This article is focused on answering Monday.Com Customer Success Manager …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 reveal you 3 specific on boards which are usage cases for banner and landing page demands think about it more like imaginative requests from designers content so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that as well and last but not least i’m going to show you dashboards um so let’s start in a minute i just want to bring up the um thing that i wanted to show you men so i have it open and then we’re going to begin awesome all right let’s start and landing page demand i’m assuming
you guys i’m just gon na show um discuss the basics really quickly however i make certain you guys 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 enjoyable stuff so the way i divided my board here is between months but you can do this between customers or tasks and it truly simply 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 brief before dealing with an imaginative demand is utilizing the kind so a type basically 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 looking for the size of uh the banner that they want the designer to develop and i’ll all right let me show you how to create a kind but generally this form comes in here and after that the group lead of the creative style team or any other group can designate a specific designer to deal with it so let me reveal you people how to add a kind 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 include view i advise you guys examine the view area due to the fact that it’s just another method to show um all your products just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i said it takes certain columns not the person column naturally but other columns that you can hide or make um viewable for the individual that is going to be offered the type they can submit this file if you want to require 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 men require when an innovative demand is available in make it a kind share the form preview the program you men how a kind appears like um the name of the request you want you wish to include a specific short with a particular i know each company has a specific structure that
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they use um when do you require it by the top priority 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 appearance i’ll just show you guys let’s fill it in and you can see um webinar request test i can include a specific apply for example right now everything is in the preparation concepts stage and i need the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest top priority i want to submit it and let me show you people how it is available in on the board webinar demand test so it’s constantly going to come into the first group which is essential to know and after that it can be called concepts or demands coming in and then i can just go on take it and move it to a particular group that i think it’s relevant 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 just to make certain you guys are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes incredible amazing awesome i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them also now i’ll just offer like a brief introduction this is the person column as you men know we have our seven 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 likewise as a view we’ll get to that um soon um dale you simply ask assuming one type can occupy a number of columns on one board yes dell you are appropriate every column that you create can be practically every column you produce can be in a kind view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we utilize here is a concern one we called it concern but it’s generally a rating column um we have actually a. Monday.Com Customer Success Manager
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file column and we have a tags column what i love 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 reveal you men how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a certain job i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it matters for so i find that incredibly cool and i love i enjoy the tech college let me just leave here [Music] okay um [Music] and yeah and i’m unsure if you people 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 due date mode is let me undo this so i might show you men get rid of deadline mode essentially what i want to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Monday.Com Customer Success Manager