This article is focused on answering Monday Com Black Friday …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 particular 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 networks planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign 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 preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that as well and finally 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 wished to reveal you guys so i have it open and after that we’re going to begin amazing all right let’s begin and landing page demand i’m presuming
you men i’m just gon na reveal um speak about the fundamentals actually rapidly however i make sure you men 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 enjoyable things so the method i divided my board here is in between months however you can do this between tasks or customers and it truly 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 short prior to working on an imaginative request is using the type so a form basically takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll okay let me show you how to create a kind but essentially this kind is available in here and then the group lead of the innovative design group or any other group can assign a certain designer to deal with it so let me show you men how to create and include a type if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you people examine the view area because it’s simply 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 certain things on your board so close the form 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 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 type without filling this info in so you can truly simply develop any column with anything that you people need when a creative demand comes in make it a form share the type preview the program you men how a type looks like um the name of the request you want you want to include a certain short with a certain i understand each business has a specific structure that
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they use um when do you require it by the concern and so on and so forth 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 simply make appearance i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can include a certain declare example right now whatever remains in the preparation ideas 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 concern i want to submit it and let me reveal you people how it comes in on the board webinar request test so it’s constantly going to come into the very first group which is necessary to understand and then it can be called ideas or requests can be found in and after that i can just proceed take it and move it to a specific group that i believe it matters 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 group or another board depending upon how you outline your workflow simply to make sure you guys 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 just write yes so i can get feedback while you guys are listening yay yes yes amazing incredible awesome i’m glad you people are listening and understand whatever excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them too today i’ll simply offer like a short overview this is the individual column as you guys know 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one type can populate a number of columns on one board yes dell you are proper 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 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 called it top priority however it’s basically a score column um we have actually a. Monday Com Black Friday
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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 men 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 task i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i discover that super cool and i love i love the tech college let me just leave here [Music] fine um [Music] and yeah and i’m not sure if you men 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 undo this so i might reveal you guys eliminate deadline mode basically what i want to do i wish 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 Com Black Friday