How To Automatically Send Email Based On Cell Value 2022

This article is focused on answering How To Automatically Send Email Based On Cell Value …I’m a customer success manager 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 requests think of it more like imaginative demands from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you people that also and lastly i’m going to reveal you dashboards um so let’s start in a minute i just want to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to begin incredible alright let’s start and landing page request i’m presuming

 

you men i’m just gon na reveal um discuss the basics really quickly but i’m sure you people 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 discuss integrations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this in between clients or tasks and it truly simply depends on your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief prior to dealing with a creative demand is utilizing the type so a kind generally 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 looking for the size of uh the banner that they want the designer to develop and i’ll fine let me show you how to develop a type but essentially this form can be found in here and then the team lead of the innovative design team or any other team can designate a specific designer to work on it so let me show you people how to develop and include a form if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you guys examine the view section because it’s simply another way to reveal um all your products just 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 form view and like i said it takes specific 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 provided the kind they can publish 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 simply produce any column with anything that you guys need when an innovative demand is available in make it a form share the form sneak peek the program you men how a type appears like um the name of the request you want you want to add a specific brief with a particular i understand each company has a particular structure that

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they utilize um when do you require it by the priority and so on etc um you can take this link after put one second let me click the form 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 just show you men 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 preparation ideas stage and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest concern i want to submit it and let me reveal you people how it comes 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 after that it can be called concepts or demands being available 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 might 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 people are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes incredible amazing awesome i’m glad you guys are listening and understand whatever fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them too but now i’ll simply give like a short summary this is the individual column as you people 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 also on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one kind can populate several columns on one board yes dell you are correct every column that you create can be practically every column you produce can be in a kind view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we utilize here is a top priority one we named it priority but it’s generally a score column um we have a. How To Automatically Send Email Based On Cell Value

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file column and we have a tags column what i love 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 reveal 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 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 like the tech college let me simply leave here [Music] all right 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 method i connected them together and did deadline mode is let me undo this so i might show you men eliminate due date mode generally what i wish 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 To Automatically Send Email Based On Cell Value