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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 forSurvey: 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