Monday Com Email Automation – Easily build, run, and scale

This article is focused on answering Monday Com Email Automation …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 reveal you 3 particular on boards which are usage cases for banner and landing page requests think of it more like innovative demands from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you guys that too and lastly i’m going to reveal you control panels um so let’s begin in a minute i just want to pull up the um thing that i wished to show you guys so i have it open and after that we’re going to start amazing alright let’s begin and landing page demand i’m presuming

 

you men i’m simply gon na show um speak about the fundamentals really quickly however i make certain 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 review combinations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this between customers or jobs and it really simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief prior to working on an innovative request is utilizing the type so a kind essentially 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 desire the designer to create and i’ll all right let me show you how to create a form however essentially this form comes in here and then the team lead of the innovative style group or any other team can appoint a particular designer to work on it so let me reveal you guys how to produce and include a form 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 include view i suggest you people inspect the view section due to the fact that it’s simply another method to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the form view and like i stated it takes certain columns not the individual column naturally however other columns that you can hide or make um viewable for the person that is going to be given the type they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t send the form without filling this information in so you can really just develop any column with anything that you men require when a creative request comes in make it a form share the form sneak peek the program you guys how a kind appears like um the name of the demand you desire you want to add a certain short with a specific i know each business has a specific structure that

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they use um when do you require it by the priority and so on and so forth um you can take this link after put one second let me click the kind 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 just reveal you guys let’s fill it in and you can see um webinar request test i can add a specific declare example right now everything remains in the preparation concepts phase and i require the imaginative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in highest top priority i wish to send it and let me reveal you people how it is available in on the board webinar demand test so it’s constantly going to enter the first group which is necessary to know and then it can be called ideas or demands being available in and then i can just go on take it and move it to a specific 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 upon how you describe your workflow just to ensure 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 simply write yes so i can get feedback while you people are listening yay yes yes remarkable incredible amazing i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them also today i’ll simply offer like a brief overview this is the person column as you guys know we have our seven core columns here and then 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 product itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one kind can occupy numerous columns on one board yes dell you are appropriate every column that you create can be nearly every column you develop can be in a type view and individuals can fill it out and it comes in as an item on the board fantastic so this is our column center what we utilize here is a priority one we called it top priority but it’s essentially a ranking column um we have a. Monday Com Email Automation

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file column and we have a tags column what i enjoy about the tag column is if i click this right now 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 specifically i can see that it’s another board and after that if i have a specific job i’m working on i can simply link them with tags and then i can cross board search it to what it matters for so i find 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 uncertain if you people understand what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i could reveal you guys eliminate due date mode generally what i want to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Monday Com Email Automation