Personalized fax sending

Aug 27, 2011 | Publisher: oceane | Category: Technology |  

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FaxMail Merge Easy, inexpensive…Effective ! Popfax – FMM110610 – EN Page 1 Popfax.com, professional fax services, worldwide Product description FaxMail merge is an option, developed by Popfax.com, that allows users to send personalized faxes to multiple recipients at once, without changing the actual body of the fax, but making a few changes for personalization purposes. The documents can contain as many merge-fields of information as you want, allowing you to create individually personalized faxes, and to automate repetitive document production tasks. In order to use FaxMail merge, you create one “master” document containing the information that is the same in each copy, and then add placeholders for the information that will be uniquely personalized on each copy. You then send this master document to Popfax via email, together with the database file containing the custom information. Popfax takes care of the rest. The FaxMail merge option is included in the Option pack, and the rate per minute is the same as for standard faxes sent with Popfax. For volumes larger than 1000 personalized faxes at once, do not hesitate to contact the Popfax Customer Care service (see online contact form or call me back button) FaxMail Merge Easy, inexpensive…Effective ! Popfax – FMM110610 – EN Page 2 Popfax.com, professional fax services, worldwide How it works In any mail merge, there are three different elements: 1)Main Document - This is the document (MS Word) that contains the text and graphics that are the same for each version of the merged document. 2)The Data source file - contains the information to be merged in the main document: list of names, addresses, fax numbers, etc. It must be an MS Excel file (XLS) format with a single sheet. The column with destination fax numbers must be named Popfax. 3)The merged document - includes the information from the main document, plus placeholders with each recipient’s unique information. The main document Data Source file The merged document ATTENTION !!! The name of the column with destinations must be Popfax FaxMail Merge Easy, inexpensive…Effective ! Popfax – FMM110610 – EN Page 3 Popfax.com, professional fax services, worldwide Start merging the document 1. Click Start Mail Merge on the Mailings tab and choose Step by Step Mail Merge Wizard. 2. Select Letters as the document type and click Next: Starting document. 3. Select Use the current document and click Next: Select recipients. FaxMail Merge Easy, inexpensive…Effective ! Popfax – FMM110610 – EN Page 4 Popfax.com, professional fax services, worldwide Connect to a recipients’ list 4. Select Use an existing list and browse to locate the file. Then choose the worksheet within the file. 5. Click on Next: Write your letter. FaxMail Merge Easy, inexpensive…Effective ! Popfax – FMM110610 – EN Page 5 Popfax.com, professional fax services, worldwide Insert Merge fields, preview your letters and save the merged file 6. Place the cursor where you want to insert a field and click Insert Merge Field on the Mailings tab and select the required field from the list. 7. Click on Next: Preview your letters from the right side menu. 8. If everything is ok, click on Next: Complete the merge from the right side menu. 9. Save the merged document on your computer. FaxMail Merge Easy, inexpensive…Effective ! Popfax – FMM110610 – EN Page 6 Popfax.com, professional fax services, worldwide Send data to Popfax to be faxed Create a new email message Enter mailmerge@popfax.com as destination and the security code in the subject Attach the Merged document and the Data source file Click to send data to Popfax to be faxed FaxMail Merge Easy, inexpensive…Effective ! Popfax – FMM110610 – EN Page 7 Popfax.com, professional fax services, worldwide Download the FaxMail merge report In order to download the report, go to Outbox in your Popfax account and click on the “Mailmerge” link.

Faxmail merge.pdf

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