Dolibarr ERP / CRM

Marketing => Surveys & Polls => Topic started by: admin on Nov 10, 2025, 01:59 AM

Title: Surveys and Polls
Post by: admin on Nov 10, 2025, 01:59 AM
Customizable polls

Create surveys with different question types, including standard vote/for-against options, date polls for scheduling, or simple checkboxes.

(https://www.dolibarr.org/medias/image/www.dolibarr.org/images/doc_survey_create.webp)

Public or private access

Choose to make your polls public via a URL or private to a select group of contacts.

Automated actions

Trigger actions based on poll responses, such as sending reminder emails for feedback or tagging clients based on their rating.

Data analysis

Analyze survey results to identify trends and areas for improvement.

(https://www.dolibarr.org/medias/image/www.dolibarr.org/images/doc_survey_results.webp)

CRM integration

Link survey responses to customer profiles in the CRM module to get a complete picture of customer satisfaction.

Event organization

Use the module for event-related activities, such as collecting votes for an election or gathering applications for a conference.