This article is focused on answering Monday.Com Customers …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests think of it more like creative demands from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um stability 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 be able to integrate with facebook for facebook ads so i’ll show you guys that also and lastly i’m going to reveal you control panels um so let’s begin in a minute i just want to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to start amazing okay let’s begin and landing page demand i’m presuming
you men i’m simply gon na reveal um discuss the basics really quickly but i make sure you people understand that this is a board every one of these are called a group and each row is called an item today we’re going to review integrations 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 between projects or clients and it really simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief prior to working on a creative request is using the type so a type basically takes all your columns and makes it a link that other people 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 produce and i’ll fine let me show you how to create a kind however essentially this kind comes in here and then the team lead of the imaginative style group or any other team can assign a certain designer to work on it so let me reveal you guys how to include a kind and produce if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you guys check the view section because it’s just another way to show um all your items 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 type view and like i stated it takes particular columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t send the kind without filling this info in so you can actually simply produce any column with anything that you men require when a creative request is available in make it a type share the type preview the program you men how a form appears like um the name of the request you desire you wish to add a particular brief with a certain i know each company has a specific structure that
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they use um when do you need it by the top priority and so on etc um you can take this link after put one second let me click on the type 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 just show you men let’s fill it in and you can see um webinar request test i can include a specific declare example today everything remains in the planning concepts phase and i require the imaginative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest top priority i want to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s constantly going to come into the very first group which is necessary to understand and after that it can be called requests or concepts coming in and after that i can just go ahead take it and move it to a specific group that i believe it’s relevant 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 board or another group depending on how you describe your workflow simply to make certain 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 simply write yes so i can get feedback while you guys are listening yay yes yes awesome amazing amazing i’m glad you men are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them as well today i’ll simply offer like a short summary this is the person column as you people understand we have our seven 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 also 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 correct every column that you produce can be practically every column you develop can be in a form 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 concern one we called it priority but it’s generally a ranking column um we have actually a. Monday.Com Customers
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file column and we have a tags column what i like about the tag column is if i click on 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 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 particularly i can see that it’s another board and after that if i have a specific project i’m working on i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i find that extremely cool and i love i enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m unsure if you people know what this is however this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i might reveal you people remove deadline mode essentially what i want to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Monday.Com Customers