How to redesign and relaunch your site with Content Staging

Last updated: January 13, 2017

Available For:

Product: HubSpot Marketing
Subscription: Basic, Professional, & Enterprise
Add-Ons: Website

When redesigning an existing COS website, Content Staging provides you with a development environment, where you can build out a new version of your site and launch it with the click of a button. Content Staging can be used to:

  • Import and edit existing COS pages
  • Start from scratch from an existing COS page
  • Create a completely new staged page
  • Publish staged pages to your live domain with a click of a button

Instructions

Follow these instructions to use Content Staging to stage and launch redesigned COS pages.

Content Staging requires the COS Website add-on. To purchase this add-on, please contact your Customer Success Manager.

Navigate to Content Staging

To access Content Staging, navigate to Content > Content Settings.
Navigate to Content Settings
Click Content Staging in the left sidebar menu under Content Optimization System Tools.
Content Staging

Begin staging

If you have never accessed Content Staging before, you will be prompted to Begin staging.

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Choose what you want to stage

When you first access Content Staging, you will see a list of your Unmodified pages (both Website Pages and Landing Pages). Staging only applies to pages not blogs, as blog templates can be swapped out in Content Settings.

To get started, you can either create a staging version of an existing live page or create a new page to stage. Both options are described below.

Live pages

Edit existing live page

To begin staging edits for an existing live page, hover over the page and click Stage

Edit existing page

Please note: You will not be editing the live published content on the page you select. Instead, you will create a new version of the live page with two options for handling the existing page content.

After choosing which page you would like to edit, you will be asked if you want to stage a blank page or stage a cloned page. Either way, you'll be creating a new version of the live page and will not be impacting what's currently published. 

Strip or keep content

Choosing Stage blank page will allow you to work on a fresh new version of the live page with a template of your choosing, while retaining the settings information (page title, URL, meta description, etc.) of your live published page. This option is ideal for when you are completely redesigning a replacement of an existing page.

Alternatively, choosing Stage cloned page creates a new version of your live page while retaining all the content from the original live page, as well as the page's settings. This option is ideal for when you are restyling or reworking an existing page, but want to work with the same content.

Once you have chosen blank page or cloned page, click Stage page to proceed to the template selection and/or staging content editor.

Create new page to stage

In addition to editing staged versions of live pages, you can also stage a page that does not currently exist on your live site.

Click the Create a new staged page button. 

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Choose whether you would like to stage a Site Page or a Landing Page and give the page an internal name.

Stage site or landing page

Edit staged pages

If you are creating a new page or stripping the content of an existing page, you will be prompted to select a template. If you are keeping the content of an existing page, you will be brought directly to the editor. 

Once you are working in the staging editor, you can make any modifications to the development version of your page. Clicking Save will store the progress that you have made to your staged page.

Save-progress.png

Any staged drafts will be available under the Staged Draft section of your Content Staging dashboard. From this view, you can also delete staged pages by hovering over the page, and choosing Delete from the More dropdown. 

In-progress.png

Publish changes to staging

From the staging content editor, clicking Publish to staging will publish the staged version of your page on a staging URL (http://hubid.sandbox.hs-sites.com) and makes it eligible to replace the live version of that page.
Publish-to-staging.png

Pages that have been published to staging are available in the Staged Proof section of your Content Staging dashboard. If you need to delete a staged proof or revert it to a draft, hover over the page and click on the More dropdown.

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Take your changes live

Once you are ready to take your new or updated staged pages live on your COS domain, go to the Publish tab from the Content Staging dashboard. Hover over an individual page and click Publish or click Publish all to live domain to go live with your staged proofs. 

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Please note: If you have a Basic or Professional account, only content hosted on your primary website pages domain can be staged. If you have an Enterprise account, you'll be able to stage content on any of your connected domains.

Also, if your Advanced menus use the internal page names rather than the URLs, you will need to create a new menu before launching a staged site. Using URLs rather than page names ensures that your links will continue to work on the new version of your site. Otherwise, the menu items will continue to be associated with the unpublished/archived pages. 

This process unpublishes and archives any existing pages that you have staged, and replaces them with your new version. 

You will be prompted to give a Publish Job Name and a Publish Job Description so that you have a record of the updates you've made. 

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Next you will be able to review your publish job. This will confirm the job's name and description and the publish tasks (e.g. publish 2 site pages). Once you've reviewed your publish job, check the box next to This list is correct and I'm ready to roll then click Publish

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Once the staged pages are live, you will see a confirmation that the process was successful. Your staged pages have now been scheduled for publishing! Click Finish to return to your Content Staging dashboard.

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Depending on the size of the publish job, it may take some time to publish all of your pages. You can check the status of the job by going to the Log tab from your Content Staging dashboard. 

content-staging-log

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