This article is focused on answering How To Send Automated Emails Using Excel …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 use cases for banner and landing page demands think about it more like creative requests from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i want 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 ads so i’ll reveal you people that too and finally i’m going to reveal you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wished to reveal you guys so i have it open and after that we’re going to begin amazing okay let’s start and landing page request i’m presuming
you guys i’m simply gon na reveal um talk about the fundamentals truly quickly however i make sure you people know that this is a board each one of these are called a group and each row is called an item today we’re going to go over combinations automations views and a lot more fun stuff so the method i divided my board here is in between months however you can do this between clients or projects and it truly 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 prior to working on a creative demand is utilizing the type so a form essentially takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to produce and i’ll all right let me reveal you how to create a type but basically this type is available in here and after that the team lead of the creative style team or any other team can designate a specific designer to deal with it so let me show you guys how to produce and add a type if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you people examine the view section because it’s just another method to show 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 stated it takes certain columns not the person column naturally but other columns that you can hide or make um viewable for the individual that is going to be given the kind they can submit this file if you want to need it you can always do a checkbox and then they can’t send the form without filling this information in so you can truly simply create any column with anything that you guys require when a creative demand is available in make it a type share the form preview the program you guys how a form appears like um the name of the request you want you wish to add a certain short with a certain i know each company has a certain structure that
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they utilize um when do you require it by the top priority and so on and so forth 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 just make look i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can include a particular apply for example right now whatever is in the planning concepts stage and i need the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in highest priority i wish to submit it and let me reveal you men how it comes in on the board webinar demand test so it’s always going to enter into the very first group which is essential to understand and after that it can be called concepts or demands can be found in and after that i can just go ahead take it and move it to a specific group that i believe it’s relevant for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another group or another board depending upon how you detail your workflow just to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes awesome incredible amazing i’m glad you people are listening and comprehend everything excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them also now i’ll simply provide like a brief overview this is the person 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 likewise on the item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one kind can occupy several columns on one board yes dell you are appropriate every column that you develop can be almost every column you create can be in a form 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 top priority one we called it priority but it’s essentially a rating column um we have a. How To Send Automated Emails Using Excel
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How To Send Automated Emails Using Excel