Monday Com Client Portal 2022

This article is focused on answering Monday Com Client Portal …I’m a customer success supervisor 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 think about it more like creative demands from designers content so on etc copywriters um a social media planning and style 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 sneak 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 show you men that also and last but not least 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 wanted to show you guys so i have it open and after that we’re going to begin remarkable all right let’s begin and landing page request i’m assuming

 

you guys i’m just gon na show um talk about the basics truly rapidly however i make sure you people know 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 discuss integrations 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 in between clients or jobs and it truly simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a short before dealing with a creative demand is using the kind so a kind generally 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 looking for the size of uh the banner that they desire the designer to produce and i’ll fine let me show you how to develop a form but basically this form comes in here and after that the team lead of the innovative style group or any other group can assign a certain designer to deal with it so let me show you guys how to include a type and create if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you men examine the view section 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 way to see um specific things on your board so close the type view and like i stated it takes certain columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be offered the form they can submit this file if you want to require it you can constantly do a checkbox and then they can’t submit the type without filling this information in so you can truly simply produce any column with anything that you people require when an innovative demand comes in make it a type share the kind preview the program you people how a type appears like um the name of the demand you want you want to include a specific quick with a specific i know each business has a particular structure that

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they utilize um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll simply show you men let’s fill it in and you can see um webinar request test i can add a certain apply for example right now everything is in the planning concepts stage and i require 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 top priority i wish to submit it and let me reveal you men how it is available in on the board webinar request test so it’s constantly going to enter the first group which is necessary to know and after that it can be called ideas or requests being available in and after that i can simply go ahead take it and move it to a certain 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 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 compose yes so i can get feedback while you men are listening yay yes yes awesome remarkable awesome i’m glad you people are listening and understand whatever excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them too but now i’ll simply give like a brief introduction this is the person column as you men understand we have our seven 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 also as a view we’ll get to that um soon um dale you just ask presuming one type can occupy several columns on one board yes dell you are proper every column that you develop can be practically every column you produce can be in a kind view and individuals can fill it out and it is available in as a product on the board terrific so this is our column center what we utilize here is a priority one we named it priority however it’s basically a ranking column um we have a. Monday Com Client Portal

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Monday Com Client Portal