ARTALYX COMPLETE WALKTHROUGH

Every Feature, Step-by-Step with Real Scenarios

Updated: July 2026 | Total Time: about 2 hours

Welcome! This comprehensive interactive guide covers every feature in Artalyx with real-world scenarios and step-by-step instructions. Check off each step as you complete it, your progress saves automatically in your browser. Click any image to view full-size.
What Artalyx Includes:
  • Complete campaign and contact management
  • Gmail OAuth integration, no Google Cloud setup required
  • Full royalty statement system with professional printed output
  • Financial Hub with revenue, expense, and merch tracking
  • Newsletter system with subscriber management
  • Clean, card-based hub navigation
  • Automatic Google Calendar sync (one-directional, Artalyx to Google)
  • 13 comprehensive reports
Artalyx Dashboard Overview

1. INITIAL SETUP & CONFIGURATION ~5 minutes

SCENARIO: You just signed up and need to set up your label

Step 1: Configure Basic Branding

Artalyx Settings Page Artalyx Plan Tiers Artalyx Account Features

Step 2: Set Up Email Sending (CRITICAL)

Choose One Method:

Method 1: Gmail OAuth (RECOMMENDED)

Artalyx is Google Verified. You do NOT need to create a Google Cloud project, generate API keys, or enter a Client ID or Client Secret. OAuth credentials are built into the platform.
OAuth Auto-Refresh!
Tokens auto-refresh during normal use. You will not need to re-authorize under normal circumstances. If you ever see "Token Expired" status, use "Clear Tokens & Retry" in Settings, General.

Method 2: SMTP (Alternative)

Email Configuration Screenshots
Gmail OAuth and SMTP are both configured from Settings, General, click to enlarge
SMTP Configuration SMTP Test Email Google OAuth Setup Google Calendar Configuration Gmail API Settings Gmail Test Email

Step 3: Google Calendar is Already Connected

Step 4: Enable Workflow Automation (OPTIONAL)

Setup Complete! You now have:
  • Company identity filled in (prints on royalty statements)
  • Email system working and tested
  • Calendar sync confirmed
  • Ready to add your first artist

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2. DASHBOARD OVERVIEW ~2 minutes

Your Dashboard shows:

At-a-Glance Metrics:

Quick Actions:

Activity Feed & Deadlines:

3. ARTIST MANAGEMENT ~10 minutes

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

Step 1: Create Artist Record

Artist Management Interface

Step 2: Add Basic Information

Step 3: Add Contact Information

Step 4: Add Social Media & Streaming Links

Artist Social Media Section

Step 5: Upload Artist Photo

Step 6: Set Contract Details

Step 7: Upload Contract Files

Step 8: Add Internal Notes & Save

Artist Created! You can now:
  • Link releases to this artist
  • Create campaigns for this artist
  • Generate royalty statements 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"

Release Management Interface
Key Features Covered: Tracklist with ISRCs, multiple formats (Digital/CD/Vinyl/Cassette), distribution tracking, manufacturing orders, credits and splits, streaming links

Essential Steps:

5. CAMPAIGN SYSTEM ~20 minutes

SCENARIO: Creating promotional campaign for "Eternal Night" album

Campaign Budget Tracking

Campaign Setup Steps:

Revenue Entries & Royalties: Every revenue entry you add to a campaign (digital streaming, physical sales, sync fees) can be pulled into a royalty statement later. Always fill in the Item / Track field so artists can see exactly which song or format generated each dollar on their printed statement.

See Artalyx in Action

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

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6. INDUSTRY CONTACTS DATABASE ~10 minutes

Contact Database Interface

7. EMAIL SYSTEM & ADVANCED FEATURES ~20 minutes

Email Templates & Sending

Email Drafts

Scheduled Emails

Email Tracking & Analytics

Pro Tip: Use Email Drafts to prepare multiple pitches ahead of time, then use Scheduled Emails to send them at optimal times. Tuesday through Thursday, 10am to 2pm consistently delivers the highest open rates.

8. PRESS RELEASES & NEWSLETTERS ~15 minutes

SCENARIO: Capturing fan sign-ups from your artist sites and building your first press release with the drag-and-drop builder

Step 1: Set Up SubscriberVault on Your Artist/Label Sites

One key, unlimited sites: The same Artalyx API key works across all your artist and label sites. Each site just needs its own Subscriber List Name so you can tell the audiences apart.

Step 2: Add Industry Contacts to the Newsletter List

Step 3: Build a Press Release or Newsletter with the Block Builder

Real-time canvas: The builder shows real width, background color, fonts, spacing, and full-size images as you edit, not a generic form. Autosave runs every 30 seconds once the record has been saved once, with a timestamp shown next to Preview.

Step 4: Send It

Empty sends are blocked: Sending checks that a Builder-mode press release or newsletter has content in at least one block first, and refuses with a message if it's empty. A half-finished draft can still be saved, just not sent blank.

9. MEDIA PITCHES ~10 minutes

10. PRESS RELEASE TRACKING ~8 minutes

What This Module Does: The Press Releases module is a tracking tool. You write your press release in your preferred tool (Word, Google Docs, etc.), then create a record in Artalyx to log distribution details, track which outlets you sent it to, and record coverage results that come back. It keeps your PR history organized alongside your campaigns.

Creating a Press Release Record

Logging Distribution

Tracking Results

Professional Label Management

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

Explore All Features →

11. ROYALTY STATEMENTS ~15 minutes

Configure Royalty Settings First

Create a Royalty Statement

Printing Statements

Royalty Statements Report

Quarterly Schedule: Q1 statements due April 30 | Q2 due July 31 | Q3 due October 31 | Q4 due January 31
Royalty Statement Interface

12. FINANCIAL HUB & EXPENSE TRACKING ~15 minutes

Financial Hub Overview

Revenue Tracking

Expense Tracking

Recurring Expenses

Expense to Payment Reminder Task

Merch Manager

Financial Reporting

Pro Tip: Set up recurring expenses for software subscriptions, hosting fees, and studio retainers. With payment reminder tasks enabled, you will never miss an invoice deadline.

13. COMMUNICATIONS HUB ~5 minutes

14. MARKETING HUB ~15 minutes

The Marketing Hub contains all promotional tools beyond email:

Review Requests

Influencer Tracking

Social Analytics

Facebook Groups

Competitors

Milestones

Podcast Bookings

Playlist Submissions

EPKs

Social Posts

15. LABEL OPERATIONS HUB ~12 minutes

A&R Pipeline (Prospects)

Contract Management

Manufacturing

Sync Licenses

16. LIVE EVENTS HUB ~10 minutes

Venue Database

Tour Management

Complete Business Intelligence

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

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17. TASK MANAGEMENT ~12 minutes

Basic Task Management

Recurring Tasks

Bulk Edit Tasks

Task Sync

Recurring Task Examples:
  • Weekly social media posts (every Friday)
  • Monthly royalty statement generation (1st of month)
  • Quarterly financial reviews
  • Annual contract renewal checks

18. CALENDAR INTEGRATION ~5 minutes

19. REPORTS & ANALYTICS ~10 minutes

13 Comprehensive Reports:

1. Financial Summary

2. Royalty Statements

3. Revenue Analytics

4. Campaign Performance

5. Artist Roster

6. Catalog Health

7. Release Timeline

8. Press Coverage

9. Radio Airplay

10. Payout History

11. Advances & Recoupment

12. A&R Pipeline

13. Task Productivity

Catalog Health and Advances & Recoupment are audit/ledger views by design and do not export to CSV. Individual royalty statements can be downloaded as a PDF, but reports themselves do not have a PDF option.
Reports Dashboard Campaign Performance Report Financial Summary Report Artist Roster Report

20. IMPORT/EXPORT ~8 minutes

Importing Data

Exporting Data

Sample Data

21. USER ROLES & CLIENT PORTAL ~10 minutes

3 User Roles:

Client Portal (Separate From the 3 Roles Above)

Setting Up Artist Client Portal Access:

Client Portal is included at every tier, including Free. What scales with your plan is capacity (team seats, artists, etc.), not access to this feature.

22. ADVANCED FEATURES ~8 minutes

Explore Advanced Capabilities:

You Have Mastered Artalyx!

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CONGRATULATIONS!

You Now Have Complete Knowledge Of:

  • Initial Setup, branding, email, and Google OAuth
  • Artists, complete roster management with contracts and portal access
  • Releases, catalog tracking with all metadata
  • Campaigns, budget tracking, tasks, and revenue entries
  • Contacts, industry database with filtering and history
  • Email System, templates, drafts, scheduling, and tracking
  • Newsletter System, subscriber management and sending
  • Media Pitches, press outreach tracking
  • Press Release Tracking, distribution logging and coverage results
  • Royalty Statements, fully loaded statements with professional print output
  • Financial Hub, revenue, expenses, merch, and payment reminders
  • Communications Hub, complete email history and tracking
  • Marketing Hub, all promotional tools
  • Label Operations, A&R, contracts, manufacturing, sync licenses
  • Live Events, venues and tour management
  • Tasks, recurring tasks and bulk editing
  • Calendar, automatic Google sync
  • Reports, 13 comprehensive analytics reports
  • Import/Export, data management and sample data
  • User Roles, team permissions and artist client portal
  • Advanced Features, saved filters, global search, automation

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