Monday Com Hubspot – Easily build, run, and scale

This article is focused on answering Monday Com Hubspot …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 reveal you 3 specific on boards which are usage cases for banner and landing page requests think of it more like innovative requests from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal 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 men that also and lastly i’m going to show you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wished to show you men so i have it open and after that we’re going to start amazing alright let’s start and landing page request i’m presuming

 

you people i’m just gon na reveal um speak about the essentials truly rapidly but i make certain you people 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 go over integrations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this between customers or projects and it truly simply depends on 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 prior to dealing with an imaginative request is using the form so a kind generally takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re looking for 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 type is available in here and after that the group lead of the imaginative style team or any other team can designate a certain designer to deal with it so let me show you guys how to create and add a kind if anything is too quick 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 guys examine the view area due to the fact that it’s just another method to show um all your products just see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the form view and like i said it takes particular columns not the person column of course however other columns that you can hide or make um viewable for the person that is going to be provided the type they can publish this file if you want to require it you can always do a checkbox and after that they can’t send the form without filling this information in so you can really just create any column with anything that you guys need when an innovative demand is available in make it a kind share the type sneak peek the show you men how a type appears like um the name of the demand you desire you wish to include a certain quick with a specific i know each company has a specific structure that

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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one second let me click on the form 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 look i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can include a particular declare example right now whatever is in the preparation concepts phase and i require the creative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest top priority i want to submit it and let me show you guys how it is available in on the board webinar demand test so it’s constantly going to enter the very first group which is very important to understand and after that it can be called demands or ideas being available in and after that i can simply proceed take it and move it to a particular group that i think it matters 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 group or another board depending upon how you describe your workflow simply to ensure you men are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes amazing awesome awesome i’m glad you people are listening and comprehend everything terrific 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 too and now i’ll simply provide like a quick summary this is the person column as you men know we have our 7 core columns here and after that we have more interesting 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 quickly um dale you simply ask assuming one type can occupy a number of columns on one board yes dell you are appropriate every column that you produce can be practically every column you produce can be in a kind view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we utilize here is a priority one we called it concern however it’s essentially a score column um we have a. Monday Com Hubspot

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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 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 particularly i can see that it’s another board and then if i have a certain task i’m working on i can merely connect them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i like the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m uncertain if you men understand what this is but 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 men get rid of deadline mode generally what i want to do i want to set as due date i want to take the status column but i could take any status column i have for example the. Monday Com Hubspot