This article is focused on answering Monday Com And Zapier …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 three specific on boards which are use cases for banner and landing page demands think about it more like creative requests from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i want to reveal you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you people that also and finally i’m going to show you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to reveal you guys so i have it open and after that we’re going to start awesome okay let’s start and landing page request i’m assuming
you men i’m simply gon na reveal um talk about the basics actually quickly but i make certain you men know that this is a board each one of these are called each row and a group is called an item today we’re going to review combinations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this in between tasks or clients and it really simply depends on your workflow and the way we did it here to you can do it any way you want but a cool method to get a quick prior to dealing with an innovative request is using the kind so a form basically takes all your columns and makes it a link that other people can fill out 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 all right let me reveal you how to create a kind however basically this kind can be found in here and after that the group lead of the innovative style team or any other team can designate a certain designer to work on it so let me reveal you men how to include a kind and develop 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 include view i advise you guys inspect the view area because it’s just another method to reveal um all your items just 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 particular columns not the person column naturally but other columns that you can conceal or make um viewable for the person that is going to be provided the form they can upload this file if you wish to need it you can always do a checkbox and after that they can’t send the type without filling this info in so you can truly just produce any column with anything that you guys require when a creative demand can be found in make it a kind share the kind sneak peek the show you people how a type looks like um the name of the request you want you want to include a particular 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 priority and so on and so forth um you can take this link after put one second 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 just make look i’ll simply show you guys let’s fill it in and you can see um webinar request test i can include a specific declare example today whatever is in the preparation concepts stage and i require the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest top priority i want to submit it and let me show you guys how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is essential to understand and then it can be called concepts or demands coming in and then i can just go ahead take it and move it to a specific group that i believe it’s relevant 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 outline your workflow just to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes remarkable remarkable awesome i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them too now i’ll simply provide like a brief overview this is the person column as you guys understand we have our seven core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are correct every column that you create can be almost every column you produce can be in a form view and people can fill it out and it can be found in as an item on the board terrific so this is our column center what we use here is a top priority one we called it concern however it’s essentially a rating column um we have a. Monday Com And Zapier
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Monday Com And Zapier