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Crear una plantilla de fax

Introducción

Puede incorporar una comunicación de fax automatizada como un paso en una secuencia de campaña o enviar una transmisión de fax a un grupo específico de personas. Su cuenta de Infusionsoft se cobrará $ 0.12 por cada página de fax entregada a través de nuestro sistema; Si se trata de un documento de tres páginas, el costo por entrega exitosa sería de $ 0.36.

¡Ten cuidado!
Los faxes son una herramienta de marketing basada en permisos. Debe obtener el permiso de individuos o empresas antes de enviarles faxes automatizados.

Instrucciones paso a paso

1 - Para activar la función de fax, vaya a Marketing> Configuración y haga clic en Voz y fax.

2 - Ingrese una dirección de correo electrónico de confirmación y el número de identificador de llamadas (debe ser un número de teléfono válido).

3 - Haga clic en el botón Guardar para aplicar los cambios.

4 - Para crear una plantilla de fax para la difusión de fax, vaya a Marketing> Plantillas

5 -Seleccione Fax como tipo de plantilla.

6 - Introduzca un título para la plantilla de fax.

Nota: El título se utiliza para identificar una plantilla de fax en varias listas en todo el sistema. Debe ser corto y descriptivo.

7 - Elija una opción de privacidad.

* Público: elija esto para que la plantilla sea accesible a otros usuarios de Infusionsoft.
* Privado: elige esto si deseas ocultar esta plantilla de otros usuarios de Infusionsoft.

8 - Enviar correo electrónico de confirmación.

Seleccione "no" si no desea recibir un correo electrónico cuando se envía este fax.

9 - Seleccione un archivo existente en el menú desplegable o haga clic en el botón Cargar para agregar un nuevo documento (por ejemplo, Documento de Word o PDF).

Nota: No hay capacidad de combinación con las plantillas de fax. Cada persona recibirá el mismo fax.

10 - Haga clic en el botón Vista previa para verificar que tiene el documento correcto.

11 - Haga clic en el botón Guardar para crear la plantilla de fax.

12 - (Opcional) Haga clic en la pestaña Categorías y Secuencias de seguimiento para asignar esta plantilla a una categoría.

Las categorías se utilizan para organizar y filtrar plantillas.

13 - (Opcional) Haga clic en el Misc. Expense para asignar un coste por persona a esta plantilla.

El monto del gasto se utiliza en varios cálculos de informes.

14 - Marque la plantilla como lista y haga clic en el botón Guardar para aplicar las actualizaciones.

15 - Si tiene un número de fax en su perfil de usuario, puede probar esta plantilla haciendo clic en el botón Guardar y enviar prueba (se aplicarán cargos de uso).

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