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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

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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.