Monday.Com Vs Keap 2022 – dream workflows

This article is focused on answering Monday.Com Vs Keap …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 usage cases for banner and landing page demands consider it more like innovative demands from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you want 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 want to show you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that as well and lastly i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to show you men so i have it open and then we’re going to begin amazing fine let’s start and landing page request i’m presuming

 

you guys i’m just gon na show um talk about the fundamentals truly rapidly but i make certain you men know that this is a board every one of these are called a group and each row is called an item today we’re going to go over integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this between customers or jobs and it actually just depends on your workflow and the way we did it here to you can do it any way you want but a cool way to get a quick before dealing with an imaginative request is utilizing the type so a form basically takes all your columns and makes it a link that other individuals can complete which they can upload 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 okay let me reveal you how to develop a type however basically this form can be found in here and then the team lead of the innovative style team or any other group can designate a particular designer to deal with it so let me reveal you men how to produce and include a kind 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 suggest you guys inspect the view section due to the fact that it’s just another method to reveal um all your products just 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 form view and like i said it takes specific columns not the person column naturally but other columns that you can conceal or make um viewable for the person that is going to be offered the form they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t send the kind without filling this information in so you can actually simply produce any column with anything that you guys need when an imaginative demand is available in make it a kind share the form preview the program you men how a kind looks like um the name of the demand you desire you wish to add a particular short with a particular i understand each business has a certain structure that

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they use um when do you require it by the top 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 site copy it send it to whoever let’s just 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 declare example right now whatever remains in the preparation ideas phase and i require the innovative 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 want to submit it and let me show you men how it comes in on the board webinar request test so it’s constantly going to enter the very first group which is important to understand and then it can be called requests or ideas can be found in and then i can just 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 might so i’m going to keep it in this group i can move it to another board or another group depending upon how you outline your workflow just to make sure you guys are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes awesome awesome remarkable i’m glad you men are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them too now i’ll simply provide like a brief introduction this is the person column as you guys understand we have our seven core columns here and after that 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 likewise as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy several columns on one board yes dell you are correct every column that you produce can be almost every column you create can be in a kind view and individuals can fill it out and it is available in as an item on the board great so this is our column center what we use here is a concern one we named it priority but it’s generally a ranking column um we have actually a. Monday.Com Vs Keap

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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 people 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 specific job i’m dealing with i can merely link them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i enjoy the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not sure if you people know what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i might reveal you men eliminate due date mode basically what i want to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Monday.Com Vs Keap