This article is focused on answering How To Automatically Send Emails With Attachments …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 show you 3 specific on boards which are usage cases for banner and landing page requests consider it more like innovative requests from designers material so on and so forth copywriters um a social media planning 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 email marketing um integrity that we have with mailchimp and after that i wish to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that also and lastly i’m going to show you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wished to show you people so i have it open and then we’re going to begin incredible alright let’s start and landing page request i’m assuming
you people i’m simply gon na show um speak about the basics really quickly however i make 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 go over integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this between customers or jobs and it actually just depends upon your workflow and the way we did it here to you can do it any way you want however a cool way to get a quick before working on an innovative request is utilizing the type so a type essentially 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 okay let me reveal you how to create a form but generally this type is available in here and after that the group lead of the creative style group or any other team can designate a certain designer to deal with it so let me reveal you guys how to produce and include a type if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i suggest you guys check the view section due to the fact that it’s just another way to show um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the form view and like i stated it takes certain columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be given the kind they can upload this file if you wish to require it you can always do a checkbox and then they can’t submit the kind without filling this information in so you can truly simply create any column with anything that you people require when an imaginative request can be found in make it a kind share the form sneak peek the program you guys how a type looks like um the name of the demand you want you want to add a particular brief with a particular i understand each business has a specific structure that
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they use um when do you require 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 website copy it send it to whoever let’s simply make look i’ll simply show you men let’s fill it in and you can see um webinar demand test i can include a specific file for example today everything is in the preparation concepts stage and i require the creative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest top priority i want to submit it and let me reveal you people how it is available in on the board webinar demand test so it’s always going to enter into the first group which is very important to understand and then it can be called concepts or requests being available in and after that i can just proceed take it and move it to a particular group that i think it matters 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 group or another board depending on how you outline your workflow simply to make certain you men 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 simply compose yes so i can get feedback while you people are listening yay yes yes amazing remarkable amazing i’m glad you men 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 go over them as well but now i’ll simply offer like a short overview this is the individual 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 likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy numerous columns on one board yes dell you are right every column that you develop can be practically every column you create can be in a form view and people can fill it out and it is available in as an item on the board great so this is our column center what we utilize here is a priority one we called it top priority but it’s basically a score column um we have actually a. How To Automatically Send Emails With Attachments
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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 browse 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 particular task i’m working on i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i discover that very cool and i love i love the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you people 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 might reveal you men eliminate due date mode generally what i wish to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. How To Automatically Send Emails With Attachments