This article is focused on answering Monday Com Onboarding …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced 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 think of it more like creative requests from designers content so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to show 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 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you men that too and last but not least i’m going to show you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin remarkable fine let’s begin and landing page request i’m presuming
you men i’m just gon na show um discuss the fundamentals actually rapidly but i’m sure you people understand that this is a board every one of these are called each row and a group 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 between months however you can do this between jobs or customers and it really simply depends upon your workflow and the way 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 a creative request is using the form so a kind basically 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 searching for the size of uh the banner that they want the designer to create and i’ll alright let me reveal you how to produce a type but generally this form comes in here and then the team lead of the innovative style team or any other team can appoint a specific designer to work on it so let me show you people how to add a kind and develop 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 add view i recommend you men inspect the view section due to the fact that it’s just another method to reveal um all your products just see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the form view and like i stated it takes specific columns not the person column obviously however other columns that you can hide 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 then they can’t send the kind without filling this info in so you can truly simply produce any column with anything that you men need when an imaginative request comes in make it a form share the kind preview the program you men how a kind appears like um the name of the demand you want you want to include a specific brief with a specific i know each company has a particular structure that
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they use um when do you require it by the concern and so on and so forth um you can take this link after put one second 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 appearance i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can include a certain file for example right now everything is in the planning ideas phase and i require the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest concern i wish to submit it and let me reveal you guys how it comes in on the board webinar demand test so it’s always going to enter into the very first group which is important to know and then it can be called requests or ideas being available in and then i can simply proceed take it and move it to a specific group that i think it matters for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another board or another group depending on how you detail your workflow simply to make sure you guys 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 just 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 excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them also today i’ll just give like a short introduction this is the person column as you people know 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 product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one type can populate numerous columns on one board yes dell you are appropriate every column that you develop can be nearly every column you produce can be in a form view and people can fill it out and it is available in as a product on the board great so this is our column center what we use here is a priority one we named it top priority but it’s generally a rating column um we have actually a. Monday Com Onboarding
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Monday Com Onboarding