This article is focused on answering Monday Com Contact Support …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 particular on boards which are usage cases for banner and landing page demands think about it more like innovative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you guys that as well and last but not least i’m going to reveal you control panels um so let’s start in a minute i simply want to pull up the um thing that i wanted to show you men so i have it open and then we’re going to begin awesome alright let’s start and landing page request i’m presuming
you people i’m simply gon na show um talk about the basics really quickly however i make certain you people know 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 discuss integrations 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 in between tasks or clients and it actually just depends upon your workflow and the way we did it here to you can do it any way you desire but a cool way to get a quick prior to dealing with an imaginative demand is using the type so a type essentially takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to develop and i’ll all right let me reveal you how to develop a kind but essentially this type can be found in here and then the group lead of the innovative design group or any other team can designate a specific designer to deal with it so let me show you guys how to include a kind and create 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 add view i recommend you men inspect the view area due to the fact that it’s simply another way to show um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the kind view and like i said it takes certain 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 upload this file if you wish to require it you can constantly do a checkbox and after that they can’t send the type without filling this information in so you can really simply create any column with anything that you men need when an imaginative request comes in make it a kind share the form sneak peek the show you guys how a form appears like um the name of the request you want you wish to include a particular quick with a certain i know each business has a certain structure that
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they utilize um when do you need it by the concern and so on etc um you can take this link after put one second let me click 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 just make appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can add a specific declare example today whatever is in the planning concepts phase and i require the imaginative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in highest priority i want to submit it and let me show you people how it can be found in on the board webinar request test so it’s constantly going to come into the first group which is very important to know and after that it can be called requests or concepts can be found in and after that i can simply go on take it and move it to a particular group that i believe it matters 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 board or another group depending upon how you outline your workflow simply to make certain 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 write yes so i can get feedback while you men are listening yay yes yes amazing awesome amazing i’m glad you men are listening and comprehend whatever terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them also now i’ll simply offer like a quick overview this is the person column as you men understand 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one type can populate numerous columns on one board yes dell you are correct every column that you create can be almost every column you create can be in a kind view and people can fill it out and it comes in as an item on the board fantastic so this is our column center what we use here is a top priority one we called it concern however it’s basically a ranking column um we have actually a. Monday Com Contact Support
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file column and we have a tags column what i like 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 reveal you guys how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a specific project i’m working on i can merely link them with tags and then i can cross board search it to what it’s relevant for so i discover that very cool and i love i love the tech college let me just leave here [Music] all right um [Music] and yeah and i’m not sure if you guys know what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i might reveal you people eliminate due date mode essentially what i wish to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Monday Com Contact Support