This article is focused on answering Monday Com And Salesforce …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page demands think of it more like imaginative demands from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you guys that also and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to show you men so i have it open and after that we’re going to start remarkable all right let’s start and landing page request i’m assuming
you guys i’m simply gon na reveal um discuss the fundamentals actually rapidly but i’m sure you people understand that this is a board every one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this between tasks or clients and it really just depends on your workflow and the method we did it here to you can do it any way you want however a cool way to get a short prior to working on a creative request is utilizing the kind so a type generally takes all your columns and makes it a link that other individuals can submit 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 produce and i’ll alright let me reveal you how to develop a form however basically this form comes in here and after that the team lead of the innovative style team or any other team can designate a particular designer to deal with it so let me reveal you men how to produce and include a kind if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you men check the view section because it’s simply another method 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 kind view and like i stated it takes particular columns not the individual column naturally but other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can upload this file if you wish to need it you can always do a checkbox and then they can’t send the type without filling this details in so you can actually simply create any column with anything that you guys require when a creative demand can be found in make it a kind share the kind preview the program you men how a form looks like um the name of the demand you desire you want to include a specific brief with a particular i know each company has a specific structure that
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they utilize um when do you require it by the concern and so on and so forth um you can take this link after put one 2nd let me click 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 just make look i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can include a certain apply for example today whatever remains in the planning concepts phase and i need the innovative department to assist me it’s right now where i’m working on it i need it by may 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 always going to come into the first group which is necessary to understand and after that it can be called concepts or requests being available in and after that i can just proceed take it and move it to a certain group that i believe it matters for in this case it requires to be done by may so i’m going to keep it in this group i can move it to another board or another group depending on how you outline your workflow simply to ensure you people are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes amazing remarkable incredible i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them too now i’ll just give like a quick introduction this is the person column as you guys understand we have our 7 core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one type can occupy several columns on one board yes dell you are right every column that you produce can be almost every column you produce can be in a kind view and individuals can fill it out and it is available in as an item on the board fantastic so this is our column center what we use here is a concern one we named it concern however it’s generally a score column um we have actually a. Monday Com And Salesforce
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file column and we have a tags column what i like about the tag column is if i click this right now it’s going to do a cross board search about every board i have on my um account and it’s going to search facebook it’s going to do a cross board search let me show you men how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a certain task i’m dealing with i can merely connect them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i enjoy the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m unsure if you guys know what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i could reveal you guys remove due date mode basically what i want to do i wish to set as due date i want to take the status column but i could take any status column i have for example the. Monday Com And Salesforce