This article is focused on answering Monday.Com For Nonprofits …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page requests think about it more like innovative requests from designers material so on and so forth copywriters um a social networks 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 reveal you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that also and lastly i’m going to show 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 then we’re going to start awesome all right let’s start and landing page request i’m assuming
you guys i’m simply gon na reveal um talk about the basics actually rapidly but i make sure you people know 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 discuss combinations automations views and a lot more fun things so the way i divided my board here is in between months however you can do this in between customers or tasks and it actually simply depends upon 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 a creative request is using the kind so a form basically 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 looking for the size of uh the banner that they desire the designer to produce and i’ll fine let me reveal you how to create a type but generally this form comes in here and after that the group lead of the innovative design team or any other group can appoint a specific 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 write it to me in the chat and i’ll try clarify so i can go here add view i recommend you men examine the view section because it’s just another method to reveal um all your products just see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the kind 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 form they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t send the kind without filling this info in so you can truly just create any column with anything that you guys require when an imaginative demand comes in make it a kind share the kind sneak peek the show you men how a form appears like um the name of the demand you want you wish to add a particular quick with a certain i know each business has a particular structure that
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they utilize um when do you need it by the priority and so on etc um you can take this link after put one 2nd let me click the kind 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 look i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can include a particular apply for example right now whatever is in the planning concepts phase and i need the innovative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest top priority i wish to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s constantly going to come into the first group which is important to know and after that it can be called concepts or demands can be found in and after that i can just proceed 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 group or another board depending on how you detail your workflow just 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 form and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes amazing incredible incredible i’m glad you guys are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them as well today i’ll simply provide like a short introduction this is the person column as you people know we have our 7 core columns here and after that we have more fascinating 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 just ask presuming one form can occupy numerous columns on one board yes dell you are correct every column that you create can be nearly every column you develop can be in a type view and people can fill it out and it comes in as a product on the board terrific so this is our column center what we utilize here is a concern one we named it concern however it’s basically a score column um we have actually a. Monday.Com For Nonprofits
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file column and we have a tags column what i like 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 browse facebook it’s going to do a cross board search let me reveal you guys 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 particular project i’m working on i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that incredibly cool and i love i like the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m unsure if you guys understand what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i might show you people remove deadline mode basically what i want to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Monday.Com For Nonprofits