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Survey

Odoo Survey

Customer and employee feedback collected in Arabic and English, stored on the record it belongs to, inside your own Odoo database.

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Survey
Capabilities

What this module handles

Most Saudi companies collect feedback in Google Forms or a rating widget that never reaches the customer or employee record, so Arabic answers sit in one tool and the ERP in another. Odoo Survey builds surveys, feedback forms, quizzes and live sessions in one app, sends them to the contacts and employees already in Odoo, and reports results without an export, which is why Naqlah, an Odoo Gold Partner in Saudi Arabia, adds it once CRM, Helpdesk or HR are live.

  • Nine question types including single and multiple choice, matrix, scale, numeric, date and free text
  • Conditional questions that appear only after a specific answer, keeping Arabic forms short on mobile
  • Scoring with pass thresholds and certification PDFs that carry a validity period
  • Live sessions with a session code, per question timers and quick answer rewards for training rooms
  • Access modes for anyone with the link, invited contacts only, or login required, with attempt limits
  • Sharing by unique link, email template, SMS, website embed or a QR code on the receipt
  • Results report per question, participant list with scores and pass status, and export when needed
  • Automatic triggers from a closed Helpdesk ticket, a finished eLearning course, an appraisal or a sales order
Saudi ready

Built for how business runs in Saudi Arabia

Each survey carries Arabic and English on the same record, and Odoo renders the Arabic version right to left without a second form to maintain. Responses stay in your Odoo database, which for Odoo Online and Odoo.sh customers in the region is hosted in Dammam, so employee and customer data does not leave the Kingdom through a foreign survey tool. The survey introduction page holds the purpose statement, consent wording and a link to your privacy notice, the three elements the Personal Data Protection Law expects before you collect an opinion tied to a person. Naqlah also connects SMS invitations through Unifonic and similar gateways with the consent flag checked on the contact first.

Bilingual forms
Arabic and English questions live on one survey record with one results report. Right to left layout is handled by Odoo, so branch staff and head office read the same data.

PDPL consent
The intro page carries the purpose, the consent checkbox and the privacy link. Access and deletion requests are answered from the contact record, where every response is stored.

Branch level results
Responses are tagged by branch, shift, product category or courier. Managers filter pivot and graph views by their own location without an analyst.

How it connects

How does a feedback survey reach the customer and come back into Odoo?

1. Trigger
An order synced from Salla or Zid reaches the delivered state, a Helpdesk ticket closes, or an appraisal cycle opens. An automation rule selects the right survey.

2. Invitation
Odoo sends an email, SMS or WhatsApp template with a unique token for that contact. The token prevents duplicate answers and links the response to the person.

3. Answer
The customer or employee answers on a phone in Arabic or English. Conditional questions keep the form to two or three screens.

4. Record
Answers land on the contact or employee record and in the results report. NPS per marketplace channel, per branch or per department is ready the same day.

Implementation

What Naqlah configures in your implementation

  1. Map the feedback points. We list where feedback matters in your operation: delivered orders, closed tickets, onboarding, exit interviews and training.
  2. Build bilingual templates. Each survey is written in Arabic and English on one record, with question banks reused across branches.
  3. Set scoring and access. Pass marks, certification PDFs, attempt limits and access modes are configured per survey type.
  4. Automate the triggers. Rules in Helpdesk, Sales, eLearning and Appraisals send the right survey at the right moment through email, SMS or WhatsApp.
  5. Add consent and privacy wording. The intro page, consent checkbox and privacy link are set up to match your PDPL notices.
  6. Deliver dashboards. Pivot and graph views per branch, department or product category are saved for managers as part of the implementation.

Timelines depend on scope, and Naqlah gives you a clear roadmap in the first consultation.

Who it is for

Companies that get the most from this module

  • eCommerce brands. Post delivery NPS per Salla or Zid order, filtered by product category and courier.
  • Cafe and restaurant chains. A QR code on the POS receipt opens a two question Arabic survey grouped by branch and shift.
  • Training institutes. Scored certification quizzes with pass marks and PDF certificates for each cohort.
  • HR teams in companies with 50 or more staff. Engagement, onboarding and exit surveys tied to the employee record.
  • Service and project firms. Closure feedback sent automatically when the project or ticket is done.
Before and after

Google Forms and rating widgets vs Odoo Survey

AreaBeforeWith Odoo via Naqlah
Survey toolGoogle Forms or SurveyMonkey separate from the ERPSurvey app linked to contacts and employees
LanguageArabic and English forms maintained twiceOne bilingual survey record
Data locationForeign SaaS with unclear residencyYour own Odoo database, Dammam hosted for Online and Odoo.sh
TriggerManual send after someone remembersAutomatic on delivered order, closed ticket or appraisal
ResultsExported sheets merged by handLive report and pivot per branch in Odoo
CertificationCertificates typed in WordScored quiz with PDF certificate and validity date
FAQ

Module questions, answered

Everything else, we cover in a free 30-minute consultation.

What is the Survey module in Odoo used for?
Can we run anonymous employee surveys in Odoo?
How do we send a survey automatically when a Salla order is delivered?
Does Odoo Survey support Arabic right to left forms?
Can Odoo issue certificates after a quiz?
How does the survey help with PDPL consent?
Related

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HR

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Helpdesk

Tickets from email, chat, and forms tracked to resolution with SLAs.

CRM

Track every lead from first contact to closed deal in one pipeline.

HR

Employees, leaves, payroll inputs, and appraisals in one system.

Helpdesk

Tickets from email, chat, and forms tracked to resolution with SLAs.

Ready to run your business on one system?

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