monday.com for Marketing: A Practical Workflow Guide

Want to make your marketing efforts more efficient and effective? Mastering practical marketing techniques with the right tools is essential. Many platforms promise the world, but monday.com offers a surprisingly versatile solution for managing campaigns, tracking results, and collaborating with your team. Is it the only tool you’ll ever need? Probably not. But it’s a solid starting point. Let’s walk through setting up your first marketing workflow in monday.com.

Step 1: Creating Your Marketing Board

Sub-step 1.1: Starting a New Board

First things first, log in to your monday.com account. If you don’t have one, you can sign up for a free trial. On the left-hand sidebar, click the “Add” button (it looks like a plus sign) and select “New Board.” A window will pop up asking you to choose a template or start from scratch. For this tutorial, we’ll select “Start from Scratch.” Give your board a descriptive name, like “Q3 Content Marketing Campaign” or “July Paid Ads Initiatives.” Choose the “Main” board type for team visibility. Click “Create Board.”

Pro Tip: Use a consistent naming convention for your boards to keep things organized. For example, “[Year] – [Campaign Type] – [Theme]”.

Sub-step 1.2: Defining Your Groups and Columns

Boards are structured using groups and columns. Think of groups as the major phases of your campaign (e.g., Planning, Creation, Launch, Analysis). Rename the default “Group Title” to your first phase, like “Planning.” Add more groups as needed by clicking “Add Group.” Within each group, you’ll need columns to track specific data. The default columns are usually “Name,” “Status,” and “Timeline.” Click the “+” icon to add new columns. Consider these options:

• Status: To indicate the progress of each task (e.g., “Not Started,” “In Progress,” “Completed,” “Blocked”).
• Person: To assign ownership of the task to a team member.
• Date: To set deadlines.
• Text: For notes and descriptions.
• Numbers: To track budgets, impressions, or other metrics.
• Link: To link to relevant documents or URLs.

Common Mistake: Overloading your board with too many columns. Keep it lean and focused on essential data.

Sub-step 1.3: Adding Items (Tasks)

Now, populate your board with individual tasks. These are the “items” that live within each group. For example, under the “Planning” group, you might have items like “Conduct Keyword Research,” “Develop Content Strategy,” and “Define Target Audience.” Click “Add New Item” within each group and fill in the necessary details in each column.

Expected Outcome: A well-structured board that visually represents your marketing campaign, with clear phases, tasks, and assigned owners.

Step 2: Automating Your Workflow

Sub-step 2.1: Exploring the Automation Center

One of monday.com’s biggest strengths is its automation capabilities. Click the “Automate” button at the top of your board. This will open the Automation Center, where you can browse pre-built recipes or create custom automations. Automations work based on triggers and actions: “When X happens, then do Y.”

Sub-step 2.2: Creating a Simple Status Change Automation

Let’s create a basic automation: when a task’s status changes to “In Progress,” automatically assign an owner. In the Automation Center, search for “status change assign owner.” Select the recipe that best fits your needs. You’ll then need to configure the automation. The UI will walk you through it: select the “Status” column, choose the “In Progress” status, and then select the “Person” column to assign the task.

I had a client last year who was constantly forgetting to assign tasks. This simple automation saved them hours each week.

Sub-step 2.3: Setting Up Notifications

Another useful automation is sending notifications when a task’s status changes. This keeps everyone informed and accountable. In the Automation Center, search for “status change notify.” Choose a recipe that sends a notification to the assigned owner when a task’s status changes to “Completed.” Configure the message to include the task name, status, and due date.

Pro Tip: Don’t overdo it with notifications. Too many can be distracting. Focus on critical updates.

Expected Outcome: Automated task assignments and notifications that save time and improve team communication.

Step 3: Integrating with Google Analytics

To get the most out of your marketing, you need to stop guessing and start growing. To track campaign performance directly within monday.com, you’ll need to integrate it with Google Analytics. The easiest way to do this is through Zapier. If you don’t have a Zapier account, sign up for one. In monday.com, go to your profile settings and find the “Integrations” section. Search for Zapier and follow the instructions to connect your accounts.

Sub-step 3.2: Creating a Zap to Track Website Traffic

Now, create a Zap in Zapier that triggers when a new item is created in your monday.com board. The action will be to retrieve website traffic data from Google Analytics for a specific URL. In Zapier, choose monday.com as the trigger app and select “New Item.” Connect your monday.com account and choose your marketing board. Next, choose Google Analytics as the action app and select “Get Page Statistics.” Connect your Google Analytics account and configure the action to retrieve data for the URL associated with the new item in monday.com. You’ll need the URL to be stored in a specific column on your board.

Sub-step 3.3: Updating the monday.com Board with Analytics Data

The final step is to update your monday.com board with the data retrieved from Google Analytics. Add another action in Zapier to update the item in monday.com. Choose the “Update Item” action and configure it to populate columns on your board with the website traffic data (e.g., page views, bounce rate, session duration). You’ll need to map the data fields from Google Analytics to the corresponding columns in monday.com.

Common Mistake: Forgetting to map the data fields correctly. Double-check that the data is being populated in the correct columns.

Expected Outcome: Website traffic data from Google Analytics automatically displayed on your monday.com board, providing a real-time view of campaign performance.

Step 4: Visualizing Data with Dashboards

Sub-step 4.1: Creating a New Dashboard

monday.com dashboards allow you to visualize your data and track campaign progress at a glance. Click the “Add” button on the left-hand sidebar and select “New Dashboard.” Give your dashboard a descriptive name, like “Q3 Marketing Performance” or “Paid Ads Overview.” Choose the boards you want to include in the dashboard. Dashboards pull data from multiple boards, so you can get a holistic view of your marketing efforts.

Sub-step 4.2: Adding Widgets

Dashboards are built using widgets. Click “Add Widget” to see the available options. Some useful widgets for marketing campaigns include:

• Chart Widget: To visualize data trends (e.g., website traffic over time, conversion rates by channel).
• Numbers Widget: To display key metrics (e.g., total budget spent, number of leads generated).
• Battery Widget: To track progress towards goals (e.g., percentage of budget spent, percentage of leads generated).
• Table Widget: To display data in a tabular format.

Experiment with different widgets to find the ones that best suit your needs. For example, a chart widget can show website traffic trends, while a numbers widget can display the total budget spent. Configure each widget to pull data from the appropriate columns on your monday.com boards.

Sub-step 4.3: Customizing Your Dashboard

Customize your dashboard to make it visually appealing and easy to understand. You can rearrange widgets, change their size, and adjust their settings. Use colors and labels to highlight important data points. Share your dashboard with your team to keep everyone informed and aligned.

We ran into this exact issue at my previous firm. We had all the data, but it was scattered across different spreadsheets. Dashboards solved that problem by bringing everything together in one place.

Expected Outcome: A visually appealing and informative dashboard that provides a real-time view of campaign performance and helps you make data-driven decisions.

Practical marketing means using the right tools effectively. monday.com, when combined with integrations like Zapier and Google Analytics, can be a powerful ally. A recent IAB report found that businesses using workflow automation tools saw a 20% increase in marketing efficiency.

Considering actionable marketing strategies can further enhance your campaign’s success.

To truly stand out online, consider how monday.com can streamline your brand-building efforts.

And if you are in Atlanta, you can explore how hyperlocal marketing in Atlanta’s suburbs could boost your ROAS.

Stop letting your marketing campaigns get lost in spreadsheets and endless email threads. Take the time to set up a practical workflow in monday.com, integrate your key tools, and build dashboards to monitor performance. The payoff in efficiency, clarity, and results will be well worth the effort.