UI Text Vocabulary

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

Actions

Creating and Deleting Resources in a Database

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.
• Icon: trash-o 

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 Node to workflow.
• Icon: plus 
• 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".
• Remove 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
• Icon: floppy-o 

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 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.
• Icon: close 

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".
• Icon: eye 

Edit

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

Copy

• Copying content to the clipboard, e.g. "Copy Text", "Copy Image".
• Currently Emarsys uses "Copy" as "Duplicate", but in the future we want to avoid that.

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.
• Icon: e-reset

Clear

• Setting a value to an empty state.
• Icon: e-times-circle

Interacting With Users

Approve and Reject

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

Created On

• Date and time of the creation of the resource.

Created By

• Username of the user who created the resource.
• Avoid using "admin".

Changed On

• Date and time of the most recent change on the resource.
• Avoid using "modified", "last changed on".

Changed By

• Username of the user who made the most recent change on the resource.
• Avoid using "modified by", "last changed by".