Artalyx Walkthrough

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0/25 Sections Completed

Introduction ✓
1. Initial Setup ✓
2. Dashboard ✓
3. Artist Management ✓
4. Release Management ✓
5. Campaign System ✓
6. Industry Contacts ✓
7. Email System NEW ✓
8. Newsletter System ✓
9. Media Pitches ✓
10. Press Releases NEW ✓
11. Royalty Tracking ✓
12. Financial Hub NEW ✓
13. Communications Hub ✓
14. Marketing Hub ✓
15. Label Operations ✓
16. Live Events Hub ✓
17. Task Management NEW ✓
18. Calendar Integration ✓
19. Reports & Analytics ✓
20. Import/Export ✓
21. User Roles & Portal ✓
22. Advanced Features ✓

ARTALYX COMPLETE WALKTHROUGH v14.2.6

Every Feature, Step-by-Step with Real Scenarios

Updated: February 9, 2026 | Total Time: ~2.5 hours

Welcome! This comprehensive interactive guide covers every single feature in Artalyx v14.2.6 with real-world scenarios and step-by-step instructions. Check off each step as you complete it, and your progress will be saved automatically! Click any image to view full-size.

🎉 What’s New in v14.2.6:

Email Drafts – Save in-progress emails
Scheduled Emails – Send at specific times
Email Stats – Comprehensive analytics
Financial Hub – Complete expense tracking
Recurring Tasks – Auto-repeating tasks
Bulk Edit Tasks – Update multiple at once
Press Release Templates – 6 professional templates
OAuth Auto-Refresh – Tokens never expire!

Quick Jump to Key Sections:

Get Started 5 minutes – Initial setup & configuration Your First Artist 10 minutes – Complete artist record First Release 15 minutes – Album setup with all details Launch Campaign 20 minutes – Budget tracking & tasks Email Outreach 20 minutes – Drafts, scheduling, analytics Financial Hub 15 minutes – Expense tracking & budgets Analytics & Reports 10 minutes – 9 comprehensive reports

1. INITIAL SETUP & CONFIGURATION ~5 minutes

SCENARIO: You just installed Artalyx and need to set up your label

Step 1: Activate the Plugin

Go to WordPress Admin → Plugins

Find “Artalyx” in the list and click “Activate”

Verify new Artalyx menu item appears in sidebar

Step 2: Enter Your License Key

Navigate to Artalyx → Settings → License Tab

Paste your license key in the field

Click “Activate License” and verify success message

Confirm your tier displays (Free, Starter, Pro, Business, or Enterprise)

Step 3: Choose Your Operating Mode

Go to Artalyx → Settings → General Tab

Select: Label Mode (full label), Promotions Mode (PR only), or Full Mode (everything)

Click “Save Changes” and verify menu adjusts to your mode

Operating Modes Explained:

Label Mode: Full record label operations (releases, royalties, manufacturing, contracts)
Promotions Mode: PR/promotional services only (campaigns, contacts, email, press)
Full Mode: Everything (for labels that also offer promotional services)

Step 4: Configure Basic Branding

In Settings → General tab, enter Label/Company Name

Upload company logo

Enter Website URL and Contact Email

Click “Save Changes”

Step 5: Set Up Email Sending (CRITICAL)

Choose One Method:

Method 1: Gmail OAuth (RECOMMENDED) ⭐

Go to Settings → Google Services Tab

Enter OAuth Client ID and Client Secret from Google Cloud Console

Click “Authorize with Google” and grant permissions

Configure Gmail From Email and From Name

Click “Send Test Email via Gmail API” and verify you receive it

🎉 NEW in v14.2.6: OAuth Auto-Refresh!
Your Gmail tokens now automatically refresh every 3 days. No more 7-day expiration issues! Scheduled emails will always work.

Method 2: SMTP (Alternative)

Go to Settings → SMTP Tab

Enter SMTP Host, Port, Username, Password, and Encryption type

Set From Email and From Name

Click “Send Test Email” and verify you receive it

Email Configuration Screenshots

SMTP Tab (top row) and Google Services Tab (bottom row) – Click to enlarge

Step 6: Connect Google Calendar (OPTIONAL)

In Settings → Google Services tab, enter Calendar ID

OAuth authorization (from Step 5) enables both Gmail AND Calendar

Verify calendar connection status shows “Authorized”

Step 7: Enable Workflow Automation (OPTIONAL)

Go to Settings → Automation tab

Enable: Auto-create campaign tasks, Auto-notifications, Deadline reminders

Save changes

Setup Complete! You now have:

✓ License activated
✓ Operating mode configured
✓ Email system working and TESTED
✓ OAuth auto-refresh enabled (Gmail OAuth only)
✓ Ready to add your first artist

Ready to Start Using Artalyx?

Get instant access and start managing your music business like a pro.

Start Your Free Trial →

2. DASHBOARD OVERVIEW ~2 minutes

Your Dashboard shows:

At-a-Glance Metrics:

Explore total artists in roster count

Review active campaigns counter

Check upcoming releases (next 30 days)

Review overdue tasks alerts

Check monthly email usage vs limit

Quick Actions:

Test “Add New Artist” quick action button

Explore other quick action buttons (Release, Campaign, Email, Task)

Activity Feed & Deadlines:

Review recent activity feed (last 20 activities)

Check upcoming deadlines panel

3. ARTIST MANAGEMENT ~10 minutes

SCENARIO: Signing a new artist “Shadow Dance” (goth rock band)

Step 1: Create Artist Record

Navigate to Label Operations Hub → Artists

Click “Add New”

Enter artist name in title field

Click “Publish” to create record

Step 2: Add Basic Information

Write artist bio in main editor

Add press information

Set Status in sidebar (Signed, Active, Prospecting, etc.)

Select or add Genre (130+ pre-loaded options)

Add Origin location and Formed date

Step 3: Add Contact Information

Scroll to “Contact Information” metabox

Enter artist email and phone

Add manager name, email, and phone

Step 4: Add Social Media Links

Find “Social Media & Streaming” metabox

Add website, Instagram, Facebook, Twitter URLs

Add Spotify, Apple Music, Bandcamp, YouTube links

Step 5: Upload Artist Photo

In sidebar, click “Set featured image”

Upload artist promo photo and set as featured image

Step 6: Add Band Members

Scroll to “Band Members” metabox

Click “Add Member” for each band member with name and role

Step 7: Add Press Quotes

Find “Press & Media” metabox

Click “Add Quote” and enter quote, source, and date

Step 8: Set Royalty Split (Label Mode)

Scroll to “Royalty Information” metabox

Enter Label Split % and Artist Split %

Add Recoupable Expenses amount (production costs to recoup)

Step 9: Upload Contract

Find “File Attachments” metabox

Upload contract PDF with file name and category

Step 10: Add Internal Notes & Assign Team

Add internal notes (visible to team only)

Assign team members (A&R, Marketing, Finance) from dropdowns

Click “Update” to save all changes

Artist Created! You can now:

Link releases to this artist
Create campaigns for this artist
Track royalties for this artist
Grant artist Client Portal access

Managing Multiple Artists?

Artalyx scales with your roster. Import from CSV, assign teams, track royalties.

See All Features →

4. RELEASE MANAGEMENT ~15 minutes

SCENARIO: Shadow Dance is releasing their debut album “Eternal Night”

Complete release management with tracklist, ISRC codes, distribution channels, manufacturing orders, and more.

Key Features Covered: Tracklist with ISRCs, Multiple formats (Digital/CD/Vinyl/Cassette), Distribution tracking, Manufacturing orders, Credits & splits, Streaming links, Pricing, Territories

Essential Steps:

Create release record and link to artist

Set release date, catalog number, and type (Album/EP/Single)

Add UPC/EAN barcode and label code

Select all formats (Digital, CD, Vinyl, Cassette)

Add complete tracklist with titles, durations, and ISRC codes

Add streaming platform links (Spotify, Apple Music, Bandcamp, etc.)

Add credits and splits for producers, engineers, songwriters

Track manufacturing orders for physical formats

Upload album artwork and press materials

Set pricing for digital and physical formats

5. CAMPAIGN SYSTEM ~20 minutes

SCENARIO: Creating promotional campaign for “Eternal Night” album

Campaign Setup Steps:

Create campaign and link to release and artist

Set campaign type, start date, and end date

Allocate budget by category (Marketing, Press/PR, Distribution, Production)

Create tasks for campaign timeline (or auto-create with automation)

Log expenses as they occur with receipts

Track coverage results (reviews, features, playlist adds)

Monitor campaign progress and ROI in real-time

See Artalyx in Action

Over 20 modules working together seamlessly. No more spreadsheets and chaos.

Get Started Today →

6. INDUSTRY CONTACTS DATABASE ~10 minutes

Add contacts manually with full details (email, outlet, type, genre, etc.)

Import contacts from CSV with column mapping

Organize by type (Blogs, Podcasts, Playlists, Radio, Influencers, etc.)

Filter and create custom contact lists

Track engagement history and email analytics per contact

7. EMAIL SYSTEM & ADVANCED FEATURES ~20 minutes

🎉 NEW in v14.2.6: Complete Email Suite!

Email Drafts – Save and finish later
Scheduled Emails – Send at optimal times
Email Stats – Comprehensive analytics
OAuth Auto-Refresh – Never re-auth again!

Email Templates & Mass Sending

Create reusable email templates with merge fields

Send individual emails from contact records

Use Email Center to send mass emails with filtering

Email Drafts (NEW)

Navigate to Communications Hub → Email Drafts

Create new draft email with subject, recipients, and content

Save draft and return later to finish and send

Verify attachments and recipients are preserved

Scheduled Emails (NEW)

Navigate to Communications Hub → Scheduled Emails

Create email and select future send date/time

View all scheduled emails in queue

Edit or cancel scheduled email before send time

Verify scheduled email sends automatically at specified time

Email Stats & Analytics (NEW)

Navigate to Communications Hub → Email Stats

View overall email performance (open rates, click rates)

Check per-contact engagement history

Track bounce rates and unsubscribes

Link emails to campaigns for comprehensive tracking

Export email stats to CSV for analysis

Pro Tip: Use Email Drafts to prepare multiple pitches ahead of time, then use Scheduled Emails to send them at optimal times based on your contacts’ time zones!

8. NEWSLETTER SYSTEM ~12 minutes

Add newsletter subscription forms to website via shortcode

Manage subscribers (add, import, export, filter)

Create newsletter using 3 professional templates (Tour, Release, General)

Send test email before mass sending

Send to all subscribers with automatic unsubscribe links

Note: Newsletter customization currently requires basic HTML knowledge. A drag-and-drop visual newsletter builder is planned for a future version.

9. MEDIA PITCHES ~10 minutes

Create media pitch and link to release/artist/campaign

Select recipients from contact database

Track responses (positive, negative, no response)

Schedule follow-ups for non-responders

Log coverage results when reviews/features publish

10. PRESS RELEASES & TEMPLATES ~12 minutes

🎉 NEW in v14.2.6: Six Professional Press Release Templates!
Auto-populated with your artist and release data for instant professional press releases.

Press Release Templates (NEW)

Navigate to Marketing Hub → Press Releases

Choose from 6 templates: Album/EP Announcement

Try Single Release template

Test Artist Signing template

Explore Tour Announcement template

Check Music Video Release template

Try Album Premiere template

Verify templates auto-populate with artist/release data

Customize template with specific details and quotes

Export as PDF, Word Doc, or plain text

Distribute via Email Center or PR distribution service

Track coverage pickup and reach

Template Merge Fields: Templates automatically insert artist name, bio, release title, release date, genre, catalog number, label name, social links, and more from your existing data!

Professional Label Management

Everything you need to run a record label or promotion company in one platform.

Explore All Features →

11. ROYALTY TRACKING ~12 minutes

Label Mode Only: Royalty tracking is available in Label Mode or Full Mode.

Record revenue by platform (Spotify, Apple Music, Bandcamp, physical sales)

Apply label/artist revenue splits automatically

Track recoupable expenses and recoupment progress

Generate professional royalty statements (PDF)

Record payments to artists with transaction IDs

Artists can view royalties in Client Portal

12. FINANCIAL HUB & EXPENSE TRACKING ~15 minutes

🎉 NEW in v14.2.6: Complete Financial Management!

Financial Hub – Centralized money dashboard
Expense Tracking – One-time & recurring
Expense → Task – Auto payment reminders
Budget Reports – Track spending vs budget

Financial Hub Overview

Navigate to Financial Hub from main menu

Review financial dashboard with expense summary

Check budget overview across all campaigns

Expense Tracking (NEW)

Click “Add Expense” to create new expense record

Enter expense details (amount, date, vendor)

Select category (Software, Manufacturing, Marketing, Distribution, Studio, Admin, Other)

Choose payment method (Credit Card, PayPal, Bank Transfer, Cash, etc.)

Link expense to campaign for budget tracking

Upload receipt or invoice attachment

Recurring Expenses (NEW)

Enable “Recurring Expense” option

Select frequency (Weekly, Monthly, Quarterly, Yearly)

Set start date and optional end date

View projected future expenses in financial reports

Expense → Task Creation (NEW)

Enable “Create Payment Reminder Task” when adding expense

Set reminder date (e.g., 3 days before due date)

Assign task to team member

Verify task appears in calendar and task list

Test task sync to Google Calendar (if configured)

Financial Reporting

Filter expenses by date range, category, campaign

View budget vs actual spending per campaign

Export expense report to CSV for accounting software

Pro Tip: Set up recurring expenses for software subscriptions, manufacturing monthly retainers, and studio costs. Enable automatic payment reminder tasks so you never miss an invoice deadline!

13. COMMUNICATIONS HUB ~5 minutes

View complete communications history (all emails, pitches, calls, meetings)

Filter by type, date, campaign, contact, or status

Log manual communications (phone calls, meetings, DMs)

Export communications log to CSV

View analytics (open rates, click rates, reply rates)

14. MARKETING HUB ~15 minutes

The Marketing Hub contains all promotional tools beyond email:

Review Requests

Create review request campaigns and track request status

Influencer Tracking

Add influencers with follower counts and engagement rates

Social Media Analytics

Record monthly analytics by platform (followers, engagement, reach)

Competitor Tracking

Monitor competitor activity and strategies

Milestones

Log achievements (follower milestones, sales goals, airplay, etc.)

Podcast Pitching

Track podcast submissions, confirmations, and episode releases

Playlist Tracking

Submit to playlists and track adds with follower counts

EPK Generation

Create electronic press kits as PDF or web page

Social Post Planning

Plan social media posts across platforms with scheduling

15. LABEL OPERATIONS HUB ~12 minutes

Label Mode Only: Available in Label Mode or Full Mode.

A&R Pipeline (Prospects)

Add prospective artists with submission details

Move prospects through pipeline stages (Submitted → Review → Meeting → Negotiation → Signed)

Convert signed prospects to full artist records

Contract Management

Create contract records with terms and deal points

Upload signed contracts and amendments

Set renewal reminders and track deliverables

Manufacturing

Create manufacturing orders for vinyl, CD, cassette, merch

Track production milestones and delivery dates

Log costs and payments for accounting

16. LIVE EVENTS HUB ~10 minutes

Label Mode Only: Available in Label Mode or Full Mode.

Venue Database

Add venues with capacity, booking contacts, technical specs

Tag venues by city, capacity, genre-friendly for tour routing

Tour Management

Create tour with dates, venues, and artist lineup

Add show details (guarantees, door splits, ticket prices)

Track ticket sales per show

Calculate show-by-show P&L (revenue vs expenses)

Track tour expenses (transport, hotels, per diem, production)

Generate complete tour financial report

Complete Business Intelligence

From A&R to tour accounting – every aspect of your music business in one dashboard.

Start Free Trial →

17. TASK MANAGEMENT & ADVANCED FEATURES ~12 minutes

🎉 NEW in v14.2.6: Advanced Task Features!

Recurring Tasks – Auto-repeat daily/weekly/monthly/yearly
Bulk Edit – Update multiple tasks at once

Basic Task Management

Create tasks with title, description, due date, and priority

Assign tasks to team members

Add subtasks for complex multi-step tasks

Link tasks to campaigns, artists, or releases

Recurring Tasks (NEW)

Create task and enable “Recurring Task” option

Select recurrence pattern: Daily, Weekly, Bi-weekly, Monthly, or Yearly

For Weekly: Choose day of week (e.g., “Every Monday”)

For Monthly: Set to repeat on same date (e.g., “15th of every month”)

Mark recurring task as complete and verify next occurrence is auto-created

Bulk Edit Tasks (NEW)

Navigate to Tasks list and select multiple tasks using checkboxes

Click “Bulk Edit” button

Update status for all selected tasks at once

Change assignee for multiple tasks simultaneously

Modify due dates or priority for bulk selection

Verify all selected tasks are updated

Task Features

Sync tasks to Google Calendar (if connected)

Filter tasks by assignee, status, priority, or campaign

View team productivity reports

Recurring Task Examples:

Weekly social media posts (every Friday)
Monthly royalty statement generation (1st of month)
Quarterly financial reviews (every 3 months)
Yearly contract renewal checks (specific date)

18. CALENDAR INTEGRATION ~5 minutes

View unified calendar with all events (releases, tours, tasks, meetings)

Switch between month, week, day, and list views

Add manual events (meetings, deadlines, reminders)

Sync with Google Calendar (two-way sync)

Export calendar to .ics file for other apps

19. REPORTS & ANALYTICS ~10 minutes

9 Comprehensive Reports:

1. Campaign Performance

View budget analysis, task completion, email metrics, coverage, and ROI

2. Release Timeline

See upcoming releases with countdown and status

3. Financial Summary

Revenue and expenses by category, release, and artist

4. Royalty Statements

Artist payments, recoupment status, payment history

5. Artist Roster

Complete roster with performance metrics

6. A&R Pipeline

Prospect stages, conversion rates, success metrics

7. Press/Media Coverage

Total coverage, reach, sentiment by outlet type

8. Task Productivity

Team performance, completion rates, bottlenecks

9. Radio Airplay

Station tracking, spin counts, chart performance

20. IMPORT/EXPORT ~8 minutes

Importing Data

Download CSV templates for contacts, artists, releases

Prepare data in Excel or Google Sheets

Upload CSV and map columns to Artalyx fields

Preview import, fix errors, and complete import

Exporting Data

Export contact database to CSV

Export reports to CSV for analysis

Backup & Restore

Create full plugin backup (JSON file with all data)

Restore from backup if needed

21. USER ROLES & CLIENT PORTAL ~10 minutes

6 Specialized User Roles:

Understand Administrator role (full access)

Add Staff members (day-to-day operations)

Set up Finance role (financial data access only)

Create Artist accounts for Client Portal access

Add Freelancers with time-limited access

Configure Promotions role (marketing focused, no financials)

Client Portal for Artists:

Create artist user account and link to artist record

Artists can view their releases, royalties, contracts, and messages

Artists can download statements and access promotional materials

22. ADVANCED FEATURES ~8 minutes

Explore Advanced Capabilities:

Add custom genres and tags to taxonomies

Attach files to any record (contracts, artwork, documents)

Use global search to find anything across all modules

Verify email tracking works (opens and clicks)

Perform bulk actions on multiple records

Create advanced filters and save custom views

Set up automation workflows (if enabled)

Configure multi-label support (if running multiple labels)

You Have Mastered Artalyx v14.2.6!

Ready to transform your music business? Start your free trial today.

Get Started Now →

CONGRATULATIONS!

You Now Have Complete Knowledge Of:

✓ Initial Setup – Configuration, email, calendar, OAuth auto-refresh
✓ Artists – Complete roster management
✓ Releases – Catalog tracking with all details
✓ Campaigns – Budget tracking, tasks, coverage
✓ Contacts – Industry database management
✓ Email System – Templates, drafts, scheduling, analytics (NEW)
✓ Newsletter – Fan list building and sending
✓ Media Pitches – Press outreach tracking
✓ Press Releases – 6 professional templates (NEW)
✓ Royalties – Artist payments and recoupment
✓ Financial Hub – Expense tracking, budgets, payment reminders (NEW)
✓ Communications – Complete history tracking
✓ Marketing Hub – All promotional tools
✓ Label Operations – A&R, contracts, manufacturing
✓ Live Events – Venues and tour management
✓ Tasks – Recurring tasks, bulk edit (NEW)
✓ Calendar – Google integration
✓ Reports – 9 comprehensive analytics reports
✓ Import/Export – Data management
✓ User Roles – Team permissions and client portal
✓ Advanced Features – Automation, API, and more

GETTING HELP:

Quick Start Guide: In Artalyx menu (fully updated for v14.2.6)
User Manual: In Artalyx menu (completely updated)
This Walkthrough: Bookmark this page
Video Tutorials: Coming soon

READY TO BUILD YOUR EMPIRE? 🎸🖤📀

Start Your Free Trial →