This article is focused on answering How To Integrate With Xero …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page requests think about it more like creative demands from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i wish to show you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you people that as well and lastly i’m going to show you control panels um so let’s start in a minute i just wish to pull up the um thing that i wished to show you men so i have it open and then we’re going to begin amazing alright let’s start and landing page demand i’m presuming
you guys i’m just gon na reveal um talk about the basics actually quickly however i’m sure you people understand that this is a board every one of these are called a group and each row is called a product today we’re going to review integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this in between clients or projects and it really just depends upon your workflow and the way we did it here to you can do it any way you desire but a cool way to get a short prior to working on a creative request is using the kind so a type basically takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll okay let me reveal you how to create a form however generally this kind can be found in here and then the team lead of the imaginative style group or any other group can designate a certain designer to deal with it so let me show you guys how to produce and add a form if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you men examine the view area since it’s simply another method to reveal um all your items simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the type view and like i said it takes certain columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be provided the form they can publish this file if you wish to require it you can always do a checkbox and then they can’t submit the type without filling this info in so you can truly just create any column with anything that you guys require when an imaginative request comes in make it a kind share the form preview the show you people how a form looks like um the name of the request you want you wish to include a specific quick with a certain i understand each business has a particular structure that
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they use um when do you need it by the concern and so on and so forth um you can take this link after put one second let me click on the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can include a certain declare example today whatever remains in the planning ideas phase and i require the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in highest priority i wish to submit it and let me reveal you people how it can be found in on the board webinar request test so it’s constantly going to enter the first group which is very important to understand and after that it can be called ideas or demands can be found in and after that i can just go ahead take it and move it to a particular group that i think it matters for in this case it requires to be done by might so i’m going to keep it in this group i can move it to another group or another board depending on how you describe your workflow just to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes incredible remarkable awesome i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them also now i’ll just offer like a brief introduction this is the individual column as you people understand we have our 7 core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one kind can populate a number of columns on one board yes dell you are proper every column that you produce can be nearly every column you create can be in a form view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we utilize here is a top priority one we called it top priority but it’s generally a rating column um we have actually a. How To Integrate With Xero
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How To Integrate With Xero