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

You build a visit using a guided four-step builder — the Visit List Wizard: Survey → Address Types → Audience → Review. To start, open Visits from the left-hand menu to reach the Visits landing page, then click Create visit list (top right). Across the top of the wizard you will find:

• Back (top left) — returns to the previous step.
• The four step chips (Survey, Address Types, Audience, Review) — show where you are. You can click a completed step to jump back to it.
• Save and close and Next (top right). On the Review step, Next is replaced by Finalise list.

Step 1 — Survey

The first step is headed Visit list details.

1. Enter a Visit list name that identifies this run. This field is required.
2. Use the Select a survey dropdown to choose the survey (a Form) to be completed at each door. The dropdown lists your account's Forms in alphabetical order; start typing to narrow the list.
3. Once you select a survey, a Preview survey panel shows the Form, so you can confirm you have chosen the right one.
4. Click Next to continue (or Save and close to finish later).

Step 2 — Address Types

This step is headed Address type selection, with the prompt Choose the type(s) of addresses you want to include in this visit list.

• Use the Address types multi-select to pick one or more address types configured for your account (for example, Street Address or Postal Address — address types are account-configured, so yours may differ).
• Leave the address types blank to apply no restriction by address type — every address on the included contacts is eligible.
• Optionally tick Primary address only to use each contact's primary address rather than all of their addresses.
• Choose how addresses are grouped for the run with the Group addresses by option: Street (default) or Suburb. This controls how addresses are grouped when you work the visit.

Click Next when the address selection is set.

Step 3 — Audience

This step is headed Select an audience, with the prompt Create your visit list from existing lists and/or by adding individual contacts.

1. Use the single combined search Search for lists or people to add to find a saved list or an individual person.
2. Click Add to add the selected list or person to the audience.
3. Repeat until the set of people and addresses looks right.

The addresses added appear in an Address | Contact table beneath the search. The table has its own Search, pin and hide-columns controls, and shows the number of rows at the top right. To check or remove an individual row, open its ⋯ menu and choose View or Delete.

Note: Lists over 5,000 records cannot be selected (For performance and efficiency reasons, lists over 5000 records cannot be selected.). If a list exceeds this limit, split it or refine it before adding it to the audience.

Note: Contacts with a restriction that blocks visits are left out of the visit automatically, even if they are on a list you add.

Click Next to move to review.

Step 4 — Review

The final step shows a Summary of the visit:

• List — the visit list name.
• Survey name — the survey (Form) attached to the visit.
• Number of contacts — how many contacts are included.
• Number of locations — how many addresses will be visited. This can be lower than the number of contacts when several contacts share an address.

Choose how to proceed:

• Finalise list — locks in the visit so you can start working it.
• Save and close — saves your progress so you can return and finish building later.

After finalising, return to the Visits landing page and click the Start visit icon (the house icon) in the visit's row to start working it.

Changing a visit list later

On the Visits landing page, click the visit list's name to reopen it in the Visit List Wizard. Use this to finish a list you saved with Save and close, or to review or change the settings of an existing list.

Notes

• The address type filter is optional. Leaving it blank means no restriction; for door-to-door runs a common practice is to select a street-style address type.
• Primary address only is a separate checkbox that limits the run to each contact's primary address.
• The Group addresses by choice (Street or Suburb) determines how addresses are grouped when you work the visit; you do not need to plan the route yourself. See Route & address ordering (street / suburb grouping) (Document ID: 256).
• You do not have to finish in one sitting — use Save and close mid-build and Finalise list when you are ready to run the visit.
• For the landing page controls, see The Visits landing page (columns & outcome breakdown) (Document ID: 257).