The Survey module in Odoo is a powerful tool for creating, managing, and analyzing surveys. It is designed to help businesses gather feedback, conduct research, and measure satisfaction or performance. Odoo’s Survey module is highly customizable and integrates seamlessly with other Odoo apps like Sales, Marketing, and HR, providing organizations with a flexible platform to collect and analyze data.
Key Features of the Odoo Survey Module:
Easy Survey Creation:
The Survey module provides an intuitive interface for creating surveys. Users can add multiple question types such as multiple choice, text input, numerical input, or matrix.
Surveys can include single or multiple pages, making it easy to structure longer questionnaires.
Question Types:
- Multiple Choice (single or multiple answers): Allows respondents to choose one or more options.
- Free Text: For open-ended questions where respondents can input their thoughts or feedback.
- Numerical Input: Collect numerical responses such as ratings or quantities.
- Matrix (grid): Organize multiple questions in a grid format, useful for rating scales or comparisons.
Templates:
- Odoo offers predefined survey templates that can be customized according to specific needs. This saves time for users who don’t want to start from scratch.
Conditional Logic:
- Surveys can include skip logic or conditional questions, where certain questions only appear based on the respondent’s previous answers. This makes surveys more dynamic and personalized.
Email Invitations:
- Surveys can be distributed via email directly from Odoo. Users can send invitations to a specific audience or customer list and track responses.
- Integration with the Marketing module helps in automating survey campaigns, ensuring that they are sent to the right people at the right time.
Real-time Analytics:
- The Survey module provides real-time results and analysis. Responses are collected and presented visually with graphs and tables, making it easy to interpret data.
- Users can analyze individual responses or aggregate results for an overview.
Response Tracking:
- You can track who has responded to your survey, send reminders to those who haven’t, and even follow up on specific answers.
- It provides insights into participation rates, completion rates, and the average time taken to complete the survey.
Scoring and Certification:
- Odoo’s Survey module also supports quizzes. Responses can be scored, and automatic certificates can be generated for participants who pass the quiz.
- This feature is particularly useful for internal training, assessments, or educational programs.
Integration with Other Odoo Modules:
- CRM: Surveys can be sent to customers or prospects from the CRM module, and the feedback collected can be used to improve customer relationships.
- Sales: Post-sale satisfaction surveys can be automatically triggered after completing a sale.
- Recruitment: Surveys can be used in the hiring process, such as conducting candidate evaluations or pre-interview questionnaires.
- Event Management: Surveys can be tied to events to gather attendee feedback before, during, or after the event.
Anonymous and Public Surveys:
- Surveys can be either public (anyone with a link can answer) or private (restricted to specific respondents).
- Respondents can submit responses anonymously if desired, which can encourage more honest feedback in sensitive situations.
Custom Branding:
- Users can customize surveys to align with their brand by adding logos, custom backgrounds, and personalized themes. This helps maintain consistency and professionalism in customer-facing surveys.
Export and Sharing:
- Results from surveys can be exported in various formats (CSV, Excel, etc.) for deeper analysis or reporting.
- Surveys can also be shared via a direct link or embedded in external websites for wider reach.
Use Cases of the Survey Module
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Customer Satisfaction:
Gather feedback on customer experiences to improve products and services.
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Employee Feedback:
Conduct internal surveys for employee satisfaction, engagement, or 360-degree performance reviews.
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Market Research:
Use surveys to understand market needs, trends, and customer preferences.
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Event Feedback:
Collect attendee feedback after events to measure success and areas for improvement.
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Training and Certification:
Create assessments or quizzes for employee training programs with automatic scoring and certification.
About us
We are Timus Consulting Services, a fast-growing, premium Governance, Risk, and compliance (GRC) consulting firm, with a specialization in theGRC implementation, customization, and support.
Our team has consolidated experience of more than 15 years working with financial majors across the globe. Our team is comprised of experienced GRC and technology professionals that have an average of 10 years of experience. Our services include:
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Our team
Our team (consultants in their previous roles) have worked on some of the major OpenPages projects for fortune 500 clients across the globe. Over the past year, we have experienced rapid growth and as of now we have a team of 15+ experienced and fully certified OpenPages consultants, OpenPages QA and OpenPages lead/architects at all experience levels.
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Connect with us:
Feel free to reach out to us for any of your GRC requirements.
Email: [email protected]
Phone: +91 9665833224
WhatsApp: +44 7424222412
Website: www.Timusconsulting.com
