Monday Com Forms – Easily build, run, and scale

This article is focused on answering Monday Com Forms …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 three specific on boards which are usage cases for banner and landing page requests think of it more like creative demands from designers content so on etc copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss 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 advertisements so i’ll reveal you guys that too and last but not least i’m going to reveal you control panels um so let’s start in a minute i just wish to pull up the um thing that i wanted to reveal you people so i have it open and after that we’re going to begin incredible fine let’s start and landing page demand i’m presuming

 

you people i’m just gon na show um talk about the basics really rapidly but i make sure you men understand 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 discuss integrations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this between jobs or clients and it really simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a quick before working on an imaginative request is utilizing the form so a kind essentially takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to produce and i’ll all right let me reveal you how to develop a type however basically this type is available in here and then the team lead of the creative design team or any other team can assign a specific designer to work on it so let me reveal you people how to develop and add a kind if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you people inspect the view section because it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the form view and like i stated it takes specific columns not the individual column obviously however other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can upload this file if you wish to need it you can always do a checkbox and then they can’t send the form without filling this info in so you can actually simply produce any column with anything that you men require when an imaginative request can be found in make it a kind share the form sneak peek the show you men how a kind appears like um the name of the demand you want you want to include a certain short with a particular i understand each company has a specific structure that

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they use um when do you need it by the concern and so on and so forth 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 website copy it send it to whoever let’s simply make appearance i’ll just reveal you people let’s fill it in and you can see um webinar request test i can add a certain declare example right now everything remains in the preparation ideas phase 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 remains in highest top priority i want to submit it and let me show you guys how it comes in on the board webinar demand test so it’s constantly going to enter the very first group which is important to understand and then it can be called requests or concepts coming in and after that i can just go on take it and move it to a certain 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 group or another board depending on 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 just write yes so i can get feedback while you people are listening yay yes yes amazing remarkable incredible i’m glad you people are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them also now i’ll simply give like a short summary this is the individual column as you men know we have our 7 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 also on the item itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one type can occupy a number of columns on one board yes dell you are proper every column that you create can be practically every column you develop can be in a kind view and individuals 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 utilize here is a concern one we named it priority however it’s generally a rating column um we have a. Monday Com Forms

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file column and we have a tags column what i enjoy 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 browse facebook it’s going to do a cross board search let me show you men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain job i’m dealing with i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i discover that very cool and i love i love the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m unsure if you men understand what this is however this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i might show you people remove due date mode basically what i want to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. Monday Com Forms