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How a template setup works

Last updated: December 1, 2016

Available For:

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

What is a HubSpot Template Setup?

A template setup is when the HubSpot Migrations Team recreates your existing website style and builds a set of Blog / Landing Page templates that closely resemble your website within the HubSpot platform. 

What is Included in a Template Setup?

Once the Template Setup is complete, you will have a blog template and several page layouts that you may use inside the HubSpot Content Optimization System (COS). This includes:

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

HubSpot reviews the website style for your new templates

The site you want to migrate must be live publicly on the internet so that our Migrations Team can access the site without passwords, workarounds, or static file transfers. We cannot process an image file of a website.

Step 2

HubSpot kicks off your project

Your sales rep or account manager will submit a formal request for a template setup. This request must include the URL with the page style and, where applicable, the blog style that you would like us to match. If you do not include a Blog URL for us to reference, we will apply the generic styling from the URL that we will use to reference page styling.

Step 3

HubSpot begins building your templates

When your project is kicked off, you will receive a message with a link to your Project Status Dashboard. Feel free to check this for your project status at any point in the Template Setup process. This dashboard includes:

  • A visual explanation of your current project status
  • A quick explanation of what you will receive when your project is complete
  • A description of the next steps you'll need to take in the project

Our experienced Migration Technicians will build your 12 templates with Ninja-like skill. Generally, your template setup can take 7 to 10 business days to complete.

Step 4

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'll be looking to see that things look generally as expected and they will test the site's responsive design across different mobile devices.

They will make edits if required, but if they feel the project is ready, they will notify you of your projects completion by email.

Step 5

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 6

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.

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.

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