Set Up Tutorials

We highly recommend you use your trial time to go through these set up steps and review the features that are locked during the trial such as Automated Workflows, SMS messaging and the dialer systems. We've put them in a specific order that will help you to get to know the system while fleshing out your account for the next steps.

Step 1: Set Up Your Account Information, Billing Overview, Webform & more

Step 2: Settings Overview
*note that the dialer set up is not included in this video. Also, a new integration for Direct Mail Manager has been added to Settings since this video was made, so your Settings will look slightly different from this video. To see the dialer set up, please go to: []

Step 3: Create Custom Form Fields & Dropdowns
Custom Form Fields:


Step 4: Create Status Options (Lead & Client Dispositions)

Step 5: Create Tags

Step 6: Review Marketing Opportunities
Radius allows you to market through Mass Emails, Date Triggered Emails (birthday, renewal, effective & Turning 65) and Automated Workflows to create campaigns of emails, SMS messages, Tasks, Call Queues & more.

A) Mass Emails:

B) Templates & Date Triggered Emails

C) Automated Workflows

Step 6: Create Your Carriers & Products 

Step 7: Review Our Reports Option

Step 8: Check out How To Import Leads & Clients and do some samples.

We recommend only doing a few samples during your trial period so that you can maximize your automated workflows and email campaigns.

This video covers how to add leads and clients into the system via spreadsheet import, manual entry & lead vendor integration. To see how to create a web form for website lead capture, go to Account> Billing Information> Web Form.

See more videos & tutorials at []
If you have any questions on your trial or need to submit a technical ticket, go to []