Setting up and using beehiiv recommendations

beehiiv recommendations offer a great way to cross-promote with other newsletters and collaborate with fellow creators to grow your communities. By recommending other newsletters and being recommended in return, you unlock new opportunities for collaboration and communication.

We’ll start with some quick tips to get you started, followed by a video tutorial that explains recommendations and how to use them. Finally, we’ll provide detailed instructions on how to create a recommendation and add it to your post.

Quick tips to get you started 

• Recommendations differ from Boosts in that they are free, while Boosts are paid recommendations. With Boosts, you have the opportunity for paid acquisition or monetization.
  • Please refer to this article for more information about using Boosts. 
• Recommendations are not the same as referrals. Recommendations allow you to recommend and be recommended by other newsletters, while referrals offer an organic way to market to engaged audiences by providing rewards to your subscribers. 
  • Please refer to this article on how to set up your Referral Program. 
• While Recommendations are not the same as Boosts, any Boosts that you are running will appear at the top of your Recommendations page.
  
  
• A Recommendations page is an available option that you can include in your Signup Flow.
  • Please read this article to learn about your Signup Flow and how to set it up. 
• Recommendations is currently a manual process, as there is no in-app communication between publications. If you'd like another publication to recommend you, you'll need to reach out to them directly. We suggest networking with newsletters that have a similar subscriber size and non-competing audiences.
  
  
• If your publication requires subscriber approval, you can still recommend other publications, and they can still recommend you. When others recommend your publication, a note will indicate that subscriber approval is required.
  • Please refer to this article for more information about requiring subscribers to request access to your newsletter. 
• To be recommended by other publications, you'll need to have completed the following things: 
  • Be verified on Stripe. Refer to this article to learn how to become verified using Stripe. 
  • Send at least one post. Check out this article for a platform walkthrough to help you get started with your first post. 
  • Add a logo, name, and description of your publication. For instructions on adding your logo to your publication, please read this article. 
  • Add content tags to your publication. Please refer to this article for more information on creating content tags. 
• You can create segments based on acquisition sources, including recommendations.
  • To learn more about segments, please read this article.
• If a subscriber was acquired through recommendations, you can find that information on their subscriber profile dashboard. 
  • Please refer to this article to learn about the subscriber profile dashboard. 

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Watch and Learn: Recommendations

 

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How to create a recommendation

1. From the left panel Dashboard, click Grow > Recommendations.
   
   
   
   
   
   
2. Click Add recommendation.
   
   
   
   
   
   
3. Search for the name of the publication.
   
   
   
   
   
   Or, you can search by typing # followed by a topic. These topics are based on the tags you selected when setting up your publication.
   
   
   
   
   
   
4. Share a reason why you are recommending it.
   
   
   
   
   
   
5. Click Add recommendation.
   
   
   
   
   
   
6. Once added, you’ll be redirected to your recommendations dashboard, where your recommendations will be displayed. To Edit, Make inactive, or Remove a recommendation, click the three dots icon.
   
   
   

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How to add a new recommendation to your post

1. From the left panel Dashboard, click Start writing, or open a saved post.
   
   
   
   
   
   
2. Type / to open the post editor. Form the Premium options, select Recommendation.
   
   
   
   
   
   
3. If you have existing recommendations, they will be listed under the search bar. To add a new recommendation, click Add a recommendation and follow the steps above. Otherwise, select the recommendation you wish to include in your post.
   
   
   
   
   
   
4. The selected recommendation will auto-populate in your post.
   
   
   

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