Monday Com Event Management 2022 – dream workflows

This article is focused on answering Monday Com Event Management …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 use cases for banner and landing page demands consider it more like creative requests from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you desire 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 reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you people that as well and lastly 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 wanted to reveal you guys so i have it open and then we’re going to start remarkable fine let’s begin and landing page demand i’m presuming

 

you people i’m simply gon na show um discuss the essentials actually quickly however i make sure you men know 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 review integrations automations views and a lot more fun things so the method i divided my board here is between months but you can do this between clients or projects and it truly simply depends on 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 short before dealing with a creative request is using the type so a type generally takes all your columns and makes it a link that other individuals 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 want the designer to produce and i’ll fine let me show you how to develop a form however generally this kind comes in here and then the group lead of the imaginative style team or any other group can assign a specific designer to deal with it so let me reveal you people how to include a type and produce 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 include view i advise you guys check the view section since it’s just another method to show um all your products just 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 stated it takes particular columns not the person column of course but other columns that you can hide or make um viewable for the person that is going to be given the form they can publish this file if you want to need it you can constantly do a checkbox and after that they can’t submit the form without filling this information in so you can really simply develop any column with anything that you guys need when an innovative request comes in make it a form share the form preview the show you guys how a form appears like um the name of the request you desire you wish to include a certain short with a certain i know each business has a specific structure that

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they use um when do you require it by the concern and so on etc 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 just make look i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can include a specific declare example right now everything is in the preparation ideas phase and i require the creative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest concern i wish 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 enter the first group which is very important to understand and then it can be called demands or concepts can be found in and after that i can simply proceed take it and move it to a particular group that i think 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 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 form and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes incredible remarkable awesome i’m glad you men are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them as well today i’ll simply provide like a short overview this is the individual column as you people know we have our seven core columns here and then we have more intriguing 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 assuming one form can populate several 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 kind view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we utilize here is a top priority one we called it priority however it’s basically a score column um we have a. Monday Com Event Management

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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 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 reveal you guys 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 after that i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i like the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not sure if you men know what this is but 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 undo this so i could reveal you men remove deadline mode generally what i wish to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday Com Event Management