This article is focused on answering Monday Com Forum …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page requests think of it more like imaginative requests from designers content so on and so forth copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to show 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 have the ability to incorporate with facebook for facebook advertisements so i’ll show you guys that as well and finally i’m going to reveal you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wished to show you people so i have it open and then we’re going to begin awesome alright let’s start and landing page demand i’m assuming
you people i’m just gon na show um talk about the basics truly quickly however i’m sure you men understand 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 discuss integrations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this in between tasks or clients and it actually just 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 short prior to working on a creative request is using the kind so a form generally takes all your columns and makes it a link that other people can complete 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 produce and i’ll alright let me reveal you how to create a type but basically this form comes in here and after that the group lead of the imaginative design group or any other team can designate a specific designer to work on it so let me reveal you guys 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 attempt clarify so i can go here add view i suggest you men examine the view section due to the fact that 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 particular things on your board so close the form view and like i stated it takes specific columns not the person column naturally however other columns that you can hide or make um viewable for the individual that is going to be provided the type they can submit this file if you want to need it you can always do a checkbox and then they can’t send the type without filling this information in so you can really simply produce any column with anything that you guys require when an innovative request can be found in make it a kind share the form sneak peek the program you people how a form appears like um the name of the request you want you wish to include a certain short with a specific i know each business has a specific structure that
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they utilize 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 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 appearance i’ll just show you men let’s fill it in and you can see um webinar request test i can add a certain declare example right now whatever is in the planning concepts phase and i require the imaginative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest concern i want to submit it and let me show you people how it comes in on the board webinar demand test so it’s always going to come into the very first group which is necessary to understand and after that it can be called ideas or demands being available in and then i can simply 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 detail 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 understood the kind and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes remarkable remarkable remarkable i’m glad you guys are listening and understand everything great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them too now i’ll simply give like a brief summary this is the individual column as you men know we have our seven core columns here and then 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 product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one type can populate a number of 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 comes in as an item on the board great 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 score column um we have a. Monday Com Forum
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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 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 people 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 particular task i’m dealing with i can simply link them with tags and after that 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 just leave here [Music] okay um [Music] and yeah and i’m unsure if you men know what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i might show you men get rid of due date mode generally what i want to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. Monday Com Forum