How to manage unique codes?

Aurélien Berhin -

What's a unique code?

A unique code is like a key. You have to get one to access the campaign.

A mandatory field is set on the welcome screen, the participants have to fill in this form with their unique code.

You can:

  • Upload and import an existing list of unique codes.
  • Generate a list of unique codes from Qualifio.

They can be use only one time (Unique) or in an unlimited way (Unlimited)

Upload and import unique codes

  1. Click on Documents in the main menu.
  2. From there, find the section called Unique codes management.
  3. Give a name to your list.
  4. Select how you wish to use the codes: do they grant access to a campaign? Or are they distributed at the end of one?
  5. Select how your codes will be used: they can either be used only once, or their use can be unlimited.
  6. Click the Choose a file button and upload your codes to our system.
  7. When you're done, click Add the codes.

How to generate a list of unique codes?

  1. Click on Documents in the main menu
  2. Click on Unique codes management
  3. Give a name to your list
  4. Select how many unique codes you want to generate
  5. Choose the number of characters you want in your codes
  6. Choose the type of code
  7. Click on Add this list

How to edit an existing list of unique codes?

  1. Click on Documents in the main menu 
  2. Click on Unique codes management
  3. Identify the list you want to edit in the right window.
  4. Click on Edit
  5. Edit your list 

Warning: Work carefully if some codes in the list you're editing have already been used. 

Once you edit a list of unique codes, 3 options are proposed:

  1. Add: you can complete your list with more unique codes.
  2. Replace: you can exchange your list with a new one.
  3. Reset: you can reset your list to its initial state. All the uniques codes in this list will be available, it includes those that have already been used. 

What are the different types of unique codes?

Alphanumeric without confusion: 

Confusing characters are not used. Codes are composed of these characters: 23456789ABCDEFGHJKLMNPQRSTUVWXYZ

Alphanumeric: 
Codes are composed of these characters: 0123456789ABCDEFGHIJKLMNOPQRSTUVWXYZ

Complex: 
Codes are composed of these characters:
0123456789abcdefghijklmnopqrstuvwxyzABCDEFGHIJKLMNOPQRSTUVWXYZ$*&##@/+?

Numeric:

Codes are composed of digits only.

How to export a list of unique codes created in Qualifio?

  1. Click on Documents in the main menu
  2. Click on Unique codes management 
  3. Select your list of codes in the right window
  4. Click on Edit
  5. In the upper tab, click on Export
  6. Click on the file to download it

 If your list is too heavy, it will be divided into multiple files.

How to use a list of unique codes in a campaign?

  1. In your campaign, go to the Welcome screen
  2. In Security, select Unique codes
  3. In the drop-down list select your list of codes
  4. Save  

Can we link a unique code to a participant?

Yes, in case of use of unique codes a new column appears in the Participations tab that you can find in the stats.  

How to purge a list of unique codes after testing?

  1. Click on Documents in the main menu
  2. Click on Unique codes management 
  3. Select your list of codes
  4. Select Reset and save

Can a list of codes be used by multiple campaigns? 

Yes, selecting a list of codes in a campaign isn't exclusive. This list of codes will still appear and be available in your other campaigns.

Warning, if a code is used in a campaign it won't be available for the other one.

Special characters

All special characters can be used in the unique codes but the "<" and ">".

 

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