This article is focused on answering Monday.Com Crm Review …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page demands think about it more like creative requests from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you people that also and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin amazing okay let’s start and landing page request i’m assuming
you men i’m simply gon na reveal um talk about the basics truly quickly but i’m sure you guys 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 go over integrations 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 jobs and it truly simply depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief before working on a creative demand is using the type so a form basically takes all your columns and makes it a link that other people can fill out which they can upload 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 okay let me show you how to produce a type but essentially this type can be found in here and after that the team lead of the creative style team or any other group can designate a specific designer to work on it so let me show you people how to include a form and create if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you men inspect the view section due to the fact that it’s just another method to show 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 said it takes certain columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be provided the form they can publish this file if you wish to require it you can constantly do a checkbox and after that they can’t send the kind without filling this details in so you can truly just create any column with anything that you people need when an imaginative request is available in make it a kind share the type sneak peek the show you people how a type looks like um the name of the request you desire you want to add a specific brief with a certain i know each company has a specific structure that
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they utilize um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd 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 just make look i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can include a particular file for example right now whatever remains in the preparation ideas stage and i need the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in highest top priority i wish to send it and let me reveal you men how it comes in on the board webinar request test so it’s constantly going to enter the first group which is very important to know and after that it can be called concepts or demands can be found in and after that i can simply go ahead take it and move it to a certain group that i believe it’s relevant 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 ensure you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes remarkable incredible amazing i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them too today i’ll simply offer like a short introduction this is the person column as you men understand 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 product itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one kind can populate a number of columns on one board yes dell you are right every column that you create can be practically every column you produce can be in a type view and individuals can fill it out and it is available in as an item on the board fantastic so this is our column center what we utilize here is a priority one we called it concern however it’s essentially a score column um we have a. Monday.Com Crm Review
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file column and we have a tags column what i like about the tag column is if i click this today it’s going to do a cross board search about every board i have on my um account and it’s going to browse facebook it’s going to do a cross board search let me reveal you guys 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 particular project 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 find that incredibly cool and i love i love the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you people understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i might show you men get rid of deadline mode generally what i wish to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Monday.Com Crm Review