Migrate from Rule to HighLevel

Rule contact profiles map directly to GoHighLevel Contact records. Standard fields (name, email, phone) migrate 1:1. Rule's lifecycle stage and behavioral attribute properties map to custom fields on the GoHighLevel Contact, preserving the original Rule values for audit. Custom fields on Rule contacts (dropdown, date, numeric, text, multi-select) map to GoHighLevel custom fields with equivalent types. Multi-select fields require explicit mapping because GoHighLevel stores multi-select values as pipe-delimited strings in text fields unless configured as a custom type.

Rule account-level data tied to contact records maps to the Company Info section of GoHighLevel Contact. The account name becomes the Company field on Contact. Where Rule uses a separate account schema, we map the account name and domain and attach it to the corresponding Contact record. GoHighLevel does not have a separate Account object at Starter tier; account-level data lives as a denormalized Company field on Contact.

Rule segments are dynamic filter-based lists. We export segment definitions as filter logic rather than snapshots. In GoHighLevel, we recreate the same filter criteria as a Custom Filter on the Contact object and optionally apply the Rule segment name as a Tag on all matching contacts. This preserves the intent of the segment; the customer can refine the filter criteria in GoHighLevel after migration.

Rule email open, click, bounce, and unsubscribe events export as individual activity records. We map these to GoHighLevel activity log entries with the channel annotated as Email in a custom field and the event type (Opened, Clicked, Bounced, Unsubscribed) as the activity description. Whether GoHighLevel surfaces this history in its UI contact timeline depends on the plan and whether the activity log is configured to display custom entries.

Rule SMS engagement events (sent, delivered, replied, failed) export separately from email events because Rule tracks them in channel-specific logs. We map SMS events to GoHighLevel activity records with the channel annotated as SMS. GoHighLevel's two-way SMS is native; incoming and outgoing SMS on migrated contacts will appear in the GoHighLevel conversation inbox for contacts with active phone numbers.

Rule RCS and social media engagement events export as channel-specific event logs. We map them to GoHighLevel activity records with the source channel annotated in a custom field. GoHighLevel does not have native RCS or social media engagement tracking; these activity records preserve the historical record for audit but will not trigger new workflows in GoHighLevel without third-party integration.

Rule suppression lists (unsubscribed, bounced, blocked contacts) export as a distinct dataset. In GoHighLevel, we create an Unsubscribe Contact record for each suppressed contact, which prevents them from receiving marketing emails and SMS. This is GoHighLevel's native suppression mechanism; the customer should also set the contact status to Unsubscribed on the Contact record itself as a redundant flag.

Rule automation workflows contain trigger conditions, time delays, and channel actions. We do not migrate workflows as code because Rule's trigger-based workflow logic does not translate directly to GoHighLevel's block-based workflow builder. We deliver a written inventory of every active Rule workflow with its trigger type (event-based, date-based, tag-based), conditions, action sequence, and a recommended GoHighLevel Workflow equivalent. The customer's admin rebuilds each workflow in GoHighLevel's builder post-migration.

Rule campaigns group related automations and track aggregate performance metrics. We export campaign metadata (name, status, linked contact count) and recreate them as GoHighLevel Campaigns. Campaign engagement analytics are time-bound and do not replay in GoHighLevel; historical open and click rates do not carry over as active campaign metrics.