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What is Surveys?




The Surveys module in Odoo is a versatile tool designed to help businesses create, distribute, and analyze surveys for various purposes, such as customer feedback, employee satisfaction, market research, or event evaluations. With its user-friendly interface and powerful analytics, the Surveys module enables businesses to gather valuable insights and make data-driven decisions. Fully integrated with other Odoo applications, it streamlines the process of collecting and managing survey responses.

Key Features of Odoo SurveysAdvantages of Odoo SurveysWho Is It For?

Key Features of Odoo Surveys


Survey Creation:

  • Design surveys with an intuitive drag-and-drop interface.
  • Use a variety of question types, including multiple choice, text input, rating scales, and more.
  • Customize the survey layout and branding to match your business identity.

Templates:

  • Access pre-built survey templates for common use cases, such as customer satisfaction or employee feedback.
  • Save time by starting with ready-to-use templates and customizing them as needed.
  • Create and save your own templates for future use.

Conditional Logic:

  • Add conditional logic to display specific questions based on previous answers.
  • Create dynamic surveys that adapt to respondents' inputs.
  • Improve the survey experience by keeping it relevant and concise.

Distribution:

  • Share surveys via email, website links, or social media platforms.
  • Embed surveys directly into your website or customer portal.
  • Use Odoo's email marketing tools to send surveys to targeted audiences.

Response Tracking:

  • Monitor survey responses in real time.
  • Track the number of participants, completion rates, and response times.
  • Send automated reminders to participants who haven't completed the survey.

Reporting and Analytics:

  • Generate detailed reports to analyze survey results.
  • Use visualizations like bar charts, pie charts, and tables to interpret data.
  • Export survey results to Excel or PDF for further analysis or sharing.

Scoring and Quizzes:

  • Create quizzes with automatic scoring for training or educational purposes.
  • Provide instant feedback to respondents based on their answers.
  • Use quiz results to assess knowledge or skills.

Integration with Other Modules:

  • Seamlessly integrates with CRM, Sales, Events, and HR modules.
  • Link surveys to customer records in the CRM for personalized follow-ups.
  • Use surveys to collect feedback after events or training sessions.

Multi-Language Support:

  • Create surveys in multiple languages to reach a broader audience.
  • Allow respondents to choose their preferred language for a better experience.

Mobile-Friendly:

  • Ensure surveys are fully responsive and accessible on mobile devices.
  • Allow participants to complete surveys on smartphones or tablets.

Access Control:

  • Restrict access to surveys based on user roles or permissions.
  • Share surveys with specific groups, such as employees, customers, or partners.

Advantages of Odoo Surveys

 

  • Easy to Use: Intuitive interface for creating and managing surveys without technical expertise.
  • Customizable: Fully adaptable to your business needs with flexible design and question options.
  • Integrated: Works seamlessly with other Odoo modules for a unified workflow.
  • Data-Driven Insights: Provides powerful analytics to help you make informed decisions.
  • Cost-Effective: Eliminates the need for third-party survey tools by offering a built-in solution.

Who Is It For?

 

  • Customer Service Teams: Ideal for collecting customer feedback to improve products or services.
  • HR Departments: Useful for conducting employee satisfaction surveys, performance evaluations, or training assessments.
  • Marketing Teams: Great for market research, lead qualification, or event feedback.
  • Educational Institutions: Perfect for creating quizzes, exams, or course evaluations.


The Odoo Surveys module is a comprehensive solution for businesses looking to gather insights and improve decision-making. By integrating with other Odoo applications and offering powerful customization and analytics, it helps businesses streamline their survey processes and gain valuable feedback from customers, employees, or other stakeholders.