Very much. Welcome to tonight's webinar. That fourth part to the build with Us series. Uh, today I think Thomas have planned something around marketing. Well, -that that's true. -That's true. So let me let me remind you guys what we actually did do. And I I'll show you here with one of the online doc views. So really nice, easy way of keeping reference stuff inside of monday.com We have talked about sales and marketing and like managing an opportunity, having the company and context registry and how we manage that process. We talked a little about the portfolio overview and the projects. We even did two different examples of it. I if I'm not mistaken. So today we're going to start moving in this direction with marketing calendar, campaign strategy, intake, production probably won't talk about the digital, uh asset management part today. Uh, and uh, if we have time, we'll go all the way to workload. So we'll see how much we get to cover. But the idea is that you're going to be market focus for today, right? Uh, cool. So, uh, let's do, -uh. -Let's find the right board. I'm going to say, as I usually do, feel free to shoot any and all questions in the chat. It's completely open. And that's my job here tonight to try to monitor, uh, your questions and try to purvey them to so much because he can't actually see the chat while he's working. So. Uh, a new little nice, uh, folder, let's call it, uh, marketing. And we will start with a new board. Uh, we, you know, us, we always like to work from scratch. And I want to make the campaign. Overview. Right. And since we every item will be representing a campaign, let's use the taxonomy selector here and actually go with campaigns. Right. Let's create the board. So obviously like we've done in all the other parts, we will not be focusing on individual columns because what kind of columns you decide to have in your campaign overview is totally up to you. And we don't we don't want to focus on the details so we can actually start showing this from a bigger perspective. My favorite part is always deleting one of the groups and just I don't know why, but I prefer to always delete all the columns so I can feel like I'm in control. I get to start on a fresh paper, right? That's that's always how I use. Yeah. So my carte blanche, this is how. About the columns? We could just say it's like what you choose to have when it comes to pure data. That's just the meta. It has to do anything with the functionality really. It's just metadata added into into the functions basically. Right. Yeah. Exactly. Exactly. So obviously we're going to add some of the columns. So let's go in and add a person column. Uh this would be the project manager or campaign owner or whatever we want to call them. Uh, let's make sure that we have some kind of timeline. And this would probably be, uh, uh, window, the the window where it's, like, live, right? Uh, probably like that. Uh, let's, uh, let's add a drop down. All this maybe channels. Right? So what channels do we want to show this in? We want to go with Facebook. LinkedIn? Uh, yeah. Thank you. And, uh, the reason why I'm choosing to do this in a dropdown column is to allow us to have multiple selection. Uh, if I were to do this in a status column, I could get really nice colors, but then I cannot show a multi channel dropdown. Same thing. It said one channel port. Let's say we have multiple markets, right? Do we want to do a country column and have one country per campaign? Hmm. Most likely not. Because if you run a campaign, you probably run multiple countries for the same -campaign, right? -Yeah. And the only thing that really usually changes is the language of the copy, which you do within the campaign. Still the same campaign. Yeah, exactly. So let's go with the SE, NO, uh, DK, UK just to, uh, ge make the everybody feel welcome. Cool. Did I miss anything tonight? So just to give some some context to the country. Right. And the good thing when we use the dropdown column, uh, if we choose to, to sort something based on the dropdown column, we do get the same campaign counted in all in all the dropdown variables. So that's, that's the good thing with using the dropdown we need anything else from a demo perspective of course. I mean we could add stuff like uh budget. Of course we could have a bunch of let's do euros, we can do a bunch of number columns and say like, uh, expected reach or whatever we want to do. Again, this is not important. So let's say, uh, we put in like 50, 50,000 in reach over here. I think we're gonna hold here on the columns. This is just so we can start getting some data in. Then we do a file column for, uh, brief. You see that this group is called new requests. That means that we probably have, uh, another group of, uh, ongoing in production. Let's do another one, which we call. Have you seen this new button here? Add new group. It's so nice. Just always like a new feature when we get to these webinars. monday.com's releasing stuff in such a high pace. Uh, live and, uh, let's call it, uh, finished. Right? Something like that. Would that work for you, Fredrik? Mr. marketing? Yeah, that will work. Yeah, just as long as you give me something so I can reuse it. So you have me. Give me an evergreen tag. -There we go. -Thank you. -Quickly sorted. -Yeah. You know, there's so many good use cases for checkboxes, and I never have any good examples where we're at these webinars, but I think the checkbox is actually one. Yeah. Yeah. This is probably one of the times where, yeah, this is really a good one because, uh, you don't want to have it in that main kind of status, which depends on the grouping, because it might be, uh, it shouldn't be in its own group, because if it's finished, it's finished, and then it's just an evergreen, so then you can go for it. So this is actually a really good place to use the checkbox. Yeah. So I actually I forgot one of the most important ones uh columns here actually. So let's have a status probably we want to have it move. Uh. Let's do a boring Brown review. Love. And let's make a black -Kelvin. -That would make the text on the -production. Thank you. -Here we go. And we all know how we make automations to move things between groups. We already done it in the other webinar, so I won't be wasting the time on that. Uh, I think you can check out webinar, uh, the first -one if you haven't seen it. -Yeah. The only thing that's happened between then and now is that you can actually duplicate automations, which makes it a heck of a lot quicker. So that's just, uh, shout out. So guys, when you get in there, you can actually now click on your automation and duplicate it so you can do it. Okay. Yeah. So now we actually have our campaign overview right. This is our campaign overview. As we are alluded to we actually have new requests meaning we do have an intake. So uh, let's say that we add a view and let's add the form. So this would be our, uh, campaign intake. Bring all your good and less good ideas. Right. And then keep in mind we can rename them. So. So what do you call your idea? Do you see? This looks a little different. So we we used to have a bunch of other settings here. So we have required a form has actually gotten a really nice overview and overhaul. And you see what it's mapped to. It's such a nice little thing that is here is uh uh actually uh, really awesome. Now we're not going to do it, but now we have the ability to add conditions. So if this alternative is checked then you can have additional questions that are guys, uh, belonging to that. But we're actually going to hide the status because we don't need it. Campaign. Uh, window. Uh, this is going to be required channels. Uh, you might not know. Uh, so guess again. Right. And so right now it's just, uh, it's on, it's on. No, it's a no. It's on. Yeah. Okay. And let's do a, uh let's do a, uh, condition just for the fun of it. Right. So if you select YouTube, then add a new question. Do a numbers column and say how many seconds? Long video. Doesn't happen just to show off the conditional coughing here, right? Yeah. Um. Like that, right? Country show budget. Definitely show the budget. And I think they're going to add to numbers that we can start doing conditional on that. Imagine being able to do thresholds. So if more than x if lower than x so that that's that's going to be a really, really, really nice uh thingy. Right. Uh this one will hide. So it's now same thing as always. Group goes in here success messages. So do you want to include an update session? No. Include name session section. Yes. Let's preview this form in another tab. And let's go back to the main tables. We can let's delete this one. And let's fill out the form together just to make sure we always need to make sure it works. Um, it's ultra campaign. It will start, uh, on Monday next week and it will run all of February. So the channels are Facebook channel is Instagram and the channel is YouTube. Now we got the second question. -Right? -Yep. I actually put in the Facebook and YouTube. Oh, yes. I forgot I was sloppy there, but as you see, it comes when we checked it. So you have conditional, uh, dynamic form alternatives on status and dropdowns. So this would be a 92nd one. Let's be nice to Michael. It's not too much editing. Same thing here. We since this is a Uber campaign we want to have all the countries. Our budget. Nothing compared to reach. -A lot. -A lot. You know, this is funny because this this looks more. -Yeah it does. -So although I can add a file now but let's not because when I add a file it will ask me for my uh, uh, harddrive file. So let's just submit because in this example we actually we manage debriefs internally. So here we are. It's a new request. Let's make sure that we we probably want to make an automation as well. So when an item is created um. Assign a team. Marknad. That's our marketing team as the thing we create, because then all the projects will be paying for all of us. And then we can replace and complement that with a person, or we can always remove the initial team as well. So now we can start reviewing this and when we want to instead you know what we can start doing Monday docs for for our campaign briefs. Right. So this is a really good way of keeping everything in in-house. Um, if we don't have an external brief. Uh, we already covered the monday.com docs in another webinar, so I'm not spending any time on that either. So what now? What we have is a really cool like campaign overview. We have an intake. We can approve it. We can review the budget. We could easily build in some kind of approval process with additional stakeholders and so on. Right, Fredrik. Yeah. But but the basis they're not. And maybe we want to do. Yeah. So maybe we're going to do a little nice little uh, how about having a Kanban view, uh, to better see what's being managed. And we can access and and work with everything from here. You know, the good thing with the Kanban view is we can keep dragging it and it changes. I think this is a good spot. This is a good spot for campaign overview. I don't think we need to overkill it. And, uh, strategy brief or or, uh, campaign brief. You know, it can look any way you want. If you don't want it as a file, you could make sure that you collect all the metadata of the brief in its own dedicated columns as part of the form, if that's something you want to be able to reference and use in the work. Cool, right? Yeah. Perfect. So let's, uh. So let's go on and let's make a content production board. Let's keep it that items that worked pretty well. So this is this is where we can go nuts and we can create so many, so many awesome things, right? Uh, so we can do, uh, let's say. And type. And this would be, uh, right now we are on content, meaning that we don't want to have multi selection. Right? So we have, uh, video. Facebook post. Blog article. Right. Just stick with those free for now. Yeah. I mean, and, you know, you can go up to 40 in there, so it's just as creative as you want to basically. This would be. Let's add another one actually. And let's make it image. So this will be, uh. And the dimensions, if we want to have an image. What else can we put in here? We can put in, uh. Yeah, for the copy. -Right. Yeah. -Uh, and for those of you who don't know, that's it for SEO purposes. At times you actually want to specify in arrange in where you want to -be. Mm. -Yeah. So word count. That's good. Let's make this into an image. Let's make this into a blog article, and let's make this into an image as well. So this would be 900 by 400. This other one would be uh, 800 by 1200. Uh, we want to work out of 3000 words. So rather large, large, medium, large sized -article. -Okay. So probably pillar content. Okay. We can then do priority. I want to spend a little time talking about priority in how to work this budget. So let's first start with like who's in the the producer. And let's do a date column for deadline. Because I want to choose the date column for now. So let's put me in for all of these. Okay, do. There's some really cool stuff we can actually do here. Uh, so working on it. Perfect. So I want to show you something. That's that's actually, I don't know if this is a very well known work around, uh, but I love it. It's part of, uh, our trademarked productivity bill. So let's use the time reporting column. Time track can track that. There you go. Thank you. So let's make a quick automation when, uh, status. Changes to working on it. Start time tracking. Create automation. Let's do another one. When status changes to something. Status changes to done. Stop time tracking. And let's do this one. Create automation. Perfect. Let's start all of them. Now, now this is this is another way of doing it. So let's say content category. This might seem really weird what we're doing right now. So give give me just like five minutes and I'll show you the benefit of what we're doing. Well, while I'm setting this up, Fredrik, please help me by thinking of a few content categories. You can give me the name of those as soon as I ask for them. Yep. -Ready to go? -You copy from me? I'm matching you right here. All right, let's hold here. Perfect. Yeah. Oh. -You're matched. -Cool. So now we actually, for some weird reason, we want to use the connect board and connect select board and connect this to a content production board. We want to make that two way connection. Connect board. And when we go back to the content production board, now we have two images. So this will be an image. This will be an image. This will be a blog article. Right. So this would be just to be super clear. This would be instead of the status column. So you do one or the other of course. But what we now do, we, uh, make a little nice little thing here and we, um, I, I'm, I'm so happy I thought of this. So that's why I'm giggling to myself. And let's show the time tracking. Well, now, remember this back in here. Content. And let's mirror the time. Time. Hang on. Give me a second here. So we want to connect. What is happening here? Stop this! This is time tracking. This is time. Thank you very much. This one should be time. Time. Okay. Yeah, right. I remember what I normally do. We do a formula column here. So this is, uh, this is a very, very big, uh, workarounds. Right. So that would be divided by 60. And that will be minutes now, right? Yeah. So we should now be able to mirror that formula column. And let's do average. -We have some where we have average median. -It's going to be the same because you -store them all at the same time right now. -So yeah exactly. This is the estimated time for that content category. So if we say we now let's go in and let's let's add some work sessions. So we actually see what I was trying to do. So let's add another session to this one here. So now we actually have this task here to two hours and three minutes it's image. And now the average is 128 minutes which is a really crappy way of looking at it. So let's let's make it into our. Can you, uh, round up parenthesis, comma? Two decimals. So now we have an average of all of how long does an image take based on our completion. So this would be then these three projects here would be done. Right. And that will probably be uh, let's add that group. Let's add a done. Let's move them to that group. With the group. I wish my keyboard was voice controlled sometimes. Uh, yeah, I'm actually having a look into that if we're going to buy that. Okay, cool. So I'm going to remove the status column because I want to continue this way. So Fredrik, help me because I know this. Am I making this clear. Like let's add if I add a new task, will this be clearer than we say? So this is uh, uh, Facebook uh header. The content category for Facebook header is an image. And now I instantly know it's going to take two hours and 12 minutes on average. Right. And that's what I need to know. Yeah. Basically because the other other way you have to do it is basically doing by a pure formula column and then programed to, uh, the status, uh, doing the same thing. But then you have to update it manually and it won't take into effect the actual actual work you do. So this is a neat way of having it up to date all the time. Uh, as an actual average on on what you're doing. And then but then, of course, if you have those one offs where this image took us five days, yeah, that would screw you up. But then you can remove that connection and it will instantly be gone. So the only thing you need to -keep a lookout for really. -Yeah, I think that's I really appreciate those clarification because this is actually a really like I think this is a very powerful function because what we how many people does not approach money and say, oh, I wish I could get an average of all these tasks as an estimate so I don't have to sit and estimate the time. That's exactly what we're doing. Like Fredrik said, we could have done a formula on the status column, but then we would have had to say that this task will take this much time. This task will take this much time. Now we're getting a self-learning system based on us. All we need to do is be really good saying, you know what? I'm starting this task now and I'm done with this task. And this is, uh, obviously this is knowledge based work. So the content production, we're not expecting this to span multiple days. This is something that we're supposed to be able to do two, three, four different items in a day. So that's why the time estimate is -super important. Yeah. -And from a planning purpose and from someone who's been working with sales and marketing for, for bit of a time, uh, if you are planning that this should take you two weeks, then you should probably replan, because then you need to break it down to two parts, because that's not efficient planning. Yeah. So I when I can I usually have a rule that one one task should never succeed one full days of work. And preferably I usually say preferably like half a day. But I find that a good measurement but one day would work just is fine. But when you go into at least two days. Yeah. Okay. -Good. No. -Yeah. And the good thing here is that if I now add a workload to this board. So what happens is that I have everything basically drawn out with just the correct settings of the workload. So item deadline, resource times, person effort. And that would be the estimated hours. I can actually do this as hours. I set my weekly capacity to 40 and I'm good. Now I can zoom in today and I can see exactly that. My how my workload is doing based on what I have over here. Um, now you can thank Thomas everyone for how you got an automatic time estimation service. Exactly. So every time we do something, let's say that we this one here, uh, let's add a session. It lasted from 12 to 5, so that's like I. -Put it over a week. -Yeah. So can we do it now? Can you accept this, please. Thank you. So that's a five hour window. Right. And let's. And now let's move it down to Mark. You see the estimation for image is now 7.12 hours. And let's say that we we duplicate this little, uh, baby down here. I duplicated the blog, of course. Uh uh, let's let's make sure that we duplicate an image. And instead of two hours, let's actually remove one of some of the work hours. And you see so the the estimator will update. Uh it does have some caching. So but it, so it won't be like super uh live. And let's go back to the workload widget. So this is a good way of looking at it. We can take this item number three and move it around. We have a very good idea of how we're actually positioned now. And you can have as many categories as you need over here. Uh, you will have the averages. You will have everything related that you need, and it will keep updating as you progress, as you work on everything. This is a it's a pro tip for the content production team. Yeah. So from now we have in like 35 minutes we have build uh really basic campaign overview that campaign overview. We can have an intake with a form. What we haven't done is an advanced approval process with statuses because that's that's busy work, right? It takes a lot of time to set those up. So that's why I skipped it. We did a content production overview and what we want to do probably we want to make because the people here will be specialists. Right. So let's say um image and we have an active filter saying if the content category is image safe to view. And then of course let's remove the unnecessary columns. Right. So we have a clean view for images. We have the same for blog and so on. Let's make another one. For example, for the blog let's duplicate. Blog filter this on blog instead. And obviously we want to hide other columns here. Cool, right? Don't forget to hit save. I did that for. Yeah. This is a really interesting way we can add to this if we want to. From a management perspective, uh, you can also add like priority, right? One easy way of adding priority is rating. Rename it priority. And now we can say like, is this high priority, medium priority, low priority. And then we can use that together, right. So and we could. I've actually have an example of how we have taken this priority and built it based on impact and effort. And we get like a priority number that also calculates the estimated time based on the deadline. So the closer you're getting to the deadline, the higher it increases the priority. So you can basically have a view where you filter on the priority formula. Cool. Uh, uh, anything else we should cover, Fredrik? We, uh, let's look at the, uh, plan to see where we stand right now so we can check it off from there. Yeah. So. The idea was that we were going to talk about, oh, we haven't done the marketing calendar. So that's really good campaign strategy intake, production. Uh, we done intake and production. We can actually go as far as well and connect the campaigns to the production. So we could do a connect to board to our content production. Uh, we. No, don't need a two way, actually. Uh, do we know? Uh, not if you want to reuse your content. And. Uh, yeah. Let's not do to wait for now so we can then go in and say, for Thomas ultimate thingy, I need, uh, these two content thingies, and let's make sure that we, uh, have a mirror. -And let's mirror the status. -So we see them how they're doing. -Right. -We could, uh, it's quite easy to actually for the campaign overview. We actually should have done this two ways. Let's delete it. It's a great column. All labels. Let's connect some items. Perfect. So now I actually want to see what we can do in a dashboard. Marketing overview. For a calendar. The campaign overview and the content production done. Let's go with a Gantt view. The new widgets and how they're working is really, really nice. Um, so we want to have the campaign live window, the deadline. Uh, let's group by, uh, connect to board. Oh, yeah. Did I get my. There we go. And it's also mirrored in the the deadline from these items. Content. Let's do that. Date. Deadline. Cool. Now, we should probably have all we need to see how we can configure a nice little, uh. Uh, so do we want to do it like this? Let's see. Connect to board. Let's do it with the campaign. And unlabeled by and let's call it name. Uh, yeah. That works. The view settings. Color by let's color it by status. Right. That's that's always nice. It's the best way to really see where it stands. And and -and if you're gonna. Right. -Yeah. So we have two ways of doing this now. So let's let's actually in this first one let's remove this. Um so I have in my campaign so settings. So we can either have this on campaign. So we see the one big ultra campaign or we go in and we set it so that the deadlines for the different campaigns that we see, what are the deliverables that we want to -have within those campaigns. -And that's probably two different calendars for you anyhow, because at least how I set up in our workspace, it's I have one which talks about production. When are we actually producing the content? Then we have one that actually describes what is live or when is the plan to be -live. -Um, so what you're saying is basically let's duplicate this and talk about campaigns in -a second one. -Yeah, that's at least how I do it, because I do want to differ between this is when they're planned for and this is the work we have to design. The first one is what I need I need to hustle. Yeah. And that works pretty well. So we can see from Thomas Ultra campaign we have three deliverables. These ones are not connecting to a campaign. Uh, which is also fine. Uh, and then we have something else. No. Exactly. And that's, that's what we actually have. If we talk about this for a second, this content production, what we actually have done is we have done a content production that can have a form for individual content production request on its own. And we can also have campaigns generating content items. Yeah. Since you get a bit of a repository really. So if you're good with your naming conventions and your contract production board, you can actually add campaign can reuse old already produced content as well with ease and just connect it into -a campaign. -Yeah. I do have some some error here. That's that's bugging me. -Um. -Because the formula is actually correctly counting this. Uh, I think if you. If you have. Yeah. So I think you need to actually put in the, uh, there to divide by the number -of, uh. -Yeah. You're absolutely right that that was almost, uh, uh, ridiculous. Uh. Thank you very much. So let's divide this by column connect. And now we can count it. Yeah. There we go. No thank you. I knew I did something wrong. I was like, should I just hide this? No. I want people to actually walk away with the right experience, so I didn't want to hide it. So yeah, now we have the right estimations. So now you can start. Imagine how cool it is to automate like this. This is I think this is actually the biggest takeaway of this webinar. And if you guys want to, we're actually planning to do a webinar about how you can manage knowledge based work. So knowledge based work is coding, HR, legal, anything. That's where you basically do the same thing but differently. Each time what you do, you can categorize the tasks quite well. So let's take H.R. For example, if I am to issue an employment contract, I don't write the whole contract from scratch. So I it usually takes roughly the same time. Even if it's an individual, it's an individual name. There's an individual salary, there's individual benefits. But it will roughly take me the same time. So um, a worker category in that case would be employment contract. And then we will know exactly after doing it for a while, let's say we've done 20, 30, 40 employment contract. We will have a really, really strong estimate of how long time it takes. And you can really combine that with a strong priority system. So I think we should actually do that as a webinar for to show people. I know we had a lot of clients that love this. It's it works as a challenger to sprint -planning as well. -Yeah. And and actually you can pull all kinds of data because you can quite easily offer that fact. Also see who is faster than the median and who's lagging behind a bit. Yeah. And and as an old HR person, my favorite part about this is that we move from a push to a pull system. So instead of telling people what to do, we present a bunch of tasks and they will pick the one that fits in the rest of the workday, and they have the skill for it because the the list will always be prioritized anyways. But that's a really good feature webinar, I would say. Yeah, but with that, I think we actually covered everything. And I'm sorry for the mix up with the formula. Really good. So let's open up this formula again. So we have we're rounding this down to two digits. That's the two here. We're fetching the time. We're dividing it by 60 by 60. You can probably make this a lot smarter. But I wanted to make it clear you could make it. You can move it to hours in in one division of course. And then you divide it by the content production count. Ergo, how many times does it exist? So we have our, uh, an average of eight hours, or we have a total of eight hours over four items. And that's why we have around two hours here. Cool. Is there something you think that we should cover in the last minute? Or at least what we should tease for the next session? What do we want to -do for the next session? Fredrik? -Where do we want to go? I actually, I think H.R. Might be a really, uh, nice job because it has been highly requested in a lot of times. It. Yeah, sure. But I think I would probably go HR because I think it's rather fun. And I have been talking a lot of HR and. That's actually good because then we can also show that the case management methodology that I just discussed and enhance on what we just did for the content production. -Yeah. -So we'll talk about onboarding off boarding and uh, personnel directory and, -uh, HR case management. -I guess with that, uh, thank you so much for today. And thank you, all of you who came. And thank you to all of you listening to us on YouTube later on. Thanks for watching. If you like our content, remember to subscribe.