This article is focused on answering Monday Com Cmo …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests think about it more like imaginative requests from designers material so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you men that too and finally i’m going to reveal you dashboards um so let’s begin in a minute i just want 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 begin awesome alright let’s begin and landing page demand i’m assuming
you people i’m simply gon na reveal um talk about the basics really rapidly however i’m sure you people understand that this is a board every 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 enjoyable stuff so the way i divided my board here is between months however you can do this in between projects or customers 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 method to get a brief prior to working on a creative request is using the type so a type generally takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to produce and i’ll fine let me reveal you how to develop a type but basically this kind comes in here and then the team lead of the creative design team or any other team can designate a particular designer to deal with it so let me reveal you guys how to include a form and create if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people check the view section due to the fact that 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 way to see um certain things on your board so close the form view and like i stated it takes specific columns not the person column of course however other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can publish this file if you wish to need it you can constantly 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 request comes in make it a kind share the form preview the show you guys how a kind looks like um the name of the demand you desire you wish to include a specific short with a certain i know each business has a specific structure that
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they use um when do you need it by the concern 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 website copy it send it to whoever let’s just make look i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a certain apply for example today everything remains in the planning ideas stage and i require the creative 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 concern i want to submit it and let me show you people how it comes in on the board webinar request test so it’s constantly going to enter into the first group which is very important to know and after that it can be called concepts or demands being available in and after that i can just 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 might 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 make certain you guys 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 write yes so i can get feedback while you people are listening yay yes yes remarkable remarkable awesome i’m glad you people are listening and understand whatever fantastic um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them as well now i’ll simply give like a short introduction this is the person column as you guys know we have our 7 core columns here and then 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 likewise as a view we’ll get to that um quickly um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are proper every column that you create can be almost every column you develop can be in a type view and people can fill it out and it comes in as a product on the board great so this is our column center what we utilize here is a priority one we named it top priority however it’s generally a score column um we have actually a. Monday Com Cmo
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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 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 particular task i’m working on i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i find that very cool and i love i like the tech college let me just leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you men understand 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 undo this so i might show you people get rid of deadline mode basically what i wish to do i want to set as deadline i want to take the status column but i could take any status column i have for example the. Monday Com Cmo