Monday.Com Embedded Forms – Easily build, run, and scale

This article is focused on answering Monday.Com Embedded Forms …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page requests think about it more like innovative demands from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to show you an in email marketing um stability that we have with mailchimp and then i want to show 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 show you guys that as well and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to begin incredible alright let’s start and landing page demand i’m assuming

 

you men i’m just gon na show um speak about the basics actually rapidly but i make sure you people understand that this is a board each one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this between customers or jobs and it really simply depends upon 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 short prior to dealing with an innovative demand is using the type so a form basically takes all your columns and makes it a link that other individuals can submit 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 develop and i’ll okay let me reveal you how to produce a form however basically this type comes in here and then the group lead of the innovative design team or any other group can designate a particular designer to deal with it so let me reveal you guys how to create and add a type if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you men examine the view section because it’s simply another way to show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the form view and like i stated it takes certain columns not the individual column obviously but other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can upload this file if you want to require it you can always do a checkbox and after that they can’t send the kind without filling this info in so you can truly just develop any column with anything that you guys need when a creative request is available in make it a type share the kind preview the show you men how a form appears like um the name of the demand you want you wish to include a specific short with a certain i know each company has a certain structure that

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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 the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make appearance i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can include a specific apply for example today everything is in the preparation ideas phase and i need the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest concern i wish to send it and let me show you men how it is available in on the board webinar demand test so it’s always going to enter the first group which is very important to understand and after that it can be called demands or concepts can be found in and after that i can just go on take it and move it to a specific group that i believe 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 detail 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 understood the form and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes remarkable incredible remarkable i’m glad you guys are listening and understand 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 now i’ll just provide like a brief summary this is the person column as you people 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 likewise on the product itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one kind can occupy a number of columns on one board yes dell you are proper every column that you create can be nearly every column you create can be in a form view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we utilize here is a top priority one we named it concern but it’s essentially a score column um we have a. Monday.Com Embedded Forms

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Monday.Com Embedded Forms