Monday Com Contact Management – Easily build, run, and scale

This article is focused on answering Monday Com Contact Management …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 reveal you 3 specific on boards which are usage cases for banner and landing page requests think about it more like innovative demands from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in email marketing um stability 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 incorporate with facebook for facebook advertisements so i’ll show you guys that too and finally i’m going to reveal you control panels um so let’s start 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 start remarkable all right let’s start and landing page demand i’m assuming

 

you people i’m simply gon na show um speak about the fundamentals really quickly but i’m sure you guys 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 go over integrations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this between clients or jobs and it actually just depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief prior to dealing with a creative request is utilizing the form so a type basically takes all your columns and makes it a link that other individuals can submit which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll all right let me reveal you how to create a type however essentially this kind is available in here and then the group lead of the imaginative style team or any other group can appoint a specific designer to work on it so let me show you guys how to develop and add a kind if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i suggest you guys inspect the view area due to the fact that it’s just another way to show um all your products simply 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 type view and like i said it takes certain columns not the person column of course but other columns that you can hide or make um viewable for the person that is going to be provided the type they can publish this file if you want to need it you can constantly do a checkbox and after that they can’t submit the type without filling this info in so you can actually just create any column with anything that you guys need when an imaginative request is available in make it a kind share the form sneak peek the program you men how a form appears like um the name of the demand you desire you wish to include a particular quick with a specific i understand each business has a particular structure that

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they utilize um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd 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 just make look i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can include a specific file for example right now everything is in the preparation ideas phase and i need the creative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest top priority i wish to send it and let me reveal you people how it can be found in on the board webinar request test so it’s always going to enter into the very first group which is important to know and then it can be called ideas or demands coming in and then i can just 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 group or another board depending on how you outline your workflow simply to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes awesome awesome awesome i’m glad you guys are listening and understand whatever terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them too and now i’ll just provide like a quick introduction this is the person column as you people understand we have our seven core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um soon um dale you just ask assuming one kind can populate a number of columns on one board yes dell you are appropriate every column that you produce can be nearly every column you develop 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 utilize here is a priority one we named it top priority however it’s essentially a rating column um we have actually a. Monday Com Contact Management

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Monday Com Contact Management