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Migrate legacy calls-to-action (CTAs)

Last updated: February 26, 2024

Available with any of the following subscriptions, except where noted:

Marketing Hub Professional, Enterprise
CMS Hub Professional, Enterprise

Migrate your CTAs to replace a legacy CTA with a new CTA. When a CTA is replaced, a clone of the CTA (legacy) will be created. The CTA (legacy) will be automatically replaced by the new CTA in all instances, including pages, emails, and workflows. Learn more about creating CTAs

Migrate a legacy CTA 

To migrate a CTA (legacy) with a new CTA:
  • In your HubSpot account, navigate to Marketing > Lead Capture > CTAs.
  • In the top left, click the dropdown menu and select CTAs (Legacy).
  • In the table, hover over the CTA (legacy) that you want to replace and click Migrate
     

 

  • Under the Do you want to clone your legacy CTA or replace it with one you've already built section, select Replace with an existing CTA or Clone CTA into new tool
  • To replace your CTA (legacy) with an existing CTA: 
    • Click the CTA dropdown menu and select an existing CTA
    • In the bottom right, click Next
  • To clone your CTA (legacy) into the new CTA tool: 
    • In the Choose how you'd like to clone this legacy CTA section, select from the following CTA types:
      • HTML CTA: the CTA will render outside of an iframe and the same CSS as the original CTA (legacy) CSS will be applied. This is recommended if the original CTA (legacy) had any custom CSS or HTML.
      • Button module: the CTA will render inside of an iframe. This is recommended if the original CTA (legacy) is a simple button and does not have any custom CSS or HTML.
      • Image module: the CTA will render inside of an iframe. This is recommended if the original CTA (legacy) is an image CTA. 
    • In the CTA name field, you can enter a new CTA name. You can also review your cloned CTA.
    • In the bottom right, click Next
  • In the Choose how to migrate this CTA's connections section, review your CTA (legacy) dependencies. By default, the legacy CTA will be replaced by the new one in most content assets.
     


 

  • For lists, click the Migration actions dropdown menu, then select one of the following: 
    • Update: the original list will be updated with the new CTA, but the CTA (legacy) will remain as a filter on that list.
    • Clone: a copy of the original list will be created and will reference both the CTA (legacy) and the new CTA. After migrating your CTA, there will be two versions of the list; the original list and the new list that uses both CTAs as filters.
    • Skip: the list will remain unchanged.
  • In the bottom right, click Migrate. Then, in the dialog box, click Migrate.

Replace your legacy CTA in content editors

Website and landing pages, blog posts, and marketing emails will still display the CTA (legacy) when reviewed in the content editor. However, the new CTA will be rendered when a visitor visits the page or marketing email. To replace the CTA (legacy) in the editor: 
  • In your HubSpot account, navigate to your content:
    • Website Pages: In your HubSpot account, navigate to Marketing > Website > Website Pages.
    • Landing Pages: In your HubSpot account, navigate to Marketing > Landing Pages.
    • Blog posts: In your HubSpot account, navigate to Marketing > Website > Blog.
    • Marketing emails: In your HubSpot account, navigate to Marketing > Email.
  • In the content editor, click the CTA or Button module
  • In the left panel, click Replace with new CTA
  • In the top right, click Update or Publish
     

Review your migrated CTAs 

After replacing your CTA, a new CTA will be created and the CTA (legacy) tagged as migrated in the CTA tool. After the CTA (legacy) has been migrated, please note the following:

  • The CTA (legacy) cannot be used in any HubSpot or external pages, marketing emails, workflows, or lists.
  • The CTA (legacy) cannot be cloned.
  • The CTA (legacy) and any historical data can still be accessed on the CTA (legacy) page.

To review your migrated CTAs:

  • In your HubSpot account, navigate to Marketing > Lead Capture > CTAs.
  • In the top left, click the dropdown menu and select CTAs (Legacy).
  • At the top, click the Migration status dropdown menu, then select Migrated
  • To see a CTA's (legacy) migration status, hover over the CTA (legacy) and click Preview migration status. If your CTA has been successfully migrated, you will see a Migration for this CTA has completed status message.
     

 
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