Monday Com Hubspot 2022 – dream workflows

This article is focused on answering Monday Com Hubspot …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 specific on boards which are usage cases for banner and landing page demands think about it more like innovative requests from designers content 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 discuss marketing campaign tracking and i want to reveal you an in e-mail 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 show you guys that too and last but not least i’m going to show you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wished to reveal you people so i have it open and after that we’re going to begin remarkable all right let’s start and landing page demand i’m presuming

 

you men i’m simply gon na reveal um talk about the fundamentals actually rapidly but i’m sure you guys know that this is a board each one of these are called each row and a group is called a product today we’re going to review combinations automations views and a lot more fun things so the way i divided my board here is between months however you can do this in between clients or tasks and it actually just depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick before working on a creative request is using the form so a form generally takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll fine let me show you how to create a type however generally this kind is available in here and after that the group lead of the innovative style group or any other team can designate a specific designer to work on it so let me show you men how to include a type and produce if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you men examine the view area due to the fact that it’s simply another method to reveal 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 particular things on your board so close the kind view and like i said it takes certain columns not the individual column obviously however other columns that you can conceal or make um viewable for the person that is going to be given the form they can publish this file if you wish to need it you can always do a checkbox and after that they can’t submit the type without filling this details in so you can actually just create any column with anything that you men need when an innovative request is available in make it a kind share the type preview the program you men how a kind appears like um the name of the demand you want you wish to include a specific short with a particular i know each business has a particular structure that

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they utilize 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 kind i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make look i’ll simply show you men let’s fill it in and you can see um webinar demand test i can include a particular apply for example today whatever remains in the planning ideas stage and i require the imaginative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in highest priority i want to submit it and let me show you people how it can be found in on the board webinar demand test so it’s constantly going to enter into the first group which is essential to know and after that it can be called concepts or demands can be found in and then i can simply go ahead 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 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 detail your workflow just 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 simply write yes so i can get feedback while you people are listening yay yes yes awesome amazing remarkable i’m glad you men are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them also now i’ll simply provide like a short introduction this is the individual column as you guys understand we have our 7 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 also on the item itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one form can occupy a number of columns on one board yes dell you are correct every column that you develop can be almost every column you create can be in a form view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we use here is a concern one we called it concern but it’s essentially a rating column um we have a. Monday Com Hubspot

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file column and we have a tags column what i love 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 people 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 specific task i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i discover that very cool and i love i enjoy the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you guys know what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i might reveal you guys remove due date mode basically what i wish to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Monday Com Hubspot