Account Settings

Creating & Customizing Posts

Growth & Monetization

Partner Program

Sending & Best Practices

Subscriber Management

How to set up DMARC authentication

How to use a custom domain for your publication

Understanding import limits on beehiiv

Common concerns with importing a CSV file into beehiiv

Creating an embedded subscribe form

Ways to contact beehiiv support

<blockquote data-type="plan-callout-max-ent">paid plans</blockquote>
After publishing a post, sharing it on social media is one of the most effective ways to reach new readers and build excitement around your content. The AI Social Helper makes this process faster and easier by helping you craft platform-ready posts in your brand voice.
With built-in options to adjust the purpose and tone, the AI Social Helper creates optimized social media content tailored to your goals.
<h2 id="h_01JXG1WS1TVBB6E38JWJBS9KJ6">Quick tips to get you started</h2>
<ul>
<li>AI Social Helper is a part of the <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/31813557023255" target="_blank" rel="noopener noreferrer">Review page of the post flow</a> and only becomes accessible once a post is published.</li>
<li>You have 30 AI credits per day, per session to generate posts, giving you ample opportunity to optimize each post to your liking. Each time you click Generate, one credit is used.</li>
<li>To learn how to manage the appearance of your social sharing links, read our <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/12244849554071" target="_blank" rel="noopener noreferrer">guide to updating your post’s social links</a>.</li>
<li>The AI Social Helper is one of several AI tools available throughout beehiiv. Explore more in our <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/15882638374551" target="_blank" rel="noopener noreferrer">article on using AI in the post editor</a>.</li>
<li>Social sharing is only available for the web version of your post. </li>
</ul>
<hr>
<h2 id="h_01JXG1WS1T6N6BJ8HA76S8588A">How to generate social media posts using AI Social Helper </h2>
<ol>
<ol>
<li>
<a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/26311866535575" target="_blank" rel="noopener noreferrer">Create your post</a> in beehiiv. On the <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/31813557023255" target="_blank" rel="noopener noreferrer">Review page of the post flow</a>, when you're ready to send or publish, click Schedule at the bottom. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/32747435867287" width="504" height="415"> 
</li>
<li>
Choose your publishing option. A modal will appear with your scheduling options. Click Publish Now to immediately send your post. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/32747448007575" width="499" height="152"> 
<blockquote data-type="pro-tip">If you schedule a post, you can still access the AI Social Helper after it publishes. Go to the post, open the Edit post dropdown menu, and click Share post. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/32747435870871" width="534" height="289"> 
</blockquote>
</li>
</ol>
</ol>
<ol start="3">
<li>
Access the AI Social Helper. The AI Social Helper modal will appear with a direct link to your post. Click Copy to copy the link to your clipboard and share it anywhere. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/32747435871511" width="376" height="392"> 
</li>
<li>
Select your social platform. Below your post link, you’ll see sharing options for various social platforms. You must be logged into each platform to post directly. Supported platforms include:</li>
</ol>
<ul>
<li style="list-style-type: none;">
<ul>
<li style="list-style-type: none;">
<ul>
<li>Facebook</li>
<li>X (Twitter)</li>
<li>LinkedIn</li>
<li>Threads</li>
<li>Mastedon</li>
<li>Bluesky <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/32747448012695" width="543" height="140"> 
</li>
</ul>
</li>
</ul>
</li>
</ul>
<ol start="5">
<li>
Try the AI Social Helper tool. Click on the Generate social posts button, which will open customization options for creating your post. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/32747448013591" width="538" height="207"> 
</li>
<li>
Customize your social post. You can tailor your generated post by selecting the following options: <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/32747435877015" width="540" height="201">
</li>
</ol>
Purpose: Choose the main goal of your post.
Options include:
<ul>
<li style="list-style-type: none;">
<ul>
<li>Drive Traffic</li>
<li>Repurpose Content</li>
<li>Drive Engagement</li>
<li>Thought Leadership</li>
<li>Personal Branding</li>
<li>Newsletter Promotion </li>
</ul>
</li>
</ul>
Tone: Match the post to your brand’s voice.
Options include:
<ul>
<li style="list-style-type: none;">
<ul>
<li>Professional</li>
<li>Casual</li>
<li>Excited</li>
<li>Informative</li>
<li>Humorous</li>
<li>Inspirational</li>
<li>Educational</li>
<li>Conversational</li>
</ul>
</li>
</ul>
Platform: Select the platform you’re posting to so your post is optimized accordingly.
Supported platforms include:
<ul>
<li style="list-style-type: none;">
<ul>
<li>Facebook</li>
<li>X (Twitter)</li>
<li>LinkedIn</li>
<li>Threads</li>
<li>Mastedon</li>
<li>Bluesky </li>
</ul>
</li>
</ul>
<blockquote data-type="tech-note">Character limits for your posts are determined by the platform you select.</blockquote>
<ol start="7">
<li>
Generate the social post. After you have made your selections, click Generate to create your social post. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/32747435878167" width="549" height="209"> 
</li>
<li>
Adjust and regenerate if needed. If you want a different result, simply tweak your Purpose, Tone, or Platform and click Generate again. You can also manually edit the generated post to further tailor it to your voice or message. 
<blockquote data-type="reminder">You have 30 AI credits per day, per session. Each click on Generate uses one credit.</blockquote>
</li>
<li>
Share your post. Once your social post has been generated, you’ll have two options for sharing:</li>
</ol>
<ul>
<li style="list-style-type: none;">
<ul>
<li>
Post directly on the intended platform: Click the Share on button to share directly to the platform you generated the post for.</li>
<li>
Post manually on a different social media platform: Click Copy to Clipboard to copy and then paste the content into another platform. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/32747448017303" width="472" height="283"> 
</li>
</ul>
</li>
</ul>

How to share a newsletter post to social

Once you’ve started sharing your personal <a href="https://www.beehiiv.com/support/article/13091611134103-how-to-join-the-partner-program-and-get-your-partner-link" target="_blank" rel="noopener noreferrer">Partner Program link</a> and are generating referrals, Lead Vision helps you monitor your referral lead activity and take action to increase conversions.
Located in your <a href="https://app.beehiiv.com/partner_program?tab=vision" target="_blank" rel="noopener noreferrer">Partner dashboard</a>, Lead Vision gives you real-time visibility into who your leads are and where they stand in the signup pipeline. With this insight, you can offer timely communications and encourage your leads to become active beehiiv customers.
In this article, we’ll explain how Lead Vision works and how to read each column in the dashboard, so you can use that information to boost your referral performance.
<hr>
<h2 id="h_01JXBD2SF4F49JQGSGG4F8PCZ9">How Lead Vision works</h2>
Lead Vision is a powerful tool in your <a href="https://app.beehiiv.com/partner_program" target="_blank" rel="noopener noreferrer">Partner dashboard</a> that gives you transparency into your lead pipeline — helping you track progress and improve your referral conversions.
As soon as someone clicks your partner link and creates a beehiiv account, they become a lead. Lead Vision shows you who they are, what plan they’re on, and how much revenue they’ve generated. You can then use this information to better understand what’s working — and where to follow up — so more of your leads become long-term customers.
<hr>
<h2 id="h_01JXBD2SF4WRCW86ETSDBTNCAY">Using your Lead Vision dashboard </h2>
To access Lead Vision, click <a href="https://app.beehiiv.com/partner_program" target="_blank" rel="noopener noreferrer">Share &amp; earn</a> in the top navbar of your account. Then navigate to the tabs below your partner link and click on <a href="https://app.beehiiv.com/partner_program?tab=vision" target="_blank" rel="noopener noreferrer">Vision</a>. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/32701668661271" width="600" height="321">
<blockquote data-type="tech-note">Your Lead Vision dashboard is located in the <a href="https://app.beehiiv.com/partner_program?tab=vision" target="_blank" rel="noopener noreferrer">Vision tab</a> of your Partner dashboard. This area will remain empty until you’ve referred at least one lead through your partner link.</blockquote>
Your Lead Vision dashboard displays a real-time list of your referred leads, with the newest at the top.
<img src="https://beehiivhelp.zendesk.com/hc/article_attachments/32701707548695" width="674" height="265">
Each row includes key information about your leads:
<ul>
<li>
Name: The name of the person who signed up through your link.</li>
<li>
Email: The email address of the referred customer/lead.</li>
<li>
Status: This field displays as Lead until the person becomes a paying beehiiv customer. Once converted, the field will update to reflect their plan type (Scale, Max, or Enterprise), and will also indicate if they’re currently in a trial.</li>
<li>
Became a lead: The date the lead entered the beehiiv system as your referral.</li>
<li>
Converted: The date when the lead subscribed to a paid beehiiv plan.</li>
<li>
Billing: Whether the lead is billed monthly or annually.</li>
<li>
Amount: Shows the gross revenue generated by the customer. Your referral commission is based on this amount.</li>
</ul>
<hr>
<h2 id="h_01JXBD2SF4T4Y7H5T8NY42K85P">How to get the most out of Lead Vision</h2>
Lead Vision isn’t just for tracking — it’s designed to help you be strategic. Here are some best practices:
<ul>
<li>
Track lead progress: Check <a href="https://app.beehiiv.com/partner_program?tab=vision" target="_blank" rel="noopener noreferrer">your dashboard</a> regularly to see how your leads are moving through the funnel, from their first click to conversion.</li>
<li>
Engage trial users: Use the 'Status' column to identify leads in a trial period. This is a perfect opportunity for you to reach out and offer assistance, answer questions, or provide encouragement to help them see the value of beehiiv and convert to a paid plan.</li>
<li>
Focus on what works: Review your highest converting leads and their revenue impact to double down on the channels that deliver the best results.</li>
<li>
Use personalized outreach: Generally, leads shown here haven’t opted into your newsletter, so avoid mass emailing. Instead, reach out individually where appropriate to build trust and offer value.</li>
</ul>

How to use Lead Vision to track and convert your leads

If you no longer wish to use the platform, it’s easy to cancel or delete your beehiiv account.
Since every account includes at least one workspace — where you manage your <a href="https://www.beehiiv.com/support/article/14492955390871" target="_blank" rel="noopener noreferrer">publications</a>, <a href="https://www.beehiiv.com/support/article/9362967481367" target="_blank" rel="noopener noreferrer">team members</a>, billing details, and more — you’ll <a href="https://www.beehiiv.com/support/article/12430837307287" target="_blank" rel="noopener noreferrer">need to delete</a> or <a href="https://www.beehiiv.com/support/article/31434899303447-transferring-ownership-of-a-publication-or-workspace" target="_blank" rel="noopener noreferrer">transfer ownership</a> of all workspaces you own before you can delete your account.
<h2 id="h_01JV3BR55WCF8F3NMFY4263KTR">How to delete your beehiiv account</h2>
<ol>
<li>Click on your profile icon in the top-right corner of your account, then select Account Security from the dropdown. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/32057575172631" width="234" height="360"> 
</li>
<li>If you still own a workspace, you’ll see an Account Profile Deletion prompt explaining that you must first delete or transfer ownership of all workspaces before proceeding.</li>
</ol>
<ul>
<li>Click <a href="https://www.beehiiv.com/support/article/31434899303447-transferring-ownership-of-a-publication-or-workspace" target="_blank" rel="noopener noreferrer">How do I transfer ownership</a> to open the help article.</li>
<li>Or click Take me to my workspace settings to manage your workspace directly and <a href="https://www.beehiiv.com/support/article/12430837307287" target="_blank" rel="noopener noreferrer">follow the steps outlined in this article</a>. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/32057575177111" width="511" height="237"> 
</li>
</ul>
<ol start="3">
<li>Once all workspaces have been deleted or transferred, the Account Profile Deletion prompt will give you the option to click Delete Account. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/32057587396247" width="537" height="193"> 
</li>
<li>A confirmation prompt will appear explaining that deleting your account is permanent and you’ll no longer be able to log in with your current email. To continue, type DELETE into the field and click Continue. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/32057587397655" width="409" height="377"> 
</li>
<li>A final confirmation will appear for you to review. Click Confirm to permanently delete your beehiiv account. <img style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;" src="https://beehiivhelp.zendesk.com/hc/article_attachments/32057575180183" width="425" height="326">
</li>
</ol>

How to cancel or delete your beehiiv account

The Review page is the final step in the Post Builder flow. It’s where you confirm all the choices made throughout your post creation and finalize your send — either by scheduling or publishing your newsletter.
The <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/26311866535575" target="_blank" rel="noopener noreferrer">post flow in beehiiv</a> is organized into 5 tabs at the top of the Post Builder: <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/31326914767639" target="_blank" rel="noopener noreferrer">Compose</a>, <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/13064033042199" target="_blank" rel="noopener noreferrer">Audience</a>, <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/30466984678679" target="_blank" rel="noopener noreferrer">Email</a>, <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/14493017506583" target="_blank" rel="noopener noreferrer">Web</a>, and Review. It’s designed to guide you step-by-step through building and launching a post using the Next button, though you can also click between tabs to jump to any stage of the process.
<hr>
<h2 id="h_01JT78DHXVXV5VAWBF9AGYR9GZ">How to review and publish your post </h2>
<ol>
<li>From your beehiiv account, create a new post draft or select to edit one of your saved posts.</li>
</ol>
<h4 id="h_01JT78DHXV2EEEGRA12B9C1KD3">Access the Post Builder</h4>
<ol start="2">
<li>The Post Builder opens on the <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/31326914767639" target="_blank" rel="noopener noreferrer">Compose page</a> where you can create your post as usual or review your content. When you’re ready, click Next to move to the next stage. 
<blockquote data-type="pro-tip">If you prefer to jump straight to the final review, click the Review tab now and skip to Step 6.</blockquote>
 <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813501245975" width="496" height="71"> 
</li>
<li>On the <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/13064033042199" target="_blank" rel="noopener noreferrer">Audience page</a>, choose who will receive your post for both Email and Web. Once your audience selections are set, click Next. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813501246359" width="498" height="73"> 
</li>
<li>On the <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/30466984678679" target="_blank" rel="noopener noreferrer">Email page</a>, you can fine-tune how your email will appear to subscribers. <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/9479415454615" target="_blank" rel="noopener noreferrer">Customize the subject line with an (optional) A/B test</a>, add preview text, and toggle your social sharing links on or off for the post. After your sending details are to your liking, click Next to proceed. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813501246743" width="553" height="69"> 
</li>
<li>The <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/14493017506583" target="_blank" rel="noopener noreferrer">Web page</a> lets you control how your post appears online. You can optimize SEO, adjust <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/12978517314327" target="_blank" rel="noopener noreferrer">content gate settings</a>, and even <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/25348736350743" target="_blank" rel="noopener noreferrer">create an audio version</a> of your post. Once you’re satisfied with the web details of your post, click Review to move to the final step. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813501246871" width="638" height="55"> 
</li>
</ol>
<h4 id="h_01JT78DHXVV9HX1R07DPV80TZQ">Publisher compliance reminder</h4>
<ol start="6">
<li>Once on the Review page, if your post includes an ad from the <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/17525818225431" target="_blank" rel="noopener noreferrer">Ad Network</a>, you’ll receive a quick reminder to follow beehiiv’s publisher guidelines. These help maintain ad quality and platform trust.</li>
</ol>
<blockquote data-type="note">This reminder only appears if you’re running an ad in your post.</blockquote>
<h4 id="h_01JT78DHXVAXH3WRQWBRCJ9B3V">Review your audience selections</h4>
<ol start="7">
<li>Under Review and Publish, you’ll see a summary of your audience selections. Click the dropdown arrow to expand the section and review your choices. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813501247767" width="480" height="181"> 
<blockquote data-type="tech-note">If you’re only sending via email or only publishing to the web, you’ll only see the <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/13064033042199" target="_blank" rel="noopener noreferrer">relevant audience section here</a>.</blockquote>
</li>
<li>When sending to an Email audience, you’ll see which subscribers (free and/or paid) will receive your email post. If you included or excluded any segments, they’ll be listed here. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813557013015" width="455" height="346"> 
</li>
<li>When sending to a Web audience, you’ll see who can access your post on the web — again, based on free or paid status and segment settings. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813557014167" width="401" height="124"> 
</li>
<li>To make any changes, click Edit at the bottom of the audience section. This will return you to the Audience page to make modifications. </li>
</ol>
<h4 id="h_01JT78DHXVH7FT3AN41YQAC38R">Review your basic post details</h4>
<ol start="11">
<li>Scroll down to the Post Details section and click the dropdown arrow to expand it. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813501248791" width="650" height="79"> 
</li>
<li>You’ll see key elements of your post including the Thumbnail, Title, Subtitle, and Authors. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813501248919" width="416" height="382"> If the Show thumbnail on top in web toggle is off (on the Web page), this section will indicate: Hidden on top in web. To change this, go back to the <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/14493017506583" target="_blank" rel="noopener noreferrer">Web page</a> and toggle it on. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813557015191" width="556" height="54"> Likewise, if you have modified the visibility settings for the title, subtitle, or authors on the <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/31326914767639" target="_blank" rel="noopener noreferrer">Compose page</a>, you’ll see a Hidden in email label next to those elements. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813557015575" width="424" height="118"> 
</li>
<li> If you wish to make any edits, click Edit to return to the Web or Compose page and make changes. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813501249175" width="511" height="473">
</li>
</ol>
<h4 id="h_01JT78DHXVR8AG10D3QVM0NCVS">Review your subject line and A/B tests</h4>
<ol start="14">
<li>In the Subject line section, what you see depends on whether you're sending via email and if an <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/9479415454615" target="_blank" rel="noopener noreferrer">A/B test was enabled</a>. 
<blockquote data-type="note">This section won’t appear if your post is only being published to the web.</blockquote>
 If you are not running an A/B test, you’ll see your email subject line and preview text. Click Edit to make changes. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813557015703" width="481" height="212"> If you are running an A/B test, you’ll see all test details — including test audience size, remaining audience size, duration, subject line variants, and preview text. Click Edit to update any test settings. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813501249559" width="461" height="356">
</li>
</ol>
<h4 id="h_01JT78DHXVVJWDMCM0T158EQ74">Save your style as a template (optional)</h4>
<ol start="15">
<li>If you have made changes in the Style tab of your post, you’ll see options to <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/30974963947031" target="_blank" rel="noopener noreferrer">save your changes as a template</a> or set it as your new default template. 
<blockquote data-type="tech-note">If you don’t save your style, changes only apply to the current post.</blockquote>
 You can choose between: </li>
</ol>
<ul>
<li>
Save as default style: Makes this the new default template for future posts. Any new blank posts that you create will default to this stylization.</li>
<li>
Save as template: Saves it as a custom template, accessible from your <a href="https://app.beehiiv.com/posts/template-library?tab=my_templates" target="_blank" rel="noopener noreferrer">My templates page</a>. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813501251863" width="552" height="177">
</li>
</ul>
<h4 id="h_01JT78DHXV9YTJZCNSW1E03R6X">Preview your post and send a test (optional)</h4>
<ol start="16">
<li>You can preview your post and <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/4413249011607" target="_blank" rel="noopener noreferrer">send a test email</a> at any time. This is a best practice to ensure that your post will look exactly as you intend. Click Preview in the top right to see how your post will look on the web and in email. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813557018135" width="300" height="72"> To send a test email of your post, click the arrow next to Preview to access your test sending options. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813557018519" width="318" height="109">
</li>
</ol>
<h4 id="h_01JT78DHXV1XMBVN9TCXJ92M1P">Schedule or publish your post</h4>
<ol start="17">
<li>When you're ready to send or publish, click Schedule at the bottom of the Review page. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813557018647" width="504" height="415">
</li>
<li>A modal will appear with these options:</li>
</ol>
Schedule for later: Click the calendar icon to choose a date and time. The Publish button will update to reflect your chosen schedule. Click on the Publish button to schedule your post. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813557020311" width="493" height="292">
 Publish now: Click the Publish now tab, then click Publish Now to immediately send your post. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31813557020439" width="499" height="152">
<h4 id="h_01JXMSYHMR676KY3RZE5YJTY9S">
Share on social media 
</h4>
19. Once you’ve published your post, you’ll see a modal with options to share the web version of your post on the social media platform of your choice. You can select from several popular social media platforms to post directly, or you can click on the Copy button to copy a link that you can share on any platform. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/32793011295767" width="439" height="455"> 
<blockquote data-type="tech-note">In order to share your post directly on your platform of choice, you must be logged into that platform.</blockquote>
 Max and Enterprise users also have access to the AI Social Helper tool to automatically generate copy optimized to your preferred platform, purpose, and tone. Read our <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/32747448031255" target="_blank" rel="noopener noreferrer">guide on how to share a newsletter post on social</a> to get started.

Options on the Review page of the post flow

<blockquote data-type="plan-callout-max-ent">paid plans</blockquote>
Direct sponsorships are an extension of the <a href="https://www.beehiiv.com/ad-network" target="_blank" rel="noopener noreferrer">beehiiv Ad Network</a>, giving you another way to monetize your newsletter by selling ad placements directly to brands you choose. You can<a href="https://www.beehiiv.com/support/article/30651400536727-how-to-create-a-direct-sponsorship-storefront" target="_blank" rel="noopener noreferrer"> build a custom storefront</a>, receive inbound requests from your <a href="https://www.beehiiv.com/support/article/31649835840919-managing-your-direct-sponsorship-partners" target="_blank" rel="noopener noreferrer">direct sponsorship partners</a>, and <a href="https://www.beehiiv.com/support/article/31649457623319-creating-and-using-direct-sponsorship-proposals" target="_blank" rel="noopener noreferrer">create branded proposals</a> — giving you full control over your sponsorship strategy. With <a href="https://www.beehiiv.com/support/article/30064926230679-types-of-stripe-accounts-used-in-beehiiv" target="_blank" rel="noopener noreferrer">built-in Stripe payments</a> and a streamlined workflow, there’s no need for external invoicing.
This article answers frequently asked questions about using direct sponsorships in beehiiv. Looking for info on the Ad Network? Check out our <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/17507491038231" target="_blank" rel="noopener noreferrer">Ad Network FAQs.</a>
<hr>
<h2 id="h_01JSQAB5HYT66A6ZVD222XHR40">Upcoming direct sponsorships features</h2>
beehiiv is always evolving and introducing new updates to continuously enhance the power of the platform. These direct sponsorship features are coming soon:
<ul>
<li>Option to hide the price of a product in your storefront.</li>
<li>Customization tools for your storefront using the new website builder.</li>
<li>Manual ad slot blocking and improved availability management.</li>
<li>Ability to reorder your storefront products.</li>
</ul>
Follow our <a href="http://product.beehiiv.com" target="_blank" rel="noopener noreferrer">Product Updates</a> to stay up to date on the latest feature releases.
<hr>
<h2 id="h_01JSQAB5HYD6WD0QFWFS3XSK5E">Frequently asked questions</h2>
<h2 id="h_01JSQAB5HY933YSBWA9BBAMSAH">Getting started with direct sponsorships</h2>
<ol class="js-toggles">
<li title="What is the difference between the beehiiv Ad Network and direct sponsorships?">
Direct sponsorships give you full control: you create your own ad products, set pricing, and work directly with brands you choose. With the Ad Network, beehiiv brings you pre-negotiated campaigns on a CPM and CPC basis from partner advertisers, based on your eligibility. For best results, you can use both to diversify your monetization strategy.
</li>
<li title="Where can I access direct sponsorships in the beehiiv app?">
From your dashboard, go to Monetize &gt; Ads &gt; <a href="https://app.beehiiv.com/monetize/ads/proposals" target="_blank" rel="noopener noreferrer">Overview</a> (under Direct Sponsorships).
</li>
<li title="How do I set up my custom storefront??">
Start by <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/30651400536727" target="_blank" rel="noopener noreferrer">creating your first product</a>. Then go to Monetize &gt; Ads &gt; <a href="https://app.beehiiv.com/monetize/ads/storefront_builder" target="_blank" rel="noopener noreferrer">Storefront builder</a> and toggle on Enable Storefront. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31674987542551" width="464" height="161"> You’ll be asked to enter an email address where potential sponsors can reach you — add your email, click Confirm, and you’re all set. 🎉. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31674977736215" width="355" height="250">
</li>
<li title="How do I share my storefront link?">
Once your storefront is enabled, you’ll find your custom link on the Direct Sponsorships &gt; <a href="https://app.beehiiv.com/monetize/ads/proposals" target="_blank" rel="noopener noreferrer">Overview</a> page. Click Copy to share the link directly with potential advertisers.
You can also <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/13054823434647" target="_blank" rel="noopener noreferrer">add the link to your website’s navbar</a> so sponsors visiting your newsletter can easily access your storefront. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31674987544599" width="415" height="273"> 
</li>
<li title="Is there an example direct sponsorship storefront page that I can view?">
Yes! Check out how <a href="https://app.beehiiv.com/direct_sponsorships/b95740fa-e8eb-44a5-ab87-ddd2c5d6a75d?utm_source=product.beehiiv.com&amp;utm_medium=referral&amp;utm_campaign=direct-sponsorships" target="_blank" rel="noopener noreferrer">Creator Spotlight set up their direct sponsorship storefront</a>. 
</li>
</ol>
<h2 id="h_01JSQAB5HYJRR0WBW9G23S7TV6">Managing bookings and communication</h2>
<ol class="js-toggles">
<li title="What notifications will I receive for direct sponsorships?">
You’ll receive in-app and email notifications in the following scenarios:
<ul>
<li>An advertiser accepts a proposal.</li>
<li>An advertiser declines a proposal.</li>
<li>An advertiser submits an offer via your storefront.</li>
<li>An agreement is scheduled to run that day.</li>
</ul>
To update your preferences, see <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/13062132039959" target="_blank" rel="noopener noreferrer">our guide on how to manage notifications from beehiiv.</a> 
</li>
<li title="What if an advertiser doesn’t complete their payment?">
If payment hasn’t been completed, the proposal will remain in a draft state on the advertiser’s side. You won’t see the proposal in your dashboard until payment is successfully submitted.
</li>
<li title="Can I take bookings on beehiiv but invoice advertisers separately using my own system?">
No. All direct sponsorship proposals and bookings must be completed through beehiiv’s platform.
</li>
<li title="How do I hide product pricing on my storefront?">
This feature is coming soon.
</li>
<li title="Can I send a web-only or email-only direct sponsorship?">
Yes. You can create direct sponsorships that are either web-only or email-only.
We recommend aligning with the advertiser beforehand to ensure expectations are clear.
</li>
<li title="Can I contact advertisers I previously worked with in the Ad Network to offer
 direct sponsorships?">
No. beehiiv does not share Ad Network advertiser contact information.
</li>
</ol>
<h2 id="h_01JSQAB5HYECDADCSGBRA1AZSA">Payments, cancellations, and reporting</h2>
<ol class="js-toggles">
<li title="Do I need a Stripe Express account for direct sponsorships?">
Yes. Direct sponsorship payments are processed through the <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/14194157250583" target="_blank" rel="noopener noreferrer">beehiiv Wallet</a>, which requires a Stripe Express account.
To use any monetization or growth tools on beehiiv, you’ll also need to complete <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/12889886149655" target="_blank" rel="noopener noreferrer">Stripe Identity Verification</a>. Learn more in our guide on <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/30064926230679" target="_blank" rel="noopener noreferrer">types of Stripe accounts in beehiiv</a>.
</li>
<li title="I accepted a booking request but now I need to cancel it. What are my options?">
Go to the <a href="https://app.beehiiv.com/monetize/ads/proposals?status=booked" target="_blank" rel="noopener noreferrer">Booked tab</a> in your direct sponsorship dashboard to cancel the request. You can issue either a full refund or a partial refund: With a full refund, the advertiser will not be charged, but you will incur a processing fee. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31674987547927" width="446" height="244">
With a partial refund, you choose the amount to refund. Processing fees apply to the refunded amount. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31674977739799" width="444" height="412">
</li>
<li title="My ad says completed, where can I view the details?">
Go to the <a href="https://app.beehiiv.com/monetize/ads/proposals?status=completed" target="_blank" rel="noopener noreferrer">Completed tab</a> of your direct sponsorships dashboard. Then, click the green Completed badge next to the ad you want to review. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31674987548823" width="534" height="279">
You’ll be taken to a detailed report for your ad. By default, you’ll be on the Overview tab. <img style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;" src="https://beehiivhelp.zendesk.com/hc/article_attachments/31674977747991" width="537" height="280">  
Click into the Reports tab to view performance data and reporting details. <img style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;" src="https://beehiivhelp.zendesk.com/hc/article_attachments/31674987550103" width="492" height="307">
</li>
</ol>
<h2 id="h_01JSQAB5HYQKHNRKENY718TENM">Direct sponsorship fees and taxes</h2>
<ol class="js-toggles">
<li title="Who does the advertiser pay directly, me or beehiiv?">
Advertisers pay beehiiv directly, and we pay you. beehiiv serves as the Merchant of Record for all direct sponsorship transactions, which means we also handle applicable VAT (value-added tax) obligations.
</li>
<li title="How do taxes work on direct sponsorship transactions?">
Since beehiiv is the Merchant of Record, we handle VAT calculations and tax collection from advertisers according to our tax obligations. You receive your payout net of any applicable fees.
</li>
<li title="How can I minimize fees when using direct sponsorships?">
If the advertiser submits a proposal via your storefront, they can only pay by card, which is subject to Stripe processing fees.
To reduce fees you can initiate the proposal instead. This gives advertisers the option to pay via bank transfer, which generally carries lower fees than card payments.
</li>
</ol>

FAQs about direct sponsorships

<blockquote data-type="plan-callout">paid plans</blockquote>
There are 2 types of beehiiv Boosts: Web Boosts and Email Boosts. 
Web Boosts appear on the <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/24980737561367" target="_blank" rel="noopener noreferrer">Recommendations page within your Signup Flow</a> and are a great way to monetize your publication by driving new sign-ups to other publications.
Email Boosts are embedded directly into newsletter posts, offering high-quality growth potential by tapping into existing subscriber bases.
 The main difference being in who they are for; Web Boosts help you earn by promoting other publications to your existing subscribers, while Email Boosts help you reach new audiences. 
<blockquote data-type="tech-note">To maintain quality and trust, you’ll only be able to apply for Email Boosts with publications who have already approved your Web Boosts.</blockquote>
<hr>
<h2 id="h_01JSQ8J6MRWGE5F9TK5Z9TD2PA">How Email Boosts work in the Marketplace</h2>
Email Boosts allow you to participate in both sides of the Boosts Marketplace:
<ul>
<li>
Grow side: Enable your Boosts offer to appear in posts, helping you acquire subscribers from other publications’ audiences.</li>
<li>
Monetize side: Send Boosts in your posts to earn revenue by promoting other newsletters to your audience. 
</li>
</ul>
This article focuses on Monetize Boosts — how to earn by including Boosts in your newsletter posts.
Looking to grow your audience instead? Read our guides on <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/14492963616279" target="_blank" rel="noopener noreferrer">growing your audience with beehiiv Boosts</a> and <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/16764702843927" target="_blank" rel="noopener noreferrer">How to grow your newsletter with Email Boosts</a>
<hr>
<h2 id="h_01JSQ8J6MRP3XRKTM5AD986GSN">There’s a 72-hour approval window for Email Boosts</h2>
<ul>
<li>You can include the same Boost offer in multiple posts, but you’ll only get paid for subscribers who sign up within 72 hours of approval.</li>
<li>You won’t earn anything for signups that happen after the 72-hour window.</li>
<li>If your post is published online, the Boost will still appear — and subscribers can still sign up — but only signups within the 72-hour window will count toward your payout.</li>
</ul>
Still have questions? Check out our <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/14194737991319" target="_blank" rel="noopener noreferrer">FAQs for Grow and Monetize Boosts</a>. 
<hr>
<h2 id="h_01JSQ8J6MR69GPVWD9KWHRTHZY">How to get started with Email Boosts on the Monetize side</h2>
<blockquote data-type="reminder">You can only apply to Email Boosts for publications where you’ve already been approved for Web Boosts.</blockquote>
<ol>
<li>To use Email Boosts for monetization, you’ll first need to apply to and be approved for Web Boosts. From the left panel in your account, go to Monetize &gt; Boosts to open <a href="https://app.beehiiv.com/monetize/boosts/" target="_blank" rel="noopener noreferrer">your Boosts Marketplace</a> and browse the available offers. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31674108743831" width="456" height="305"> Each offer card features the publication name and description at the top, followed by tags for their Target Audience. Under the tags you’ll find the Boost Types Available with icons for the available Email Boosts and/or Web Boosts with info on the max you can earn per send. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31674108746007" width="511" height="50"> 
</li>
<li>When you find offers you're interested in, click Apply. Once your Web Boost application is approved, you’ll receive an in-app notification and your application status will change from Pending to Live. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31674048702999" width="623" height="107"> 
</li>
<li>After being approved for a Web Boost, you’ll be able to apply for Email Boosts for that same publication. From your <a href="https://app.beehiiv.com/monetize/boosts/" target="_blank" rel="noopener noreferrer">Monetize Boosts dashboard</a>, navigate to the Overview tab. At the top, you’ll see a list of offers with Email Boosts enabled, along with an Apply to Email Boost button. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31674048708247" width="509" height="224"> 
<blockquote data-type="reminder">Publication offers that either don't have Email Boosts enabled or have not yet approved your Web Boost will not be featured here.</blockquote>
</li>
</ol>
<h3 id="h_01JSQ8J6MR7Z5P250W0H5F1TF8">When submitting send requests, please note:</h3>
<ul>
<li>Once your Email Boost application is approved, you’ll receive a notification in-app and by email. You’ll then have 72 hours from the time of approval to include that Boost in a post and get paid for subscribers who sign up during that window.</li>
<li>To help keep track of this deadline, while creating your post, you’ll see a ‘Send by’ date and time attached to the Boost. </li>
<li>You can include the Boost in multiple posts, but you’ll only earn for subscribers who sign up within that 72-hour window.</li>
<li>Your max payout will never exceed the ‘Max Payout’ displayed on the offer and will be the lesser of either the CPA multiplied by the number of subscribers acquired, or the maximum payout listed on the offer. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31674108749335" width="431" height="232"> 
<blockquote data-type="pro-tip">Make sure Boost <a href="https://beehiivhelp.zendesk.com/hc/en-us/articles/13062132039959" target="_blank" rel="noopener noreferrer">notifications are enabled</a> in your account settings so you don’t miss any approvals or updates.
</blockquote>
</li>
</ul>
You can monitor all active and completed Email Boosts from the Email Boosts tab in your Monetize Boosts dashboard, where you’ll also see performance metrics for each send.
<hr>
<h2 id="h_01JSQ8J6MR52KW5CR34NSY06GP">How to add an Email Boost to a post </h2>
<blockquote data-type="reminder">You can only add active Email Boosts to your posts.</blockquote>
<ol>
<li>While creating a post, type /Boosts in the post editor, or find Boosts under the Premium menu. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31674108749719" width="591" height="248"> 
</li>
<li>Select the Email Boost that you’d like to include in your post. 
<blockquote data-type="note">Only active Email Boosts that are still within the 72-hour sending window will be available for selection.</blockquote>
 <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31674108751127" width="561" height="247"> 
</li>
<li>Once selected, the Boost will automatically be inserted into your post. <img src="https://beehiivhelp.zendesk.com/hc/article_attachments/31674048711703" width="537" height="398"> 
</li>
</ol>

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