Monday.Com Customer Success Manager – Work Without Limits

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

monday.com, project management, tool, software, rates, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, job management software, gantt charts, basecamp, business, button, api, kanban board, airtable, control panel.

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

Monday Com Customer Success Manager – Work Without Limits

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 a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page requests consider it more like innovative requests from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you guys that also and last but not least i’m going to show you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wanted to reveal you men so i have it open and then we’re going to begin remarkable fine let’s start and landing page demand i’m presuming

 

you guys i’m just gon na show um discuss the basics really quickly however i make sure you people know 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 fun stuff so the method i divided my board here is in between months however you can do this in between clients or tasks and it actually simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a quick before working on an imaginative request is utilizing the kind so a kind essentially takes all your columns and makes it a link that other people can complete which they can submit 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 all right let me show you how to develop a kind but basically this kind can be found in here and then the group lead of the imaginative style group or any other team can assign a certain designer to work on it so let me show you people how to produce and include a kind if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men check the view section since it’s simply another way to show um all your products simply 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 form view and like i stated it takes particular columns not the individual column obviously however other columns that you can conceal or make um viewable for the person that is going to be provided the type they can submit this file if you wish to require it you can always do a checkbox and then they can’t send the type without filling this info in so you can actually just produce any column with anything that you people require when an innovative request can be found in make it a type share the kind preview the show you guys how a form looks like um the name of the demand you want you wish to include a specific brief with a particular i understand each business has a specific structure that

gantt charts project management tool monday.com alternatives

they use um when do you need it by the priority and so on etc um you can take this link after put one second let me click 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 demand test i can add a certain declare example today whatever is in the planning ideas stage and i require the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in highest top priority i want to submit it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to enter the first group which is essential to understand and after that it can be called concepts or demands can be found in and then i can just go on take it and move it to a specific group that i believe it’s relevant for in this case it requires to be done by may so i’m going to keep it in this group i can move it to another group or another board depending upon how you detail your workflow just to ensure 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 compose yes so i can get feedback while you men are listening yay yes yes awesome amazing awesome i’m glad you men are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them as well but now i’ll just give like a brief summary this is the individual column as you guys understand we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one kind can populate several columns on one board yes dell you are proper every column that you produce can be practically every column you develop can be in a form 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 concern one we named it priority however it’s essentially a rating column um we have a. Monday Com Customer Success Manager

monday.com, project management, tool, software application, rates, asana, apps, trello, kanban, microsoft, automations, service, crm, user, job management software application, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.

file column and we have a tags column what i love 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 particularly i can see that it’s another board and then if i have a certain job 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 extremely cool and i love i love the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you men know what this is but 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 reveal you people remove deadline mode basically what i want to do i want to set as due date i want to take the status column but i could take any status column i have for example the. Monday Com Customer Success Manager