IjasAug. 5, 2019
Survey helps you to keep in touch with your customers. The feedback from the clients are very important for maintaining the business in a very good way. Odoo provides a module named as survey for achieving this. In this blog we are going to explain how to manage surveys in odoo. So let’s begin.
First thing is to install Survey module from apps.
Surveys -> Click on “Create” button.
Here we can give a name to our survey and we can add pages by clicking on the Add an Item button.
Here i am going to make a page named as product and services , We can add questions by clicking add an item.
While making your survey questions, always keep in mind that nobody want to waste their time on answering lengthy and useless questions. So try to keep your questions simple and to the point
Here we will get different options like
• Multiple Lines Text Box:
This type of questions takes multiple lines of answer from the customer. We can make it as a mandatory question by ticking the check box in the options.
• Single Line Text Box:
This type of questions only takes a single line answer from the customer.Its almost similar to the multiple line text box.
• Numerical Value:
In this type only numbers are allowed as answer.
This type of question only takes dates as their answer.
• Multiple choices: only one answer :
It's like a radio button with only one answer is allowed.
• Multiple choices: multiple answers allowed:
Same as the radio button, but we can select more than one answer.
The following screenshot is an example of matrix. In this mode there is options for selecting the number of rows.
After creating and saving all the questions that we need to ask to the customer, we can test our survey to calculate its duration and other factors, For testing our survey just click on the Test Survey button on the top.
Then our survey page will opens.
After completing the survey successfully a screen will pop up like this where we can review our answers.
As an administrator you can also go to the back end and view the answers, so here the odoo provides the statistical and graphical details of the survey. For viewing it just go to surveys and click on the three lines at the rightmost top corner.
Then the list of surveys will be provided, select the survey which you need to view the results.
After selecting, it click on the view result button.
Then we can see all the graphical and statistical results of the survey.
It is important to keep your customer with your business and make them a feel, how you take care of your customers. Survey Management in Odoo is an awesome module to manage the customer's feedback. Staying in touch with your customers after they've purchased your product/service is really significant in retention of business or in order to make sure that they come back to you in the future.This blog covers information in general about ‘Survey Management in Odoo ’.