Bulk Website Setup Workflow in Termly
Setting up and managing multiple websites in Termly can be streamlined using a structured workflow. This guide walks through the recommended process, from creating a template website to applying settings across multiple sites efficiently.
Overview of the Workflow
The process begins with creating a template website and then branches depending on whether a website already exists in your Termly dashboard.
Step 1: Create a Template Website
Start by creating a template website that will serve as your foundation for all future setups.
During this step, configure the following:
- Add relevant tags to organize your websites effectively
- Set up your policies (Privacy Policy, Terms, etc.)
- Configure consent banner display and regional rules
This template ensures consistency and reduces repetitive setup work for future websites.
For more details on organizing with tags, refer to:
How to Use Tags to Organize Your Websites in Termly
Step 2: Check if the Website Already Exists in Termly
After preparing your template, determine whether the website you want to configure is already in your Termly dashboard.
Path A: Website Already Exists → Use Copy Settings
If the website is already added to Termly, the recommended approach is to use Copy Settings.
This allows you to apply configurations from your template website to existing websites in bulk.
What This Does
- Applies consistent compliance settings across multiple sites
- Eliminates manual configuration for each website
- Ensures alignment in banner behavior, policies, and preferences
How to Proceed
Follow the step-by-step guide here:
How to Copy Settings to Multiple Websites
Path B: Website Does Not Exist → Duplicate Website
If the website is not yet in Termly, you can use the Website Duplication feature.
What This Does
- Creates a new website based on your template
- Replicates configurations instantly
- Speeds up onboarding for new client sites
How to Proceed
Follow the guide here:
How to Duplicate a Website
Step 3: Bulk Import Business Information (Optional)
After duplicating websites, you may need to update business-specific details such as company name, address, or contact information.
Instead of editing each site manually, use CSV bulk import.
Benefits
- Update multiple websites at once
- Ensure accurate and consistent business information
- Save significant setup time
How to Proceed
Follow the guide here:
How to Bulk Import Business Information Using a CSV File
Step 4: Understand the Confirmation Process
All bulk actions in Termly (such as copying settings, duplicating websites, or importing data) are processed in the background.
What to Expect
-
Queued Confirmation:
After applying changes, a message confirms that the request has been queued -
Email Confirmation:
Once completed, you will receive an email confirming successful execution -
Propagation Delay:
Some updates may take time to reflect due to caching
Learn More
Confirmation Process for Bulk Changes
Summary
This workflow helps standardize how websites are created, configured, and managed in Termly:
- Start with a template website
- Use Copy Settings for existing sites
- Use Website Duplication for new sites
- Apply CSV import for bulk data updates
- Monitor progress through the confirmation process
By following this approach, teams can reduce manual work, maintain consistency, and scale website management more effectively.