How Surveys Work in Odoo 18 (Enterprise) 

The Survey Module in Odoo 18 Enterprise helps businesses collect structured feedback, conduct assessments and measure customer or employee satisfaction. It supports multiple question types, automated scoring  and real-time analysis — all integrated within Odoo.

This blog explains the purpose, setup, working flow and reporting of Surveys in Odoo 18.

What Is the Survey Module?
The Survey Module allows you to:
   * Create online surveys and questionnaires
   * Collect customer, employee or partner feedback
   * Conduct exams and evaluations
   * Analyze responses using reports and statistics

Why Use Surveys in Odoo?
Surveys help to:
   * Measure customer satisfaction
   * Improve products and services
   * Conduct internal assessments
   * Collect structured data for decision-making
   * Automate feedback collection

Where to Access the Survey Module
   * Go to Apps
   * Install Survey
   * Open Survey Module from the main dashboard

How to Create a Survey in Odoo 18
Step 1: Create a New Survey
   * Go to Survey Module
   * Click New

Enter The details : 

   * Survey Title
   * Responsible User
   * Restricted to
   * Survey Description (optional)

Step 2: Configure Survey Settings
Under the Options tab, configure:
   * Access Mode (Public / Invite Only)
   * Layout (One page per question or multiple)
   * Attempts allowed
   * Time limit (if required)
   * Scoring options (for quizzes/exams)

How to Add Questions to a Survey
   * Click Add a Question
   * Select the Question Type 

Supported Question Types:
       * Multiple choice: only one answer
       * Multiple choice: multiple answers allowed
       * Multiple Lines Text Box
       * Single Line Text Box
       * Numerical Value
       * Scale
       * Date
       * Datetime
       * Matrix

* Enter the Question
* Define answer options or correct answers 
* Save the question Publishing and Sharing the Survey

How to Share a Survey
        * Click Share 

* Copy the Survey Link

How Respondents Answer the Survey
   * Users open the survey link
   * Answer the questions step by step
   * Submit the survey

   * Responses are stored automatically in Odoo

  * No login is required for public surveys.

* Click the Test buttonAnswer  survey questions
   * Submit the survey
   * Click the Close button

     * Confirm the action in the popup
     * Click the Reopen button

      * Survey status changes to In Progress

    * Existing survey link becomes active again

Surveys with Scoring (Quiz / Exam Mode)
You can enable:
   * Correct answers
   * Points per question
   * Pass/fail conditions

This is useful for:
   * Training assessments
   * Certification exams
   * Employee evaluations

Automation with Surveys
Surveys can be linked with:
   * CRM (Lead feedback)
   * Employees (HR surveys)
   * E-learning (Course assessments)
   * Marketing automation

Best Practices for Surveys
   * Keep surveys short and clear
   * Use rating questions for quick feedback
   * Test survey before publishing
   * Analyze responses regularly
   * Use automation for follow-ups 

Conclusion

The Survey Module in Odoo 18 Enterprise is a powerful tool for collecting feedback and conducting assessments. With flexible question types, scoring and reporting, businesses can gain valuable insights and improve decision-making.