This article is focused on answering Monday.Com Free Plan …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 reveal you three specific on boards which are usage cases for banner and landing page requests think about it more like imaginative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish 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 too and lastly i’m going to show you control panels um so let’s start in a minute i just want to pull up the um thing that i wished to show you guys so i have it open and then we’re going to start amazing fine let’s begin and landing page request i’m presuming
you men i’m just gon na show um talk about the essentials actually quickly however i’m sure you people understand 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 go over 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 between clients or jobs and it truly just 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 short before dealing with a creative demand is using the type so a form essentially takes all your columns and makes it a link that other people can fill out 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 desire the designer to create and i’ll alright let me reveal you how to produce a type but generally this type can be found in here and then the group lead of the innovative design group or any other team can assign a specific designer to deal with it so let me show you guys how to include a type and produce if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you guys check the view area due to the fact that it’s simply another method to reveal 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 particular things on your board so close the form view and like i stated it takes certain columns not the person column of course but other columns that you can conceal or make um viewable for the person that is going to be provided the type they can publish this file if you want to require it you can constantly do a checkbox and after that they can’t submit the type without filling this info in so you can actually just develop any column with anything that you guys require when a creative request comes in make it a type share the form sneak peek the show you men how a kind appears like um the name of the request you desire you wish to include a certain brief with a specific i understand each company has a particular structure that
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they utilize 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 site copy it send it to whoever let’s simply make look i’ll simply show you people let’s fill it in and you can see um webinar request test i can include a particular declare example today whatever remains in the planning ideas phase and i need the innovative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest concern i want to send it and let me reveal you people how it is available in on the board webinar request test so it’s constantly going to enter into the first group which is essential to know and after that it can be called concepts or demands coming in and after that i can just go ahead take it and move it to a specific 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 describe your workflow just to make certain you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes incredible amazing incredible i’m glad you people are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them also now i’ll just offer like a brief overview this is the person 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one kind can occupy several columns on one board yes dell you are proper every column that you develop can be almost every column you create can be in a type view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we utilize here is a top priority one we called it concern but it’s basically a ranking column um we have a. Monday.Com Free Plan
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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 show 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 particular job i’m dealing with i can simply link them with tags and then i can cross board search it to what it matters for so i discover that very 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 sure if you men understand what this is but 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 show you guys remove due date mode essentially what i want to do i want to set as deadline i want to take the status column but i could take any status column i have for example the. Monday.Com Free Plan