Including a signature to your HubSpot kinds will help to offer your kinds a extra skilled and polished look. It could additionally assist to extend the possibilities of your kinds being accomplished, as persons are extra prone to signal a type in the event that they know who it’s from. On this article, we are going to present you the right way to add a signature to your HubSpot kinds.
Step one is to create a signature picture. This may be accomplished utilizing any picture modifying software program, akin to Photoshop or GIMP. Upon getting created your signature picture, you should add it to HubSpot. To do that, go to the “Settings” tab in HubSpot and click on on the “Information and Paperwork” hyperlink. Then, click on on the “Add Information” button and choose your signature picture.
As soon as your signature picture has been uploaded, you possibly can add it to your kinds. To do that, go to the “Varieties” tab in HubSpot and click on on the shape you need to add a signature to. Then, click on on the “Edit” button and go to the “Type Fields” tab. Within the “Type Fields” tab, you will note a bit referred to as “Signature.” Click on on the “Add Signature” button and choose your signature picture.
Making a New Signature in HubSpot Varieties
To create a brand new signature in HubSpot Varieties, observe these steps:
-
Navigate to the “Varieties” part in HubSpot.
– Hover over the “Advertising and marketing” tab within the HubSpot dashboard and choose “Varieties” from the dropdown menu.
– From right here, you possibly can create a brand new type or edit an current one so as to add a signature. -
Within the type editor, click on on the “Signature” discipline.
– Drag and drop the “Signature” discipline from the left-hand panel onto the shape canvas.
– It will create a brand new discipline the place customers can signal their signatures. -
Configure the signature discipline settings.
– You possibly can customise the label of the signature discipline to match the aim of your type, akin to “Please signal beneath” or “Digital Signature”.
– You can too make the signature discipline required or elective, relying on the significance of the signature.
Customizing the Look of Your Signature
As soon as you’ve got created your signature, you possibly can customise its look to match the fashion of your kinds. Listed below are the choices you possibly can alter:
Font Type
| Choice | Description |
|---|---|
| Font Household | Select the font household you need to use on your signature. |
| Font Measurement | Set the scale of the font in your signature. |
| Font Colour | Choose the colour of the font in your signature. |
| Font Weight | Select the burden of the font in your signature (e.g., daring, common, gentle). |
| Font Type | Choose the fashion of the font in your signature (e.g., italic, underline). |
You can too preview the adjustments you make to the font fashion in actual time, so you possibly can see how your signature will look earlier than you put it aside.
Alignment and Margins
| Choice | Description |
|---|---|
| Alignment | Select the alignment of your signature (e.g., left, middle, proper). |
| Prime Margin | Set the margin above your signature. |
| Backside Margin | Set the margin beneath your signature. |
| Left Margin | Set the margin to the left of your signature. |
| Proper Margin | Set the margin to the suitable of your signature. |
By adjusting the alignment and margins, you possibly can management the position and spacing of your signature in your kinds.
Troubleshooting Signature Points
1. Signature Picture Is Not Displaying
Make sure that the signature picture is correctly uploaded and linked to the shape. Examine if the picture URL is right and that the picture format is supported.
2. Signature Line Is Not Showing
Confirm that the signature line is enabled within the type settings. Additionally, test if the signature line is correctly formatted and that it makes use of the proper CSS types.
3. Signature Subject Is Not Validating
Make sure that the signature discipline is required within the type settings. Examine if the sphere is configured to just accept legitimate digital signatures and that the validation guidelines are correctly set.
4. Signature Is Not Being Saved
Examine if the shape is correctly built-in with Hubspot CRM and that the signature knowledge is being despatched to the proper fields. Additionally, make sure that the CRM fields are configured to just accept digital signatures.
5. Signatures Are Being Rejected
Confirm that the digital signature supplier is trusted and that the signatures meet the platform’s validation necessities. Additionally, test if the signer’s machine or browser is suitable with digital signatures.
6. Superior Troubleshooting Steps
| Problem | Resolution |
|---|---|
| Signature is just too massive | Compress the signature picture and cut back its file measurement. |
| Signature isn’t responsive | Use a responsive picture format (e.g., PNG, SVG) and alter the CSS types to make sure correct scaling. |
| Signature is rotated or misaligned | Examine the picture orientation and make sure that the CSS types are set appropriately to align the signature correctly. |
| Signature isn’t suitable with sure browsers | Check the signature in numerous browsers and make sure that it renders appropriately. Think about using compatibility plugins or polyfills if vital. |
| Signature isn’t safe | Implement extra safety measures, akin to utilizing SSL encryption and safe signature suppliers. |
Including a Required Signature to a Type
So as to add a required signature to a type in HubSpot, observe these steps:
1. Create or Edit a Type
In your HubSpot account, navigate to Advertising and marketing > Varieties and create a brand new type or edit an current one.
2. Click on the “Add Subject” Button
Within the type editor, click on the “Add Subject” button and choose “Signature” from the dropdown menu.
3. Configure the Signature Subject
Within the “Signature Subject” settings panel, you possibly can customise varied choices, akin to:
- Label: Specify the label that may seem above the signature discipline.
- Required: Allow this feature to make the signature discipline obligatory.
- Use PDF Obtain Choice: Choose this feature to permit customers to obtain a PDF of their signature.
4. Optionally, Set Up Conditional Logic
Conditional logic lets you show the signature discipline solely beneath particular circumstances. To arrange conditional logic, click on on the “Conditional Logic” tab within the “Signature Subject” settings panel.
5. Click on “Save”
After configuring the signature discipline, click on the “Save” button to avoid wasting your adjustments.
6. Preview the Type
Click on on the “Preview” tab within the type editor to preview the shape with the signature discipline. It will mean you can affirm that the sphere is displayed appropriately.
7. Publish the Type
As soon as you’re glad with the preview, click on the “Publish Type” button to make the shape out there for submissions. When a consumer submits the shape, they are going to be prompted to attract or add a signature.
Utilizing Conditional Logic with Signature Fields
Conditional logic lets you show or disguise signature fields based mostly on particular standards. This may be helpful for those who solely need to accumulate signatures from sure varieties of respondents, akin to those that have agreed to a particular phrases of service or who meet sure standards.
To make use of conditional logic with signature fields, observe these steps:
1. Open the shape within the Hubspot type builder.
2. Click on on the signature discipline that you simply need to add logic to.
3. Click on on the “Edit” button within the sidebar.
4. Within the “Conditional Logic” part, click on on the “Add a rule” button.
5. Choose the situation that you simply need to use.
6. Enter the worth that you simply need to evaluate the sphere to.
7. Click on on the “Save” button.
The signature discipline will now solely be displayed if the required situation is met.
Listed below are some examples of conditional logic that you need to use with signature fields:
| Situation | Description |
|---|---|
| Subject worth is the same as | This situation shall be met if the worth of the sphere is the same as the required worth. |
| Subject worth isn’t equal to | This situation shall be met if the worth of the sphere isn’t equal to the required worth. |
| Subject worth is bigger than | This situation shall be met if the worth of the sphere is bigger than the required worth. |
| Subject worth is lower than | This situation shall be met if the worth of the sphere is lower than the required worth. |
| Subject worth is empty | This situation shall be met if the worth of the sphere is empty. |
| Subject worth isn’t empty | This situation shall be met if the worth of the sphere isn’t empty. |
Through the use of conditional logic with signature fields, you possibly can create kinds which might be extra focused and environment friendly.
Automating Signature Assortment with HubSpot Workflows
HubSpot workflows present a robust technique to automate the method of accumulating signatures out of your contacts. By making a workflow that triggers when a particular type is submitted, you possibly can robotically ship out a signature request to the contact and observe their progress till the signature is full.
To create a signature assortment workflow, observe these steps:
- In your HubSpot account, navigate to the Workflows tab.
- Click on the “Create workflow” button.
- Choose the “Begin from scratch” possibility.
- Give your workflow a reputation and outline.
- Within the “Set off” part, choose the “Type submission” set off.
- Choose the shape that you simply need to use to set off the workflow.
- Within the “Actions” part, add the “Ship signature request” motion.
- Choose the doc that you simply need to have signed.
- Configure the settings for the signature request, such because the expiration date and reminder emails.
- Add any extra actions that you really want the workflow to carry out, akin to sending a thank-you e mail to the contact as soon as they’ve signed the doc.
Upon getting created your workflow, it is going to robotically run at any time when the set off type is submitted. HubSpot will ship out a signature request to the contact and observe their progress till the signature is full. You possibly can view the standing of your signature requests within the “Workflows” tab in your HubSpot account.
| Profit | Description |
| Elevated effectivity | Automating the signature assortment course of can prevent effort and time. |
| Improved accuracy | HubSpot workflows assist to make sure that signature requests are despatched to the proper contacts and that the proper paperwork are signed. |
| Enhanced monitoring | You possibly can observe the standing of your signature requests within the HubSpot Workflows tab and obtain notifications when a signature is full. |
Finest Practices for Utilizing Signatures in HubSpot Varieties
Incorporating signatures into HubSpot kinds enhances their professionalism, streamlines processes, and ensures knowledge accuracy. Listed below are some finest practices to think about:
1. Use Legally Binding Signatures
In case your type collects necessary data or agreements, think about using legally binding signatures. HubSpot provides e-signatures that adjust to business requirements and supply a safe and auditable technique to seize consent.
2. Clearly Label Signature Fields
Guarantee your signature discipline is clearly labeled as “Signature” or “Digital Signature” to keep away from confusion and guarantee customers perceive its goal.
3. Restrict Signature Fields to Important Paperwork
Keep away from including signature fields to each type. Use them just for paperwork that require authorized documentation or the place the signer’s consent is essential.
4. Present Directions for Signing
Embrace clear directions on the right way to add a signature. When you’re utilizing digital signatures, present a hyperlink to the e-signature platform or a step-by-step information.
5. Ship Affirmation Emails
Upon type submission, ship an automatic affirmation e mail that features a copy of the signed doc. This offers a file for each events.
6. Usually Overview and Replace Varieties
Periodically evaluation your kinds to make sure they’re up-to-date and together with all vital data, akin to the newest authorized necessities.
7. Use Prefilled Signatures for Saved Contacts
In case your contacts have beforehand signed kinds, HubSpot lets you prefill their signatures, saving time and rising comfort.
8. Combine with Different Methods
Combine your HubSpot kinds with different programs, akin to CRM or doc administration instruments, to automate processes and streamline communication.
9. Take into account Cellular Optimization
Guarantee your kinds are optimized for viewing and signing on cellular gadgets to cater to a variety of customers.
10. Monitor Signature Progress and Knowledge Assortment
Use HubSpot’s analytics to trace the progress of your kinds, monitor signature charges, and collect helpful knowledge on customers’ conduct. This data will help you enhance the effectiveness of your kinds and accumulate insights for decision-making.
| Characteristic | Profit |
|—|—|
| Legally Binding Signatures | Guarantee compliance and forestall disputes |
| Clear Labeling | Keep away from confusion and improve readability |
| Restricted Use of Signature Fields | Deal with important paperwork |
| Directions for Signing | Information customers by way of the method |
| Affirmation Emails | Present a file for all events |
| Common Type Overview | Keep up-to-date data |
| Prefilled Signatures | Save time and enhance comfort |
| System Integration | Automate processes and streamline communication |
| Cellular Optimization | Cater to a wider vary of customers |
| Signature Monitoring | Monitor progress and collect insights |
Learn how to Add a Signature in HubSpot Varieties
Including a signature in HubSpot kinds lets you accumulate legally binding signatures out of your leads and clients. Digital signatures can be utilized for varied functions, akin to gross sales contracts, buyer agreements, and even on-line petitions.
Here’s a step-by-step information on the right way to add a signature in HubSpot kinds:
1. Create a brand new type or edit an current one.
2. Click on on the “Fields” tab.
3. Drag and drop the “Signature” discipline into your type.
4. You possibly can customise the signature discipline by clicking on the “Settings” button.
5. Within the settings, you possibly can specify the next:
- Signature label: The textual content that may seem above the signature discipline.
- Signature sort: There are two varieties of signatures you possibly can accumulate: “Draw to signal” and “Sort to signal“.
- Required: If you need the signature to be required earlier than the shape could be submitted, test this field.
6. Click on on the “Save” button to avoid wasting your adjustments.
Folks Additionally Ask About Learn how to Add a Signature in HubSpot Varieties
How do I make a signature discipline required in HubSpot kinds?
To make a signature discipline required in HubSpot kinds, observe these steps:
- Create a brand new type or edit an current one.
- Click on on the “Fields” tab.
- Drag and drop the “Signature” discipline into your type.
- Click on on the “Settings” button for the signature discipline.
- Examine the field subsequent to “Required“.
- Click on on the “Save” button to avoid wasting your adjustments.
How do I customise the signature discipline in HubSpot kinds?
You possibly can customise the signature discipline in HubSpot kinds by clicking on the “Settings” button for the sphere. Within the settings, you possibly can specify the next:
- Signature label: The textual content that may seem above the signature discipline.
- Signature sort: There are two varieties of signatures you possibly can accumulate: “Draw to signal” and “Sort to signal“.
- Required: If you need the signature to be required earlier than the shape could be submitted, test this field.
