This article is focused on answering Monday.Com Customer Success Manager …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 show you 3 specific on boards which are usage cases for banner and landing page requests think about it more like imaginative requests from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal you a slip a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that as well and finally i’m going to show you dashboards 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 after that we’re going to start awesome okay let’s start and landing page request i’m presuming
you men i’m just gon na reveal um discuss the essentials actually rapidly however i’m sure you men understand that this is a board each one of these are called a group and each row is called a product today we’re going to discuss integrations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this in between projects or customers and it actually simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a short prior to dealing with a creative demand is using the type so a type basically takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re looking 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 kind but generally this kind can be found in here and after that the group lead of the imaginative style group or any other team can appoint a particular designer to work on it so let me show you people how to add a type and create if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you people check the view section due to the fact that it’s simply another method to reveal um all your products just see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the form view and like i stated it takes specific columns not the individual column obviously however other columns that you can hide or make um viewable for the person that is going to be provided the kind they can submit this file if you want to require it you can always do a checkbox and after that they can’t submit the kind without filling this information in so you can truly just develop any column with anything that you men require when an imaginative demand can be found in make it a kind share the type preview the show you men how a kind appears like um the name of the demand you want you want to add a particular brief with a particular i know each company has a certain structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you require it by the top priority and so on and so forth 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 website copy it send it to whoever let’s simply make look i’ll just show you men let’s fill it in and you can see um webinar request test i can include a particular declare example right now whatever remains in the preparation ideas phase and i require the innovative department to help 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 comes in on the board webinar demand test so it’s always going to enter into the very first group which is important to understand and then it can be called concepts or requests coming in and after that i can just 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 group or another board depending on how you outline your workflow just to make certain 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 write yes so i can get feedback while you people are listening yay yes yes awesome awesome amazing i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them also now i’ll simply provide like a brief summary this is the person column as you men know we have our seven 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 also as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy numerous columns on one board yes dell you are right every column that you create can be practically every column you create can be in a kind view and people can fill it out and it is available in as a product on the board great so this is our column center what we use here is a concern one we called it priority however it’s generally a rating column um we have actually a. Monday.Com Customer Success Manager
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Monday.Com Customer Success Manager