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v 15.0 Third Party
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Surveys (survey)
Discuss (mail)
Lines of code 440
Technical Name bi_survey_scheduled_follow_up
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Surveys (survey)
Discuss (mail)
Lines of code 440
Technical Name bi_survey_scheduled_follow_up
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 14.0 15.0 16.0 17.0 18.0

Scheduled Survey and Follow-up Odoo App

Automated Follow-Up for Scheduled Surveys in Odoo

Survey Scheduling & Follow-Up Automation in Odoo

Survey Scheduler with Automated Follow-Ups for Odoo

Scheduled Survey Follow-ups Odoo app enhances the user experience by allowing users to set specific survey dates and automatically send follow-up emails. Users can schedule surveys for future dates and enable follow-up reminders, with options for one-time or recurring follow-ups after a specified number of days. A cron job feature automates the entire survey scheduling process.

This Odoo app also includes comprehensive follow-up reports, where users can select date ranges and view detailed survey information such as partner details, creation dates, deadlines, email notifications, access modes, attempt counts, status, and scores. This complete functionality simplifies the survey process and ensures efficient follow-up actions.

Features

Followup Configuration

User can configure survey followup duration and followup days.

Schedule Survey on Specific Date

User can scheduled survey by selecting specific date and partner.

Survey Followup Mail

Partner will get reminder or followup mail for scheduled survey.

Generate Survey Report

User can generate survey report in PDF format.

Followup Configuration

Goto Survey -> Questions & Answers -> Followup Configuration menu in that configure schedule for survey followup.

User have to enter schedule name then set followup duration as 'One Time', 'Two Time' or 'Multiple Times' followup and set the days.

Survey Form

Under survey form user have to allow survey cron then set date and select survey partners.

User can also allow survey followup in that select followup configuration so followup date would be calculated.

Cron for Survey & Survey Followup

Email Notification for Survey & Survey Followup

Survey Partner will get an email notification about scheduled survey and also get reminder or followup mail about survey.

Generate Survey Report

Under Print menu, User can generate survey report.

Survey Report in PDF Format

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Free Support

You will get 90 Days free support incase any bugs or issue (Except data recovery).

At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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