This article is focused on answering Monday Com Helpdesk …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 reveal you 3 specific on boards which are use cases for banner and landing page requests think of it more like creative requests from designers content so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to show you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you men 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 show you people so i have it open and then we’re going to start incredible alright let’s start and landing page demand i’m assuming
you people i’m just gon na show um discuss the essentials actually rapidly but i make sure you people know that this is a board every 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 enjoyable things so the method i divided my board here is in between months but you can do this in between customers or projects and it truly simply depends upon 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 quick prior to dealing with a creative request is using the kind so a type generally takes all your columns and makes it a link that other individuals can complete 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 want the designer to produce and i’ll okay let me show you how to develop a kind but generally this form can be found in here and after that the group lead of the creative style team or any other group can designate a certain designer to work on it so let me reveal you guys how to produce and include a type if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people check the view section since it’s just another way to show um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the type view and like i stated it takes specific columns not the individual column naturally but other columns that you can hide or make um viewable for the person that is going to be provided the type they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t send the type without filling this information in so you can actually simply create any column with anything that you people need when a creative demand comes in make it a kind share the type sneak peek the show you guys how a type appears like um the name of the request you desire you want to add a particular short with a particular i understand each business has a specific 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 form i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make appearance i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can add a certain file for example today everything remains in the planning concepts phase and i require the imaginative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in highest priority i wish to send it and let me show you guys how it comes in on the board webinar demand test so it’s constantly going to enter the first group which is important to understand and then it can be called requests or ideas can be found in and then 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 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 outline 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 comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes incredible awesome remarkable i’m glad you people are listening and comprehend whatever great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them also but now i’ll just offer like a short summary this is the person column as you people 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 also on the item itself and also as a view we’ll get to that um quickly um dale you just ask assuming one form can populate numerous columns on one board yes dell you are right every column that you produce can be practically every column you produce can be in a form 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 use here is a top priority one we named it priority but it’s basically a rating column um we have a. Monday Com Helpdesk
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Monday Com Helpdesk