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A visit captures that a customer was present at a location without necessarily making a purchase. In Omneo a visit is recorded as an interaction with the action visit, so it sits on the profile timeline alongside transactions and other interactions and can drive incentives.

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When to record a visit

For booked, scheduled services with availability and staff, use an appointment instead.

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Logging a visit in CX Manager

Staff can log a visit against a profile:
  1. Open the profile in CX Manager or Clienteling.
  2. Go 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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Visit-based incentives

Because a visit is an interaction, a Reaction can respond to it. This makes visits useful for engagement programs that do not depend on spend:
  • Increment a visit Achievement on every visit.
  • Issue a Reward or Benefit once a customer reaches a visit threshold.
  • Send a post-visit follow-up message.

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Visits vs transactions