This article is focused on answering Monday Com And Docusign …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 reveal you three particular on boards which are use cases for banner and landing page requests think of it more like creative requests from designers material so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people that as well and last but not least i’m going to show you control panels um so let’s start in a minute i just want to pull up the um thing that i wanted to show you men so i have it open and then we’re going to start awesome okay let’s start and landing page demand i’m assuming
you guys i’m simply gon na show um speak about the essentials actually quickly however i’m sure you men understand that this is a board every one of these are called each row and a group is called an item today we’re going to review 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 tasks or customers and it truly simply 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 before working on an innovative request is utilizing the form so a kind basically takes all your columns and makes it a link that other individuals can fill out which they can publish 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 develop and i’ll okay let me show you how to develop a type but essentially this type can be found in here and after that the group lead of the creative style group or any other team can designate a particular designer to deal with it so let me show you men how to add a form and develop if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people examine the view area due to the fact that it’s simply another method to show um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the kind view and like i said it takes certain columns not the individual column naturally however other columns that you can conceal or make um viewable for the person that is going to be given the type they can submit this file if you want to need it you can always do a checkbox and after that they can’t submit the type without filling this information in so you can really simply develop any column with anything that you men need when an innovative demand can be found in make it a type share the type sneak peek the program you guys how a form looks like um the name of the request you desire you wish to include a particular short with a specific i know each business has a specific 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 2nd 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 simply make look i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can add a specific apply for example today whatever is in the planning ideas stage and i need the creative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in highest priority 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 very first group which is very important to know and then it can be called demands or concepts can be found in and then i can simply go ahead take it and move it to a specific group that i believe it matters for in this case it needs 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 on 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 just compose yes so i can get feedback while you guys are listening yay yes yes awesome awesome incredible i’m glad you guys are listening and understand everything great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them as well and now i’ll simply offer like a quick introduction this is the person column as you guys understand we have our seven core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are right every column that you produce can be nearly every column you develop can be in a type view and individuals can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a top priority one we named it concern but it’s basically a ranking column um we have actually a. Monday Com And Docusign
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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 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 show you people 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 particular job i’m dealing with i can just link them with tags and after that i can cross board search it to what it matters for so i find that incredibly cool and i love i like the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not sure if you people 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 undo this so i could show you guys remove deadline mode generally what i want to do i want to set as due date i want to take the status column however i might take any status column i have for example the. Monday Com And Docusign