Form Lead Surveys | LeadFlow AI documentation

Before you start

Use the account and workspace that own the relevant records. The feature also needs to be enabled for this installation and plan.

Open this feature

Choose a task

Open /portal/signals and select the record you want to work with. Its detail/edit address follows /s/{uid}. Use the application’s record link; do not type a placeholder such as {id}.
Find the form containing *. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Vote. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
*	Enable or select this option only when you want the behavior named by the field.

Open /portal/signals on your application domain, using the workspace account for this task.
Find the form containing Name, Type, Goal. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Create draft. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Name	Required. Enter the name for this task, using the help or example shown by the form. The form’s example is Buyer readiness quiz. Replace it with your own value. Maximum 255 characters.
Type	Required. Choose Survey, Quiz, Poll.
Goal	Required. Enter the goal for this task, using the help or example shown by the form. Maximum 500 characters.
Thank-you title	Required. Enter the thank-you title for this task, using the help or example shown by the form. Maximum 255 characters.
Question text	Required. Complete the visible field for the current selection; follow its validation message. The form’s example is Question text. Replace it with your own value. Maximum 255 characters.
Points	Optional unless the current form requests it. Complete the visible field for the current selection; follow its validation message. The form’s example is Points. Replace it with your own value. Minimum 0. Maximum 100.
Vote options / Options	Optional unless the current form requests it. Complete the visible field for the current selection; follow its validation message. The form’s example is Low intent, Medium intent, High intent / Option A, Option B, Option C. Replace it with your own value. Maximum 1000 characters.

Open /portal/signals on your application domain, using the workspace account for this task.
Find the form containing Type, Question text, Points. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Add question. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Type	Choose Survey, Quiz, Poll.
Question text	Complete the visible field for the current selection; follow its validation message. The form’s example is Question text. Replace it with your own value.
Points	Complete the visible field for the current selection; follow its validation message. The form’s example is Points. Replace it with your own value. Minimum 0. Maximum 100.
Vote options / Options	Complete the visible field for the current selection; follow its validation message. The form’s example is Low intent, Medium intent, High intent / Option A, Option B, Option C. Replace it with your own value.

Field descriptions appear beside each task above so that separate forms are not mixed together.

Stay in the same account/workspace and reopen the intended record or result screen.
For saved settings, compare the displayed values with the choices you made. For filters and previews, check the current result scope.
For queued or external work, inspect its status/history and provider result where applicable. A successful save does not by itself prove message delivery, publication, payment completion or provider approval.

Problem	What to check
The screen or action is missing	Check the correct workspace account, role, enabled app and plan. A hidden action is not fixed by typing an internal endpoint.
A field is rejected	Read its validation message, choose from the offered options and check the relevant format or limit. Do not substitute a database ID for a displayed choice.
A list is empty	Check the selected workspace, search text, date range and status filters. Clear one filter at a time before concluding that records are missing.
A request is still pending	Check its status/history before repeating it. For messages, publishing, imports and payments, a submitted request can finish later or fail separately.

Role-scoped source references

Pinned commit: 0a97c2b1d8022981713b1f32874690236dcf1610

Source-only route information

Unmapped fields — not user instructions

These fields belong to this role’s source handler, but their screen labels were not confirmed.

Source key	Handler
name	modules/AppFormLeadSurveys/Livewire/FormLeadSurveys.php
type	modules/AppFormLeadSurveys/Livewire/FormLeadSurveys.php
goal	modules/AppFormLeadSurveys/Livewire/FormLeadSurveys.php
thankYouTitle	modules/AppFormLeadSurveys/Livewire/FormLeadSurveys.php
questions	modules/AppFormLeadSurveys/Livewire/FormLeadSurveys.php
questions.*.question	modules/AppFormLeadSurveys/Livewire/FormLeadSurveys.php
questions.*.type	modules/AppFormLeadSurveys/Livewire/FormLeadSurveys.php
questions.*.points	modules/AppFormLeadSurveys/Livewire/FormLeadSurveys.php
questions.*.options	modules/AppFormLeadSurveys/Livewire/FormLeadSurveys.php