This article is focused on answering How To Send Email Automatically From Excel Worksheet Using Vba …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are usage cases for banner and landing page demands think about it more like imaginative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to show 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 show you people that also and finally i’m going to show you dashboards um so let’s start in a minute i just 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 amazing okay let’s start and landing page request i’m assuming
you guys i’m just gon na reveal um talk about the fundamentals really rapidly however i make sure you men know that this is a board every 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 things so the method i divided my board here is between months however you can do this in between clients or jobs 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 before working on a creative request is utilizing the type so a form basically takes all your columns and makes it a link that other people can submit which they can publish 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 create a type but basically this kind is available in here and then the team lead of the creative style team or any other group can appoint a certain designer to work on it so let me show you people how to include a form and produce if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you men inspect the view area due to the fact that it’s just 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 method to see um certain things on your board so close the kind view and like i stated 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 form they can upload this file if you wish to need it you can always do a checkbox and after that they can’t send the type without filling this information in so you can actually just produce any column with anything that you men require when an innovative request is available in make it a type share the form sneak peek the program you people how a kind looks like um the name of the request you desire you want to include a specific short 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 top priority and so on etc um you can take this link after put one second let me click the kind 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 just show you men let’s fill it in and you can see um webinar demand test i can include a particular declare example right now whatever remains in the planning ideas stage and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest top priority i want to submit it and let me show you people how it comes in on the board webinar request test so it’s constantly going to enter the first group which is important to understand and then it can be called ideas or requests being available in and after that i can simply go on take it and move it to a specific group that i think it’s relevant 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 group or another board depending on how you outline your workflow just to ensure you guys 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 compose yes so i can get feedback while you people are listening yay yes yes remarkable incredible awesome i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them too now i’ll just give like a brief overview this is the individual column as you guys understand we have our 7 core columns here and after that we have more fascinating 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 soon um dale you simply ask presuming one form can populate several columns on one board yes dell you are appropriate every column that you produce can be almost every column you produce can be in a form view and people can fill it out and it comes in as a product on the board great so this is our column center what we use here is a concern one we called it priority however it’s generally a score column um we have a. How To Send Email Automatically From Excel Worksheet Using Vba
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file column and we have a tags column what i love about the tag column is if i click on 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 reveal you men how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain task i’m dealing with i can just connect them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i enjoy the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys know what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i could show you people remove deadline mode essentially what i wish to do i wish 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 Email Automatically From Excel Worksheet Using Vba