This article is focused on answering Monday Com Reseller …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 3 particular on boards which are usage cases for banner and landing page requests think of it more like innovative requests from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men that as well and lastly i’m going to show you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin awesome fine let’s begin and landing page demand i’m assuming
you men i’m just gon na reveal um discuss the fundamentals really rapidly but i’m sure you people know that this is a board each one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this in between customers or jobs and it actually simply depends on 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 dealing with an innovative request is using the kind so a type basically takes all your columns and makes it a link that other people can fill out which they can publish 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 all right let me show you how to create a type but generally this kind can be found in here and then the team lead of the creative style group or any other team can assign a certain designer to work on it so let me show you guys how to produce and add a kind if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you people examine the view area since it’s just another method 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 certain things on your board so close the type view and like i stated it takes specific columns not the person column obviously but other columns that you can hide or make um viewable for the individual that is going to be given the kind they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t submit the type without filling this info in so you can actually simply create any column with anything that you men need when an imaginative demand can be found in make it a form share the kind preview the show you men how a kind appears like um the name of the request you want you want to add a specific short with a certain i know each business has a certain structure that
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they utilize 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 form i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make look i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can include a specific declare example today whatever is in the planning ideas phase and i require the creative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest top priority i wish to submit it and let me show you people how it is available in on the board webinar demand test so it’s constantly going to enter the first group which is essential to know and then it can be called ideas or requests coming in and then i can simply go on take it and move it to a particular 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 group or another board depending upon how you describe your workflow just to ensure you guys 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 compose yes so i can get feedback while you people are listening yay yes yes amazing remarkable amazing i’m glad you men are listening and comprehend everything fantastic 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 too and now i’ll simply provide like a short introduction this is the person column as you guys know we have our seven core columns here and after that we have more intriguing 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 simply ask presuming one kind can populate a number of columns on one board yes dell you are proper every column that you create can be almost every column you produce can be in a kind view and people 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 utilize here is a concern one we named it top priority but it’s basically a rating column um we have a. Monday Com Reseller
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file column and we have a tags column what i enjoy about the tag column is if i click on 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 people 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 certain job i’m working on i can just link them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i enjoy the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you people know what this is but this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i might reveal you men remove due date mode basically what i wish to do i wish to set as deadline i want to take the status column however i could take any status column i have for example the. Monday Com Reseller