Mastering RadOS: the complete 18-lesson course

Your Dashboard

After you log in you land on your Dashboard, a snapshot of how your business is doing:

1. Date range (top right): choose which period the numbers cover.
2. Sales: revenue for the selected period.
3. New leads: how many new contacts joined your list.
4. Live updates: a running feed of new contacts and sales as they happen.

The top menu: where everything lives

Every tool in RadOS sits in the top menu bar. Click (or hover over) any item to open its sub-menu.

1. CRM: your people. Contacts (everyone on your list), Tags (labels that organise them), Pipelines (track deals and clients) and Calendar (bookings).

   

2. Sites: your pages. Websites, Sales funnels, Link in bio and Blogs.

   

3. Emails: Newsletters (one-off broadcasts), Campaigns (automated sequences) and Statistics (opens and clicks).

   

4. SMS: SMS Templates and their Statistics.

   

5. Automations: Rules (simple "when this happens, do that") and Workflows (multi-step sequences).

   

6. Assets: what you sell and deliver. Physical products, Coupons, Courses, Communities and Files.

   

7. Sales: your money. Orders, Transactions and Subscriptions.

   

Your account settings

1. Click your profile picture in the top right, then Settings.

   

2. The left column lists every settings area: Profile, My plan, Payment gateways, Emails, Custom domains, Integrations, Workspace members and more. Fill in your Profile first: this information appears on your invoices.

   

Part 1: Add a contact by hand

1. Go to CRM → Contacts. You'll see everyone on your list with the date they registered and their tags. Click Add contacts in the top right.

   

2. Choose Create contact (one person) or Import contacts (a whole list from a CSV file).

   

3. Fill in the Email (required) and First name / Last name. In the Tags box, pick one or more tags. Further down you'll find Address and Custom fields. Click Save.

   

"This email address is invalid…"? RadOS checks that the email's domain can actually receive mail. Made-up addresses like name@example.com are rejected. Use a real address.

4. A green confirmation appears and the contact shows up in your list with its tags.

   

5. Click any contact to open their profile. On the left you'll see their Tags (click + to add one, × to remove it, or Tag history to see changes) and contact data. The tabs on the right show their Subscriptions, Payments, Emails, Campaigns, Courses, Automation tasks and more.

   

Part 2: Import a list

1. Go to Add contacts → Import contacts. Drag in a CSV file (or click to upload). The first row must contain the column names. Need a template? Use Download our sample CSV file.

   

2. Follow the three steps on the right: upload the file, add tags (optional) and subscribe to a campaign (optional). Then, in the table, map the Email column, confirm the other fields and click to import.

Part 3: Filter and bulk-edit

1. Click Filter → Add condition → Tag, keep Tagged with and choose a tag. The list instantly shows only those contacts. Use Save filter to reuse it later.

   

2. Tick one contact, or the top checkbox to select everyone in the view. A bar appears at the bottom with Add tag, Delete tag, More and Delete.

   

3. More lets you subscribe or unsubscribe the selection from a campaign, change their marketing-email status, or Export them.

   

Part 1: Create the funnel

1. Go to Sites → Sales funnels and click + Create. Give the funnel a name, keep your default domain, choose Build an audience ("Collect email addresses and build your email list") and click Create.

   

2. Open the funnel. It comes with two steps: Opt-in page and Thank You / Download Page. With the Opt-in page selected, hover over a template and click Use template.

   

3. The Configuration tab shows the page Name and its URL Path (the end of the web address). Change the path to something readable if you like, e.g. free-guide.

   

Part 2: Check the form in the editor

1. Click Edit page. Opt-in templates already include an email field and a button. Click any text to replace it with your own offer, then Save.

   

2. Need a form on a page that doesn't have one? Scroll the Elements panel to Form and drag in Form, Form input, Button or Checkbox.

   

3. Click a field to see its settings. Make sure one field has Input type: Email.

   

Part 3: Tag every new lead automatically

1. Back in the funnel, open the Automation Rules tab and click Add rule. A rule has two halves: a Trigger (when this happens) and an Action (do this).

   

2. Click Add trigger → Funnel step form subscribed. The funnel and step fill in automatically.

   

3. Click Add action → Add a tag. (Other options here include Subscribe to campaign, Send email and Add to a pipeline stage.)

   

4. Choose a tag, or type a new name to create one, then click Save rule.

   

5. The rule is now Active. From now on, everyone who opts in is tagged automatically.

   

Part 4: Thank-you page and stats

1. Click Thank You / Download Page and pick a template. New leads land here right after signing up, so it's the perfect place for a download button.

   

2. Once traffic starts coming in, the Stats tab shows page views, opt-ins and conversion rate for each step.

   

The other tabs on a funnel step

• A/B test: run two versions of the page and see which converts better.
• Leads: everyone who opted in through this funnel.
• Sales: every sale made through this funnel.
• Deadline settings: a time-limited offer that redirects visitors once it expires.

Before you start

Create a Sell funnel with a digital product and a price plan on its Order Form. The click-by-click walkthrough is in Lesson 18.

Part 1: Limit how many can be sold (optional)

1. On the Order Form step, open Sales limit. Enter the maximum number of sales and choose the funnel step visitors are sent to once the limit is reached (for example a "Sold out" page). Useful for early-bird offers or limited spots.

   

Part 2: Add an order bump

An order bump is a small extra offer with a checkbox right on the order form, for example a €7 checklist added to a €27 guide.

1. Scroll to the bottom of the Order Form settings. Below Coupons, click + Add order bump.

   

2. Under the new Order bump section, choose Digital product (or Physical product).

   

3. Create the bump product with + Create new product, the same way as your main product. Then click + next to Resources (what the buyer gets) and + next to Price plans (the bump price).

   

4. When both are filled in, click Save.

   

5. "Changes saved" confirms it. The bump product is now locked in; use Edit product to change it later.

   

6. Open Edit page and drag the Order bump element (in the Payment section of the elements panel) into the order summary. Without this element the bump won't appear on the page.

   

Part 3: Add an upsell

An upsell is a one-click offer shown right after payment, before the thank-you page.

1. In the left panel, click + Add step and give the step a name.

   

2. Open Type. You'll see every step type (opt-in pages, sales pages, order forms and more). Type Upsell to find it quickly.

   

3. Select Upsell, keep Choose a template and click Create.

   

4. The new step appears in the list. Hover over a template and click Use template.

   

5. Under Choose offer type, attach the upsell product and price exactly as you did on the order form.

   

6. New steps are added at the bottom. Drag the upsell so it sits directly below the Order Form and above the Thank You Page.

   

7. In the upsell's editor, keep both buttons: Accept ("YES! I want this!") and Decline ("No thanks"), so customers can choose either path.

   

Before you start: a sender address on your own domain

1. Both tools live under the Emails menu.

   

2. RadOS only sends from an address on a domain you own (for example info@yourbrand.com), not from Gmail or Yahoo. Go to Profile picture → Settings → Emails: click Setup domain authentication, enter your domain and add the DNS records it shows at your domain provider. Then click Click here to confirm your email address, add your address and click the confirmation link that arrives in that inbox. Both need to show Verified.

   

Part 1: Send a newsletter

1. Go to Emails → Newsletters and click + Create.

   

2. Enter the Subject, check the Sender name, pick your Sender email address and choose an editor: Classic for simple, personal-looking emails, Visual for drag-and-drop layouts with images and buttons. Click Create.

   

3. Add a short Preview text (shown next to the subject in the inbox), write the email in Body, and on the Recipients tab choose who gets it under Include these tags. Use Exclude these tags to leave people out.

   

4. The Personalization tab lists codes like {first_name}. Put one in the text and every contact sees their own name.

   

5. Open the arrow next to Save draft: Save and test sends a test to you, Save and send sends now, Save and schedule picks a date and time.

   

6. Confirm, and the newsletter goes out. The list shows how many emails were sent, opens and clicks.

   

   

Part 2: Build an email campaign (sequence)

1. Go to Emails → Campaigns, click + Create, enter a Name, choose the Sender email address and click Create.

   

2. Click the campaign name to open it.

   

3. Click + Create to add the first email (a "campaign step"): subject, sender and editor, then Create.

   

4. Write the email.

   

5. Open the arrow next to Save draft and choose Save and publish.

   

6. Choose after which email this one is sent (empty for the first email) and the delay, for example 2 days after the previous one. You can also limit the time of day and days of the week. Click Activate.

   

7. Repeat for every email in the sequence. Each one must show Active.

   

Part 1: Automation rules

1. Go to Automations → Rules. Every rule is listed with its Trigger, Action, Status and creation date, and you can filter by trigger, action or status. Rules you create inside a funnel step appear here too. Click + Create.

   

2. A rule has two halves: the Trigger (when this event happens) and the Action (do this). Click Add trigger.

   

3. Choose a trigger. The list is grouped: Contact (tag added/removed), Forms & subscriptions (funnel, website, blog and link-in-bio forms), Courses (enrolled, module/lecture/course completed), Sales, Email (campaign completed, email opened, link clicked) and more (webinar registration, meeting scheduled, enrolled in community, page visited).

   

   

4. For example, pick New sale, then choose the Funnel and the Funnel step (the order form).

   

5. Click Add action and choose what should happen: Subscribe to campaign, Send email, Send email to a specific email address (e.g. a sale notification to yourself), Send SMS, Add a tag, Remove tag, Add to a pipeline stage, Enroll in course, Grant access to a community, Send webhook and more.

   

6. Fill in the action (here: the tag to add) and click Save rule. Need several actions for one trigger? Click the + next to Action to stack more.

   

Part 2: Workflows (multi-step automations)

1. Go to Automations → Workflows and click + Create.

   

2. Give it a name and click Create. Click the workflow's name to open the builder.

   

3. The builder starts with Add a trigger, which is what kicks off the workflow.

   

4. Pick a trigger (for example Tag added), choose its details and click Create.

   

   

5. The trigger appears at the top ("When this happens"). You can add alternative triggers with OR. Click the + below it to add the next step.

   

6. Each step is one of three types: Action (do something, e.g. send an email or subscribe to a campaign), Decision (split the path based on conditions) or Delay (wait before continuing).

   

7. Add a Delay: choose the unit (e.g. Days) and amount (e.g. 3) and click Save. It appears in the path.

   

   

8. Add a Decision to branch. Conditions can check Contact fields, Tag, Email clicked, Email opened, Created at or Activity, and you can combine several (all must match) or add another group (OR).

   

9. When the workflow is built, activate it. New workflows start as Inactive.

Part 1: Create the course

1. Go to Assets → Courses. The tabs at the top also give you Bundles, Students and Assignments. Click + Add a new course.

   

2. Enter the Name, keep your Domain, set a URL Path (e.g. my-course), pick a theme and click Create.

   

3. The course appears in the list as Inactive. Click its name to open it.

   

Part 2: Add modules and lectures

1. Inside the course, click Add module. The buttons at the top are Add student, Students, View and customize theme and Settings.

   

2. Name the module (e.g. "Module 1: Getting started") and click Create.

   

3. Inside the module, click + Add lecture.

   

4. Fill in the Name and the Delay in days (0 = available immediately; used for drip access). Tick Enable comments if students can discuss the lecture, choose a template with Use template and click Create.

   

5. Open the lecture's ⋯ menu. Edit opens the page editor, where you add your video and text. From the same menu you can Activate the lecture, open its Settings, create an assignment or a drip access email, and Duplicate, Move or Delete it.

   

6. Click Activate and confirm. The dot next to the lecture turns green.

   

Part 3: Settings and activation

1. Settings lets you change the course title, instructor name, language, description, domain, URL path, theme, fonts and the instructor photo, logo and cover image.

   

2. Back in Assets → Courses, open the course's ⋯ menu and click Activate.

   

3. The status changes to Active.

   

Part 4: Sell the course

1. On your order form's product (see Lesson 18), click + next to Resources, choose Courses and select your course.

   

2. Choose the Access mode, then click Add resource and Save.

   

Part 1: Create the community

1. Go to Assets → Communities and click + Create.

   

2. Enter the Name. Keep your Domain name; the Path fills in automatically from the name. Choose whether Automatic post approval is Enabled (posts go live instantly) or Disabled (you approve each post). Click Create.

   

3. The community appears in the list with its home page URL. Click its name to open it.

   

Part 2: Find your way around

1. The community opens on Home, the main feed. On the left you'll find Members, Moderation alerts (posts waiting for approval), Moderation history, Settings and Scheduled posts, plus your Topics.

   

2. In Settings you can change the name, path and cover image…

   

3. …choose Private Community (members join by invitation) or Public Community (anyone can view and join), and switch Automatic post approval on or off. Click Save.

   

Part 3: Post and organise by topic

1. Click Write something… on Home. Add a Title, pick a Topic (or type a new name to create one) and write your Content. You can attach files, video, GIFs or a voice note, or Schedule this post for later. Click Add post.

   

2. The post appears in the feed with its topic. Use the pin icon to keep important posts at the top. New topics show up in the left menu.

   

Part 4: Sell access

1. On an order form's product (see Lesson 18), click + next to Resources, choose Communities and select your community.
2. Add a one-time or subscription price plan. RadOS grants access when the payment succeeds and removes it automatically if a subscription is cancelled or refunded.
3. You can also give access with an automation: the action Grant access to a community (see Lesson 6).

Part 1: Create the product

1. Go to Assets → Physical products and click + Create.

   

2. Fill in the Name and Description, a SKU (your stock code) and Product tax, the Tax behavior (Exclusive = added on top, Inclusive = already in the price), the Currency, the Price and the Weight in grams.

   

3. Below that: tick Limit stock for this product to track inventory, tick Disable shipping fees if shipping is included, upload product images under Media, and tick This product has options if it comes in sizes or colours.

   

4. With options on, enter an Option name (e.g. Size) and its values (S, M, L). Click + Add another option for a second one, like colour. RadOS creates a variant for every combination, each with its own SKU, price and image. Click Save.

   

5. The product appears in your list.

   

Part 2: Sell it

1. On a Sell funnel's Order Form (see Lesson 18), choose Physical product under Choose offer type and select your product. The price comes from the product itself.
2. In the page editor, use the Physical product element (in the Payment section) to show the product and its options to the customer.
3. You can also offer a physical product as an order bump on a digital offer (see Lesson 4).

Part 3: Fulfil orders

1. Go to Sales → Orders. (Transactions and Subscriptions are in the same menu.)

   

2. Filter by date, status or product to find an order. Once you've shipped it, mark the order as Fulfilled.

   

Part 1: Upload your file

1. Go to Assets → Files.

   

2. Click Upload files, then drag your file into the box or click it to browse.

   

3. Your file appears in the list. Click Upload.

   

4. When the green check appears, click Done.

   

5. The file is now in Files, ready to use anywhere in RadOS. The ⋯ menu lets you see File details, download, rename or delete it.

   

   

Part 2: Instant download on the thank-you page

The buyer gets the file the moment they finish paying, with no waiting for an email.

1. Open your Sell funnel (see Lesson 18), click the Thank You Page step and then Edit page. Click the button you want to use.

   

2. Under Action when button clicked, choose Download file. A File field appears.

   

3. Click the upload icon next to File, open the Your files tab and find your file.

   

4. Tick the file and click Insert.

   

5. The file is attached to the button. Change the button text (for example "Download your guide") and click Save in the top right.

   

Part 3: Deliver by email after every sale

This is the most reliable option, because the buyer can always find the file again in their inbox.

1. In the same funnel, click the Order Form step, open the Automation Rules tab, click Add rule and then Add trigger.

   

2. Choose New sale.

   

3. The funnel and step fill in automatically. Now click Add action.

   

4. Choose Send email.

   

5. Click the + next to Email to write a new email. Give it a subject such as "Your guide is ready", then in the email editor add a button or link to your file (you can also attach the file). Click Save rule.

   

Sender address first: RadOS can only send email from an address you have confirmed. If the Sender email address list says "No options", set up a sender address on your own domain first, as shown in Lesson 5.

Part 1: Create the blog

1. Go to Sites → Blogs.

   

2. Click + Create.

   

3. Enter a Name, choose the Domain name, set the URL Path (for example blog), click a template and click Create.

   

4. Your blog appears in the list with its home page address. Click its name to manage it.

   

Part 2: Write and publish a post

1. Inside the blog you'll find three tabs: Posts, Pages and Categories. The template comes with sample posts you can edit or delete. At the top: Blog layout (header and footer shared by every page), Post layout (how every article looks), View blog and Blog settings.

   

2. Click + Create. Enter a Title and Short description (the URL path fills in by itself), upload a featured Image and tick a Category. Click Create.

   

3. New posts start as Inactive. Click the title (or ⋯ → Edit) to write the article in the page editor.

   

4. When it's ready, open ⋯ and choose Activate to publish now or Schedule to pick a future date and time.

   

   

5. Open the post's address to see it live.

   

Part 3: Organise your blog

1. Categories: create, rename or delete categories. Each one has its own page and its own SEO title and description. Assign a post to a category from the post's ⋯ → Settings.

   

2. Pages: the template adds Home, Post list, Search, About and Contact. The Home page and Post list page can't be deleted, because the blog needs them.

   

Part 1: Create the page

1. Go to Sites → Link in bio.

   

2. Click + Create.

   

3. Enter a Name, choose the Domain name, set the URL Path and the Language, then click Create.

   

4. The editor opens with three tabs (Products, Design, Settings) and a live phone preview on the right.

   

Part 2: Add your header and products

1. Click Edit header. Add your photo, Display name and a short Bio, then your Social media links (Instagram, TikTok and more). Click Save.

   

2. Back on Products, scroll down and click Add new product.

   

3. Choose one of the five product types:
   • Redirect to an external link: send visitors to any page, for example an affiliate offer or your blog.
   • Collect emails: a lead magnet form that adds subscribers to your list.
   • Sell a digital download: upload a file and set a price.
   • Sell a course: pick one of your RadOS courses and set a price.
   • Sell a physical product: uses your products from Lesson 9.

   

4. Fill in the fields. For an external link that's an image, a Title, the Button text, a Subtitle and the URL. The preview updates as you type. Click Publish.

   

   

5. Your header and products are listed on the Products tab.

   

Part 3: Group products into sections

1. Click Add section, give it a title (for example "Free", "Courses" or "Templates") and click Add section.

   

2. Drag the section (by its dotted handle) above the products that belong to it.

   

Part 4: Design, settings and go live

1. Design: pick a theme and click Save.

   

2. Settings: change the name, domain, URL, language and Currency, choose accepted payment methods, and add SEO and tracking codes further down.

   

3. Click the open icon next to the address above the preview to see your live page.

   

Part 1: Create the coupon

1. Go to Assets → Coupons and click + Create.

   

2. Choose the Discount type (Percentage or Fixed amount), then enter a Coupon name (only you see it), the Coupon code customers will type, and the Discount amount. Optionally set an Expiration date and a Limit of use (leave it blank for unlimited). Click Save.

   

3. The coupon appears as Active, with how many times it has been used.

   

Part 2: Link it to an offer

A coupon only works on the offers you attach it to.

1. Open your Sell funnel, click the Order Form step and scroll down the Configuration tab to Coupons. Click +.

   

2. Choose the discount type, then open the Coupon list.

   

3. Pick your coupon and click Add.

   

4. The coupon now shows in the table, with its code, expiry and usage.

   

Part 3: Add the coupon field to the page

1. Click Edit page on the Order Form. In the Payment section of the elements panel, drag the Coupon element onto the page, above the payment button. Click Save.

   

Your email statistics

1. Go to Emails → Statistics.

   

2. At the top: the date range (top right), your sending Pool and the first graphs. The pool is your reputation level (New user, Low, Moderate or High risk) and affects how reliably your emails reach the inbox. Number of emails sent and Average percentage of opened emails show your volume and open rate.

   

3. Below: spam reports and bounced emails. Keep both as close to zero as possible. Spam reports hurt your reputation, and bounces mean addresses on your list no longer work.

   

4. At the bottom, the Emails table lists every newsletter and campaign email with total sent, opened, spam reports and bounces. Click a subject to see its own statistics, including clicks on each link and which contacts opened or clicked.

   

5. The email's own page shows its open, spam report, click and bounce rates, a row for every recipient (opened, clicked, reported, bounced; use Filter to narrow it down), and Links in this email with the clicks on each link.

   

Part 1: Create a pipeline

1. Go to CRM → Pipelines.

   

2. Click + Create.

   

3. Enter a Pipeline name. RadOS suggests stages (New leads, Initial contact made, Proposal sent, Negotiation, Deal won, Deal lost). Rename, drag to reorder, or click + to add your own. Click Save.

   

4. Click the pipeline name to open the board.

   

Part 2: Add and move leads

1. Each stage is a column. Click Add contact in the stage you want.

   

2. Choose Add existing contact or Create new contact and click Next.

   

3. Type at least 3 letters of the name or email, tick the contact and click Save.

   

4. The contact appears as a card in that stage.

   

5. As the deal progresses, drag the card to the next stage.

   

Part 3: Keep notes

1. Click a card to open Contact info, then click Notes.

   

2. Write the note (call summary, next steps) and click Save.

   

3. Saved notes appear under Previous notes, where you can pin, edit or delete them.

   

Phase 1: Set your availability

1. Go to CRM → Calendar.

   

2. You'll see three tabs: Events, Bookings and Availability. Open Availability.

   

3. Set your Weekly availability. Use Date-specific availability for one-off changes and Time-off for holidays.

   

4. Tick a day, choose the start and end time (click Add a time slot for a second block, such as after lunch) and click Save.

   

Phase 2: Create an event

You need at least one event before anyone can book.

1. On the Events tab click + Create new event and choose Individual event (one person per slot, ideal for 1-on-1 calls) or Group event (several people in the same slot, ideal for a workshop). Click Confirm.

   

2. Enter the Name, Event duration and Host name, and choose a Location: Online meeting, Phone or In person.

   

3. For an online meeting, connect Zoom or Google Meet, or tick External link and paste your meeting link. Click Save.

   

4. Write a short Description for the booking page, then set when invitees can book (indefinitely, a number of days ahead, or within a date range), the minimum notice and the cancellation deadline.

   

5. Choose the Start time increments (every 15, 30 or 60 minutes), an optional Daily limit and Buffer time between meetings.

   

6. Under Notifications, keep or change the automatic email reminders (for example 1 day and 1 hour before).

   

7. Scroll up and click Save and preview. You'll see the booking page your visitors get: they pick a day, then a time slot.

   

   

8. Your event is now on the Events tab.

   

Phase 3: Put it on a page and manage bookings

1. Open the page editor on any funnel step and add the calendar element. On an order form it is called Paid calendar (in the Payment section): link the event to a digital product so the client pays before the slot is confirmed.

   

2. Go to CRM → Calendar → Bookings to see every appointment, filtered by event, status or date. From here you can cancel or reschedule, and the client is notified by email.

   

Invite an assistant

1. Click your profile picture in the top right, then Settings.

   

2. In the left menu, open Workspace members and click Invite.

   

3. Enter your assistant's Email and click Invite. They receive an invitation email and get access as soon as they accept it.

   

Before you start: how the menu works

Everything in RadOS lives in the top menu bar: Dashboard · CRM · Sites · Emails · SMS · Automations · Assets · Sales. Hover over or click any item to open its sub-menu. You'll use three of them in this lesson:

• CRM → Tags to create the label that marks your buyers
• Sites → Sales funnels to build the pages people buy from
• The funnel's Order Form step, where you create the digital product and its price

Part 1: Create a tag for your buyers

A tag is a label RadOS sticks on a contact. When the tag is attached to your product, everyone who buys gets it automatically. Later you can send emails to just your buyers, or start an automation the moment the tag is added.

1. In the top menu, click CRM, then Tags.

   

2. You'll see a list of your tags with four columns: All time sales, Sales per contact, Times added and Times removed. Click + Create in the top right.

   

3. Type a clear name into Tag name, for example Buyer – Guide €27, and click Create.

   

Seeing "Your plan does not allow you to create more tags"? The free plan includes a limited number of tags. Either reuse a tag you already have or upgrade your plan with the Upgrade button in the top bar.

Part 2: Create a sales funnel

1. In the top menu, click Sites, then Sales funnels.

   

2. Click + Create (top right, or the button in the middle of the page if you have no funnels yet).

   

3. Fill in the Create funnel window:
   • Name: only you see this, so name it after the product
   • Funnel domain: leave your default RadOS address (yourname.rados.rs) unless you've connected your own domain
   • Funnel type: choose Sell ("Sell a product or a service")
   • Currency: click the field, type the currency name (e.g. Euro) and select it
   Then click Create.

   

4. A green "Funnel created" message appears and your funnel shows up in the list as Active. Click its name to open it.

   

Part 3: Pick a design for the order form

Inside the funnel, the left panel lists your Steps: Order Form and Thank You Page. Below them is an Inactive Page, which visitors see if you ever switch the funnel off.

1. With Order Form selected, scroll through the templates on the right. Hover over one you like (the small arrow icon previews it) and click Use template.

   

2. The step's settings open. Here you'll see the page Name, its URL Path (the end of the web address) and an optional Sales limit. Under Choose offer type, click Digital product.

   

Part 4: Create the digital product and attach your tag

1. The Add digital product window opens. Click + Create new product. If you've made the product before, use Select existing product instead.

   

2. Type the Digital product name (e.g. Guide (PDF)) and click Add product.

   

3. The product now appears with two empty boxes: Resources (what the customer gets after paying) and Price plans (what they pay). Click the + next to Resources.

   

4. In Add resource, pick the type. You can choose Courses, Course bundles, Tags, Communities or Calendar events. Click Tags.

   

5. Open the Tags dropdown, select the tag you created in Part 1, and click Add resource.

   

6. Your tag now appears under Resources. Next, click the + next to Price plans.

   

Part 5: Set the price

1. In Attach price plan, choose the plan type: One-time payment, Subscription or Payment plan (installments). For a single purchase, click One-time payment.

   

2. The first time, you won't have a plan to choose, so click Create a new one!

   

3. Fill in the New price plan form, then click Create:

   Field	What to enter
   Price plan name displayed on the order form	What the customer sees, e.g. "Guide – one-time payment"
   Price plan name displayed on your dashboard	Your internal label, e.g. "Guide 27 EUR"
   Statement descriptor	The text on the buyer's card statement. Keep it short and recognisable (e.g. "RADOS GUIDE"), which helps prevent chargebacks.
   Payment amount	The price, e.g. 27 (the currency comes from your funnel)
   Tax behavior	Exclusive = tax is added on top of the price; Inclusive = tax is already included

   

4. The plan appears under Price plans with its amount (here €27.00). Now click Save. Nothing is stored until you do.

   

5. A green Changes saved message confirms it. The product is now locked in. To change it later, click Edit product.

   

Part 6: Set up the thank-you page

1. In the left panel, click Thank You Page, hover over a template and click Use template. Buyers land on this page right after paying.

   

Part 7: Preview, edit the text, and go live

1. Go back to the Order Form step. Use the buttons at the top right: View funnel step opens the live page, and Edit page opens the drag-and-drop editor.

   

2. On the live page, your price plan already appears in the order summary with the correct price.

   

3. The template still shows sample content (photo, product title, phone number). Click Edit page, click any text or image to replace it with your own, then click Save and Exit.

   

4. Copy your page link from the URL Path field (the copy icon on the right) and share it.

Next step: make the tag do the work

Open the Automation Rules tab on the Order Form step and click Add rule. A good first rule is New sale → Send email, which delivers the PDF link to every buyer automatically. Because buyers are tagged, you can also send them their own newsletters later (Emails → Newsletters, filtered by tag).