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COPIA'S FAXFACTS: A FANTASTIC FAX BLASTER IT DOES MAIL-MERGE TO FAX! - 2/3

Copia Does It

Steve arrived last Wednesday, wearing one of his company's especially ugly purple polo shirts. Luckily for us, his software is much better looking than his shirt.

Steve installed the different software components from disk in rather short order, after we set up the correct network drive mappings, found the right phone cords for the eight phone lines, and set the jumpers on the two Brooktrout 114 fax boards.

Actually, the Brooktrout 114 ($3,295, 4 lines) boards are the top of the line for CT applications, with IVR and other bells and whistles we don't really need for blast faxing. For our purposes, the Brooktrout TruFax ($795, 2 lines) boards would have been just as good, and cheaper (4 x $795 = $3,180 vs. 2 x $3,295 = $6,590).

Steve installed all the software in a shared network directory on one of our Novell NetWare 3.12 servers. The fax server machine -- a Micron Millenia PC running Windows NT Workstation -- ran its software from this share directory. Steve also installed the client software in the shared directory, allowing clients to install it over the network, rather than from disk, if they have access rights. We did this on one machine for test purposes.

Once installation was complete I said, "Great. Let's blast a mail-merge." But Steve insisted on doing things logically. First, he showed me how to fax one document using the FFWin component of FaxFacts. This is just a print driver that allows you to "print" a fax from an application or from the FFWin applet. When you "print," FFWin comes up, allowing you to type in the number, choose a cover sheet, and send. Or you can start the FFWin applet and enter the same information. Both methods worked well, no different than other Windows fax products. (In fact, Harry installed it on his Win95 laptop and sent faxes from his laptop. He loved it because the minute he hit "print," it went. And he could get back to real work.)

Then Steve introduced me to broadcast faxing. Here, we chose a list (you can import one from another application or create one with the program), and an image to send (we used FFWin to "print" a document from Word to the FaxFacts Image Catalog). And then we sent it. Very easy. Very fast.

Finally, we were at the moment of truth: mail-merge faxing. We decided to start small: a personalized letter to 450 of our favorite Computer Telephony advertisers. Rose gave us the database, a dBASE file exported from TeleMagic. Harry wrote the letter using Microsoft Word 97. Then we set up the mailmerge in Word, naming the .DBF file as our database and placing the appropriate fields throughout our letter. It's totally trivial to do in Word.

Then there were two additional steps. First, we placed the fax number field on the top line of our letter (right near the border of the paper) and set it in a new TrueType font, called FFMerge, invented and provided by Copia and installed automatically with FaxFacts.

FF merge Font

Then we chose the "FFMerge on FAX" print driver (different from Copia's other "FaxFacts of FAX" print driver used above) and merged our document to the "printer." Off it went. Thus, there was virtually no difference between mail-merge printing and mail-merge faxing.

We launched 457 one-page faxes. The rasterization of the pages and the mail merge took 21 minutes on our Pentium 100 workstation (though the faxing began as soon as the first page was created). The rasterization would have been faster with a faster machine. The files took 21 megs of disk space on the server. The eight fax lines ran about 380 faxes per hour, and with retries the job was done in 1.5 hours. At that rate, we could do Gerry's job in just over one day (26.3 hours).

Only five faxes failed to reach their destination.. Better still, FaxFacts told us that voice numbers caused two of the failures and no answers caused the other three (thank the Brooktrout boards for getting this information and FaxFacts for displaying it in plain English). We found the correct numbers, changed them in FaxFacts, and re-sent them. Very simple.

There are two keys to the mail-merge fax process. First, the combination of the FFMerge font and the FFMerge print driver tell FaxFacts how to handle the document. The FFMerge print driver strips off the information on the top line in FFMerge font (it must be 12-point size). This information must include the fax number, but it can also include a cover page or other images to include with the faxed document. Having this information is key, allowing FaxFacts to get a fax number off the document itself, without referring to a second database of fax numbers. No other Windows fax driver can do this because it cannot "read" the document.

Second, FaxFacts separates the mail-merge process from the faxing process, allowing one machine (the workstation) to concentrate on mail-merging and rasterizing while the other machine (the server) concentrates on faxing. The FFMerge print driver writes two files for every document to be sent, the image and an information file. FaxFacts uses the information file to find the image file and direct the Brooktrout boards. The FaxFacts Status program then tells you what's happening with the boards.

After showing us all of this, Steve still was not done. He took us, one-by-one, through each of our demands and demonstrated that FaxFacts met every one:

  • Personalized faxes via mail-merge:
    Believe it or not, mail-merge faxing with the FFMerge font and the FFMerge print driver is not the only way FaxFacts does this. It also has something called a the Graphical Cover sheet processor. This processor takes a base fax document or watermark and applies variable information, such as company and name, with the designer having control over fonts, position and angle of the information placed on the page. That way you can put "Check this out, Aaron" in script font, sideways, in the upper right corner of your personalized fax.
  • Fast Faxing:
    FaxFacts FFMERGE rasterizes at the workstation which sends the mail merge and runs about 2-3 seconds per page. The Graphical Cover sheet applies variable information to a starting fax page in the background, also taking 2-3 seconds per page. Either system can have attachments that are just file pointers that need no processing to send the fax (they're already in faxable TIF format). Note: FaxFacts allows the creation of the fax file to be done on machine(s) other than the machine(s) sending the faxes. Also under NT the creation of the faxes is a different process from the processes that deliver the faxes. Finally, FaxFacts uses industrial strength fax boards, not $100 store-bought fax modems.
  • Multiple phone lines:
    The Brooktrout boards handles this aspect of the system. But FaxFacts will drive as many boards in as many machines as you want, all working on the same job. T-1 is common.
  • Reliability:
    Steve says FaxFacts does not crash. He's had systems up for more than a year at a time. We haven't seen a crash yet (one week), but our TeleMagic fax server has crashed at least once a day. Also, while broadcast, mail merge to fax, or Graphical Cover sheet broadcast is running, it's normally at priority level 1. You can set a higher priority level that allows other fax jobs to skip to the head of the line, without having to restart the current job. FaxFacts users do not have direct connections to modems. The user launches fax requests and FaxFacts sees these requests and acts on them. At any time the system can be started / stopped / added to; and work on failed faxes can start as soon as any faxes fail. The user is never blocked from working on the system.
  • Intelligent call handling:
    This is one of the things that GammaLink and Brooktrout do very well. It's call progress.
    The status that FaxFacts gets from the fax cards is very detailed and the Smart Retry features of FaxFacts allow the user to completely control what action is to be taken for a given call progress status. If a fax number listing is invalid, that status need not be retried and can be failed at once.
    Also the person who is working on the "failed" faxes is given a complete history of each attempt and what the status of the attempt was. The FaxFacts system even allows two or three tries now and, if it does not go through, then eight hours later, in case the person has shut off the fax machine for the night.
    FaxFacts also checks for self-induced busy conditions, where another line of the system is currently sending a fax to the phone number that is to be dialed next. This feature saves a lot of unneeded calls.
  • Call Scheduling:
    FaxFacts does this with a pre-process. It looks at the phone number and looks it up in a table and adjusts the time to send from the info in the table.
  • Smart Exception Processing:
    Again, FaxFact's Smart Retry addresses all of this as standard handling operation. There's also no need to re-merge the data because the operations are separate. You can fix the phone number and push the resend button while the system is still sending the original broadcast.
    Normally the person to "fix" the failed faxes will have a window open to the fax Status program and a window into the database program that was the originator of the fax phone number.
  • Call Volume:
    FaxFacts can work directly from your database via mail merge or you can do a database query and launch the broadcast. The FaxFacts design has no limit on the number of faxes that can be queued to be sent.
  • Network Compatibility:
    This is normal operation.
  • Multiple Server Support:
    FaxFacts can share the load across many "fax servers." This allows for complete redundant systems and the construction of very large faxing systems. Copia has many multiple server systems with up to 700 lines being serviced. It also allows you to set up multi-site distributed platforms. One very large airline currently has FaxFacts servers in Texas and London working on the same "TOSEND" queue.
  • Print-Like Faxing:
    FaxFacts uses a Windows printer driver to create fax images. We do not emulate PCL, but third party products do. We also support GoScript for PS to fax creation.
  • Easy Management Software:
    FaxFacts comes with a number of modules that give you information about various processes. A small FaxFacts Monitor tells remote users just what each phone line on a given FaxFacts server is doing: waiting, calling, faxing, receiving, etc.
    The FaxFacts Status application tells you about queued documents and about those that have been sent. It also tells you about those that failed, AND WHY. You can then go in an fix them and resend them.
    You can get all the management information from anywhere on the network, including the server itself.

FaxFacts Is TOO Cheap

FaxFacts software is $330 a line. So, our system would cost 8 x $330 = $2,640. On top of that you need $50 a workstation license ($2,500 for an unlimited license) and a one-time $495 for the mailmerge software. Harry believes all this is too cheap for two reasons: First, this is complex stuff which no one else has done well. Second, Steve's been at this since 1989 and seems to stand behind every installation personally. (Tell him to come in a different shirt). Third, this is far more than mailmerge/fax blast software. His manual explains it: "FaxFacts is the most comprehensive set of fax solutions on the market today. The system is infinitely expandable, both in size and features. If you come across a task that FaxFacts can't do, give technical support a call and they can probably configure it for you."
The man is serious.

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