Boost Your Productivity: Using Email Templates in Monday.com скачать в хорошем качестве

Boost Your Productivity: Using Email Templates in Monday.com

Learn two methods to master email templates in Monday! Customize emails manually or automate them effortlessly. Comment and share your thoughts! CHAPTERS 00:00 Introduction to Email Templates in Monday 00:21 Manual Email Templates: Step-by-Step Guide 01:22 Creating and Using Email Templates 02:06 Challenges and Tips for Email Templates 04:30 Automated Email Templates: Setup and Execution 08:17 Final Thoughts and Conclusion CLICKABLE & SEARCHABLE VIDEO TRANSCRIPT HERE https://share.descript.com/view/COGZb... SUMMARY Introduction to Email Templates in Monday Overview: The video introduces viewers to the concept of using email templates in Monday, showcasing two primary methods for email creation—manual and automated. Prerequisite: It emphasizes the need for using MondayM for sending and receiving non-automated emails, as Monday Work Management lacks access to the emails and activities widget. Creating Manual Emails Using Templates Email Templates Setup: To create an email template, you start by opening an item in MondayM where you can utilize the emails and activities widget. This setup allows you to associate an email address with the item to effectively track and manage communications. Customization with Column Variables: Manual emails can be customized using column variables to automatically populate the draft. However, challenges like inadequate column naming and absence of preview functionality are highlighted as limitations. Automated Emails in Monday Automation Configuration: Automating emails involves setting up triggers like status column changes. The process entails selecting the correct conditions to ensure emails are sent to the right column. Using Automation to Avoid Errors: Automations help prevent accidental email sending. By updating a status post-email dispatch, the risk of duplicating email sends is minimized. Additionally, automated emails appear in the update section rather than in the emails and activities view, offering a systematic way to track them. Conclusion Summary of Process: The final section recaps how email templates, both manual and automated, can efficiently incorporate column variables for personalization, emphasizing their practical application in Monday. Recommendation: Viewers are encouraged to integrate these email functionalities into their practice to enhance efficiency and communication management in Monday.