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Maintain consistent onboarding microcopy

Ensure all onboarding walkthroughs and tasks follow agreed editorial rules for spelling, CTAs and benefit placement.

Audience

This guide is designed for project manager.

Steps

Step 1: Review the onboarding walkthrough catalogue

Open the onboarding walkthrough configuration to see all available walkthroughs and confirm each title, description and optional benefit reflect your editorial standards.

Review the onboarding walkthrough catalogue

Step 2: Confirm British English spelling in user-facing text

Scan walkthrough titles, descriptions and benefits to make sure they avoid US spellings such as "personalize", "organize" or "favorite", updating copy to the agreed British English variants.

Confirm British English spelling in user-facing text

Step 3: Standardise call-to-action wording

Check each walkthrough step’s button text and ensure it only uses the approved CTA vocabulary of "Start", "Next" and "Finish" for a consistent experience.

Standardise call-to-action wording

Step 4: Validate where benefits are shown

Ensure any stated benefits for a walkthrough appear only on the walkthrough overview, its first step or its final step, and remove benefits from any mid-flow steps.

Validate where benefits are shown

Step 5: Run automated guardrail checks with your team

Ask your development team to execute the microcopy guardrail tests so you can verify that all onboarding flows pass the spelling, CTA and benefit placement rules.

Run automated guardrail checks with your team


Last updated: 2026-08-24