Finding & Filtering Leads: Advanced Search
As your campaign succeeds, your lead list grows — 100 entries becomes 1,000, then 10,000. Finding “that one customer who emailed support” gets harder without the right tools. The Ultimate Spin Wheel Leads dashboard includes a search box, filter panel, and lead-stage tabs that let you slice through your records quickly. This guide explains each control and which ones are free versus Pro.
The Search Box
The search field lives in the filter panel at the top of the Leads screen. It matches your text against several fields at once, so you don’t have to pick a column first.
A search looks inside:
- Name (for example
Smith) - Email address (for example
@gmail.com) - Phone number (captured when a phone field is used — a Pro field)
- Campaign title
- Prize / coupon details, including the coupon code — useful for support tickets
Use case: the “lost code” ticket
A customer emails: “I won a code yesterday but forgot to copy it. It started with SPIN-X…” Open the Leads screen, type SPIN-X into the search box, and the table filters to matching rows. Copy the full code from their row and reply. Because the search covers coupon codes stored with each entry, this works out of the box.
The Filter Panel
The filter panel is always visible above the table — there is no hidden sidebar to open. It contains the search box, quick date buttons, a Campaign selector, and a Date Range picker. A Clear All button appears whenever any filter is active so you can reset the view in one click.
Quick Date Filters
One-click buttons jump to a preset date range:
- Today and Yesterday — available in the free version.
- Last 7 Days, Last 30 Days, This Month, and Last Month — (Pro). These buttons are locked without the Pro plugin.
Campaign Filter (Pro)
The Campaign dropdown narrows the table to leads from a single campaign, which is handy when you run several wheels and want to compare them. This selector is a Pro feature — it is disabled in the free version, where all campaigns are shown together.
Date Range Picker (Pro)
The calendar Date Range picker lets you choose a custom start and end date — for example, to isolate your Black Friday weekend. The custom range picker is a Pro feature. In the free version, use the Today and Yesterday quick buttons instead.
Lead Stage Tabs
Above the table is a row of stage tabs that act as a simple pipeline. The default stages are:
- All — every non-trashed lead.
- New — the default stage for fresh entries.
- Follow-up, Purchased, Archived — stages you move leads into as you work them.
- Trash — soft-deleted leads (see below).
Click a tab to show only leads in that stage. You can move one lead — or a batch you have selected — from one stage to another, and the stage labels can be renamed in the plugin’s global settings.
Ordering & Pagination
The table always lists the newest leads first (by capture date). Column headers are labels, not sort toggles, so ordering is fixed to most-recent-first. Results are paginated at 20 rows per page; use the pager below the table to move between pages, or narrow the list with the search box and filters instead of scrolling.
Trash & Deletion
Deletion is a two-step, safety-first process built on the stage system:
- Send to Trash (soft delete): Sending a lead to Trash moves it to the Trash stage rather than erasing it. It disappears from your normal views but is still recoverable.
- Restore: Open the Trash tab and move a lead back to another stage (such as New) to return it to your active list.
- Erase permanently: From the Trash tab you can permanently delete a lead. This removes the record from the database for good and cannot be undone.
Select multiple rows with the checkboxes to send them to Trash in bulk, or — while viewing the Trash tab — to erase a batch permanently.
Export Respects Your Filters
The Export button honours whatever is currently filtered. If you have narrowed the list by search term, stage, campaign, or date range, the exported CSV contains only those matching leads — so you can generate targeted reports rather than one giant dump. The file name even reflects the active filters. CSV export is available in the free version.
Frequently Asked Questions
Can I search by coupon code?
Yes. The search box matches the coupon code and prize details saved with each lead, so typing part of a code (like SPIN-X) surfaces the matching entry — ideal for support requests.
Can I search by IP address?
No. The search box covers name, email, phone, campaign title, and prize/coupon details — it does not search IP addresses. To act on a suspicious visitor, expand their row and use the block controls, or manage blocked IPs and devices from the plugin’s security settings.
Why can’t I use the Campaign or Date Range filters?
The Campaign dropdown and the custom Date Range picker (along with the Last 7 Days, Last 30 Days, This Month, and Last Month quick buttons) are Pro features. In the free version, use the search box, the Today and Yesterday quick buttons, and the stage tabs to narrow your list.
Does filtering affect the CSV export?
Yes — by design. The export uses the same filters as the on-screen table, so filtering for a specific stage, campaign, search term, or date range produces a CSV of only those leads.
Can I re-order the columns by clicking a header?
No. The table is always sorted newest-first. To find older or specific records, use the search box, the stage tabs, or (in Pro) the campaign and date filters.
Related Documentation
- Leads Dashboard: Overview of the Leads screen and how entries are captured.
- Win Probabilities: How winners and prizes are decided on the server.
Conclusion
Don’t let your data become a messy pile. The search box and stage tabs — free in every install — turn a raw list into an organized pipeline, and the Pro campaign and date filters add surgical precision when you need it. Combine them with a filtered export to build targeted reports in seconds. If you need help, visit the wowDevs support center.