Converting a Site

Converting your site to the new theme might seem complex or even daunting. Here you can learn about the specific tasks expected to be completed while building your converted site.

Not sure what a converted site is? Learn about what to expect when you move to the new theme.

The following tasks are completed in a temporary environment hidden from view. When all these tasks are satisfactorily completed your new site is activated, replacing the old, and the migration is complete.

Important Tasks

Delete Shortcodes

Most shortcodes are not supported in the new theme. When your site converts, these shortcodes will default to displaying as text in your content. They will need to be removed.

They will be very obvious, appearing on your production page like this:


Check Your Tables

Your tables should have successfully converted over into your new site. Please verify this in TablePress > All Tables. If you’re not seeing your tables, return to your old site and use TablePress > Export a Table to download copies of your tables. Then on your new site, use TablePress > Import a Table to upload your tables.

Note: If you upload tables, you may have to edit the table ID number to correctly match how it is referenced on pages.

Migrate Your Forms

Since your forms will be living on your site now, they will no longer be accessed on the deprecated site. Your forms (questions, fields, and workflows) will all be imported to your new site. You will see them in the left sidebar under “Forms.” However, these forms will need a page to display on. For each form you would like to be accessed on your new site, you will need to:

  1. Create a new page for each form
  2. Title your page appropriately
  3. Click the “Add Form” button and select a form
  4. Publish the page

Your form will now display on this page, but you need to link to it so users can find it.

  • If you already know which pages link to this form, you simply have to go to that page and update the URL.
  • If you don’t know which pages reference the form, you can either:
    • Search for “gravityform” within the ‘All Pages’ screen.
    • Use Siteimprove to search for “” at Quality Assurance > Inventory > Links.

Organize Your Menus

Your converted site will bring over all your menus from your old site, but since menus function and display differently in the new theme it will be important to review them and re-organize if necessary. Your top level navigation is composed of all the parents you establish in Appearance > Menu, while the secondary “In This Section” navigation is composed of all the children you assign in Appearance > Menu by dragging them so they are indented.

Remember to only create children in your menus, never create grandchildren or beyond!

Proper parent/child structure involves one parent to many children:

Improper parent/child structure involves children of children:

Review Your Content

Your site’s content was converted into the new theme, but the old theme had tools that the new theme does not, and the new theme has features that the old theme did not. It’s important to review your website as if you were a visitor.

How do things look? Will a page benefit from trimming down content? Is there a panel that could be used to better display information? Can users find the information they’re looking for?