If you've been working in HubSpot lately, you've probably noticed something new: a shiny updated CTA section. Here's the thing, and we're not going to bury the lede: this is genuinely good news for your reporting and tracking capabilities.
Why The New CTA Tool Matters
HubSpot's rolled out a fresh CTA section that lets you see your old legacy CTAs side by side with your new ones. But the real win? Enhanced reporting that makes performance tracking actually manageable. You've got better visibility into how your CTAs are performing, which historically just wasn't available with legacy CTAs.
The migration process is straightforward, and we're going to walk you through it step by step. Think of this as giving your CTAs a performance upgrade without losing any of your existing work.
Step By Step: Migrating Your Legacy CTAs
Step 1: Navigate to Your Legacy CTAs
- Head to the Marketing tab in HubSpot
- Click on Lead Capture
- Select CTAs from the menu
- Hover over the left sidebar and click on CTAs
- Choose CTAs Legacy from the dropdown
Step 2: Select The CTA You Want to Migrate
Find the specific CTA you're ready to move to the new tool. In your legacy CTA list, hover over the one you want and you'll see migration options appear. Go ahead and select migrate.
Step 3: Clone Into The New Tool
HubSpot will ask you how you want to proceed. You're going to choose clone CTA into new tool. This creates a fresh version in the new system while preserving your original. If your legacy CTA was image based, keep it set to image module. If it's a different format, select the appropriate module type.
Step 4: Review And Rename
Click next and you'll get a screen to review the styling and rename your cloned CTA. Give it a clear name that identifies it as a migrated CTA. Something like "Legacy CTA Migration: Persona Workshop" works great. This helps you and your team know exactly what you're working with.
Step 5: Confirm And Complete
Click next again and then hit migrate. HubSpot will show you a warning that this is a permanent action. Your legacy CTA will be replaced with the new one. That's exactly what we want, so go ahead and confirm the migration.
Verify Your Migration
Once the process completes, head back to the CTAs section and check your CTAs Legacy tab. You'll see that your migrated CTA now shows up in the new CTA section. Your legacy version has been successfully moved to HubSpot's modern CTA tool, and you're now unlocking better reporting capabilities.
What You Get Now
This isn't just a cosmetic change. You're now able to report on CTA performance more easily and with better data than was available before. You've got real visibility into how your humans are engaging with your calls to action.
Look, we know learning new tools can feel like extra work. But this migration takes just a few clicks and sets you up for smarter decision making down the road. That's the coaching energy we bring: do the small things now so you're not scrambling later.
Go ahead and start migrating those legacy CTAs. Your future reporting self will thank you.
