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.

General

Visits — Overview

Plan, manage and track in‑person visits, build routes and record outcomes

October 2, 2026

Visits — Frequently asked questions

Find and manage Visits, create lists, set address types, record outcomes and track progress.

October 2, 2026

Workflows

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.

October 2, 2026

Visit outcomes & posts to a contact

Map in‑field actions to visit statuses, update progress bars and create contact posts.

October 2, 2026

Address types & address tags

Configure address types and apply custom tags to optimise door‑to‑door runs in SwiftFox.

October 2, 2026

Route & address ordering (street / suburb grouping)

Group and automatically order addresses by street or suburb with odds‑evens sequencing for efficient on‑foot runs.

October 2, 2026

Visits — Workflows: step-by-step

Manage Visits: create, edit, run and record outcomes for surveys and address lists.

October 2, 2026

The Visits landing page (columns & outcome breakdown)

Create, search and manage visit lists, view outcome breakdown and map locations.

October 2, 2026

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

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

October 2, 2026

Limitations & best practice

Visits — Limitations & best practice

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

October 2, 2026