How To Send Auto Email In Salesforce 2022

This article is focused on answering How To Send Auto Email In Salesforce …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page demands think about it more like imaginative demands from designers content so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in two 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 reveal you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to show you guys so i have it open and then we’re going to start awesome alright let’s begin and landing page demand i’m assuming

 

you guys i’m simply gon na reveal um speak about the fundamentals truly rapidly but i make sure you men 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 go over combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this in between tasks or clients and it actually simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a brief prior to dealing with an imaginative request is using the kind so a type essentially takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll alright let me show you how to develop a kind but basically this form comes in here and then the group lead of the creative style team or any other team can designate a specific designer to work on it so let me show you men how to produce and add a kind if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys check the view area because it’s simply 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 particular things on your board so close the form view and like i said it takes certain columns not the individual column of course but other columns that you can hide or make um viewable for the person that is going to be provided the kind they can submit this file if you wish to need it you can always do a checkbox and after that they can’t submit the type without filling this information in so you can actually simply produce any column with anything that you people need when a creative request is available in make it a form share the kind sneak peek the program you men how a type looks like um the name of the request you desire you wish to add a particular quick with a particular i understand each business has a particular structure that

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they use um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click on 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 appearance i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can add a particular declare example right now everything remains in the preparation concepts phase and i require the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest top priority i wish to send it and let me show you men how it can be found in on the board webinar request test so it’s constantly going to enter into the very first group which is important to understand and then it can be called demands or ideas being available in and after that i can just go ahead take it and move it to a particular group that i believe it matters 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 board or another group depending upon how you detail 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 form and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes incredible incredible amazing i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them also now i’ll simply provide like a brief summary this is the individual column as you men understand we have our seven 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 item itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one type can populate a number of columns on one board yes dell you are appropriate every column that you create can be practically every column you produce can be in a type view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we utilize here is a priority one we called it top priority however it’s generally a score column um we have actually a. How To Send Auto Email In Salesforce

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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 reveal you men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain project i’m dealing with i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i find that super cool and i love i like the tech college let me just leave here [Music] fine um [Music] and yeah and i’m unsure 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 deadline mode is let me undo this so i might show you men get rid of due date mode basically what i wish to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. How To Send Auto Email In Salesforce