Content style guide
The purpose of this guide is to help Lucid employees release content and engage in written communication that’s clear, compelling, and consistent with the personality we want to build around our brand. It also provides best practices for different types of content and audiences to ensure that content meets our business goals.
Follow these guidelines for any communication coming from Lucid and seen by more than one customer or media contact, including copy, social media posts, blog posts, marketing emails, newsletters, and press releases. Examples are shown in italics.
Lucid uses the AP Stylebook and the Merriam-Webster Dictionary with a few notable exceptions defined in this guide. Refer to these sources for any questions about written content not answered in the style guide.
This style guide is owned and managed by the Lucid content marketing team. If you would like additional help, send a message to #brand-creative on Slack. For content reviews, including UX copy review, submit a request via the marketing intake form in Smartsheet.
Voice and tone
All of our content and written correspondence should consistently reflect the Lucid brand. Whereas our brand voice stays the same—because it embodies our unique perspective and values—our tone may change slightly based on the project or audience.
This guide only covers written content. For a full breakdown of the Lucid brand, including visual identity, go to our brand site.
Personality
Our brand personality includes the following human characteristics we attribute to Lucid:
Smart
We’ve built a team of experts who know their stuff and are eager to share it. Above all, we’re focused on delivering the insights and solutions our customers need to achieve their goals.
Bold
Having established both visual collaboration and work acceleration as product categories, we embrace our role as industry leader. We have a bold vision for the future and the drive to make it a reality.
Trustworthy
We’re more than a software vendor—we’re also a trusted partner. We have a longstanding reputation for delivering innovative solutions and tailored services our customers can count on.
Voice
Our voice extends our brand personality through the things we say and how we say them.
Our voice should convey that we are:
Competent, clever, and thoughtful
Confident, driven, and proactive
Reliable, grounded, and polished
Never condescending, corny, or arrogant
Never cocky, excessive, or rebellious
Never rigid, boring, or stale
The following are additional strategies for communicating Lucid’s brand voice in everything from the words we choose to the structure of our content.
Smart
We understand our audience and the challenges they face, and we prove it by speaking their language. When we present big ideas, we follow them up with practical tips and solutions our audience can try now, so it actually feels within reach to see and build the future.
Do
Don't
Visualizing dependencies is an important aspect of responding to change. Dependency mapping helps teams identify potential bottlenecks or delays ahead of time and mitigate risk. Using a dependency map can increase clarity and alignment for successful cross-functional collaboration.
You can use Lucid to visualize dependency data in real time directly from Jira and Azure DevOps. Then, you can see how dependencies fit within your larger workflow.
Why: This passage shows an understanding of a pain point our audience may be feeling and provides a practical solution.
You might want to take a closer look at factors that could cause your team to miss a deadline. Lucid has tools and integrations to help you evaluate your workflow and keep projects on track.
Why: The problem isn’t clearly defined, and the solution isn’t specific or easy to apply right away. Language like “might want to” sounds indecisive, not authoritative.
Supporting content principle: Simplicity
Being smart doesn’t mean outsmarting our audience. We use plain language and simple sentences to help get our message across. We may use long sentences to explain complex topics, but we rely on short sentences to emphasize key ideas. Whenever possible, we use fewer words to make our point faster.
Do
Don't
Enterprise accounts get exclusive features, integrations, templates, and shape libraries.
Why: This sentence uses a simple subject-verb-object structure that’s easy to read and understand.
Our Enterprise account SKU provides teams with the software they need to see, plan, and build the future of their businesses, as well as collaborative, cloud-based tools that unite disparate teams across multiple departments.
Why: This sentence contains more than one idea and requires readers to search for the key points.
Bold
Having a bold brand personality means embracing originality, taking creative risks, and being unapologetically authentic. We write bold copy using memorable language that presents a clear point of view.
Do
Don't
Hybrid work is too often a jarring experience. You go from quarterly planning together in the same room on Tuesday to trying to make things happen over Zoom on Wednesday.
Fixing remote collaboration is like curing the hiccups—it feels like there’s almost nothing you can do.
But then there’s Lucid. It actually makes remote collaboration more effective (and fun). How? Click here to find out.
Why: This passage is clear and direct. It uses varying sentence lengths and memorable language—like “jarring” and “hiccups”—to engage the audience.
Hybrid work is difficult for modern teams in nearly every industry. The most common reasons include a lack of effective tools and a poor collaboration framework. Remote teams need applications that are designed for the fast-paced world.
Sometimes, it feels impossible to fix remote collaboration. But with the right tools and the right know-how, remote teams can increase productivity across their organizations.
Lucid makes remote collaboration just as effective as in-person collaboration. Click on this link to find out how it can help your team.
Why: This passage is sterile. Sentences are nearly all the same length, and the language is overly complex and boring.
Supporting content principle: Confidence
We don’t gloat about our successes, but we do make confident, attention-grabbing statements that set our brand apart. In instances where we strategically emphasize our strengths over our competitors’ weaknesses, we do so using diplomatic language and concrete examples.
Do
Don't
When Visio launched in 1992, it was a cutting-edge diagramming tool. Today—with no new features released since 2021—it’s closer to the edge of extinction. If your team still uses Visio, learn why it’s time to look toward the future with Lucid.
Why: This ad copy makes a confident statement about why users should choose Lucid over Visio. Rather than simply saying Lucid is the better choice, it provides specific details that allow readers to make up their own minds.
Microsoft Visio is obsolete. Anyone who still uses this second-rate platform is wasting their time and money.
Why: Not only does this passage take an unsubstantiated jab at one of our competitors, but it also insults our audience. Rather than making Lucid sound confident, it makes us sound like a bunch of bullies.
Trustworthy
Being trustworthy means our audience believes we know what we’re talking about and that we’ll follow through on our commitments. We cultivate trust through the solutions and services we offer and how we operate and communicate. We present information consistently and accurately, backing up claims with data, examples, expert insights, and other sources. We avoid vague language and fluff.
Do
Don't
According to the 17th State of Agile Report, “47% of survey respondents pointed to a ‘generalized’ resistance to organizational change or ‘culture clash’ as the reasons why the business side isn’t adopting Agile…”
Why: This passage quotes an expert source and presents a specific data point validating a challenge our audience is likely already experiencing.
The business units of many organizations are resistant to Agile practices, which is why their Agile implementations are unsuccessful.
Why: Without the authority of the expert source and data point, this is an empty, unsupported claim.
Supporting content principle: Authenticity
Trust and authenticity go hand in hand. We connect with the people who use our products by creating meaningful content that adds value beyond selling. Using plain language, contractions, and a conversational tone, we speak like humans, not robots. We share customer stories and testimonials honestly. When appropriate, we show the people behind the brand.
Do
Don't
I’m your Agile coach, Jessica Guistolise. I’m an evangelist at Lucid Software, and growing up, I had a pet duck named Danger.
I’m your Agile coach, Bryan Stallings. I’m Lucid’s chief evangelist, and growing up, I had a dog named Vicious.
Why: This passage was taken from the All-access Agile series, which provides in-depth educational content to help teams understand Agile practices. By allowing our Agile coaches to share tips in a conversational way, we create a more engaging, authentic connection with our audience.
Bryan Stallings and Jessica Guistolise, Lucid’s highly regarded Agile coaches, are adept at enabling teams to enhance their daily standup techniques. They possess extensive experience and offer invaluable insights for achieving success with Agile.
Why: This passage makes Bryan, Jessica, and Lucid seem less accessible. It uses a lofty tone that sounds pretentious rather than personable.
Tone
Lucid’s tone is always conversational. That means we write like we speak. Depending on the audience or channel, we may adjust our tone to be more or less casual. For example, where we’d say “improve productivity” in a thought leadership blog post, we might say “get more done” in a digital ad or social post. We add personality and humor where it makes sense, but we know when to dial it back—and we always stay on brand.
Point of view
We write in first person singular (“I,” “me”) when speaking from personal experience. This point of view is best for social media, personal emails, or blog posts based on personal experience. It should be used infrequently.
We write in first person plural (“we,” “us,” “our”) when speaking on behalf of the entire company. This point of view can also create a sense of shared discovery (“Let’s take a look at…”). Avoid using these terms too often because they pull focus away from our users and their needs.
We also use third person when describing the company or the product (“Lucid offers…”).
We use second person (“you,” “your”) to address readers directly and make content more personal. Be careful as second-person can sound commanding or bossy. Include words that show how Lucid products assist the reader (“you can…” or “simply click…”).
Guest posts
It’s important to differentiate between publications written on behalf of the company and those authored by a particular individual, such as guest posts. Guest writers can preserve their individual quirks, as long as they don’t contradict the goals of the Lucid brand.
Terminology
We use the words and phrases our audience uses, but we don’t overdo the business jargon. We use inclusive language and avoid any terms that reflect prejudiced, stereotyped, or discriminatory views. See Using inclusive language for more information.
Do
Don't
Develop new UI wireframes to transform the customer journey. Implement new technology, and bring analog processes into the digital realm.
Why: This passage shows we understand the needs of product teams working on digital transformation initiatives.
Implement novel user interface paradigms to holistically recalibrate the customer experience. Execute strategic technological integrations and synergize legacy analog workflows within the digital ecosystem.
Why: This passage makes us look like we’re trying too hard.
Structure and layout
Most of our copy is viewed on the web. And most people don’t read full webpages. They prefer skimming to find relevant information.
As part of our conversational tone, we structure text so it’s easy to skim. Beyond shorter sentences, we use more line breaks and bullet points where they make sense. The goal is to help readers digest more information faster and engage with more CTAs.
Do
Don't
Today’s webinar will teach you how to:
- Create flowcharts from scratch.
- Create flowcharts from templates.
- Share flowcharts with your team.
- Export flowcharts.
Bonus: You’ll even learn to import Visio files into Lucidchart in just a few clicks.
Why: It’s easier to skim and read.
In today’s webinar, you’ll learn how to create a flowchart from scratch, how to create a flowchart from a template, how to share a flowchart with several team members, and how to export your flowchart for offline viewing. You’ll also see how to import Visio files into Lucidchart.
Why: It’s not a very smart way to structure a list, especially for the web.
Brand names
Using the right brand names helps reinforce our brand identity and avoid confusion, both internally and with customers. This section outlines company and product names created by or commonly used at Lucid.
If a term isn’t outlined in this content style guide, refer to the Merriam-Webster Dictionary to determine how it’s spelled, capitalized, and punctuated.
Company and product names
Lucid Software or Lucid:
Our company name.
For longer pieces of content, such as company descriptions, we write out the entire company name on first mention. For later mentions, or in cases where there’s limited space, we shorten the company name to Lucid.
We treat the company as an entity, not a collection of individuals, using “its” rather than “their.”
We also use “Lucid” when referring to our products as a whole.
Lucid Visual Collaboration Suite:
Our Enterprise offering, which includes Lucidchart and Lucidspark.
We write out the entire name on first mention. For later mentions, it can be shortened to “Lucid Suite” but never “Suite” on its own.
In context, the name should begin with “the,” as in “Increase clarity with the Lucid Visual Collaboration Suite.” We never use an abbreviation such as LVCS in customer-facing materials.
“Visual Collaboration Suite” should be capitalized, even when used on its own without “Lucid.” We avoid variations such as “Lucid’s Visual Collaboration Suite.”
This name refers to a specific offering, not our products as a whole. See “Lucid Work Acceleration Platform” below.
Lucid Work Acceleration Platform:
Our products as a whole.
In cases where it’s important to explain the value of our products as a whole, we use the “Lucid Work Acceleration Platform.” For simplicity, it’s also appropriate to use “Lucid” on its own or generic terms like “Lucid products” or “Lucid applications.”
We don’t use the term “tools” to refer to our products because it limits the value they provide.
Lucidchart:
Our intelligent diagramming application.
Lucidchart is one word, spelled with a big L and a little c.
We don’t use abbreviations such as Chart or LC in customer-facing materials.
Because Lucidchart is our flagship product, some may still think it's our company name. To avoid confusion but still capitalize on that brand equity, we use phrases like “Lucid, the makers of Lucidchart.”
In Lucidchart, users create documents. We don’t refer to the byproduct of Lucidchart as a Lucidchart.
For feature names and other terms related to Lucidchart, see Lucid glossary and feature names.
Lucidspark:
Our virtual whiteboarding application.
Lucidspark is one word, spelled with a big L and a little s.
We don’t use abbreviations such as Spark or LS in customer-facing materials.
In Lucidspark, users create boards (or you can use the general term “documents”). We don’t refer to the byproduct of Lucidspark as a Lucidspark.
For feature names and other terms related to Lucidspark, see Lucid glossary and feature names.
Lucidscale:
Formerly, our cloud visualization application.
Lucidscale is one word, spelled with a big L and a little s.
Lucidscale is being replaced by the Cloud Accelerator. As accounts migrate from Lucidscale to the Cloud Accelerator, we can still reference Lucidscale when helping users through the current experience. In marketing materials selling this solution, we should reference the Cloud Accelerator instead of Lucidscale. See “Lucid Suite add-ons” below for more information.
We don’t use abbreviations such as Scale in customer-facing materials.
Lucid Suite capabilities:
Experiences that span the Lucid Suite, including team hubs, Visual Activities, and universal canvas.
The byproduct of Visual Activities is a visual activity or an activity (lowercase).
For feature names and other terms related to these capabilities, see Lucid glossary and feature names.
Lucid Suite add-ons:
Optional, enhanced offerings and services that Enterprise customers can add to their Lucid Suite accounts.
Add-ons include Enterprise Shield, Premium Support, and our accelerators: Agile Accelerator, Cloud Accelerator, and Process Accelerator.
Accelerators are a type of add-on, but we don’t pair the term “add-on” with the names of accelerators.
We always capitalize the full names of accelerators, but we don’t capitalize “accelerator” on its own.
In context, the names of accelerators should begin with “the,” as in “the Agile Accelerator increases visibility for teams and leaders.”
Feature names
Refer to Lucid glossary and feature names to see a list of common features across Lucid products. These terms should be spelled, punctuated, and capitalized as shown in this document.
Public sector offerings
To better serve customers within the public sector, Lucid has specific offerings that are FedRAMP Authorized. Use the following terminology to talk about our FedRAMP environment.
FedRAMP Authorized at the Moderate impact level:
This is the phrasing—and note which terms are capitalized—to use when discussing our FedRAMP compliance (such as “Lucid Software is FedRAMP Authorized at the Moderate impact level”). We have two offerings that are FedRAMP Authorized.
Lucid GovSuite:
This term describes our offering that is essentially the Lucid Visual Collaboration Suite but FedRAMP Authorized. Refer to this article for features and integrations that are available within this environment.
Lucidscale for Gov:
This term describes Lucidscale within a FedRAMP environment. Refer to this article for features and integrations that are available within this environment.
Lucid for public sector:
This term can be used to describe the Lucid Visual Collaboration Suite when we are talking to public sector customers or prospects. It does not describe our FedRAMP Authorized offerings.
Sections of Lucid websites
Sections of Lucid websites should not be capitalized (such as help center, learning campus, developer portal, marketplace, etc.) unless otherwise noted below:
- Lucid Community (capitalize when referring to the full name, but lowercase when the term “community”
- is used on its own, such as “Give us your product feedback in our new community!”)
- Lucid Training Labs
Other companies and products
When you refer to other companies or their products, use the names from their official websites. Full product names or shortened terms are both acceptable. Some partners and competitors that we often name (and that are easy to get wrong) include:
draw.io (formerly diagrams.net)
iOS, iPhone, iPad
Google Workspace (formerly G Suite)
Microsoft Visio, Visio
monday.com
Mural (no longer MURAL)
OmniGraffle
Diagram names
Unless a specific keyword requires you to write it another way for SEO purposes, prefer these spellings of terms common to our industry:
entity-relationship diagram, ERD, ER diagram (not “ERD diagram”)
flowchart (not “flow chart”)
mind map
swimlane (not “swim lane”)
timeline (not “time line”)
wireframe (not “wire frame”)
Don’t capitalize diagram names, except when they are named after a person, as in Venn diagram or Gantt chart.
Agile terminology
Because Lucid customers are primarily teams who build and implement technology, we often write about Agile, Scrum, or other software development and project management approaches (for a basic description of what Agile is, see this blog post). Use the following spelling and punctuation for these terms.
When referring to Agile software development practices, including the Agile values and principles as defined by the Agile Manifesto, capitalize Agile.
The goal of Agile is to help teams deliver better work, faster.
When using agile as an adjective, keep it lowercase.
When teams are hybrid, they face a new set of challenges that makes it difficult to remain agile.
One of the biggest ways to model agile transformation is through an agile mindset. This is a key part of becoming an agile leader.
Capitalize the names of specific methodologies or frameworks. For example:
Scrum
Kanban
Extreme Programming
Do not capitalize roles, artifacts, and meetings in Scrum, other than the word Scrum. For example:
Scrum master
Scrum team
product owner
daily Scrum
product backlog
sprint review
Additional terms
Use the following spelling and punctuation for these terms related to the tech industry.
A/B tests
add-on (noun)
backup (noun or adjective); back up (verb)
coworker
e-book
front-end development; back-end development
home page
hotspot
infographic
internet
life cycle
log-in (noun); log in (verb)
markup
onboarding
plugin (noun)
pop-up
real-time (adjective before noun); in real time (adverb)
setup (noun); set up (verb)
smartphone
touchscreen
username
webpage
website
workflow
For terms not found in this list, defer to the Merriam-Webster Dictionary.
Grammar and mechanics
At Lucid, we adhere to certain grammatical rules to keep our writing clear and consistent across channels. These guidelines apply to every content type, unless otherwise noted in later sections. We use the AP Stylebook with a few notable exceptions defined in this guide. Refer to this resource for any questions not answered in the style guide.
Capitalization
Titles and headers
Lucid uses AP-style sentence case for nearly all titles, headings, or buttons in the products themselves, on our marketing websites, and in other written collateral. This means that you capitalize the first word of the title or heading; the first word of a subtitle; the first word after a colon or end punctuation in a heading; and proper nouns (i.e., the names of specific people, places, or things). Everything else should be in lowercase.
There are a few exceptions to this rule:
- Title tags—the title that shows up in search results—should be in title case.
- See “Writing for SEO” for more details.
- If you are referencing a title that the creator or publisher ordinarily styles in title case
- (e.g., Harry Potter and the Sorcerer’s Stone, Mindset: The New Psychology of Success),
- use AP-style title case. Essentially, capitalize everything except for prepositions (e.g., to, in),
- articles (e.g., a, and, the), and conjunctions (e.g., and, but, if).
When in doubt, use sentence case.
Do
Don't
How to import AWS data in Lucidscale
How to Import AWS Data in Lucidscale
How To Import AWS Data In Lucidscale
How to import aws data in lucidscale
Beyond the buzzword: What is visual collaboration?
Beyond the Buzzword: What Is Visual Collaboration?
Beyond the buzzword: what is visual collaboration?
8 time management techniques to help you work efficiently
8 Time Management Techniques to Help You Work Efficiently
New feature: Lucidchart now integrates with ServiceNow
New Feature: Lucidchart Now Integrates With ServiceNow
User research and journey mapping template
User Research and Journey Mapping Template
Ideation and brainstorming
Ideation & Brainstorming
Buttons
All buttons also follow AP-style sentence case.
Do
Don't
Read more
Read More
READ MORE
Sign up for a free trial
Sign Up for a Free Trial
Sign Up For A Free Trial
Features
In general, features within Lucid products should be capitalized if they are unique to our products, as if we are trying to brand or trademark the term, such as Breakout Boards or Note Panel. Features that are common to SaaS should not be capitaFeatureslized, such as revision history or search.
See Lucid glossary and feature names for specifics.
File extensions
When mentioning file extensions, we prefer all uppercase letters with a lowercase s for plural terms. If you need to refer to a specific file, keep the entire file name in lowercase.
PDFs, not .pdf files
lucidsoftware.pdf
Job titles and team names
Capitalize an individual’s title only when it’s used directly before their name. Titles written as acronyms should always be capitalized, regardless of their position in the sentence.
Ben Dilts is the co-founder of Lucid Software.
Co-founder Ben Dilts
Team names should be written in lowercase.
If you’d like more information about our Enterprise accounts, contact the sales team.
Formatting
Citations
Typically, we prefer citing sources naturally within the sentence where the data is given or simply providing a link to the source to avoid having our content appear too academic and less approachable. However, if you need to identify a source separately, include it in parenthesis at the end of the sentence, before the period.
--- According to research by Smartsheet,
--- over 40% of workers spend at least one
--- quarter of their work week on manual,
--- repetitive tasks, with email, data
--- collection, and data entry as the primary
--- time sinks.
--- Over 40% of workers spend at least
--- one-quarter of their work week on
--- manual, repetitive tasks, with email,
--- data collection, and data entry as the
--- primary time sinks (Smartsheet).
Headings
Headings at the same level on a page should be parallel to one another. Headings do not require ending punctuation.
Communication strategies for leaders
Tell the truth
Choose the appropriate time to communicate
Make communications meaningful
Be consistent
Encourage feedback
Examples
If you would like to give a quick example within a sentence, you can use “for example” or “e.g.” (which stands for exempli gratia in Latin and means “for example”) followed by a comma. These phrases are often placed inside em dashes or parentheses.
We should not use “ex:” or any other variation to denote an example.
Despite the benefits of remote work (e.g., higher productivity, greater job satisfaction, and reduced employee turnover), it can be difficult to build relationships from afar.
Note that “i.e.” (which stands for id est in Latin and means “that is”) has a different meaning: It is used to introduce a word or phrase that restates what has been said previously.
In dot voting, the idea with the most dots—i.e., votes—next to it wins.
Lists
Use a colon to end the sentence that introduces a bulleted list. Each list item should use sentence case—capitalize the first letter and keep the remaining words in lowercase unless you include proper nouns.
Use periods at the end of list items if they are complete phrases. If the list items on their own are fragments, you do not need to use ending punctuation.
With Lucidchart, you can:
- Pull up your work at any time, on any platform.
- Create diagrams easily with drag-and-drop
- functionality.
- Invite others to edit your document in real time.
During this Lately @ Lucid launch, we released some incredible new capabilities, including:
- Team hubs
- Touchscreen whiteboards
- Generate diagram with AI
- Microsoft 365 Copilot plugin
Use bulleted lists to group items or ideas together. Use numbered lists to explain the steps of a process or list items where the order makes a difference.
Items within the same list should be parallel to one another.
Spaces
Use only a single space after a period.
Units of measure
Do not use periods after units of measure (in, ft, lb).
UI elements
Lucid content often describes buttons, menus, and other items to explain how to perform actions within the software. When describing a button or an option the user will need to press, capitalize the word and bold it. Use the same punctuation and capitalization as the actual button on the editor.
In a Lucidchart document, click Insert from the menu bar.
Select Import Page.
Note that, while our standard is to have buttons in sentence case, there are still a lot of buttons added in title case. It’s more important to match the copy that’s in product to avoid confusion.
It is preferable to separate the steps of an action for clarity, but if you are short on space (for example, if you are writing up a product tip for social or our monthly newsletter), you can use angle brackets to show how someone would navigate through the website. Continue to bold text describing a button or clickable option.
Did you know that you can bring all of your Visio files into Lucidchart? From your documents page, click + New > Lucidchart > Import > Visio.
Note: If you are writing content for the help center, there are more specific guidelines for explaining actions within Lucid products. Refer to the help center style guide.
Block quotes
When using block quotes, use quotation marks around the quote itself unless the design already implements quotation marks in some way. Include the citation on a separate line with an em dash before the name and/or title and any other information about the person quoted.
“I don’t think enough people know how helpful this technology can be, but I do—I drew some of the original architecture and product sketches for Okta using Lucidchart.”
—Todd McKinnon, CEO and co-founder of Okta
Numbers
General practices
Spell out the numbers one through nine, and use numerals for numbers 10 or higher. For large numbers (millions, billions, trillions), use a combination of numerals and words, such as 8 million people. You should also use numerals for:
- Addresses: 221B Baker Street
- Dates, years, and decades: July 31, 1980; the 2000s
- Titles and headings: 17 brainstorming activities to
- spark innovation
As noted above, you can use numerals—even for numbers one through nine and especially at the start of a phrase—in title, headings, and other short-form copy where space is an issue or where we’re trying to make the number stand out to pull in readers.
Time
Use a.m. and p.m., along with numerals, to indicate times of the day, aside from noon and midnight. To describe measurements of time, spell out numbers less than 10.
Would you rather meet at 11:30 a.m. or at noon?
Let’s just meet in five minutes.
Percentages
When you include a percentage, use numerals followed by the percentage sign (%).
Punctuation
Ampersands
Avoid ampersands unless they are part of a brand name you use or part of a common acronym.
Johnson & Johnson is among Lucid’s many high-profile customers.
Our L&D team has created a Bridge course that will be required for all Lucid employees.
Colons
Use a colon to:
- Introduce a bulleted list (see Lists).
- Introduce a list or series of items at the
- end of a sentence.
You can use our bracket template to rate all sorts of items: best ice cream brands, best fall movies, best songs about Denver, etc.
- Introduce a complete sentence that
- clarifies or expands on the
- original sentence.
Just take a look at this study from McKinsey: Most workers spend 37% of their time making decisions, and more than half of this time was thought to be spent ineffectively.
- Call attention to the word or phrase that
- follows it.
We have the solution to help you promote clarity and align teams: visual collaboration.
If the phrase that follows the colon is a complete sentence, capitalize the first word of that phrase.
Commas
In a series of three or more items, separate the items with commas. Contrary to the guidelines in the AP Stylebook, include the Oxford comma (the comma before the final list item). You can also use commas to:
- Separate adjectives equal in rank.
Lucidspark is a flexible, dynamic space for teams to brainstorm.
- Set off nonessential clauses.
For example, if your co-worker uses a Mac, he or she can’t edit Visio files.
- Set off introductory phrases.
Since Lucidchart is a cloud-based software, it requires no downloads or software updates.
- Separate two independent clauses joined
- by a conjunction.
Scroll through pages using the arrows, or select a specific page with the drop-down arrow.
- Set off years within dates.
On November 9, 2016, we released our Google Slides integration.
- Set off states or nations used after
- city names.
Join us in Las Vegas, Nevada, for AWS re:Invent.
Contractions
Based on our company voice, everyday contractions are appropriate in all situations but in press releases. We do not use regional contractions, such as “ain’t” or “y’all.”
Ellipsis
Ellipsis should be used sparingly, most often to indicate the removal of words in a quote. If you need to use an ellipsis, use the ellipsis symbol in your word processor or text editor (…) rather than three separate periods (. . .).
Exclamation points
Use exclamation points to express strong emotion, but use them sparingly to avoid a bubbly tone. The amount of exclamation points that are acceptable depends on the audience and channel. For example, we would use more exclamation points on social media or in emails driving end-user engagement. We are less likely to use exclamation points when talking to decision-makers.
Marvel fans, assemble! In honor of Doctor Strange, we present a flowchart to determine your Marvel destiny.
Hyphens and dashes
Use hyphens to show ranges of numbers, dates, pages, etc. You can also use hyphens to construct compound adjectives when they appear before the noun. Compound adjectives that begin with “very” or an -ly word do not require a hyphen.
We will attend the conference September 10-14.
Try out our in-editor chat feature, and collaborate with your co-workers in real time. (Note that “real time” in this instance occurs after the noun, so it does not contain a hyphen, where a phrase like “real-time collaboration” would contain a hyphen.)
Use em dashes to interrupt a sentence, similar to a semicolon, but less formal. Do not include spaces on either side of the hyphen. Don’t use two hyphens (--) in the place of an em dash. Be careful about overusing em dashes: They can unnecessarily complicate or lengthen a sentence that could just be broken into two.
Learn how leaders can use one of the most impactful communication techniques—visuals—to effectively lead their organizations through change.
Documentation makes it easier to onboard new hires—simply share a Lucidchart document or Lucidspark board, and they can gain the context necessary to feel a part of the team and get to work.
Parentheses
Use parentheses in pairs to provide examples, add an aside, or introduce an abbreviation. While parentheses can make your content sound more lively and conversational, use these sparingly.
Let the dated activities of the past go (looking at you, human knot) and embrace a new generation of workplace connection.
An entity-relationship diagram (ERD) can help you visualize the relationships between components in your database.
Quotation marks
Use double quotation marks to denote quoted phrases or call out specific terms. Single quotation marks should only be used for a quote within a quote. Periods and commas go within the quotation marks, and other punctuation (such as exclamation marks, question marks, and colons) go outside closing quotation marks unless they are part of the quote.
Lucid’s Chief Evangelist, Bryan Stallings, explains, “The word ‘agility’ is everywhere today. Organizations are adapting to incorporate agility in response to unprecedented uncertainty and complexity.”
Semicolons
Semicolons can be used to interrupt a sentence, but they come across as a bit stuffy and formal in online content, so we try to avoid them in favor of commas or em dashes. Better yet, try simplifying the sentence.
Writing in-product messaging
On Lucid's product team, there is no designated individual who owns copywriting and messaging. Instead, each team does their best to craft messaging that they feel makes the most sense to their target user base. All messaging should be critiqued with these guidelines in mind before releasing to the public.
We also recommend that all UX copy be submitted for review with the content marketing team before it goes live in the product. Fill out this Asana form to request a content review.
Types of voice
Understanding into which category your project falls can help you which voice guidelines to apply to your work.
Inform
Back up your documents for safekeeping and restore them at any time.
Instruct
Add users to your team (who will then share your subscription) by setting up their accounts yourself or sending them email invites from this page.
Warn
This could take several minutes depending on the file size.
Convince
It’s easy to connect Lucidchart or Lucidspark to Google Drive and make Drive your home base.
Approve
Your payment was successful!
When you need to write messaging but don’t have much space (such as floating growls or mobile),
Lucid voice can be modified to be more brief. Possessives and actors can be removed (instead of “We can’t
load your template,” try “Can’t load template”).
Character
Character helps describe what messaging should do instead of what it says.
In line with our voice and tone guidelines earlier in this style guide, these additional guidelines help
address the "why" and "when" of product voice.
1. Lucid is encouraging and supportive when a user completes an important task (payment,
inviting team members, etc.).
Do
Don't
Sent! We invited 1 person to join your team.
Add by Email - Results: 1 invited to team.
2. Lucid reveals value when it's time to make a decision.
This messaging is presented when a user first encounters the ability to link Lucidchart
to Google Drive. See how much more convincing the first example is?
Do
Don't
Connect Lucidchart to Google Drive to create, open, and share your Lucidchart diagrams from Drive. You can also schedule automatic backups to your Drive. Learn more.
Connect Lucidchart to Google Drive to use our Drive integration.
3. Lucid presents information only when it's needed and doesn't preemptively explain problems.
Do
Don't
Upload fonts to share with every member of your team. You must have permission to share the font.
Team fonts are shared with the entire team. They show up in each team member's fonts list. You, as the admin, must have permission to share the font. The font file needs to be in TTF or OTF and cannot be a right-to-left font.
4. Lucid explains why problems may have occurred, empowering the user to avoid problems.
The 80/20 rule: Some errors may occur for several reasons. Instead of flooding the user with messages of possible errors,
consider what the most likely (80%) problem might be, and provide alternative for the rest (20%).
Do
Don't
The font you uploaded wasn't the right file type. Make sure your font is TTF or OTF and try again.
Error: upload failed
5. Lucid doesn't state the obvious.
Do
Don't
Back up your documents for safekeeping and restore them at any time.
Click the button below to save a backup of all your Lucid documents. You can use the backup to restore your documents at any time.
6. Lucid explains what the user needs to do on their end and what we'll do as a result.
Do
Don't
Upload a backup file, and we'll put the documents in a folder called "restore-<date>."
To restore your documents, select your backup file and click the restore documents button. Your documents will appear in your document list under a new folder with the name "restore-<date>."
7. Lucid addresses the most common user base.
Remember the 80/20 rule?
Do
Don't
Try dragging out a shape to get started!
Try dragging out a shape, importing data, or sharing this diagram with a friend.
8. Lucid is concise and isn't concerned with frivolous details.
Do
Don't
Automatically add and delete users from your team as you manage your Google Apps domain. We’ll transfer any documents from automatically deleted users to the admin’s account.
Google Provisioning: As the team administrator, you can decide if new users from your Google Apps domain are automatically added to the Team. You can also decide if users deleted from your Google Apps domain are automatically deleted from the Team, which will transfer their documents to the admin's account.
Tone
Tone deals more with the grammar and word choice of product messaging. These guidelines are
a bit easier to follow as they function as the dos and don'ts of copy.
See UI terms for additional guidelines on how to refer to specific parts of or buttons within the product.
1. Lucid sounds like a person, not like a robot.
If your messaging sounds like C-3PO, you're doing it wrong.
Do
Don't
This user will have to change their password the next time they log in.
The selected user will be required to change their password upon next login.
2. Lucid uses pronouns and names.
Remember: We're not robots. Remind customers that there are real humans behind the interface.
Don't be afraid to say names like John, you, we, us, etc.
Do
Don't
Hey Rob, let's make a flowchart you can be proud of.
Start by creating a basic flowchart.
3. Lucid is not overly polite or cloy, and we don't always need to say sorry or please.
As a rule of thumb, we should only say “sorry” and “please” when it's our fault.
For example, if a user uploads a file, and there's an error with the upload, we can say,
"Sorry, the upload didn't work. Please try again."
Do
Don't
To get started, upload your document.
Before beginning, please select the document you would like to upload.
4. Lucid uses the active voice (not passive).
Active voice always has a clear actor. Compare the two following examples:
You renamed your file.
The file name was changed.
The first example uses active voice because it clearly identifies who performed the action. The second example uses passive voice. The second example suggests that an ambiguous third party made the change, when, in reality, we are simply confirming that the user's action worked. Consider another example:
We couldn’t upload your file.
Your file couldn’t be uploaded.
The first uses the active voice, and the second uses the passive voice. The first example accepts responsibility and builds trust (we couldn’t complete this action, and we know it’s our fault) while the second example pushes off responsibility as if it was out of our control. By accepting responsibility, we convey ourselves as being a trustworthy partner in users’ work.
By default, Lucid always uses active voice with a few notable exceptions:
-If the messaging portrays Lucid in a negative way (e.g., instead of
- “We’re ignoring your filters because…,” try “Your filters are being
- ignored because…”)
- If we can’t confidently identify who triggered an action because of
- collaboration or other technical reasons (e.g., instead of “You
- changed Jill to Jane,” try “Jill was changed to Jane”)
- If the messaging appears accusatory or critical of the user (e.g.,
- instead of “You typed your password in wrong,” try “The password
- was incorrect”)
Do
Don't
If this user already has an account, we'll send them an invitation to join your team.
If the user already has an account, an invitation to join your team will be emailed to them.
5. Lucid uses contractions (except for some business and legal cases).
Do
Don't
Can't see your image? Make sure you've adjusted your sharing permissions.
If you cannot see the uploaded image, you will need to adjust your sharing permissions.
6. Lucid says "can" instead of "may" or neither.
Do
Don't
Add users to your team (who will then share your subscription) by setting up their accounts yourself or sending them email invites from this page.
To add users to your team, who will then share all the benefits of your own subscription, you may either set up their accounts yourself, or you may invite them via email on this page.
7. Lucid is declarative.
Starting your copy with a verb is a good way to write declarative, action-oriented messaging.
Do
Don't
Upload a backup file and we'll place the documents in a folder called "restore-<date>." This could take several minutes depending on the size.
To restore your documents, select your backup file and click the restore documents button. Your documents will appear in your document list under a new folder with the name "restore-<date>."
8. Lucid emphasizes action instead of "Click here."
Do
Don't
If you're a professor or faculty member, request a free Team account for you and your students.
If you're a professor or faculty member, click here to request a free Team account for you and your students.
Capitalization
Lucid uses AP-style sentence case for all titles, headers, buttons, menu items, actions, and paragraph text.
This means that you capitalize the first word of the title or heading; the first word of a subtitle;
the first word after a colon, em dash, or end punctuation in a heading; and proper nouns.
Everything else should be in lowercase.
See Capitalization under Grammar and mechanics for further details.
Do
Don't
New feature: Import your diagrams from Miro and Mural
New Feature: Import Your Diagrams from Miro and MURAL
Get started in Lucidspark
Get Started in Lucidspark
Try it out
Try It Out
TRY IT OUT
Dates and times
For in-product messaging specifically, use three-letter abbreviations for months
without a period at the end: Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, Dec.
For times, omit periods after am and pm. Other than these exceptions, follow AP style
guidelines for dates and times.
Writing help center content
When writing content for the Lucid help center, we honor AP style as well as Lucid brand and copywriting style guidelines first. There are some instances where we rely on unique rules outlined in the help center style guide.
Generally, those rules are:
- Use plain, simple language in all help content. Aim for an eighth-
- grade reading level. Lucid users are busy, and we want to help them
- find their answer quickly so they can get back to work.
- In a list of numbered steps, write one step per list item. This applies
- even when the list of steps gets long. Some users may be stuck in
- the middle of a process—with this approach, they can quickly scan
- through the list and find the next step.
- Add screenshots only when they are helpful and necessary.
- Alongside clear copy, screenshots help to add clarity to a process.
- Don’t use colors to describe icons and buttons. Instead, take
- screenshots of individual icons to show (in addition to tell) users
- what they should click. This guideline makes our content more
- accessible—providing a screenshot in addition to clear instructions
- helps readers with visual and cognitive conditions.
- Provide additional resources using content blocks to call out tips,
- notes, and article links to learn more. Seamlessly surface tips and
- other important information for users who want or need
- more resources.
- Implement SEO best practices in Zendesk Guide article titles and
- HTML. Keywords and a good SEO strategy increases the likelihood
- that the right help content is ranked higher in organic search.
Writing marketing emails
The following guidelines apply to HTML marketing emails sent via Marketo. These include newsletters, transactional emails, onboarding flows, nurture flows, reactivation flows, and the like.
Emails that come from an individual at Lucid are typically in plain text and therefore don’t include the same elements as HTML emails. However, we do still recommend following best practices for email communication. See guides such as “How to Write Better Emails at Work” and “How to Write a Perfect Professional Email in English: 7 Useful Tips.”
Copy elements of an email
Subject line
Arguably the most important element because we won’t get anywhere without readers opening the email in the first place. Subject lines should be clear first, catchy second, and they should entice the reader to learn more.
The subject line should ideally be 30-50 characters, with a max of about 60 characters.
The subject line should be in sentence case.
Include a CTA with strong verbs and active voice.
We tend not to use emojis because they are more commonly used with B2C companies and lifestyle brands, but there’s not a hard-and-fast rule.
Preheader
The text that displays after the subject line in someone’s inbox but is invisible in the email itself. The preheader should answer the “why” or “how” of the subject line.
Aim for 90 characters or less for your preheader. There’s not a strict character count for the preheader, but it needs to have the most important information at the beginning in case some providers cut it off.
Header
The bold text at the top of some marketing emails.
Body text
The main message you want to deliver to this audience.
Keep the text as brief and scannable as possible. Use short paragraphs. Bullet points are also a great option to help readers quickly consume the key points or elements of your message.
Bold any items that you want to stand out when a reader quickly scans your email content, such as dates and times.
Try to limit the number of links you’re including in the email (not applicable to newsletters).
CTA
The call to action at the end of the email.
Keep the CTA clear and brief, about two or four words.
In most emails aside from newsletters, we typically only include one call to action. If there are multiple CTAs, optimize for the most important one based on the goal of the email.
Footer
Standard information that follows CAN-SPAM rules. This section includes a link to email preferences and Lucid’s mailing address.
Note: For more information, use the Litmus guide “Foundations of Email Design” as a resource, which is available in the content style guide folder on Google Drive.
Additional guidelines
We should not write marketing emails as if they’re coming from a specific person. We reserve this approach for emails that will actually come from someone at Lucid, such as product outreach, sales, customer success, etc., in a text-only format.
Due to the previous point, we don’t typically use greetings in marketing emails.
We should not include “First name” anywhere in the email because our data is not reliable enough.
Writing blog posts and long-form content
Blog posts and other long-form content often include more flexibility than some other types of content mentioned in this guide. However, there are still guidelines to be mindful of.
Blog posts
For the purpose of this style guide, “blog posts” refers to 1) organic, SEO-driven blog posts, 2) thought leadership blog posts, and 3) bottom-of-funnel, product-centric blog posts. It does not refer to guest or ghostwritten blog posts.
Blog posts should typically be written from a second- or third-person point of review. First-person point of view is not used for the majority of blog posts (there may be some exceptions). See Point of view for more information.
Introductions of blog posts should aim to be to the point and match the intent of the reader.
Don’t include an author unless you want to designate that the blog post is coming from someone specific.
SEO
Organic blog posts should follow SEO best practices. Thought leadership and product-centric blog posts should also aim to follow SEO best practices, but in these cases, SEO comes second to clarity and reader experience. See Writing for SEO for more details on what this looks like.
In all blog posts, be mindful of opportunities for internal linking and choose SEO-friendly anchor text.
Calls to action, templates, and images
Always include a call to action (CTA) at the end of the post. CTAs should be active, remain succinct, and progress the reader further down the marketing funnel. You can also use in-text links to link out to other relevant sources and data.
Include clickable template images with captions where it makes sense. Note that a clickable template should link to the respective template page, not the in-app template.
The only images that are always added to blog posts are a header image and a CTA image—both of which are pulled from a library of images. Opt for additional images in the body of the blog post only if they will enhance the copy. All images should include alt text.
Other long-form content
Other long-form content outside of blog posts could include e-books or SEO-driven pages such as consideration pages and discovery pages.
For SEO-driven pages, you should refer to Writing for SEO and implement SEO best practices while also keeping the reader experience in mind.
E-books are used primarily for demand generation. They are ideally a blend of:
- Setting up the background of the topic
- Thought leadership around the topic
- Actionable tips a reader could put into practice
Depending on the goal of the specific e-book, include Lucid messaging and CTAs as it makes sense for the particular audience.
Additional guidelines
For all types of long-form content:
- Cut down wordiness where possible.
- Use clear headers that make the content easy to skim.
- Em dashes are preferred to semicolons—just don’t overuse them!
- It is okay to start some sentences with conjunctions such as,
- so, and, but, etc.
Writing website copy
This section is all about webpages that try to get users to do something that contributes to Lucid’s bottom line or puts viewers into our sales pipeline. This includes solutions pages, home pages, integration pages, webinar registration pages, and URLs that push people to sign up, upgrade, renew, purchase, download, or talk with a salesperson, etc.
The majority of the time, clarity is more important than cleverness in website copy. Be clear in regard to our tone and voice, the audience we’re addressing, the benefits our features offer, and the action we want our audiences to take.
Copy elements of a webpage
Website copy consists of four main categories: headers, subheaders (i.e., subheadlines),
body copy, and CTAs (calls to action).
Headers and subheaders
Think of headers as “attention grabbers.” Their main purpose is to:
1. Get viewers to continue down the page and consume more of
-- the page’s content.
2. Communicate value that’s relevant for the intended audience.
The headers in hero sections (H1s) are especially important. They are the first thing a website visitor sees, and if you lose them there, they likely won’t continue. Remember, clarity tends to trump cleverness.
Scenario: header for a landing page. The CTA is to get viewers to sign up for a free account.
Do
Don't
Create a professional diagram in less than 5 minutes
Why: The value is clear: You can create a professional diagram, and you can do it quickly. “Create” is also actionable. It’s clear what viewers can do with our software.
You’ll love our diagramming software with all your chart
Why: There’s really no value communicated here other than “love.” A heading like this might be better for an email subject line or as a display ad tagline, where the only goal is to get the reader to open or click something.
Headers further down the page should aim to get viewers to read subheaders and body copy. They can focus on important, unique features or the relevant benefits features make possible.
Subheaders are typically positioned below headers. They add important context to headers and also aim to get viewers to read the body copy.
Do
Don't
Header: Create a professional diagram in less than 5 minutes
Subheader: Build process flowcharts, mind maps, and anything else with a free account
Why: In the subheader, we clearly define what some of those diagrams are. We also make it clear that a free account is available.
Header: You’ll love our diagramming software with all your chart
Subheader: Build the flowcharts of your dreams
Why: Flowcharts aren’t typically something people dream about. It doesn’t add any context to the header at all either. It’s all fluff and no stuff.
Body copy
Body copy is where we can get more specific with what we offer. You still want to keep things concise, but this is the place to be more detailed in the value a particular feature offers.
Do
Don't
Header: Create a professional diagram in less than 5 minutes
Subheader: Build process flowcharts, mind maps, and anything else with a free account
Body copy: It’s easy to get started in Lucidchart, thanks to:
- Easy-to-navigate UI
- Dozens of shape libraries
- Useful templates
- In-product feature search
Why: Most of the time, it’s not okay to just list features unless you have clearly communicated their accompanying value(s). The first part of the body copy does this (getting started is easy), so it’s fine.
Bullet points are also helpful to break up copy and make it skimmable.
Header: You’ll love our diagramming software with all your chart
Subheader: Build the flowcharts of your dreams
Body copy: Get started quickly and build flowcharts, process maps, org charts, system diagrams and more with intuitive UI, shape libraries, templates, help center articles, and more!
Why: This sentence is long and contains multiple ideas and several features. It’d be better to parse this out into two or three sentences.
CTAs
Calls to action are a must for pretty much every page. Typically they’ll be on buttons or as linked text. Several typical CTAs include:
- Sign up
- Log in
- Try now
- Try free today
- Download XYZ (PDF, e-book, etc.)
- Share
- Read more
Feel free to use CTAs outside of this list. But CTAs should be concise. Avoid more than three to four words when you can.
- Learn more
- Get started
- Register
- Talk to sales
- Watch now
Do
Don't
CTA: Download free e-book now
Why: It’s clear, it’s concise, and it implies taking action sooner rather than later.
CTA: Download your copy of this all-in-one guide today before it’s too late!
Why: It’s too long and contains more than one idea. Consider including text like “all-in-one guide” in your header, subheader, or body copy. If that information is important, don’t leave it for the CTA.
Your first focus should be to make your headers, subheaders, and body copy relevant and easy to read. As a result, the wording for the CTA becomes less important. If you’ve written your other copy in such a way that your user is excited to take action, the CTA merely functions as a way for them to do that (click).
A viewer should know what kind of content they’ll see after they click on CTA. “Read more” implies there will be something like a blog post or e-book. If “Read more” takes someone to a video, that’s misleading.
Writing for social media
These guidelines are specific to those writing social media posts from our corporate accounts or as Lucid Software. Lucid employees who are posting from their personal accounts as themselves are not held to the same standard, although many of these principles are simply best practice for social media and can be used to write some approachable, successful posts.
Voice and tone
Our voice on social media should stay consistent with all other content we produce as a company. We speak in a way that’s smart and informative, yet friendly, approachable, and occasionally witty. See Voice and tone for more information.
Due to the nature and goals of social media, we do adjust our tone. We take a more playful, conversational approach with a mix of informative and lighthearted posts—but always tying back to the business and our key messages. We are approachable, authentic, and social humans behind the screen.
Social is primarily an awareness channel instead of a performance channel, and social content should feel conversational and helpful—like a friend messaging you with a link to an article they liked or a colleague sharing a helpful resource during a daily standup that the team could use in their work.
Do
Don't
Another round of Lucid Live Training Labs is heading your way this December 🎉
Why: Uses professional but informal, casual language (“another round,” “heading your way”)
We have added new Lucid Live Training Labs for December to our webinar calendar. Sign up for them here:
Why: Too formal
Tell us we’ve added new training labs to our calendar without telling us.
Why: Too youthful and trendy; trying to force a viral meme format where it doesn’t fit
Hooks
Good social media copy stops people from scrolling. Being bold without lying, acknowledging a poignantly felt pain point, or asking a thoughtful audience-focused question are great ways to start a post.
When writing hooks, don’t use clickbait or bait-and-switch tactics: Give people value, information, and/or entertainment up front and immediately (either in the post copy or the image copy), even if you’re promoting a longer piece like a blog or an e-book.
Do
Don't
Tired of awkward silence on Zoom calls? 🦗
Check out our guide for 5 practical tips for re-energizing a dead meeting.
Why: Uses a common pain point in the form of a rhetorical question, plus an emoji to humorously convey the idea of “crickets” during a virtual meeting, to drive interest in our relevant guide
We bet you can’t guess our 5 tips for making your meeting more effective!
Why: Focused on drawing more attention to the existence of our post instead of the message it contains; clickbaity; cheesy
Length
A general rule of thumb is to keep copy as short as possible without losing the key message.
- Twitter character limit is 280 characters, including links.
- For LinkedIn, try to keep characters roughly the same as our Twitter
- copy when possible. If you need to go longer, use line breaks
- liberally in order to break up the copy.
Copy that seems short in a Google Doc can look much longer when posted in a short-form platform like Twitter. Pasting your copy into the composer on the actual platform is a good way to get a sense of how it will look when published.
When writing about feature releases or new integrations, resist the urge to just include a lengthy bulleted list of every new feature—look for ways you can group or consolidate features that have similar end benefits in order to keep bulleted lists to two or three short lines.
Avoid using the same copy in the post as you do in the image, and look for other opportunities to cut redundant copy.
Emojis
Use emojis sparingly. Use emojis only for added effect or to underscore an emotion, not as a replacement for words (replacing words with emojis creates accessibility issues for screen readers).
Other dos and don’ts
Do:
- Lead with customer benefits.
- Use active voice, not passive.
- Refer to ourselves as “Lucid” in copy, not “Lucid Software” (they
- already have enough context clues from our account name to know
- which Lucid company we are).
- Write list items or titles in sentence case, not title case.
- Use pronouns and names.
- Use language commonly used by our audience and users.
- Tap into current happenings and trending topics when appropriate
- while staying on brand.
- Discuss relevant topics and situations happening among users (e.g.,
- Q4 finishing, fiscal year, current world situations).
Don’t:
- Put the product and company first (it comes off self-serving,
- salesy, and out of touch).
- Use ampersands instead of “and” or break grammar rules to get
- under a character limit—find another way to shorten what
- you’re saying.
- Use overly complex jargon or internal Lucid terms our audience
- wouldn’t understand.
- Use unprofessional slang, use dirty humor, engage with political or
- religious discussion, or make drug or sexual references.
- Use company-specific numbers (like revenue).
Writing for SEO
Even if a blog post or webpage isn’t written for the specific purpose of targeting keywords and bringing in organic traffic, there are a lot of page elements that you can optimize to perform better in search results.
See “Blog SEO: The Complete Guide” from ahrefs for more insights.
Keywords
Use the following guidelines to optimize your piece with relevant keywords.
- Use keywords exactly as provided, modifying only for grammatical
- correctness (e.g. changing “what is sales funnel” to “what is the
- sales funnel”).
- Include the primary keyword in the actual title, title tag, and URL
- slug for the page.
- Include the primary keyword within the first 100 words of the piece.
- Use the primary keyword at least two additional times within
- 1000 words.
- Use any secondary keywords at least one time each.
- Where applicable, include keywords within the alt text and captions
- of images.
- If possible and natural, use keywords as anchor text and
- in headings.
Links
Internal links should direct readers to pages or posts that push readers further down the funnel. Place the link on relevant keywords (e.g. “Read our latest post to learn how to make a Venn diagram in Google Docs”) rather than include unnatural anchor text (e.g. “Click here!”). Do not include any punctuation following the anchor text as part of the link.
We discourage external links since we don’t want to drive visitors away from our website and away from conversion. We will allow contributors (guest writers, case study subjects, experts who contribute a quote, etc.) one external link with branded anchor text. The link should direct to their homepage, with rare exceptions.
Additional elements
Title tag:
The title that shows up in search results. It’s usually a slight modification from the actual title on the blog itself to optimize for search.
- Use title case. (This is one of the few areas at Lucid where
- it’s allowed!)
- After the main title, include a vertical bar ( | ) and then the name of
- the site, such as “20 Brainstorming Techniques | Lucidspark.”
- Keep to 70 characters or less because the SERP (search engine
- results page) will cut off your title past that point. You can use a
- SERP snippet optimizer to see how it’ll look.
- Try to position the primary keyword as close to the start of the title
- as possible.
- Keep it simple. Your actual title might be “Caught in a brainstorm:
- 20 brainstorming activities to get your team’s juices flowing,” but
- “20 brainstorming activities” will more clearly show the user why
- the result was relevant to their search term.
Meta description:
A short description of the webpage that displays underneath the title tag and URL in search results.
- Keep to 170 characters or less.
- Include the primary keyword as it will be bolded in the SERP and
- help readers see how our content is relevant to their search term.
URL slug:
The final part of the URL, which describes the individual page.
- A shortened version of the blog title (or whatever you use for the
- title tag) is typically sufficient for the URL slug. Make sure that you
- have included the primary keyword.
- Use hyphens to separate each word.
- Use lowercase letters.
- Remove any numbers or dates to keep the URL evergreen, even
- through updates.
- If you need to change the URL after publishing a post for any
- reason, make sure to contact the SEO team about setting up a
- redirect, otherwise it will negatively impact the article’s SEO
- rankings for a time.
Headings:
In the body text, use H2, H3, and subsequent tags to denote headings and subheadings rather than bold or italic text (H1 is already used for the blog or page title). Use keywords within headings when practical.
Images:
Since our company promotes visual collaboration, we encourage the use of images throughout a blog post—particularly templates, as they encourage readers to sign up for and use our products.
- Use descriptive file names when uploading the image into Cashy
- (e.g., “current state flowchart” instead of “IMG_95742”).
- Include alt text on every image. Describe your images in a few
- words, using keywords where appropriate, to help visually impaired
- users that use screen readers. See Writing for accessibility for
- more information.
Featured snippet:
A short snippet of text that appears at the top of Google’s search results pages in order to quickly answer a searcher’s query. These snippets appear above the traditional number-one spot.
- On blog posts, you can answer a specific search term (e.g., “how to
- make a flowchart” or “what is an org chart”) before the introduction
- to try and get the featured snippet. Use specific HTML to set this
- answer apart.
Writing for translation
As Lucid expands globally, we need to write content—particularly website copy, forms, in-product messaging, and automated emails—that translators and international audiences can easily understand and translate into languages other than American English. We should strive to be as inclusive as possible.
Many of the principles discussed previously will help in this endeavor:
- Use active voice over passive voice.
- Use simple sentence structures.
- Use positive language.
Consider these additional guidelines (adapted from Mailchimp) if you are writing content specifically to be translated for international audiences.
Prioritize clarity.
Keep your copy brief, but don’t sacrifice clarity for brevity. You may need to repeat or add words to make the meaning of your sentences clear to a translator.
Avoid vague pronouns.
The pronouns you use should clearly refer to a previous noun in the sentence. “It,” “this,” “which,” and “that” could all be vague pronouns.
Avoid words ending in -ing.
Many types of English words end in -ing (nouns, adjectives, progressive verbs, etc.), and translators may have difficulty distinguishing the various types.
Avoid words with multiple meanings.
Try to use a more specific term. For example, you could replace “select the right image” with “select the appropriate image.”
Avoid the following words and mechanics:
- Idioms, metaphors, slang, cliches, or examples specific to
- one country
- Shortened words, even if they’re common in English
- (use “application,” not “app”)
- Uncommon foreign words (use "genuine,” not “bona fide”)
- Unnecessary abbreviations (use "for example,” not “e.g.”)
- Converting one part of speech into another if it isn’t already
- commonly used (use "Send us an email” instead of “message us”)
- Non-standard or indirect verb usage (use “he says,” not “he’s like” or
- “he was all”)
- Double negatives
- Synonyms, generally. Don't use a lot of different words for the same
- thing in a single piece of writing. Instead of mixing it up with
- “campaign,” “newsletter,” “bulletin,” etc., pick one term and stick
- with it.
Writing for accessibility
At Lucid, we want to help everyone collaborate more effectively—but that means our content needs to be accessible to a broad and diverse audience, including users of all mental and physical capacities. Follow these guidelines (adapted from Mailchimp) to make content accessible to anyone using a screen reader, keyboard navigation, or Braille interface.
Include alt text
The alt tag is the most basic form of image description, and it should be included on all images. The language will depend on the purpose of the image:
- If it’s a creative photo or supports a story, describe the image in
- detail in a brief caption.
- If the image is serving a specific function, describe what’s inside the
- image in detail. People who don’t see the image should come away
- with the same information as if they had.
- If the text in the image is essential to understanding the image (e.g.,
- infographics), include that text as part of the alt text.
- If you’re sharing a chart or graph, include the data in the alt text so
- people have all the important information.
Some additional tips:
- Keep alt text shorter than 120 characters.
- Separate words with underscores or hyphens.
- Don’t use special characters like ampersands, apostrophes, etc.
Each browser handles alt text differently. Supplement images with standard captions when possible.
Avoid directional language
Avoid directional instructions and any language that requires the reader to see the layout or design of the page. This is helpful for many reasons, including layout changes on mobile.
Do
Don't
Select from these options:
(with the steps listed after the title)
Select from the options in the right sidebar.
Use headers
Headers should always be nested and consecutive. Never skip a header level for styling reasons.
To help group sections, be sure the page title is H1, top-level sections are H2s, and subsequent
inside those are H3 and beyond. Avoid excessive nesting.
Label forms
Label inputs with clear names, and use appropriate tags. Think carefully about what fields
are necessary, and especially which ones you mark as required. Label required fields clearly.
The shorter the form, the better.
Use descriptive links
Links should provide information on the associated action or destination.
Try to avoid “click here” or “learn more.”
Using inclusive language
As noted in our brand personality, Lucid is warm, friendly, and inclusive. We want to help everyone solve problems and turn their best ideas into reality, which means that we do not use words that reflect prejudiced, stereotyped, or discriminatory views and could potentially alienate certain people. This applies to culture, religion, race, ethnicity, gender identity and expression, sexual orientaiton, veteran status, disablity, size, age, socio-economic status, and more.
Going a step further, we want to discard any inhumane language and language that “others” people. Slurs and other blatantly discriminatory language are never acceptable. We speak and write in a way that creates an environment where everyone is able to feel respected, safe, and included.
Referring back to the Writing for Translation section of this guide, we also don’t use idioms, metaphors, slang, cliches, or examples specific to one country. We have Lucid users all around the world, and our content should be mindful of that.
The following are other phrases that we should avoid in an effort to be more inclusive.
Don't
Do
We don’t use the word “resources” when referring to people.
We are people, team members, Lucidites, colleagues, participants, humans, folks, etc.
We don’t use language that “others” people such as “offshore teams.”
We use terms that are more specific (when needed) rather than exclusive, such as “APAC team,” “EMEA team,” “North Carolina office,” etc.
We don’t “drive” or “run” human activities. We don’t drive people, meetings, or projects. We don’t run meetings, teams, or projects.
We lead people, facilitate meetings, and manage projects.
We don’t use gendered language, such as “boys,” “girls,” “guys,” “men,” “women,” “ladies,” “gentleman,” “his or her,” etc.
We use gender-neutral language, such as “everyone,” “their,” “team members,” “team,” “developers,” “folks,” etc.
When checking for inclusive language, it may be useful to keep the following questions
in mind:
- Do you need to refer to personal characteristics such as gender,
- religion, race, disability, or age at all? (Most often, probably not.)
- Are the references to group characteristics expressed in
- inclusive terms?
- Do the references to people reflect the diversity of that audience?
- Does your use of jargon and acronyms exclude people who may not
- have specialized knowledge of a particular subject?
Remember to lead with respect and inclusivity, and if you’re not sure whether something is inclusive language or not—ask!
Changelog
Updates made July 11, 2025
Updated the Voice and tone and Brand names sections to include descriptions of our new brand personality traits and new work acceleration messaging
Updates made September 19, 2024
Terminology: Under Additional terms, updated “co-worker” to “coworker”
Updates made July 17, 2024
Introduction: Changed marketing request form to Smartsheet
Grammar and mechanics: Under Lists, made a slight change regarding ending punctuation needed for bulleted list and provided an example
Update made May 31, 2024
Using inclusive language: Added that we do not use “run” to refer to human activities
Updates made November 22, 2023
Terminology: Added a section regarding public sector offerings
Terminology: Added a section to address when we capitalize parts of the Lucid websites, such as the help center, marketplace, etc.
Terminology: Updated that we’re no longer requiring writers to include the trademark symbol after the term “Visio”
Terminology: Updated company name to reflect that diagrams.net is once again known as draw.io
Terminology: Added “life cycle” under Additional terms
Grammar and mechanics: Added that ampersands can be used as part of common acronyms (such as L&D)
Grammar and mechanics: Under Numbers, clarified the proper use for numerals
Grammar and mechanics: Added a section about styling block quotes
Writing in-product messaging: Added a section on dates and times