Monday Com Cmo – Easily build, run, and scale

This article is focused on answering Monday Com Cmo …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page requests think of it more like imaginative 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 want to show you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a slip a preview of how in two weeks you’re going to have the ability to integrate 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 want to pull up the um thing that i wished to show you men so i have it open and then we’re going to begin amazing okay let’s begin and landing page demand i’m assuming

 

you men i’m just gon na show um speak about the fundamentals really rapidly but i make sure you guys 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 combinations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this in between clients or tasks and it truly simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a quick prior to dealing with an imaginative request is using the form so a form essentially takes all your columns and makes it a link that other people can fill out which they can publish files um a text column of like what they’re searching 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 type however essentially this form is available in here and then the team lead of the creative style team or any other group can assign a specific designer to deal with it so let me show you men how to produce and include a type if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you men check the view section since it’s simply another way 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 certain things on your board so close the kind view and like i stated it takes particular columns not the person column naturally however other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can upload this file if you want to require it you can constantly do a checkbox and then they can’t submit the form without filling this information in so you can actually simply create any column with anything that you guys require when an imaginative demand can be found in make it a type share the form preview the show you people how a form looks like um the name of the request you desire you wish to include a certain quick with a specific i understand each business has a particular 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 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 just make look i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can include a specific declare example right now whatever is in the preparation ideas stage and i require the creative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest top priority i want to submit it and let me reveal you guys how it is available in on the board webinar request test so it’s always going to enter the very first group which is necessary to understand and after that it can be called requests or ideas being available in and after that i can just go ahead take it and move it to a certain group that i believe 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 group or another board depending upon how you describe your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes incredible remarkable awesome i’m glad you guys are listening and understand everything terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them also today i’ll simply provide like a brief overview this is the person column as you guys understand we have our seven 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 item itself and also as a view we’ll get to that um soon um dale you just ask assuming one kind can populate several columns on one board yes dell you are proper every column that you create can be practically every column you create can be in a type view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a concern one we called it priority but it’s essentially a ranking column um we have a. Monday Com Cmo

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file column and we have a tags column what i love about the tag column is if i click on 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 browse 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 specifically i can see that it’s another board and then if i have a particular task i’m working on i can simply link them with tags and after that i can cross board search it to what it matters for so i find that extremely cool and i love i like the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m uncertain if you guys understand what this is however this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i might reveal you men eliminate due date mode essentially what i wish to do i wish 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 Cmo