Ready

Voice and Tone

Clear, consistent, and concise copy improves usability and builds trust. Use this guide as a reference when writing for Basis applications, but focus on clarity first. Don’t make content harder to understand just to follow these rules.

Ready

Voice and Tone

Clear, consistent, and concise copy improves usability and builds trust. Use this guide as a reference when writing for Basis applications, but focus on clarity first. Don’t make content harder to understand just to follow these rules.

Ready

Voice and Tone

Clear, consistent, and concise copy improves usability and builds trust. Use this guide as a reference when writing for Basis applications, but focus on clarity first. Don’t make content harder to understand just to follow these rules.

Tone

Dedicated to others

Show that we are dedicated to helping people accomplish their tasks. Consider their goals, motivations, context, and flow.

Do

Do

Do

  • Proposal received from ChicagoTribune.com (notification to
    agency user who sent the RFP)

  • Needs ad server export

  • Add to plan without a contact

Don't

Don't

Don't

  • Proposal received from ChicagoTribune.com (notification to
    all members of account team)

Honest

Be honest about how the application behaves and when things go wrong.

Do

Do

Do

  • Campaigns are not receiving delivery data from Google
    Campaign Manager. Reconnect or select a different account

  • There was an error loading the page. Please try again. If the
    problem persists, contact support.

Don't

Don't

Don't

  • Something went wrong. You need to reconnect your Google
    Campaign Manager account.

Positive

Present information using positive language instead of negative language--say “can” and “do” instead of “can’t” and “don’t”. It gives users confidence. Avoid being too cheerful as it can come off as insincere.

Do

Do

Do

  • Upload a CSV with column headers representing Unique ID,
    Name, Date, and at least one delivery metric.

  • Try again

  • To apply add ons, create a revision.

  • Spring 2016 exported to Google Campaign Manager

Don't

Don't

Don't

  • File (.csv) must include column headers representing Unique
    ID, Name, Date, and at least one delivery metric.

  • An error occurred

  • You can’t apply add-ons to an approved plan

  • Great job! You successfully exported Spring 2016 to Google
    Campaign Manager!

Smart

Demonstrate that we understand the complexity and pain points of the domain. Emphasize the benefits of our technology, but be humble.

Do

Do

Do

  • Export your media plan to Google Campaign Manager or
    Sizmek

  • Send your media plan to leading ad servers with one
    click!Send and receive messages, RFPs, Proposals, and IOs

Don't

Don't

Don't

  • Send your media plan to leading ad servers with one click!

  • All of your communication in one place

Professional

Our users are professionals – treat them as such. Remember that professional doesn’t mean curt or overly formal. Be inviting and human.

Do

Do

Do

  • Upload a file 150 KB or less

  • Edit selected

  • Enter a brand name

  • Data Segment reports no longer include metrics calculated
    from spend

Don't

Don't

Don't

  • Oops! File is too big!

  • Edit checked

  • Please ensure your brand has a name

  • Please be aware that selected columns have been removed
    from Data Segment reports

Clear and Direct

Respect the fast paced nature of our users’ work. Only provide essential details so they can focus on their own task.

Do

Do

Do

  • Your tactic did not save and is turned off to prevent overspend. Try saving again.

  • Vendor ID is already used

Don't

Don't

Don't

  • An API error occurred and some of your changes could not be saved. Your tactic was turned off to prevent overspend. Verify your changes, turn the tactic back on, and try saving again.

  • This ID is already used by another vendor. Vendor IDs should be unique within your ERP system. Contact your billing specialist for help.

Style

Avoid redundancy

Avoid using the same word multiple times in a sentence or short paragraph.

Do

Do

Do

  • No results. Try a different search.

  • No properties on this plan. Click “Add properties” to get
    started.

Don't

Don't

Don't

  • No search results. Change the search term to search
    campaigns again.

  • No properties on this plan yet. To add properties, click “Add
    properties above.

Use contractions

Contractions give your message a friendly tone. They can also make your sentences more concise. You don’t need to follow this rule if your sentence is more clear without a contraction. For example, “cannot” can be used instead of “can’t” to provide emphasis on the word.

Do

Do

Do

  • You haven’t selected any domains

  • You don’t have any brands selected

  • You cannot edit this field on a revision

Don't

Don't

Don't

  • You have not selected any domains

  • You do not have any brands selected yet

Prioritize

Prioritize your information. Begin with the main point and reveal details as necessary. If a sentence describes both an objective and the action needed to achieve that objective, start the sentence with the objective.

Do

Do

Do

  • To RFP the vendor directly, click “Send” above.

  • Running on all exchanges targets a wide collection of
    inventory. Use additional targeting options to avoid
    spending your tactic's budget too fast.

Don't

Don't

Don't

  • Click the Send button above to RFP the vendor directly

  • Use additional targeting options to avoid spending your
    tactic’s budget too fast. Running on all exchanges targets a
    wide collection of inventory.

Address users in second person

Use second person when you need to speak directly to the user. In some cases, you may need to use first person to emphasize the user's ownership of content or actions. Avoid mixing second person and first person in the same sentence. Avoid using “we” to describe application behavior.

Do

Do

Do

  • You were added to Spring 2016 campaign

  • My Campaigns

  • I agree to the terms and conditions

Don't

Don't

Don't

  • View your campaigns in My Campaigns

  • We will notify vendors when the campaign is archived

  • Check if you agree to the terms and conditions

Be consistent

Use the same word or phrase to describe a particular object or action throughout the application.

Action

Action

Action

  1. Closes a non-editable window

  2. Cancels an action and closes the window without saving changes

  3. Progresses to the next step of a multi-step process

  4. Returns to the previous step of a multi-step process

  5. Allows the user to make changes

  6. Confirms the completion of a task where changes have already been saved

  7. Adds an existing object to a list

  8. Removes an object from a list

  9. Creates a new object

  10. For dropdown placeholder text and copy referring to checkboxes, add toggles, or radio buttons

  11. Opens the user's file browser and attaches the selected file

  12. Opens the user's file browser and reads the selected file

  13. Sends to a different application

  14. Downloads files from the application to the user's computer

  15. Provides the user more information or instruction

Do

Do

Do

  1. Close

  2. Cancel

  3. Next

  4. Back

  5. Edit

  6. Done

  7. Add

  8. Remove

  9. Create

  10. Select

  11. Attach

  12. Upload

  13. Export

  14. Download

  15. Help

Don't

Don't

Don't

  1. Cancel

  2. Close

  3. Continue

  4. Previous

  5. Update, Modify, Change

  6. Close, Cancel

  7. Create, Apply

  8. Delete

  9. Add

  10. Choose, Choose [field]

  11. Upload

  12. Attach

  13. Send

  14. Export

  15. User Guide

Write in present tense

Avoid using future tense to describe actions and application behavior. One exception is when the action has not happened yet.

Do

Do

Do

  • Changes saved

  • Proposal sent

  • Vendors will be notified

Don't

Don't

Don't

  • Changes will be saved

  • Proposal will be sent

Be specific

Be specific and reinforce the subject or action.

Do

Do

Do

  • Save changes?

  • Send RFP

  • Create Campaign (as button label)

  • No messages

Don't

Don't

Don't

  • Are you sure?

  • “Yes” or “No” as button labels

  • Create New (as button label)

  • Nothing here yet

Write simply and avoid jargon

Use language that’s simple and easy to understand. Don’t provide more information than necessary. Avoid jargon such as technical terms and names invented to describe the UI.

Do

Do

Do

  • To link delivery sources, click “Map Delivery.”

  • Primary conversion metrics will be shown for Groups and
    Campaigns

  • Once deactivated, this property cannot be added to new
    plans

Don't

Don't

Don't

  • Open the mapping panel to associate delivery sources to line
    items.

  • Setting a primary pixel will display additional metrics for the
    selected pixel on all Group and Campaign screens

  • Once deactivated, users will be notified of the details
    provided below and will not be able to add this property to
    new plans

Be concise

Write in short, scannable sentences. Avoid unnecessary modifiers.

Do

Do

Do

  • Changes saved

  • Create property

  • You are in support mode

  • No results

  • Select at least one ad before linking campaigns

Don't

Don't

Don't

  • Your changes have been saved successfully

  • Create new property

  • You are currently in support mode

  • No results found for your search

  • Please check at least one ad before attempting to link
    campaigns

Mechanics

File sizes

To represent file sizes, use the abbreviated version in all caps with a space a er the file size number.

Do

Do

Do

  • 233 KB

  • 50 MB

  • 1 GB

Don't

Don't

Don't

  • 233 kb

  • 50mb

  • 1GB

File extensions

When referring to a file type in general, use all uppercase letters without a period. For specific files, the file extension should be lowercase.

Do

Do

Do

  • Attach a PDF, JPG, or PNG

  • Upload CSV...

  • IAB-standard-terms-conditions.pdf

  • sample-site-list.xlsx

Don't

Don't

Don't

  • Attach a .pdf, .jpg, or .png

  • Upload .csv...

  • IAB-standard-terms-conditions.PDF

  • sample-site-list.XLSX

Acronyms

Acronyms may be used in place of common phrases or when it is industry standard. Acronyms are typically all uppercase. If there’s a chance your reader won’t recognize an acronym, spell it out.

Do

Do

Do

  • Accept IO

  • Sent RFP

  • CPM

  • KPI

Don't

Don't

Don't

  • Accept I.O.

  • Send rfp

Abbreviations

Field labels may be abbreviated if necessary. Abbreviations should be in lowercase with no period at the end. If an abbreviated label is being referenced directly, be consistent and use the abbreviated version. Write out the words where more explanation is required for understanding.

Do

Do

Do

  • imps

  • proj balance

Don't

Don't

Don't

  • imps.

  • IMPS

  • proj. balance

Exclamation points

Avoid using exclamation points. They can come across as shouting and if used too frequently can be bothersome. One exception is for greetings.

Do

Do

Do

  • Changes saved

  • RFP sent

  • Welcome to Basis!

Don't

Don't

Don't

  • Changes saved successfully!

  • RFP sent!

  • Campaigns not receiving delivery!

Periods

Avoid using periods for a single sentence or sentence fragment in these elements:

  • Tooltips

  • Flash messages

  • Error messages

  • Title tags

  • Bulleted lists

  • Notifications

  • Activity Feed items

Periods should always be used for:

  • Multiple sentences

  • Body text

  • Any sentence followed by a link

  • Any sentence with punctuation, like a comma.

Commas

Use commas where grammatically appropriate. Use the serial (oxford) comma in any series of 3 or more terms.

Do

Do

Do

  • To create line items, click “Edit” above.

  • Tom Jones, Jack Conrad, and Jessica Finster added to the
    campaign.

Don't

Don't

Don't

To create line items click “Edit” above.

Tom Jones, Jack Conrad and Jessica Finster added to the
campaign.

Capitalization

Use sentence case for:

  • Button / link text

  • Input placeholder text

  • Tooltip text

  • Body text

  • Empty state messages

  • Checkbox text

Title case should be used for:

  • Form field labels

  • Referring to form fields in sentences

  • Dropdown menu items

  • Headings

  • Wizard step names

  • Proper nouns

Range

When representing a range or span of numbers, use an en dash with no space between the two values.

Do

Do

Do

10–12

$1.10–$5.60

02/22/17–03/30/17

Don't

Don't

Don't

10-12

$1.10 – $5.60

02/22/17—03/30/17

Phone numbers

Use parentheses to separate the area code and a hyphen between the last two sets of numbers. Use the country code only for numbers outside of the US and Canada.

Do

Do

Do

(312) 456-7890

+44 (312) 456-7890

Don't

Don't

Don't

312-456-7890

312.456.7890

Date and time

For forms and tables, use the numeric format with numbers separated by a forward slash. The month should appear first.

  • mm/dd/yy

  • 02/06/17

For communication (activity feed, message center, notifications), use abbreviated text for the month. Do not use a “0” in front of days with only one digit. Avoid omitting the year unless completly necessary.

  • Feb 6, 2023

  • May 22, 2020

  • Jul 8, 2016

For time, use numerals and am or pm in lowercase without a space.

  • 9:00am

  • 3:30pm

Join date and time using “at."

  • Feb 6 at 9:00am

  • Jul 8, 2016 at 3:30pm

Abbreviate time zones and include only when necessary.

  • 3:30pm CT

  • Feb 6, 2023 at 9:00am ET

  • Jul 8, 2017 at 3:30pm PT

  • 10:04am MT

Use "data as of:" to indicate the freshness of the data.

  • data as of: Dec 4, 2022 at 12:00am CST

  • data as of: 3:30pm

  • data as of yesterday

Use "data thru" to indicated the date range of a data set.

  • data thru: 01/10/23 - 02/12/23

Do

Do

Do

01/02/17

Feb 6, 2023

May 22, 2023 at 9:00am

3:30pm CT

Don't

Don't

Don't

1/2/2017

February 6

9AM on May 22

3:30pm CST

Null values

Use a double-dash (--) if there could be data / information but it is not yet collected. Use n/a when it is not possible to have a value for the field. For CSV or XLS downloads, leave all null fields blank rather than including the double-dash or n/a.

Do

Do

Do

-- media spend
n/a media spend
n/a data spend
-- total spend

Don't

Don't

Don't

n/a media spend
n/a media spend
n/a data spend
n/a total spend

Number formats

Numbers with more than three digits get commas.

6,938,124

For monetary values, use the currency sign in front of the amount and two decimal places to the right.

$16,000.00

One exception applies when you need to represent a particular level of accuracy (for example, rates fields in the Planning grid).

30.0000%

$5.2000

Use hyphens to represent negative numbers.

-$12.50

When using a numeric value in a sentence, use the digit instead of spelling out the word.

Do

Do

Do

  • 112,983

  • $100,000.00

  • -$2,003.76

  • There are 5 performance issues

Don't

Don't

Don't

  • 112983

  • $100000

  • $100k

  • ($2,003.76)

  • There are five performance issues

Error Handling

Positive Laguage

Present information using positive language instead of negative language--say “can” and “do” instead of “can’t” and “don’t”. It gives users confidence. Avoid being too cheerful as it can come off as insincere.

Do

Do

Do

  • Upload a CSV with column headers representing Unique ID,

  • Name, Date, and at least one delivery metric.

  • Try again

  • To apply add ons, create a revision.

  • Spring 2016 exported to Google Campaign Manager

Don't

Don't

Don't

  • File (.csv) must include column headers representing Unique
    ID, Name, Date, and at least one delivery metric.

  • An error occurred

  • You can’t apply add-ons to an approved plan

  • Great job! You successfully exported Spring 2016 to Google
    Campaign Manager!

Provide helpful links or resources

Offer links to Basis support pages that can provide more information or assistance.

Do

Do

Do

  • There was an error generating the report. [Please
    issue].

  • There was an error loading the page. Please try again.
    If the problem persists, [contact support].

Don't

Don't

Don't

There was an error generating the report. Please navigate to
the support page and click the submit issue link.
There was an error loading the page. Please try again.

If the problem persists, navigate to the support page and
click the contact support link.

Use "Please" sparingly

Even though we want to be polite, try to use “please” sparingly. Only use “please” when the suggested action is inconvenient for the user or implies an issue with the product. 

Do

Do

Do

  • If the issue persists, please contact your CSM.

Don't

Don't

Don't

If the issue persists, contact your CSM.

Be polite and respectful

Use a friendly tone and avoid blaming the user for the error.

Do

Do

Do

  • There was a problem. Please check the format and try again.

Don't

Don't

Don't

  • There was a problem. You most likely used the wrong format

Suggest a solution

Offer specific guidance on how to fix the error, including any steps the user should take.

Do

Do

Do

  • Tactics pasted are outside of group date range. Try updating
    your date range.

Don't

Don't

Don't

  • Tactics date range incorrect.

Explain the problem

Clearly describe the issue that has occurred and why it has occurred.

Do

Do

Do

  • Changes were not saved because service provider is inactive

Don't

Don't

Don't

  • Changes were not saved

Use clear and concise language

Ensure that the error message is written in simple and easy-to-understand language.

Do

Do

Do

  • File must be in CSV format.

Don't

Don't

Don't

  • The file that you are trying to upload must be in a .csv format
    so that the back-end database can process it

© 2024 Basis Technologies
© 2024 Basis Technologies
© 2024 Basis Technologies