How To Send An Email In Monday.Com 2022 – dream workflows

This article is focused on answering How To Send An Email In Monday.Com …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 three 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 networks preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign 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 sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you guys that as well and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wanted to reveal you people so i have it open and then we’re going to start incredible okay let’s begin and landing page request i’m presuming

 

you guys i’m simply gon na reveal um discuss the basics really quickly but i make sure you people understand that this is a board every one of these are called each row and a group is called a product today we’re going to go over combinations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this between clients or tasks and it truly simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief before working on an imaginative request is using the form so a form basically 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 trying to find the size of uh the banner that they want the designer to create and i’ll all right let me reveal you how to create a form however generally this kind comes in here and then the team lead of the creative style team or any other team can designate a specific designer to work on it so let me show you people how to create and add a form if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you guys inspect the view section since it’s simply another method to show um all your items simply see things on a calendar or in a chart or you desire a file view another method 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 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 want to require it you can constantly do a checkbox and then they can’t submit the type without filling this information in so you can actually just develop any column with anything that you men require when an innovative demand comes in make it a kind share the form sneak peek the program you people how a kind looks like um the name of the request you desire you wish to include a specific short with a certain i understand each business has a particular 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 site copy it send it to whoever let’s simply make look i’ll just show you people let’s fill it in and you can see um webinar request test i can include a certain file for example right now everything remains in the planning concepts stage and i require the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest priority i want to send it and let me show you men how it can be found in on the board webinar request test so it’s constantly going to come into the very first group which is very important to understand and after that it can be called concepts or requests can be found in and then i can simply go on take it and move it to a certain 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 board or another group depending on how you describe your workflow just to make sure you guys 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 simply write yes so i can get feedback while you men are listening yay yes yes amazing remarkable awesome i’m glad you men are listening and comprehend whatever fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them also and now i’ll simply give like a short introduction this is the person column as you men 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 also on the product itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are correct every column that you create can be practically every column you develop can be in a form view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we utilize here is a top priority one we named it concern but it’s basically a ranking column um we have a. How To Send An Email In Monday.Com

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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 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 browse 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 after that if i have a particular job i’m working on i can simply connect them with tags and after that i can cross board search it to what it matters for so i find that extremely cool and i love i enjoy the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m not sure if you guys understand what this is however 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 undo this so i might reveal you men eliminate deadline mode generally what i wish to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. How To Send An Email In Monday.Com