This article is focused on answering Using Monday.Com As A Crm …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 three particular on boards which are use cases for banner and landing page requests think about it more like innovative requests from designers material so on and so forth 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 project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that as well and finally i’m going to reveal you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin amazing fine let’s start and landing page demand i’m assuming
you people i’m simply gon na reveal um talk about the fundamentals truly quickly but i make certain you people understand 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 discuss integrations automations views and a lot more fun stuff so the method i divided my board here is between months but you can do this in between clients or tasks and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a short before working on a creative demand is using the form so a form generally takes all your columns and makes it a link that other people 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 create and i’ll okay let me reveal you how to create a kind but generally this type is available in here and after that the group lead of the creative design team or any other team can assign a particular designer to deal with it so let me show you men how to produce and include a kind if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you people check the view section due to the fact that it’s just another way to show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the form view and like i said it takes particular columns not the person column naturally however other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can publish this file if you wish to need it you can constantly do a checkbox and then they can’t send the form without filling this details in so you can really simply develop any column with anything that you people need when an innovative demand comes in make it a form share the form sneak peek the show you men how a form looks like um the name of the demand you want you wish to include a particular short with a particular i know each company has a specific 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 the type 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 reveal you people let’s fill it in and you can see um webinar demand test i can add a specific file for example today whatever is in the planning concepts stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest concern i want to send it and let me show you people how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is important to know and then it can be called demands or concepts being available in and then i can just 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 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 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 simply compose yes so i can get feedback while you guys are listening yay yes yes amazing incredible awesome i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them too now i’ll just give like a brief overview this is the person column as you guys understand we have our 7 core columns here and after that 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 product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one type can occupy several columns on one board yes dell you are proper every column that you create can be nearly every column you develop 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 top priority however it’s generally a score column um we have actually a. Using Monday.Com As A Crm
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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 browse 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 then if i have a certain 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 incredibly cool and i love i love the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m unsure if you guys know 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 reverse this so i could reveal you people eliminate due date mode basically what i wish to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Using Monday.Com As A Crm