documentation/content/applications/marketing/surveys.md

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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 :::

.. 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.

: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.

  :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.

: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.

: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.

: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.

: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 :::

:titlesonly: true

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