This article is focused on answering What Does Xero Integrate With …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 use cases for banner and landing page demands consider it more like imaginative 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 project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i want to show you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that as well and last but not least i’m going to reveal you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wished to show you guys so i have it open and then we’re going to start incredible alright let’s start and landing page request i’m presuming
you people i’m just gon na show um discuss the fundamentals truly quickly however i make sure you men understand 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 enjoyable stuff so the way i divided my board here is between months however you can do this in between tasks or customers and it truly just depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a quick prior to working on an imaginative demand is using the type so a kind basically takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll alright let me reveal you how to produce a kind but essentially this form can be found in here and after that the team lead of the imaginative style group or any other team can appoint a specific designer to work on it so let me reveal you men how to include a type and develop 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 include view i advise you people examine the view section because it’s simply 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 particular things on your board so close the type view and like i stated it takes specific columns not the individual column of course but other columns that you can hide or make um viewable for the person that is going to be offered the form they can publish this file if you wish to need it you can always do a checkbox and after that they can’t submit the type without filling this information in so you can really just produce any column with anything that you people need when an innovative request is available in make it a form share the form preview the show you men how a form looks like um the name of the request you desire you want to include a certain short with a certain i understand each company has a certain structure that
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they use um when do you require it by the top priority and so on etc 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 website copy it send it to whoever let’s just make appearance i’ll just show you guys let’s fill it in and you can see um webinar demand test i can include a particular apply for example today everything is in the preparation concepts stage and i require the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest priority i want to send it and let me reveal you men how it comes in on the board webinar request test so it’s always going to enter into the first group which is very important to understand and after that it can be called ideas or requests being available in and after that i can simply go ahead 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 group or another board depending upon how you outline your workflow just to make sure 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 simply write yes so i can get feedback while you guys are listening yay yes yes amazing remarkable incredible 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 review them also now i’ll just offer like a quick overview this is the individual column as you guys 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 also on the product itself and also as a view we’ll get to that um soon um dale you just ask presuming one type can occupy several columns on one board yes dell you are correct every column that you develop can be practically every column you create can be in a type view and individuals can fill it out and it comes in as an item on the board excellent so this is our column center what we use here is a concern one we named it priority but it’s generally a rating column um we have actually a. What Does Xero Integrate With
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What Does Xero Integrate With