Adding signup flows to your website subscribe forms

Every beehiiv publication can create custom signup flows that guide new subscribers through a series of steps after they click to subscribe. You can assign a unique signup flow to any subscribe form on your beehiiv website, giving you full control over the experience readers have when joining your newsletter.

Each signup flow can include multiple steps, with flexible options for the type of content or destination shown at each stage, including modals, internal pages, and redirecting to external URLs.

In this article, we'll walk through the different step types available in the signup flow editor, how to create a flow in your account, and how to assign it to a subscribe form on your site.

You can build a signup flow using any combination of the following step types. Each step shapes the experience subscribers have as they complete the signup process.

• Open Modal: Display a login, sign-up, or recommendations modal to new subscribers. 
• Redirect to Page – Dynamic Pages: Send subscribers to a dynamic page on your beehiiv website, such as a survey. 
• Redirect to Page – Custom Pages: Send subscribers to a custom page you've created in the Website Builder.
• Redirect to URL: Enter an external URL to send subscribers to. (External URLs can only be used as the final step in a signup flow.)

1. Open the Website Builder, from the left panel go to Website > Builder.
   
   
   
2. In the Website Builder, click Settings in the left-hand panel, then open the Signup flows dropdown. Any existing signup flows will be listed. Click All signup flow settings.
   
   
   
3. On the Signup flows page, click the + Add signup flow button.
   
   
   
4. In the signup flow editor, you'll see your flow already includes a starting trigger: Signed up. This means the flow will activate whenever someone subscribes to your publication. Click + Add step below the trigger. 
   
   
   
5. A menu will appear with the following action types to choose from: Open Modal, Redirect to Page, Redirect to URL, or Redirect to Upgrade page (only available if you have paid subscriptions and an Upgrade page enabled on your site).
   
   
   
6. Select an action type and configure the step.
   
   For Open Modal: Click Select modal. 
   
   
   
   
   Choose from: Login modal, Signup modal, or Show recommendations modal. Click Select modal to confirm. 
   
   
   
   
   For Redirect to Page: Click Select page.
   
   
   
    
   Choose a page type then click Select page:

• Custom page: A fully custom page you created from scratch.
• Default page: A core page included with your template (e.g., Homepage, Subscribe, Tags).
• Dynamic page: A page that updates automatically based on your content (e.g., an author page or survey page).
  
  
  
   
  If you select a survey page from the dynamic page options, use the Survey form dropdown on the right to choose the specific survey to display. Only surveys you’ve already created will appear as options. 
  
  
  
  
  For Redirect to URL: Click Set a link. 
  
  
  
  
  Enter the full external URL (including https://) on the right. This will be the final step in the flow.
  
  
  
  
  For Redirect to Upgrade page: Once selected, the Upgrade page is added automatically. No further configuration is needed for this step.
  
  
  

7. Click the + icon beneath each step to continue adding steps until your flow is complete.
    
8. Review the optional settings available in the editor:

• On finish, redirect back to starting page toggle: When enabled, subscribers are returned to the page they originally subscribed from once they reach the end of the flow.

• Set as default: Applies the signup flow to all subscribe forms across your site. Any new subscribe form you add will automatically use this flow unless you manually assign a different one. This option is available in the right side panel, unless you are interacting with elements in your flow. 
  
  
  
• Show site navigation: Controls whether your site's navbar and footer are visible on pages displayed during the signup flow. This option is available in the right side panel, unless you are interacting with certain elements in your flow.
  
  
  

9. To rename your flow, click on the edit icon next to the name at the top. 
   
   
   
10. To remove a step, click the trashcan icon on the step. 
    
    
    
    
    Then, confirm by clicking Delete in the popup.
    
    
    
     
11. When your flow is ready, click Save in the top right corner
    
    
    

Each subscribe form on your website must have a signup flow assigned to guide subscribers through the appropriate steps. Your default signup flow will automatically apply to all subscribe forms unless you manually assign a different one to a specific form.

1. In the Website Builder, navigate to the page containing the subscribe form you want to update, then click on the form to select it.
   
   
   
2. In the left panel, confirm you're editing the Subscribe Form container, then locate the Signup Flow field in the right panel.
   
   
   
3. Click the dropdown to select an existing signup flow, or click Create a signup flow to build a new one.
   
   
   
4. After assigning your desired flow, be sure to publish your page to make the changes live.