You can share a survey once you publish it to allow other people to respond to it. Using the Share button, we can distribute the survey to the targeted respondents to obtain their responses.
Overview of Odoo Surveys
A brief introduction to Odoo
Source: Cybrosys
Odoo Surveys can provide online businesses with essential data to improve their performance and productivity. An excellent strategy for a business to grow is to get feedback on the goods sold and the services offered. Thereby, online stores can identify how they can make improvements to satisfy a customer with higher-quality products. Companies can inform customers about the request for feedback by sending them a link through social media, emails, or websites.
Source: Bassaminfotech
In addition, the Survey Time Limit portion of the settings page allows you to modify the Survey’s time restriction after the Progression mode has been configured.
What is Odoo Surveys?
Undoubtedly, all businesses need a survey management system to stay in touch with their customers. Companies must receive client feedback since their products and services directly cater to target customers. In other words, it reveals how well-received your products are. Additionally, surveys demonstrate how much you value and care about your clients.
Odoo Survey‘s benefits for your business
Source: Cybrosys
1. Collect more insightful data
The only way to ensure that a survey will provide you with the data you are hoping for is to test it. Odoo Surveys testing ensures that the respondents will give you the desired answers you want and that the survey is functioning properly.
Odoo is a comprehensive enterprise resource planning (ERP) solution that gives you total control over your business thanks to its well-defined and cutting-edge features. Due to its dependability, operational preparedness, and sophisticated control and administration skills in your business, Odoo is one of the top ERP solutions currently on the market. Moreover, this platform is preferred over alternative business management solutions by many online merchants. Therefore, the users of Odoo can manage various business activities, including CRM, sales, inventory, reporting, accounting, and sending invoices, to name a few.
Moreover, you can select the Survey’s progression data representation from the Progression Mode section. Both percentage and number are available as progression modes. Choose the data viewing and management options that best fit your needs.
Odoo is an eCommerce platform with complete business administration tools. In other words, it is a full suite of open-source business applications.
2. Create engaging online surveys quickly
Once the installation is complete, you can access the Survey module icon on Odoo’s main dashboard. All created surveys are visible on this platform when you enter the Survey module, as illustrated in the figure below.
When you use the survey module, you can quickly create a Survey from its dashboard. You can conduct a new Survey using the CREATE button.
You can type the error message to appear each time a step in the process is skipped. Besides, you can choose to enable the conditional display by selecting the checkbox.
Moreover, you can use the conditional display to have the primary question immediately prompt a follow-up query. When customers have responded to the relevant main question, the Odoo Surveys module will automatically trigger the question. You can set a time restriction for each question to be answered by selecting the Question time limit under the Live sessions. By doing so, the survey process can be completed without losing precious time.
3. Simple and direct from creation to analysis
Read More: Odoo HR – The Best Solution To Manage Your Employees?
Odoo Surveys has an incredibly user-friendly interface. Thus, businesses find it even simpler to design and modify surveys. One of the important factors when developing any application, website, or software is conducting a user-friendly interface. If your module has a difficult-to-use interface, your users will find it challenging to use your product. Furthermore, they can even give up trying. Therefore, you ought to make user interactions as straightforward and feasible as possible. To achieve user goals, Odoo Surveys adopts a neat and user-centered user interface design.
Intuitive steps to build an Odoo Survey
Overview of Odoo Surveys dashboard
Source: Cybrosys
Source: Cybrosys
On the other hand, Odoo can publicize the survey results to boost the popularity of your product. Thus, businesses can choose whether they release information to the public or keep it private. On your website, you can publicly share your survey findings according to your unique needs and priorities. This functionality is very helpful because published survey results can help you win over more clients’ trust in addition to being seen as ethical.
4. Survey testing
Survey testing refers to putting your survey through several trials to identify any potential flaws. Before distributing a survey to your customers, survey testing can assist you in looking for and solving any potential problems.
In this blog, BSS Commerce will give you a thorough overview of the Odoo Surveys module and how to create and manage surveys.
Businesses can easily keep an eye on the ongoing surveys by using the Live sessions area, which is displayed in the image above. The Live sessions section is where you may manage the live survey sessions. You can choose to respond by checking the Reward quick answers box, and for easier management, you can also give each live area a different code. To begin the live session of the survey, utilize the CREATE LIVE SESSION button.
5. Survey distribution
Surveys will increase your opportunities to communicate with customers frequently. For online businesses, consumer feedback and experience data can make a significant difference. Through survey questions, business owners can learn how their customers feel and acquire more information to increase their sales volume. Fortunately, Odoo provides online merchants with the Odoo Surveys module that allows them to run online surveys and receive immediate feedback.
Empowering your store with Odoo means that you can manage automated evaluations, satisfaction surveys, marketing campaigns, and feedback forms on only one platform. Hence, it takes no effort from you to conduct and launch a complete survey. With Odoo’s simple building blocks, you can easily create appealing and understandable survey forms because you can preview the final product. Besides, inline material can always be edited.
6. Answer analysis
After adding the description, select the Options tab to access the questions’ more complex options, such as Mandatory Answer, Conditional Display, and Question Time Limit. You can make the question necessary or optional. To use the functionality, choose the checkbox next to the Mandatory answer. When the functionality operates, a file will open up where you may input the error message that appears whenever the required response to a question is passed, as seen below.
After that, when you receive survey responses, there is no need for you to synchronize results with your database. Because Odoo automatically handles it, which saves you a lot of time and money. Real-time results can be obtained and seen on charts.
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You can add the survey questions in the section titled “Questions”. When you click the Add a question button, a new tab where you can input your question will open, as seen below.
Read More: Odoo CRM: The Solution To Managing Your Customer Effectively
Conclusion
The question will go on to the following one once the time limit has passed. After configuring the survey, you can select SAVE & CLOSE or SAVE & NEW to close it or start a new one. To add a new section to the fields from the survey setup section, click the Add a section button under the Questions tab. From the setup page, you can add a description and an ending message to the newly generated survey.
You can customize the survey more with the advanced features. In addition, you can select the Survey Layout in the Options section. One page with all the questions, one page for each part, and one page for each question are the three primary layout options. If you want to apply the layout options to the Survey, select one from the list. Besides, you have control over who can access the Survey link in the Candidates section. Anyone with the link is the default selection, and the other choice is to invite exclusively. To restrict access to just members who have registered, you can click the Login Required option.
You can also access the Survey module dashboard in List view by selecting the List view option in the top right corner. The List view is presented in the screenshot above. The appropriate statistics for each of the surveys that have been arranged will be given to the user here.
Once you have finished creating the survey, you can easily test the survey by clicking the Test button.
The user can design the questionnaire to have multiple-choice or single-line answers. The feedback requests may ask the customer to indicate different information like the product’s name, the retailer that sold it, the expiry date, etc. Hence, the feedback that the customer sends will be significantly more precise. Moreover, feedback questionnaires are not just created for product items, but also for services and support offered by businesses. The company’s facility maintenance or cleaning work may be the subject of the survey asking for comments.
Through customer data gained by Odoo Surveys, companies can recognize current trends, concentrate on the demands of customers, and continually improve their internal operations. Therefore, Odoo Surveys allows businesses to reach a wide range of potential customers, evaluate them digitally, and get different points of view about their products and services.
