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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Smart contact data migration gets complex because different CRMs handle dynamic segmentation differently. Your source system’s smart lists and automated contact segments don’t translate directly to your destination platform’s list structure and segmentation logic.
Here’s how to preserve contact segmentation intent by transforming dynamic criteria into compatible list structures, even when the underlying segmentation technology differs between systems.
Transform dynamic segments with criteria mapping using Coefficient
Coefficientcan effectively handle smart contact data migration by transforming dynamic contact segments into compatible list structures. While you can’t directly replicate smart functionality, you can preserve the segmentation intent that drives your business processes.
How to make it work
Step 1. Export contacts with smart list criteria tags.
Pull contacts from each smart list in your source CRM into Google Sheets or Excel with identifying tags that show which segments they belong to. Include the underlying criteria data that drove the smart list membership for reference during transformation.
Step 2. Transform criteria logic into compatible property values.
SalesforceSalesforceUse filtering and conditional logic with spreadsheet formulas to recreate smart list logic in a format that works withor. Map complex source criteria to destination contact properties that can drive your new system’s smart list features.
Step 3. Create static lists through export functionality.
Use Coefficient to export contacts with appropriate segmentation properties to recreate your contact groupings. While these start as static lists, they preserve the contact groupings that matter to your business processes and campaigns.
Step 4. Map segmentation criteria to destination system properties.
Transform your source system’s segmentation logic into contact property values that align with your destination platform’s smart list capabilities. This creates the foundation for rebuilding dynamic segmentation using your new system’s features.
Step 5. Rebuild dynamic functionality in destination system.
After migration, set up smart lists in your destination system based on the contact properties Coefficient helped migrate. This recreates the dynamic segmentation functionality using your new platform’s native capabilities.
Preserve your segmentation strategy
Start transformingContact segmentation drives your marketing campaigns and sales processes. While the technology may change, you can preserve the segmentation logic that matters to your business by systematically transforming criteria and rebuilding dynamic functionality.your contact segments today.
