Build Surveys, Certifications & Live Sessions with Odoo Surveys

What Is Odoo Surveys?

Odoo Surveys lets users create surveys, questionnaires, certifications, and assessments to collect feedback and evaluate results. It ships inside the Odoo application suite as a dedicated marketing app, so the survey engine is natively connected to CRM, recruitment, eLearning, and other modules rather than bolted on as a third-party tool.

For SMEs evaluating an ERP and CRM platform, this matters because survey tooling is often an afterthought — a separate SaaS subscription with its own login, billing, and data silo. Odoo's approach is the opposite: the same database that holds your customers, applicants, and courses also holds the surveys that measure their satisfaction, knowledge, or fit. Every response is linkable to the originating record.

• →Create surveys, questionnaires, certifications, and assessments in one module.
• →Native integration with CRM, Recruitment, eLearning, and Appraisals.
• →No separate survey SaaS — responses live in the same Odoo database.
• →Configure scoring, conditional logic, and time limits without add-ons.

Question Types, Sections & Conditional Logic

Survey questions in Odoo can be organized into sections, and the 'Randomized per Section' option lets administrators pick a set number of questions at random from each section per participant — useful for anti-cheating in proctored assessments or for keeping long surveys fresh across audiences.

A question's behavior is controlled from its own configuration panel. Per-question options include mandatory-answer constraints, conditional display, validation rules and placeholders for text and numeric inputs, and (in Live Session mode) a per-question time limit. Conditional Display shows a question only if a specified triggering answer was selected in a previous question, so a respondent who picks 'Not interested' can be routed past follow-ups that no longer apply.

• →Eight native question types: Multiple choice (only one answer), Multiple choice (multiple answers allowed), Multiple Lines Text Box, Single Line Text Box, Numerical Value, Date, Datetime, and Matrix.
• →'Randomized per Section' picks N questions at random per participant for variety and integrity.
• →'Conditional Display' shows a follow-up only after a triggering answer.
• →Validation rules and placeholders keep text and numerical answers clean: text, number, date, and datetime questions support a 'Validate Entry' option with minimum/maximum limits and a custom validation error message, while multiple-choice questions can expose a comments field that optionally counts as an answer.

Scoring, Pass Thresholds & Certifications

Odoo Surveys assigns points to answers to measure participant performance, knowledge, or satisfaction; points are summed at the end into a final score. Scores can be negative to penalize incorrect answers, which is helpful for certifications where guessing should be discouraged.

Two scoring modes are available. 'Scoring with answers at the end' shows which questions were right or wrong after submission, while 'Scoring without answers at the end' reveals only the final score — appropriate when you want to reuse the same questions across cohorts without exposing the answer key.

Turning a scored survey into a credential is a single toggle. An Odoo survey can be turned into a certification by enabling 'Is a certification'; a configurable 'Success %' sets the pass threshold, and a certification email template is automatically sent to participants who meet or exceed that score. Odoo certifications can also award badges that are displayed on the eLearning portion of the user portal and on the public Courses page, and an 'Attempts Limit' can restrict how many times a logged-in participant can retry.

1. 01
   Enable scoring

   In the survey's Time & Scoring options, assign point values (including negative) to each answer choice. Choose whether to reveal correct answers at the end.

2. 02
   Set a pass threshold

   Define a 'Success %' that marks the boundary between pass and fail. This drives downstream automation.

3. 03
   Activate certification

   Toggle 'Is a certification' to enable the automated certification email template and optional eLearning badge.

4. 04
   Cap retries

   Optionally set an 'Attempts Limit' (available when Login Required is enabled) so logged-in participants cannot retake the certification indefinitely.

Live Session: Host-Driven Real-Time Surveys

Odoo 'Live Session' surveys are facilitated by a host or moderator who presents questions one at a time, gathers audience responses, and reveals real-time results as bar graphs; participants join via a custom URL and optional access code. This is the Odoo equivalent of a polling tool for town halls, training sessions, or conference keynotes — but without a separate vendor.

There are a few structural constraints to plan around. A Live Session survey in Odoo cannot simultaneously be a certification; the 'Is a Certification' option is mutually exclusive with Live Session mode. Also, only the host's 'Session Manager' view shows the real-time results and bar graphs; participants see only the questions and answer options on their own devices. Individual Live Session questions support a 'Question Time Limit' (set in seconds), and a 'Reward quick answers' option can award extra points for fast responses when scoring is enabled.

Running a session follows a predictable rhythm. The host opens the survey, starts the Live Session, and shares the custom join URL plus optional access code. As each question goes live, participants answer on their own devices within the per-question time limit; the host then advances and the Session Manager reveals the aggregated bar graph and a live ranking of fastest correct responders. Because results stream in real time, Live Sessions suit pulse checks during training, sales kickoffs, and onboarding quizzes where instant feedback keeps the room engaged rather than a static form emailed after the fact.

• →Hosts advance questions one at a time and reveal aggregated bar-graph results.
• →Participants join via a custom URL plus an optional access code.
• →Per-question time limits and 'Reward quick answers' scoring add pace.
• →Live Session and Certification modes are mutually exclusive — pick one per survey.

Connected Workflows: Recruitment, eLearning & Appraisals

Because Surveys is part of the Odoo suite, it surfaces in the modules where you actually need structured feedback. The most common enterprise integration is recruitment.

Odoo Recruitment integrates with Surveys via the 'Send Interview Survey' setting; once enabled, an 'Interview Survey' link lets recruiters send scored surveys to job applicants (requires the Surveys app installed). The same engine underpins appraisal feedback and eLearning assessments, so a single skill set — authoring scored questions with conditional logic — serves hiring, training, and performance review.

For an SME, this is where the platform economics start to matter. Instead of buying a screening-test vendor, an LMS with its own quiz engine, and a separate 360-degree feedback tool, one Odoo deployment covers all three. The trade-off is that each of those workflows must be configured to fit your process — which is where a structured implementation matters.

• →Recruitment: 'Send Interview Survey' pushes scored assessments to applicants.
• →eLearning: certifications award portal badges and gate course completion.
• →Appraisals: the same scoring engine supports structured feedback.
• →One module, three enterprise workflows — no extra SaaS subscriptions.

From Survey to Course Exam: eLearning Integration

Odoo Surveys becomes a learning engine the moment it is paired with the eLearning app. A certification survey can be attached to a course as its final exam: the course is configured to allow certification, and the scored survey is linked as the certification content, so meeting the Success % is what unlocks the certificate and the portal badge.

The workflow is intentionally short. You create the course in eLearning, add sections and content, then add a 'certification' content type and link the scored survey. The same Success % threshold, randomized questions, and attempts limits that govern a standalone certification apply to the course exam, so it inherits anti-cheating controls without a separate configuration. A certification can be created from eLearning's courses or reporting menus, or straight from the Surveys app.

For SMEs that run internal training, partner enablement, or compliance programs, this collapses three tools into one: the LMS that hosts the content, the quiz engine that tests it, and the credentialing system that issues the badge. Completion tracking lives on the eLearning dashboard, so a partner who passes the onboarding exam is reflected in the same database that holds their CRM record.

• →A scored survey becomes a course's final exam when linked as certification content.
• →Meeting the Success % unlocks the certificate and the eLearning portal badge.
• →Randomized questions, Success %, and attempts limits apply to course exams by default.
• →One platform covers LMS, quiz engine, and credentialing — no separate vendor.

Survey Analysis: Results, Graphs & Participations

Once responses start landing, Odoo's analysis tools turn them into something you can act on. The Surveys dashboard lists every survey with its question count and average duration, and each survey has a Participations smart button that opens a per-participant view — including each person's submitted answers — so you can audit a single respondent or review everyone at once in a nested list or Kanban layout.

The 'See results' page breaks the survey down question by question. Each multiple-choice question shows a Responded and Skipped count, and scored number or date questions show a Correct count. Single-correct-answer questions render as a pie chart with the correct option marked in the legend, while multi-answer or unscored questions render as a bar chart; every question also has a Data tab listing each answer option with its vote count, percentage, and score.

Open-ended and numeric questions get their own views. Free-text questions offer a Most Common tab showing recurring responses and their frequency alongside an All Data tab of every reply, and numerical questions surface Maximum, Minimum, and Average values. A filter icon on any answer re-slices the entire results page to show how people who picked that option answered everything else — useful for segmenting a certification cohort by pass or fail, or a feedback group by department.

• →Dashboard shows question count and average duration per survey.
• →Participations smart button gives a per-participant, per-answer audit trail.
• →Single-correct questions render as pie charts; multi-answer questions as bar charts.
• →Numeric questions surface Max/Min/Average; text questions surface most-common responses.
• →Answer-level filters re-slice the whole results page for segmentation.

Odoo Surveys vs. Dynamics 365 Customer Voice

The Dynamics 365 equivalent is Microsoft Dynamics 365 Customer Voice, an enterprise feedback management application built on Microsoft Forms. It is the right comparison when an SME is already invested in the Microsoft stack and weighing Odoo's all-in-one approach against Microsoft's specialized tooling.

Both platforms support a comparable question palette. Dynamics 365 Customer Voice supports eight question types: Choice, Text, Rating, Date, Ranking, Likert, File upload, and Net Promoter Score (NPS). Odoo's eight types overlap on multiple choice, text, numerical, date, and matrix patterns but include datetime rather than Likert, Ranking, File upload, and NPS as distinct types.

The structural differences are more important than the question-count tie.

Customer Voice organizes work into projects, where a project contains multiple surveys that share common metrics and settings. Service limits are explicit: up to 400 surveys per user, 200 questions per survey, 500,000 responses per survey, 4,000 characters per question (and 4,000 per single response), and 200,000 characters of total responses per survey. Customer Voice also includes automated phishing-prevention review that can block surveys designed to collect passwords or credentials, with administrator unblock via the Message center.

When Each Platform Fits an SME

Pick Odoo Surveys when certifications, eLearning badges, host-driven live sessions, or scored recruitment assessments are part of the operating model — the survey engine exists to feed those workflows. Pick Dynamics 365 Customer Voice when the priority is deep integration with Dynamics 365 customer records (for example, surfacing NPS inside a Sales or Customer Service timeline) and when Microsoft Forms-style phishing controls and tenant-level governance are required.

Many SMEs do not need to choose in the abstract — they need a partner who can map the choice to their sales, hiring, and training processes and then configure the winning platform end to end. That is the gap Flectic fills. We implement both Odoo and Dynamics 365, and our AI-accelerated delivery is designed to deliver up to 3x faster than a manual rollout, with survey, recruitment, and eLearning workflows configured against your real data.

• →Choose Odoo when certifications, eLearning, Live Sessions, or scored hiring drive the decision.
• →Choose Customer Voice when Dynamics 365 CRM integration and tenant governance dominate.
• →Both are strong — the right answer depends on which platform already runs your business.
• →Book an ERP Readiness Call to scope the right fit against your processes.

Implementing Odoo Surveys Without the Trial-and-Error

Survey modules are deceptively simple to demo and surprisingly hard to operationalize. Scoring rules that look correct in a test run can produce skewed distributions at scale; conditional branches that work in a single path can break when answer combinations multiply; certification attempts limits interact with eLearning completion rules in non-obvious ways. A clean implementation defines these rules up front, against your real questions and real audiences.

Flectic works this way by default. We map your recruitment, training, and customer-feedback workflows before touching configuration, then deploy on Odoo or Dynamics 365 based on which platform fits — not which one we prefer. If you want surveys that feed hiring decisions, training certifications, and customer satisfaction dashboards without a tangle of disconnected tools, that is the conversation to have.

1. 01
   Map the workflow

   Document which surveys feed which decisions — hiring, certification, satisfaction — and where the data needs to land.

2. 02
   Choose the platform

   Pick Odoo (certifications, Live Session, native eLearning) or Customer Voice (Dynamics 365 CRM integration) based on fit, not preference.

3. 03
   Configure scoring and logic

   Set point values, conditional branches, attempts limits, and certification thresholds against real questions before launch.

4. 04
   Connect the downstream

   Wire survey results into recruitment stages, eLearning completion, and CRM records so responses drive action.

Frequently asked questions