This article is focused on answering How Much Does Monday Crm Cost …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 show you three specific on boards which are usage cases for banner and landing page demands consider it more like innovative requests from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a slip a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that too and finally i’m going to show you control panels um so let’s start in a minute i just wish to pull up the um thing that i wished to show you men so i have it open and then we’re going to start amazing all right let’s start and landing page request i’m presuming
you guys i’m just gon na reveal um discuss the fundamentals actually quickly but i’m sure you guys understand 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 things so the method i divided my board here is between months however you can do this in between tasks or clients and it actually just depends on 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 dealing with an innovative request is using the type so a type generally takes all your columns and makes it a link that other people can fill out which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll fine let me show you how to produce a form however basically this form is available in here and after that the group lead of the imaginative design team or any other group can designate a particular designer to deal with it so let me reveal you guys how to add a kind and produce if anything is too quick 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 advise you people examine the view section since it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the kind view and like i stated it takes certain columns not the person column of course but other columns that you can conceal or make um viewable for the person that is going to be offered the form they can submit this file if you wish to require it you can constantly do a checkbox and then they can’t submit the form without filling this info in so you can actually simply produce any column with anything that you men require when an imaginative demand comes in make it a form share the form sneak peek the program you men how a kind looks like um the name of the demand you want you wish to add a certain quick with a specific i understand each company has a specific structure that
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they use um when do you need it by the priority and so on etc 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 look i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a certain declare example today everything is in the planning ideas phase and i need the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest top priority i wish to send it and let me show you men how it can be found in on the board webinar demand test so it’s constantly going to enter into the very first group which is essential to understand and then it can be called requests or concepts being available in and then i can simply proceed take it and move it to a certain group that i think 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 board or another group depending upon how you describe your workflow simply to make sure you people 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 compose yes so i can get feedback while you people are listening yay yes yes amazing remarkable amazing i’m glad you people are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them also and now i’ll simply offer like a brief introduction this is the individual column as you men 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 likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one kind can occupy a number of columns on one board yes dell you are appropriate every column that you produce can be almost every column you produce can be in a form view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we utilize here is a concern one we named it top priority but it’s generally a ranking column um we have actually a. How Much Does Monday Crm Cost
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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 reveal 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 specific job i’m working on i can merely link them with tags and after that i can cross board search it to what it matters for so i find that super cool and i love i enjoy the tech college let me just leave here [Music] fine um [Music] and yeah and i’m uncertain if you guys know what this is but this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i might reveal you people get rid of 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 might take any status column i have for example the. How Much Does Monday Crm Cost