This article is focused on answering Monday Com Outlook Integration …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 use cases for banner and landing page requests consider it more like creative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that too and lastly i’m going to show you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start incredible fine let’s begin and landing page demand i’m presuming
you guys i’m simply gon na reveal um speak about the fundamentals actually quickly but i make 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 discuss integrations automations views and a lot more fun stuff so the method i divided my board here is in between months however you can do this in between projects or clients and it actually simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a quick prior to dealing with a creative demand is using the type so a form essentially 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 searching for the size of uh the banner that they desire the designer to produce and i’ll all right let me show you how to develop a form but generally this kind is available in here and after that the group lead of the creative design group or any other group can appoint a particular designer to work on it so let me reveal you men how to include a form and produce 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 advise you men 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 way to see um certain things on your board so close the form view and like i said it takes specific columns not the person column of course but other columns that you can conceal or make um viewable for the person that is going to be given the form they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can really just create any column with anything that you guys require when an innovative demand can be found in make it a form share the form sneak peek the program you people how a form looks like um the name of the request you want you wish to add a particular 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 priority and so on and so forth um you can take this link after put one second let me click on 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 simply show you guys let’s fill it in and you can see um webinar request test i can include a specific apply for example right now everything is in the preparation ideas phase and i need the imaginative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in greatest concern i wish to send it and let me reveal you guys how it can be found in on the board webinar demand test so it’s constantly going to enter the first group which is very important to know and after that it can be called concepts or requests being available in and then i can simply proceed take it and move it to a certain group that i think it’s relevant for in this case it requires to be done by might so i’m going to keep it in this group i can move it to another board or another group depending upon how you describe your workflow just to ensure you guys are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes incredible incredible amazing i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them too today i’ll just offer like a short summary this is the individual column as you guys understand we have our 7 core columns here and after that 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 product itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one kind can populate a number of columns on one board yes dell you are right every column that you develop can be practically every column you create can be in a form view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a concern one we called it top priority but it’s essentially a rating column um we have a. Monday Com Outlook Integration
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Monday Com Outlook Integration