Account

How a template setup works

Last updated: February 19, 2018

Available For:

Marketing: Basic, Pro, Enterprise
Sales: N/A
Service: N/A

What is a template setup?

A template setup is when the HubSpot Migrations team recreates your existing website style and builds a set of blog and landing page templates that closely resemble your website within the HubSpot platform. 

Please note: a HubSpot template setup is not a design or redesign process. HubSpot will recreate the look and feel of your website within the header and footer of your HubSpot templates. Read more below.

 

What is included in a template setup?

Once your template setup is complete, you will have a blog template and several page layouts that you may use in HubSpot, including:

Site Page
 
1 Full Width Template
Site Page
 
1 Two Column Right Template
Site Page
 
1 Two Column Equal Template
Site Page
 
1 Three Column Template
Landing Page
 
1 FULL WIDTH LP Template
Landing Page
 
1 Two Column Right LP Template
Landing Page
 
1 Two Column Equal LP Template
Landing Page
 
1 Three Column LP Template
Blog
 
1 Blog Template
System Page
 
2 Error Pages
404 & 500
System Page
 
3 Subscription Preference Templates
System Page
 
1 Password Template
Custom Header
 
1 Header with Menu
Custom Header
 
1 Header Without Menu
Custom Footer
1 Custom Footer
Control Panel
 
1 System Preferences Panel

What is the process?

Step 1

Request your first-time template setup and confirm your URL

To kick off your project, navigate in your HubSpot Marketing BasicProfessional, or Enterprise account to Account menu > Account & Billing. Click Migrations in the left sidebar menu, then click Start setup. If this does not appear, please reach out to your Customer Success Manager to kick off your template setup. In the side panel on the right, 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

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:

  • A visual explanation of your current project status
  • The expected time each step will take

Generally, your template setup can take 7 to 10 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 examine the finished product. They will check that things look as expected and will test the site's responsive design across different mobile devices.

Step 4

HubSpot notifies you via email when the template setup is complete

You will be notified by email when your template setup is complete (woo-hoo!). This email will include instructions on the following:

  • How to locate and review your templates. Click here for instructions on reviewing your templates.
  • Instructions for using your new HubSpot templates.
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 take your new templates live. You can find details on how to do so here.

What cannot migrate, and what about my site might change?

Below are some examples of content types and features that HubSpot cannot migrate:

  • Database-driven pages
  • Login or members-only section
  • Flash websites, Flash navigation, and Flash with embedded links/multiple files associated
  • Redundant subnavigation schemes (e.g. drop-down menus and side menus that are the same)
  • Mega menus, image based menus, or menus with non-linked content (descriptions or paragraph content)
  • Blog comments
  • Progressive forms/forms with logic
  • Most ecommerce functionality
  • An alternate-language version of the site
  • Dealer locators
  • Real estate listings and search if managed on their site
  • Calculators and other gizmos that use server-side scripts (though some JS widgets can be OK)
  • Live chat (though some JS services can be OK)
  • Most ads (we don't have the database access required to drive most ad networks)
  • Multiple templates (different website design or backgrounds from page to page)
  • Video files that are not .swf (.flv, .mov, .mp4, .wmv, etc.)
  • Certain rollover effects, tables, anchor tags, or popups may change
  • Precise spacing, non-standard fonts, and column widths may change

Items on this list would need to be hosted elsewhere if you decide to migrate the site. You can host content elsewhere through a different webhost and create a seamless experience for your visitors by setting up a subdomain or iframe from your HubSpot-hosted site.

Please speak with your CSM (Customer Success Manager) if you have any questions or concerns. If you're unsure who your Customer Success Manager is, please use the Help button in the bottom right-hand corner of your account to contact HubSpot Support. 

An important note on design and redesigns:

Please note that a HubSpot template setup is not a design or redesign process. Migration technicians try to create a one-to-one copy, less any changes discussed initially with your primary HubSpot contact. You’re welcome to make changes to your site following the migration and taking your site live, but HubSpot’s migration technician cannot accommodate any design requests. Additionally, if any changes are made within the header or footer of your existing website design after purchase, those changes will not be replicated on your HubSpot templates.

If you would like to redesign your site after taking it live, you may make the changes yourself or work with one of our partners to get the perfect look and feel.

Was this article helpful?