There is nothing better than two of your favorite marketing automation tools working succinctly with one another – meaning you can continually optimize your efforts.
The most seamless integrations are those that integrate natively with one another. monday.com and PageProof’s two-way, native integration has a powerful range of features to aid collaboration when working with all stakeholders.
Let’s take a look at how teams can work even better together around creative content saving hours of time.
Create proofs of any file
Team structures differ in complexity, and stakeholders collaborate in a range of ways across creative campaigns. Both PageProof and monday.com offer flexibility to fit your team’s needs.
You can create a proof of any file type with the monday.com and PageProof integration. Images, presentations, emails, videos, and more. Meaning that you can gather feedback and approvals with ease – no matter what the creative campaign.
You also have the choice of whether to: create a proof in PageProof, or directly from monday.com. When creating proofs in PageProof, it is up to you whether you reference them to a board, group, or item depending on how want to keep your team up to date with the progress of approvals. From monday.com, you can create proofs directly from item attachments.
But the benefit of the integration goes beyond the simplicity that is added to your creative process. In fact, reviewing and approving work with PageProof brings marketing compliance to your projects with powerful features such as:
- Workflows to automate the flow of proofs through different teams, ensuring approvals in the right order
- Comprehensive audit trails and decision tracking
- Automatic detection of colors and fonts used in the artwork for brand compliance
- ColorSep™ to easily let reviewers check color separation plates for production compliance
You will love all the benefits the integration brings to your team – any file type, flexibility to match your creative process, and best of all features to ensure marketing compliance with ease.
Automatic syncing of proof information
Project teams can have a variety of stakeholders, and these stakeholders may require different levels of communication. The key to saving time on managing projects is to meet different communication requirements with ease.
The monday.com and PageProof integration has the ability to do just that. As the proof goes through its lifecycle, the integration means the proof information in monday.com is automatically updated without you lifting a finger. This is a huge time saver for teams reviewing and approving large volumes of work.
Another powerful feature that communicates key information in monday.com is the decision summary pill. This feature makes it simple to see when a proof is updated with a reviewer’s decision with the much-loved, easily identified decision icons from PageProof. And, you can effortlessly map what proof information you’d like to see to your item and sub-item columns too, keeping everyone on the board in the loop.
The ability to see your choice of proof information at a glance, is hugely beneficial to larger teams, allowing all stakeholders to easily see the project flow information they require.
Customize how you see workflow information
Marketing campaigns vary in levels of complexity. Meaning, that a number of workflows may be required depending on the steps in a campaign.
With themonday.com and PageProof integration, there is plenty of flexibility in how you see the proof workflow information in monday.com – a dashboard view, item view, and even a dashboard widget! Providing flexibility not only on how you work in your business, but also on how you work with monday.com.
Enjoy details of reviewer decisions in all views, and proof workflow information in the dashboard view. You can see at a glance details such as: how many steps the workflow has, what step the proof is up to, the step due date, and the name of the step too. Making it ingeniously simple to manage workflows, and see bottlenecks at a glance.
Automate your approval flow
We love the ability to automate segments of your proof flow between monday.com and PageProof. Saving hours of your time!
Every automation in monday.com has a trigger and an action. Meaning that a certain activity prompts something else to happen. There are both integration recipes and automation recipes.
Integration recipes are triggers specifically driven by changes in PageProof which can create items or subitems, and keep specified data in sync. Automation recipes are triggers that add further automation as a result of PageProof triggers – for example, when a proof is approved, move the item to another board and notify item subscribers.
There are a range of monday.com integration recipe cards to trigger an action when something changes in PageProof. The majority trigger items in monday.com when a proof is created by a user, or with a certain tag in PageProof. The other rules trigger an action when a proof referencing an item (or sub-item) on a certain board changes.
Examples include: adding a new proof as an item on a board when a PageProof user creates a new proof, or keeping certain proof data in sync with the item or sub-item columns as the proof moves through its lifecycle.
Simply go to the Integrations Centre in monday.com and search for “PageProof” to add a PageProof integration to your monday.com board.
PageProof offers two custom automation triggers in monday.com allowing you to create even more powerful workflows for your team. The most common usage for these are: notifications as the proof moves through its lifecycle. And, moving items to a different group, or board.
- When a proof reaches a status
- When a proof reaches a workflow step
An example: if the status changes to approved someone (or subscribers to the item or board) are notified via Slack, email, or a direct monday.com notification. Or, when a proof reaches the ‘legal team approval’ step, move the item to a different group or board.
Seamlessly design with the PageProof Adobe add-on
Marketers and designers often work very closely on projects together. So we love that themonday.com and PageProof integration creates efficiencies for every step of your creative process.
Designers who create designs using the suite of Adobe tools will love that with the PageProof Adobe extension when they create proofs directly from their Adobe apps, they can also create items automatically onto monday.com boards. Yet another time saver.
Another feature that all designers won’t want to live without is that you can bring in all the comments and markup layered over your Adobe files, making light work of change requests. Clear, concise to-do lists – a designer’s dream.
There are so many benefits of integrating PageProof with monday.com. From the flexibility of where proofs are created, automatic syncing of proof information between both solutions, customization of how you keep updated of workflow information, rules of how to automate your proof flow and notifications, right through to the ability for designers to leverage the PageProof and Adobe integration. We love how these let you fly through approvals on autopilot, and keep your projects updated along the way.