Visit outcomes & posts to a contact

Every address in a visit ends with one of three in-field actions. The action you record updates the address status in the left Locations panel, counts towards the X / N completed visits progress bar, feeds the outcome breakdown on the Visits landing page, and — when contact is made with an existing contact — posts back to that contact.

The three actions

On the Visit Entry screen, under What happened at this address?, you choose one of:

• Contact made (Select who you spoke to) — you reached someone. You then select who you met and complete the survey (Form) for that visit.
• Nobody available (Mark and return to list) — you attempted the address but no one was available (for example, nobody answered). The address is marked straight away and the next address opens.
• Skipped — you did not attempt the address. The address is marked straight away and the next address opens.

How actions map to statuses and columns

Each action sets the address's status badge in the Locations panel and rolls up to a column on the Visits landing page:

• Contact made → status Completed → Successful column
• Nobody available → status Unsuccessful → Unsuccessful column
• Skipped → status Unattempted → Unattempted column

Addresses you have not actioned yet show Not visited and appear under Not Yet Visited on the landing page. All three actions count towards the completed visits progress bar.

Completed (on the Visit Entry screen) and Successful (on the landing page) are the same outcome under two names.

What happens when you record Contact made

When you record Contact made, choose the contact you met, and submit the survey:

1. The address status in the left Locations panel changes to Completed.
2. A Visit post is added to the contact's activity, reading [contact] was successfully visited by [team member], with the name of the completed survey. It appears on the contact's Posts and on their profile.
3. The survey panel confirms Your submission has been processed and asks What would you like to do next?, with three options:
   • Go to next address
   • Create task — create a follow-up task for this contact.
   • Select another contact at this address — record another conversation at the same address.

What happens when you choose Someone Else

If you chose Someone Else (a person who is not an existing contact), the address is still marked Completed. What happens to the survey depends on how the Form is set up:

• The Form has a contact details block (most surveys do). The block is hidden when you survey an existing contact, but appears when you choose Someone Else, and must be completed. On submission, SwiftFox creates the person as a new contact and logs the survey against them.
• The Form has no contact details block. The survey is saved as an anonymous submission, with no contact attached.

Note: Whatever the survey Form is set up to do on submission still happens. For example, a survey that takes a payment also creates the invoice or receipt for it.

Notes

• The action definitions matter for reporting: Nobody available means attempted, no one available; Skipped means no attempt made. Use them consistently across the team.
• Only Contact made with the survey submitted posts to a contact, because only that action captures the interaction details.
• For the landing page columns, see The Visits landing page (columns & outcome breakdown) (Document ID: 257). For choosing who you met, see Working a visit & recording who you spoke to (incl. "Someone else") (Document ID: 254).