Updated: 2025-04-17 21:42:54 UTC

Explore beehiiv: Platform walkthrough and resource links

Welcome to beehiiv! In this article, you'll find a broad overview of the beehiiv platform, complete with links to KB articles to help get you started on your journey. Explore the articles below for in-depth guidance and a wealth of knowledge about beehiiv. Simply click on each tab below to reveal the content.

  1. Creating, confirming, and upgrading your account

    Starting out on beehiiv begins with creating your account, beginning your free trial, and learning about your account upgrade options. 

    Creating your account and support options

    • Creating your account: How to create and verify your beehiiv account
    • Resources and assistance: In-app help resources
    • Contact support: Ways to contact beehiiv support
    • Join the hiiv on Slack: Getting started with the hiiv community

    Billing and plan options

    • Free trial info: What’s available during a free trial
    • Upgrade options: Plan types and subscriber plan tier pricing
    • Change your beehiiv plan: How to change your beehiiv plan type and plan tier
    • Update payment or billing info: How to update the payment or billing info in your beehiiv account

    Using Stripe on beehiiv

    beehiiv partners with Stripe for identity verification and as our payment processor. Depending on your monetization and acquisition strategies, you may interact with Stripe in multiple ways on our platform.
    • Learn about Stripe: Types of Stripe accounts used in beehiiv
    • Confirm with Stripe: How to confirm your account with Stripe Identity Verification
    • Set up Stripe for the Boosts Marketplace and Ad Network: How to set up a Stripe Express account for monetization
    • Set up Stripe for paid subscriptions: How to set up a Stripe account for paid subscriptions

  2. Workspace, account, and publication setup

    The Settings section of your account is the go-to place for anything involved with the setup of your workspace account or publications. 

    Account settings articles

    To access your account settings: Click your profile icon in the upper right corner of your beehiiv account > Account Security.

    • Account Email: How to change your beehiiv account email
    • Account Password: How to reset or change your password
    • Add 2FA: How to add two-factor authentication (2FA) to your account

    To access your profile settings: Click your profile icon in the upper right corner of your beehiiv account > Personal Info.

    • Profile Settings: Updating your beehiiv profile

    To access your notification settings: Click your profile icon in the upper right corner of your account > Notification Preferences. 

    • Notifications: How to manage your notifications from beehiiv

    Publication settings articles

    To access your publication settings: Click Settings in the bottom left corner of your account. If you have multiple publications, select the publication you wish to access from the dropdown menu at the top left, then make your settings selection. 

    Basic publication settings

    • Name and URL: Changing the name, email username, or web URL of your publications
    • Logo and thumbnail: How to add a logo or thumbnail to your publication 
    • Opt in options: How to enable double opt in and Smart Nudge
    • Welcome Email: Setting up your welcome email
    • Default Language: Setting a default language for your publication
    • Set up RSS: How to enable and use RSS
    • Set up private publication: How to make your publication private

    Importing and exporting

    • Learn about import limits: Understanding import limits on beehiiv
    • Import Content: How to migrate or import previous content to beehiiv
    • Import free subscribers: How to import free subscribers and map custom fields or tags 
    • Import paid subscribers: How to import paid subscribers
    • Export content and subscriber data: Exporting post content or subscriber data from beehiiv

    Custom domains

    • Learn about custom domains: Understanding domains in beehiiv
    • Learn about beehiiv Smart Warming: Smart Warming and how it applies to you
    • Custom domain configuration: How to use a custom domain for your publication

    Workspace settings articles

    To access your global workspace settings: From the left panel dashboard, go to Settings. Scroll down to Workspace Settings in the left panel and select one of the options.

    • Learn about workspace permissions: Workspace user roles and permissions overview
    • Add team members: How to add teammates to your publication or workspace
    • Add multiple publications: How to add multiple publications to your account
    • Delete a publication: How to delete a publication from beehiiv
    • Access API: How to access your Publication ID or API keys.

  3. Dashboard Resources

    Your beehiiv account dashboard is your home for high level analytics and at-a-glance data right at your fingertips.

    • Dashboard Overview: Overview of your account dashboard

  4. Using the Post Builder

    The Post Builder houses the post editor and all the controls for customizing your newsletter posts.

    To access the Post Builder: Open a new post draft or select an existing post or template to edit. 

    Additionally, anytime you're logged into your account, you can instantly start creating a new post by opening a browser tab and entering beehiiv.new. If you manage multiple publications, the new post draft will automatically open in the publication you've selected.

    The Post Builder contains 5 tabs at the top: Compose, Audience, Email, Web, and Review. It opens on the Compose page by default. The 5 tabs of the post flow are designed to guide you through crafting and publishing a post. Use the Next button to move between pages, or click on any tab to navigate directly to a specific stage.

    Post Builder and editor articles

    • Post Templates: Use one of our Quick Start templates or create a post draft from scratch

    • Authors & Newsletter Bylines: Add guest authors and customize your post byline options

    • Footer: How to customize your newsletter footer

    • Thumbnail: Add a thumbnail to your post

    • Content Tags: Organize your post content with content tags

    • Social Links: How to add or update your post’s social links

    • Comments: Collaborate with your team members and enable user comments

    • Merge Tags: Personalize your newsletter content using your custom fields

    • TOC & Anchor Tags: Include a table of contents and link your content to the headers

    • Audio Options: Offer audio files in your post, or turn the entire post into an audio newsletter

    • Footer: How to customize your newsletter footer

    • Post Creation Flow: How to create and publish a post in the Post Builder

    • Sending Test Emails: Use the Preview option to review the various versions of your post options (when enabled) in the post editor:

      • Advertisements/Ads from the Ad Network
      • AI Image and AI Writer
      • Referral Program
      • Paywall Breaks
      • HTML Snippet (code)
      • Recommendations
      • Boosts
      • RSS

  1. Audience Resources

    The Audience section offers in-depth insights into your subscribers, empowering you to cultivate a highly engaged and loyal audience.

    To access the Audience section: From the left panel dashboard, click Audience.

    Articles about audience functions

    • Polls: How to use beehiiv polls
    • Surveys: How to create and use beehiiv surveys
    • Custom Fields: Using custom fields with your subscribers
    • Segmentation: Creating and using segments in beehiiv
    • Subscribe Forms: Creating and embedding beehiiv subscribe forms

  2. Grow Resources

    The Grow section provides a variety of tools designed to help you expand your audience and increase the reach of your newsletter.

    To access the Grow section: From the left panel dashboard, click Grow.

    Articles about growth

    • Referral Program: Referral Program: Getting set up, sharing, and monitoring
    • Recommendations: Setting up and using beehiiv recommendations 
    • Magic Links: How to use magic links for cross newsletter promotions
    • Grow Boosts: Using Boosts to grow your audience
    • Frequently asked questions about Boosts: FAQs about Grow and Monetize Boosts

  3. Monetize Resources

    The Monetize section offers a suite of options to help you generate revenue from your newsletter, enabling you to get paid for creating and sharing your content.

    To access the Monetization section: From the left panel dashboard, click Monetize.

    Articles to help you monetize

    • beehiiv Wallet: Using the beehiiv Wallet
    • Ad Network: How to get started with the Ad Network
    • Paid Subscriptions: How to set up and use multiple paid subscription tiers
    • Monetize Boosts: Monetizing your newsletter with beehiiv Boosts
    • Partner Program: Getting started with the beehiiv Partner Program

    Frequently asked questions about monetization

    • Frequently asked questions about the Ad Network: Ad Network FAQ
    • Frequently asked questions about Boosts: FAQs about Grow and Monetize Boosts
    • Frequently asked questions about the Partner Program: Partner Program FAQ

  4. Website Builder

    The options found in the Website Builder are your one-stop shop for customizing your site and managing your publication online.

    To access the Website Builder:     From the left panel dashboard, go to Design > Website Builder.

    Website Builder articles

      • Home Page look and layout: How to customize your beehiiv Home Page

      • Additional site pages: Create a Signup Page, or add custom pages 

      • Signup Flow, notifications, comments, SEO, pixels, and more: Settings found in the Website Builder

      • Tracking Pixels: How to set up tracking pixels

      • Security Settings: Publication security settings

      • Search Engine Optimization: SEO options in the Website Builder

      • Email Capture: Gate your content or set up a popup signup form

      • Newsletter App: Offer a mobile app for your publication

      • Custom Navbar: Enhance the top navbar on your site with static pages

    Users on Max and Enterprise plans have access to the Website Beta to create their publication website, featuring upgraded tools, new website templates, and enhanced design flexibility. The articles mentioned above are not relevant to Website Beta users. For guidance, please refer to the Website Beta articles, which are still a work in progress.

  5. Analytics Resources

    beehiiv offers a robust 3D analytics suite to give you a comprehensive overview of your Subscribers, Posts, and Clicks. 

    To access analytics: From the left panel dashboard, click Analyze then select a report. 

    • Subscribers Report: Understanding your Subscribers Report
    • Posts Report: Understanding your Posts Report
    • Clicks Report: Understanding your Clicks Report 

    In addition, you can also find dashboards and reports throughout beehiiv to give you detailed data and charts to inform your newsletter strategies. 

    • Post Dashboard: After sending, view the analytics for each post
    • Monetize Boosts: Monetize Boosts dashboard overview
    • Grow Boosts: Grow Boosts dashboard overview
    • beehiiv Wallet: Understanding your beehiiv Wallet dashboard
    • Subscriber profile: Each subscriber has a profile dashboard

  6. Additional Resources

    beehiiv offers a wealth of resources to support you on your newsletter journey.

    • Knowledge Base: Support articles, how-tos, and troubleshooting (you’re here!) 
    • beehiiv Youtube channel: Tutorials, product updates, and more
    • beehiiv Blog: Tips and tricks to inspire and empower creators
    • Newsletter XP: Learn from experts in the field to build, scale, and monetize your newsletter