Insert a Monday.com board into a campaign page¶
Tip
Inserting iframes into a campaign page allows us to share a monday.com board/ dashboard with campaign contacts. Below is a preview of how a monday.com dashboard looks to a campaign contact when viewing the campaign page. Note that this is live, so any changes in the monday.com chart will automatically be shown in the campaign page.
Monday.com¶
1. 👆 Navigate to the relevant Monday.com board.¶
2. 👆 Click the three dots to change the share settings, then 👆 click "Share".¶
Warning
Your monday.com account will need the relevant permissions to change the board type to "Shareable".
3. 👆 Click "Copy" to copy the link under "Embed code".¶
Note that only part of this link will be used.
Active Steward¶
Warning
The prerequisites for this is to Create a Campaign Page.
4. In the campaign page inside the "Page Content" section, 👆 click "Insert" 👉 "Insert/edit iframe".¶
5. 👆 Click the "Source" field, and paste in the link copied in step 3.¶
6. ✍️ Remove all the text from this link that is not part of the URL. (Starts with https).¶
7. 👆 Click the "Size" field to set the size of the iframe.¶
"Responsive" means that the page will automatically adjust to fit the screen size.
8. 👆 Click "Save".¶
9. 👆 Click "SAVE AND RETURN".¶
Note that it may not load in this view, so check it loads in the contact view.
