If your saved view name reads like a filing cabinet label, no one clicks it. Microcopy is your growth hack: name it like a button people want to press.
The formula (keep it simple)
- Name pattern: [Emoji] [Job to be done] — [Scope or threshold] (Audience if needed)
- One‑liner: “Why this view exists” in one sentence. Action + payoff.
Naming rules that earn clicks
- Lead with the job, not the noun. Action beats category.
- Keep it under ~30 characters. Truncated names don’t get love.
- Use consistent emojis. Pick 6–8 and stick to them.
- Scope it. Add “>30d,” “High,” or “This Week” so expectations are clear.
- If it’s personal, say so. “(Me)” or “My Queue” prevents confusion.
Your emoji shortlist (use sparingly)
- 🔎 find/triage
- 🚩 risk/attention
- ✅ done/clean
- 🧹 cleanup/dedupe
- 💤 stale/aging
- 📥 imports
- ⚙️ ops/system
- 🧪 test/sandbox
Before/after names with one-liners
- Before: Potential Duplicates
After: 🧹 Needs Merge — High
Why: Highest confidence dupes first; clear 5 in 5 minutes. - Before: Validation Errors
After: 🚩 Fix These First — New <14d
Why: Fresh exceptions you can fix fast to stop downstream rejects. - Before: Records Updated Last 30 Days
After: 🔎 Updated Last 30d — Owner Is Me
Why: My active work; oldest first so nothing rots. - Before: Regional Accounts — West
After: 🌎 West — Active Only
Why: Only the accounts we’re working right now, no archive dust. - Before: Import QA
After: 📥 Post Import Spot Check — [Source]
Why: Sanity check yesterday’s import; catch mapping oops early.
Microcopy that moves people
- “Use daily to triage new records; five minute pass.”
- “Fix these first to keep reports clean.”
- “Merge only when two fields agree; park the rest.”
- “Clear by Friday; we’ll post the count.”
- “Safe to share; no sensitive columns.”
Where to add the one-liner
- In the view description/notes (so it shows on hover).
- In the launch post right under the link.
- As the first comment in the thread so it’s easy to find later.
Pin or bin: your 10 day test
- Did someone use it in the last week? If not, unpin.
- Does it save two minutes per use? If not, simplify or kill.
- Is there an owner? If not, assign one or archive it.
Screenshots to include (if you can)
- The rename flow: old name vs. new name, plus where to add the one‑liner.
- A pinned views bar with 5 punchy names (show, don’t tell).
- A click‑through heatmap after your rename (if you track it).
Your turn (quick)
- Post one before/after rename and the one-liner you used.
- Nominate one view to unpin this week. Why should it go?
- Share your emoji set. If we align on 6–8, we’ll all move faster.
