Beehiiv: Setting up welcome flows and automations
Beehiiv
Demo summary
A walkthrough of the beehiiv automation builder, showing how to set up welcome journeys, trigger emails based on subscriber behavior, and create playlist-style content sequences.
Step-by-step
- Navigate to the Automations section in the beehiiv dashboard
- Create a new automation and select the trigger for when a subscriber signs up
- Add a series of email steps to build out the welcome journey
- Configure different flows based on the acquisition source, such as LinkedIn
- Set up a survey step to collect subscriber data upon landing
- Incentivize the referral program within the email sequence
Options
- Create multiple different flows for different acquisition sources
- Set up a 'playlist' style content sequence
- Update the default welcome page or use custom destination pages
Tips
- Use a survey to collect data and introduce yourself immediately after sign-up
- Piggyback off the initial sign-up energy by introducing your referral program early
- Tailor the automation flow based on where the subscriber actually came from
Highlights
“it's basically updating the same automation series per different acquisition”
All demos from “Build $1000/day cash-flowing startup on beehiiv (here's how)”
- 4:263:52Building landing pages and lead magnets in beehiivGreg demonstrates the beehiiv website builder, showing how to create high-converting landing pages and lead magnet traps to drive newsletter signups.Beehiiv· Build a lead-capture landing page
- 9:562:55Setting up welcome flows and automationsCurrentA walkthrough of the beehiiv automation builder, showing how to set up welcome journeys, trigger emails based on subscriber behavior, and create playlist-style content sequences.Beehiiv· Build a welcome / drip automation
- 18:103:25Customizing subscriber surveys and data collectionShows how to use beehiiv's native forms and surveys to collect subscriber data like birthdays and professional interests for better segmentation.Beehiiv· Tag & manage subscribers
- 24:553:22Using beehiiv Recommendations to growDemonstration of the beehiiv recommendation engine, showing how to partner with other newsletters to gain subscribers passively.Beehiiv· Grow the list (capture)
- 30:105:21Managing list hygiene and BoostsShows the beehiiv Boosts marketplace and how to set verification thresholds to filter out unengaged subscribers and maintain high deliverability.Beehiiv· Improve deliverability / avoid spam
- 46:214:57Configuring the beehiiv referral programA look at the automated referral system, including setting up reward tiers, unique referral links, and fulfillment tracking.Beehiiv· Set up a referral program
- 55:182:51Customizing the newsletter editor and stylesDemonstrates the beehiiv editor, showing how to customize the visual style of the newsletter and manage the web-based archive pages.Beehiiv· Design a newsletter / email (drag-and-drop editor)
- 1:01:275:03Monetization via Ad Network and SubscriptionsShows the beehiiv Ad Network dashboard for booking sponsorships and the setup for paid subscription tiers and Stripe integration.Beehiiv· Set up paid subscriptions (newsletter monetization)
- Watch “Build $1000/day cash-flowing startup on beehiiv (here's how)” →
Build a welcome / drip automation
5:562:05Configure a welcome email in BeehiivA walkthrough of setting up the initial welcome email, including using merge tags for personalization, adding YouTube videos, and styling the footer.Allan Borch - Dotcom Dollar- 19:442:19Build an automated email workflowDemonstrates creating a custom automation from scratch using triggers, time delays, and conditional branching (true/false branches) based on email opens.Allan Borch - Dotcom Dollar
7:442:54Set up an automation flow in BeehiivWalks through creating a new automation triggered by a form submission, adding an email step, and setting time delays between messages.Simple Answers- 9:562:55Setting up welcome flows and automationsCurrentA walkthrough of the beehiiv automation builder, showing how to set up welcome journeys, trigger emails based on subscriber behavior, and create playlist-style content sequences.Greg Isenberg