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- CRM + Marketing Automation
- Data model and import order
The tables behind CRM + Marketing Automation
CRM + Marketing Automation ships with 18 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 18
- Features
- 7
- Change it
- Add fields and tables in Proto
How the model is organised
Programs and Audiences
Programs, program audiences, program steps, program exit rules, Goals and Members connect the journey to its entry and exit conditions.
Email Templates
Email templates links to program steps; Users references identify author, submitter and approver.
Member Execution
Members and member step history retain the cursor, timing and Step reference for each execution.
Engagement Capture
Engagements links to Leads through lead record and can correlate email templates and Programs.
Lead Scoring
Scoring model, scoring rules and score events preserve policy and contribution references; Programs can select a model.
Lists and Memberships
Lists and list memberships supply segments used by program audiences, program steps and scoring rules.
Suppression and Access
Unsubscribes links request identity to Leads and optionally Programs. Users and Users2 carry business and access identities.
Every table, by feature
- Programs and Audiences6
- Email Templates4
- Member Execution6
- Engagement Capture5
- Lead Scoring6
- Lists and Memberships6
- Suppression and Access6
- Programs
A nurture program: one journey with an entry audience, an ordered step sequence, exit rules and a goal.
Linked to Goals, Scoring model, Users - Program audiences
Entry criteria for a Program. A Lead enters when all Audience rows match.
Linked to Lists, Programs - Program steps
Ordered steps inside a Program. One row per step.
Linked to Email templates, Lists, Programs - Program exit rules
Exit criteria for a Program. A Lead exits when any Exit Rule row matches.
Linked to Programs - Goals
What a Program is trying to achieve. Reusable across Programs.
- Members
A Lead x Program enrollment record. One row per Lead per active enrollment.
Linked to Program steps, Programs, Leads
- Email templates
Reusable email assets used by Email-type Program Steps.
Linked to Users - Program steps
Ordered steps inside a Program. One row per step.
Linked to Email templates, Lists, Programs - Member step history
Each step a Member processes. One row per step execution.
Linked to Program steps, Members - Users
App users: admins, marketing managers, marketing operations, sales managers, sales reps.
Linked to Users
- Members
A Lead x Program enrollment record. One row per Lead per active enrollment.
Linked to Program steps, Programs, Leads - Member step history
Each step a Member processes. One row per step execution.
Linked to Program steps, Members - Program steps
Ordered steps inside a Program. One row per step.
Linked to Email templates, Lists, Programs - Programs
A nurture program: one journey with an entry audience, an ordered step sequence, exit rules and a goal.
Linked to Goals, Scoring model, Users - Program audiences
Entry criteria for a Program. A Lead enters when all Audience rows match.
Linked to Lists, Programs - Program exit rules
Exit criteria for a Program. A Lead exits when any Exit Rule row matches.
Linked to Programs
- Engagements
Per-Lead engagement events: opens, clicks, replies, form fills, page visits, content downloads, webinar attendance.
Linked to Email templates, Programs, Leads - Leads
Local lead identity and scoring, linked to existing marketing lead references. Unknown contact details remain blank.
Linked to Users - Email templates
Reusable email assets used by Email-type Program Steps.
Linked to Users - Programs
A nurture program: one journey with an entry audience, an ordered step sequence, exit rules and a goal.
Linked to Goals, Scoring model, Users - Score events
Per-Lead per-rule-fire event log. Every score change is one row.
Linked to Scoring rules, Engagements, Leads
- Scoring model
A reusable scoring rule set. A Program may inherit the global model or override with its own.
Linked to Users - Scoring rules
Per-rule scoring deltas. One row per rule.
Linked to Scoring model, Lists - Score events
Per-Lead per-rule-fire event log. Every score change is one row.
Linked to Scoring rules, Engagements, Leads - Engagements
Per-Lead engagement events: opens, clicks, replies, form fills, page visits, content downloads, webinar attendance.
Linked to Email templates, Programs, Leads - Leads
Local lead identity and scoring, linked to existing marketing lead references. Unknown contact details remain blank.
Linked to Users - Programs
A nurture program: one journey with an entry audience, an ordered step sequence, exit rules and a goal.
Linked to Goals, Scoring model, Users
- Lists
Named segments of Leads, used as audience filters and scoring inputs.
Linked to Users - List memberships
Per-Lead membership in a List.
Linked to Lists, Leads - Program audiences
Entry criteria for a Program. A Lead enters when all Audience rows match.
Linked to Lists, Programs - Program steps
Ordered steps inside a Program. One row per step.
Linked to Email templates, Lists, Programs - Scoring rules
Per-rule scoring deltas. One row per rule.
Linked to Scoring model, Lists - Leads
Local lead identity and scoring, linked to existing marketing lead references. Unknown contact details remain blank.
Linked to Users
- Unsubscribes
Global suppression list. Once a Lead is on it, no Program may send that Lead an email.
Linked to Programs, Leads - Members
A Lead x Program enrollment record. One row per Lead per active enrollment.
Linked to Program steps, Programs, Leads - Programs
A nurture program: one journey with an entry audience, an ordered step sequence, exit rules and a goal.
Linked to Goals, Scoring model, Users - Users
App users: admins, marketing managers, marketing operations, sales managers, sales reps.
Linked to Users - Users 2
Users
Linked to Users - Leads
Local lead identity and scoring, linked to existing marketing lead references. Unknown contact details remain blank.
Linked to Users
Keys and references
Preserve Lead text identifiers and Leads.lead key without manufacturing missing contact details. Resolve lead record separately and reconcile each source’s identity mapping. Keep codes such as template code, list code and model code with their original record identifiers. Branch true next and branch false next are sort order destinations, not record-reference columns. Preserve the published field types and existing helper values, including is active member, during import reconciliation. Members.steps completed counts member step history rows for that member, including wait and error outcomes; it is not a count of successful actions.
Users2.User references Users. Users.Role uses compact labels while Users2.Role contains spaced permission-role names. Test effective identity and access mappings during setup. Connect crm-leads for the qualification writeback and reconcile it to local Leads identity.
Migration order
- Resolve Users and Users2 identity and effective access mappings, retaining the configured role labels.
- Import known Leads identities, agreed Goals and Lists definitions. Reconcile unknown contact fields as blanks.
- Load scoring model and scoring rules, then email templates with genuine lifecycle evidence.
- Load Programs and their program audiences, program steps and program exit rules; resolve all destination and list references.
- Load Unsubscribes and reconcile global suppression before enrollment or sending. Load list memberships with dates and provenance.
- Map open Members cursors, member step history, Engagements and score events. Reconcile references and original timestamps before enabling dependencies or provider connections.
Set up CRM + Marketing Automation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.