Build your first flow

This walks the entire loop once: an organisation, a flow, columns, a script, a form, and a real lead getting a real text. Ten minutes, and you'll understand the whole product.

1. Sign up and name your organisation

Create your account at foxflow.host. You'll get an organisation, which is the container for everything — your flows, your team, your plan.

Set its name in Organization Settings → General and make it what a stranger should read, because it appears in your text messages as {org_name}. Grace Church, not GC Main Campus.

2. Create a flow

A flow is one board. Create one from the flow selector and name it after the thing you're following up on: Sunday Connect Cards, Fall Open House, Roof Quotes.

While you're in Flow Settings → General, set the timezone to where your team actually is. It's what scheduling uses later.

3. Set up your columns

Flow Settings → Steps. You get some starter columns; make them yours. Four or five is right.

New lead  →  Texted  →  Replied  →  Visiting

Then mark the last one as your conversion step using the checkmark on its row. That's the column meaning "this worked."

4. Write one script

Still on Steps: edit your second column — Texted — and write the message you'd send someone who just reached out.

Hi {first_name}, this is {assignee_first_name} from {org_name} — thanks for
reaching out. Is now a good time for a quick call?

One script is enough for today. See Scripts for the variables and Script variables for the full list.

5. Decide who leads belong to

Flow Settings → Assignment. Turn on auto-assignment and pick yourself for now.

This isn't bookkeeping — {assignee_first_name} in your script is the assigned person's name. Skip this and your texts say "this is us from Grace Church" instead of a real name.

6. Get a real lead in

Turn on a form: Flow Settings → Forms → Enable Forms, then copy the link.

Open it in your phone's browser and fill it in with your own name and number. Within seconds a card appears in your first column.

7. Send the text

Tap the card. You'll see the contact details, the source, and Call and Text actions.

Tap Text. Your Messages app opens with the number filled in and your script already written, with your name substituted. Send it.

Then drag the card to Texted.

That's the loop. Lead in, text out, card moved. Everything else in FoxFlow makes this happen faster or without you.

8. Invite your team

Flow Settings → Team. Either add people who already have accounts, or generate an invite link.

Adding someone to a flow is what makes them part of your organisation — there's no separate step. See Your team.

What to do next

Live with it for a week. Get the habit of moving cards, and pay attention to whether your script gets replies.

When you're ready:

Or jump to the guide for your world: churches, Christian schools, small business.