Monday.Com Copy Automations 2022 – dream workflows

This article is focused on answering Monday.Com Copy Automations …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 three particular on boards which are usage cases for banner and landing page demands consider it more like innovative demands from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability 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 people that as well and last but not least i’m going to show you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start incredible okay let’s start and landing page demand i’m assuming

 

you guys i’m simply gon na show um discuss the basics really rapidly but i’m sure you men understand that this is a board each one of these are called a group and each row is called a product today we’re going to go over integrations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this in between customers or jobs and it truly simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a brief prior to working on a creative request is utilizing the form so a kind essentially takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll fine let me show you how to produce a form but essentially this form can be found in here and then the team lead of the creative style team or any other team can assign a particular designer to deal with it so let me reveal you men how to develop and include a form if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you people check the view section since it’s just another way to reveal um all your products simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the type view and like i stated it takes certain columns not the person column of course but 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 require it you can always do a checkbox and after that they can’t submit the form without filling this details in so you can really just create any column with anything that you people require when an imaginative request can be found in make it a kind share the type preview the show you people how a form looks like um the name of the demand you desire you wish to add a particular brief with a certain i understand each business has a specific structure that

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they use um when do you require it by the top priority and so on etc 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 site copy it send it to whoever let’s just make appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a specific file for example right now everything is in the planning concepts phase and i need the innovative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in highest priority i want to submit it and let me reveal 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 demands or ideas being available in and then i can just proceed take it and move it to a particular 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 board or another group depending on how you describe your workflow just to make certain you people 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 simply write yes so i can get feedback while you guys are listening yay yes yes incredible remarkable amazing i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them as well today i’ll simply give like a brief overview this is the individual column as you men understand we have our 7 core columns here and after that 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 soon um dale you just ask presuming one form can occupy a number of columns on one board yes dell you are proper every column that you create can be almost every column you produce can be in a form view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we use here is a concern one we named it concern however it’s generally a ranking column um we have a. Monday.Com Copy Automations

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Monday.Com Copy Automations