Overview:
Aimbase has a list feature that allows users to group people into a list for sending mass email communications. Aimbase's Add to List Zapier app that will allow users to create lists without the use of the Aimbase API. The following guide includes a walkthrough on how to set up Aimbase lead submission through the Aimbase Zapier Zap.
Authenticate with Zapier:
Steps to authenticate with the Aimbase Zapier can be found here.
Map Aimbase Zap Fields:
1. Now that you have completed the authentication step, you should see the "Action" screen on the right. This will contain all the fields from Aimbase which can be paired to fields from your App set up in previous steps. The “+” next to each field will give you a list of field option to pari with each Aimbase field.
The following fields are REQUIRED or available to map to add to a list in Aimbase successfully. Some are standard formats that can submit text/strings. Others are fields with values set up in Aimbase directly and can only be submitted using values set up in Aimbase.
| Field Name | Required | Format | Description |
| ListId | X |
INT | The list ID the list item is in. |
|
FirstName |
|
Max Length: 50 |
The list item's first name. |
|
LastName |
|
Max Length: 50 |
The list item's last name. |
|
Email |
|
Max Length: 80 |
The list item's email. |
| Address1 | Max Length: 64 | The list item's address row one. | |
| Address2 | Max Length: 64 | The list item's address row two. | |
| City | Max Length: 64 | The city of the list item. | |
| State | Max Length: 3 | State or Province code. | |
| PostalCode | Max Length: 10 | The postal code of the list item. | |
|
Country |
|
Max Length: 50 |
Country name. |
|
CountryCode |
X |
Max Length: 2 |
Aimbase accepts the ISO two-letter country codes |
| DealerId | INT | The list item's dealer ID (only accepts values already in Aimbase) | |
| DealerName | Max Length: 80 | The list item's dealer name. If entered, this must match what is in Aimbase. | |
| DealerNumber | Max Length: 20 | The list item's dealer number. If entered, this must match what is in Aimbase. | |
| DealerAddress1 | Max Length: 256 | The dealer's address row one. | |
| DealerAddress2 | Max Length: 256 | The dealer's address row two. | |
| DealerCity | Max Length: 35 | The dealer's city. | |
| DealerState | Max Length: 50 | The dealer's state. | |
| DealerPostalCode | Max Length: 50 | The dealer's postal code. | |
| DealerCounty | Max Length: 25 | The county of the dealer. | |
| DealerCountryCode | Max Length: 2 | The dealer's ISO country code. | |
|
ProductCode |
|
Max Length: 50 |
The product code the list item is interested in. If entered, this must match what is in Aimbase. |
| ProductName | Max Length: 80 | The name of the product the list item is interested in. If entered, this must match what is in Aimbase. | |
| ProductModelYear | INT | The product model year the list item is interested in. | |
| ProductTypeName | Max Length: 50 | The product type name of the product the list item is interested in. | |
| BrandName | Max Length: 128 | The name of the brand for the product the list item is interested in. | |
| ProspectUid | If matched to a prospect, the prospect UID for the prospect that is tied to the list item. | ||
| ProspectId | INT | If matched to a prospect, this is the prospect ID for the prospect tied to the list item. | |
| OwnerId | INT | If matched to an owner, this is the owner ID for the owner tied to the list item. | |
| IsManuallyAdded | Boolean | This field indicates if the list item was manually or systematically added. | |
| IsActive | Boolean | This field indicates if the list item is still active within the list. | |
|
IsCommunicationOptIn |
X |
Boolean |
This value is required and needs to be passed as a boolean of "true" or "false,” and cannot be blank. A flag for identifying if the lead is opted in for future communications. |
|
CommunicationOptInIpAddress |
|
Max Length: 20 |
The IP Address of the lead when it was submitted. This field is required if IsCommunicationOptIn is true. |
|
CommunicationOptInDate |
|
yyyy-MM-dd |
The date the lead opted in for communications. This field is required if IsCommunicationOptIn is true. |
|
CommunicationOptInSource |
|
Max Length: 50 |
The source of the lead that was opted in for communications. This field is required if IsCommunicationOptIn is true. |
|
Source |
|
Max Length: 100 | This indicates the source of the list item. |
| Type | Max Length: 100 | This indicates the type of the list item. | |
| CompanyName | Max Length: 200 | If you use B2B, this will show the company the list item belongs to. | |
| CompanyExternalId | Max Length: 20 | If you use B2B, this will show the external ID of the company the list item belongs to. |
Testing Add to Aimbase List Submissions:
- To test adding to a list, use the Aimbase Username and Password provided to you to log into the Aimbase user interface. The user interface login can be found at https://<Subdomain>.aimbase.com.
- From the Aimbase user interface, use the top navigation and click on the "Campaigns" screen. Below you will see another option "List". Here you will be presented with all the available lists in Aimbase.
- More about how to use the Aimbase lists interface can be found here.