Creating a Lead Campaign

Lead campaigns are used for two purposes within Aimbase. The first of those reasons is to associate paid ad campaigns to leads for tracking purposes. If you are placing paid media on behalf of a brand and would like to associate any leads that convert from those ads to a specific campaign (whether it is something general such as Evergreen or something more specific such as Product Launch), lead campaigns allow you to do so. The same mechanism is used to organize common campaign email sends and associate any leads that convert from those email sends back to the campaign. 

A single campaign can be used for both of the above scenarios. For example, if you were launching a new product for your brand and the strategy for promoting the launch included both paid media and a series of emails, you could create one campaign and insert it into the tracking elements both the ads and the email sends.


How to Create a Lead Campaign

1. Within Aimbase, navigate the Campaigns navigation item.


2. Click +Create to create a new Campaign.


3. Fill in all of the information for the Campaign. Be sure not to change the Code once you've saved the Campaign. If you would like people who engage with the Campaign via lead entry to receive additional points, be sure to put a value other than 0 in the Score field.


Utilizing Campaign Data

Once you've begun sending email campaigns, you'll be able to find the metrics of each email send within the campaign you associated it to. So find the data, click the Campaigns navigation in your install. Click into the lead campaign for which you are looking for data. 

On this campaign detail page you'll see a list of the emails that you've sent and associated to the campaign. For each email you'll see the message name, the list it was sent to, the send status, the date sent, the email name and the count of subscribers it was sent to.


Below that are the campaign statistics. This data represents the totals and averages for all emails sent within the lead campaign you're looking at. If you'd like to see data specific to an individual email send, click on the respective link in the name column within the above messages section.


Once you've clicked into a specific email send you'll also see details about the list(s) the email was sent to. Below the statistics data you'll see inclusions, and if there were any, exclusions as well. This will allow you to review the list(s) the email was sent to, how many duplicates it/they contained, bounces, unsubscribes, etc. When exclusions were also used you'll be able to see how many subscribers were removed from the send list as a result of that exclusion list.


Frequently Asked Questions (FAQs)

1. What is a lead campaign in Aimbase?

A lead campaign is used to associate paid advertising efforts or email sends with the leads they generate. It allows you to track which campaigns your leads originated from—whether from paid media or from common campaign email sends.


2. Why would I create a lead campaign?

Lead campaigns serve two main purposes:

  1. Tracking paid ad performance by linking leads back to specific marketing initiatives.
  2. Organizing and tracking email campaign results by associating email sends to a campaign so you can review engagement metrics later.

3. How do I create a lead campaign?

To create a campaign:

  1. Navigate to Campaigns in Aimbase.
  2. Click +Create.
  3. Complete the required campaign fields.
    Important note: Do not change the campaign Code after saving, as it is used for tracking and integration.

4. What is the purpose of the Score field?

The Score field adds points for people who engage with the campaign. Assigning a value (other than zero) can help track and prioritize higher‑value lead interactions.


5. Where can I find results from my lead campaigns?

Campaign performance metrics live within the Campaigns section:

  • Open the campaign to view a list of associated email sends.
  • For each send, you’ll see details such as message name, send status, date sent, and number of subscribers.
    Below the list, you’ll also find aggregate campaign statistics.

6. Can I view details for individual email sends within a campaign?

Yes. Clicking into an email send shows additional insights:

  • Who it was sent to
  • Inclusion and exclusion lists
  • Duplicates, bounces, and unsubscribes
    This helps you understand list composition and email performance at a granular level.

7. Why are exclusions and inclusions important in campaign reporting?

Inclusions show who was targeted by the send, while exclusions reveal how many subscribers were intentionally removed. These details help you confirm the accuracy of your list logic and understand the true reach of each email send.