Automations

Flow Settings → Automations holds the rules that fire on their own when something happens to a lead. Four features, each solving a specific annoyance.

Tag rules

A tag rule watches for a lead gaining a tag and then does one thing:

The three actions in plain terms:

• Pause automation — the lead stays where it is, but no more automatic texts or timers. Use this as your emergency brake.
• Move lead — send it to a flow and step of your choosing.
• Remove from flow — take it off this board entirely.

Tags can come from a person tagging by hand, from tags on entry on a step, or from an integration like Blackbaud that tags people it recognises.

Duplicate detection

On by default, and worth leaving on.

When the same person comes in twice — they filled out a form in March and again in September, or they answered two of your Facebook ads — FoxFlow notices and pauses the duplicate with a warning instead of letting it run.

The duplicate is never dropped. You still see the person and can decide what to do. What doesn't happen is a second automated sequence landing on someone who's already in a conversation with you.

Context handoff

Related to duplicates, but a decision rather than a pause. With context handoff on, a person who's already known gets redirected into a different flow and step that you pick.

That's the difference between "stop, a human should look at this" and "we know exactly where returning people should go."

There's an option to remove the person from all other flows after the redirect, so they exist in exactly one place.

Remove from other flows on move

A tidiness setting. When a lead moves into this flow — by handoff, by a step timer, by a tag rule — this also removes them from every other flow.

Turn it on when a person should only ever be on one board at a time. Leave it off when your flows track genuinely separate things and someone can legitimately be in two.

Which one do you want?

Next: Contacts.