Monday.Com Customer Success 2022 – dream workflows

This article is focused on answering Monday.Com Customer Success …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 consider it more like innovative requests from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss 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 wish to show you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you men that too and finally i’m going to show you control panels um so let’s start in a minute i just want to bring up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin incredible fine let’s start and landing page request i’m assuming

you guys i’m simply gon na show um talk about the basics truly quickly however i’m sure you people 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 review combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this between tasks or clients and it really just depends on your workflow and the way we did it here to you can do it any way you desire however a cool way to get a brief before working on an imaginative demand is using the kind so a form 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 searching for the size of uh the banner that they want the designer to develop and i’ll okay let me reveal you how to create a type but essentially this kind is available in here and after that the group lead of the creative design group or any other group can appoint a certain designer to deal with it so let me reveal you men how to create and add a form if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you people check the view section due to the fact that it’s simply another way to reveal 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 specific columns not the individual column naturally however other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can publish this file if you want to need it you can always do a checkbox and then they can’t send the type without filling this details in so you can really simply produce any column with anything that you men need when an innovative request comes in make it a form share the kind preview the show you men how a type appears like um the name of the demand you want you wish to include a certain brief with a certain i know each company has a particular structure that

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they utilize um when do you need it by the concern and so on etc um you can take this link after put one 2nd let me click on the kind 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 just show you guys let’s fill it in and you can see um webinar demand test i can add a certain declare example right now whatever remains in the preparation ideas phase and i need the innovative department to help me it’s right now where i’m working on it i require it by might 23rd and it remains in highest top priority i want to send it and let me show you men how it can be found in on the board webinar demand test so it’s always going to enter the first group which is very important to understand and then it can be called concepts or demands coming in and after that i can just proceed take it and move it to a certain group that i think it matters 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 upon how you detail your workflow simply to ensure you people 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 compose yes so i can get feedback while you men are listening yay yes yes awesome remarkable remarkable i’m glad you men are listening and comprehend whatever terrific um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them too but now i’ll simply provide like a quick overview this is the person column as you men know 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 simply ask presuming one form can occupy numerous columns on one board yes dell you are proper every column that you create can be almost every column you develop can be in a form view and individuals can fill it out and it comes in as an item 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 actually a. Monday.Com Customer Success

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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 today 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 show you men 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 dealing with i can simply link them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i love the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not sure 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 due date mode is let me reverse this so i might reveal you people eliminate due date mode generally what i want to do i want to set as due date i want to take the status column however i might take any status column i have for example the. Monday.Com Customer Success

This article is focused on answering Monday Com Customer Success …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are usage cases for banner and landing page requests think about it more like creative requests from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i want to show you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that too and lastly i’m going to reveal you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to start remarkable alright let’s start and landing page request i’m presuming

you men i’m simply gon na reveal um talk about the essentials truly rapidly but i’m sure you guys know that this is a board each one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this in between projects or clients and it really just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a short prior to dealing with an imaginative request is using the type so a kind generally takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll alright let me reveal you how to develop a form but basically this form can be found in here and then the group lead of the imaginative design team or any other group can designate a particular designer to work on it so let me reveal you guys how to include a kind and create if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you men inspect the view area since it’s simply another method to show um all your products simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the form view and like i said it takes certain columns not the individual column naturally but other columns that you can hide or make um viewable for the individual that is going to be given the type they can upload this file if you want to require it you can constantly do a checkbox and then they can’t submit the kind without filling this information in so you can truly just develop any column with anything that you people require when a creative request comes in make it a kind share the form preview the show you people how a type appears like um the name of the demand you want you want to include a specific short with a specific i understand each company has a particular 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 second let me click on 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 men let’s fill it in and you can see um webinar request test i can add a particular file for example right now everything 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 priority i wish to submit it and let me reveal you people how it is available in on the board webinar demand test so it’s always going to enter into the very first group which is very important to understand and after that it can be called ideas or requests being available in and then i can simply go on take it and move it to a certain group that i believe it matters for in this case it needs to be done by might so i’m going to keep it in this group i can move it to another group or another board depending on how you outline your workflow just to make certain you men are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes remarkable amazing amazing i’m glad you men are listening and comprehend everything great um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll go over them as well but now i’ll simply offer like a brief summary this is the person column as you guys know we have our 7 core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one kind can populate numerous columns on one board yes dell you are appropriate every column that you produce can be almost every column you create can be in a form view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a priority one we called it concern but it’s generally a ranking column um we have a. Monday Com Customer Success

monday.com, project management, tool, software application, rates, asana, apps, trello, kanban, microsoft, automations, option, crm, user, project management software application, gantt charts, basecamp, business, button, api, kanban board, airtable, control panel.

Monday Com Customer Success