Odoo Survey Module: Forms and Feedback Guide

What Is Odoo Surveys?

Odoo Surveys is a versatile form builder for creating questionnaires, feedback forms, quizzes, assessments, and polls. It supports conditional logic, scoring, time limits, and detailed analytics. The module integrates with Recruitment (candidate assessments), Appraisals (360 feedback), and Marketing (customer surveys).

Module Setup

Install the Surveys module from Apps. No additional configuration is needed to start creating surveys.

Creating a Survey

1. Surveys → Create
2. Enter the survey title and description
3. Choose survey type: Survey, Live Session, Assessment, or Custom
4. Add sections and questions

Survey Types

Question Types

Odoo supports a wide range of question formats:

• Multiple Choice — Single answer from a list
• Checkboxes — Multiple answers from a list
• Free Text — Short text or long text response
• Numerical — Number input with optional validation
• Date / Datetime — Date picker responses
• Matrix — Grid with rows and columns (Likert scale)
• File Upload — Respondent uploads a document

Matrix Questions Example

# Satisfaction survey matrix:
# Rows: Product Quality, Customer Support, Delivery Speed, Value
# Columns: Very Satisfied, Satisfied, Neutral, Dissatisfied, Very Dissatisfied

# Each intersection becomes a radio button
# Results show distribution across all dimensions

Conditional Logic

Show or skip questions based on previous answers. This keeps surveys relevant and reduces drop-off rates.

# Example conditional logic:
# Q1: Do you use our premium features? (Yes/No)
#   If Yes → Q2: Which premium features do you use most?
#   If No → Q3: What prevents you from upgrading?

# Implementation:
# On Q2: Set "Trigger Question" = Q1, "Trigger Answer" = Yes
# On Q3: Set "Trigger Question" = Q1, "Trigger Answer" = No

Scoring and Assessments

For quizzes and certifications:

• Assign point values to each answer option
• Set a passing score (percentage or absolute)
• Enable time limits per question or for the entire survey
• Show correct answers after submission (configurable)
• Award certificates or badges on passing

Certification Example

# Product Knowledge Certification:
# - 20 questions, 5 points each = 100 total
# - Passing score: 80%
# - Time limit: 30 minutes
# - Show correct answers: After submission
# - Certificate: Auto-generated PDF
# - Validity: 12 months (re-certification required)

Distribution

Sharing Methods

• Link — Share a URL directly (public or login required)
• Email — Send invitations from Odoo with tracking
• Website — Embed on your Odoo website page
• QR Code — Generate a scannable QR code

Access Control

• Anyone with the link — Open access, anonymous allowed
• Invited people only — Only emailed recipients can respond
• Login required — Respondents must log in (tracks identity)

Live Sessions

Live sessions turn surveys into interactive presentations. The presenter controls which question is displayed, and the audience responds in real-time via their devices. Results appear instantly on screen — ideal for meetings, training sessions, and events.

Results and Analytics

After collecting responses, analyze results from the survey dashboard:

• Summary view — Charts showing response distribution per question
• Individual responses — Drill into each respondent's answers
• Download — Export results as CSV or Excel for external analysis
• Filter — Segment results by date, score range, or answer to a specific question

Integration with Other Modules

• Recruitment — Send assessment tests to job applicants
• Appraisals — Collect 360-degree feedback from peers
• eLearning — Quizzes within training courses
• Events — Post-event satisfaction surveys
• Email Marketing — Embed survey links in campaigns

Best Practices

• Keep surveys short — Under 10 minutes reduces abandonment
• Use conditional logic — Only show relevant questions
• Test before sending — Preview and take the survey yourself first
• Set clear deadlines — Urgency improves response rates
• Act on results — Share findings and implement changes

DeployMonkey + Surveys

DeployMonkey's AI agent helps create professional surveys with optimal question structures, scoring rubrics, and distribution strategies tailored to your use case.