Understand a HubSpot template setup

To create a series of templates with a similar header, footer, and styling as your live website in HubSpot's CMS, you can request a template setup performed by HubSpot's Replatforming Team. 

A template setup may be a good option if you're happy with your current website design and are looking for a quick and cost-effective way to start creating content in HubSpot that looks similar. 

If you’re looking to significantly redesign your website or want customized templates and modules, you may want to consider partnering with your developer or a HubSpot Solutions Partner instead.

When selecting a URL for a template setup, it's recommended to use a page with a header, footer, main navigation, and a form. 

Template setup limitations

Template setups may not include all of your content. 

Please take note of the following requirements and limitations before requesting a template setup: 

• Template setups do not include email templates. 
• Templates setups also do not include an import of existing blog or website content. Learn more about using HubSpot's import tools.
• The templates created in HubSpot will reference the existing set-up on your website. Individual templates will not combine features from different parts of your website (e.g. the header from one page and the footer of a different page). 
• Most template setups are completed within 1-2 weeks of a website being submitted.
  
• Your current website must remain live throughout the template setup. 
• Any changes made to your website's header, footer, or styling after the template setup has been submitted will not be reflected in the migrated templates. 
• The following website features are not typically included in a template setup:
  • Content or design found between the header and footer, such as blog posts, forms, modules, and animated features.
    
  • Database-driven content, such as real estate listings, knowledge bases, extensive product catalogs, and postal code/location-based search.
  • Gated content, such as logins, member access, and password protection.
  • E-commerce, such as shopping carts, storefronts, and payment processing.
  • Search features for content outside of HubSpot
  • Multi-language variations or tools

• • Third-party applications, such as live chat, accessibility widgets, commenting engines, and job boards. 
  • Mega menus, such as navigation that includes images, summary text, and dropdown menus with multiple columns.

What's included in a template setup

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

Although your new templates are coded files, you can customize their layout, content, and theme settings in the content editor using drag and drop editing tools. 

Global content

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

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

Page templates

These templates can be used to create landing and website pages.  The layout and content of each page can be customized within the content 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 website page template with your company's branding, fonts, and colors. 

Blog templates

Blog templates can be used for your blog posts and blog listing page. If you provided a link to your current blog, you'll receive one blog index template based on this design. Otherwise, you'll receive two options for your blog index template. You can choose which blog listing template to apply in your blog settings. 

• Blog index template: a template for your blog's listing page. 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. This template also contains 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 templates for your page and blog content, you'll receive system templates for default pages on your website, such as error pages and email subscription confirmation pages:

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

Request a template setup

• To start the template setup process, reach out to your account representative. If you are unsure how to reach your account representative, contact HubSpot Support to get connected with the right person. 
• Your account representative will send you a link to complete the payment process.  Learn more about migration pricing.
• In your HubSpot account, request the template setup: 
  • In your HubSpot account, click your account name in the top right corner, then click Account & Billing.
  • Click the Migrations tab. 
  • Click Start setup. If this button isn't visible, check with your account representative. 

• While the team is working on your migration, you can check on the status of the project in your HubSpot account: 
  • In your HubSpot account, click your account name in the top right corner, then click Account & Billing.
  • Click the Migrations tab. 
  • Review the template setup's status on the timeline: 
    • Migration confirmed: the template setup has been submitted and is currently in the queue. Migration work has not yet begun. 
    • Migration in-progress: HubSpot's Replatforming Team is in the process of creating your templates 
    • Migration completed: your templates have been successfully created. You have 60 days from the date listed here to report design issues. 
• When the template set-up is completed, you will receive an email notification. 

Review a template setup

When you receive an email notification that your template setup is finished, you can review your content in your HubSpot account. 

• In your HubSpot account, navigate to Marketing > Files and Templates > Design Tools.
• In the finder, navigate to [CompanyName_Date] > Templates. For example, templates completed in March 2019 for HubSpot would be in the HubSpot_Mar2019 folder. 
• Click a template name to open the template in the Design Manager. 
• In the top right, click the Preview dropdown menu and select Live preview with display options. 

Report missing or broken content

After reviewing your new templates, you can report issues with how your templates were set up to a replatforming specialist. To learn more about using HubSpot's editing tools, contact HubSpot Support instead. 

Please note: you can only report missing or broken content up to 60 days after a template setup's completion date.  

• In your HubSpot account, click your account name in the top right corner, then click Account & Billing.
• Click the Migrations tab.
• In the top right, click Report migration issue. 

• In the dialog box, enter the details of the template setup issue, then click Submit. A member of the team will typically reach out within 48 hours.