This article is focused on answering Monday Com Old Name …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 show you 3 particular on boards which are use cases for banner and landing page demands consider it more like innovative requests from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you men that as well and last but not least i’m going to show you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to show you men so i have it open and then we’re going to begin remarkable okay let’s start and landing page demand i’m presuming
you men i’m just gon na reveal um speak about the basics actually quickly however i make sure 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 in between months however you can do this between projects or customers and it really simply 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 prior to dealing with an imaginative request is using the kind so a type basically takes all your columns and makes it a link that other people can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll okay let me reveal you how to develop a kind however basically this kind is available in here and then the group lead of the creative design team or any other team can assign a certain designer to deal with it so let me show you people how to produce and add a type if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you guys inspect the view area due to the fact that it’s just another way to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the kind view and like i stated it takes specific columns not the person 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 publish 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 truly simply produce any column with anything that you men need when an imaginative demand is available in make it a kind share the type sneak peek the show you people how a type appears like um the name of the request you desire you wish to include a particular quick with a certain i understand each business has a certain structure that
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they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one 2nd 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 appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can add a particular apply for example today whatever remains in the planning ideas phase and i require the imaginative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in greatest top priority i wish to submit it and let me show you men how it comes in on the board webinar demand test so it’s always going to enter the first group which is important to understand and after that it can be called concepts or requests coming in and after that i can simply proceed take it and move it to a certain 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 detail your workflow just to ensure 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 incredible awesome i’m glad you people are listening and understand whatever excellent um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them too today i’ll simply offer like a brief overview this is the person column as you men understand we have our 7 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 also on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can occupy a number of columns on one board yes dell you are correct every column that you develop can be practically every column you create can be in a type view and individuals can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a top priority one we called it priority however it’s essentially a ranking column um we have actually a. Monday Com Old Name
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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 guys how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain project i’m dealing with i can simply link 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 like the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m not sure if you men understand 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 could reveal you guys remove due date mode essentially what i want to do i wish 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 Old Name