Monday Com Customer Success – Easily build, run, and scale

This article is focused on answering Monday Com Customer Success …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 three specific on boards which are use cases for banner and landing page demands consider it more like creative demands from designers content 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 review marketing project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you guys that too and last but not least i’m going to show you control panels um so let’s start in a minute i just wish to pull up the um thing that i wished to reveal you guys so i have it open and then we’re going to start incredible fine let’s start and landing page demand i’m presuming

 

you men i’m simply gon na show um speak about the essentials actually quickly however i make sure you guys understand that this is a board each one of these are called each row and a group is called an item today we’re going to go over integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this between projects or customers and it really just depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a short before dealing with an innovative request is utilizing the type so a kind essentially takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to create and i’ll all right let me reveal you how to create a type however essentially this type is available in here and after that the team lead of the imaginative design group or any other team can assign a particular designer to deal with it so let me show you men how to include a type and produce 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 guys inspect the view area since it’s just another way to reveal um all your items 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 type view and like i stated it takes certain columns not the person column naturally but other columns that you can conceal or make um viewable for the person that is going to be given the type they can submit this file if you want to need it you can always do a checkbox and after that they can’t submit the type without filling this info in so you can really simply produce any column with anything that you guys need when a creative request is available in make it a form share the kind sneak peek the show you guys how a form appears like um the name of the demand you want you want to include a particular quick with a certain i understand each company has a particular structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one second let me click on 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 simply show you people let’s fill it in and you can see um webinar request test i can include a particular file for example right now everything is in the preparation concepts phase and i need the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in highest priority i wish to send it and let me show you guys how it is available in on the board webinar request test so it’s constantly going to come into the first group which is important to understand and after that it can be called ideas or requests coming in and then i can just proceed take it and move it to a particular group that i think it matters for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another board or another group depending on how you describe your workflow simply to make sure you guys 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 men are listening yay yes yes awesome awesome awesome i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them too today i’ll just provide like a brief overview this is the individual column as you guys know we have our 7 core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one type can populate several columns on one board yes dell you are correct every column that you develop can be almost every column you produce can be in a kind view and people can fill it out and it comes in as a product on the board great so this is our column center what we use here is a concern one we named it top priority but it’s essentially a ranking column um we have actually a. Monday Com Customer Success

monday.com, project management, tool, software, pricing, asana, apps, trello, kanban, microsoft, automations, service, crm, user, task management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.

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 search facebook it’s going to do a cross board search let me show you people 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 connect them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i love the tech college let me just leave here [Music] alright um [Music] and yeah and i’m unsure if you people 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 reverse this so i could show you men remove due date mode basically what i want to do i want to set as deadline i want to take the status column however i might take any status column i have for example the. Monday Com Customer Success

Monday.Com Customer Success – Easily build, run, and scale

This article is focused on answering Monday.Com Customer Success …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 show you 3 particular on boards which are use cases for banner and landing page demands think about it more like creative demands from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i wish to show you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you guys that also and lastly i’m going to show you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to start remarkable okay let’s start and landing page demand i’m assuming

 

you men i’m just gon na reveal um speak about the basics truly quickly however i make sure you people 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 enjoyable stuff so the way i divided my board here is in between months however you can do this between jobs or customers and it actually simply depends on 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 quick before dealing with an innovative request is utilizing the form so a kind basically 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 create and i’ll okay let me reveal you how to produce a form but basically this type is available in here and after that the team lead of the creative design group or any other group can appoint a specific designer to work on it so let me show you people how to include a type and develop if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you men inspect the view section because it’s simply another way to reveal um all your items just 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 type view and like i stated it takes specific columns not the person column of course but other columns that you can conceal or make um viewable for the person that is going to be offered the kind they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the form without filling this information in so you can truly just create any column with anything that you men require when an imaginative demand is available in make it a type share the form preview the show you people how a type appears like um the name of the demand you want you wish to add a specific brief with a specific i know each business has a certain structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need it by the priority and so on etc um you can take this link after put one second let me click on 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 look i’ll simply show you people let’s fill it in and you can see um webinar demand test i can include a particular file for example today whatever is in the preparation concepts phase and i need the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest concern i want to submit it and let me show you men how it comes in on the board webinar demand test so it’s constantly going to enter the very first group which is essential to know and after that it can be called concepts or requests coming in and after that i can simply 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 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 outline 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 understood the type and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes awesome awesome awesome i’m glad you people are listening and comprehend whatever terrific um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them too now i’ll just give like a quick introduction this is the person column as you men understand we have our 7 core columns here and after that we have more interesting 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 quickly um dale you just ask assuming one type can populate numerous columns on one board yes dell you are appropriate every column that you create can be almost every column you produce can be in a kind view and people can fill it out and it comes in as a product on the board great so this is our column center what we utilize here is a concern one we named it concern however it’s generally a score column um we have actually a. Monday.Com Customer Success

monday.com, task management, tool, software, pricing, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, task management software, gantt charts, basecamp, company, button, api, kanban board, airtable, dashboard.

Monday.Com Customer Success