How To Send Automated Emails 2022

This article is focused on answering How To Send Automated Emails …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests think of it more like creative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you men that too and lastly i’m going to show you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to show you guys so i have it open and after that we’re going to begin remarkable all right let’s start and landing page demand i’m presuming

 

you guys i’m simply 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 each row and a group is called a product today we’re going to discuss integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this in between clients or projects and it truly simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a short prior to working on a creative demand is using the type so a kind essentially takes all your columns and makes it a link that other people can complete 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 okay let me show you how to produce a kind however basically this form comes in here and after that the group lead of the imaginative style team or any other team can assign a certain designer to work on it so let me show you guys how to create and add a form if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you men check the view section since it’s simply another way to show um all your products just see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the kind 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 person that is going to be given the type they can publish this file if you want to require it you can always do a checkbox and after that they can’t submit the type without filling this info in so you can actually just produce any column with anything that you men need when a creative demand is available in make it a kind share the kind preview the show you men 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 business has a certain structure that

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they utilize um when do you require it by the top priority 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 appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can include a specific apply for example right now whatever remains in the planning ideas phase and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest concern i want to submit it and let me show you guys how it comes in on the board webinar request test so it’s always going to come into the first group which is important to understand and then it can be called concepts or requests coming in and after that i can simply go on take it and move it to a particular group that i think it matters 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 make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes remarkable amazing amazing i’m glad you men are listening and understand everything fantastic 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 too and now i’ll simply offer like a brief introduction 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 likewise on the product itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one form can occupy numerous columns on one board yes dell you are appropriate every column that you develop can be almost every column you produce can be in a kind view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a top priority one we called it priority but it’s basically a score column um we have a. How To Send Automated Emails

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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 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 particularly i can see that it’s another board and then if i have a certain job i’m dealing with i can merely connect them with tags and then i can cross board search it to what it matters for so i discover that extremely cool and i love i enjoy the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m not sure if you men understand what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i might reveal you people eliminate due date mode essentially what i want to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. How To Send Automated Emails