Monday.Com App Integrations 2022

This article is focused on answering Monday.Com App Integrations …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 3 specific on boards which are usage cases for banner and landing page requests think about it more like creative demands from designers content 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 go over marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you guys that also and lastly i’m going to reveal you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you guys so i have it open and then we’re going to begin awesome fine let’s start and landing page request i’m assuming

 

you people i’m just gon na show um discuss the basics actually quickly but i make sure you men understand that this is a board every one of these are called a group and each row is called a product today we’re going to review integrations automations views and a lot more fun things so the method i divided my board here is between months however you can do this between jobs or customers and it really just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a short prior to dealing with an imaginative request is utilizing the form so a form basically takes all your columns and makes it a link that other people can complete 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 desire the designer to develop and i’ll all right let me show you how to develop a kind however essentially this type comes in here and then the group lead of the creative style team or any other group can designate a specific designer to deal with it so let me reveal you men how to develop and add a form if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you people check the view section due to the fact that it’s simply another way to reveal 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 form view and like i stated it takes particular columns not the person column of course however other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can submit this file if you want to need 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 create any column with anything that you guys need when a creative demand can be found in make it a form share the form preview the show you guys how a kind appears like um the name of the demand you want you want to include a certain brief with a specific i understand each business has a particular structure that

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they use 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 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 look i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a certain declare example today everything remains in the preparation ideas phase and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest concern i want to submit it and let me show you people how it can be found in on the board webinar request test so it’s always going to come into the first group which is very important to know and then it can be called requests or ideas can be found in and then 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 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 describe your workflow just to make sure 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 simply write yes so i can get feedback while you people are listening yay yes yes remarkable incredible remarkable i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them also and now i’ll simply give like a brief overview this is the person column as you men know we have our 7 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 likewise as a view we’ll get to that um quickly um dale you just ask assuming one type can populate a number of columns on one board yes dell you are correct every column that you develop can be almost every column you develop 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 named it top priority however it’s generally a score column um we have actually a. Monday.Com App Integrations

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file column and we have a tags column what i like about the tag column is if i click 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 people 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 specific job i’m working on i can simply connect them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i enjoy the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not sure if you guys know 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 show you people get rid of due date mode essentially what i wish to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. Monday.Com App Integrations