This article is focused on answering Monday.Com And Salesforce Integration …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 specific on boards which are usage cases for banner and landing page demands consider it more like imaginative requests from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal 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 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal 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 want to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin remarkable okay let’s start and landing page request i’m presuming
you guys i’m simply gon na reveal um speak about the basics really quickly but i make certain you guys know that this is a board every one of these are called a group and each row is called a product today we’re going to go over combinations automations views and a lot more fun things so the method i divided my board here is between months however you can do this between tasks or clients and it really just depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a quick prior to dealing with a creative demand is using the type so a form basically takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll all right let me reveal you how to create a form however basically this type can be found in here and after that the group lead of the imaginative design group or any other team can assign a certain designer to work on it so let me reveal you men how to add a form and develop if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you guys inspect the view section because it’s simply another method to reveal 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 specific things on your board so close the kind view and like i stated it takes particular 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 offered the form they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t submit the kind without filling this info in so you can really just develop any column with anything that you people need when a creative demand is available in make it a form share the type preview the program you men how a form appears like um the name of the request you desire you wish to include a certain brief with a particular i know each business has a specific structure that
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they utilize um when do you need it by the concern 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 appearance i’ll simply show you people let’s fill it in and you can see um webinar request test i can add a particular apply for example right now whatever is in the preparation concepts stage and i require the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest concern i wish to submit it and let me show you guys how it can be found in on the board webinar demand test so it’s constantly going to come into the very first group which is necessary to know and then it can be called concepts or demands being available in and then i can just go on take it and move it to a specific group that i believe it matters for in this case it requires 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 upon how you detail your workflow simply to ensure you men 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 simply write yes so i can get feedback while you men are listening yay yes yes awesome amazing awesome i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them too but now i’ll just provide like a quick summary this is the individual column as you guys know we have our seven 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 product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are proper every column that you create can be practically every column you produce can be in a type view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we use here is a priority one we named it priority but it’s generally a rating column um we have actually a. Monday.Com And Salesforce Integration
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file column and we have a tags column what i like 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 search 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 specifically i can see that it’s another board and after that if i have a particular project i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m uncertain if you men understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i might reveal you men eliminate due date mode essentially what i want to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Monday.Com And Salesforce Integration