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What are Codes?

Article ID: 773
Last updated: 07 Mar, 2010

What are Codes?

 

A Code is a tag that can be attached to Individual records to group or track them. Codes are most commonly used to track attributes like special interests, ethnicity, and donor potential.

 

Codes help you run reports on who your supports your group, and what types of people are in your database.   You are not required to use the codes feature, but it is a powerful tool for tracking, grouping and fundraising.

 

What are Some Examples of Codes?

 

Since codes are ways of describing people, there are many ways you can use codes. Here are some examples:

 

WMN        Women

ACT          Activist

ENV         Environmentalist

YRDS       Yard sign

WALK       Door-to-door canvassing

PHON       Phone bank

DONO       Potential donor

WHT         Ethnicity - White

BLK          Ethnicity - Black

LATI          Ethnicity - Latino

ASIA         Ethnicity - Asian

ROTA        Rotary Member

HUMA       Humane Society Member

CHAM       Chamber of Commerce Member

 

Is there anything that shouldn’t be a code?

 

Yes! We don’t recommend making codes like:

·         PitbullOwner (Dog Owner is a better code and put Pitbull in the memo.)

 

What’s the Difference between a Code Type and a Code?

 

A Code Type is a group of Codes.  Using Code Types helps you to organize your codes when your code list gets "out of control."  We do not recommend using this tool until you have at least 40 codes.

 

Code Types are a way of linking similar codes. They are like a bucket that holds several codes. Using the codes from above, you could make a couple different Code Types.

 

Using Code Types, the sample Codes list from above could be organized like this:

 

Special Interest:

WMN        Women

ACT          Activist

ENV         Environmentalist

 

Volunteers:

YRDS       Yard sign

WALK       Door-to-door canvassing

PHON       Phone bank

DONO       Potential donor

 

Memberships:

ROTA        Rotary Member

HUMA       Humane Society Member

CHAM       Chamber of Commerce Member

 

Now when you run a report on all volunteers, you don’t need to include every volunteer codes but just the code type “Volunteers.”

 

 

More Info on Codes:

Quick Codes

Adding Codes and Code Types

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Article ID: 773
Last updated: 07 Mar, 2010
Revision: 1
Views: 393
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Codes Manager       Adding Codes and Code Types