Skip to main content

UI Text Vocabulary

This document helps you choose the correct word to use for actions and table column headers.


Actions

Creating and Deleting Resources

Create

  • Creating a resource in a database, e.g. "Create Email Campaign".
  • Do not use "New".
  • Opposite action: Delete

Delete

  • Deleting a resource from a database, e.g. "Delete Personalization Token".
  • Moving a resource to the trash, e.g. "Delete Email Campaign" moves the campaign to the trash, which can be restored.

Adding and Removing Items in a Layout

Add

  • Adding items to a list, e.g. "Add Email Address".
  • Adding items to a canvas, e.g. add a node to a workflow.
  • Opposite action: Remove

Insert

  • Inserting into a block of inline text, e.g. "Insert URL", "Insert Image".
  • Inserting into a layout between other elements, e.g. "Insert Block in Email".
  • Opposite action: Remove

Remove

  • Removing items from a list, e.g. "Remove Email Address".
  • Removing an instance of a resource without deleting the resource, e.g. "Remove Block from Email".

Saving Changes in a Database

Save

  • Saving the current state of the resource to the database.
  • Opposite action: Discard

Save as

  • Saving the current state of the resource under a different name in the database.

Discard

  • Discarding unsaved changes for a resource or a draft, e.g. "Discard Changes", "Discard Campaign".

Finish

  • Completing the last step of a multi-step workflow, e.g. a setup process. The results are saved.

Applying Changes Without Saving

Apply

  • Applying changes to a resource without saving it to the database.
  • Opposite action: Cancel

Close

  • Confirming error messages, e.g. "Something went wrong [Close]".
  • Closing dialogs and floating panels.

Cancel

  • Cancelling a process without saving or applying changes.
  • Cancelling prompts, e.g. "Delete Email? [Cancel]", "Activate SSO? [Cancel]"

Interacting With Resources

View

  • Viewing an existing resource, e.g. "View Campaign".

Edit

  • Making changes to an existing resource or data, e.g. "Edit Campaign", "Edit Email Address".

Copy

  • Copying content to the clipboard, e.g. "Copy Text", "Copy Image".

Duplicate

  • Creating a copy of a resource in the database. The copy is usually named automatically, e.g. "Copy of Newsletter".

Activate and Deactivate

  • Enabling and disabling a feature, e.g. "Activate Mail Stream".
  • Avoid using "Disable", as it has a negative connotation.

Interacting With Values

Reset

  • Setting a value to a previous state or the default state.

Clear

  • Setting a value to an empty state.

Interacting With Users

Approve and Reject

  • Accepting or refusing a request from a user, e.g. "Reject Campaign" when a user asks for approval.

Generic Actions

OK

  • Generic prompt confirmation.
  • Avoid using "OK" if a more specific confirmation can be used, e.g. "Activate" or "Delete".

Select

  • Generic selection confirmation.
  • Do not use "Choose".

Table Column Headers

HeaderMeaningUse instead of
Created OnDate and time of creation"Date", "Date Created"
Created ByUsername of the creator"Creator", "admin"
Changed OnDate and time of the most recent change"Modified", "Last Changed"
Changed ByUsername of the user who made the most recent change"Modified by", "Last changed by"
Opened OnDate and time of the most recent user access"Date of Opening"