Odoo Surveys: Structured Feedback and Voting Forms

Introduction

Odoo Surveys bridges brand presence and revenue: websites, campaigns, and events should feed the same customer record your sales team works every day.

Marketing and web teams frequently operate in isolation, so leadership cannot answer which channels produce qualified opportunities or repeat buyers.

Surveys in Odoo lets you publish, capture demand, and measure campaigns while sharing products, prices, and stock rules with Sales and CRM.

Marketing managers, e-commerce leads, and founders growing inbound pipelines can use this guide to align growth tactics with backend processes.

Surveys is part of Odoo's modular ERP. Teams adopt it when they want clear responsibilities, repeatable workflows, and searchable history instead of isolated messages and offline spreadsheets. Odoo Surveys: Structured Feedback and Voting Forms states the storyline for stakeholders approving budgets while.

This article is a ranked Top 10 from Level 1 (easy) to Level 10 (expert). Every level includes numbered steps: what you would actually click in Odoo Surveys.

Start where you are comfortable, not at level 10 because it sounds impressive.

Read the challenge section next, then open the level that matches your team today.

In this guide, you will see:

• What Odoo Surveys is responsible for in a typical company stack
• Where teams feel the most friction today (and why)
• Ten ranked use cases from beginner discipline to advanced strategy
• When automation or integrations justify bringing in an Odoo partner

The Challenge

Traffic is up 40 percent, but the sales team says leads are weak. Web analytics and CRM tell different stories, and nobody can name which campaign funded last quarter's best customer.

Marketing and web generate activity, but leads and orders do not always connect to sales follow-up. Teams cannot see which campaigns pay back without manual spreadsheets.

Sound familiar? Teams usually hit these walls:

• Website leads that never become opportunities
• Product and price data different online vs internal sales
• Campaign results that cannot be tied to won deals

The good news: you do not need a big-bang project to fix everything. Pick one use case below, run it for 30 days in Odoo Surveys, and measure what changes.

Top 5 Surveys Use Cases

5 use cases for Odoo Surveys, ranked from Level 1 (easy, do it this afternoon) to Level 5 (expert). Each one answers: what would we build, and what are the clicks in Odoo?

Level 1 is the easy starter. The last level is the ambitious scenario you might dream about but rarely build alone.

Pick your level, follow the numbered steps in a test database, then move up when the previous level feels boring.

1. Send your first survey and read the answers in one place Level 1 — Easy

Level 1 is the simplest Surveys flow: one person designs a short survey, shares the public link, and reads the answers. No scoring, no logic, no automation, just one channel to collect feedback.

Here's how you'd do it in Odoo:

1. Install the Surveys app, then go to Surveys, New, and name the survey Customer Feedback.
2. Add 3 to 5 questions: a multiple choice on satisfaction, a 1 to 5 rating, and one open text for free comments.
3. Open the Options tab, set Access Mode to Anyone with the link, and disable Login Required so visitors answer in one click.
4. Click Start Survey, copy the public URL, and paste it in an email signature, on the website footer, or in a QR code on receipts.
5. After a few hours, return to the survey and open the Participations tab to read every answer line by line.
6. Click See Results at the top to view the auto-generated charts for the multiple choice and rating questions.

What you get: You have a real feedback channel running in under 15 minutes, with answers stored in Odoo instead of lost in an email inbox or a spreadsheet nobody opens.

2. Run a live audience vote during a meeting or webinar Level 2 — Easy

Level 2 introduces Session Mode, the interactive voting layer behind the 'voting forms' part of Surveys. The host pushes questions one by one and the room answers from their phones in real time.

Here's how you'd do it in Odoo:

1. Open a survey and tick Is a Live Session in the Options tab to enable host-controlled pacing.
2. Pick question types that fit live voting: multiple choice with single answer, rating, or short text for an ice-breaker.
3. From the survey, click Create Session: Odoo returns a short code and a join URL to project on the meeting screen.
4. The audience scans the QR code or types the code on the join URL and enters a nickname, no account required.
5. Click Next Question on the host screen to push each question live, then show the bar chart of votes before moving on.
6. Enable the leaderboard for quiz-style sessions so participants see the top 5 names update after every question.

What you get: A team meeting, all-hands or conference Q&A turns into a measurable conversation with archived answers, and you stop paying for a third-party voting tool that does not talk to your data.

3. Turn the survey into a scored certification with a passing grade Level 3 — Medium

Level 3 turns Surveys into a graded test: correct answers, scoring per question, a passing threshold, and an automatic PDF certificate emailed to candidates who clear the bar.

Here's how you'd do it in Odoo:

1. Duplicate the survey or create a new one, then in the Options tab enable Is a Certification and set Passing Score to 70 percent.
2. On every multiple choice question, open the Answers tab and tick the Correct Answer checkbox plus the points value, for example 5 points.
3. Set Limit Attempts to 2 so candidates cannot brute-force the quiz, and set a Time Limit of 20 minutes for the whole survey.
4. Upload a PDF certificate template in Configuration so winners receive their personalized certificate by email automatically.
5. Open Surveys, Reporting, Performances to track average score, success rate, and the questions that everyone fails.
6. Use the failing questions list as a backlog: rewrite the wording, update the training material, and re-run the quiz next month.

What you get: Onboarding, product training, and compliance refreshers stop being slides nobody reads and become measurable knowledge checks with proof of completion stored per employee.

4. Show only the questions that match each respondent with conditional logic Level 4 — Hard

Level 4 adds Triggering Answers and sections so a long survey shrinks to a short, relevant one per person. Detractors get a follow-up, promoters skip ahead, and the form length adapts on the fly.

Here's how you'd do it in Odoo:

1. Open the survey and split it into sections: Profile, Experience, Detractor Follow-up, Promoter Follow-up, using Add a Section.
2. On the Detractor Follow-up section, open the form and set Triggering Answer to scores 0 to 6 on the NPS question above.
3. Do the same on the Promoter section, set Triggering Answer to scores 9 or 10 so happy customers see the referral question instead of the complaint one.
4. Inside the Detractor section, add an open question asking the main reason the respondent would not recommend the company.
5. Tick Randomize per Section on the Experience block so the order of feature ratings rotates between respondents to limit ordering bias.
6. Click Test in the top right and walk through both paths (detractor and promoter) to confirm the right questions appear at the right time.

What you get: Completion rates climb because nobody answers irrelevant questions, and the open-text comments come from the right people with the right context, ready for the next product review.

Modeling the right section tree, the triggering answers, and the segmentation tags so every team (product, support, marketing) can act on the answers is a typical short engagement Dasolo runs to avoid the trap of a single, untargeted, 40-question survey nobody finishes.

5. Automate post-purchase NPS across CRM, Helpdesk, Marketing Automation and a live dashboard Level 5 — Expert

Level 5 is the full operating system around Surveys. Every sale or ticket triggers an NPS survey, answers are routed to CRM or Helpdesk, an AI scores sentiment, and a real-time dashboard tracks NPS per product, country and rep.

Here's how you'd do it in Odoo:

1. In Marketing Automation, create a campaign Post-Purchase NPS on the Sales Order model, trigger 7 days after invoice paid, action: send the survey link by email and SMS.
2. On the survey, enable Send by Email with a unique token per customer so every answer is linked back to the partner, the salesperson and the order.
3. When a Detractor (0 to 6) submits, an Automated Action opens a Helpdesk ticket on the right team with the comment pre-filled and assigns it to the account manager.
4. When a Promoter (9 to 10) submits, an Automated Action creates a CRM Opportunity tagged Referral Candidate and starts an email drip with a referral link.
5. Connect an AI text analysis service to score the sentiment of the open-text comment and add tags (Pricing, Onboarding, Support, Bug) on the partner record.
6. Build a Spreadsheet dashboard NPS Live with pivots per product, per country, per salesperson and per sentiment tag, refreshed in real time from Surveys data.
7. Review the dashboard in the weekly leadership meeting and pick the top 3 detractor themes as the next quarter product backlog priorities.

What you get: NPS stops being a one-shot annual survey and becomes a continuous feedback loop that drives retention, referrals and product priorities with measurable numbers per team and per product.

Wiring the Marketing Automation triggers, the Helpdesk and CRM routing rules, the AI sentiment classifier, and the live Spreadsheet dashboards across four apps is the kind of cross-app architecture Dasolo designs as a partner-led engagement, so the feedback loop runs end-to-end on day one instead of being rebuilt.

When Expert Help Makes Sense

If levels 1 to 3 fit your world, you can often succeed with standard Odoo Surveys, a patient internal owner, and a sandbox where people are allowed to break things safely.

From level 4 upward, the stakes rise: automated workflows that email the wrong customer, Studio fields that block upgrades, APIs that silently stop syncing stock at 2 a.m.

That is not a failure of your team. It is a signal that architecture, testing, and governance matter.

Bring in a partner when you need multi-app design, country-specific compliance, complex integrations, or a go-live date the board already put in the calendar.

Work With Dasolo

Dasolo helps companies implement Odoo the way they actually work: custom apps, clean integrations, and training people will remember after the consultants leave.

If your roadmap for Surveys includes the advanced use cases in this guide, we can map a phased plan: quick wins first, then automation and integrations with clear owners and test scripts.

You keep control of scope and budget. We bring the Odoo depth so your team does not learn expensive lessons in production.

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