Configuring search settings

Modified on Tue, 5 May at 7:01 PM

Configuring search settings

Search settings control how the global header search and campaign-specific search work — which fields are searched, default keyword matching method, and which campaigns are prioritized or included by default.

TL;DR

Go to Account → Search settings. For each campaign: select which fields to search, set default match type (Starts with is fastest), check Default searchable to include it in global search, and check Priority campaign for campaigns users search most. Fewer fields + "Starts with" = fastest results.

4 things to configure

1

Fields searched

Select which fields are searched per campaign. Common choices: contact person, email, phone. Fewer fields = faster search. Only include fields that users actually search by — removing unused fields significantly improves performance on large campaigns.

2

Default keyword match type

Applies to campaign-specific search (not header search). Three options: Starts with (fastest — "john" finds "John Smith" but not "Smith John"), Equals (exact match), Contains (slowest — finds "john" anywhere in the field). Default to Starts with for performance; use Contains only when flexibility is critical.

3

Default searchable + Priority campaign

Default searchable: When checked, the campaign is included in header (global) search results automatically. Uncheck for archived or test campaigns to exclude them from global search. Priority campaign: Results from priority campaigns are returned first in header search. Mark the 3–5 campaigns users search most often.

4

Hidden columns in search

Controls whether hidden table columns (fields not visible in the campaign view) are indexed for search. Check to enable more comprehensive results; uncheck for better performance on campaigns with many administrative hidden fields. The Results summary card icon lets you configure which fields appear in search result previews.

Common searches

search settings • global search • search speed • starts with • contains • priority campaign • searchable fields

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article