monday.com Review

• Monday.com is workflow management software that helps businesses organize and assign tasks, plan campaigns, and schedule content.
• Monday.com offers multiple benefits to companies managing email marketing campaigns, like versatility, ease of use, and customization.
• We found that monday.com is the best software solution for email marketing campaign management.
• This article is for small business owners who are considering monday.com as their email marketing software.

Creating and executing email marketing campaigns isn't just about short-term targets; it's also about cultivating an ongoing relationship with your audience. Email marketing campaign management remains an important part of the digital marketing mix and a useful tool in a marketer's toolbox.

Monday.com is a popular and versatile work management tool marketers can leverage for email marketing campaigns. Using monday.com, users can develop an automated experience that streamlines all of their team's campaign tasks and schedules content accordingly. The platform offers the ability to plan, execute and monitor email marketing campaigns with a drag-and-drop workflow builder, among other helpful tools, making it our pick for the best email marketing solution for email marketing campaign management.

Monday.com Editor's Score: 80/100

Why monday.com Is the Best for Email Campaign Management

Monday.com is a collaborative platform that allows sales and marketing teams to strategically brainstorm, create, edit and send email marketing campaigns. It has a well-regarded customer service team and the functionality to help small businesses grow. As a popular task management platform, monday.com offers easy tracking of email marketing campaigns and all the necessary tasks required to prepare for a send. Multiple team members have access to all active projects and can see exactly where in the process each project is and who is responsible for the current step.

Source: monday.com

Pros

• Monday.com's wide selection of templates, helpful features, campaign management and automation propel marketing teams toward their goals.
• Monday.com is among the best on the market at fostering seamless workflows and collaboration.
• Monday.com offers a 14-day free trial, and paid plans start at levels suitable for small businesses on a budget.

Cons

• The software could have a steep learning curve for users who have no prior experience with project management tools.
• Monday.com sends out a lot of email notifications if individual users don't take the time to set up their preferences.

FYI: Monday.com offers hundreds of templates and features to ensure your process and emails can be unique to your brand.

Usability

While its user interface is relatively easy to navigate, monday.com has its complexities, especially for beginners. We found that adjusting to the system takes time, as there are many features and integrations to configure when you set up your account. For instance, there are numerous templates to choose from and tools to sort through. However, we quickly resolved this issue in our review as we became familiar with the software through trial and error, and there are some training videos that explain how to use certain tools. 

In terms of customization, monday.com is exceptional. We like how the software allows you to personalize any template you choose for email marketing purposes and to automate various processes for campaigns. We also found effective tools for email retargeting campaigns, an important tactic to stay in front of audience members who have interacted with your brand before.

Our testing also found that monday.com integrates seamlessly with other platforms and offers many data-powered tools to keep your information organized and up to date. Great for overall work management, monday.com is especially useful for email marketing campaign management.

Source: monday.com

FYI: Monday.com offers excellent customer service should you need clarification or assistance or with any part of the software. In our experience, a simple email yields an almost immediate response with detailed instructions and an invitation to speak further.

Monday.com Features

Monday.com has many features that make it a great choice for an email marketing campaign management solution.

Campaign Ideas and Requests Board

The campaign ideas and requests board records all campaign initiatives throughout their life span, from ideation to fulfillment. This includes all requests for client emails, both those that are still incoming and those currently in progress. This board is especially helpful if you have various teams and departments that require multiple emails to go out to your target audience members. Team members can add requests with detailed information, then managers can approve them before moving them to the project list. 

Source: monday.com

Forms

The Forms feature of monday.com streamlines all requests received from both internal departments and external clients, making sure they're all reviewed in one location. The form includes the email name, category and other details needed to explain the initiative. It offers questions as prompts to help you fill out the necessary information and can then be shared with the team or embedded on your internal website. Anyone with access to the link can fill out the form and submit it to the board as a new item to be reviewed.

Workflow Automation

There are many steps involved in email marketing, many of which require significant time and effort. Through monday.com's marketing automation tools, you can cut down on the manual work you have to do when handling requests and updating campaign progress. Examples include triggering notifications to involved parties and automatically updating the status of a request.

Source: monday.com

Campaign Status Board

The status board allows you to track and review the progress of tasks and your email campaign strategies. While this is a common feature for work management and email marketing platforms, monday.com's Campaign Status board organizes campaigns into groups (upcoming, sent and stuck) and various columns (people, status, date, numbers, formula, etc.). This allows you to go into great detail for a more insightful and organized experience. 

Data-Powered Tools

Monday.com uses your data to create powerful tools like a calendar view, which maps out all of your tasks and campaign dates in an interactive calendar. There is also a chart view and workload view. The chart view breaks down data from your board into a chart so that it's easy to read and review. For instance, it breaks down requests by priority (high, medium or low) and status. The workload view, on the other hand, helps you identify if anyone is taking on too much work or if someone has more free time and space on their to-do list to pick up extra tasks.

Email Integrations

Monday.com offers multiple email integrations that allow users to send, receive and track emails from within the platform. It syncs with Gmail and Outlook – two of the most popular business email clients – so you can manage communications from specific items on your monday.com boards. In addition to being able to compose and send emails, you can set up automations to send emails when certain actions are taken on your boards, such as updating an item status, or after a certain period of time has elapsed since an action.

Additionally, monday.com integrates with email marketing tools like Mailchimp so you can keep your mailing lists up to date and get valuable data about campaign performance within your boards. You have the ability to set up automations, such as adding contacts to your Mailchimp lists as you add them to your monday.com boards and creating action items on the board when subscribers take an action from your Mailchimp campaign.

Key takeaway: Monday.com's automation tools enable you to focus on the tasks that require more creative insight, increasing collaboration and efficiency within project teams.

Monday.com Pricing

Source: monday.com

Monday.com's pricing factors in the number of people on your team, tier of service and length of commitment. It offers a free trial for 14 days with no credit card information required, but afterward, you must invest in one of its plans to continue using the service. Monday.com features an individual plan (free forever for up to two users) that includes a clipped version of the basic plan with no automation and limited integrations. However, the free version likely offers enough capabilities to help you determine whether monday.com is the best tool for your team. [To learn about another email marketing solution with a low-cost plan, read our review of Constant Contact.]

Plans are billed annually and include different features based on the level of service you choose.

• Basic: This plan costs $8 per user per month. It allows you to manage all your team's work in one central location. Features include unlimited free viewers, 5GB of file storage, prioritized customer support and the ability to create a dashboard for one board.
• Standard: This plan costs $10 per user per month. It provides tools for collaboration and optimizes your team's processes. This plan includes all Basic features, plus timelines and Gannt views, calendar view, guest access, automation (250 actions per month), integrations (250 actions per month), and the ability to create a dashboard that combines up to five boards.
• Pro: This plan costs $16 per user per month. It streamlines and runs complex workflows, freeing up more of your time. This plan includes all Standard features, plus private board and documents, chart view, time tracking, formula column, dependency column, automations (25,000 actions per month), integrations (25,000 actions per month) and the ability to create a dashboard that combines up to 10 boards.
• Enterprise: You have to request a custom quote for this plan. It offers enterprise-grade features like tailored onboarding and security and governance. This plan includes all Pro features, plus enterprise-scale automation and integrations, enterprise-grade security and governance, advanced reporting and analytics, multilevel permissions, tailored onboarding, premium support, and the ability to create a dashboard that combines up to 50 boards.

Setup

Once you sign up for an account, you can start a free trial or choose the plan that best suits your company's needs. You'll have to decide how many of your team members you'll add to the software, the level of service you'll require and the length of your commitment. 

The setup process can be a bit confusing, as there are many details to work out. First, visit your profile page, click the notifications section and choose which updates you'd like to receive by email; you'll be bombarded with countless emails otherwise. Then, start inviting members of your team to join you. Remember, you pay for the number of users you have, so invite only those who will be directly involved in these processes. For instance, if you'll use monday.com for email marketing campaign management instead of companywide projects, you'll likely need to purchase seats for your marketing department only.

Then, you can start creating templates or choose from existing ones and customize them. This might take some trial and error, and you might need a few weeks or even months to organize your account the way you like it. However, setup is relatively easy and straightforward.

FYI: You can save money by managing your email marketing campaigns with monday.com, because you'll need to purchase seats for your marketing department only, rather than companywide access for larger projects.

Customer Service

Monday.com offers a few ways for customers to get in contact with them. You can email any questions or concerns to monday.com's customer service team 24/7. Its team is known to be extremely helpful and responsive, following up with customers in a reasonable time frame via email.

Monday.com has many online resources as well. The video center has a library of tutorials for getting started, best practices and advanced features. These videos are a great way for anyone who wants to learn more about using the platform and its features. They also have quick answers to common questions on the monday.com website for users to find answers to issues instantly.

Drawbacks

There is a significant learning curve to monday.com for those who don't have much experience with the software or similar online project management software. The number of templates, features and project boards available on monday.com can be overwhelming at first and require some adjusting, and the exact offerings of its plans can be difficult to understand. 

Another commonly noted drawback of monday.com is the number of email notifications you get if you don't take the time to set up the notification service initially. Fortunately, it is easy enough to change your preferences around notifications, so this drawback is easily circumvented.

Tip: Looking for easy-to-use email marketing software? Check out our review of Benchmark.

Email campaigns are not monday.com's specific use case. Rather than dedicated email marketing software, it's a comprehensive workflow management tool that is useful for organizing all sorts of projects, including email marketing campaigns. However, the platform's project management features include tools tailor-made for email marketing campaign management.

Methodology

To determine the best email marketing services, we compiled a list of popular platforms based on our careful research of each service's online reputation. We spent several weeks researching each of these email marketing services further by investigating their offerings, watching tutorials and how-to videos, testing the software (when possible), and reading user reviews. We also evaluated each service's pricing structure and customer service by contacting each of our finalists and posing as a business owner looking for email marketing software. When researching monday.com, we considered which features would be most important to a growing marketing department with numerous internal and external stakeholders for email campaigns.

Monday.com FAQs

Is monday.com email marketing software?

No. Monday.com is a project management and CRM platform, not email marketing software. However, it does include integrations with Gmail and Outlook, letting you send and receive emails from within the platform. It also offers task management tools specifically designed for email marketing, making it a useful tool for marketing teams that are planning out and managing the creation of email marketing campaigns.

Is monday.com free?

Monday.com offers an individual "free forever" plan, but it lacks many email marketing campaign management features. The software's paid plans start at $8 per user per month. However, nonprofit organizations and other eligible businesses may qualify for a no-cost or discounted plan.

What is monday.com's data security like?

Monday.com emphasizes that it takes clients' data very seriously. The company strives to keep data private and confidential, and it promises that your data is never seen by anyone you do not want seeing it.

Overall Value

Monday.com is our best pick for email marketing campaign management because of its various templates, helpful features that organize workflows, and automation that ensures a seamless experience for the creation of email marketing campaigns. While it can be costly, it's a useful platform for managing internal campaign workflows.

We recommend monday.com for …

• Small business owners looking for email campaign management software to organize and automate email marketing tasks.
• Teams that want to expand their email marketing efforts to increase brand awareness.
• Businesses with various departments looking to achieve seamless workflow and collaboration within email marketing campaigns and projects.

We do not recommend monday.com for …

• Business owners with low-level or basic project management needs.
• Businesses that want a dedicated platform for email campaign management.