This article is focused on answering Monday.Com For Free …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page requests think of it more like creative requests from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and then i wish to show you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you men that as well and finally i’m going to reveal you control panels um so let’s begin in a minute i just want to bring up the um thing that i wished to show you people so i have it open and then we’re going to start remarkable fine let’s begin and landing page request i’m presuming
you people i’m just gon na reveal um discuss the basics really quickly but i’m sure you men 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 go over integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this in between customers or jobs 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 method to get a quick prior to dealing with an imaginative demand is utilizing the type so a kind generally takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to develop and i’ll alright let me reveal you how to produce a form however essentially this form comes in here and then the group lead of the creative design team or any other team can designate a particular designer to work on it so let me reveal you guys how to develop and add a kind if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people examine the view section because it’s just 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 way to see um particular things on your board so close the type view and like i said it takes particular columns not the individual column obviously however other columns that you can hide or make um viewable for the individual that is going to be given the form they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t submit the kind without filling this details in so you can truly just develop any column with anything that you guys require when an innovative request is available in make it a form share the kind preview the program you guys how a kind appears like um the name of the demand you want you wish to add a specific short 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 concern and so on and so forth um you can take this link after put one second let me click the kind 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 look i’ll just show you guys let’s fill it in and you can see um webinar demand test i can include a certain declare example right now everything remains in the planning ideas phase and i need the imaginative 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 priority i want to send it and let me reveal you men how it comes in on the board webinar request test so it’s always going to enter into the very first group which is important to understand and after that it can be called ideas or demands coming in and after that i can simply proceed take it and move it to a particular group that i believe it’s relevant 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 group or another board depending on how you outline your workflow simply to make sure you guys 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 compose yes so i can get feedback while you guys are listening yay yes yes awesome amazing remarkable i’m glad you men are listening and comprehend everything excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them also but now i’ll simply provide like a short overview this is the individual column as you men 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 product itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one kind can populate numerous columns on one board yes dell you are correct every column that you create can be nearly every column you produce can be in a form view and individuals can fill it out and it comes in as a product on the board terrific so this is our column center what we utilize here is a top priority one we named it concern however it’s generally a rating column um we have a. Monday.Com For Free
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file column and we have a tags column what i enjoy about the tag column is if i click 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 show you men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain project i’m working on i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i enjoy the tech college let me just leave here [Music] fine um [Music] and yeah and i’m not exactly sure if you guys understand what this is however this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i could reveal you men eliminate due date mode essentially what i wish to do i wish to set as due date i want to take the status column but i could take any status column i have for example the. Monday.Com For Free