This article is focused on answering Monday.Com And Whatsapp …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 reveal you 3 particular on boards which are usage cases for banner and landing page requests consider it more like innovative demands from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal 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 show you guys that too and lastly i’m going to show you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you guys so i have it open and then we’re going to begin remarkable okay let’s begin and landing page request i’m presuming
you men i’m just gon na show um talk about the fundamentals actually quickly but i make sure you men understand that this is a board each one of these are called a group and each row is called an item today we’re going to review 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 clients or projects and it actually just depends upon 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 working on a creative demand is utilizing the form so a kind essentially takes all your columns and makes it a link that other individuals 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 produce and i’ll okay let me show you how to produce a type but basically this type is available in here and after that the team lead of the creative style group or any other team can designate a specific designer to work on it so let me reveal you men how to develop and include a type if anything is too quick or something is unclear please write 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 section because it’s just another method to reveal um all your items simply 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 form view and like i stated it takes certain columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t submit the form without filling this info in so you can actually just produce any column with anything that you guys need when an imaginative request is available in make it a form share the kind preview the show you men how a type looks like um the name of the demand you want you want to include a certain quick with a particular i understand each company has a particular structure that
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they utilize 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 appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can add a particular file for example right now everything remains in the planning concepts phase and i need the creative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest priority i wish to submit it and let me show you men how it is available in on the board webinar request test so it’s constantly going to enter the first group which is essential to know and then it can be called concepts or demands coming in and then i can simply go ahead 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 on how you detail your workflow simply to make certain you guys 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 write yes so i can get feedback while you men are listening yay yes yes awesome awesome remarkable i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them too today i’ll just give like a short summary this is the person column as you guys know we have our 7 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 likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy a number of columns on one board yes dell you are proper every column that you create can be almost every column you produce can be in a kind view and individuals can fill it out and it comes 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 top priority however it’s generally a ranking column um we have a. Monday.Com And Whatsapp
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file column and we have a tags column what i like about the tag column is if i click 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 browse facebook it’s going to do a cross board search let me reveal you guys 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 certain job i’m working on i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i enjoy the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not sure if you guys understand what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i could reveal you men eliminate deadline mode basically what i wish 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. Monday.Com And Whatsapp