This article is focused on answering Cyber Monday Overstock Com …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 use cases for banner and landing page demands think about it more like imaginative requests from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i want to show you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you men that too and lastly i’m going to show you control panels um so let’s start in a minute i simply want to bring up the um thing that i wished to show you guys so i have it open and after that we’re going to begin amazing alright let’s begin and landing page request i’m assuming
you men i’m just gon na show um speak about the fundamentals truly rapidly but i’m sure you men know 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 discuss combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this between jobs or customers and it really just depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a brief before dealing with an innovative request is using the type so a type basically 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 want the designer to create and i’ll all right let me reveal you how to develop a kind however essentially this kind is available in here and then the team lead of the innovative style group or any other group can designate a specific designer to deal with it so let me reveal you men how to create and add a kind if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you guys check the view area since it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the kind view and like i stated it takes certain 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 provided the form they can upload this file if you want to require it you can always do a checkbox and after that they can’t send the type without filling this information in so you can actually just develop any column with anything that you men need when an innovative demand comes in make it a form share the form preview the program you guys how a form looks like um the name of the request you want you want to include a specific short with a certain i understand each company has a particular structure that
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they utilize um when do you need it by the priority and so on and so forth um you can take this link after put one second let me click on the form 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 simply reveal you people let’s fill it in and you can see um webinar demand test i can add a specific apply for example today whatever is in the planning concepts phase and i require the imaginative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest priority i want to send it and let me show you guys how it is available in on the board webinar demand test so it’s constantly going to enter into the very first group which is important to understand and after that it can be called requests or ideas can be found in and then i can just go on take it and move it to a specific 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 describe your workflow just to make certain you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes amazing amazing amazing i’m glad you guys are listening and understand everything terrific um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them also now i’ll just offer like a quick introduction this is the person column as you people know we have our 7 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 also on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one form can occupy numerous 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 form view and people can fill it out and it can be found 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 concern however it’s essentially a ranking column um we have a. Cyber Monday Overstock Com
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file column and we have a tags column what i like 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 men 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 specific task i’m dealing with i can simply connect them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i love the tech college let me just leave here [Music] fine um [Music] and yeah and i’m unsure if you people understand what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i could show you people remove due date mode essentially what i want to do i wish to set as due date i wish to take the status column but i could take any status column i have for example the. Cyber Monday Overstock Com