Complete Guide to Odoo 18 Survey Module Features and Capabilities

Collecting feedback, conducting assessments, and gathering market research data are essential activities for any business. Odoo 18's Survey module provides a comprehensive platform for creating professional surveys, quizzes, and assessments with advanced features like live sessions, automated scoring, and detailed analytics. Whether you're measuring customer satisfaction, conducting employee evaluations, or running certification exams, this module streamlines the entire survey lifecycle.

This complete guide walks you through every aspect of the Odoo 18 Survey module—from creating your first survey to analyzing results and managing participant responses. You'll learn professional techniques for designing effective surveys that deliver actionable insights.

Understanding Survey Types in Odoo 18

Odoo 18 offers four distinct survey types, each optimized for specific use cases:

Step 1: Creating Your First Survey

1. Access Survey Module: Navigate to Apps → Survey
2. Start New Survey: Click the New button in the main dashboard
3. Select Survey Type: Choose from:
   • Survey - General feedback collection
   • Live Sessions - Real-time participant interaction
   • Assessment - Scored tests and quizzes
   • Custom - Tailored survey format
4. Enter Details:
   • Title: Give your survey a clear, descriptive name
   • Responsible: Auto-filled with your name (can be changed)
   • Restricted to: Optionally limit access to specific employees

Step 2: Adding Questions

Question Types Available

Adding Questions to Your Survey

1. Questions Tab: Navigate to the Questions tab
2. Create Section: Click Add a section to organize related questions
3. Add Question: Click Add a question
4. Configure Question:
   • Question: Enter your question text
   • Question Type: Select from available types
   • Description: Add helpful context (optional)

Configuring Multiple Choice Questions

1. Choices Tab: Navigate to the Answers section
2. Add Options: Click Add a line to add answer choices
3. Configure Options:
   • Show Comments Field: Allow participants to add comments
   • Comment is an answer: Treat comments as valid responses
   • Mandatory Answer: Require a response
   • Error Message: Customize validation error message

Text Input Validation

For Single Line Text Box questions, you can add validation rules:

1. Email Validation: Enable Input must be an email
2. Save as Nickname: Store answer as participant nickname
3. Min/Max Limits: Set character or value limits
4. Validation Error: Custom error message for invalid entries
5. Placeholder: Hint text showing expected format

Step 3: Configuring Survey Options

The Options tab provides powerful settings to control survey behavior and participant experience.

Questions Section

Participants Section

Time & Scoring Section

Step 4: Adding Description and End Message

Description Tab

Use this tab to provide an introduction or overview that participants see before starting the survey. Include:

• Purpose of the survey
• Estimated completion time
• How the data will be used
• Privacy and confidentiality information

End Message Tab

Customize the message participants see after completing the survey:

• Thank you message
• Next steps or follow-up actions
• Contact information for questions
• Links to related resources

Step 5: Sharing Your Survey

Once your survey is configured, you can distribute it to participants.

1. Click Share Button: Located at the top of the survey form
2. Survey Link: Copy the generated URL to share via any channel
3. Email Distribution:
   • Enable Send by Email
   • Compose your invitation message
   • Select recipients
   • Click Send

Step 6: Managing Responses

Participations Tab

Track who has participated in your survey:

• View total number of participants
• See completion status for each participant
• Track attemptsmade per user
• Monitor quiz scores and pass/fail status

Participation Menu

Access the Participation menu to view detailed information:

• Created on: When the participation was created
• Survey name: Which survey was taken
• Attempts: Number of attempts made
• Deadline: Deadline for completion (if set)
• Quiz Passed: Pass/fail status for assessments
• Score: Total points earned
• Status: Completed, In Progress, or Not Started

Step 7: Analyzing Survey Results

Viewing Results

1. Click See Results: Button on the survey dashboard
2. Survey Overview: View key metrics:
   • Total questions
   • Average completion duration
   • Number of registered participants
   • Number of completed responses
3. Visual Analytics: Results displayed in multiple formats:
   • Bar charts
   • Pie charts
   • Statistical summaries

Questions & Answers Menu

Access detailed question and answer data from three sub-menus:

Live Sessions Feature

Live Sessions are perfect for real-time engagement during presentations or training events.

Setting Up a Live Session

1. Create Survey: Select Live Sessions as survey type
2. Configure Questions: Add time limits for each question
3. Live Session Options: In the Options tab:
   • Enter Session Code: Short code participants use to join
   • Optional Session Link: Direct URL for joining
4. Start Session: Share the session code with participants
5. Monitor Real-time: View responses as they come in

Best Practices

Frequently Asked Questions

Conclusion

Odoo 18's Survey module provides a powerful, flexible platform for collecting feedback and conducting assessments. From simple customer satisfaction surveys to complex certification exams with live sessions, the module adapts to your needs with minimal configuration.

By leveraging features like conditional questions, automated scoring, time limits, and visual analytics, you can create professional surveys that deliver actionable insights. The integration with other Odoo modules means survey data flows seamlessly into your larger business processes, making it a valuable tool for data-driven decision making.