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What is a Source?

Your sources represent the starting point of the lead generation funnel in Pingtree.
Setting up your traffic sources correctly is crucial for campaign success and accurate tracking. Any channel that generates traffic to your campaign is managed within the Sources section of the application.

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Pingtree categorizes sources into three types:

  1. Custom Sources (CS)
  2. Marketing Partners (MP)
  3. Media Channels (MC)
Each source type is automatically assigned a unique identifier when created, which helps distinguish the type and instance of the source. Identifier Format:
  • cs123 → Custom Source
  • mp123 → Marketing Partner
  • mc123 → Media Channel

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Source Type Differences

FeatureCustom SourceMarketing Partner (MP)Media Channel (MC)
What it isA manually created traffic sourceAn individual or agency sending you leadsAn advertising platform used to drive traffic
How to AddEnter a name onlyEnter email → Send invite → MP registers and logs inSelect platform → Click ”+” to integrate
PurposeFor offline, internal, or non-standard trafficFor affiliates, publishers, and external lead generatorsFor tracking traffic from ad platforms like Meta, Google
Integration Needed?NoYes (via user registration)No
Example Use CaseManual CSV uploads, trade shows, test leadsAffiliate sending web form leadsLeads from Facebook Ads, Google Ads, LinkedIn
Identifier Formatcs123mp123mc123

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Summary

  • Custom Source → Simple, name-only setup for miscellaneous or manual traffic.
  • Marketing Partner → External individuals or teams sending leads with their own login and portal.
  • Media Channel → Integrated ad platforms pushing paid traffic with built-in tracking support.
Each source type plays a specific role and helps ensure accurate tracking, reporting, and lead attribution across your campaigns.