Monday Com Crm Video – Easily build, run, and scale

This article is focused on answering Monday Com Crm Video …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative 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 creative requests from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that also and lastly i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wished to show you people so i have it open and then we’re going to start amazing okay let’s begin and landing page request i’m assuming

 

you people i’m just gon na reveal um discuss the essentials actually quickly but i’m sure you people understand 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 combinations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this between customers or projects and it truly just depends on your workflow and the method we did it here to you can do it any way you want however a cool way to get a brief prior to dealing with an imaginative demand is using the kind 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 trying to find 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 form but basically this form is available in here and then the team lead of the creative style team or any other team can designate a particular designer to work on it so let me show you guys how to create and include a form if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people inspect the view section since 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 way to see um specific things on your board so close the kind view and like i said it takes particular columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be given the form they can submit this file if you want to need it you can constantly do a checkbox and then they can’t submit the form without filling this information in so you can really simply produce any column with anything that you men need when an imaginative request can be found in make it a form share the form sneak peek the program you people how a form looks like um the name of the request you desire you want to add a specific quick with a particular i know each company has a certain structure that

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they utilize um when do you need it by the priority and so on etc um you can take this link after put one 2nd let me click on the type 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 appearance i’ll simply show you people let’s fill it in and you can see um webinar demand test i can include a certain apply for example today everything remains in the planning concepts stage and i need the imaginative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest top priority i want to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to enter into the very first group which is necessary to know and after that it can be called concepts or requests coming in and after that i can simply go ahead take it and move it to a certain group that i believe it’s relevant for in this case it needs to be done by might so i’m going to keep it in this group i can move it to another board or another group depending upon how you detail your workflow just to make certain 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 just compose yes so i can get feedback while you people are listening yay yes yes amazing remarkable remarkable i’m glad you guys are listening and understand whatever fantastic um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them also today i’ll just provide like a quick overview this is the person column as you men understand we have our 7 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy several columns on one board yes dell you are correct every column that you develop can be almost every column you develop can be in a type view and individuals can fill it out and it can be found in as a product on the board fantastic so this is our column center what we utilize here is a priority one we named it priority but it’s essentially a ranking column um we have actually a. Monday Com Crm Video

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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 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 job i’m dealing with i can just link them with tags and after that i can cross board search it to what it matters for so i find that super cool and i love i like the tech college let me just leave here [Music] fine um [Music] and yeah and i’m unsure if you guys know 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 could reveal you guys eliminate due date mode generally what i wish to do i want to set as deadline i want to take the status column but i could take any status column i have for example the. Monday Com Crm Video