This article is focused on answering Monday.Com Canada …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 three specific on boards which are usage cases for banner and landing page requests think about it more like innovative demands from designers content 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 project tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that too and finally i’m going to show you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wished to show you people so i have it open and then we’re going to start amazing okay let’s begin and landing page request i’m assuming
you men i’m just gon na show um talk about the essentials really rapidly however i make certain you guys understand that this is a board every one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more fun stuff so the way i divided my board here is in between months however you can do this between customers or jobs and it actually 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 brief before working on an innovative request is utilizing the type so a form basically takes all your columns and makes it a link that other people can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll all right let me show you how to create a kind but basically this type can be found in here and after that the group lead of the imaginative design team or any other team can appoint a certain designer to work on it so let me reveal you guys how to add a form and create 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 add view i recommend you guys examine the view section since it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the type view and like i stated it takes particular columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be given the type they can publish this file if you want to require it you can constantly do a checkbox and after that they can’t submit the form without filling this information in so you can really simply create any column with anything that you guys need when an imaginative demand can be found in make it a type share the form sneak peek the show you men how a form appears like um the name of the request you want you wish to include a particular short with a specific i understand each business 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 second let me click on the kind 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 just reveal you people let’s fill it in and you can see um webinar demand test i can include a particular file for example right now everything remains in the planning ideas stage and i need the creative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest priority i wish to send it and let me show you men how it is available in on the board webinar demand test so it’s always going to enter the very first group which is very important to know and after that it can be called concepts or requests can be found in and then i can simply proceed 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 board or another group depending on how you detail your workflow just to ensure you men 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 simply compose yes so i can get feedback while you guys are listening yay yes yes incredible awesome amazing i’m glad you guys are listening and understand everything fantastic 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 today i’ll simply provide like a brief introduction this is the person 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 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 several columns on one board yes dell you are correct every column that you produce can be nearly every column you create can be in a kind view and people can fill it out and it is available in as an item on the board great so this is our column center what we utilize here is a top priority one we called it priority however it’s generally a ranking column um we have a. Monday.Com Canada
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file column and we have a tags column what i like about the tag column is if i click on 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 men 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 certain task i’m working on i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i love the tech college let me just leave here [Music] alright um [Music] and yeah and i’m uncertain if you guys know what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i could reveal you guys eliminate due date mode basically what i want to do i want to set as due date i want to take the status column however i could take any status column i have for example the. Monday.Com Canada