User guides
Visits

Visits

Plan structured in-person outreach without paper lists. Build a visit list, send your team out, and have them log conversations on a desktop or in the field.

Watch in the Academy
Chat about this page

Academy lessons

PT3M47S

027-02 Conduct a Visit

Dive into the art of conducting a field visit with SwiftFox, where you'll learn how to engage with your community effectively. From navigating your address list to recording conversations and creating follow-up tasks, this guide makes connecting with others a breeze.
PT3M10S

027-01 Create a Visit list

Dive into the world of Field Visits and learn how to create a visit list that will streamline your doorknocking adventures. With friendly guidance, you'll be all set to plan your visits, choose the right audience, and ensure every interaction is logged effortlessly.

General

Visits

Visits — Overview

Plan, manage and track in‑person visits, build routes and record outcomes
Checked 
October 2, 2026
Visits

Visits — Frequently asked questions

Find and manage Visits, create lists, set address types, record outcomes and track progress.
Checked 
October 2, 2026

Workflows

Visits

Working a visit & recording who you spoke to (incl. "Someone else")

Record a visit and log who you spoke to, including “Someone else”, using SwiftFox’s workflow.
Checked 
October 2, 2026
Visits

Visit outcomes & posts to a contact

Map in‑field actions to visit statuses, update progress bars and create contact posts.
Checked 
October 2, 2026
Visits

Address types & address tags

Configure address types and apply custom tags to optimise door‑to‑door runs in SwiftFox.
Checked 
October 2, 2026
Visits

Route & address ordering (street / suburb grouping)

Group and automatically order addresses by street or suburb with odds‑evens sequencing for efficient on‑foot runs.
Checked 
October 2, 2026
Visits

Visits — Workflows: step-by-step

Manage Visits: create, edit, run and record outcomes for surveys and address lists.
Checked 
October 2, 2026
Visits

The Visits landing page (columns & outcome breakdown)

Create, search and manage visit lists, view outcome breakdown and map locations.
Checked 
October 2, 2026
Visits

Creating a visit list (Survey → Address Types → Audience → Review)

Create a visit list using the four‑step wizard: Survey, Address Types, Audience, Review.
Checked 
October 2, 2026

Limitations & best practice

Visits

Visits — Limitations & best practice

Set up Visits, build lists within limits, record outcomes and optimise field team routing.
Checked 
October 2, 2026