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.

Getting started on beehiiv

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
• beehiiv AUP and TOS: Key beehiiv policies and agreements
• Contact support: Ways to contact beehiiv support
• Join the hiiv on Slack: Getting started with the hiiv community

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Billing and plan options

• Free trial info: What's included in the beehiiv Scale and Max 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

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Using Stripe on beehiiv

Note: 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: Using Stripe with beehiiv: Account types explained
• 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: Setting up a Stripe account for paid subscriptions and digital products

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Logging out of your beehiiv account

When you're ready to log out of your current beehiiv session, you can do so by clicking on your profile icon in the upper right corner of your beehiiv account, then select Logout from the dropdown options.

Setting up your workspace, account, and publication
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
• Profile picture: How to add or update your beehiiv profile picture
To access your notification settings: Click your profile icon in the upper right corner of your beehiiv account > Notification Preferences.
• Notifications: How to manage your notifications from beehiiv
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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
• 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
• Learn about branded links: How to use a branded link for your publication
• Access your DNS: How to view and save your custom domain DNS records
• Set up DMARC: Setting up DMARC for a custom domain: How to create a record and authenticate
• Custom domain configuration: How to use a custom domain for your publication
• Get your questions answered: Custom domains and branded links FAQ
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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
Accessing your account dashboard
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
Options in the Publish section
Newsletter
The Newsletter section is your home for creating, managing, and sending newsletter posts. It also includes your post templates, guest authors, content tags, and reports.
To access Newsletter: From the left panel dashboard, click Newsletter.
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 by clicking on + New in the left panel. Or select an existing post or template to edit on your Posts page.
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.
Post creation articles
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.
• Write, style, and edit your post: Options on the Compose page: Drafting your post content
• Customize your post audience: Options on the Audience page of the post flow
• Adjust your email sending details: Options on the Email page of the post flow
• Edit your web post settings: Options on the Web page of the post flow
• Review and publish your post: Options on the Review page of the post flow
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
• 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
• Style the email version of your post: Post customization options in the Style panel
Paid accounts also have access to these Premium 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
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Newsletter reports
The Posts report and Clicks report live under Newsletter in the left panel. You can also access your post analytics by clicking on any published post.
To access the Posts or Clicks reports: From the left panel dashboard, go to Newsletter, then select the report.
• Posts report: Understanding your Posts Report
• Clicks report: Understanding your Clicks Report
To access the Posts analytics dashboard: From the left panel dashboard, go to Newsletter > Posts, then click the name of any published post.
• Post analytics dashboard: Post analytics dashboard walkthrough
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Website
The Website section is where you build and manage your publication's website. On July 15, 2025, we launched a brand new Website Builder that is now available to all plans. The new builder includes modern templates, enhanced design flexibility, and an intuitive drag-and-drop editor, making it easier than ever to build a beautiful, high-performing website directly within beehiiv.
While the Legacy Website Builder is still accessible for publications created before July 15, 2025, the New Website Builder is now the default experience for all publications created after this date.
To help you get the right guidance for your site, we've organized two sets of help articles: one for the New Website Builder, and one for the legacy version.
Pro Tip: Not sure what website builder version you are on? Check out our guide, How to tell which Website Builder version you're using on beehiiv.
To access the New Website Builder: From the left panel dashboard, go to Website > Builder.
Getting started with the Website Builder articles
• Choose a site template and start the onboarding flow: Getting started with templates in the Website Builder
• Get familiar with the Website Builder features: How to use the Website Builder
• Learn how to edit your layout, branding, pages, and more: Customizing your site in the Website Builder
• Try out placeholder data to visualize your design: Swapping website placeholder data for your own content
• Learn about layers and how they work: How layers work in the beehiiv Website Builder
• Learn about default and dynamic pages available in your template: Using pages in the Website Builder
• Discover your version history options: How to view and restore your website version history
• Try out AI chat to build your website: Using AI chat to build your website
• Make your website live and accessible to your readers: How to publish your website
Website Builder settings articles
• Manage your site's security settings: Security settings for your website
• Set up your site's SEO: SEO settings for your website
Website Builder analytics articles
• Try our built-in website analytics (in beta): Understanding your website analytics
• Add tracking pixels for external analytics: Setting up tracking pixels for your website
Website Builder features articles
• Connect different subscribe forms to your site: How to add subscribe forms to your website
• Include unique signup flows for your subscribe forms: Adding signup flows to your website subscribe forms
• Feature an external podcast feed on your site: How to feature a podcast feed on your site
• Feature newsletter authors on your website: Featuring authors on your website
• Use content tags on your pages: Using content tags on your website
• Embed YouTube videos or feeds on your site: How to embed YouTube videos on your website
• Highlight paid subscription options: Featuring subscription upgrades and pricing on your site
• Customize your fonts and typography: How to use custom fonts with your website
• Create redirects for your pages: Website redirect options
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Legacy Website Builder
The Legacy Website Builder remains accessible for all publications created before July 15, 2025. However, as beehiiv continues to evolve, features available in the legacy builder may change or be deprecated over time.
To access the Legacy Website Builder: From the left panel dashboard, go to Website > Builder (Legacy).
Legacy Website Builder articles
• Home Page look and layout: Customizing your Home Page for a legacy website
• Additional site pages: Create a Signup Page, or add custom pages
• Signup Flow, notifications, comments pixels, and more: Settings found in the Website Builder
• Tracking Pixels: How to set up tracking pixels on a legacy website
• Security Settings: Publication security settings
• Search Engine Optimization: SEO options for a legacy website
• Email Capture: How to gate content or set up a popup signup form for a legacy website
• Newsletter App: Adding a mobile app for your publication and legacy website
• Custom Navbar: Managing the navbar on a legacy website with static pages
Website migration articles
If you wish to migrate your site from the legacy Website Builder to the new Website Builder, we've compiled guides to help smooth your transition.
• Migrate your site (basics): How to migrate your legacy website to the new builder (Part 1)
• Migrate your site (custom pages and posts): Migrating your legacy website to the new builder (Part 2): Adding custom pages and featuring posts
• Transition your URLs: How to make your URLs match the URLs on your legacy site
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Podcasts
Podcasts is available in the left panel, letting you create and distribute podcast episodes directly from your beehiiv account alongside your newsletter content.
To access Podcasts: From the left panel dashboard, click Podcasts.
• Learn about Podcasts: Creating a podcast on beehiiv
• Import an existing podcast: Importing your podcast to beehiiv
• Feature an external podcast on your website: How to feature a podcast feed on your site
Options in the Audience section
Subscribers
The Subscribers section offers in-depth insights into your subscribers, empowering you to cultivate a highly engaged and loyal audience.
To access the Subscribers section: From the left panel dashboard, click Subscribers.
• 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
• Magic Links: How to use magic links for cross newsletter promotions
• Subscriber profile: Key features of the subscriber profile dashboard
• Subscribers report: Understanding your Subscribers Report
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Magic Links
Magic Links allow people to auto-subscribe to your publication from other newsletter platforms, initiating the signup process immediately upon clicking without directing them to your website.
To access your custom magic links: From the left panel dashboard, go to Subscribers > Magic links.
• Learn about Magic Links: How to use magic links for cross newsletter promotions
• Troubleshooting: Reasons magic links may not work
Pro Tip: Magic Links are designed for email platforms and do not work on website browsers.
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Automations
Automations allow you to build automated journey sequences that trigger based on subscriber actions or conditions — like welcoming a new subscriber or re-engaging inactive readers.
To access automations: From the left panel dashboard, click Automations.
• Getting started with automations: Automations overview: Triggers, actions, and builder features
• Create your first automations: How to create automation workflows for your subscribers
Options in the Monetize section
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 Monetize section: From the left panel dashboard, click one of the options under 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 subscription tiers
• Monetize Boosts: Monetizing your newsletter with beehiiv Boosts
• Partner Program: Getting started with the beehiiv Partner Program
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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
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Monetize dashboards
• Monetize Boosts dashboard: Monetize Boosts dashboard overview
• beehiiv Wallet dashboard: Understanding your beehiiv Wallet dashboard
Options in the Grow section
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 one of the options under Grow.
Articles about growth
• Referral Program: Referral Program: Getting set up, sharing, and monitoring
• Recommendations: Setting up and using beehiiv recommendations
• Grow Boosts: Growing your audience with beehiiv Boosts
• Frequently asked questions about Boosts: FAQs about Grow and Monetize Boosts
• Grow Boosts dashboard: Grow Boosts dashboard overview
Learn more with additional resources
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
• beehiiv Experts: Learn from experts in the field to build, scale, and monetize your newsletter