Special Codes (also called dynamic values or bang codes) allow you to automatically insert project information into text.
They are used to personalize content in emails, reports, and questionnaires without manually editing each instance.
Where Special Codes Are Used
You can use Special Codes in:
- Email templates
- Report text (Subject and Group reports)
- Questionnaire text and instructions
- Text Adaptations
They are especially powerful when used in content that is sent or generated for multiple people.
How Special Codes Work
Each Special Code represents a specific piece of data, such as:
- Subject name
- Organization name
- Job title
- Pronouns
- Project details
When content is generated or sent, the system automatically replaces the code with the appropriate value.
For example:
- A code for a subject’s name will display the correct name for each individual being assessed
- A pronoun code will adjust automatically based on each subject’s data
How to Use the Special Codes Page
You can access the Special Codes page through the Help menu. The Special Codes page allows you to:
- Search for specific codes
- View descriptions of what each code represents
- Copy codes for use in templates and text
Use this page as a reference when building or editing content.
Why This Matters
Using Special Codes allows you to:
- Personalize communication at scale
- Avoid manual editing errors
- Maintain consistency across emails and reports
- Create reusable templates that adapt automatically
Without Special Codes, you would need to manually update content.
Common Use Cases
Personalizing Emails
Use the Insert Dynamic Values option in your emails to:
- Insert Project Title
- Insert Organization’s name
- Include project-specific details automatically (for instance, project start and end dates)
Personalizing Questionnaire Introduction and Conclusion
Use Special Codes to:
- Insert Project Title
- Insert Subject’s name and pronoun
- Insert Subject’s Job Title
- Insert Organization’s name
- Apply formatting like Bold and Italic
You Don’t Need to Memorize Codes
Special Codes are designed to be selected or copied from the platform. You do not need to remember what each code represents. Instead:
- On the Special Codes page, use the search function to find the code you need
- Copy it directly from the Special Codes page
- Paste it into your questionnaire introduction or conclusion
Personalizing Report Introduction
Use the Insert Dynamic Values option in your report Introduction to:
- Refer to the subject naturally (name, pronouns, title)
- Insert project-specific details
Best Practices
- Use Special Codes instead of typing names or details manually
- Keep sentences natural when inserting codes (read them as full sentences)
- Preview emails, questionnaires, and reports before sending or generating
- Use pronoun codes to avoid incorrect or inconsistent language
Common Mistakes to Avoid
- Placing codes in awkward positions within sentences
- Forgetting to preview content before use
- Mixing manual text with dynamic values inconsistently
- Assuming a field always has a value (some fields may be empty)
