Monday Vs Hubspot 2022

This article is focused on answering Monday Vs Hubspot …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 3 particular on boards which are use cases for banner and landing page requests consider it more like innovative demands from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you men that as well and last but not least i’m going to show you control panels um so let’s begin in a minute i just want to bring up the um thing that i wished to show you people so i have it open and then we’re going to begin remarkable all right let’s begin and landing page request i’m presuming

 

you guys i’m simply gon na reveal um speak about the essentials truly rapidly but i make sure you men know 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 in between months however you can do this in between tasks or clients and it really just depends on your workflow and the way we did it here to you can do it any way you want but a cool method to get a brief prior to dealing with a creative request is utilizing the form so a kind generally takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll alright let me show you how to create a kind but basically this kind comes in here and after that the group lead of the creative style team or any other group can designate a certain designer to deal with it so let me show you men how to develop and add a type if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you people examine the view area since it’s just another method to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the kind view and like i said it takes specific columns not the person column naturally however other columns that you can hide or make um viewable for the person that is going to be given the type they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t send the kind without filling this information in so you can really simply create any column with anything that you guys need when an imaginative demand can be found in make it a kind share the form sneak peek the show you people how a kind appears like um the name of the demand you desire you want to add a certain short with a particular i understand each company has a certain structure that

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they utilize um when do you need it by the top 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 just make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can add a certain apply for example today whatever remains in the planning ideas phase and i require 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 highest priority i wish to submit it and let me show you people how it can be found in on the board webinar request test so it’s always going to come into the first group which is necessary to know and after that it can be called ideas or demands can be found in and then i can simply proceed take it and move it to a specific group that i think it matters for in this case it requires 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 describe your workflow simply to ensure 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 incredible i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them too now i’ll simply provide like a short overview this is the person 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one kind can occupy numerous columns on one board yes dell you are right every column that you develop can be almost every column you create can be in a kind view and people can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a concern one we named it concern but it’s basically a rating column um we have actually a. Monday Vs Hubspot

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file column and we have a tags column what i like about the tag column is if i click 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 specific project i’m dealing with i can simply link them with tags and then i can cross board search it to what it matters for so i discover that extremely cool and i love i enjoy the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m unsure if you guys know what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i might show you people eliminate due date mode essentially what i wish to do i want to set as due date i want to take the status column however i might take any status column i have for example the. Monday Vs Hubspot