Monday Com Contact 2022 – dream workflows

This article is focused on answering Monday Com Contact …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 show you 3 specific 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 integrity that we have with mailchimp and after that i want to show you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that as well and lastly i’m going to reveal you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to start remarkable fine let’s start and landing page demand i’m presuming

 

you people i’m just gon na reveal um talk about the fundamentals truly rapidly but i’m sure you people understand 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 discuss integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this between tasks or customers and it really just depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a short before working on a creative request is using the type so a form generally 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 looking for the size of uh the banner that they desire the designer to produce and i’ll all right let me reveal you how to develop a form but essentially this form can be found in here and after that the team lead of the creative design team or any other group can designate a specific designer to deal with it so let me reveal you people how to add a type and create 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 include view i recommend you men check the view section because it’s simply another way to reveal um all your items simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the kind view and like i said it takes certain columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be given 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 form without filling this info in so you can really just develop any column with anything that you guys require when an imaginative demand comes in make it a kind share the kind preview the program you men how a form looks like um the name of the demand you want you wish to add a specific brief with a certain i know each business has a certain structure that

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they use um when do you require it by the priority 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 site copy it send it to whoever let’s just make appearance i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can add a particular apply for example right now whatever is in the planning concepts phase and i require the creative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in highest concern i wish to submit it and let me reveal you guys how it comes in on the board webinar request test so it’s constantly going to come into the first group which is essential to understand and then it can be called demands or concepts can be found in and after that i can simply go on take it and move it to a specific 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 group or another board depending upon how you describe your workflow just to make sure you men 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 just compose yes so i can get feedback while you guys are listening yay yes yes remarkable remarkable incredible i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them too but now i’ll simply offer like a brief overview this is the person column as you people know we have our 7 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 likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one type can occupy several columns on one board yes dell you are correct every column that you produce can be practically every column you produce can be in a kind view and individuals can fill it out and it comes in as an item on the board excellent so this is our column center what we use here is a top priority one we called it priority however it’s essentially a ranking column um we have a. Monday Com Contact

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Monday Com Contact