1. Choose the Right Fax Automation Platform
Look for fax services or software that support:
Bulk fax sending
List import/export (CSV, Excel)
API access for integration
Scheduling and fax lists throttling capabilities
Tracking and reporting
Popular tools:
SRFax
FaxLogic
eFax Corporate
MyFax
RingCentral Fax
2. Prepare Your Fax List
Clean and deduplicate your list.
Ensure all fax numbers are formatted correctly.
Segment your list for targeted campaigns.
Save your list in compatible formats (CSV, XLSX).
3. Import Fax List Into Automation Tool
Upload your list via the platform’s import feature.
Map fields correctly (fax number, recipient name, company, etc.).
Verify successful import and fix any errors.
4. Set Up Your Fax Campaign
Create your fax content (PDF or text).
Use dynamic fields to personalize (e.g., recipient name).
Schedule sending times respecting business hours and time zones.
Set batch sizes and throttling limits to avoid spam flags.
5. Integrate With CRM or Marketing Automation (Optional)
Use APIs or built-in integrations to sync contacts from tools like Salesforce, HubSpot, or Zoho CRM.
Automate lead follow-ups based on fax responses.
Trigger fax sends based on CRM events (new leads, appointments).
6. Track and Analyze Performance
Monitor delivery, bounce, and response rates.
Use automation platform analytics dashboards.
Export reports to analyze ROI and optimize future campaigns.
7. Maintain List Hygiene
Automatically update your fax list based on opt-outs and bounce data.
Schedule periodic verification using API integrations with validation services.
Pro Tips:
Automate opt-out processing to stay compliant.
Use webhook notifications for real-time updates.
Test your automation flow with small batches first.
Want help picking the best fax automation tool for your needs or setting up an integration workflow?