Before You Begin
Confirm the field exists and is populated in your CRM module (e.g., Discharge Type in Intake Opportunities)
Verify you have the necessary permissions to create fields in iCampaign and run manual syncs
Identify which CRM object your iCampaign sync is based on (Accounts, Contacts, Intake Opportunities, etc.)
Steps
Create the custom field in iCampaign
In iCampaign, go to Subscribers
Click Manage Fields
Click Add custom field
Create a field with the same name and type as your CRM field (e.g., "Discharge Type")
Ensure the data type matches your CRM field
Save the field
Map the field from CRM to iCampaign
Configure the field mapping in your CRM integration settings
Ensure the CRM field is properly mapped to the new iCampaign field
Run a manual sync to update existing records
Navigate to your sync settings in the CRM
Select Account Records (or the appropriate object your iCampaign sync uses)
Choose the All Records option under action
Click Sync to Start the manual sync
Wait for sync completion
Allow 30 minutes to 2 hours for the sync to complete, depending on queue load
The sync processes existing records in batches
Verification / Expected Result
After the manual sync completes:
Check a few known records in iCampaign to confirm the new field is populated
The field data should now appear on subscriber records
You can use the field in workflow conditions and segmentation
Re-apply any workflow filters to see updated results
Troubleshooting / Common Errors
Only some records are syncing: This usually means only those records had data in the CRM field when they were originally synced. The manual sync should resolve this.
Field not appearing: Verify the field names match exactly between CRM and iCampaign, and confirm the mapping was saved correctly.
Sync taking longer than expected: Large datasets or high queue load can extend sync time. This is normal behavior.
Important Notes
⚠️ Manual sync is required: When you map a new field, existing records will not automatically backfill with the new data. You must run the manual sync to update all historical records.
💡 Tip: New records created after the field mapping will sync automatically in real-time. The manual sync only affects existing records.