CallTrackingMetrics Faxing Service

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

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.

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

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  • Follow the prompt to Set Up as Fax Number

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Now you can view which numbers are fax-capable.

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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. 

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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

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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

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Inbound Fax Icon

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Outbound Fax Icon

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Fax Preview

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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 
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