Visitor search and filters

What it is

Search helps you find current and historical visitors by contact details or their relationship with you. You can narrow results using online activity, VIP status, basket value, category browsing and purchase history. The available results depend on your access and the data available for the website.

Who uses it and why

Operators find a customer they have helped before or select online visitors who need attention.
Supervisors review relevant visitor groups within their permitted scope.

Where to find it

In the mobile operator interface, select Search, then Custom for the filter form. Shortcuts contains saved searches. On websites using the Salesforce search integration, this entry point can open contact search instead.

Someone with the Settings role can review Store App permissions at Settings › Account › Operators.

How it works

Enter contact details in Name, Email, Company or Phone, or choose filters.
Use My Customers / Favorites, My Engagements or My Sales to search your customer relationships.
Narrow earlier activity with Last Engaged and Made Purchase. The mobile controls cover 1 to 60 days; the full range represents Anytime.
Enable Only Online to show the online options: Around My Store, VIP, Min. Basket Value and Browsing Category.
Select Find. Use Sort to choose Last Engagement / View or Basket Value, and scroll to load further results.

Text matching includes available visitor and contact names, email, phone, mobile and company information. Linked visitor records can be represented together under their customer identity.

Configure it

Use Reset to clear the search form and start again. Reusable searches are managed through Shortcuts.

Under Store App permissions, Hide Search removes the entry point. Restrict Search requires at least one of My Customers / Favorites, My Engagements or My Sales. Someone with the Settings role can review these permissions and your subsite access.

Permissions

Permission	Lets you
Hide Search	When enabled under Store App permissions, removes Search from the mobile interface.
Restrict Search	When enabled under Store App permissions, requires My Customers / Favorites, My Engagements or My Sales for a search.

Limits and good to know

VIP, nearby-store, basket and category filters use current visitor selection. They can narrow the search to live visitors even when an integration has not explicitly selected online-only searching.
Online selection can briefly include visitors disconnected for less than 30 seconds.
Browsing Category uses recorded category-view history, rather than a general search through every product description.
Anytime removes that date restriction; it does not recover information that is unavailable or no longer retained.
Results load in batches, normally 25 at a time. They are a search result snapshot, rather than a permanently live filtered subscription.
Searching visitor details does not search the text of every conversation. Conversation history has separate search tools.

Depends on and works with

Configured byEnhancesRelated

+4 more · this feature uses

Visitor locationEnhances
Around My Store uses visitor and operator location context.
Visitor flags and custom scoresEnhances
Visitor and linked-contact VIP flags support VIP selection.
Saved search filtersEnhances
Saved search shortcuts reuse visitor filter combinations.
Favourite visitorsEnhances
Favourite relationships support My Customers / Favorites filtering.

View all connections as a list

This feature uses

Roles and permissionsConfigured by
Store App role permissions control hiding and restricting mobile search.
Website, channel and subsite accessConfigured by
Subsite permissions limit search sources and live results.
Basket trackingEnhances
Current basket information supports minimum basket filtering and basket sorting.
Purchase details and conversion creditEnhances
Purchase history supports Made Purchase and My Sales searches.
Mobile consoleRelated
The mobile console provides Search and its Store App access controls.
Contact matchingEnhances
Contact matching lets searches group visitor records associated with the same customer.
Salesforce contactsEnhances
Configured Salesforce integration can contribute contact search results and change the mobile search entry point.
Visitor page and product trackingEnhances
Recorded category browsing supports Browsing Category filtering.
Visitor locationEnhances
Around My Store uses visitor and operator location context.
Visitor flags and custom scoresEnhances
Visitor and linked-contact VIP flags support VIP selection.
Saved search filtersEnhances
Saved search shortcuts reuse visitor filter combinations.
Favourite visitorsEnhances
Favourite relationships support My Customers / Favorites filtering.

Used by

Saved search filtersEnhances
Visitor search supplies the criteria saved and rerun through mobile shortcuts.
Favourite visitorsEnhances
Visitor search can select your favourite visitors.
Live visitor and operator floorRelated
Use visitor search to find people outside the currently loaded floor.
Floor search and filtersRelated
Visitor search can find current or historical visitors outside the loaded floor.
Mobile consoleEnhances
Search opens visitor work when permitted.

FAQ and troubleshooting

Why is Search missing?

Ask someone with the Settings role to check Hide Search under your Store App permissions.

Why must I choose one of the My filters?

Your account has Restrict Search enabled. Select one of the three relationship filters before searching.

Why do older customers disappear when I choose VIP or basket filters?

Those filters select from the current visitor population. Clear the online filters when looking for historical customers.

Why does the same customer appear only once despite several visits?

INSIDE can group linked visitor records under the same customer identity and show a representative result.

Why does Search open a different contact form?

Websites using the Salesforce search integration can route the mobile entry point to contact search.