Monday Forum 2022

This article is focused on answering Monday Forum …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 3 specific on boards which are use cases for banner and landing page requests think about it more like creative requests from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i want to show you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that too and finally i’m going to show you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wanted to show you people so i have it open and then we’re going to start awesome all right let’s begin and landing page demand i’m assuming

 

you men i’m simply gon na show um speak about the basics actually rapidly but i’m sure you people understand 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 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 between projects or clients 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 method to get a brief before dealing with an innovative request is utilizing the type so a kind generally 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 trying to find the size of uh the banner that they want the designer to develop and i’ll fine let me show you how to develop a kind but basically this type is available in here and then the team lead of the imaginative design team or any other group can assign a certain designer to work on it so let me show you guys how to create and include a type if anything is too fast or something is not clear 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 simply 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 specific things on your board so close the type view and like i stated it takes particular 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 publish this file if you want to need it you can always do a checkbox and then they can’t send the form without filling this info in so you can truly just develop any column with anything that you people require when an innovative request comes in make it a form share the kind sneak peek the program you people how a kind looks like um the name of the request you desire you wish to include a particular quick with a certain i understand each business has a specific structure that

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they use um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click the form i can share it i can get this link or embed it in a website 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 demand test i can add a particular declare example right now whatever is in the preparation concepts phase and i need the imaginative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest top priority i want to send it and let me show you guys 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 understand and then it can be called concepts or demands can be found in and after that i can simply go ahead 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 board or another group depending upon how you outline your workflow just to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes incredible incredible amazing i’m glad you men are listening and understand everything 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 as well and now i’ll simply give like a short overview this is the person column as you men understand we have our 7 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 item itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one type can populate numerous columns on one board yes dell you are right every column that you develop can be nearly every column you create can be in a kind view and individuals can fill it out and it comes 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 priority but it’s basically a score column um we have actually a. Monday Forum

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Monday Forum