This article is focused on answering Monday.Com Business Plan …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are usage cases for banner and landing page requests think of it more like creative requests 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 discuss 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 two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you guys that too and lastly i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wished to show you guys so i have it open and then we’re going to start incredible fine let’s begin and landing page demand i’m presuming
you people i’m just gon na show um discuss the fundamentals actually rapidly however i make sure you men understand that this is a board each one of these are called a group and each row is called an item today we’re going to review integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this in between customers or tasks and it actually simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a quick before working on an imaginative request is utilizing the type so a form generally takes all your columns and makes it a link that other individuals can fill out which they can publish files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to develop and i’ll okay let me reveal you how to develop a kind but essentially this form can be found in here and then the team lead of the imaginative style group or any other group can assign a specific designer to deal with it so let me show you people how to produce and include a type if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you people examine the view area 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 specific things on your board so close the form view and like i said it takes specific columns not the person column obviously however other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can publish this file if you want to require 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 people need when a creative request is available in make it a kind share the kind preview the program you people how a type looks like um the name of the request you desire you want to include a certain short with a specific i understand each business has a particular 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 2nd let me click on the type i can share it i can get this link or embed it in a site 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 demand test i can include a specific file for example right now whatever remains in the preparation concepts phase and i require the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in highest priority i want to send it and let me reveal you guys how it is available in on the board webinar demand test so it’s always going to enter the very first group which is essential to know and then it can be called requests or concepts 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’s relevant for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another group or another board depending upon how you describe your workflow just to ensure 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 compose yes so i can get feedback while you guys are listening yay yes yes incredible awesome remarkable i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them too but now i’ll simply give like a quick overview this is the person 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 product itself and also as a view we’ll get to that um soon um dale you just ask presuming one form can occupy a number of columns on one board yes dell you are proper every column that you create can be almost every column you create can be in a form view and individuals can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a concern one we named it concern however it’s generally a ranking column um we have a. Monday.Com Business Plan
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file column and we have a tags column what i love 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 browse facebook it’s going to do a cross board search let me show you people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific project i’m working on i can simply link them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i enjoy the tech college let me just get out of here [Music] all right 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 due date mode is let me undo this so i could reveal you men get rid of deadline mode essentially what i wish to do i want to set as deadline i want to take the status column however i might take any status column i have for example the. Monday.Com Business Plan