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Survey in Activities

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Survey in Activities

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 STORY BEHIND THE FEATURE

ODOO BEHAVIOR

In Odoo, launching a contextual survey is complex and lacks direct integration within workflows. Surveys can be linked via email, but there is no hard connection between the survey and specific records or activities within the system. This limitation makes collecting feedback directly tied to specific actions or records challenging, leading to a disconnected user experience and manual intervention to analyze survey results in context.
 


CLUEDOO BEHAVIOR

Cluedoo enhances the survey functionality by introducing an activity-type survey directly linked to system records. This feature automatically records survey participation when a test survey is completed, capturing the results tied to any model that initiated the survey activity. Once the survey is finished, the model record that triggered the survey receives a score based on the participation results, creating a seamless feedback loop that directly integrates survey data into the workflow, enhancing usability and insight.
CLUEDOO RECOMMENDATIONS

​​Install on 100% of the database.


​ ​ ​ ​ ​ ​ ​ ​ ​ ​HOW TO USE THIS MODULE

1. Go to CRM > Configuration > Activity Types > Survey and choose a survey that you already created > Save

e.g. I choose Burger Quiz

2. Go to Contacts (Invoices/Projects/Tasks/Purchase Orders) > Choose the employee that will trigger the survey > Activities > Fill in the Activity Type and the Survey's name will be automatically added >Assign the survey > Schedule

3. Click on Survey > Share > Send

4. For participant, go to Settings > Technical > Email > Emails and you will see an invitation sent to you > Start Survey

After you finish, click Submit or press Enter > Your score will appear on the screen


Note: The survey will pop out on a new tab

5. Head to Surveys > Choose the survey (e.g. Burger Quiz) > Participations and you will see that the Record has been linked to the person who sent out the survey and the participant's Score is visible as well

6. Head back to Contacts or click on the employee's name in Record, the survey score of the participant has also been updated on the employee's profile

7. The survey's information can also be viewed on the Record's and Contact's profile via the Survey smart button