How to Set Up Surveys in Odoo
Whether you want customer feedback, employee input or a quiz for training, Surveys lets you ask questions and gather answers, with results that connect to the rest of your system. Setting one up well is what gets you useful responses. Continuing this series of practical Odoo how-to guides, here is Surveys.
Decide what you want to learn
Before building anything, be clear on what you are trying to find out. A survey with a purpose gets useful answers; one that asks everything gets ignored. Setting the goal first, customer satisfaction, feedback on a product, a training check, shapes every question you write and keeps the survey focused and short.
Build your questions
Odoo Surveys supports different question types: multiple choice, ratings, free text and more. Choose the type that fits what you are asking. Keep questions clear and the survey short enough that people actually finish it. Well-built questions are what turn a survey from a chore people abandon into one that produces real, usable data.
Choose the survey type
Surveys can serve different purposes: gathering feedback, running an assessment or quiz, or collecting information. Setting the survey up for its purpose, for example scoring answers for a quiz, is what makes it behave correctly. Match the setup to whether you want opinions, a score, or facts.
Share it with the right people
Decide who should take the survey and how they receive it: a link, an email, embedded on your website. Because Odoo connects to your contacts, you can target the right audience. Getting the survey to the right people is as important as the questions, since responses from the wrong audience tell you little.
Use the results
The point of a survey is what you do with the answers. Odoo gathers and presents the results, so set up how you will review them and act. Feedback that is collected and ignored is wasted effort; results that inform a decision or a change are where surveys pay off. Close the loop by acting on what you learn.
Practical tips
- Decide what you want to learn before writing questions.
- Build clear questions of the right type, and keep it short.
- Set the survey up for its purpose: feedback, quiz or data.
- Share it with the right audience using your contacts.
- Review the results and actually act on them.
My take
Surveys is a straightforward tool that is only as valuable as the thought behind it. A clear purpose, well-built and concise questions, the right audience and, above all, acting on the results are what make it worthwhile. Connected to your contacts and data, the answers flow back into the business rather than sitting in a spreadsheet, which is what turns feedback into improvement.
Next in this series: how to set up Knowledge.
Based on the official Odoo 19 Surveys documentation. Want to gather feedback that leads to action? Get in touch.