This article is focused on answering Monday.Com Email Form …I’m a customer success manager 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 usage cases for banner and landing page demands think of it more like innovative demands from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you men that too and last but not least i’m going to show you control panels um so let’s begin in a minute i simply wish 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 begin remarkable all right let’s begin and landing page request i’m assuming
you guys i’m simply gon na show um discuss the basics truly rapidly but i make certain you men understand that this is a board each one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this in between projects or customers and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief prior to working on a creative request is utilizing 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 trying to find the size of uh the banner that they want the designer to develop and i’ll alright let me reveal you how to produce a form but generally this kind can be found in here and then the team lead of the innovative style group or any other group can assign a specific designer to deal with it so let me reveal you men how to add a type and develop if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you people examine the view section because it’s simply another method to reveal um all your items 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 type view and like i said it takes certain columns not the person column obviously but other columns that you can hide or make um viewable for the individual that is going to be offered the form they can publish this file if you wish to require it you can always do a checkbox and after that they can’t send the form without filling this information in so you can actually simply produce any column with anything that you people require when an imaginative request can be found in make it a type share the form preview the show you guys how a form looks like um the name of the demand you desire you wish to include a particular short with a particular i know each company has a particular structure that
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they utilize um when do you require it by the 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 simply reveal you men let’s fill it in and you can see um webinar demand test i can include a particular file for example right now whatever remains in the preparation ideas phase and i require the innovative 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 concern i wish to submit it and let me show you guys how it is available in on the board webinar demand test so it’s always going to come into the very first group which is important to understand and then it can be called requests or concepts can be found in and after that i can just go ahead take it and move it to a specific group that i think 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 upon how you describe your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes amazing awesome awesome i’m glad you people are listening and understand everything great um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them too now i’ll simply give like a quick summary this is the person column as you people 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 likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one type can occupy numerous columns on one board yes dell you are appropriate every column that you produce can be almost every column you produce can be in a type view and individuals can fill it out and it is available in as a product on the board excellent so this is our column center what we utilize here is a top priority one we called it concern but it’s essentially a ranking column um we have a. Monday.Com Email Form
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file column and we have a tags column what i like 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 show you guys 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 certain job i’m dealing with 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 enjoy the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not exactly sure if you people know what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i might show you people eliminate deadline mode generally what i wish to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. Monday.Com Email Form