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By: Sreejith

Odoo Survey Management

It is important to keep your customer with your business and make them a feel, how you care your customers. Odoo provides a module called Survey Management to manage the customer feedback. Staying in touch with your customers after they've purchased your product/service is really important in order to make sure that they come back to you in the future.

There are few steps for creating a good survey:

1. Design your survey.
2. Test your survey.
3. Share your survey.
4. Collect data and statistics from your survey.

While designing your survey always keep in mind that nobody we want to waste their time on answering lengthy and useless questions. So keep your questions simple and to the point.
To create a new survey Go To Survey >> Create.

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Give the title to the survey and here you can add any number of pages and ask any questions.
For adding the pages, Click on Add an item
Give the page title and then add the questions. We can add different type of questions

Multiple Lines Text box

This type of questions is used for getting the feedback from the customers, it’s like

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Single Line Text box

Only a single line input is accepted as answer

Numerical value

Only numbers are allowed as answer for this type of question 

Date and Time

This type is helpful for taking the answer as date time eg:- date of feedback

Multiple choices: only one answer

It's like a radio button with only one answer in allowed eg:- gender

Multiple choices: multiple answers allowed

Same as radio button, but we can select more than one answer

Matrix

This is another type of question we frequently using,(eg in screenshot)


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The question type is selected according to the nature of question we usually provide Multiple choice type questions, it is easier to fill the questions

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We can add any number of questions to the page. 

After adding all the pages and questions. It’s time to test your survey! Always test your survey before publishing. Send it to your own email address, check whether all the links are working, whether it works on all internet browsers, etc.

Try it yourself and check how much time did you take and whether the questions are clear and understandable.

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Send it to your own email address, check whether all the links are working, whether it works on all internet browsers, etc.

Try it yourself and check how much time did you take and whether the questions are clear and understandable.

You can share your survey web public link and/or send private invitations to your audience. People can answer once per invitation, and whenever they want with the public web link (in this case, the "Login required" setting must be disabled).




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