Including a signature to your HubSpot varieties will help to offer your varieties a extra skilled and polished look. It may possibly additionally assist to extend the possibilities of your varieties being accomplished, as persons are extra prone to signal a kind in the event that they know who it’s from. On this article, we’ll present you easy methods to add a signature to your HubSpot varieties.
Step one is to create a signature picture. This may be performed utilizing any picture modifying software program, resembling Photoshop or GIMP. Upon getting created your signature picture, it is advisable 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 “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 “Kind Fields” tab. Within the “Kind Fields” tab, you will notice a piece known 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” tab within the HubSpot dashboard and choose “Varieties” from the dropdown menu.
– From right here, you’ll be able to create a brand new kind or edit an current one so as to add a signature. -
Within the kind editor, click on on the “Signature” subject.
– Drag and drop the “Signature” subject from the left-hand panel onto the shape canvas.
– It will create a brand new subject the place customers can signal their signatures. -
Configure the signature subject settings.
– You may customise the label of the signature subject to match the aim of your kind, resembling “Please signal beneath” or “Digital Signature”.
– You may as well make the signature subject required or non-obligatory, relying on the significance of the signature.
Customizing the Look of Your Signature
As soon as you’ve got created your signature, you’ll be able to customise its look to match the type of your varieties. Listed here are the choices you’ll be able to regulate:
Font Model
| Choice | Description |
|---|---|
| Font Household | Select the font household you need to use in your signature. |
| Font Measurement | Set the dimensions of the font in your signature. |
| Font Shade | Choose the colour of the font in your signature. |
| Font Weight | Select the load of the font in your signature (e.g., daring, common, mild). |
| Font Model | Choose the type of the font in your signature (e.g., italic, underline). |
You may as well preview the adjustments you make to the font type in actual time, so you’ll be able to see how your signature will look earlier than you reserve it.
Alignment and Margins
| Choice | Description |
|---|---|
| Alignment | Select the alignment of your signature (e.g., left, middle, proper). |
| High 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 precise of your signature. |
By adjusting the alignment and margins, you’ll be able to management the position and spacing of your signature in your varieties.
Troubleshooting Signature Points
1. Signature Picture Is Not Displaying
Be sure that the signature picture is correctly uploaded and linked to the shape. Test 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 kind settings. Additionally, examine if the signature line is correctly formatted and that it makes use of the right CSS kinds.
3. Signature Subject Is Not Validating
Be sure that the signature subject is required within the kind settings. Test 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
Test if the shape is correctly built-in with Hubspot CRM and that the signature knowledge is being despatched to the right fields. Additionally, be 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, examine if the signer’s gadget or browser is suitable with digital signatures.
6. Superior Troubleshooting Steps
| Situation | Resolution |
|---|---|
| Signature is simply too giant | Compress the signature picture and cut back its file dimension. |
| Signature shouldn’t be responsive | Use a responsive picture format (e.g., PNG, SVG) and regulate the CSS kinds to make sure correct scaling. |
| Signature is rotated or misaligned | Test the picture orientation and be sure that the CSS kinds are set accurately to align the signature correctly. |
| Signature shouldn’t be suitable with sure browsers | Take a look at the signature in numerous browsers and be sure that it renders accurately. Think about using compatibility plugins or polyfills if essential. |
| Signature shouldn’t be safe | Implement extra safety measures, resembling utilizing SSL encryption and safe signature suppliers. |
Including a Required Signature to a Kind
So as to add a required signature to a kind in HubSpot, observe these steps:
1. Create or Edit a Kind
In your HubSpot account, navigate to Advertising > Varieties and create a brand new kind or edit an current one.
2. Click on the “Add Subject” Button
Within the kind 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, resembling:
- Label: Specify the label that may seem above the signature subject.
- Required: Allow this selection to make the signature subject obligatory.
- Use PDF Obtain Choice: Choose this selection to permit customers to obtain a PDF of their signature.
4. Optionally, Set Up Conditional Logic
Conditional logic means that you can show the signature subject solely below 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 subject, click on the “Save” button to save lots of your adjustments.
6. Preview the Kind
Click on on the “Preview” tab within the kind editor to preview the shape with the signature subject. It will can help you affirm that the sector is displayed accurately.
7. Publish the Kind
As soon as you’re happy with the preview, click on the “Publish Kind” button to make the shape obtainable for submissions. When a person submits the shape, they are going to be prompted to attract or add a signature.
Utilizing Conditional Logic with Signature Fields
Conditional logic means that you can show or conceal signature fields based mostly on particular standards. This may be helpful for those who solely need to gather signatures from sure kinds of respondents, resembling 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 kind builder.
2. Click on on the signature subject 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 sector to.
7. Click on on the “Save” button.
The signature subject will now solely be displayed if the required situation is met.
Listed here are some examples of conditional logic that you should utilize 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 required worth. |
| Subject worth shouldn’t be equal to | This situation shall be met if the worth of the sector shouldn’t be equal to the required worth. |
| Subject worth is larger than | This situation shall be met if the worth of the sector is larger than the required worth. |
| Subject worth is lower than | This situation shall be met if the worth of the sector is lower than the required worth. |
| Subject worth is empty | This situation shall be met if the worth of the sector is empty. |
| Subject worth shouldn’t be empty | This situation shall be met if the worth of the sector shouldn’t be empty. |
Through the use of conditional logic with signature fields, you’ll be able to create varieties which might be extra focused and environment friendly.
Automating Signature Assortment with HubSpot Workflows
HubSpot workflows present a strong solution to automate the method of gathering signatures out of your contacts. By making a workflow that triggers when a particular kind is submitted, you’ll be able to routinely ship out a signature request to the contact and monitor 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” choice.
- Give your workflow a reputation and outline.
- Within the “Set off” part, choose the “Kind 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, resembling sending a thank-you e mail to the contact as soon as they’ve signed the doc.
Upon getting created your workflow, it’s going to routinely run each time the set off kind is submitted. HubSpot will ship out a signature request to the contact and monitor their progress till the signature is full. You may 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 may monitor the standing of your signature requests within the HubSpot Workflows tab and obtain notifications when a signature is full. |
Greatest Practices for Utilizing Signatures in HubSpot Varieties
Incorporating signatures into HubSpot varieties enhances their professionalism, streamlines processes, and ensures knowledge accuracy. Listed here are some finest practices to contemplate:
1. Use Legally Binding Signatures
In case your kind collects vital info or agreements, think about using legally binding signatures. HubSpot gives e-signatures that adjust to business requirements and supply a safe and auditable solution to seize consent.
2. Clearly Label Signature Fields
Guarantee your signature subject is clearly labeled as “Signature” or “Digital Signature” to keep away from confusion and guarantee customers perceive its function.
3. Restrict Signature Fields to Important Paperwork
Keep away from including signature fields to each kind. Use them just for paperwork that require authorized documentation or the place the signer’s consent is essential.
4. Present Directions for Signing
Embody clear directions on easy methods to add a signature. For those who’re utilizing digital signatures, present a hyperlink to the e-signature platform or a step-by-step information.
5. Ship Affirmation Emails
Upon kind submission, ship an automatic affirmation e mail that features a copy of the signed doc. This supplies a report for each events.
6. Often Evaluate and Replace Varieties
Periodically evaluation your varieties to make sure they’re up-to-date and together with all essential info, resembling the most recent authorized necessities.
7. Use Prefilled Signatures for Saved Contacts
In case your contacts have beforehand signed varieties, HubSpot means that you can prefill their signatures, saving time and rising comfort.
8. Combine with Different Programs
Combine your HubSpot varieties with different programs, resembling CRM or doc administration instruments, to automate processes and streamline communication.
9. Contemplate 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 Knowledge Assortment
Use HubSpot’s analytics to trace the progress of your varieties, monitor signature charges, and collect invaluable knowledge on customers’ habits. This info will 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 | Concentrate on important paperwork |
| Directions for Signing | Information customers by means of the method |
| Affirmation Emails | Present a report for all events |
| Common Kind Evaluate | Preserve 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 |
Learn how to Add a Signature in HubSpot Varieties
Including a signature in HubSpot varieties means that you can gather legally binding signatures out of your leads and prospects. Digital signatures can be utilized for varied functions, resembling gross sales contracts, buyer agreements, and even on-line petitions.
Here’s a step-by-step information on easy methods to add a signature in HubSpot varieties:
1. Create a brand new kind or edit an current one.
2. Click on on the “Fields” tab.
3. Drag and drop the “Signature” subject into your kind.
4. You may customise the signature subject by clicking on the “Settings” button.
5. Within the settings, you’ll be able to specify the next:
- Signature label: The textual content that may seem above the signature subject.
- Signature kind: There are two kinds of signatures you’ll be able to gather: “Draw to signal” and “Kind to signal“.
- Required: If you’d like the signature to be required earlier than the shape will be submitted, examine this field.
6. Click on on the “Save” button to save lots of your adjustments.
Individuals Additionally Ask About Learn how to Add a Signature in HubSpot Varieties
How do I make a signature subject required in HubSpot varieties?
To make a signature subject required in HubSpot varieties, observe these steps:
- Create a brand new kind or edit an current one.
- Click on on the “Fields” tab.
- Drag and drop the “Signature” subject into your kind.
- Click on on the “Settings” button for the signature subject.
- Test the field subsequent to “Required“.
- Click on on the “Save” button to save lots of your adjustments.
How do I customise the signature subject in HubSpot varieties?
You may customise the signature subject 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 may seem above the signature subject.
- Signature kind: There are two kinds of signatures you’ll be able to gather: “Draw to signal” and “Kind to signal“.
- Required: If you’d like the signature to be required earlier than the shape will be submitted, examine this field.
