Fax broadcast a dynamic document using mail merge
Please note: before running ANY fax broadcast, send yourself a one-recipient test to verify that all of your settings are correct.
Microsoft Word and other word processing programs allow users to perform fully-personalized mail merges to create form documents, envelope labels etc. This feature may be taken advantage of to perform fully-personalized fax broadcasting through Interfax.
1. Follow MS Word's standard procedure for creating a Mail Merge document. A step-by-step description of this process may be found in Word's help file. You will be using the program's "Merge to electronic mail" feature. This means that one of the fields in your Data Source will be an email address. Use this field to enter recipients' fax number in Interfax format, like +email@example.com.
2. Once your mail merge is set up, click Word's Merge... button. The following dialog (or a similar one in versions other than Office 2000) will appear:
Change the "Merge to" selection to "Electronic mail", then click Setup... The following dialog will appear:
From the dropdown box, select the field in your Data Source which holds the recipient's fax number in Interfax format. Then, enter a description of the broadcast which will go into the Subject line. Finally, check the box to "Send document as an attachment. Click OK to accept these settings.
3. Click Merge to start the fax broadcast. MS Word will generate one email with an attached, personalized document for each recipient.
4. That's it! Since MS Word sends each message individually, you WILL receive individual email confirmations for each and every recipient, unless you change your confirmation settings in your Interfax account.
If you wish to view the progress of your fax broadcast, as it is running, login to your Interfax account, and follow it through the Outbound Queue.