This article is focused on answering Best Monday.Com Automations …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page demands think about it more like imaginative demands from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that as well and lastly i’m going to show you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to start incredible all right let’s begin and landing page demand i’m assuming
you people i’m just gon na reveal um discuss the essentials really quickly however i make sure you men understand that this is a board every one of these are called a group and each row is called an item today we’re going to go over integrations automations views and a lot more fun things so the way i divided my board here is in between months however you can do this between customers or projects and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a quick prior to working on a creative request is using the type so a type basically takes all your columns and makes it a link that other individuals can submit which they can publish 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 all right let me show you how to produce a form but essentially this kind comes in here and then the team lead of the innovative style team or any other team can appoint a certain designer to work on it so let me reveal you guys how to create and include a type 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 include view i advise you men check the view area since it’s just another way to reveal um all your items just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i stated it takes certain columns not the individual column obviously however other columns that you can hide or make um viewable for the individual that is going to be offered the kind they can publish this file if you want to require it you can always do a checkbox and then they can’t submit the kind without filling this information in so you can really just develop any column with anything that you guys need when an innovative request can be found in make it a type share the kind sneak peek the show you people how a form looks like um the name of the request you want you wish to add a specific brief with a specific i understand each company has a certain structure that
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they use 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 2nd 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 simply reveal you men let’s fill it in and you can see um webinar demand test i can add a specific file for example right now whatever is in the planning ideas stage and i need the imaginative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in highest top priority i want to send it and let me reveal you guys how it is available in on the board webinar demand test so it’s constantly going to enter into the very first group which is very important to know and then it can be called concepts or demands coming in and after that i can just go ahead take it and move it to a specific group that i think 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 group or another board depending upon how you detail your workflow just to ensure you men 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 guys are listening yay yes yes remarkable incredible awesome i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them also now i’ll simply give like a quick introduction this is the person column as you people know we have our 7 core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one type can populate several columns on one board yes dell you are correct every column that you produce can be practically every column you create can be in a type view and people can fill it out and it is available in as a product on the board excellent so this is our column center what we utilize here is a concern one we named it concern but it’s generally a rating column um we have a. Best Monday.Com Automations
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Best Monday.Com Automations