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Documentation Index

Fetch the complete documentation index at: https://docs.omneo.io/llms.txt

Use this file to discover all available pages before exploring further.

A Visit is a non-transactional interaction record — it captures that a customer was present at a location without necessarily making a purchase. Visits are separate from Transactions and are used to track footfall, in-store engagement, and service interactions.

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When to use Visits

Use caseWhy a Visit, not a Transaction
Customer browsed but did not purchaseNo transaction to record
In-store service appointment (alterations, styling)Service rendered, no product sale
Event attendanceCustomer was present at a brand event
Click and collect pickupFulfillment visit distinct from the online order
Store loyalty card scan at entryPhysical location check-in

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Creating a Visit in CX Manager

Staff can manually log a visit against a customer profile:
  1. Open the profile in CX Manager or Clienteling
  2. Navigate to the Interactions tab
  3. Select New Visit
  4. Set the location, date, and any notes
  5. Save
The visit appears on the profile timeline alongside transactions and other interactions.

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Visits and Reactions

Visits can trigger Reactions, which makes them powerful for visit-based incentive programs:
  • Visit Achievement — increment an achievement count on every visit
  • Visit reward — issue a reward after a customer reaches a visit threshold
  • Visit notification — send a post-visit follow-up message
Example reaction trigger: visit.created 
{
  "event": "visit.created",
  "actions": [
    {
      "type": "achievement.increment",
      "achievement_handle": "visit-count"
    }
  ]
}
Pair this with an Achievement Definition set to issue a reward at level 5 (5 visits) to create a simple visit-based program without requiring spend.

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Visit frequency reporting

Visits contribute to the profile’s interaction history and can be used in CX Manager reporting to understand:
  • How often known customers visit without purchasing
  • Which stores have the highest visit-to-purchase conversion
  • Whether service interactions correlate with higher future spend
Visit frequency reports and aggregation fields for visit count may vary by Omneo instance configuration. Confirm with your Omneo team which aggregation attributes are available.

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Visits vs Transactions

VisitTransaction
Requires a purchaseNoYes
Creates a financial recordNoYes
Triggers reward calculationsOnly via reactionAutomatically (if configured)
Contributes to Tier spendNoYes
Visible on profile timelineYesYes