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HomeDocumentationAPI ReferenceChangelog

Getting Started

  • Welcome to Radio Workflow
  • Getting Help
  • Become a customer
  • New customer FAQ's
  • How to sign in
  • Privacy Policy
  • Training Schedule
  • Platform Settings

Sales & Marketing

  • Getting Started for Sales People
  • Bulk Transfer Accounts
  • Schedule your Fillers
  • Restore a Contract to a Past Version
  • Use Design Builder
  • Enter Non-spot Revenue
  • Add a Secondary Contact
  • Send a Newsletter
  • Revise a Contract
  • Build a Projections Report
  • What is the Prospect Pool
  • View Sales Activity
  • View a Weighted Revenue Forecast
  • Use Prospector to Find Prospects
  • Merge Two Accounts
  • Set Multi-rate in a Contract
  • Import your Account List
  • Use Tags Inside Radio Workflow
  • Add in your Sales Activity
  • Add a Note to an Account
  • Approve Proposals
  • Billing Tags & Update Contact Information
  • An Introduction to the Dashboard
  • Change an Accounts Name
  • Manage your Print Advertising

Traffic & Administration

  • Schedule Proof of Performance
  • Setting Up Avail Types, Spots Types & Dayparts
  • Export your Log Each Day
  • Create your Clocks (log Templates)
  • Automatically Assign Cart Id's
  • Build a Non Spot Billing Report
  • Download and Print your Log
  • Lock your Log in Log Editor
  • Set your Default Clocks
  • Build a Run Times Report
  • Post a Log Without Reconciling it
  • Make Good on a Bumped Spot
  • Generate a Live Avails Report
  • Inject a Mini Clock Into a Daily Clock
  • Create a Clock (With Bobby)
  • Fix Pink Lines In Media Query
  • Settings for Logs, Proposals, & Contracts
  • Manage Revised Contracts on the Log
  • Use Media Query
  • Create your On-air Clocks
  • Run a Sponsorships Report
  • Use Network Query
  • Processing Signed Contracts
  • Bulk Assign a Copy Rotation
  • Introduction to Radio Workflow Traffic
  • Add a New Program

Accounts Receivable

  • Working with Edi Invoices
  • Apply a Credit Note
  • Set Up an Account for Pre-billing
  • Check your Account Balances
  • Export Invoices to Quickbooks Desktop
  • Undo a Payment in Radio Workflow
  • Add your Payment
  • Edit an Invoice in Radio Workflow
  • Setup your Custom Invoice Formats
  • Run your End-of-month Billing
  • Run a Commissions Report

System Administrators

  • Change your Billing Address
  • Add a New User in Radio Workflow
  • Add a New Station (Media Outlet)

On-Air & Promotions

  • Set Up your Store on Myradiodeal

Creative & Production

  • Getting Started
  • Creating a Production Order
  • The Production Lifecycle
  • Understanding Work Queues
  • Add a Script to a Project
  • Delete a Project
  • An Introduction to Creative Pad

Billing

  • How to post your Invoices
  • Export Invoices to QuickBooks
  • How to add a Payment
  • Apply a Credit Note to an Invoice
  • How to edit an Invoice
  • Setup your Invoice Formats
  • Setup RadioInvoices.com
  • Send Invoices via RadioInvoices.com
  • How to run an Aging Report

Quick How To's

  • Revise a Contract
  • Trash an Invoice
  • Change Password
  • Set Spot as Dubbed
  • Update Spot Status
  • Create a Task
  • Send an Invoice
  • Projected vs Actual Report
  • Approve Proposal/Contract
  • Contract Calendar View
  • Update Project Filter
  • Undo Payment

Video Tutorials

  • How to add an Account and Contact
  • Manage your account list
  • How to create and send a Contract
  • Create a simple Production Order
  • Customizing your workflow
  • Add a custom Proposal design template

Integrations

  • Partner API
  • Gmail Integration

Workstation

  • An Introduction to Workstation
  • Shortcut Keys
  • Download

Mobile Apps

  • iOS
  • Android

Import Manager

  • WideOrbit (For Production)

Contracts

  • An Introduction to Contracts

Design Builder

  • Merge Tags

FAQ's

  • Account Settings
  • Sales & Marketing
  • Traffic & Administration
  • Creative & Production
  • System Administration

The Basics

  • What is a Super User?
  • How do User Roles work?
  • What is the Neglected tab!
  • Timezone's

Bells & Whistles

  • Prospector
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Updated almost 3 years ago