Setup steps
Setup means creating a Publication (beehiiv supports running multiple publications under one account), configuring branding and a custom domain (free on paid plans), and building your subscribe page and welcome email sequence before driving any real traffic.
Practical detail
Migrating from another platform is aided by a CSV subscriber import tool and RSS-to-email automation for pulling in existing content, which matters if you're moving an established list rather than starting from zero. Setting up Segments (audience groups based on engagement, custom fields, or subscription tier) early makes targeted sending possible later without needing to retroactively tag your entire list.
Actionable considerations
- Confirm custom domain availability on your specific plan tier before assuming it's included, since it's typically a paid-plan feature.
- Use the CSV import and RSS-to-email tools if migrating an existing list or content archive, rather than starting fresh manually.
- Set up Segments early based on engagement or custom fields, rather than retroactively organizing a large existing list later.