Monday Automation Send Email 2022

This article is focused on answering Monday Automation Send Email …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 three particular on boards which are use cases for banner and landing page requests think of it more like innovative requests from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you people that also and lastly i’m going to reveal you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to begin awesome alright let’s start and landing page demand i’m assuming

 

you people i’m just gon na show um discuss the fundamentals actually rapidly but i make sure you men understand that this is a board each one of these are called each row and a group is called a product today we’re going to review combinations automations views and a lot more fun stuff so the method i divided my board here is between months but you can do this between customers or jobs and it really just depends on your workflow and the way we did it here to you can do it any way you want but a cool way to get a brief before working on a creative demand is using the kind so a form essentially takes all your columns and makes it a link that other people can fill out 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 produce and i’ll alright let me show you how to create a form but basically this kind comes in here and after that the group lead of the innovative style group or any other team can designate a specific designer to deal with it so let me reveal you men how to create and include a form if anything is too fast 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 men inspect the view section due to the fact that it’s simply another way to reveal um all your items 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 obviously however other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can submit this file if you wish to require it you can constantly do a checkbox and then they can’t send the kind without filling this information in so you can actually simply develop any column with anything that you people require when an imaginative request comes in make it a type share the form sneak peek the program you people how a kind appears like um the name of the demand you want you want to include a particular short with a certain i understand each company has a particular structure that

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they utilize um when do you require it by the priority and so on etc um you can take this link after put one second let me click on 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 just make look i’ll simply show you people 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 need 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 concern i want to send it and let me reveal you guys how it is available in on the board webinar demand test so it’s always going to enter into the very first group which is important to know and after that it can be called requests or concepts being available in and then i can just go ahead take it and move it to a certain group that i think it’s relevant 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 board or another group depending upon how you detail 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 form and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes amazing remarkable incredible i’m glad you men are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them too today i’ll simply give like a brief summary this is the individual column as you men know we have our seven core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy several columns on one board yes dell you are correct every column that you develop can be practically every column you create can be in a type view and people can fill it out and it is available in as an item on the board terrific so this is our column center what we use here is a top priority one we called it priority but it’s essentially a ranking column um we have actually a. Monday Automation Send Email

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file column and we have a tags column what i like about the tag column is if i click 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 browse 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 then if i have a certain project i’m dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i discover that very cool and i love i love the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m unsure if you guys understand what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i could reveal you men eliminate deadline mode generally what i want to do i want to set as due date i want to take the status column however i could take any status column i have for example the. Monday Automation Send Email