Monday Com Pulse Id – Easily build, run, and scale

This article is focused on answering Monday Com Pulse Id …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 particular on boards which are use cases for banner and landing page requests consider it more like imaginative requests from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i want to show you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you men that as well and last but not least i’m going to reveal you control panels um so let’s start in a minute i just want to bring up the um thing that i wanted to show you guys so i have it open and then we’re going to begin remarkable alright let’s begin and landing page demand i’m assuming

 

you people i’m simply gon na reveal um speak about the essentials actually rapidly but i make sure you men understand that this is a board each 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 method i divided my board here is in between months but you can do this between projects 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 desire but a cool way to get a quick prior to working on an imaginative demand is using the type so a type 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 trying to find the size of uh the banner that they desire the designer to develop and i’ll alright let me reveal you how to create a form however essentially this form can be found in here and after that the group lead of the innovative style group or any other group can assign a particular designer to deal with it so let me reveal you people how to produce and add a type if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men examine the view section since it’s just another method to reveal 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 particular things on your board so close the form view and like i said it takes specific columns not the individual column obviously but other columns that you can conceal or make um viewable for the individual that is going to be given the type they can publish this file if you want to require it you can constantly do a checkbox and then they can’t submit the form without filling this info in so you can really just develop any column with anything that you people need when a creative demand comes in make it a kind share the form preview the show you guys how a kind appears like um the name of the request you want you wish to add a particular 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 concern and so on etc um you can take this link after put one 2nd let me click 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 just make look i’ll simply show you people let’s fill it in and you can see um webinar demand test i can include a specific apply for example right now whatever remains in the preparation ideas stage and i require the imaginative department to help me it’s right now where i’m working on it i require it by might 23rd and it remains in greatest priority i wish to send it and let me reveal you people how it can be found in on the board webinar request test so it’s constantly going to enter the very first group which is necessary to understand and after that it can be called requests or ideas coming in and then i can simply go on take it and move it to a specific group that i believe 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 detail your workflow just to make sure you people 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 men are listening yay yes yes amazing incredible amazing i’m glad you men are listening and understand whatever great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them too today i’ll just offer like a quick introduction this is the person column as you guys understand we have our 7 core columns here and then 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 product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy numerous 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 type 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 use here is a top priority one we called it top priority but it’s generally a score column um we have a. Monday Com Pulse Id

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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 right now 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 then if i have a specific task i’m dealing with i can just connect them with tags and after that i can cross board search it to what it’s relevant for so i find that very 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 not sure if you men know what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i might reveal you people remove due date mode essentially what i want to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Monday Com Pulse Id