Monday Com Integromat – Easily build, run, and scale

This article is focused on answering Monday Com Integromat …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated 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 consider it more like imaginative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that also and last but not least i’m going to show you control panels um so let’s start in a minute i just want to bring up the um thing that i wished to reveal you people so i have it open and after that we’re going to begin incredible all right let’s start and landing page demand i’m presuming

 

you guys i’m just gon na reveal um discuss the fundamentals really quickly but i’m sure you guys know that this is a board every one of these are called each row and a group is called an item today we’re going to go over combinations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this between customers or jobs and it really just 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 quick prior to working on a creative demand is using the kind so a kind essentially 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 searching for the size of uh the banner that they want the designer to create and i’ll fine let me show you how to produce a kind however generally this kind is available in here and then the team lead of the imaginative design group or any other group can assign a specific designer to work on it so let me reveal you men how to add a type and create if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you guys check the view section since it’s just another method to show um all your items just see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the form view and like i stated it takes particular columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be provided the form they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t send the form without filling this info in so you can really simply produce any column with anything that you people need when a creative demand comes in make it a kind share the form preview the program you guys how a kind looks like um the name of the demand you want you want to add a specific brief with a particular i know each business has a particular structure that

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they use um when do you need it by the top priority and so on and so forth 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 site copy it send it to whoever let’s simply make look i’ll simply show you people let’s fill it in and you can see um webinar request test i can add a specific file for example right now whatever remains in the planning ideas stage and i require the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest top priority i want to send it and let me show you men how it can be found in on the board webinar request test so it’s always going to come into the very first group which is important to understand and then it can be called ideas or demands coming in and after that i can just proceed take it and move it to a particular group that i believe 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 board or another group depending upon how you describe your workflow simply to make certain 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 simply write yes so i can get feedback while you people are listening yay yes yes incredible remarkable 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 just compose me in the chat and i’ll go over them as well and now i’ll simply offer like a short summary this is the individual column as you guys know we have our seven core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one kind can occupy numerous columns on one board yes dell you are correct every column that you create can be almost every column you create can be in a kind view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a concern one we called it priority but it’s essentially a score column um we have actually a. Monday Com Integromat

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file column and we have a tags column what i enjoy 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 particular task i’m dealing with i can just connect them with tags and then 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 simply leave here [Music] okay um [Music] and yeah and i’m uncertain if you men know 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 eliminate due date mode generally what i wish to do i wish to set as due date i wish to take the status column but i could take any status column i have for example the. Monday Com Integromat