Building a flow

A flow is one board with its own columns, its own scripts and its own team. Everything else in FoxFlow hangs off it.

Create one

Open the flow selector at the top of the board and choose to create a new flow. You give it a name, and FoxFlow gives you a starting set of columns you can change straight away.

Flows belong to your organisation, not to you personally. If you leave, the flow stays and your teammates keep working it.

How many flows should you have?

One flow per distinct follow-up conversation. The test is the script: if the first text you'd send is different, it's a different flow.

Resist one giant flow with twenty columns. Two clean boards beat one you avoid opening.

Duplicate a flow

In Flow Settings → General you'll find Duplicate Flow. Use it when a new campaign follows the same shape as one that already works — you get the columns and the scripts without retyping them.

Delete or archive a flow

Delete Flow is also on the General tab, and it's for flow admins. Deleting takes the leads with it, so if the campaign is simply over, it's usually better to leave the flow alone and stop sending to it. An idle flow costs you nothing.

What a flow owns

Worth knowing which settings live where, because it's the thing people hunt for most:

So two flows can text on completely different schedules and with different scripts, but they send through the same phone number and inside the same daily sending window.

Next: flow settings walks the tabs one by one.