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Overview

Global Search lets you find any record in the Pingtree platform without navigating through menus. From a single search bar in the top navigation, you can locate leads by transaction ID, look up campaigns by name, find sources and buyers, and jump directly to any funnel — all in seconds. Your recent searches are saved automatically, so frequently accessed records are always just one click away.
Global Search is available from the top navigation bar on every page in the platform. Click the search icon or use the keyboard shortcut to open the search input.

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Searchable Entities

Global Search covers all major entities across the platform:
EntitySearchable By
LeadsTransaction ID (UUID), email address, phone number, first name, last name
CampaignsCampaign name, campaign unique ID, keywords
SourcesSource name, campaign name, campaign unique ID, source unique ID
BuyersBuyer name, campaign name, campaign unique ID
Funnels (Landing Pages)Funnel name, campaign name, campaign unique ID
Form FlowsForm name, campaign name, campaign unique ID
Other PagesPage name, postfix, campaign name, campaign unique ID

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Lead Search Behavior

Lead search automatically detects the format of your query and searches the appropriate field:
Input FormatField Searched
UUID format (e.g., 3f2504e0-...)Transaction ID
Email address formatEmail
10-digit numberPhone number (mobile)
Any other textFirst name and last name
Results are returned up to a limit of 10 leads per search.

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Scoping Results by Type

To get faster, more focused results, you can scope your search to a specific entity type. Selecting a type filter before searching restricts results to that category only:
  • Lead (default)
  • Campaign
  • Source
  • Buyer
  • Funnel
This is especially useful when your search term could match multiple entity types across the platform.

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Recent Search History

Pingtree saves your recent searches on a per-user basis. When you open the search bar without typing, your most recently accessed records are displayed grouped by type:
CategoryRecords Shown
CampaignsUp to 5 most recent
Buyers (Advertisers)Up to 5 most recent
Sources (Affiliates)Up to 5 most recent
FunnelsUp to 5 most recent
LeadsUp to 5 most recent
Search history is personal — each user sees only their own recent searches. Frequently accessed records rise to the top as their search count increases.
Clicking any search result takes you directly to the detail view or settings page for that record. For example:
  • Clicking a lead result opens the lead detail view with the full transaction record.
  • Clicking a campaign result opens the campaign overview.
  • Clicking a source result opens the source single view within its campaign.
  • Clicking a buyer result opens the buyer configuration within its campaign.

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Use Cases

ScenarioHow Global Search Helps
Looking up a specific leadPaste the transaction ID directly into search to jump to the lead record immediately
Finding a campaign by nameType the campaign name to locate it without scrolling through the campaign list
Locating a source or partnerSearch by source name to open the source single view directly
Quick navigation during supportQuickly pull up any record while on a call or responding to a partner inquiry