This article is focused on answering Monday Com Phone …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page requests think of it more like imaginative requests from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in e-mail 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 be able to integrate with facebook for facebook ads so i’ll reveal you guys that too and last but not least i’m going to show you control panels um so let’s begin in a minute i simply want to pull up the um thing that i wanted to show you people so i have it open and then we’re going to begin remarkable all right let’s start and landing page request i’m assuming
you men i’m simply gon na reveal um discuss the basics really rapidly however i’m sure you men know that this is a board every 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 stuff so the way i divided my board here is in between months but you can do this in between customers or projects and it truly simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool way to get a short prior to dealing with a creative request 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 desire the designer to create and i’ll all right let me reveal you how to develop a type but basically this form is available in here and then the team lead of the creative style team or any other group can appoint a particular designer to work on it so let me show you guys how to include a kind and create if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you men check the view area due to the fact that it’s just another way to reveal um all your products just see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the kind view and like i said 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 provided the form they can submit this file if you wish to need it you can always do a checkbox and after that they can’t submit the kind without filling this information in so you can really simply create any column with anything that you people require when a creative demand comes in make it a form share the type preview the show you guys how a kind looks like um the name of the demand you desire you wish to include a certain short with a specific i understand each business has a certain structure that
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they use um when do you require it by the top priority and so on etc um you can take this link after put one 2nd let me click on 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 just make appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can include a particular apply for example right now whatever remains in the preparation ideas phase and i need the imaginative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in highest top priority i want to submit it and let me show you guys how it comes in on the board webinar request test so it’s always going to enter the very first group which is very important to know and after that it can be called demands or concepts coming in and then i can simply proceed take it and move it to a particular 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 certain you people are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes awesome incredible awesome i’m glad you people are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them as well today i’ll just provide like a short overview this is the individual column as you guys understand we have our 7 core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one type can populate numerous columns on one board yes dell you are right every column that you develop can be practically every column you produce can be in a kind 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 concern one we called it top priority but it’s basically a rating column um we have actually a. Monday Com Phone
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file column and we have a tags column what i enjoy 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 search facebook it’s going to do a cross board search let me show you people how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a particular job i’m working on i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i enjoy the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you men understand what this is however this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i could show you guys get rid of due date mode generally what i want to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Monday Com Phone