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# Surveys

Companies gather valuable insights from customers and employees through surveys, aiding informed
decision-making.

With Odoo *Surveys*, users create various surveys, questionnaires, certifications, assessments, and
so much more. These can be used to collect feedback, evaluate the success of a recent event, and
measure the satisfaction of customers and/or employees. This process yields valuable insights into
shifting market trends.

:::{seealso}
[Odoo Tutorials: Surveys](https://www.odoo.com/slides/surveys-62)
:::

```{eval-rst}
.. cards::

   .. card:: Create surveys
      :target: surveys/create

      Discover how to create surveys with Odoo.

   .. card:: Scoring surveys
      :target: surveys/scoring

      Learn how to create and analyze survey scores with Odoo.

   .. card:: Create questions
      :target: surveys/questions

      See how to create, configure, and customize all types of survey questions with Odoo.

   .. card:: Live Session surveys
      :target: surveys/live_session

      Find out everything there is to know about Odoo's unique Live Session surveys.

   .. card:: Survey analysis
      :target: surveys/analysis

      Explore the various ways to analyze surveys using Odoo's in-depth reporting pages.
```

## Dashboard

Upon opening the *Surveys* application, Odoo presents the main dashboard of the *Surveys*
application, otherwise known as the {guilabel}`Surveys` page.

```{image} surveys/surveys-dashboard.png
:align: center
:alt: The Odoo Surveys application dashboard in the default Kanban view.
```

:::{tip}
The *Surveys* dashboard can be accessed at any time throughout the application by clicking
{menuselection}`Surveys` from the header menu.
:::

In the upper-left corner, there is a {guilabel}`New` button. When clicked, Odoo presents a blank
survey form that can be used to create a survey.

On the dashboard, all the surveys that have been created in the database are displayed in a default
Kanban view.

From left-to-right, after the survey name, the user who is responsible for it, and the month it was
created, each line on the *Surveys* dashboard shows the following:

- Number of {guilabel}`Questions` in that particular survey

- {guilabel}`Average Duration` of the survey (how long it typically takes a participant to complete)

- Number of {guilabel}`Registered` participants for the survey

- Number of times that particular survey has been {guilabel}`Completed`

- Percentage and data bar showcasing how many people have {guilabel}`Passed` or become
  {guilabel}`Certified`

  :::{note}
  The {guilabel}`Passed` percentage and bar **only** appears when a *Required Score* has been
  configured for that particular survey.

  The {guilabel}`Certified` percentage and bar **only** appears if that particular survey has the
  *Is a Certification* option enabled on the survey form.

  If neither {guilabel}`Passed` nor {guilabel}`Certified` appear on the line, that indicates the
  survey is without a *Required Score* and was not enabled with the *Is a Certification* option.
  :::

- Number of {guilabel}`Courses` related to that survey, which **only** appears if more than one
  course has been created and attached to a single survey

:::{note}
A half-trophy background image behind the survey name indicates that the survey is a
*Certification*.
:::

To the far-right of those data points on the survey lines, located on the *Surveys* application
dashboard, are a collection of buttons.

Those buttons are as follows:

- {guilabel}`Share`: click to reveal a {guilabel}`Share a Survey` pop-up form that can be used to
  invite potential participants to the survey - complete with a {guilabel}`Survey Link` that can be
  copied and sent to potential participants, and a {guilabel}`Send by Email` toggle switch.

  When the {guilabel}`Send by Email` toggle is active (green switch), additional fields appear, in
  which {guilabel}`Recipients`, {guilabel}`Additional Emails`, and a {guilabel}`Subject` can be
  added to the email.

  Below that, a dynamic email template, complete with a {guilabel}`Start Certification` button
  appears, which can be modified, as well, if needed.

  {guilabel}`Attachments` can be added to the email, as well as an {guilabel}`Answer deadline` can
  be set, if needed.

  Once modifications are complete, click {guilabel}`Send` to send that email invite to all the email
  addresses/contacts listed in the {guilabel}`Recipients` field.

  ```{image} surveys/share-survey-popup-email-toggle.png
  :align: center
  :alt: The 'Share a Survey' pop-up window in Odoo Surveys with the Send by Email toggled
  :  on.
  ```

  :::{tip}
  The default {guilabel}`Mail Template` for survey invites can be edited by navigating to
  {menuselection}`Settings --> Technical --> Email Templates` and searching for `Survey: Invite`.
  :::

  :::{note}
  The {guilabel}`Send by Email` toggle switch is **not** present when the survey line has zero
  questions.

  The {guilabel}`Survey Link` only appears when the survey's *Access Mode* is set to *Anyone with
  the link*.

  The {guilabel}`Additional Emails` field only appears when the survey's *Require Login* field is
  **not** active.
  :::

- {guilabel}`Test`: click to take a test version of the survey in a new tab, from the point-of-view
  of a survey participant, in order to check for any errors or inconsistencies.

- {guilabel}`See results`: click to reveal a new tab showcasing detailed metrics and graphical
  representations of all survey participants, questions, and responses for deeper analysis.

- {guilabel}`Start Live Session`: click to initiate a *Live session* survey, and reveal a session
  manager window in a new tab. This button is **not** present for surveys that have enabled the *Is
  a Certification* option on the survey form.

- {guilabel}`End Live Session`: click to end a *Live session* survey that has been officially
  started. This button option **only** appears on survey lines that have previously initiated a live
  session.

Above the buttons that are located to the far-right of the survey lines, a {guilabel}`⋮ (three
dots)` icon appears when the cursor hovers over that particular line. When the {guilabel}`⋮ (three
dots)` icon is clicked, a drop-down menu with some configuration-related options appear:

The options are:

- {guilabel}`Edit Survey`: when clicked, Odoo reveals the survey form for that particular survey,
  which can then be modified in a number of different ways.
- {guilabel}`Share`: when clicked, Odoo reveals the {guilabel}`Share a Survey` pop-up form that can
  be used to invite potential participants to the survey.
- {guilabel}`Delete`: when clicked, Odoo presents a pop-up window, wherein the user **must** confirm
  they want to delete the survey entirely, which they can do by clicking the {guilabel}`Delete`
  button at the bottom of the pop-up window.
- {guilabel}`Color`: users can opt to choose a color to add to the survey line on the dashboard for
  added organizational purposes, if needed.

```{image} surveys/three-dot-dropdown.png
:align: center
:alt: The three-dot drop-down menu of options that appears on the Odoo Surveys dashboard.
```

Beneath the buttons that are located to the far-right of the survey lines, there is an *Activities*
button, represented by a {guilabel}`🕘 (clock)` icon. When clicked, a mini pop-up window appears,
from which activities related to that particular survey can be scheduled and customized.

```{image} surveys/schedule-activities-dropdown.png
:align: center
:alt: The Schedule Activities drop-down menu that appears on the Odoo Surveys dashboard.
```

### List view

The *Surveys* dashboard is shown in the Kanban view, by default, but there is also a list view
option available in the upper-right corner, represented by a {guilabel}`≣ (bars)` icon.

When the {guilabel}`≣ (bars)` icon is clicked, the survey related data is displayed in a list view.

```{image} surveys/list-view.png
:align: center
:alt: The list view option located on the Odoo Surveys application dashboard.
```

The columns shown on the *Surveys* app dashboard, while in list view, are as follows:

- {guilabel}`Survey Title`
- {guilabel}`Responsible`
- {guilabel}`Average Duration`
- {guilabel}`Registered`
- {guilabel}`Success Ratio (%)`
- {guilabel}`Avg Score (%)`

:::{tip}
Additional columns can be added to the *Surveys* application dashboard, while in list view, by
clicking the *additional options* drop-down menu, located to the far-right of the column titles,
represented by a {guilabel}`(slider with two dots)` icon.
:::

### Activities view

To have the *Surveys* application dashboard display nothing but the activities associated to the
surveys in the database, click the {guilabel}`🕘 (clock)` icon to the far-right of the other view
options, located in the upper-right corner.

```{image} surveys/activities-view.png
:align: center
:alt: The activities view option located on the Odoo Surveys dashboard.
```

Doing so reveals a table with rows and columns. The rows show the different surveys in the database,
and the columns depict the various activity types.

:::{note}
A new survey cannot be created in this view, as it is solely for the purpose of creating and
viewing scheduled activities.
:::

## Create surveys

Learn about all the different options and configurations that can be utilized when creating a survey
in Odoo.

:::{seealso}
{doc}`surveys/create`
:::

## Scoring surveys

Discover how to measure a survey participant's performance, or overall satisfaction, with Odoo's
detailed (and fully customizable) survey scoring options.

:::{seealso}
{doc}`surveys/scoring`
:::

## Create questions

With Odoo *Surveys*, there are many question types and options to choose from, providing the ability
to create any kind of unique survey, questionnarire, and/or certification.

:::{seealso}
{doc}`surveys/questions`
:::

## Live Session surveys

The *Live Session* survey option available in Odoo can enhance in-person demonstrations and
presentations, where participants' real-time responses can be used to dictate where the conversation
goes next.

:::{seealso}
{doc}`surveys/live_session`
:::

## Survey analysis

Once the surveys start to come in, it is time to analyze the responses from your participants.
Fortuantely, the in-depth reporting pages and options available in Odoo *Surveys* provide countless
ways to examine everything related to surveys, and their submitted responses.

:::{seealso}
{doc}`surveys/analysis`
:::

```{toctree}
:titlesonly: true

surveys/create
surveys/scoring
surveys/questions
surveys/live_session
surveys/analysis
```