Special Codes (also called dynamic codes or bang codes) allow you to automatically insert project and participant 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
- A pronoun code will adjust automatically based on the subject’s data
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 for every subject or responder.
Common Use Cases
Personalizing Emails
Use Special Codes to address recipients directly:
- Insert names instead of writing generic greetings
- Include project-specific details automatically
Writing Report Narratives
Use Special Codes in report text to:
- Refer to the subject naturally (name, pronouns, title)
- Ensure consistency throughout the report
Standardizing Templates
Create templates once and reuse them across projects, knowing that the correct data will always be inserted.
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 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)
Important Notes
- Special Codes are replaced with real data at the time of sending or report generation
- Some fields may be blank if no data is available
- The list of available codes can be searched and copied directly from the platform
You Don’t Need to Memorize Codes
Special Codes are designed to be selected and copied from the platform.
You do not need to remember what each code represents.
Instead:
- Use the search function to find the code you need
- Copy it directly from the Special Codes page
- Paste it into your email, report text, or questionnaire
The platform will handle inserting the correct values automatically.
How to Use the Special Codes Page
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.
