This article is focused on answering Monday Com Sso …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 show you 3 particular on boards which are use cases for banner and landing page demands consider it more like creative demands from designers content so on and so forth copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to show you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you people that also and lastly i’m going to reveal you dashboards um so let’s start in a minute i just want to bring up the um thing that i wished to show you men so i have it open and then we’re going to begin awesome alright let’s begin and landing page request i’m assuming
you people i’m simply gon na reveal um discuss the essentials really rapidly however i make sure you men understand that this is a board each one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this between clients or jobs and it really simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief prior to working on an innovative request is utilizing the type so a type basically takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to create and i’ll okay let me show you how to create a form however generally this type is available in here and then the team lead of the creative design group or any other team can designate a particular designer to deal with it so let me reveal you people how to include a type and develop if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you guys check the view area due to the fact that it’s just another way to show um all your products 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 person column of course however other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can submit this file if you wish to require it you can always do a checkbox and after that they can’t submit the kind without filling this details in so you can actually simply create any column with anything that you people need when an imaginative request can be found in make it a kind share the type sneak peek the program you men how a kind looks like um the name of the demand you desire you wish to include a specific brief with a particular i understand each company has a particular 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 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 just make look i’ll just show you people let’s fill it in and you can see um webinar request test i can include a specific declare example right now whatever remains in the preparation ideas stage and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest priority i want to submit it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is important to know and then it can be called requests or concepts 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 outline your workflow simply 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 just write yes so i can get feedback while you guys are listening yay yes yes amazing awesome remarkable i’m glad you guys are listening and understand whatever terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them also and now i’ll simply give like a short overview this is the person column as you men 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 also on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one form can occupy a number of columns on one board yes dell you are proper every column that you produce can be nearly every column you produce can be in a kind view and individuals can fill it out and it is available in as an item on the board fantastic so this is our column center what we utilize here is a top priority one we called it top priority but it’s essentially a ranking column um we have actually a. Monday Com Sso
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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 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 after that if i have a specific project i’m working on i can merely connect them with tags and after that i can cross board search it to what it matters for so i discover that super cool and i love i enjoy the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m uncertain if you people know what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i could show you men get rid of due date mode basically what i wish to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Monday Com Sso