This article is focused on answering Monday Com Crm Pricing …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three specific on boards which are usage cases for banner and landing page demands think about it more like creative demands from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a slip a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you people that too and lastly i’m going to reveal you control panels um so let’s start in a minute i just wish to pull up the um thing that i wanted to show you people so i have it open and then we’re going to begin amazing all right let’s begin and landing page request i’m assuming
you guys i’m just gon na reveal um talk about the fundamentals really quickly however i make sure you men know that this is a board each one of these are called each row and a group is called a product today we’re going to go over combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this in between projects or customers and it really simply depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a brief before working on a creative demand is using the kind so a kind basically takes all your columns and makes it a link that other people can submit 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 want the designer to create and i’ll alright let me reveal you how to produce a type however generally this kind is available in here and after that the group lead of the innovative design team or any other team can assign a certain designer to deal with it so let me reveal you men how to include a kind and produce if anything is too quick or something is not clear please compose 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 desire a file view another method to see um specific things on your board so close the kind view and like i stated it takes particular columns not the individual column of course however other columns that you can hide or make um viewable for the individual that is going to be given the kind they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t send the form without filling this info in so you can truly just produce any column with anything that you guys require when a creative request comes in make it a type share the type sneak peek the show you people how a kind appears like um the name of the request you want you want to add a certain short with a certain i understand each business has a specific structure that
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they utilize um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click on the type 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 request test i can include a specific declare example today whatever is in the planning concepts phase and i require the creative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest priority i want to send it and let me show you men how it comes in on the board webinar demand test so it’s always going to enter into the very first group which is essential to understand and after that it can be called concepts or demands coming in and then i can just go on take it and move it to a specific group that i believe it’s relevant for in this case it requires to be done by may so i’m going to keep it in this group i can move it to another group or another board depending upon how you outline 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 compose yes so i can get feedback while you guys are listening yay yes yes amazing amazing remarkable i’m glad you people are listening and understand whatever excellent um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them too today i’ll simply offer like a quick overview this is the person column as you men know we have our seven core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can populate numerous columns on one board yes dell you are appropriate every column that you develop can be practically every column you develop can be in a form view and individuals can fill it out and it can be found 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 but it’s basically a score column um we have actually a. Monday Com Crm Pricing
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file column and we have a tags column what i enjoy 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 men 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 certain task i’m dealing with i can merely link 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 love the tech college let me just leave here [Music] all right um [Music] and yeah and i’m uncertain if you men know what this is but this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i might reveal you men get rid of due date mode generally what i wish to do i wish to set as due date i want to take the status column but i could take any status column i have for example the. Monday Com Crm Pricing