Assignment

Every lead should have a name next to it. Not because of reporting, but because "someone should text them" is how people don't get texted.

Auto-assignment lives on Flow Settings → Assignment.

The two modes

Single user. Every new lead goes to one person. Right for most churches and small teams, where one staff member or coordinator owns follow-up.

Round robin. New leads are dealt out across a group you pick, one after another. Right when several people share the work and you want it even.

Auto-assignment is off by default. With it off, new leads go to the flow's owner.

What gets auto-assigned

Assignment applies to leads arriving from:

• Facebook and Instagram Lead Ads
• Your FlowForm form
• Your hosted public form

Leads you add by hand use the assignment rules as a default, but you can pick someone yourself as you create them.

When a lead is handed off to another flow, the receiving flow's own assignment rules decide what happens — unless Keep Same Assignee on Auto-Move is on, which keeps the original person. See auto-advance.

Why the assignee shows up in your texts

The {assignee_first_name} variable is the assigned teammate's first name, and it's the reason assignment isn't just bookkeeping:

Hi {first_name}, this is {assignee_first_name} from {org_name}.

Get assignment right and every text is from a person. Get it wrong and everything reads "this is us from Grace Church", which is the fallback when FoxFlow can't find a name.

Choosing between them

Round robin is fair, and fairness is not always the goal. A few things to weigh:

Reassigning a lead

Open the lead and change the assignee. Nothing else moves — the lead stays in its column and keeps its history. Only future messages using {assignee_first_name} pick up the new name.

When someone leaves

Removing a person from the organisation asks you where their leads should go. You can hand them to a specific teammate or deliberately leave them unassigned. See Members and roles.

Next: Your team.