Visits lets you build in-person visiting runs from your Contacts. Using the addresses saved against your Contacts, you create an ordered list of doors to visit, walk the run in an efficient route, record each interaction, and complete a form (a survey-style Form) for — or on behalf of — the contact while you are there.
Visits lives under the Visits menu in the left-hand navigation, and it ties together several other parts of SwiftFox:
- Contacts — the people and the addresses you are visiting, and where outcomes post back to. Contacts restricted from visits are left out of visit lists automatically.
- List / List Builder — used to bulk-seed the audience for a visit.
- Forms — the survey-style Form you complete at each door.
- Posts — the Activity Feed; a completed visit creates a Post on the contact.
- Tasks — viewable from the contact while you work a visit, and you can create a follow-up task straight after completing a survey.
- Address Types and Address Tags — used to filter which addresses are included and to capture on-the-ground context.
What you can do with Visits
- Create a visit list using a guided four-step builder: Survey → Address Types → Audience → Review.
- Walk an efficient route — addresses are grouped by Street or Suburb (your choice in the builder), with odds/evens ordering applied automatically within each group.
- Record who you spoke to — choose a contact listed at the address, or record Someone Else if the person is not in your database.
- Complete a survey at the door and capture who visited and the visit time.
- Track outcomes — record Contact made, Nobody available, or Skipped at each address, and see the breakdown on the Visits landing page (Successful / Unsuccessful / Unattempted / Not Yet Visited).
- See the visit area on a map — open a printable map of every location in a visit list from the Visits landing page.
Where to find it
Open Visits from the left-hand menu to reach the Visits landing page (titled Visits, subtitle Plan and manage visit lists). If you cannot see Visits, it has not been enabled for your account or your user does not have permission — ask your system administrator to enable it and grant you access.
Choosing which contact details show at the door
When you select a contact during a visit (or a call), their Profile tab shows a short set of details so you can confirm who you are talking to. An administrator chooses those details for calls and visits together under Settings → Features → Calls & Visits:
- Personal details — switches for Age, Gender and Occupation.
- Additional details — choose up to 5 custom fields to show on calls and visits. Only eligible person custom fields are offered, and visit guests see only the fields configured here.
The same selection applies to the in-call console's Profile tab (see The in-call console (panes, context tabs)).
Related guides
- Creating a visit list (Survey → Address Types → Audience → Review)
- The Visits landing page (columns & outcome breakdown)
- Working a visit & recording who you spoke to (incl. "Someone else")
- Visit outcomes & posts to a contact
- Visits — Limitations & best practice
- The in-call console (panes, context tabs)
Key terms
- Visit list — a named run that combines a chosen survey (Form) with a set of addresses to work through.
- Outcome — the in-field action recorded against each address: Contact made, Nobody available, or Skipped (which roll up to Successful / Unsuccessful / Unattempted on the landing page).
- Visited by — the team member who worked the address, captured for reporting.
- Someone Else — the option used when the person you spoke to is not an existing contact in your database.