Replies posted by Matt Rist

15 Replies

Matt Rist
Matt RistNew Member
published in Tips and Inspiration

How Pipefy Boosted Our Productivity | 727 Projects done!

@Eduardo Kano Sounds good, send me an email with your contact info because LinkedIn won't let me message you without subscribing. :/ Maybe you could walk me through it. I’ve always been eager to see what other marketing groups are doing! 

1797
tecnologia-jera
2 years ago
Matt Rist
Matt RistNew Member
published in Tips and Inspiration

How Pipefy Boosted Our Productivity | 727 Projects done!

@Eduardo Kano That’s awesome! Do you think you or someone from your Marketing Team would be up for a Zoom (Well, I have Microsoft Teams) call to compare processes? I’d love to see what they are doing and see if there is anything we could do differently. My e-mail is mrist@icacreative.com.Sure @Luiz Eifler feel free to reach out at mrist@icacreative.com I think Juliana also has my contact info. 

1797
tecnologia-jera
2 years ago
Matt Rist
Matt RistNew Member
posted in Tips and Inspiration

Using Simple Automation in Your Project Management Pipeline

@Juliana Spinardi TY let me know if you’d like any formatting done differently in future.

3
Juliana Spinardi
Pipefy Staff
3 years ago
Matt Rist
Matt RistNew Member
asked in Ask the Community

What happens when you hide public form?

@Nicole Chiroli Awesome, so I do have the power to turn it off, woo hoo!

2
Matt Rist
3 years ago
Matt Rist
Matt RistNew Member
asked in Ask the Community

Can you change order of Pipes on your mobile app?

@Nicole Chiroli Thank you so much!

2
Matt Rist
3 years ago
Matt Rist
Matt RistNew Member
asked in Ask the Community

What happens to existing cards when you update a start form?

@genietim Awesome, that makes me feel a lot better about updating my Start Form soon. Is there any easy way to archive or delete batches of “Done” cards? I may just have to delete one by one.

6
genietim
3 years ago
Matt Rist
Matt RistNew Member
asked in Ask the Community

What happens to existing cards when you update a start form?

@Lana Fidelis THANK YOU by the way. 

6
genietim
3 years ago
Matt Rist
Matt RistNew Member
asked in Ask the Community

What happens to existing cards when you update a start form?

@Lana Fidelis Scary! I have over 500 cards right now in my “Done” pile. Maybe I should archive them at some point. So if I am adding a field that should not impact the past cards? It would just show that field as “blank” on any past cards? Does re-ordering a field impact past cards? 

6
genietim
3 years ago
Matt Rist
Matt RistNew Member
posted in Tips and Inspiration

How Request Tracker Saves Our Business Valuable Time

@Juliana Spinardi Any idea why I can’t get bullet points or numbers to save in my post above? For the part where I list features. It shows up in the “edit” but not when it’s posted. 

2
Juliana Spinardi
Pipefy Staff
3 years ago
pedro-barrios
pedro-barriosRegular Participant
asked in Ask the Community

Inventoty Control

@genietim & @Sarah Lane are both whiz kids, any ideas on this request? 

9
dgodfrey
3 years ago
gabrielritchie
gabrielritchieRegular Participant
posted in Ask the Community

issues tagging colleagues into pipes

I wonder if this has something to do with having administrative access or if every level of pipe access should have the tagging feature. Hopefully someone from dev team can help. 

2
Sarah Lane
3 years ago
Matt Rist
Matt RistNew Member
asked in Ask the Community

Social Media Content Creation and Automated Posts

@genietim Thank you! Solution 1 seems most agreeable for me since I don’t do custom code (at least not much). It looks like Integromat will be able to do what I want, but I have to figure out Integromat ha and exactly which option for posting an Image & text I will use as my Facebook Pages connection. 

2
Matt Rist
3 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in News and Announcements

Requesters can now keep track of the status of their cards with the New Request Tracker 🔎News

Request tracker has been a game changer for us in reducing client communication. We sent out a note to all of our clients to let them know what each status means so that they can always follow up without actually having to reach us.

3372
Matt Rist
3 years ago
leticia.moreira
Pipefy Staff
leticia.moreiraPipefy Staff
published in Tips and Inspiration

How I Use Pipefy to Remotely Manage my Marketing ProjectsBlog

@leticia.moreira Thanks for this helpful post. I wanted to ask a follow up question. I have been using my Pipe & Public Form system for a few months now. I did not set it up with any conditionals at that time. If I change up my public form (for example, to add conditionals), what impact does that have on previously created cards and or my Pipeline?

2183
leticia.moreira
Pipefy Staff
3 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Pergunte à Comunidade

​​Welcome and nice to meet you! What's your name? ​​​​​​👋🏽

Hey Everyone!  My name is Matt Rist, and I am the Director of Marketing for ICA Advertising, a Texas-based Advertising Agency. I speak English & Spanish and have been using Pipefy since August 2020. Pipefy has truly transformed our workflow for the better. Pipefy allows us to handle incoming requests, track projects, communicate with internal and external clients and track fulfillment. I look forward to sharing how we use Pipefy and learning from others.I am a dog dad, husband and former TV news journalist originally from Louisiana. Cheers! 

6533197
Juliana Spinardi
Pipefy Staff
9 months ago

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