Mastering RadOS: the complete 17-lesson course

1. Log in and land on your Dashboard — your snapshot of recent sales, new contacts, and quick links.
2. The left-hand menu holds six sections: Sites (funnels, blogs, digital store), Assets (courses, communities & products), Emails, CRM (contacts, tags, pipelines, calendar), Automations, and Settings.
3. Beyond the main Dashboard, students get their own dedicated dashboard the moment they're enrolled in a course, separate from your business-owner view.
4. The four building blocks: Funnels move visitors toward an action, Contacts & Tags organize everyone on your list, Automations run rules in the background, and Courses deliver your paid or free content.

1. Go to CRM → Contacts to see everyone on your list, or CRM → Tags → Create to add a new label like "Customer" or "Blog Leads."
2. Click Create Contact to add someone manually — fill in their email and details, add any custom fields you use, and assign tags right there at creation.
3. Import an existing list as a CSV, matching each column to the right field as you go — only import contacts who've actually given you permission to email them, never a purchased or borrowed list.
4. Add or remove tags manually from any contact's profile, or automatically through an automation rule.

Filtering and bulk actions

Use the sidebar filters to narrow your contact list — for example, "tagged with: Customers" shows only contacts carrying that tag. Select individual contacts with their checkbox, or the top checkbox to select everyone in the filtered view. From More actions in the lower right, you can add or remove a tag, or subscribe the whole selection to a campaign — all at once, even across thousands of contacts.

1. Go to Sites → Sales Funnels → Create, name your funnel, and choose a domain. A custom domain is optional — every account already comes with its own RadOS subdomain.
2. Pick the Build an Audience funnel type — it comes preset with an opt-in page and a thank-you page — then choose a template for each.
3. On the opt-in page, drag a Form element in and make sure an email field is present, or visitors won't be able to subscribe.
4. In the page's Configuration tab, you can rename the page and set its URL path — leave the path empty if you want this page to be the funnel's homepage.
5. Build an automation rule right on the page's Automation rules tab: trigger Funnel step form subscribed → action Add a tag, so every new lead is tagged the moment they opt in. (Triggers here are limited to what fits this page type — the central Automations section offers more.)

The other tabs on a funnel step

• A/B test — run two versions of the page and see which converts better.
• Stats — page views, opt-ins, conversion rate, and earnings per page view.
• Leads — everyone who's opted in through any page in this funnel.
• Sales — every sale made through this funnel.
• Deadline — add a time-limited offer that redirects visitors elsewhere once it expires.

In the editor, a video element can be a YouTube link, an HTML embed, or a direct upload — and any element can be marked desktop-only or mobile-only if you want the two versions to differ.

1. Create a funnel and choose the Sell type — it comes preset with an order form and a thank-you page.
2. On the order form, choose Digital product or Physical product, then attach what the customer receives (a course, a tag, a community, etc.) and add a price plan, including a payment descriptor — the text that shows up on the customer's card statement.
3. Optionally set a sales limit on the offer to cap how many units can be sold — useful for a limited or early-bird run.
4. Add an order bump — a small extra offer shown right on the order form — to lift your average order value.
5. Add an upsell and, optionally, a downsell step right after the order form, each with clear Accept and Decline buttons.
6. Run a full test purchase before sharing the link publicly — confirming payment, delivery, and confirmation emails all work together.

1. Go to Emails → Campaigns → Create for a timed, automated sequence — like a welcome series that fires when someone opts in.
2. Go to Emails → Newsletters → Create for a one-off send to a segment of your list, filtered by which tags to include and exclude.
3. Send from an authenticated sender address, choose the Classic editor for simple, personal-feeling emails, or the Visual editor for drag-and-drop layouts with images and buttons.
4. Use merge variables like the contact's first name to personalize each email automatically.

1. Go to Automations → Rules → Create, then set a Trigger (an event, like a new sale) and one or more Actions — you can stack several actions on a single trigger, like tagging the contact, subscribing them to a campaign, and sending yourself a notification, all at once.
2. Common triggers: a form is subscribed, a purchase happens, a tag is added, an email link is clicked.
3. Common actions: send an email, add or remove a tag, enroll in a course, subscribe to a campaign.
4. For anything branching, build a Workflow instead — it's a visual builder with four core pieces: Triggers, Actions, Delays (a pause), and Decisions (conditional branching).

1. Go to Assets → Courses → Add a new course, name it, and pick a domain, URL path, and theme.
2. Add modules, then add lectures inside each one, setting a delay in days for drip content (leave it at 0 for instant access) and whether comments are enabled.
3. Edit each lecture in the page editor — add your title and video, and finish with a resources section (a bulleted list linking to worksheets, tools, or other materials).
4. Duplicate an existing lecture instead of building the next one from scratch — copy it, rename it, adjust the delay, and just swap the video and resources.
5. Remember to activate each lecture once it's ready, and activate the course itself — both are inactive by default and won't be visible to students until you do.
6. Choose an access type: Full access (everything unlocks instantly, delays ignored), Drip content (lectures unlock gradually on their delays), or Partial access (only selected modules).
7. Attach the course as the resource on an order form — RadOS grants access and sends login details automatically once payment succeeds.

1. Go to Assets → Communities → Create, name your community, and set its domain and URL path.
2. Set it to Public (anyone with the link can join) or Private (members need approval), and toggle Automatic Post Approval — on means posts go live instantly, off means you review each one before it's visible.
3. Organize discussion into Topics, and pin important posts to the top of the feed or a topic.

Finding your way around a community

• Home — the main feed
• Members — everyone who's joined
• Pending Post — posts waiting on your approval
• Scheduled Post — posts queued to publish later
• Settings — name, domain, branding, and the options above

Selling access to a community

1. Attach your community as the resource on an order form, the same way you would a course.
2. Set a one-time or subscription price plan — RadOS grants access on payment and revokes it automatically on a cancelled subscription or a refund.

1. Go to Assets → Physical Products to create a product: name, description, SKU, tax, currency, price, and weight, plus inventory and shipping settings.
2. Add variations (size, color, etc.) — RadOS automatically generates every combination, and you set price and stock for each one individually.
3. On the order form, drag in the Physical Product element to display the product and its options to the customer.
4. Add the physical product as an order bump on a digital offer to combine both in a single purchase flow.

Fulfilling orders

Find every order under Sales → Orders, with search and filters to find a specific one. Once you've shipped an item, mark the order as Fulfilled to keep your records straight.

Method 1 — Automated email delivery (recommended)

1. Set up an order form, tag the buyer, and set your price.
2. Build an automation rule triggered by New sale that sends an email with the file — either attached directly, or as a link to a cloud file.

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

Method 2 — Instant download on the thank-you page

Add a button or text link on the order's thank-you page, configured to trigger the download immediately — no waiting on an email.

Method 3 — Sell through a digital store

For multiple digital products at once, list them in a Digital Store (see Lesson 12) — one storefront handles listing, payment, and delivery together.

1. Go to Sites → Blogs → Create, name it, choose a domain, URL path, and template.
2. Customize the Blog Layout for elements shared across the whole blog (header, footer) and the Post Layout for how an individual article is structured — or unlink a specific page from the master layout to give it a unique design.
3. Create a post: title, description, URL, and a featured image, then edit its content in the page editor.
4. Activate a post to publish it immediately, or Schedule it for a future date and time.
5. Use Posts, Pages, and Categories to organize content — the Home page and Post list page can't be deleted, since the blog needs them to function. Each category has its own SEO Title and SEO Description; assign a post to a category from that post's Settings.
6. Drag a Form or Popup onto a post to turn readers into subscribers, using the same elements you use everywhere else in RadOS.

1. Go to Sites → Digital Store → Create, name your store, and set its domain, URL path, and language.
2. Click Edit header to set your logo, bio, and social links, then apply a design theme with your own colors and fonts.
3. Click Add section to group your offers into categories — for example "Freebies," "Courses," and "Templates" — and drag products into the right one.

The five product types

• External link redirect — send visitors to an outside link, e.g. an affiliate offer
• Lead generation form — collect emails with a lead magnet: set a thumbnail, define the form fields, a thank-you page, and an automation rule to tag and email new subscribers
• Digital download — set a thumbnail, upload the file, and set your price
• RadOS course — set a thumbnail, select the course, and set your price
• Physical product — reuses the same product setup as Lesson 9

Click Publish to make a product visible in the store, then View to see the live page. Under Main Settings, set your SEO title, description, and keywords, and add any tracking codes you need.

1. Go to Assets → Coupons → Create and set a name, a code (what the customer types in), a discount type (fixed amount or percentage), and the amount.
2. Optionally set an expiry date, or a maximum number of times it can be redeemed.
3. Open the relevant Order Form's configuration and link the coupon to that specific offer — a coupon only applies to offers you've attached it to.
4. In the page editor, drag the Coupon element (from the Payment section of the elements panel) onto the order form page, or customers won't have anywhere to enter the code.

1. Go to Emails → Statistics and use the date filter to focus on a specific period.
2. Check your account's sending Pool — a reputation category (New User, Low Risk, Moderate Risk, High Risk) that affects how reliably your emails reach the inbox.
3. Watch four account-level graphs: Emails Sent, Average Open Rate, Average Spam Rate (aim for near zero — it protects your reputation), and Average Bounce Rate (a signal of how clean your list is).
4. Open the Emails Table or any individual email's stats page for its open, spam, and bounce rates, plus its Click Rate.
5. Drill into contact-level engagement — send time, opens, clicks, and bounces per recipient — with filtering and export.
6. Check link performance for Total Clicks vs. Unique Clicks on each link, down to which contacts clicked, with export available.

1. Go to CRM → Pipelines → Create and name your pipeline.
2. Define your stages — a typical setup runs New Lead → Contact Made → Proposal Sent → Negotiation → Deal Won / Deal Lost, but you can customize these to match your own process.
3. Add a lead manually with Add Contact inside a stage, or automatically via an automation rule triggered by a form subscription or a completed purchase.
4. Drag a contact's card between stages as their status changes.
5. Add notes directly on a contact's card — call summaries, key details, next steps. Saved notes appear in a Previous notes list, where you can pin, edit, or delete any of them.

Phase 1 — Set your availability

Go to CRM → Calendar → Availability and define: the date range you're bookable within, a minimum notice period (how soon someone can book before the slot), your weekly schedule plus date-specific overrides for exceptions like holidays, the increments your slots are offered in (every 15/30/60 minutes, etc.), a daily limit on bookings, and buffer time between appointments.

Phase 2 — Create an event

1. Go to the Events tab and create at least one event type before you can accept bookings.
2. Choose Individual (one person per time slot — ideal for 1-on-1 calls) or Group (several people can book the same slot — ideal for a live workshop).
3. Add a location option (video call or in-person) and a short description shown on the booking page.

Phase 3 — Add it to a page

Open the page editor and drag the Calendar element onto any funnel step, blog post, or digital store page. It has three built-in stages: the booking interface, a submission form, and a confirmation screen.

1. For a free booking, the visitor picks a slot and confirms — no payment step.
2. For a paid booking, link the event to an order form and a digital product the same way you would any other offer; payment happens before the slot is confirmed.

Managing bookings

Go to CRM → Bookings for a central dashboard of every appointment, where you can cancel or reschedule — every change sends an automatic email notification and syncs with your connected calendar.

1. Click your profile picture, then Subaccounts, and enter a name and subdomain to create one.
2. Each subaccount is a fully isolated workspace — its own funnels, contacts, emails, courses, and automations — with the same resource limits as your main account.
3. Switch between accounts directly from your main dashboard, without logging out and back in.
4. Connect a separate payment gateway per subaccount — essential if clients bill in different currencies or need their own merchant account.
5. Invite an assistant or a client to manage one specific subaccount, without giving them any access to your main account or your other subaccounts.
6. Share assets — funnels, courses, email campaigns — instantly between your main account and a subaccount, or between two subaccounts, instead of rebuilding them each time.