Monday.Com Customer Success – Work Without Limits

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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

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

Monday.Com Customer Success

Monday Com Customer Success – Work Without Limits

by

This article is focused on answering Monday Com Customer Success …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page requests consider it more like innovative demands from designers content so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you people that as well and lastly i’m going to reveal 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 guys so i have it open and after that we’re going to begin incredible alright let’s begin and landing page demand i’m presuming

 

you people i’m just gon na reveal um talk about the basics really quickly however i make certain you men understand that this is a board each one of these are called a group and each row is called a product today we’re going to discuss combinations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this in between customers or jobs and it really simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a quick before working on a creative demand is using the kind so a form generally 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 want the designer to produce and i’ll alright let me reveal you how to create a kind but basically this form can be found in here and after that the team lead of the creative design group or any other team can appoint a specific designer to work on it so let me reveal you people how to create and add a kind if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you people examine the view area since it’s just another way to show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the type view and like i said it takes particular columns not the individual column of course however other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can upload this file if you want to require it you can constantly do a checkbox and then they can’t submit the form without filling this info in so you can truly just produce any column with anything that you people require when an imaginative demand comes in make it a kind share the kind preview the program you guys how a type looks like um the name of the request you desire you wish to add a particular short with a particular i know each company has a specific structure that

gantt charts project management tool monday.com alternatives

they use um when do you need it by the concern and so on etc um you can take this link after put one 2nd 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 look i’ll just show you people let’s fill it in and you can see um webinar request test i can add a certain file for example right now whatever remains in the planning ideas stage and i require the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest top priority i want to submit it and let me reveal you guys how it is available in on the board webinar demand test so it’s constantly going to enter the very first group which is important to understand and then it can be called requests or concepts can be found in and after that i can just go ahead take it and move it to a particular group that i think 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 group or another board depending upon how you describe your workflow simply to ensure you guys 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 compose yes so i can get feedback while you people are listening yay yes yes awesome amazing remarkable i’m glad you men are listening and comprehend whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them as well and now i’ll just give like a quick overview this is the person column as you people understand we have our seven core columns here and then 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 product itself and also as a view we’ll get to that um soon um dale you just ask presuming one type can populate a number of columns on one board yes dell you are right every column that you develop can be almost every column you create can be in a form view and individuals can fill it out and it comes in as an item on the board fantastic so this is our column center what we utilize here is a priority one we named it concern but it’s essentially a ranking column um we have actually a. Monday Com Customer Success

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

Monday Com Customer Success