Monday Com Mailchimp 2022 – dream workflows

This article is focused on answering Monday Com Mailchimp …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 3 particular on boards which are use cases for banner and landing page requests consider it more like creative requests from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you guys that as well and finally i’m going to reveal you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to begin awesome okay let’s begin and landing page request i’m assuming

 

you men i’m just gon na reveal um discuss the fundamentals really rapidly however i make certain you men understand 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 go over combinations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this between projects or clients and it really simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool method to get a short prior to working on an imaginative demand is utilizing the type so a kind essentially 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 trying to find the size of uh the banner that they want the designer to create and i’ll fine let me reveal you how to create a kind but essentially this form is available in here and after that the group lead of the innovative design team or any other group can designate a certain designer to deal with it so let me reveal you men how to produce and include a type if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you men inspect the view section because it’s simply another way 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 specific things on your board so close the form view and like i said it takes specific columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the type they can submit this file if you wish 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 truly simply create any column with anything that you guys need when an innovative demand can be found in make it a form share the form preview the show you guys how a type appears like um the name of the demand you want you want to add a certain quick with a specific 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 type 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 appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can include a certain file for example today everything remains in the planning 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 remains in greatest top priority i wish to send it and let me reveal you guys how it comes in on the board webinar demand test so it’s constantly going to enter into the first group which is important to understand and after that it can be called demands or concepts coming in and then i can simply go on take it and move it to a certain 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 upon how you describe 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 understood the kind and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes awesome remarkable amazing i’m glad you men are listening and comprehend whatever fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them as well but now i’ll just give like a brief summary this is the person column as you guys understand we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one form can populate numerous columns on one board yes dell you are appropriate every column that you produce can be practically every column you produce can be in a kind view and individuals can fill it out and it can be found in as a product on the board excellent so this is our column center what we utilize here is a top priority one we called it concern however it’s basically a rating column um we have actually a. Monday Com Mailchimp

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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 specifically i can see that it’s another board and after that if i have a particular job i’m working on i can just link them with tags and after that i can cross board search it to what it matters for so i discover that very cool and i love i enjoy the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not sure if you men understand what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i might reveal you guys get rid of deadline mode basically what i wish to do i wish to set as deadline i want to take the status column but i could take any status column i have for example the. Monday Com Mailchimp