Migrate from ActiveTrail to HighLevel

ActiveTrail Contacts map directly to GoHighLevel Contacts. Each record carries email address, phone number, subscription status, behavioral tags, and custom field values. We use the contact email as the dedupe key during import and resolve any GoHighLevel Contact lookup IDs needed by other objects before those phases begin.

ActiveTrail behavioral tags map to GoHighLevel Tags applied at the Contact level. Tag names migrate as flat string assignments. Where GoHighLevel's tag taxonomy differs, we apply a name-mapping table during import so that downstream automation triggers referencing specific tag names fire correctly in GoHighLevel.

ActiveTrail Segments are dynamic contact groups built on filter conditions. The segment definition is exported as a rule-set document and rebuilt in GoHighLevel using the Tag-based filter or a GoHighLevel Contact Filter group. Static segments (contacts manually added) migrate as a Contact list.

ActiveTrail custom contact fields (text, number, date, dropdown) are mapped to GoHighLevel Contact Custom Fields. Dropdown fields require value mapping where the destination picklist options differ. We pre-create the GoHighLevel custom field schema before the Contact import phase so that field data is written in the same import pass.

ActiveTrail email campaign metadata (name, subject, sender identity, send time, audience size) migrates to GoHighLevel Campaigns. HTML template content migrates as brandable templates. GoHighLevel's campaign reporting replaces ActiveTrail's native analytics on a go-forward basis; historical open and click data migrates as notes on each Contact.

ActiveTrail SMS campaign metadata migrates to GoHighLevel Campaigns with SMS subtype. Phone numbers are normalized to E.164 format during import. SMS-specific constraints (character count, sender ID) are documented for the customer's team to verify against their GoHighLevel SMS sender ID configuration.

WhatsApp campaign metadata migrates to GoHighLevel WhatsApp Campaigns. However, contact consent must be re-verified because Meta's WhatsApp Business API does not transfer consent between Business Solution Providers. We flag all WhatsApp contacts requiring consent re-confirmation before the campaign is activated in GoHighLevel.

ActiveTrail automation journey definitions are exported as dormant blueprint documents containing trigger conditions, branch logic, delay timers, and channel actions. We do not migrate Journeys as live-running workflows because they execute on trigger events tied to live contact data. The customer's team rebuilds journeys in GoHighLevel's visual Workflow builder using the exported blueprint as their reference.

ActiveTrail landing pages are exported as HTML assets or documented as structural blueprints (page layout, form fields, domain mapping). They are reconstructed in GoHighLevel's Funnel builder or Site builder. Form fields embedded in landing pages are mapped to GoHighLevel form fields with the same field names and types.

ActiveTrail signup form definitions (field names, types, list associations, automation entry triggers) are documented and rebuilt in GoHighLevel Forms. The connection between form submission and contact list or automation entry is re-established by the customer's team post-migration using GoHighLevel's Form builder workflow trigger.