What the Agent Configures
Survey Types
- Customer Satisfaction (CSAT) — Post-purchase or post-support rating
- Net Promoter Score (NPS) — Likelihood to recommend (0-10 scale)
- Employee Engagement — Anonymous internal feedback
- Training Assessment — Quiz with scoring and certification
- Market Research — Product feedback and feature requests
- Event Feedback — Post-event satisfaction survey
Question Types
| Type | Use Case |
|---|---|
| Single Choice | Rating scales, preference selection |
| Multiple Choice | Feature selection, interest areas |
| Text (Short) | Name, email, one-line feedback |
| Text (Long) | Detailed comments, suggestions |
| Numerical | NPS score, quantity estimates |
| Date | Preferred dates, event dates |
| Matrix | Multi-dimensional rating (service × quality) |
Scoring and Grading
- Points per question/answer for assessments
- Passing score threshold
- Weighted sections (technical questions worth more than opinions)
- Automatic grading with instant results
- Certificate generation on passing
Conditional Logic
- Show/hide questions based on previous answers
- Skip sections based on respondent profile
- Branch to different question paths
- Required vs optional questions
Distribution
- Email invitation with unique survey link
- Website embed for public surveys
- QR code for physical distribution
- Scheduled follow-up for non-respondents
Integration Points
- Helpdesk — Post-ticket-resolution satisfaction survey
- Events — Post-event feedback survey
- eLearning — Course assessment quizzes
- HR — Employee engagement surveys
- Sales — Post-purchase NPS survey
Getting Started
Deploy Odoo with Surveys on DeployMonkey. The Surveys module is available in both Community (basic) and Enterprise (full features including scoring, certification, and conditional logic).