This article is focused on answering How To Send Automated Email Via Excel …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 three specific on boards which are usage cases for banner and landing page demands think about it more like innovative 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 review marketing campaign tracking and i want to show you an in e-mail marketing um stability 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 have the ability to incorporate with facebook for facebook ads so i’ll reveal you men that also and finally i’m going to show you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you men so i have it open and after that we’re going to start awesome alright let’s begin and landing page demand i’m presuming
you people i’m simply gon na show um discuss the basics actually quickly but i’m sure you guys understand that this is a board every one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this in between clients or tasks and it actually simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a quick before working on a creative request is using the type so a type basically takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll fine let me show you how to develop a kind however basically this type is available in here and after that the team lead of the innovative design team or any other group can designate a certain designer to work on it so let me reveal you guys how to include a type and create if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people inspect the view section due to the fact that it’s simply another way to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the kind view and like i said it takes specific columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can upload this file if you wish to need it you can always do a checkbox and then they can’t send the form without filling this details in so you can really just produce any column with anything that you guys require when an innovative request is available in make it a form share the form sneak peek the program you guys how a kind appears like um the name of the request you want you wish to add a particular short with a specific i understand each company has a particular structure that
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they use um when do you need it by the top priority and so on and so forth 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 show you people let’s fill it in and you can see um webinar request test i can add a particular file for example today whatever remains in the planning concepts phase and i require 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 want to send it and let me reveal you men how it is available in on the board webinar request test so it’s always going to come into the first group which is very important to know and after that it can be called concepts or requests being available in and then i can simply go on take it and move it to a certain 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 board or another group depending upon how you outline 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 type 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 fantastic um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them as well today i’ll just offer like a short overview this is the individual column as you people know we have our 7 core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one type can occupy a number of columns on one board yes dell you are appropriate every column that you create can be nearly every column you produce can be in a kind view and individuals can fill it out and it can be found in as a product on the board great so this is our column center what we use here is a priority one we named it priority however it’s essentially a rating column um we have a. How To Send Automated Email Via Excel
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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 search 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 particularly i can see that it’s another board and after that if i have a certain job i’m working on i can merely link them with tags and then i can cross board search it to what it’s relevant for so i find that very cool and i love i like the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not exactly sure if you guys know what this is however this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i might show you guys 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 however i might take any status column i have for example the. How To Send Automated Email Via Excel