Code Lists Manager

Getting there

From the Dashboard:

1. Click Manage in the navigation menu.

2. Select Code Lists from the options.

If Favorited, simply click Code Lists in the navigation menu.

Code Lists information

Your code lists appear in the middle, with each info pane displaying:

• List Name

• Last Edited/Altered: The date/time of the last modification.

• Created Date: The date the list was uploaded or created.

• Code Statistics: Total codes, codes issued to entries, and codes redeemed.

Hover over a list’s name to reveal an edit icon for renaming. Type the new name and click the blue checkmark to save it.

Clicking on Total, Issued, or Redeemed opens the Code List Wizard for the specific list. Additional options are available in the dropdown menu (arrow on the right).

Additional Code List options

View codes

Opens the Code List Wizard to view, add, or edit codes for the selected list.

Add codes

Opens the Code List Wizard to append new codes to an existing list.

1. Click the Add Codes link at the top.

2. Use the pop-up to upload a .csv file containing new codes.

Permissions

Available on Max Plan.

For ShortStack for Teams users, click Permissions to set access levels for the selected code list.

Delete

Removes the code list permanently. This action does not delete any entries tied to the codes.

Search and tag

Search

Use the Search field (top-right) to locate code lists by a keyword or phrase.

Tag

Available on Max Plan.

Search code lists by tags attached to them. Results appear automatically.

Sorting

Sort code lists by:

• Recently Edited

• Newest

• Oldest

Adding a new Code List

To upload a new code list for a campaign:

1. Click the New Code List button (top-right).

2. In the Upload Codes pop-up, download a template (SIMPLE or ADVANCED) as a .csv file.

3. Add codes using the headers as guides, then save the file as .csv.

4. Drag and drop the .csv file or click Select to navigate to the file location.

5. Enter a name for the code list and decide if you want the codes randomized.

6. Click Save & Upload.

Once uploaded, an in-app notification confirms the system is importing your codes. Upon completion, the new code list appears in the Code Lists Manager.

Working with Code Lists

Click and drag your cursor across the screen to quickly select multiple code lists.

Tag

Available on Max Plan.

Add tags to selected code lists:

1. Click the Tag button.

2. Type tags (comma-separated).

3. Press Enter/Return, then click the blue Save button.

Delete

To delete multiple code lists:

1. Highlight the lists by clicking them.

2. Click the Delete button.

3. Confirm the action by typing the required prompt and clicking the red Delete button.

Related resources

Setting Up Code Redemption (Help Doc)

How to Use Unique Codes in an Email (Video)