Laxmi Sharma · 03 Oct 2022 · 570 views

Manage Survey In Odoo

What are Surveys?

A survey is an analysis method used to collect data from a determined group of people who are the respondents to the survey. The main purpose of the survey is to gain insights and information on a predetermined topic of interest. A survey in a business is considered to be the gateway to the client's mind.

A survey can have multiple purposes but one of the main outcomes of conducting a survey is that it will provide you with data on which you can plan for future business strategies.

An online survey is the best way to reach out to your audience as it is less time-consuming compared to traditional forms of data collection.

Odoo Survey Module

Surveys are considered to be the most trustworthy way to generate feedback from clients and upon that feedback, we can invest our time to obtain the best results for our company with utmost customer satisfaction.

Odoo Survey Module takes you through the process of collecting information about a customer's satisfaction, expectations, experience, and impression of your company, and with those insights, you can manage your marketing and working strategies for a much more desirable outcome.

With the help of the Odoo Survey Module, a user would be able to create varied forms of surveys depending upon his purpose by mentioning it in the "Name" of the survey.

This module will be helpful to create surveys and analyze the feedback and the factors that might be affecting the overall customer experience.

Odoo survey Module will also help you construct these feedbacks into a meaningful and organized form without any data loss!

Odoo Survey Module allows you to customize the survey as per their company needs and requirements to get the exact responses they expect from the clients.

Users can also personalize the description of the survey to inform the clients about the need of the survey.

The way you ask a question matters a lot in a survey, and with Odoo Survey Module, you would be able to pick the best-suited format for the questions you wish to ask.

You can pick from a number of methods, like Multiple Lines Text Box- which allows the respondent to answer in multiple lines, whereas Single Line Text Box allows the respondent to summarize the answer in one line.

This Module also allows you to add pictures to your survey as well in order to enhance the understanding of the questions and your company.

It is also possible to set up a specific time limit to run the survey if you wish to make it time-bound. You can also enable Show Comment Field under the “Allow Comment” sections, this would allow you to gather feedback on the survey as well.

It is also important that your survey is free of any errors that could be present. Testing your survey with Odoo Survey Module would allow you to get rid of any errors, like, as repeated or confusing questions, and would make your survey more descriptive and accurate.

Once your survey is complete, you can click on the "Test" button to run the testing. Make sure you run the testing before starting the actual survey.

Sharing these surveys are made very easy with Odoo. There are multiple ways to share your survey, you can generate a link and post it on your website.

Embedded surveys on your website will help you learn more about your visitors and use their contact information for further uses. Using the survey module, you can also send Email Invites to your clients to answer the survey.

The Survey Module would collect all the information given by each of those respondents and would synchronize them with your company's database. Advanced analyzing tools will help you squeeze out the general outlook from the individual responses.

You would be able to see the answers right after they have been submitted by the respondents. You can filter out exact responses that you require to meet your specific needs through various report methods present in the module, like charts, bars, or graphs.

Recently, to improve your survey experience, Kanak Infosystems has brought two new additional modules to the existing Odoo Survey Module. These modules could be purchased from the app store and could be configured in your Odoo Database.

Kanak Infosystems is an ERP development company with a decade of experience and surpasses all the company-specified benchmarks, including Customization, Implementation, Upgradation, Support, and Integration. We are also the official partners of Odoo.

Also Read: Odoo Review: Features, Pros, and Cons of the ERP Platform

1. Partner Survey Module

With the help of this feature, a user would be able to share and start surveys from his client contacts. He would also be able to see all the answers given by the clients to that survey.

A survey could be shared and started by the admin himself on behalf of any of his contacts. Also, the admin would be able to ask for surveys directly from the profile of his contact.

The most distinctive part about this feature is that this doesn't require any extra configuration at all, and it would save you a lot of time.

Explore More Here: Partner Survey Odoo Module

2. Custom Matrix Survey

This module would allow you to handle the complex survey forms by providing the options of Multiple Choice Questions, Custom Matrix, etc.

Custom Matrix Survey is specially developed to handle complex surveys and provide Custom Matrix Type. It would allow you to print the PDF format of the survey and also share the survey with your clients.

Explore More Here: Custom Matrix Survey Odoo Module

Wrap Up

Do you have questions? Do you feel intrigued by the Wonderful features of Odoo? Well, you can reach out to us for any kind of query, a demo, or just a consultation.

Don't be hesitant, we are happy to help you. Contact us at [email protected]