Your fax list may be submitted as a comma-separated value (CSV), Microsoft Excel® .XLS or .XLSX file.
Non-personalized fax list formatting remains the same as a non-personalized fax.
Customizing your document
List File
Your list file will contain:
A fax number, a To field and any other fields you wish to use in the personalization of your document.
| faxnumber | to | AnyValue1 | AnyValue2 | AnyValue3 | ……. |
|---|---|---|---|---|---|
| faxnumber | To header for Fax | Any Value | Any Value | Any Value | ……. |
To Header
- The To header is an optional field.
- Openfax will use the first 15 characters of this field on the header of the fax near the time and date stamp printed on each fax page.
- The field may contain values longer than 15 characters, however, the value will be truncated to the first 15 characters.
- The To field value also appears in your completed fax detail report for the transaction.
Duplicates
When using personalized / mail merge faxing duplicate fax numbers will not be removed from your list.
Additional Fields
You may have up to 20 additional fields with your list.
Document Template File
- Your document template must be a Microsoft Word® .DOCX file.
- The template file may be multiple pages, but may not be combined with other documents used in the personalized fax broadcast.
- Do not use the native Microsoft Word® mail merge functionality.
How we personalize your document:
Openfax mail merge engines will look for placeholder your documents enclosed within a symbol. This symbol must not be used in another textual reference within the document.
For example, if your document uses the character # in any way such as “Contact us at Toll free#: 1-866-673-6329.” The # may not be used to enclose your placeholder text. We recommend using the ^ character.
- Openfax will look for the exact matching headers in your list enclosed within a symbol on your document.
- You must use the same symbol to at the start of your placeholder and at the end of the placeholder.
Using the below example list you can personalize your fax document
| faxnumber | to | AnyValue1 | AnyValue2 | AnyValue3 | ……. |
|---|---|---|---|---|---|
| faxnumber | To header for Fax | Any Value | Any Value | Any Value | ……. |
Document Sample:
Dear ^AnyValue1^,
We wanted to confirm your contact information for our files.
Your fax number is ^faxnumber^.
Your mailing address is ^AnyValue2^.
Your email address is ^AnyValue3^.