Monday Com Integromat 2022

This article is focused on answering Monday Com Integromat …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 show you three particular on boards which are usage cases for banner and landing page demands think of it more like imaginative demands 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 review marketing project tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that as well and last but not least i’m going to show you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you people so i have it open and after that we’re going to start amazing alright let’s start and landing page demand i’m presuming

 

you people i’m just gon na show um speak about the basics really rapidly however i’m sure you guys understand 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 go over integrations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this between clients or tasks and it actually just depends upon 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 quick prior to working on an imaginative request is using the type so a type essentially 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 looking for the size of uh the banner that they want the designer to develop and i’ll fine let me reveal you how to create a type but essentially this kind comes in here and after that the team lead of the imaginative style group or any other team can assign a certain designer to work on it so let me show you guys how to include a kind and develop if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you people check the view section since it’s just another method to reveal um all your products simply 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 kind view and like i said it takes specific columns not the person column obviously however other columns that you can conceal or make um viewable for the individual that is going to be given the type they can publish this file if you want to need it you can constantly do a checkbox and then they can’t send the type without filling this info in so you can actually just produce any column with anything that you guys require when a creative demand comes in make it a type share the type preview the show you people how a kind appears like um the name of the request you desire you wish to add a certain quick 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 concern and so on etc um you can take this link after put one 2nd let me click 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 just make look i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a specific apply for example today everything is in the planning concepts phase and i require the imaginative 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 can be found in on the board webinar demand test so it’s constantly going to enter into the very first group which is very important to understand and then it can be called requests or concepts being available in and then i can just go on 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 may so i’m going to keep it in this group i can move it to another group or another board depending on how you outline your workflow just to ensure you men are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes awesome incredible amazing i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them too today i’ll simply give like a short overview this is the person column as you men know 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 product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming 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 develop can be in a form 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 concern one we called it top priority but it’s basically a score column um we have actually a. Monday Com Integromat

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file column and we have a tags column what i enjoy 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 browse 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 then if i have a certain project i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i find that extremely cool and i love i like the tech college let me just leave here [Music] fine um [Music] and yeah and i’m uncertain if you guys know what this is however 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 could show you people get rid of due date mode basically what i wish to do i wish to set as due date i wish to take the status column but i could take any status column i have for example the. Monday Com Integromat