Quick Start Guide
The BEE editor helps you to create beautiful emails. The tool is quick and easy to use, and it’s perfect to help you create responsive newsletters.
With the drag-and-drop editor, you can create a message or template within minutes.
If you are working with a large group, you can add more users to your account.
Thanks to the three different BEE Pro plans, you can customize your experience with the editor to your needs. Different account levels introduce features such as collaboration, user management, brand management, and more!
Index
Log in & Log out - How to switch organizations
Help - how to open a support ticket
We offer support to all BEE Pro accounts. Support during your trial period may be limited.
As a BEE Pro user, you can reach out to our support team in two ways:
- Using the help widget inside your BEE Pro account
- Using the contact form found in our help center
When you are inside your BEE Pro account, there is a Help button always available in the lower right-hand corner of your browser. You can use this to search for our help center articles as well as open a support ticket. Now you can also check our product updates!
If you are inside the editor, this button will disappear, but you can still access the widget from the question mark icon in the top bar. It will be to the left of the Exit and Save buttons.
Tickets submitted through the widget will have a higher priority in our support queue.
From outside of your BEE Pro account, you can reach our support team through the contact form. The link for the contact form is found in the BEE Pro section of our help center.
We do not offer support to BEE Free users, but these users are always welcome to reach out for help in our community forum.
Log in
If you’re having trouble logging into your account, click on Forgot your password? You will be asked to type in the email address you use to log in to BEE Pro. Once you type your email and click Continue, a reset password email will be sent to that email address if an associated account is found. The email includes a link that you can use to reset your password.
The email address you use to log into BEE Pro is your account username. It can be found under My profile in the upper-right drop-down menu.
Log out
The option to log out of your BEE Pro account can be found at the bottom of the upper right-hand drop-down menu.
How to switch organizations
When you sign up for a new BEE Pro subscription, we always ask you for your company or organization name. This name is reflected in your subscription details as well as on all of your account invoices. Think of it as your account name.
If you happen to be a user on more than one BEE Pro account, you will find an additional option under the account navigation in order to Switch organizations. This option will be available at the very top of the drop-down menu. It allows you to switch between BEE Pro accounts without needing separate log-in credentials.
If you select this option in the drop-down, you will be directed to a new page that lists all of the BEE Pro accounts where you are a user. This page will include both the organization name and the name of the account owner to help you identify the one you need.
If your login credentials are only associated with one BEE Pro account, you will not see this option.
My subscription
In the upper right-hand drop-down menu, you can find an option called My subscription. This page is where you can change your company name, update billing information, view your invoices, or upgrade or cancel your subscription.
The My subscription section of your account includes two pages: Overview and Invoices.
On the Overview page, you can find important account information, such as the creation date, subscription type, and account status (i.e. active or canceled). You can also use this page to preview any upcoming charges associated with your subscription. If you ever need to change your billing information, you can use the Update billing information button in the lower left-hand corner in order to change your billing address as well as credit card information.
On the Invoices page, you can view and download any of the previous invoices associated with your account. This page also includes information to confirm whether or not your invoices have been paid. For more information on how to use this page, please see our Invoices Area article.
Please note that you are only able to access this page if you are the account owner.
My profile
In the upper right-hand drop-down menu, you can find an option called My profile. This is where you can make changes to your log-in information if you need to update your email address or password. You can also change the first and last name associated with your log-in credentials.
Projects
Your projects can be used to organize your messages. You can store an unlimited amount of messages in any project.
When you log into BEE Pro, the first screen you will see is the My projects page. You can return to this page at any time using the My projects option found in the account navigation drop-down.
You can change the order of your projects using the drop-down menu in the upper right-hand corner of the screen. If you order by “Created” or “Last updated”, it will order from newest to oldest in either case. Sorting by name is alphabetical.
You can search for your project name using the search bar in the upper right-hand corner.
To create a new project, simply click the “Create a new project” button above the search bar. Note that, if you have an Agency account, you need to be inside of a brand in order to create a new project. If you are a Freelancer subscriber, you'll be asked to upgrade your account if you try to create a fourth project.
If you hover over any given project, an icon will populate over the preview. If you click on this icon, you have three options:
- Edit allows you to change the name and the color associated with the project.
- Copy allows you to create a copy of the project. If you are an Agency user, the copy function will allow you to move your project to a different brand.
- Delete allows you to delete your project.
Brands
You can create up to 10 brands, and inside you can organize all your different projects. At a glance: Brands > Projects > Messages
Brands are the highest organizational level available inside BEE Pro. Brands are only available to Agency users. Each brand can have its own unique settings, templates, saved rows, and users.
Using the far-left drop-down menu in the navigation bar, select Add a new brand. You will be prompted to type a name for your new brand. Click the checkmark when you are done to create your new brand.
Settings
Note: If you are not the owner of your BEE Pro account, you may not be able to see all of the settings described below.
In the navigation bar at the top of your BEE Pro account, Settings can be found on the right. There are three pages inside settings: General Settings, Brand Styles, and Connectors. While the pages will always be the same, the options inside each section may change depending on your subscription type.
In every type of BEE Pro account, you will find:
- Brand name under General settings. On Freelancer accounts, this will be your only option on this page.
- Default fonts, Web fonts, and Brand Colors under Brand styles. This includes fonts we pre-loaded into the editor for your convenience. You can disable or enable any of these fonts. The brand colors section allows you to set a brand palette of custom colors that will be available when you work inside the editor. On this page, you can also Add custom fonts. Note that the editor only supports web fonts.
If you’ve uploaded your own fonts, there will be a third section introduced at the bottom of the page for your Custom fonts. - If we offer a connector for your sending platform, you can connect your accounts under Connectors.
If you have a Team or Agency account, you’ll find some additional options. The notable differences for both Team and Agency accounts include:
- Merge tags and Special Links settings under General settings. This allows you to enter custom syntax.
- Under General settings, you will also be able to turn off or on the Default templates (all BEE Pro templates) so that the only templates available when creating a new message are those found in your Library.
Agency users will have some unique options under General Settings, such as:
- The ability to Delete this brand can be found at the bottom of the page.
- If you have multiple users on your Agency account, you will find a User permissions section. This allows you to allow or revoke individual user access to the brand.
For Agency accounts, you can only view settings if you are inside a brand. If you are viewing all of your brands, Settings will not be available in your navigation bar. Each brand has its own unique settings.
Manage users
As the account owner, you are the only one who has access to the “Manage users” page.
On this page, you can:
- Add a new user
- Remove a user (“Revoke access”)
- Change user role (Team and Agency plans only)
If you are the owner of an Agency account, you also will have the ability to add a single-brand user. These types of users are only able to work in a brand of your choosing.
Note that adding additional users will always incur an immediate charge as well as an additional cost to your monthly subscription fee.
Library
Your library is used to store your templates and saved rows so you can create messages more efficiently.
When working with your existing templates, you can edit, rename, copy, and delete templates. You can also save new templates from the BEE Pro catalog or create your own custom templates.
When working with your saved rows, you are provided a preview of the saved row. When hovering over the preview, select the icon to delete or rename the saved row.
You can also move and delete your rows one by one or by performing a bulk action.
Glossary
Messages - A message is primarily what is designed inside the editor. Messages are stored inside of projects.
Projects - A project is an organizational tool where your messages are stored.
Brand- A brand is an organizational tool where you can store your project and templates. Freelancer and Team users only have one brand, but Agency users can have multiple brands.
Templates - Templates are considered to be outlines or starting points for the messages you design in BEE Pro. You can use one of the many templates provided in the catalog, or you can create your own. Templates are stored inside the Library.
Copy - The copy function creates a duplicate version of your message or project. Whether copying a message or a project, this function allows you to create a copy elsewhere inside your account. You can also use the copy function to create alternative versions of the same message to help with the review process.
Export - The export function can provide you with a ZIP, HTML, or PDF file including your message. Alternatively, the export function allows you to push your message directly to a sending platform of your choosing.
Get inspired
Have you hit a creative wall? We’ve got you covered! In the bottom navigation bar, you can find the feather icon, it's our blog icon. When clicked, our email design blog will open in a new window. We post new design inspiration every week.
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