This article is focused on answering Monday Com Confluence …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 use cases for banner and landing page demands think about it more like creative demands from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you men that also and finally i’m going to reveal you control panels um so let’s start in a minute i simply want to pull up the um thing that i wanted to reveal you men so i have it open and then we’re going to start amazing fine let’s begin and landing page demand i’m presuming
you men i’m just gon na show um discuss the essentials truly rapidly however i make sure you guys know that this is a board every one of these are called a group and each row is called a product today we’re going to go over combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this in between clients or tasks and it really 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 before working on an imaginative demand is using the type so a form essentially takes all your columns and makes it a link that other individuals can complete 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 produce and i’ll okay let me reveal you how to create a kind but basically this form can be found in here and then the team lead of the imaginative design team or any other group can designate a particular designer to work on it so let me show you guys how to develop and include a kind 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 people inspect the view area because it’s just another method to show um all your products 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 specific columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be provided the form they can submit this file if you wish to require it you can always do a checkbox and after that they can’t submit the form without filling this info in so you can truly just create any column with anything that you guys require when a creative request comes in make it a form share the type preview the program you people how a type looks like um the name of the demand you want you want to add a certain brief with a particular i understand 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 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 add a certain file for example right now everything is in the planning ideas stage and i need the imaginative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest concern i wish 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 into the first group which is very important to know and after that it can be called requests or concepts being available in and after that i can just go on take it and move it to a certain group that i think it’s relevant 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 make certain you guys are all with me um is this clear um right in the chat yes or no if you understood 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 remarkable incredible i’m glad you guys are listening and understand everything great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them too but now i’ll just provide like a quick overview this is the person column as you guys know 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 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 correct every column that you produce can be almost every column you produce can be in a form view and individuals can fill it out and it is available in as an item on the board fantastic so this is our column center what we use here is a top priority one we called it concern however it’s basically a ranking column um we have actually a. Monday Com Confluence
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file column and we have a tags column what i love about the tag column is if i click 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 search 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 particular 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 find that very cool and i love i enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not sure if you guys know what this is but this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i could reveal you people get rid of due date mode generally what i wish to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. Monday Com Confluence