Including a signature to your HubSpot varieties may also help to provide your varieties a extra skilled and polished look. It could possibly additionally assist to extend the possibilities of your varieties being accomplished, as persons are extra more likely to signal a type in the event that they know who it’s from. On this article, we’ll present you learn how to add a signature to your HubSpot varieties.
Step one is to create a signature picture. This may be accomplished utilizing any picture enhancing software program, equivalent to Photoshop or GIMP. After you have created your signature picture, it is advisable to add it to HubSpot. To do that, go to the “Settings” tab in HubSpot and click on on the “Recordsdata and Paperwork” hyperlink. Then, click on on the “Add Recordsdata” button and choose your signature picture.
As soon as your signature picture has been uploaded, you’ll be able to add it to your varieties. To do that, go to the “Types” tab in HubSpot and click on on the shape you wish 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 Types
To create a brand new signature in HubSpot Types, comply with these steps:
-
Navigate to the “Types” part in HubSpot.
– Hover over the “Advertising” tab within the HubSpot dashboard and choose “Types” from the dropdown menu.
– From right here, you’ll be able to create a brand new type or edit an present one so as to add a signature. -
Within the type editor, click on on the “Signature” area.
– Drag and drop the “Signature” area from the left-hand panel onto the shape canvas.
– This may create a brand new area the place customers can signal their signatures. -
Configure the signature area settings.
– You possibly can customise the label of the signature area to match the aim of your type, equivalent to “Please signal under” or “Digital Signature”.
– You can too make the signature area required or non-compulsory, relying on the significance of the signature.
Customizing the Look of Your Signature
As soon as you have created your signature, you’ll be able to customise its look to match the model of your varieties. Listed below are the choices you’ll be able to alter:
Font Type
| Possibility | Description |
|---|---|
| Font Household | Select the font household you wish to use on your signature. |
| Font Dimension | Set the scale of the font in your signature. |
| Font Shade | 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 model of the font in your signature (e.g., italic, underline). |
You can too preview the adjustments you make to the font model in actual time, so you’ll be able to see how your signature will look earlier than you reserve it.
Alignment and Margins
| Possibility | 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 under your signature. |
| Left Margin | Set the margin to the left of your signature. |
| Proper Margin | Set the margin to the appropriate of your signature. |
By adjusting the alignment and margins, you’ll be able to management the location and spacing of your signature in your varieties.
Troubleshooting Signature Points
1. Signature Picture Is Not Displaying
Be certain 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 right CSS kinds.
3. Signature Subject Is Not Validating
Be certain that the signature area is required within the type settings. Examine if the sector is configured to simply 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 information is being despatched to the right fields. Additionally, make sure that the CRM fields are configured to simply 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 system or browser is appropriate with digital signatures.
6. Superior Troubleshooting Steps
| Subject | Answer |
|---|---|
| Signature is simply too massive | Compress the signature picture and cut back its file dimension. |
| Signature will not be responsive | Use a responsive picture format (e.g., PNG, SVG) and alter the CSS kinds to make sure correct scaling. |
| Signature is rotated or misaligned | Examine the picture orientation and make sure that the CSS kinds are set accurately to align the signature correctly. |
| Signature will not be appropriate with sure browsers | Check the signature in several browsers and make sure that it renders accurately. Think about using compatibility plugins or polyfills if vital. |
| Signature will not be safe | Implement further safety measures, equivalent 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, comply with these steps:
1. Create or Edit a Type
In your HubSpot account, navigate to Advertising > Types and create a brand new type or edit an present 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’ll be able to customise varied choices, equivalent to:
- Label: Specify the label that can seem above the signature area.
- Required: Allow this feature to make the signature area necessary.
- Use PDF Obtain Possibility: 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 area solely underneath 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 area, 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 area. This may help you verify that the sector is displayed accurately.
7. Publish the Type
As soon as you’re glad with the preview, click on the “Publish Type” button to make the shape accessible 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 conceal signature fields based mostly on particular standards. This may be helpful for those who solely wish to gather signatures from sure forms of respondents, equivalent to those that have agreed to a selected phrases of service or who meet sure standards.
To make use of conditional logic with signature fields, comply with these steps:
1. Open the shape within the Hubspot type builder.
2. Click on on the signature area that you simply wish 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 wish to use.
6. Enter the worth that you simply wish to examine the sector to.
7. Click on on the “Save” button.
The signature area will now solely be displayed if the desired situation is met.
Listed below are some examples of conditional logic that you should use with signature fields:
| Situation | Description |
|---|---|
| Subject worth is the same as | This situation shall be met if the worth of the sector is the same as the desired worth. |
| Subject worth will not be equal to | This situation shall be met if the worth of the sector will not be equal to the desired worth. |
| Subject worth is bigger than | This situation shall be met if the worth of the sector is bigger than the desired worth. |
| Subject worth is lower than | This situation shall be met if the worth of the sector is lower than the desired worth. |
| Subject worth is empty | This situation shall be met if the worth of the sector is empty. |
| Subject worth will not be empty | This situation shall be met if the worth of the sector will not be empty. |
Through the use of conditional logic with signature fields, you’ll be able to create varieties which can be extra focused and environment friendly.
Automating Signature Assortment with HubSpot Workflows
HubSpot workflows present a robust technique to automate the method of amassing signatures out of your contacts. By making a workflow that triggers when a selected type is submitted, you’ll be able to robotically ship out a signature request to the contact and monitor their progress till the signature is full.
To create a signature assortment workflow, comply with 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 wish to use to set off the workflow.
- Within the “Actions” part, add the “Ship signature request” motion.
- Choose the doc that you simply wish to have signed.
- Configure the settings for the signature request, such because the expiration date and reminder emails.
- Add any further actions that you really want the workflow to carry out, equivalent to sending a thank-you e mail to the contact as soon as they’ve signed the doc.
After you have created your workflow, it should robotically run every time the set off type is submitted. HubSpot will ship out a signature request to the contact and monitor 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 right contacts and that the right paperwork are signed. |
| Enhanced monitoring | You possibly can monitor 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 Types
Incorporating signatures into HubSpot varieties enhances their professionalism, streamlines processes, and ensures information accuracy. Listed below are some finest practices to contemplate:
1. Use Legally Binding Signatures
In case your type collects necessary info 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 area is clearly labeled as “Signature” or “Digital Signature” to keep away from confusion and guarantee customers perceive its objective.
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 learn how to add a signature. In the event 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 document for each events.
6. Usually Evaluate and Replace Types
Periodically assessment your varieties to make sure they’re up-to-date and together with all vital info, equivalent to the most recent authorized necessities.
7. Use Prefilled Signatures for Saved Contacts
In case your contacts have beforehand signed varieties, HubSpot lets you prefill their signatures, saving time and growing comfort.
8. Combine with Different Programs
Combine your HubSpot varieties with different methods, equivalent to CRM or doc administration instruments, to automate processes and streamline communication.
9. Think about Cell Optimization
Guarantee your varieties are optimized for viewing and signing on cellular gadgets to cater to a variety of customers.
10. Monitor Signature Progress and Information Assortment
Use HubSpot’s analytics to trace the progress of your varieties, monitor signature charges, and collect priceless information on customers’ conduct. This info may also help you enhance the effectiveness of your varieties and gather 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 means of the method |
| Affirmation Emails | Present a document for all events |
| Common Type Evaluate | Keep up-to-date info |
| Prefilled Signatures | Save time and enhance comfort |
| System Integration | Automate processes and streamline communication |
| Cell Optimization | Cater to a wider vary of customers |
| Signature Monitoring | Monitor progress and collect insights |
Methods to Add a Signature in HubSpot Types
Including a signature in HubSpot varieties lets you gather legally binding signatures out of your leads and prospects. Digital signatures can be utilized for varied functions, equivalent to gross sales contracts, buyer agreements, and even on-line petitions.
Here’s a step-by-step information on learn how to add a signature in HubSpot varieties:
1. Create a brand new type or edit an present one.
2. Click on on the “Fields” tab.
3. Drag and drop the “Signature” area into your type.
4. You possibly can customise the signature area by clicking on the “Settings” button.
5. Within the settings, you’ll be able to specify the next:
- Signature label: The textual content that can seem above the signature area.
- Signature kind: There are two forms of signatures you’ll be able to gather: “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 Methods to Add a Signature in HubSpot Types
How do I make a signature area required in HubSpot varieties?
To make a signature area required in HubSpot varieties, comply with these steps:
- Create a brand new type or edit an present one.
- Click on on the “Fields” tab.
- Drag and drop the “Signature” area into your type.
- Click on on the “Settings” button for the signature area.
- Examine the field subsequent to “Required“.
- Click on on the “Save” button to avoid wasting your adjustments.
How do I customise the signature area in HubSpot varieties?
You possibly can customise the signature area in HubSpot varieties by clicking on the “Settings” button for the sector. Within the settings, you’ll be able to specify the next:
- Signature label: The textual content that can seem above the signature area.
- Signature kind: There are two forms of signatures you’ll be able to gather: “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.
