This article is focused on answering Monday.Com Quotation …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated 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 consider it more like creative requests from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire 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 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 ads so i’ll show you men that too and lastly i’m going to reveal you control panels um so let’s start in a minute i just wish to pull up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin awesome fine let’s start and landing page request i’m assuming
you men i’m just gon na show um speak about the essentials truly rapidly but i make sure you people understand that this is a board every one of these are called each row and a group is called an item today we’re going to go over integrations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this between tasks or clients and it truly simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool method to get a short prior to dealing with a creative demand is using the kind so a kind essentially 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 looking for the size of uh the banner that they want the designer to produce and i’ll okay let me reveal you how to develop a type but essentially this kind can be found in here and after that the team lead of the imaginative design team or any other team can appoint a specific designer to deal with it so let me show you men how to produce and include a type 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 guys examine 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 want a file view another method to see um particular things on your board so close the type view and like i said it takes specific columns not the person column naturally however other columns that you can conceal or make um viewable for the individual that is going to be given the form they can upload this file if you wish to need it you can always do a checkbox and after that they can’t send the type without filling this info in so you can truly just create any column with anything that you people need when an innovative demand can be found in make it a kind share the form preview the show you people how a type appears like um the name of the demand you desire you wish to add a particular quick with a particular i know each business has a specific structure that
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they utilize um when do you require it by the concern 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 site copy it send it to whoever let’s just make look i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can add a particular apply for example today whatever is in the planning ideas phase and i require the innovative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest concern i want to submit it and let me reveal you men how it is available in on the board webinar request test so it’s constantly going to enter into the very first group which is necessary to know and after that it can be called concepts or requests can be found in and after that i can simply proceed take it and move it to a particular 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 board or another group depending on how you describe 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 type and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes remarkable amazing remarkable i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them as well now i’ll simply provide like a short summary this is the individual column as you guys know 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 likewise on the product itself and also 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 nearly every column you produce can be in a type view and individuals can fill it out and it can be found in as an item on the board fantastic so this is our column center what we use here is a top priority one we called it top priority but it’s basically a ranking column um we have a. Monday.Com Quotation
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file column and we have a tags column what i love about the tag column is if i click 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 then if i have a specific project i’m dealing with i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i like the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m unsure if you people understand what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i might show you men get rid of due date mode generally what i want 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 Quotation