This article is focused on answering Youtube Monday Com Crm …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 show you 3 particular on boards which are usage cases for banner and landing page demands consider 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 project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you guys that as well and lastly i’m going to reveal you dashboards um so let’s start in a minute i just wish to pull up the um thing that i wanted to show you people so i have it open and then we’re going to start incredible all right let’s start and landing page demand i’m assuming
you guys i’m just gon na reveal um speak about the basics actually rapidly but i make certain you people know 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 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 clients or projects and it really just depends on 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 brief prior to working on an innovative demand 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 trying to find the size of uh the banner that they desire the designer to develop and i’ll alright let me reveal you how to create a type however generally this kind is available in here and after that the group lead of the creative design team or any other team can appoint a particular designer to work on it so let me show you guys how to add a type and develop if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you guys inspect the view area due to the fact that it’s simply another way to reveal um all your items simply 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 kind view and like i said it takes specific columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be provided the type they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can really simply create any column with anything that you men require when an innovative request can be found in make it a kind share the form preview the show you men how a form looks like um the name of the request you desire you want to include a certain brief with a certain i understand each business has a specific 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 second 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 simply make look i’ll simply show you men let’s fill it in and you can see um webinar request test i can add a specific 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 need it by may 23rd and it’s in highest priority i want to send it and let me show you guys how it comes in on the board webinar request test so it’s always going to come into the first group which is essential to understand and then it can be called requests or concepts being available in and after that i can simply go on take it and move it to a certain group that i believe it’s relevant 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 outline your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes amazing amazing remarkable i’m glad you guys are listening and understand everything great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them as well and now i’ll just offer like a quick overview this is the individual column as you guys understand we have our seven 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 also as a view we’ll get to that um quickly um dale you simply ask assuming one type can occupy a number of columns on one board yes dell you are proper every column that you develop can be almost every column you develop can be in a type view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a concern one we named it priority but it’s essentially a rating column um we have a. Youtube Monday Com Crm
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Youtube Monday Com Crm