This article is focused on answering Monday.Com Forms …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 specific on boards which are usage cases for banner and landing page demands think of it more like innovative requests from designers content so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i want to show you a slip 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 finally i’m going to reveal you dashboards um so let’s start in a minute i just want to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to begin awesome okay let’s start and landing page request i’m presuming
you men i’m just gon na show um speak about the essentials actually quickly but i make sure you men understand 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 review integrations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this in between projects or customers and it actually just depends on your workflow and the method 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 demand is utilizing the kind so a form basically takes all your columns and makes it a link that other people can fill out which they can publish files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to develop and i’ll alright let me show you how to create a kind however basically this kind comes in here and then the group lead of the innovative style team or any other team can assign a certain designer to work on it so let me reveal you men how to include a type and develop if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you people inspect the view section because it’s just another way to reveal 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 certain columns not the individual column obviously 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 wish to require it you can always do a checkbox and after that they can’t send the kind without filling this details in so you can truly simply create any column with anything that you guys need when an imaginative demand can be found in make it a type share the form preview the program you people how a type appears like um the name of the request you want you wish to add a specific quick with a certain i know each business 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 kind 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 reveal you men let’s fill it in and you can see um webinar demand test i can include a certain apply for example today everything remains in the planning concepts stage and i require the creative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in highest priority 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 first group which is very important to understand and after that it can be called concepts or requests coming in and then i can just go ahead 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 on how you detail your workflow simply to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes incredible remarkable awesome i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll go over them as well but now i’ll just provide like a brief overview this is the person column as you people know we have our seven 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 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 develop can be in a kind view and individuals can fill it out and it comes in as a product on the board terrific so this is our column center what we use here is a top priority one we called it top priority however it’s generally a rating column um we have a. Monday.Com Forms
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file column and we have a tags column what i love 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 browse facebook it’s going to do a cross board search let me show you people how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain job i’m working on i can just link them with tags and then 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 just leave here [Music] all right um [Music] and yeah and i’m unsure if you people understand 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 reverse this so i might reveal you guys remove deadline mode essentially what i wish to do i want to set as due date i want to take the status column however i might take any status column i have for example the. Monday.Com Forms