This article is focused on answering Monday Com Crm Integration …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 reveal you 3 particular on boards which are use cases for banner and landing page demands consider it more like innovative demands from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you men that also and last but not least i’m going to show you control panels um so let’s start in a minute i just wish to bring up the um thing that i wished to reveal you people so i have it open and after that we’re going to start amazing all right let’s start and landing page request i’m assuming
you guys i’m simply gon na reveal um discuss the fundamentals actually quickly however i make sure you men understand 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 review integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this between tasks or customers and it truly 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 innovative request is using the form so a kind basically takes all your columns and makes it a link that other individuals can submit 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 fine let me reveal you how to create a form however essentially this type can be found in here and then the group lead of the innovative style team or any other team can assign a particular designer to work on it so let me reveal you people how to create and add a kind 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 men examine the view area due to the fact that it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method 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 of course but other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can publish this file if you want to need it you can always do a checkbox and then they can’t submit the kind without filling this info in so you can actually simply produce any column with anything that you guys require when an imaginative request is available in make it a form share the kind preview the show you guys how a type looks like um the name of the request you desire you want to include a certain brief with a particular i understand each company has a certain structure that
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they use 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 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 appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can include a particular file for example today whatever is in the preparation concepts phase and i require the creative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in greatest priority i wish to send it and let me reveal you people how it is available in on the board webinar request test so it’s always going to come into the first group which is important to know and then it can be called demands or concepts can be found in and after that i can just proceed take it and move it to a particular group that i believe it matters for in this case it needs to be done by may 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 simply 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 write yes so i can get feedback while you guys are listening yay yes yes amazing incredible amazing i’m glad you men are listening and understand whatever great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them too now i’ll simply offer like a quick summary this is the individual column as you men understand we have our 7 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 likewise on the product itself and also 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 appropriate every column that you develop can be nearly every column you create can be in a form view and individuals can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a concern one we called it concern however it’s basically a rating column um we have actually a. Monday Com Crm Integration
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Monday Com Crm Integration