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Understand a template setup

Last updated: July 15, 2020

Applies to:

Marketing Hub  Professional, Enterprise
CMS Hub  Professional, Enterprise

A template setup is a service you can request from the HubSpot Migrations Team. Migration technicians will create a set of templates with the same header, footer, and general body styles as you current website.

Please note: a template setup is not a redesign project, and HubSpot's migration technician can't deliver custom design requests. Global header and footer content will reflect what's live on your website when your template setup is requested.

What's included in a template setup?

Your page and blog post templates are created with a custom theme. This is a set of coded templates, global content, and theme settings for your company's branding, colors, and fonts. 

Your new templates are coded files created with a flexible drag and drop editing experience for content creators. You can customize the layout, content, and theme settings in the page editor without touching any code. 

Global content

Some parts of your templates, such as your site header will appear on multiple pages. This content is referred to as global content, which can be edited directly and published to multiple pages within the page or blog post editor. 

  • Header: the content of your main website, which is applied to your website page templates and blog templates.
  • Footer: the content of your main website, which is applied to your website page templates and blog templates.
  • Landing page header: a simple page header for your landing page template.
  • Landing page footer: a simple page footer for your landing page template.

Page templates

You'll get a set of page templates for any landing pages or website pages you want to build. The layout and content of each page can be customized within the page editor. The fonts, colors, and styles of your templates are controlled in your theme settings.

  • Landing page template: one landing page template with your company's branding, fonts, and colors. 
  • Website page template: one landing page template with your company's branding, fonts, and colors. 

Blog templates

You'll receive coded templates for your blog posts and your blog's homepage. Your global content can be edited within the blog post editor.

If you provided a link to your current blog, you'll receive one blog index template based on this design. If you didn't provide a link with the layout of your existing blog, you'll receive two blog index templates for your blog's homepage. You can choose which blog template is applied to your homepage within you blog settings.

  • Blog index template: a template for your blog's homepage. This template features your most recent blog posts.
  • Blog index template with sidebar: a template for your blog's homepage that features your most recent blog posts, with additional content and a subscription form in the right sidebar.
  • Blog post template: a template for new blog posts, which includes your website header. 

System templates

In addition to your main website, blog, and landing pages, you'll receive system templates for default pages on your website, such as error pages and email subscription confirmation page. Learn more about system templates

  • 404 error page
  • 500 error page
  • Backup unsubscribe page
  • Password prompt page
  • Search results page
  • Subscription preferences page
  • Subscription confirmation page

How to request a template setup

Learn how to request a template setup and the expectations for the timeline of the project.

  • In your HubSpot account, click your account name in the top right corner, then click Account & Billing.
  • In the left sidebar panel, select Migrations, then click Start setup.
  • Enter a URL from your website that best represents the style you'd like to use for your HubSpot templates. If you have a blog, you can enter your blog URL.
  • Click Confirm and start migration.

Please note: if you don't have this option in your Account & Billing page, reach out to your Customer Success Manager to request a template setup.

After your project has been kicked off, navigate back to the Migrations page to check the status of your template setup. This dashboard includes the current project status, and the time expected for each remaining step. Generally, your template setup can take 7 to 14 business days to complete.

You'll be notified by email when your template setup is complete. This email includes instructions on how to review your template setup and how to use your new templates in HubSpot. After reviewing your new templates, you're ready to connect your domain and publish content on your new templates

What elements can't be included in a template setup?

In a template setup, your existing website styles are recreated on HubSpot's CMS framework, according to the website review agreement you've completed with the team. Certain types of widgets, fonts, submenus, scripts, or unsupported file types may not be included on your HubSpot template.

Here's a list of common elements that can't be recreated in your templates:

  • Database-driven pages
  • Email templates
  • Multiple languages and translation functionality
  • Login or members-only sections
  • Mega menus, image based menus, or menus with non-linked content (descriptions or paragraph content)
  • Ecommerce functionality
  • Calculators and other gizmos that use server-side scripts (some JS widgets may be possible)
  • Live chat (some JS services may be possible)
  • Most ads (many require server-side access to drive the ad networks)
  • Video files that are not .swf (.flv, .mov, .mp4, .wmv, etc.)
  • User-generated content (forums, ratings, etc.)
  • Progressive, multi-step forms or forms requesting Personally Identifiable Information
  • Blog comments will not be transferred over from your existing blog to your HubSpot blog. Third party commenting features such as Disqus and Facebook commenting will not be migrated.
  • Dealer locators
  • Real estate listings
  • Flash websites, Flash navigation, and Flash with embedded links/multiple files associated
  • Certain rollover effects, tables, anchor tags, or popups may change
  • Precise spacing, non-standard fonts, and column widths may change
  • Mixing together the features of multiple live pages or templates (i.e., combining the header of a live URL with a blog template purchased template from the Marketplace)

If there are elements that can't be included on your HubSpot templates, you can host that content elsewhere and create a seamless experience for your visitors by setting up a subdomain or iframe from your HubSpot-hosted site.

For advice or assistance with this process, check out the Partner Directory to find HubSpot designers. You can also reach out to your Customer Success Manager if you have any additional questions.

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