This article is focused on answering Monday.Com Customer Success …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 three specific on boards which are use cases for banner and landing page requests think of it more like innovative demands from designers material so on etc 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 email marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you people that as well and last but not least i’m going to show you control panels um so let’s begin in a minute i just want to pull up the um thing that i wanted to reveal you people so i have it open and then we’re going to start amazing alright let’s begin and landing page demand i’m presuming
you guys i’m just gon na reveal um speak about the essentials truly quickly but i make sure you men understand 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 go over combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this in between projects or customers and it truly just depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a short before dealing with a creative demand is utilizing the form so a type basically 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 searching for the size of uh the banner that they desire the designer to produce and i’ll fine let me show you how to develop a form but generally this form can be found in here and after that the group lead of the innovative style group or any other group can designate a certain designer to deal with it so let me reveal you people how to produce and add a form if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you people check the view area since it’s simply another method to show um all your products simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the form view and like i stated it takes certain columns not the person column naturally but other columns that you can conceal or make um viewable for the individual that is going to be given the form they can submit this file if you wish to need it you can constantly do a checkbox and then they can’t submit the form without filling this details in so you can truly simply develop any column with anything that you guys need when an imaginative request comes in make it a type share the type preview the program you guys how a kind appears like um the name of the demand you desire you want to include a specific brief with a particular i know each business has a particular structure that
gantt charts project management tool monday.com alternatives
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 the kind i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make look i’ll simply show you guys 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 preparation concepts phase 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 remains in highest top priority i wish to send it and let me reveal you people 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 important to understand and after that it can be called requests or concepts being available in and then i can simply 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 on how you outline your workflow just to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes amazing amazing awesome i’m glad you people are listening and understand everything excellent 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 but now i’ll just provide like a quick introduction this is the individual column as you guys understand we have our 7 core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy several columns on one board yes dell you are correct every column that you develop can be nearly every column you develop can be in a kind view and people can fill it out and it comes in as an item on the board terrific so this is our column center what we use here is a priority one we named it concern but it’s generally a ranking column um we have a. Monday.Com Customer Success
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Monday.Com Customer Success