Monday.Com For Customer Support – Easily build, run, and scale

This article is focused on answering Monday.Com For Customer Support …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests consider it more like innovative demands from designers content so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to review 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 want to show you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people that also and finally i’m going to show 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 guys so i have it open and after that we’re going to begin awesome fine let’s begin and landing page request i’m presuming

 

you people i’m just gon na show um discuss the essentials really quickly but i make certain you men 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 method i divided my board here is between months but you can do this in between customers or tasks and it actually just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a brief before working on an imaginative request is utilizing the type so a kind generally takes all your columns and makes it a link that other individuals can submit which they can submit 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 produce and i’ll alright let me reveal you how to develop a kind however essentially this kind comes in here and then the team lead of the creative design team or any other team can appoint a certain designer to work on it so let me show you people how to include a form and produce if anything is too fast 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 suggest you people examine the view area because it’s just 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 specific things on your board so close the kind view and like i stated it takes certain columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be given the type they can submit this file if you wish to require it you can always do a checkbox and then they can’t send the type without filling this information in so you can truly just create any column with anything that you guys require when a creative request is available in make it a type share the form preview the program you men how a form appears like um the name of the request you desire you want to add a particular brief with a certain i understand each business has a particular structure that

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they use um when do you require it by the priority and so on etc um you can take this link after put one second let me click on 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 appearance i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can add a certain file for example right now everything is 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 require it by may 23rd and it’s 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 request test so it’s always going to enter into the first group which is very important to know and then it can be called demands or concepts 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 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 describe your workflow simply to ensure 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 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 write me in the chat and i’ll review them also today i’ll simply give like a brief overview this is the person column as you men understand 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 item itself and also 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 nearly every column you create can be in a form view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we use here is a concern one we called it priority but it’s generally a score column um we have actually a. Monday.Com For Customer Support

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Monday.Com For Customer Support