Getting Started

Haulix is a month to month subscription web service used by artists and publicists to securely share new and unreleased music with people. The three main things you will do with our system, are (1) import your industry contacts, (2) upload your tracks and (3) send email invitations.

Haulix - Getting Started

This guide will walk you through the main screens in Haulix. If you have any questions or would like someone from our team to walk you through a screen, contact us at help@haulix.com.


Dashboard - Latest Activities

The dashboard screen shows a snapshot of everything happening with your Haulix account. Your latest activities is a feed that updates in realtime detailing promo creation and deletion, sent email invitations, songs played and album downloads.

Dashboard - Latest Activities
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Dashboard - Promo Consumption

The bottom half of the dashboard screen is dedicated to promo consumption statistics. Graphs show promo streams, track downloads, full album downloads and bandwidth usage per each promo. If you enabled feedback and ratings, you can access that data by clicking the callout or star icons next to the cover art. You can optionally organize your list of promos in groups as well.

Dashboard - Promo Consumption
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Dashboard - Storage and Bandwidth Usage

Our various plans differ by the amount of storage and bandwidth you get to use each month. You can always check your current usage by looking at the graphs in the upper right corner of your dashboard. Storage is a measurement of your uploaded MP3 files, PDF docs and images. Bandwidth is a measurement of the streaming and downloading actions performed by your promo recipients. Bandwidth resets each month while storage carries over.

Dashboard - Storage and Bandwidth Usage
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Adding and Editing Contacts

Your contacts are your promo recipients. You build your contact list by importing a .CSV file, adding people one at a time or generating a registration form and allowing people to opt in themselves. While on the contacts screen, click the "Add Contact" button on the left side and complete the form on the right side to add a person. To import, click the "Import Contacts" button on the right side.

To edit a contact, select the person in the middle column. Update their details in the right side form and click "Save".

Adding Contacts

When creating your .CSV import file, the header row is required and the column titles have to be spelled properly.

Importing Contacts
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Contact Registration Form

To generate a registration form that you can send to prospective contacts, click the "Registration Form" button on the right side of your contacts screen. Turn the feature on by checking the checkbox in the middle of the screen, "I want to allow Media Contacts to register". Make sure to turn this feature off when you don't want any new registrations.

Haulix will generate a link to your generated registration form. Copy the link from the vanilla colored box and send to prospective contacts. If you want new registrations to go directly into a contact group, check the box next to the group and grab its respective URL from the bottom vanilla colored box.

Contact Registration Form Setup

When a contact registers, you will see a new entry in your dashboard's latest activities. Here is an example registration form:

Contact Registration Form
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Creating and Editing Contact Groups

Contact groups are containers used to organize contacts. If you delete a group, it won't delete the contacts in the group. To create a group, click the "Add Group" button in your contacts screen. Give the group a name and click "Save". To edit a group's name, select the group in the left column, update its name in the right side form and click "Save".

Creating Contact Group

Your groups are listed in the left column of your contacts screen.

Contact Groups
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Adding and Removing Contacts from Groups

To put one or more contacts into a group or remove contacts from a group, select the respective contacts in the middle column of your contacts screen. Then use the "Assign Groups" dropdown list to add or remove those contacts from a group.

Contact Group Assignment
Contact Group Assignment
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Tracking Individual Promo Engagement

To view promo engagement for a specific contact and promo, select the contact in the middle column of your contacts screen. The right side will fill with all live promos that contact has access to. On the right side, click the promo to expand its details. You can see whether the contact viewed the promo, how many times they streamed or downloaded the promo and how many streams or downloads they have remaining. If a contact used up their downloads, you can reset them from this screen.

Contact Promo Engagement
Contact Promo Engagement
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Granting Promo Access (Without Sending an Email Invitation)

For most promos, you will use the Haulix email invitation process to send invitations, which automatically gives those recipients access to the promos you selected.

To give promo access to a specific contact without sending them an email invitation, select the contact in the middle column of your contacts screen. On the right side, click "Promo Permission" and select the promo(s) you want to grant access for. Click "Save". The respective promo(s) will show up in the contact's "My Promos" screen.

Contact Promo Permission
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Creating Promos

A promo is a web page that represents an album. When viewing a promo, a recipient can stream or download the music based on the promo's access settings (you set). Click on "Promos". To create a new promo, click on "New Promo," enter the artist and title and click "Create".

New Promo
New Promo

Optionally upload the album cover art, PDF docs and artist photos. The "Live" and "Expiration" dates are especially important. Even after you have sent your promo invitations out, once the expiration date hits, the promo will be unavailable.

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Custom Promo Designs

On your promos screen, with a promo selected in the left column, click the "Design" button to go into the template design editor screen. From there, select a saved design or create a new one with a selection from the dropdown list in the upper right corner.

Use the color wheel and various selectors to change colors. Optionally upload custom header and background images. Feel free to play around with turning transparency on and off to let certain portions of the background peek through the promo design.

Promo Design - Colors
Promo Design - Background Image
Promo Design - Header Image
Promo Design - Transparent Sections

Use the same template dropdown list for future promos and reuse the same designs. This is useful if you want to put the same logo up top of every promo, for example.

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Previewing Promos

To see how your promo will look to your contacts, select the promo from the left column of the promos screen. Then click the "Preview" button.

Previewing Promos
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Promo Groups

Promo groups are containers used for organizing promos. Your groups will be reflected in your dashboard's promo consumption section too. Deleting a promo group will not delete its promos. Set a promo group to be public and your recipients will see the group in your promo section of their "My Promos" screen. To create a new group, click on "Groups" from your promos screen. Enter a name and click "Create".

Promo Groups

To move promos in and out of groups, drag and drop them in the left column of your promos screen. To change the group order, click the up or down arrow next to a group name.

Promo Groups
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Editing Promos

You can edit a promo's settings and details any time and your changes will be reflected immediately, even if you already sent out email invitations. On your promos screen, select a promo in the left column and click "Edit". Update the details and click "Save".

Editing Promos
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Deleting Promos

To delete a promo, select an album from the left column of your promos screen and click "Delete". Click "Ok" to confirm or "Cancel" to go back without deleting. Deleting a promo will free up storage space. Once a promo is deleted, it's gone forever.

Deleting Promos
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Email Invitations Overview

Sending out email invitations is a quick 4-step process. You select one or more promos, select the recipients, customize the content of the email and send. For every contact you invite, Haulix generates a unique link that when clicked, sends the contact to your promo web page. There is a login process happening behind the scenes and the promo knows who is viewing it. That unique user information is then used when it injects the watermarks (inaudible finger prints) into the streams and downloads.

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Email Invitations - Promo Selection

In the first step, select one or more promos you want included in the email invitation. The artist text next to the cover art for each promo will get linked directly to the promo web page. There will also be a link on the bottom of the email that links to all promos included in the email.

Email Invitations - Promo Selection
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Email Invitations - Contact Selection

In the second step, select one or more recipients to receive the email invitation. Haulix will generate a unique encrypted link per each recipient.

Email Invitations - Contact Selection
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Email Invitations - Content

In the third step, customize the content of the email. Optionally (with one click) include the cover art, an artist photo and a watermark disclaimer. Customize the intro, the description and the footer. Set the reply-to email address. You can save content to reuse in other emails by saving a draft. Use placeholders like [=FirstName] or [=PromoUrl] and Haulix will inject the contact's first name and unique promo link respectively.

Email Invitations - Content
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Email Invitations - Customize Design and Send

On the last step, preview how your email will look. Optionally create a new template design that you can save and reuse on other emails. To create a new design, use the dropdown list in the upper right corner to create a new template, name it. Use the color wheel to change colors of text, borders and the background. Also optionally upload a custom header image.

Once your design is complete, click the "Save and Send" button. Next time you go through the email invitation process, your template will be available in the same dropdown list for easy reuse.

Email Invitations - Design and Send
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Email Invitations - Tracking

Our invitation activity screen lists all email deliveries, opens, bounces and unsubscribes. You can search for an email address, delete bounces and remove contacts who unsubscribed.

Email Invitations - Tracking
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Tools - Quick Emails

Clicking "Tools" and then "Email Contacts," will send you to a text-based email system that can be used to send short quick messages to people in your contact list. Most of the time, you will want to use our more robust email invitation system rather than this quick email tool.

Tools - Quick Emails
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Tools - Watermark Scans

Clicking "Tools" and then "Watermark Scan," will send you to a screen with information on how our watermarks work. A watermark is like an inaudible digital finger print we embed multiple times throughout an MP3 track. When one of your recipients streams or downloads a track, we inject the watermarks every few seconds throughout the tracks. If you later find an album that you suspect was leaked by one of your contacts, we can scan the MP3 file. If our watermarks are there, we can tell you the exact contact who leaked it as well as their geo location.

**Our Rising Star plan does not include watermarking security.

Tools - Watermark Scans
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