CallTrackingMetrics Faxing Service

Faxing is available on Marketing Pro, Sales Engage, Enterprise, Performance, Growth, and Connect plans.

Note: Tracking numbers can be used for fax or voice, but not both simultaneously.

Enabling a Fax Number

To send or receive a fax, you will need to enable a Fax number.

• To use faxing, you will need to have a fax-enabled phone number.  To buy a fax-enabled number, go to the Buy Numbers page.  The fax-enabled phone numbers have a checkmark.

• Once acquired, go to Numbers → Fax Numbers, select → Set up as Fax number

• Follow the prompt to Set Up as Fax Number

Now you can view which numbers are fax-capable.

To create a Tracking Source for the Fax number you just set up, please follow these instructions. In the example below, a Tracking Source called Fax was created. 

Note:

• Tracking numbers can be used for fax or voice, but not both simultaneously. 
• Once you set up a fax number, it can no longer receive voice calls (until you switch it back by going to the fax numbers page and reactivating it as a voice number). 
• Once you switch the number to a voice number, a prompt will appear telling you that you can no longer receive faxes. 
• The file size limit for faxes is 50MB or 350 pages. 

Send a Fax

• To send a new fax, select → New Fax 
• Add a “To” Number 
• Select a “From” number for the recipient (If multiple fax numbers are enabled, you’ll be able to select multiple fax numbers that show up in the drop-down)
• Select a PDF document you would like to send Note: Only PDF documents are supported at this time
• Select → Choose File (choose file) 
• Select Send

The fax log can be found in Activity → Faxes.  This log will show all inbound and outbound that are in progress or have been received.  To view the fax just click on the icon to view a fax.

Activity Fax Log

Inbound Fax Icon

Outbound Fax Icon

Fax Preview

Other Notes:

• Charges apply for both inbound and outbound faxes per page
• If redaction is turned on, it will delete fax content as part of the scheduled redactions period
• The fax documents will be available to view for the life of the account unless redaction has been implemented