Forms

A board is only as good as what feeds it. Besides Facebook Lead Ads, there are four ways in.

The Forms tab

Flow Settings → Forms turns on a hosted form for this flow. Switch on Enable Forms and FoxFlow generates a private token for you, which becomes your form's web address.

You get a direct link to share and an embed snippet for your own website. Both are on the tab with a copy button.

Other settings on the tab:

• New Lead Alerts — an email when someone submits. On by default. Leave the recipient list empty and it goes to the flow owner, or list specific addresses.
• Secure Mode — a Pro option for when submissions carry sensitive information.
• Allow File Uploads — a Pro option accepting images and PDFs, up to 10MB and 5 files per submission.

The hosted public form

There's a second, simpler form that isn't on the Forms tab. You'll find it in the Add Leads menu on the board itself, where you can switch on a public form and get a link.

It also has a greeting you can edit — the line people see at the top. The default is "Leave your information and we'll be in touch soon!", which is fine, but your own words are better.

Use this one when you want a link you can paste anywhere — a bio, a QR code on a printed card, a text message — without touching your website.

Importing a CSV

Also in the Add Leads menu: an import that reads a spreadsheet.

You upload the file, tell FoxFlow which column is which — first name, last name, email, phone — and it creates the leads. You can pick a step and an assignee for everyone in the batch, and choose to skip duplicates.

Good reasons to import: moving off a spreadsheet you've kept for a year, or loading a list of names collected at an event.

Adding one by hand

Add Lead on the board. First name is required; last name, email and phone are optional, and you can pick the step and who it's assigned to. If you don't choose an assignee, your assignment rules decide.

This is the right tool more often than people expect — someone calls, someone catches you after a service, someone hands you a card in person.

Which one to use

Whichever route a person takes, they arrive as a lead on the same board, get assigned by the same rules, and receive the same script. That's the point.