This article is focused on answering Zapier Monday Com Integrations …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page requests consider it more like creative demands from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you people that too and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to show you men so i have it open and after that we’re going to begin remarkable fine let’s begin and landing page request i’m presuming
you men i’m simply gon na reveal um discuss the essentials actually rapidly however i make 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 fun stuff so the method i divided my board here is in between months but you can do this in 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 an innovative request is using the type so a type basically takes all your columns and makes it a link that other individuals 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 produce and i’ll alright let me reveal you how to develop a kind however essentially this type is available in here and then the team lead of the imaginative style team or any other team can designate a certain designer to deal with it so let me reveal you people how to create and add a type if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you people inspect the view section since 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 form view and like i stated it takes particular columns not the person column obviously but other columns that you can hide or make um viewable for the person that is going to be given the type they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t send the form without filling this info in so you can actually simply produce any column with anything that you men require when an innovative request can be found in make it a form share the form sneak peek the show you guys how a type appears like um the name of the request you desire you want to add a specific quick with a specific i understand each company has a specific structure that
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they utilize um when do you require it by the concern and so on and so forth 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 website copy it send it to whoever let’s simply make appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can include a specific apply for example right now whatever is in the preparation ideas phase and i need the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest top priority i wish to send it and let me reveal you guys how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is important to know and then it can be called demands or ideas coming in and after that i can simply go ahead take it and move it to a certain group that i think it matters for in this case it needs 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 on how you detail your workflow simply to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes amazing amazing awesome i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them too today i’ll just offer like a short overview this is the individual column as you guys understand we have our seven core columns here and then we have more fascinating 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 presuming one form can populate several columns on one board yes dell you are appropriate every column that you produce can be nearly every column you develop can be in a kind view and individuals can fill it out and it comes in as an item on the board terrific so this is our column center what we use here is a top priority one we called it top priority however it’s generally a score column um we have actually a. Zapier Monday Com Integrations
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file column and we have a tags column what i like 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 guys 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 particular task i’m dealing with i can just connect them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i love the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you men know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i could reveal you men remove due date mode generally what i wish 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. Zapier Monday Com Integrations