This article is focused on answering Monday Com And Salesforce Integration …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page demands think about it more like innovative demands from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you people that as well and finally i’m going to show you control panels um so let’s start in a minute i simply want to pull up the um thing that i wished to show you people so i have it open and after that we’re going to begin incredible fine let’s begin and landing page request i’m assuming
you guys i’m simply gon na show um talk about the essentials actually quickly however i’m sure you men know 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 combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this between clients or projects and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a short before dealing with an imaginative request is utilizing the form so a kind essentially takes all your columns and makes it a link that other people can complete which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to create and i’ll all right let me show you how to create a form however basically this form can be found in here and then the team lead of the creative style group or any other team can assign a certain designer to deal with it so let me reveal you men how to add a form and produce if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you men examine the view area since it’s just another way to show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the form view and like i said it takes specific columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be provided the type they can publish this file if you want to require it you can constantly do a checkbox and after that they can’t submit the type without filling this information in so you can truly simply develop any column with anything that you people need when an innovative request is available in make it a type share the form sneak peek the show you men how a form appears like um the name of the request you desire you want to add a specific brief with a specific i know each company has a specific structure that
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they utilize um when do you require it by the top priority and so on and so forth 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 appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can include a particular declare example today whatever remains in the preparation ideas stage and i need the creative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest priority i want to send it and let me show you men how it is available in on the board webinar demand test so it’s constantly going to come into the very first group which is necessary to know and after that it can be called concepts or demands can be found in and then i can just proceed take it and move it to a particular group that i think 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 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 form and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes incredible incredible awesome i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them also now i’ll simply provide like a short summary this is the person column as you men understand we have our 7 core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one type can populate numerous columns on one board yes dell you are correct every column that you produce can be practically every column you develop can be in a form view and people can fill it out and it comes in as an item on the board fantastic so this is our column center what we use here is a concern one we called it concern however it’s essentially a rating column um we have actually a. Monday Com And Salesforce Integration
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Monday Com And Salesforce Integration