Account

How a template setup works

Last updated: October 29, 2018

Applies to:

Marketing Hub
marketing-pro-enterprise
Professional, Enterprise
HubSpot CMS

What is a template setup?

A template setup is when the HubSpot Migrations team creates a standard set of page, system, and blog templates that match your general website style. Migration technicians will create a set of templates with the same header, footer, and general body styles as the URL that you submitted. 

Please note: a HubSpot template setup is not a design or redesign project. You’re welcome to make changes to your templates after the migration, but HubSpot’s migration technician can't accommodate any design requests. Additionally, if any changes are made within the header or footer of your existing website design after you purchase the template setup, those changes won't be included on your HubSpot templates. If you'd like to redesign your site after taking it live, you can make the changes in your design manager or work with a HubSpot partners.

 

What is included in a template setup?

Once your template setup is complete, you'll have a new blog template, system templates, and page templates for your site.

whats-included-template-setup

What is the process?

Step 1

Request your first-time template setup and confirm your URL

In your HubSpot account, click your account name in the top right corner, then click Account & BillingClick Migrations in the sidebar pane, 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 also enter your blog URL. Click Confirm and start migration. If you don't have this option in your Account & Billing page, reach out to your Customer Success Manager to request a template setup.

Step 2       

HubSpot begins building your templates

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.

Step 3

A HubSpot migration specialist will review your finished template setup

When your template setup is complete, the migration specialists on our web services team will be notified to review the finished product. They'll check the site's style and test to confirm the site's design is responsive across different mobile devices.

Step 4

HubSpot notifies you via email when the template setup is 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.

Step 5

Start using your new HubSpot templates!

Once you have reviewed and ensured your new templates are ready to be used, you're ready to connect your domain and publish content on your new templates.

What can't be included in my 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
  • Login or members-only section
  • 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

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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