This article is focused on answering Monday Com Consultants …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 particular on boards which are use cases for banner and landing page requests think about it more like imaginative demands from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a slip a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you men that as well and finally i’m going to show you control panels um so let’s start in a minute i just want to pull up the um thing that i wished to reveal you people so i have it open and after that we’re going to start remarkable fine let’s begin and landing page demand i’m presuming
you men i’m just gon na reveal um speak about the basics really quickly but i make sure you men understand that this is a board each 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 things so the way i divided my board here is between months however you can do this in between clients or tasks and it actually just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick prior to dealing with a creative request is using the form so a form essentially takes all your columns and makes it a link that other people can fill out 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 produce and i’ll okay let me show you how to produce a type but essentially this form comes in here and then the group lead of the imaginative design team or any other team can appoint a certain designer to work on it so let me show you men how to include a kind and produce if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you guys check the view area due to the fact that it’s simply another method to reveal um all your products just see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the kind view and like i stated it takes specific columns not the person column obviously but other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can submit this file if you want to need it you can constantly do a checkbox and then they can’t send the form without filling this information in so you can really just create any column with anything that you guys require when an imaginative demand can be found in make it a form share the form sneak peek the show you people how a type looks like um the name of the request you want you want to add a specific short with a specific i know each business has a certain structure that
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they use 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 on the form 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 simply show you men let’s fill it in and you can see um webinar request test i can add a certain file for example today everything remains in the preparation ideas stage and i require the innovative department to help me it’s right now where i’m working on it i require it by might 23rd and it remains in greatest top priority i want to submit it and let me reveal you men how it can be found in on the board webinar request test so it’s constantly going to enter into the first group which is essential to understand and then it can be called demands or ideas coming in and after that i can simply proceed take it and move it to a particular group that i believe 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 upon how you outline your workflow simply to make sure you people are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes awesome incredible remarkable i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them too but now i’ll simply give like a brief overview this is the individual column as you men understand we have our seven core columns here and after that 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 also as a view we’ll get to that um soon um dale you simply ask presuming one type can populate numerous columns on one board yes dell you are appropriate every column that you create can be almost every column you develop can be in a kind view and individuals can fill it out and it can be found in as a product on the board fantastic so this is our column center what we utilize here is a top priority one we called it concern but it’s essentially a rating column um we have actually a. Monday Com Consultants
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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 today 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 reveal 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 certain task i’m dealing with i can just connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i enjoy the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m uncertain if you people know what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i could show you guys remove due date mode basically what i want to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Monday Com Consultants