This article is focused on answering Monday Com For Sales …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 reveal you 3 particular on boards which are use cases for banner and landing page requests consider it more like imaginative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you people that as well and finally i’m going to reveal you control panels um so let’s start in a minute i just want to pull up the um thing that i wished to show you people so i have it open and then we’re going to begin amazing alright let’s begin and landing page request i’m presuming
you men i’m just gon na show um discuss the essentials actually quickly but i make sure you guys know that this is a board every one of these are called a group and each row is called an item today we’re going to go over integrations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this between tasks or customers and it truly just 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 brief before dealing with an imaginative demand is utilizing the kind so a type basically takes all your columns and makes it a link that other individuals can fill out which they can publish 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 fine let me reveal you how to create a kind but basically this kind can be found in here and after that the team lead of the creative style group or any other group can assign a particular designer to deal with it so let me reveal you people how to develop and include a form if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i advise you people examine the view section due to the fact that it’s just another method to reveal um all your items simply 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 kind view and like i said it takes specific columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be offered the type they can upload this file if you want to need it you can always do a checkbox and then they can’t submit the kind without filling this info in so you can truly just create any column with anything that you guys need when a creative request comes in make it a form share the kind preview the program you men how a form looks like um the name of the demand you desire you want to add a certain quick with a specific i understand each business has a particular structure that
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they use um when do you require it by the concern and so on etc um you can take this link after put one 2nd let me click on the type 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 simply reveal you guys let’s fill it in and you can see um webinar request test i can include a certain apply for example right now whatever is in the preparation ideas phase and i need the imaginative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest top priority i want to send it and let me show you guys how it can be found in on the board webinar request test so it’s constantly going to come into the first group which is important to know and then it can be called ideas or demands coming in and then 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 needs 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 on 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 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 amazing amazing i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them as well now i’ll just give like a short summary this is the individual column as you people know we have our seven 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one type can populate several columns on one board yes dell you are appropriate every column that you develop can be nearly every column you produce can be in a kind view and people can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a top priority one we called it concern however it’s generally a ranking column um we have actually a. Monday Com For Sales
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file column and we have a tags column what i like about the tag column is if i click 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 specifically i can see that it’s another board and after that if i have a particular job i’m working on i can just connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i enjoy the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m uncertain if you guys understand what this is but 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 reverse this so i might show you men remove deadline mode basically what i want to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. Monday Com For Sales