This article is focused on answering Monday.Com Reporting …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 three specific on boards which are usage cases for banner and landing page demands consider it more like creative requests from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you guys that too and finally i’m going to show you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to show you guys so i have it open and then we’re going to start amazing alright let’s begin and landing page demand i’m presuming
you guys i’m just gon na reveal um speak about the essentials actually quickly however i’m sure you guys 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 go over combinations automations views and a lot more fun things so the method i divided my board here is between months however you can do this in between tasks or customers and it actually just depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a brief prior to working on a creative demand is utilizing the form so a form essentially takes all your columns and makes it a link that other individuals can fill out 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 produce and i’ll okay let me show you how to develop a kind but generally this type is available in here and after that the group lead of the innovative style group or any other team can appoint a specific designer to work on it so let me show you men how to include a type and create 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 include view i recommend you guys check the view section because it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i stated it takes specific columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be offered the form they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the kind without filling this details in so you can really just develop any column with anything that you people need when an imaginative request is available in make it a kind share the form sneak peek the show you guys how a type looks like um the name of the request you want you wish to add a specific short with a certain i know each business has a certain 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 2nd 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 simply make look i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a specific file for example right now everything remains in the planning concepts stage and i require the innovative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in highest priority i wish to send it and let me show you guys how it is available in on the board webinar demand test so it’s constantly going to enter the very first group which is very important to know and then it can be called requests or concepts being available in and then i can just go ahead take it and move it to a particular group that i believe it matters 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 detail 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 form and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes amazing incredible amazing i’m glad you guys are listening and comprehend everything excellent 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 and now i’ll simply provide like a quick summary this is the person column as you men understand we have our seven core columns here and after that 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 just ask presuming one type can populate numerous columns on one board yes dell you are appropriate every column that you produce can be almost every column you produce can be in a form view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a top priority one we called it top priority however it’s essentially a score column um we have a. Monday.Com Reporting
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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 show 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 job i’m dealing with i can simply connect them with tags and then i can cross board search it to what it matters for so i discover that incredibly cool and i love i enjoy the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not exactly sure if you men know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i might show you guys eliminate deadline mode basically what i wish to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Monday.Com Reporting