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Master Unlimited Digital Marketing: The Complete Guide to Workflows, Outreach, Social Planner, and More
How to Master Unlimited Digital Marketing: A Complete Guide to Organizing, Automating, and Scaling Your Business
Running a business today means juggling dozens of tools, one for your contacts, one for email, one for social media, one for landing pages… and the list goes on.
UnlimitedDigitalMarketing puts an end to that chaos. It’s your single platform to organize outreach, run campaigns, book appointments, analyze results, and even automate parts of your business, without needing a dozen different logins.
In this guide, we’ll walk through exactly how to use UnlimitedDigitalMarketing’s most powerful features so you can work smarter, save time, and grow faster.
1. Organize Your Outreach and Contacts
A strong outreach process starts with understanding and managing your audience effectively. Within the platform, you can import contacts from spreadsheets, lead forms, or other tools you already use. Once your contacts are in one place, you can organize them with tags, custom fields, or smart lists. This makes it possible to group people by shared interests, where they are in the sales funnel, or how they first engaged with your business. Every interaction—whether a phone call, email, text, or note—is automatically tracked, giving you a complete record of communication. This level of organization ensures that you always have the right context before reaching out.
2. Plan Your Social Media with the Social Planner
Consistency is an important part of building trust on social platforms, but it can be difficult to maintain without a structured plan. The Social Planner allows you to connect your accounts—such as Facebook, Instagram, LinkedIn, and Google Business Profile—into one hub. From there, you can schedule posts weeks or even months ahead of time. A visual calendar view makes it easy to see your planned content at a glance, spot gaps, and make adjustments. Instead of posting manually each day, you can focus your energy on responding to comments, engaging in conversations, and refining your strategy.
3. Automate with Workflows
Workflows allow you to set up processes that run automatically based on triggers you define. For example, a workflow could begin when someone fills out a form, schedules a call, or clicks a link in an email. Once the trigger occurs, the workflow can guide the next steps: sending an email, assigning a task to your team, or sending a text message reminder. Each step can be customized so that the experience still feels personalized for the prospect. Automation like this helps you save time, stay consistent in your follow-up, and scale outreach without relying on manual reminders.
4. Track Performance with Email Analytics
Rather than relying on guesswork, email analytics provide measurable insights into how your campaigns are performing. You can quickly see open rates, click-through rates, and delivery metrics to determine whether your messages are being read and acted on. Testing tools let you compare subject lines, calls-to-action, and email content to see which versions resonate most with your audience. By analyzing this data, you can identify patterns and make informed adjustments that improve engagement over time, ultimately leading to more effective communication with your contacts.
5. Launch Landing Pages and Websites
You don’t need advanced technical skills to create effective landing pages or even entire websites. The platform offers drag-and-drop templates that let you quickly build pages for lead generation, signups, or product showcases. You can incorporate elements like videos, countdown timers, or custom forms depending on your goals. Once built, these pages can be directly connected to your workflows, ensuring that new leads are followed up with automatically. This makes it easier to capture and act on interest without unnecessary delays or extra tools.
6. Stay Connected with the Mobile App
Business often happens outside of office hours or away from a computer. The mobile app ensures that you remain connected wherever you are. From the app, you can manage your pipeline, reply to incoming messages, or even place calls using your business number. Notifications alert you when new leads come in or when appointments are booked, so nothing is missed. Having access to these tools on the go gives you flexibility and peace of mind that your business is always within reach.
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7. Use Your Own Custom Domains
Brand identity is strengthened when your digital presence feels professional and consistent. By hosting funnels, websites, or landing pages on your own custom domain, you reinforce your brand at every touchpoint. The platform also supports SSL certificates, which improve security and signal trustworthiness to visitors. This allows you to maintain control over your customer experience, from the first click all the way through to conversion.
8. Send and Automate Emails
Email remains one of the most direct and personal ways to communicate with prospects and customers. Within the platform, you can create professional, mobile-friendly emails using a drag-and-drop editor. Messages can be personalized with merge fields (like a contact’s name or company) and can include logic that changes content based on the recipient’s information. Beyond one-off campaigns, you can set up automated sequences that send follow-ups or nurture messages over time. This ensures your communication is timely, relevant, and consistent.
9. Manage Phone Calls Seamlessly
Instead of juggling multiple tools, the platform provides an integrated phone system. You can secure a dedicated business number and use it to make and receive calls directly within the platform. Calls can be recorded for training, quality assurance, or compliance needs. Additionally, call routing rules can be established to ensure that calls go to the right person or department. This creates a smoother experience for both your team and your customers, reducing missed calls and improving responsiveness.
10. Leverage AI Agents
AI tools within the platform can handle some of the routine interactions that often take up valuable time. For example, chatbots can be trained to answer common questions, gather contact details, or even qualify leads before passing them to a salesperson. AI can also assist with scheduling, automatically suggesting and confirming times that fit your calendar. In addition, AI can generate draft messages or campaign ideas, providing a starting point for your outreach. While not a replacement for human interaction, these tools act as helpful assistants, available around the clock.
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11. Host Webinars and Events
Webinars and events can be powerful ways to educate and engage your audience. The platform includes tools to simplify the setup process. You can create custom registration pages, track sign-ups, and send confirmation or reminder emails automatically. After the event, follow-up messages can be tailored to attendees and non-attendees—for example, sharing replay links with those who registered but didn’t attend live. These features make it easier to manage the full lifecycle of an event without needing multiple external tools.
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12. Simplify Scheduling with Calendars
Coordinating meetings over email can be time-consuming and inefficient. With the built-in calendar feature, you can create booking links for specific types of appointments, such as discovery calls, demos, or consultations. Prospects and clients can select a time that works best for them, instantly reserving a spot on your calendar. Automated reminders help reduce no-shows, and follow-up messages can be sent afterward to keep momentum going. This creates a smoother scheduling process for both your team and your audience.
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Final Thoughts
UnlimitedDigitalMarketing brings everything you need into one simple platform. By organizing your outreach, automating workflows, running campaigns, and tracking results — all in one place — you’ll save time, close more deals, and scale faster.
Start with one or two features that solve your biggest pain points, then expand into the rest as you grow. The power to run your entire business from one platform is right at your fingertips.
If you are still not sure about how any of this work or want to go deeper, don't hesitate to reach out, we also host weekly strategy calls to go over any issues that may present along the way + Monthly strategy sessions to go over your marketing strategy and key points to work on!
For further details or questions about any of these features, please reach out to us at [email protected]. We’re here to help you make the most of the Unlimited Digital Marketing (app.ajaxunion.com) platform!
