This article is focused on answering Monday Com Integration With Salesforce …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page demands think about it more like creative requests from designers content so on etc 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 wish to show you an in email marketing um integrity that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate 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 simply want to bring up the um thing that i wished to show you guys so i have it open and then we’re going to start awesome alright let’s start and landing page request i’m presuming
you guys i’m just gon na reveal um talk about the fundamentals really rapidly however i make certain you people know that this is a board each one of these are called a group and each row is called a product today we’re going to discuss combinations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this between customers or projects and it actually simply depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a brief before working on a creative request is using the type so a form basically takes all your columns and makes it a link that other people can submit which they can submit 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 all right let me reveal you how to produce a type however generally this form is available in here and then the group lead of the imaginative design group or any other group can assign a specific designer to work on it so let me reveal you people how to add a kind and produce if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you guys check the view area because it’s simply another way to show um all your products just see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the kind view and like i stated it takes particular columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can publish this file if you want to require it you can constantly do a checkbox and after that they can’t send the form without filling this information in so you can truly simply produce any column with anything that you guys require when an innovative request is available in make it a type share the type sneak peek the show you people how a type looks like um the name of the demand you desire you want to include a particular short with a particular i know each business has a particular structure that
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they utilize um when do you need it by the 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 just make appearance i’ll simply show you people let’s fill it in and you can see um webinar request test i can include a certain file for example today whatever is in the planning ideas stage and i require the creative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in highest concern i want to send it and let me reveal you men how it can be found in on the board webinar request test so it’s constantly going to come into the very first group which is essential to know and after that it can be called ideas or requests coming 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 needs to be done by might so i’m going to keep it in this group i can move it to another group or another board depending upon how you describe your workflow just to make certain you guys 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 just compose yes so i can get feedback while you guys are listening yay yes yes amazing remarkable amazing i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them too and now i’ll simply provide like a quick overview this is the person column as you men understand we have our 7 core columns here and then 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 quickly um dale you just ask presuming one type can populate several columns on one board yes dell you are proper every column that you create can be nearly every column you develop can be in a type view and individuals can fill it out and it is available in as an item on the board great so this is our column center what we utilize here is a top priority one we named it top priority however it’s basically a rating column um we have a. Monday Com Integration With Salesforce
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file column and we have a tags column what i love 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 specifically i can see that it’s another board and then if i have a particular job i’m working on i can just connect them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i like the tech college let me just leave here [Music] okay um [Music] and yeah and i’m uncertain 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 reverse this so i could reveal you people get rid of deadline mode essentially what i wish to do i wish to set as deadline i want to take the status column however i could take any status column i have for example the. Monday Com Integration With Salesforce