Send A Fax To A Contact

Introduction

You can send a fax to one contact or broadcast a fax to a group of contacts. Before you start using Infusionsoft to send faxes, you may want to set up a confirmation email address through Marketing > Settings > Voice & Fax. The system will email a confirmation message to this account after each fax is sent.

Step-by-Step Instructions

  1. Send a fax to a single Contact

    While viewing a contact record, click the Select an action drop-down and click Send a Fax.

  2. Choose from the following options:

    1. Select a system template from the dropdown to use a fax from your template library.
    2. Select a document from the uploaded document drop-down.
  3. Click on the Process button to send the fax immediately.

  4. Send a Batch Fax to a Group of Contacts

    Go to Marketing > Email & Broadcasts in the master nav.

  5. Click on the Fax option

  6. Select the people

    1. Saved Search: Select a list of contacts from the dropdown. If you frequently broadcast to a specific list of contacts, you should create a saved search for that list.
    2. New Search: Click on the new search link to create a new list of people. This list is temporary. It is not going to be a saved search.
    3. Quick add a new contact: Add a new contact if you find someone missing from the saved search or new search lists.
    4. Import a list of new contacts: Import a new list if the contacts you need are not already in Infusionsoft.
  7. Click on the Next button.

  8. Upload a file attachment (such as a pdf or word document) and select it from one of the Attachment drop-down.s If you have perviously created a Fax Template, click the Pick an Existing Fax link.

  9. Click on the Send Test button to send the fax to yourself. Note: You must have a valid fax number in your user record. Fax fees will apply

  10. You must have permission to send fax broadcasts to a business. Click on the Acceptable Use Policy link to read the policy, then mark the checkbox to confirm you are in compliance.

  11. Click on the Next button.

  12. Go to Marketing > Reports > Fax Batch Status to view the status of your fax.