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How to Use Monday.com for Marketing (2024) Tutorial For Beginners
Oct 6, 2024
Discover how to leverage Monday.com for your marketing efforts in this comprehensive 2024 tutorial for beginners. Learn step-by-step how to set up and optimize your Monday.com workspace for marketing campaigns, content calendars, and team collaboration. This guide covers creating custom boards for different marketing functions, automating workflows, tracking KPIs, and managing multiple projects simultaneously. Whether you're a solo marketer or part of a larger team, this tutorial will show you how to streamline your marketing processes, improve communication, and boost productivity using Monday.com's powerful features. Stay ahead of the curve with the latest marketing management techniques on Monday.com in 2024.
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Welcome everybody into this new video tech for us and today's tutorial let's take a look
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into how we can use Monday for marketing. So if you wanted to figure it out how to use Monday
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from started for beginners, if you don't know anything about Monday, if you want a full actual
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walk-through how we can get started into Monday, you can let us down below in the comment section
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you can let us know and see if we can create an actual full video for you since what we're going
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to be doing today into Monday is to focus only into marketing
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and into the basic staffed and twos that can be helping us to get started here into Monday
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only for marketing. So with that being said, guys, let's just get started
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The very first thing you wanted to do is to have an actual Monday account, so I'm going to leave you a link that below just in case you don't have any Monday account
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So once you have your account, it's going to be asking you, hey, what brings you here today
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You want to input the one says work, what business is craft your current role
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In my case, I am the director or the freelancer or the team leader
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He now wants to continue. you know, depending on what is the actual element that you wanted to, let's say, work for into the company
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Let's say, for example, you are working with a team of six to ten people, and you're working with a company more than 20 people right there
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So you enable the one that's best suits for you, and hit now and to continue
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Now, lastly, we wanted to focus into the actual marketing manage first
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So this is really important because it's going to be appearing at a lot of tools that can be helping us to see
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see the actual Monday a little bit more easier to understand. So focus into marketing and hit now into continue
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When we are talking about marketing, I want to focus into marketing operations
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So it's going to be helping us to find the tools, the whole marketing of our company
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So lastly, how did they hear about us? It's been getting into YouTube app and hit now to continue
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So as you can see, the Monday.com project management is now going to be created based on our
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and Zos and then what you wanted to do is to invite your team mates once you have successfully done this hit in to invite your team in my case I going to hit in to remind me later and now it going to be asking us to get started with our first ward So here let see
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for example, here and pulled the checkpress marketing of my company, and then I'm going to hit
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into next. Now, select the relevant columns for your board. Usually, I would love to add the owner
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the due date, the status, the budget, the priority, and the timeline
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Usually, the timeline is going to be helping me to figure out what is like the deadline
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I need to, let's say, finished a project. If I'm making some marketing, I do love to work with budget
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because I wanted to see how much money we have spent so far. If you're just getting started and you want to, let's say, work with no budget
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you don't want to enable budget, but maybe you want to enable files, you want to enable notes, or even you can enable when was the last updated
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if you're working with more than 10 people. So you want to enable the actual toes, the best suits for you
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But in my case, I do love to get started with the owner, the due date, the status, and the budget
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So timeline is not that important so far. Let's enable the priority
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And now, select one of the items you'd like to manage. Add a view layout
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Usually, you can add only one of them. So you have the Gant view, the..
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can but view the calendar the timeline and the cards on the table of course this one is by default
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usually everybody use a table but specifically speaking about myself i do look to work with cards
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because it's going to be more faster to let's say work with them and check it out all the elements
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that appears and i have like a preview of everything and all the tools introduced one place so but that's
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totally up to you if you want to check another one so we're going to hit now into next and here's
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going to be appearing what is the list of my project. So let's say, for example, that my project number one
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is for my first YouTube uh let say YouTube video number 12 for example Now I have an Instagram video number two And there we go Usually since you are just getting started you might be seeing the blue cards that can be helping you to figure out where
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are the tools located. And into the left part, into the actual right part, we'll have the learned
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and get inspired. You can easily learn more and get inspired by exploring our learning center
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If you want to check that out, you want to hit into learn more. In this case, Let's hit into the X mark and now let's focus into how we can get started now
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As you can see into the lift pod, we now have a workspace. So if I click into Plus, it's going to be showing me a new item of my workspace
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So let's say, for example, that we can add all of this tasked for a specific month next month
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So let's say that I'm working for YouTube, Instagram and Facebook. If you wanted to, maybe you can import all the marketing of the YouTube project in one workspace
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and then another for Instagram and another for Facebook. In my case, I wanted to create my workspace for my company
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And here I wanted to get started with my project, which in my project I'm going to speak about
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let's say that instead of choosing this month, maybe I can change it for Instagram
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And where it says next month, I changed this for YouTube, and add a new group
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So here into my new group, let's go for Facebook, for example. And now even you can actually change
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the color if you want to. So usually YouTube does like a red color and Instagram does something
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like this or even more pinky, whatever. So I can just figure out which one fits for me the best
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Now, so this project we have just created, instead of just moving this, let's say I can select
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this one and I hit into Move 2, Move to a specific roof, which in my case, since this is Instagram
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I'm just going to leave this like that. If I click into an specific project. So let's say, for example, that I work into Facebook. I hit into Facebook video
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hit into Open It going to be showing me a little bit more expanded version of what I need to do into this specific project inside the actual Facebook group So instead of going into the updates files activity lock let focus into down here where you actually have the 3D dots
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minus subscribers, email preferences, export to Excel, copy item link, achieve, and delete
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We can add here our own team subscribers you wanted to. And get here into the X mark
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And later on, if I wanted to add more stuff about my work
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let's say, for example, I have just started, to work in here. I'm going to hit into update and my update is going to be appearing now in here
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so everyone can hit into like or not seen, not seen, they can reply. Now let's go for good for you
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for example. Let's go and hit into reply. Of course, going to be appearing here into the
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opposite side into my notifications. How many people have worked in here. So lastly, what I wanted to show
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you before you can just get started with your marketing stuff of your project, you want to focus into the
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upper side all up and hit into applications applications of monday can be helping you to make your
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free management marketing management a little bit more much more easier actually so if i wanted to get
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started with i'm going to hit into browse by category i'm going to hit into marketing and as you can see
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we have a lot of tools that can be imported into monday so maybe you don't know anything about all
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of these elements, but maybe you are familiarized with something, for example, FECMA, there's Shopify
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integrations, there's Nano. Of course, you wanted to focus into the one that has a free plan available
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Once again, you have to just make sure that you have a free boson and not a 30-day trial or like only
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a trial boson. You wanted to focus into a free version, like it's much more faster to use
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So now you do have your new elements to get started into your marketing
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quick summary of what you can do into Monday. Hopefully we can find you guys into another video
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So thank you so much for watching the video. Don't forget to like and subscribe. And well, if you want to take it out more about Monday, we will see you in the next video
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