Migrate your eTrigue data

Prospects are the primary contact object in eTrigue. Standard fields (name, email, company, phone) export cleanly via CSV. We map Prospects 1:1 into Contacts in most destination CRMs, preserving email, company name, and status (Active / Opt-Out) as standard fields.

eTrigue supports Boolean, Text, and other custom field types defined under Settings > Prospect Settings > Prospect Fields. Boolean fields store a true/false with custom labels per value. We handle type mapping individually — Boolean maps to checkbox/dropdown depending on destination, and Text maps to single-line text.

eTrigue calculates composite Lead Scores from five sub-components: Campaign Score, Activity Score, Source Score, Relationship Score, and Buy Time Score. These are stored as separate numeric properties on the Prospect record. We preserve all five score dimensions as custom numeric fields in the destination so the scoring model can be rebuilt or compared.

The 3D Lead Scoring model enriches standard scoring with content-type engagement weighting. We export the 3D score as a composite value and note that destination platforms may not have a native equivalent — we map it to a custom numeric field.

Campaigns are the central organizing object for all marketing activity in eTrigue. We map campaign names and response data to the destination's equivalent campaign or program object. Email send history tied to campaigns requires field-level mapping since not all CRMs model campaign members identically.

Each Prospect has an Activity History that records page views, email opens, form submissions, and campaign responses with timestamps. We export this as a structured activity log and map it to the destination CRM's activity or engagement timeline, preserving the sequence of events.

Landing pages are built in eTrigue's editor and host progressive forms. We export the form field definitions and map them to the destination CRM's equivalent form or web-to-record setup. Styling and layout do not carry over — only the field names and types.

eTrigue's Scheduled Exports feature allows recurring CSV exports from the Prospects list using saved search criteria. We note the criteria used in any active schedules so we can replicate the same segmentation logic in the destination's query or filter system.

Content Types are used internally to classify prospect engagement with different content categories. We export these as tag or label values and map them to the destination's tagging system.

For customers using eTrigue Lead Accelerator for partner channel programs, partner organization data is often stored as a custom field or related entity. We map this to the destination's account or organization field and flag for review any partner-specific scoring logic that may need manual recreation.