Historical Data Sync Coverage
The Historical Data Sync feature only covers three specific modules from your CRM:
Accounts
Referral Sources
Referral Contacts
Alumni records are not included in the Historical Data Sync, which is why they don't automatically appear as subscribers in iCampaign.
Why Alumni Don't Sync Automatically
Even though your CRM may contain hundreds of Alumni records with email addresses, these won't automatically become iCampaign subscribers because Alumni falls outside the scope of Historical Data Sync. This is by design, not a setting that can be corrected.
Workarounds to Add Alumni as Subscribers
To get Alumni records into iCampaign as subscribers, you have two options:
Option 1: Manual Addition
Add Alumni one by one as subscribers directly in iCampaign
Navigate to Subscribers in iCampaign and use the manual add function
Option 2: CSV Bulk Import (Recommended)
Export your Alumni records from the CRM with at minimum: Email, First Name, Last Name
In iCampaign (desktop), go to Subscribers
Click Import
Upload your CSV file
After import completes, Alumni will be available as subscribers
Ongoing Process for New Alumni
New Alumni patients won't automatically sync to iCampaign in the future. You'll need to establish a process to:
Manually add new Alumni as subscribers in iCampaign, or
Periodically export and import new Alumni via CSV
Creating Alumni Segments
Once Alumni are in iCampaign as subscribers, you can target them effectively:
Go to Subscribers → Segments → New Segment
Create conditions using subscriber fields like tags (e.g., "Alumni") or other custom fields
Use this segment as your audience for Alumni email campaigns
⚠️ Note: Segments can only match existing subscribers. If no subscribers meet your Alumni criteria yet, the segment will show "no subscribers matched" until you import your Alumni records first.