Monday Com Fundraising – Easily build, run, and scale

This article is focused on answering Monday Com Fundraising …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 particular on boards which are usage cases for banner and landing page requests think about 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 review marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish 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 people that too 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 wanted to reveal you people so i have it open and after that we’re going to begin awesome all right let’s start and landing page request i’m assuming

 

you men i’m just gon na reveal um speak about the fundamentals actually quickly but i make certain you guys know that this is a board each one of these are called a group and each row is called a product today we’re going to discuss integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this between tasks or clients and it truly simply depends on 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 brief prior to dealing with an innovative demand is utilizing the kind so a kind basically takes all your columns and makes it a link that other people can fill out which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll okay let me show you how to create a form but generally this form can be found in here and after that the team lead of the creative style team or any other group can designate a certain designer to work on it so let me show you people 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 include view i recommend you people examine the view section since it’s just another way to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the kind view and like i stated it takes specific columns not the individual column obviously however other columns that you can hide or make um viewable for the individual that is going to be provided the form they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can truly just develop any column with anything that you men need when an imaginative demand can be found in make it a kind share the kind preview the show you men how a form looks like um the name of the demand you desire you wish to add 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 etc um you can take this link after put one second let me click on the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make appearance i’ll simply show you men let’s fill it in and you can see um webinar request test i can add a specific apply for example today whatever is in the planning concepts stage and i require the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest concern i wish to submit it and let me show you guys how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is very important to know and then it can be called requests or ideas can be found in and after that i can simply proceed take it and move it to a specific group that i believe 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 on how you detail your workflow simply to make sure you guys are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes incredible incredible awesome i’m glad you people are listening and comprehend whatever great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them also today i’ll simply offer like a brief introduction this is the individual column as you men 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 product itself and also as a view we’ll get to that um quickly um dale you just ask assuming one form can populate a number of columns on one board yes dell you are appropriate every column that you develop can be almost every column you produce can be in a form view and people can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a concern one we called it top priority but it’s essentially a score column um we have actually a. Monday Com Fundraising

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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 people how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a certain job i’m working on i can merely link 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 love the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m not sure if you men 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 due date mode is let me undo this so i might show you guys eliminate deadline mode basically what i wish 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 Fundraising