WordPress-HS-2024-series

Everything you need to know about migrating your website from WordPress to HubSpot.

This step-by-step visual guide will walk you through the process and help get your website all set up on HubSpot.

 

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    Everything you need to get started with HubSpot's CMS and build your CLEAN website.

    No developer is needed.  This complete 3-part series includes a step-by-step guide to high-fives all around the office.

     

    Download the Guides

       
      The CLEAN Theme

      Take full advantage of the new and improved HubSpot CMS experience with the CLEAN theme.

      Theme Support & Reference

      Have a question and looking for an answer? I've likely got a video for that or an article that covers it.

      Built for Speed, Performance, AND an awesome UX.

      Google PageSpeed Insights is the gold standard in analyzing the speed and performance of a website. Here is how CLEAN Pro ranks. Not too shabby for a media-rich page.

      page-speed-3-7-23

      Report generated: Tues, March 7, 2023, based on Home Page - Opt 1.

        2 min read

        Want to try HubSpot's new Knowledge Base?  We tested it (here's what happened).

        Want to try HubSpot's new Knowledge Base? We tested it (here's what happened).

        Service Hub just dropped a shiny new Knowledge Base editor, and honestly, it's pretty awesome. Easier branding? Yup. Customization? Check. But, migrating from Legacy means your carefully curated fonts, hyperlink colors, and navigation menus might get a little wonky at first.

        Don’t worry—here’s exactly how we made the switch smoothly (and quickly), so you can, too.

         

         

        Preliminary Step: Opt into Beta


        Note: If it's June 2025 or later and this feature is fully launched, skip this step.

        Find your face in the upper right corner of your HubSpot account, then head to Product Updates.

        Product Updates

         

        Then search for Knowledge Base, and request to join the beta.

         

        Intro to Beta

         

        Step 1: Migrate Your Knowledge Base

        Here's a snapshot of our Knowledge Base before the migration, just for context.

         

        Legacy KB - before migration

         

        Once you have access to the knowledge base migration features, Navigate to Content → Knowledge Base. 

        Click the banner prompting you to migrate now.

         

        Step 1-migrate now banner

         

        Hit "Update Now", on the next screen and watch the magic unfold.

         

        Step 1 - migration in progress

         

        Note: Your existing Knowledge Base will become read-only during migration, but you'll be able to edit the new Knowledge Base before publishing.

        You'll have access to your legacy Knowledge Base for 30 days after the new Knowledge Base goes live. HubSpot will automatically migrate all Knowledge Bases by June 2025, so you might as well jump in now!

        You’ll receive an email and HubSpot notification once everything’s ready.

        And if your new page looks clunky at first (like ours did), keep calm and read on.

         

        Step 1 - migration complete clunky

         

        Step 2: Edit Your New Knowledge Base Header

        First impressions:  We couldn’t find an easy toggle for the Knowledge Base header—it looks like you gotta have one! As awesome as our Clean Pro mega menus are for your homepage, they don’t vibe with the new Knowledge Base.

        We recommend setting up a fresh navigation menu tailored to your Knowledge Base.

        Start by clicking "Configure", then Header.

         

        KB Step 2- Edit Header

         

        See how the "default" menu reads as HTML in the preview window? Weird.  Let's create a new menu.

         

        Step 2 - default menu 3 tier for context (1)

        Step 2 - Create New KB Menu

        Then link the navigation titles and pages you want in the global editor.

         

        Step 2-new nav with demo

         

        Pro tip: keep your navigation simple.  The fewer options you have, the less likely your customers will wander to another webpage.

        Ah, the new navigation looks much cleaner.  When we're ready, let's Publish to assets.

         

        Step 2 - Publish to Assets

        Important to note: The big orange "Publish to assets" button doesn't push changes live to your site; it only applies edits to your Knowledge Base pages within the editor.

         

        Step 3: Set Up Your Footer

        Footer looking funky? (I feel you.) Time to tidy things up!

        Navigate to your footer in the global editor to make direct edits by clicking on Configure -> Footer, then choose a menu or create a new one (similar to Step 2).

        If you spot something random (like a mysterious Massachusetts address), don’t stress—it's just a placeholder. Edit and save your real address directly in the global editor.

         

        Step 3 - Edit Address

         

        Step 4: Style Your Sections (Make it Yours!)

        Ugh, default off-brand colors got you feeling overdressed on casual Friday?

         

        Step 4 - Before

        Let's relax the fit: Head to Configure → Theme.

        Select Typography → Links.

        Step 4 - Typography

        Choose your brand’s colors or go wild—totally up to you.

         

        Step 4 - Publish Theme

        Click Publish theme and watch your Knowledge Base transform (yay!).

         

        Step 4 - After

         

        Phew, that feels better.

        Reminder: Publishing your Knowledge Base theme won't affect your live website in HubSpot.

         

        Step 4 - KB Theme Reminder

        Pro tip: Your preview pages can take a few minutes to update. Grab a coffee, refresh a few times, and your hard work will appear soon enough.

         

        Step 5: Go Live!

        Feeling ready? Double-check your beautiful styling, then:

        • Go back to your Knowledge Base dashboard in HubSpot.
        • Click the Publish button in the top banner.

        Step 5 - Publish

         

        Congrats—you've officially upgraded your Knowledge Base in HubSpot! 

        Want a Knowledge Base that stands out? Check out this custom Knowledge Base we created from scratch. Full disclosure - this one isn’t built on HubSpot’s default setup, but we’re pretty happy with the results.

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