This article is focused on answering Monday.Com Best Integrations …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page demands think about it more like innovative demands from designers content so on and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to show you an in e-mail marketing um integrity 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 integrate with facebook for facebook advertisements so i’ll reveal you guys that as well and lastly i’m going to show you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to reveal you men so i have it open and after that we’re going to start incredible fine let’s begin and landing page request i’m assuming
you men i’m just gon na reveal um discuss the basics really rapidly however i make certain you men know that this is a board every one of these are called each row and a group is called an item today we’re going to discuss integrations automations views and a lot more fun things so the way i divided my board here is between months but you can do this between customers or jobs and it truly simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a brief prior to working on an innovative demand is using the type so a type generally 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 trying to find the size of uh the banner that they desire the designer to develop and i’ll alright let me show you how to produce a kind but essentially this kind comes in here and after that the group lead of the creative design group or any other team can assign a particular designer to deal with it so let me reveal you men how to produce and add a form 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 include view i recommend you men check the view section because it’s simply another method to show um all your products simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the type view and like i stated it takes specific columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be given the type they can publish this file if you wish to need it you can constantly do a checkbox and then they can’t send the form without filling this details in so you can actually just produce any column with anything that you guys need when an innovative request comes in make it a type share the form preview the program you people how a form appears like um the name of the demand you desire you wish to add a specific quick with a specific i know each company has a specific structure that
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they use um when do you need it by the concern and so on and so forth um you can take this link after put one second let me click the kind 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 reveal you people let’s fill it in and you can see um webinar request test i can include a particular file for example today whatever remains in the planning concepts stage and i need the innovative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest top priority i want to submit it and let me show you people how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is essential to understand and then it can be called requests or concepts coming in and then i can just proceed take it and move it to a specific group that i believe it’s relevant 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 make sure 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 simply write yes so i can get feedback while you men are listening yay yes yes remarkable remarkable incredible i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them as well today i’ll simply give like a short introduction this is the individual column as you guys understand we have our seven core columns here and then 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 soon um dale you simply ask presuming one type can populate numerous columns on one board yes dell you are proper every column that you develop can be nearly every column you produce can be in a type view and people can fill it out and it is available in as an item on the board terrific so this is our column center what we use here is a top priority one we called it top priority however it’s basically a ranking column um we have actually a. Monday.Com Best Integrations
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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 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 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 particular task i’m working on i can just link them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i love the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m unsure if you guys understand what this is however this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i could show you people remove due date mode generally what i want to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Monday.Com Best Integrations