This article is focused on answering Monday Com Sales Crm …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page requests think of it more like creative requests from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you people that as well and finally i’m going to reveal you control panels um so let’s begin in a minute i simply 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 start amazing fine let’s start and landing page request i’m assuming
you guys i’m just gon na show um talk about the basics actually rapidly but i make certain 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 combinations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this between tasks or customers and it really just depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a quick prior to dealing with a creative demand is utilizing the kind so a kind essentially takes all your columns and makes it a link that other individuals can submit which they can upload 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 type however essentially this type is available in here and then the group lead of the imaginative style team or any other team can appoint a certain designer to deal with it so let me reveal you guys 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 attempt clarify so i can go here add view i recommend you people check the view area due to the fact that it’s just another method 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 specific things on your board so close the type view and like i said it takes specific columns not the individual column naturally but other columns that you can hide or make um viewable for the individual that is going to be provided the type they can upload this file if you want to require it you can always do a checkbox and after that they can’t send the type without filling this information in so you can actually simply develop any column with anything that you men require when a creative request is available in make it a type share the form preview the show you people how a kind appears like um the name of the demand you want you wish to include a particular quick with a certain i know each company has a certain structure that
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they use um when do you need it by the priority and so on etc um you can take this link after put one 2nd let me click on the type 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 just reveal you people let’s fill it in and you can see um webinar demand test i can add a certain declare example today whatever is in the preparation concepts stage and i need the innovative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in highest concern i wish to submit it and let me reveal you men how it comes in on the board webinar request test so it’s always going to come into the first group which is very important to know and after that it can be called demands or ideas being available in and then i can just proceed take it and move it to a specific group that i believe it matters 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 describe 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 understood the form and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes remarkable incredible remarkable i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them also and now i’ll just give like a short introduction this is the individual column as you guys understand we have our seven core columns here and after that we have more fascinating 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 soon um dale you simply ask assuming one form 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 produce can be in a type view and individuals can fill it out and it can be found 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 concern however it’s generally a rating column um we have a. Monday Com Sales Crm
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file column and we have a tags column what i like 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 browse 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 particularly i can see that it’s another board and then if i have a particular job i’m working on i can merely link them with tags and then i can cross board search it to what it’s relevant for so i discover 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 not sure if you people understand what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i might show you guys eliminate deadline mode generally what i wish to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday Com Sales Crm