This article is focused on answering How Do Monday Qualifiers Work …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page requests think about it more like creative demands from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you guys that too and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you people 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 guys i’m simply gon na show um speak about the basics truly rapidly however i make certain you guys understand that this is a board every one of these are called a group and each row is called an item today we’re going to go over combinations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this between clients or projects and it truly simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick before dealing with a creative request is using the kind so a type basically takes all your columns and makes it a link that other people can fill out which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll fine let me reveal you how to create a type but essentially this type is available in here and then the group lead of the imaginative style group or any other team can designate a particular designer to deal with it so let me show you men how to create and add a form 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 add view i recommend you men check the view section 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 specific things on your board so close the kind view and like i said 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 offered the form they can upload this file if you wish to require it you can always do a checkbox and then they can’t send the kind without filling this information in so you can actually simply produce any column with anything that you people require when a creative request can be found in make it a form share the form preview the show you guys how a type looks like um the name of the demand you desire you want to add a particular short with a specific i understand each business 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 form 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 just reveal you guys let’s fill it in and you can see um webinar request test i can include a certain declare example today whatever remains in the preparation ideas stage and i require the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest top priority i wish to submit it and let me show you guys how it comes in on the board webinar request test so it’s constantly going to enter the very first group which is important to understand and then it can be called requests or ideas coming in and then i can simply go on take it and move it to a specific group that i think it’s relevant 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 on how you outline your workflow just to make certain you people 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 simply write yes so i can get feedback while you guys are listening yay yes yes awesome awesome amazing i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them too and now i’ll simply give like a short summary this is the person column as you guys understand 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 also as a view we’ll get to that um soon um dale you simply ask assuming one kind can populate numerous columns on one board yes dell you are correct every column that you develop can be almost every column you develop can be in a kind view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we utilize here is a concern one we named it concern but it’s essentially a score column um we have actually a. How Do Monday Qualifiers Work
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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 right now 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 certain project i’m working on i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i like the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m unsure if you men understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i might show you men remove due date mode generally what i want to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. How Do Monday Qualifiers Work