This article is focused on answering How To Send Auto Email Outlook …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page requests think about it more like creative requests from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you people that as well and finally i’m going to show you control panels um so let’s begin in a minute i just want to bring up the um thing that i wished to show you guys so i have it open and then we’re going to start awesome fine let’s begin and landing page demand i’m assuming
you guys i’m just gon na show um talk about the essentials actually quickly however i’m sure you people understand that this is a board each one of these are called a group and each row is called a product today we’re going to go over integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this in between tasks or customers and it truly just depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a quick prior to dealing with an innovative demand is utilizing the kind so a form essentially takes all your columns and makes it a link that other people 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 desire the designer to develop and i’ll fine let me reveal you how to create a type however essentially this form comes in here and then the team lead of the innovative style team or any other team can designate a certain designer to work on it so let me show you men how to include a form and produce if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i suggest you men check the view section since it’s just another way to show 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 particular things on your board so close the form view and like i stated it takes specific columns not the person column of course but other columns that you can hide or make um viewable for the person that is going to be provided the type they can submit this file if you want to require it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can actually just develop any column with anything that you guys need when an innovative request comes in make it a type share the kind sneak peek the show you guys how a type appears like um the name of the demand you want you want to add a certain short with a specific i understand each business has a specific structure that
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they use um when do you need it by the top priority and so on etc um you can take this link after put one 2nd let me click on the type i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make look i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can include a certain file for example right now whatever is in the planning ideas phase and i require the imaginative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest priority i want to submit it and let me show you guys how it is available in on the board webinar demand test so it’s constantly going to enter the first group which is very important to know and then it can be called concepts or demands can be found in and after that i can simply go ahead take it and move it to a particular group that i think it matters for in this case it needs 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 outline 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 understood the type and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes amazing incredible incredible i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them as well and now i’ll just give like a short overview this is the individual column as you guys understand we have our 7 core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy numerous columns on one board yes dell you are appropriate every column that you create can be practically every column you produce can be in a type view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a priority one we called it top priority but it’s basically a score column um we have actually a. How To Send Auto Email Outlook
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file column and we have a tags column what i like about the tag column is if i click this today it’s going to do a cross board search about every board i have on my um account and it’s going to browse facebook it’s going to do a cross board search let me reveal you men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a specific job i’m dealing with i can simply link them with tags and after that i can cross board search it to what it matters for so i find that super cool and i love i like the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m uncertain if you guys understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i could reveal you men eliminate due date mode essentially what i want to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. How To Send Auto Email Outlook