Hightouch integration help?
• What are the supported syncing modes?
• How do you connect Hightouch to Insider?
• How do you set up the sync configuration?

How does Hightouch integration help?

Using Hightouch to transfer customer data to Insider enables you to run targeted marketing campaigns with ease. Whether you're targeting specific groups, re-engaging inactive customers, or offering personalized recommendations, Hightouch helps you make the most of your marketing efforts.

What are the supported  syncing modes?

How do you connect Hightouch to Insider?

To connect Hightouch to Insider on your Hightouch account, 

1. Go to the Destinations overview page and click the Add destination button. 

2. Select Insider and click Continue. You can then authenticate Hightouch to Insider.

Then, enter the following required fields into Hightouch:

• Partner name: This is your partner name. Navigate to InOne > InOne Settings > Account Preferences to copy your partner name. The partner name should be lowercase.
• Request token: This key is required to authorize your request. Refer to API Authentication Tokens to generate your token.

How do you set up the sync configuration?

Once you've set up your Insider destination and have a model to pull data from, you can set up your sync configuration to begin syncing data. To set up data syncing with Insider:

1. Navigate to the Syncs overview page.
2. Click the Add sync button to initiate the setup process.
3. Choose the appropriate model and select the Insider destination you want to sync with.

Syncing users

You can sync data from any source to Insider users.

Record matching

To match rows from your model with users in Insider, you need to select a model column and its corresponding Insider field. You can match based on any of the following fields:

• Email
• Phone number
• UUID

Field mapping

Hightouch allows you sync user fields through field mapping. You can map data from any of your model columns to default and custom user fields. If you send data for a custom field that does not exist, Hightouch automatically adds the field. Ensure your model columns data types match the data types of the fields you want to sync to.

Delete behavior

The delete behavior you select determines what action to take when a row is no longer present in the query results of your model. You have the following options:

• Do nothing: Keeps the user in Insider with all its synced fields.
• Clear: Clears all the mapped fields, but keep the user in Insider.

Syncing events

You can sync data from any source to Insider events.

Record matching

You can match rows from your model to events in Insider using any column in your model and any field in Insider. Make sure that the data types of the model column and Insider field you select match. Refer here for more details.

Field mapping

Hightouch allows you sync event properties through field mapping.

Syncing segments

You can sync data from any source to Insider segments.

List field

It is the name of the array field that has already been created in Insider's InOne panel This field will contain a list of segments the user belongs to.

Segment name

It is the name of the segment the sync will handle subscriptions for. This segment name will be added to or removed from the list field entered above as users' subscription statuses change.

Record matching

To match rows from your model to segments in Insider, you need to select a model column and corresponding Insider field. You can match on any of the following Insider fields:

• Phone number
• UUID

Field Mapping

Hightouch enables you to synchronize segment fields through field mapping. You can map data from any of your model columns to the default segment fields. Ensure that the data types of your model columns match the data types of the fields you want to sync to.

Syncing subscriptions

You can sync data from any source to Insider subscriptions.

Record matching

To match rows from your model to subscriptions in Insider, you need to select a model column and corresponding Insider field. You can match on any of the following Insider fields:

• Email
• Phone

Field mapping

Hightouch allows you sync subscription fields through field mapping. You can map data from any of your model columns to the default subscription fields. Make sure that the data types of your model columns match the data types of the fields you want to sync to.