Introducing Odoo17 Survey Module

As the business software market develops further, Odoo17 distinguishes itself as a cutting-edge option for businesses looking for integrated applications. The improved Survey Module in Odoo17 is a standout feature. It’s a potent instrument made to effectively collect information, opinions, and insights from a range of stakeholders. The Odoo17 Survey Module offers a full range of tools to match your needs, whether you’re looking to conduct customer feedback forms, staff satisfaction surveys, or market research questionnaires.

Odoo17 Survey Module Highlights

1. User-Friendly Interface: The drag-and-drop survey builder and user-friendly interface of Odoo17’s Survey Module make it simple to create and modify surveys.
2. Diverse Question Types: To accommodate a range of data gathering requirements, the module provides multiple choice, rating scale, matrix, text input, and date question kinds.
3. Conditional Logic: Surveys are adjusted using advanced conditional logic in response to participant’s responses, guaranteeing data is collected and a customized user experience.
4. Real-Time Analytics and Reporting: It provides comprehensive analytics and good insights through graphical reports, making it simple to understand and make useful decisions.
5. Integration with Other Modules: Connecting survey results with CRM, marketing, and HR modules through a smooth interaction with Odoo’s ecosystem improves data utilization throughout operations.
6. Multilingual Support: Allows for the creation of surveys in a variety of languages for audiences throughout the world, guaranteeing efficient communication and participation.
7. Mobile-Friendly Design: Because surveys are fully responsive on mobile platforms, respondents can easily provide their feedback using tablets or smartphones.

Practical Applications of the Module

1. Customer Feedback Surveys: Create focused surveys with Odoo17’s Survey Module to collect feedback from customers on goods and services, spur advancements, and boost loyalty.
2. Employee Engagement Surveys: Using the Survey Module, you can get input on workplace satisfaction and business culture, which will help you retain personnel and create a pleasant atmosphere.
3. Market Research: With the help of Odoo17’s Survey Module, conduct in-depth market research to identify consumer demands and industry trends and develop winning business plans.
4. Event Feedback: Utilizing the Odoo17 Survey Module, gather participant input on the format and organization of the event to enhance the preparation and caliber of subsequent events.

We’ll explore the features, advantages, and real-world uses of the Odoo17 Survey Module in this blog post, along with how it can revolutionize your data-gathering and analysis procedures.

How to Navigate the Survey Module

A dashboard that resembles the screenshot below will appear when you launch the Survey Module

A range of pre-made surveys can accessed from the home page. Using the options in the Filters, Group By, and Favourites sections found in the advanced search bar at the top of the page, you can arrange and classify these surveys. Using the Share, Test, See Results, and See Live Session buttons, respectively, users can share the documents, test them, view the survey results, and initiate a new live session.

Kanban and List Views

As we seen in the list and activity views, the Odoo17 Survey Module organizes surveys using a Kanban view. Important details such as the name of the survey, the quantity of replies, the certification status, and the success rate shown on each survey card. Every card has a three-dotted menu in the upper right corner that offers quick access to options like “Edit survey,” “Share,” “Delete,” and “Colour”. Every survey card also features a clock icon that facilitates scheduling additional survey-related tasks.

How to Create a New Survey

It’s easy to create a survey in Odoo17. To begin the process, click the “New” button. This opens a new page where you can specify the kind of survey you want to make, like:

• Survey For standard feedback forms.
• Live Sessions used for in-the-moment communication, frequently in virtual learning environments.
• Assessment Designed for exams or certifications.
• Custom For specific or unique survey requirements.

You’ll begin by entering basic data, like the survey’s name or title, on the survey creation page, as seen in the screenshot above. The responsible user will assign automatically based on your settings. There are multiple tabs for configuring your survey, including Questions, Options, Descriptions, End Messages, and Adding Questions, below the basic information.

Questions Tab

You can begin adding the survey questions under the Questions tab. As seen in the screenshot above, selecting the “Add a question” button opens a page with a variety of question formats, including multiple choice (one or more answers), text boxes (one or more lines), date or datetime fields, matrices, and more.

Per the specifications, you can also set more answer details in the Answers, Description, and Options tab sections only after the question is created, and to add a new question click “Save & Close” to save it or click “Save & New” option

Options Tab

You can adjust additional survey settings on the Options tab:

Choose the page layout (each question on a separate page, each section, or all questions on one page).

Set the display of progress as (% or No.).

In the Question Selection field, specify the options for random question display.

Use the Allow Roaming option to allow respondents to navigate backward.

Specify the access methods (such as “Anyone with a link”) under PARTICIPANTS.

Select whether to enable or disable the Require Login option to determine whether participants
must log in before starting the survey.

Descriptions Tab

Guidelines that participants must follow can given in the description tab and we can also give a summary of the survey here. This helps set expectations.

End Message Tab

You can draft the message that survey respondents will see after completing the survey on the End Message tab. This could be a note of appreciation or further details about what comes next.
After completing the survey use the save icon button to add your survey to the collection. Many options are available for the survey, such as sharing, testing, establishing live sessions, printing for offline use, and closing for additional edits. It can shared through social media, email, and other platforms.

Sharing and Managing Responses

The share option is for send the link to that survey to participants. Enter the name of the survey, the URL, the recipients, and any more instructions. Also, you can enable participant certification and set a deadline.

The Share button on the survey module can used to share links which include their responses and scores. This link can also used to track and analyze responses

View Survey Results

The ‘See results’ button at the end of the view of the dashboard can used to see the results of the respective survey.

Success rates and other important metrics are often shown in graphical formats, such as pie charts, to illustrate the results.

Participation Menu

Using the Participation menu found in the main menu bar of the survey module is for to view and manage records recorded by the participants which give you information about the reach and engagement of the survey. Every answer of the participants is recorded here. Participants will see information about the survey’s creation date, name, contact, email, attempts, deadline, quiz pass, score, and status on their dashboard. To see the detailed list of the participants use the dropdown icon under the survey title as shown in the image below.

The Odoo platform’s Advanced search bar offers a number of criteria by which we can sort the surveys and generate personalised survey reviews. The Knowledge Module interface allows users to export survey data and create spreadsheets, dashboards, and articles via the Action menu on the left side of the page.

Questions & Answers Menu

The Survey Module in Odoo17 has a dedicated section for managing survey content called Questions & Answers. It lets you design, arrange, and personalise the survey questions and response choices. There are three sub-menu options on this menu: Detailed Answers, Suggested Values, and Questions.

Questions Menu

The Odoo17 survey questions are displayed in the Questions dashboard window of the module, along with the outcomes of numerous polls. Users can select and edit specific questions for additional information by using the list that shows the Title, Survey, and Question Type.

The survey’s question structure guarantees a logical flow, assisting respondents in efficiently and effectively building upon earlier inquiries.

Suggested Values Menu

By choosing the Suggested Values menu item in the Questions & Answers menu, participants can obtain suggestions for the best response while preparing for the survey.

To ensure clarity and congruence with the survey’s goals, preview the questions. Put all of the response data into one menu so that it can easily analyzed and the results understood.

Detailed Answers Menu

In the detailed answers menu we can see the different and varied answers given by the participants. It includes the name of the survey, user input, question, created on, answer type, and additional details, as can seen below. To see additional details about the responses provided by the respondents, users can choose a question from the list.

Additionally, it has a library of reusable questions that can easily accessed in subsequent surveys, guaranteeing consistency between surveys or facilitating the quick creation of new surveys using pre-written questions. To facilitate better organization and methodical guidance across various topics or themes, questions can categorized. here we cover the unique features of the Odoo17 survey module. Please don’t hesitate to contact us, if you have any problems or questions.