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Customer Studio overview

Customer Studio is available as an add-on on Business tier plans.

Audience: Marketers, Platform admins, Data and analytics engineers

Customer Studio is a no-code audience builder where you define, activate, and manage audiences using data from your warehouse. It provides a visual interface for building audience logic and syncing users to tools like CRMs, ESPs, and ad platforms.

Learning objectives

After reading this article, you’ll understand:

  • What Customer Studio is and how it fits into your workflow
  • Who’s responsible for setup and day-to-day use
  • Key features available in each stage of the workflow
  • How to access Customer Studio in the Hightouch app

Overview

Customer Studio is a no-code audience builder for marketers. It allows you to define and manage customer audiences using your organization’s data, without writing SQL or relying on engineering support.

You can apply filters, traits, and real-time events to determine which users belong in an audience, then sync that audience to tools like ad platforms, CRMs, or email service providers (ESPs).

Because Customer Studio connects directly to your data warehouse, audiences remain current without manual list exports or updates. Data is not stored or copied unless explicitly configured.

Customer studio overview

Who uses it

RoleResponsibilities
Platform admins / Data teamsSet up sources and configure schema models, traits, and delivery controls
MarketersBuild, sync, and manage audiences for campaigns

Example: Target a high-value loyalty segment

Let’s say you want to create a campaign for users who meet any of the following criteria:

  • Placed an order in the last 2 weeks

  • Are part of your loyalty program

  • Have a lifetime value over $1,000

You can define this logic using filters in the audience builder, combine them with AND/OR conditions, and preview the matching users before activating the audience.

Once saved, you can sync this audience to multiple tools—such as Klaviyo for email or Facebook Ads for paid media—without rebuilding the segment in each platform.

Audience example

To access Customer Studio in the Hightouch app:

  1. Go to app.hightouch.com

  2. In the left sidebar, click Customer Studio

Customer studio sidebar

Core workflow

The Customer Studio workflow is centered around three core steps: setting up your data schema, building audiences, and syncing them to destinations. These steps form the foundation for targeting and activation.

1. Set up your schema

Data teams connect relevant tables—such as users, purchases, product views, or support tickets—and define how these tables relate to each other. This creates the foundation that marketers use to filter, segment, and personalize audiences.

Data schema

Define data schema →

2. Build your audience

Marketers use the visual audience builder to define which users should be included in a campaign. You can combine filters, traits, and event conditions—then preview audience size, inspect matching users, and fine-tune logic before syncing.

Build audiences

Build audiences →

3. Sync to your tools

Once saved, your audience can be synced to destinations like CRMs, ad platforms, or email service providers. Choose a sync method that fits your use case:

  • Scheduled syncs for batch delivery (e.g., daily Facebook Custom Audiences)

  • Real-time syncs for instant personalization (e.g., on-site or in-app experiences)

    New sync

Sync audiences →

Advanced personalization and management

After building and syncing your first audiences, you can layer on tools to support personalization, automation, testing, and compliance as needed.

Traits →

Custom calculated fields created by you and your data team. Traits allow you to use advanced logic—like scores, tiers, or rollups—in audience filters without writing code.

Traits

Insights →

A side panel that helps you analyze audience composition. Compare overlap with other audiences or break down members by attributes like geography or behavior.

Insights

Sampling →

A debugging and performance feature that limits audience previews to a small sample. Useful when working with large datasets or testing complex filters.

Sampling

Templates →

Reusable audience logic that helps standardize targeting criteria across teams. Use templates to ensure consistency and speed up campaign setup.

Templates

Snapshots →

A point-in-time export of an audience’s membership. Snapshots preserve historical lists for compliance, measurement, or backfills—independent of sync timing.

Snapshots

Journeys →

A visual builder for multi-step campaign logic. Use journeys to trigger actions based on real-time user behavior, apply branching rules, and automate follow-ups.

Journeys

Priority lists →

Tools for conflict resolution. Priority lists rank audiences so you can control which segment a user belongs to when they qualify for more than one.

Priority lists

Splits →

Divide an audience into randomized groups to run A/B or multivariate tests. Useful for comparing different campaign treatments or creatives.

Splits

Holdout Group Logs →

Allows organizations and marketers to accurately understand which rows were not synced to a destination and included in other split groups.

Holdout option

Destination rules →

Governance settings that apply conditions to when or how a destination receives data—for example, to prevent syncing users missing consent fields.

Destination rules

Subsets →

Reusable filters that scope which records can be synced to certain destinations. Useful for limiting syncs by region, subscription status, or compliance flags.

Subsets

OneTrust Native Snowflake App →

Connects Hightouch to your OneTrust consent management platform to automatically exclude opted-out users from audience syncs.

Onetrust

What’s next?

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Last updated: Jul 22, 2025

On this page
  • Learning objectives
  • Overview
  • Who uses it
  • Example: Target a high-value loyalty segment
  • Navigate to Customer Studio
  • Core workflow
  • 1. Set up your schema
  • 2. Build your audience
  • 3. Sync to your tools
  • Advanced personalization and management
  • What’s next?

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