This article is focused on answering Is Crm Free …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are use cases for banner and landing page requests consider it more like creative requests from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you guys that also and lastly i’m going to reveal you control panels um so let’s start in a minute i simply want to pull up the um thing that i wished to reveal you guys so i have it open and then we’re going to start amazing alright let’s start and landing page request i’m assuming
you men i’m simply gon na show um discuss the fundamentals truly rapidly but i’m sure you guys know that this is a board each one of these are called a group and each row is called a product today we’re going to review 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 customers or tasks and it truly just depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a brief before working on an innovative request is utilizing the type so a kind basically takes all your columns and makes it a link that other people can submit 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 produce and i’ll fine let me reveal you how to create a form however generally this kind can be found in here and then the group lead of the creative design group or any other team can appoint a particular designer to work on it so let me show you men how to create and add a form 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 recommend you guys inspect the view area due to the fact that it’s just 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 form view and like i stated it takes specific columns not the person column of course but other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can upload this file if you want to need it you can always do a checkbox and after that they can’t submit the form without filling this details in so you can really simply develop any column with anything that you men need when an innovative request comes in make it a type share the type preview the program you people how a kind looks like um the name of the demand you desire you want to include a certain brief with a certain i understand each company has a certain structure that
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they use um when do you require it by the top priority and so on etc um you can take this link after put one second let me click on 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 appearance 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 today everything is in the planning ideas stage and i need the imaginative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in greatest concern i want to submit it and let me show you people how it comes in on the board webinar demand test so it’s always going to come into the very first group which is essential to understand and then it can be called requests or concepts coming in and then i can just proceed take it and move it to a specific group that i think 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 group or another board depending on how you describe your workflow just to make certain you guys 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 men are listening yay yes yes awesome remarkable awesome i’m glad you men are listening and understand everything excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll discuss them too today i’ll just provide like a short summary this is the individual column as you men understand we have our 7 core columns here and then 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 correct every column that you develop can be nearly every column you create can be in a type view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we use here is a top priority one we called it top priority however it’s generally a rating column um we have actually a. Is Crm Free
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Is Crm Free