Code Lists Manager

ALL PLANS

Overview

The Code Lists Manager displays all your previously uploaded code lists and provides an option to upload a new code list.

Getting There

From the Home Screen:

1. Click Manage in the main menu.
2. Select Code Lists from the dropdown.

If Favorited, simply click Code Lists in the top bar of the Home screen.

Note: Favoriting adds a direct link to the Code Lists Manager on your Home screen. To favorite, click the heart icon next to the "Code Lists" title. Favorites are stored in your browser, so you’ll need to re-establish them when using a different browser or computer.

Code Lists Information

Your code lists appear on the right-hand side, 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 drop-down 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 Pro 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.

Note: Deleting code lists is permanent and may cause issues if associated Form Containers, Field Widgets, or emails rely on the code list. Ensure the code list is no longer in use before deleting it.

Search and Tag

Search

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

Tag

Available on Pro Plan.

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

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.

Note: Unless randomized, codes will be distributed in the order as presented on the list.

Working With Code Lists

Tag

Available on Pro 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.

Note: Deleting code lists is permanent. Ensure they are no longer needed before deleting.