How To Guides
Step-by-step walkthroughs for every part of MarTech — from your first setup to the full 6-month roadmap for building out your stack.
How to Build a Speed-to-Lead Workflow: Instant Text + Email When a Form Is Submitted
Build a speed-to-lead workflow in MarTech that texts and emails every new lead the moment they submit a form. Steps, timing tips, and sample messages. ...more
Automation & Workflows
November 03, 2026•7 min read
How Tags Trigger (or Silently Break) Your Automations
Learn how contact tags trigger workflows in Ajax Union MarTech, why notes don't, and how to catch automations that are silently missing contacts. ...more
Automation & Workflows
August 12, 2026•7 min read
Understanding Additional Charges with MarTech (app.ajaxunion.com)
When you sign up for a subscription with us, you get access to a full suite of marketing automation and customer relationship management tools, all streamlined within our MarTech (app.ajaxunion.com) p... ...more
How To Guides ,Platform Setup & Configuration Marketing Tools & Campaign Setup CRM & Contact Management Automation & Workflows Customizations & Advanced Features Chat & Communication Features Platform Navigation & Dashboard Integrations & Connectivity &SMS & Email Marketing
June 29, 2026•5 min read
Month 5: Turn Email Into Your Most Powerful Growth Channel
Build a monthly newsletter, content plan, and nurture workflow in Month 5 of your martech stack. A guide for small business owners turning email into a consistent growth channel. ...more
Automation & Workflows ,SMS & Email Marketing
May 27, 2026•9 min read
Month 3: Put Your Google Reviews on Autopilot
Automate your Google review requests and AI-drafted responses in Month 3 of building your martech stack. A practical guide for small business owners ready to scale reputation. ...more
Automation & Workflows
May 27, 2026•8 min read
Month 5: Turn Email Into Your Most Powerful Growth Channel
Build a monthly newsletter, content plan, and nurture workflow in Month 5 of your martech stack. A guide for small business owners turning email into a consistent growth channel. ...more
Automation & Workflows ,SMS & Email Marketing
May 27, 2026•9 min read