Including a signature to your HubSpot kinds can assist to present your kinds a extra skilled and polished look. It may additionally assist to extend the probabilities of your kinds being accomplished, as individuals are extra prone to signal a kind in the event that they know who it’s from. On this article, we’ll present you tips on how to add a signature to your HubSpot kinds.
Step one is to create a signature picture. This may be achieved utilizing any picture modifying software program, corresponding to Photoshop or GIMP. After 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 “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 may add it to your kinds. To do that, go to the “Kinds” 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 piece referred to as “Signature.” Click on on the “Add Signature” button and choose your signature picture.
Making a New Signature in HubSpot Kinds
To create a brand new signature in HubSpot Kinds, observe these steps:
-
Navigate to the “Kinds” part in HubSpot.
– Hover over the “Advertising and marketing” tab within the HubSpot dashboard and choose “Kinds” from the dropdown menu.
– From right here, you may 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” 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’ll be able to customise the label of the signature area to match the aim of your kind, corresponding to “Please signal beneath” or “Digital Signature”.
– You may as well make the signature area required or optionally available, relying on the significance of the signature.
Customizing the Look of Your Signature
As soon as you’ve got created your signature, you may customise its look to match the fashion of your kinds. Listed here are the choices you may alter:
Font Fashion
| Possibility | Description |
|---|---|
| Font Household | Select the font household you need to use to your signature. |
| Font Measurement | 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, mild). |
| Font Fashion | Choose the fashion of the font in your signature (e.g., italic, underline). |
You may as well preview the modifications you make to the font fashion in actual time, so you may 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, heart, 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 correct of your signature. |
By adjusting the alignment and margins, you may management the position and spacing of your signature in your kinds.
Troubleshooting Signature Points
1. Signature Picture Is Not Displaying
Be 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 kind 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 sure that the signature area is required within the kind settings. Examine if the sphere 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, 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, test if the signer’s system or browser is suitable with digital signatures.
6. Superior Troubleshooting Steps
| Problem | Answer |
|---|---|
| Signature is simply too massive | Compress the signature picture and scale back its file dimension. |
| Signature is just not 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 be sure that the CSS kinds are set appropriately to align the signature correctly. |
| Signature is just not suitable with sure browsers | Check the signature in numerous browsers and be sure that it renders appropriately. Think about using compatibility plugins or polyfills if crucial. |
| Signature is just not safe | Implement further safety measures, corresponding to utilizing SSL encryption and safe signature suppliers. |
Including a Required Signature to a Type
So as to add a required signature to a kind in HubSpot, observe these steps:
1. Create or Edit a Type
In your HubSpot account, navigate to Advertising and marketing > Kinds 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 may customise varied choices, corresponding to:
- Label: Specify the label that may seem above the signature area.
- Required: Allow this feature to make the signature area obligatory.
- 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 means that you can show the signature area solely below particular situations. 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 modifications.
6. Preview the Type
Click on on the “Preview” tab within the kind editor to preview the shape with the signature area. This may will let you verify 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 obtainable 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 means that you can show or cover signature fields primarily based on particular standards. This may be helpful when you solely need to accumulate signatures from sure varieties of respondents, corresponding 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, observe these steps:
1. Open the shape within the Hubspot kind builder.
2. Click on on the signature area that you just 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 just need to use.
6. Enter the worth that you just need to examine the sphere to.
7. Click on on the “Save” button.
The signature area will now solely be displayed if the required situation is met.
Listed here are some examples of conditional logic that you should use with signature fields:
| Situation | Description |
|---|---|
| Subject worth is the same as | This situation can be met if the worth of the sphere is the same as the required worth. |
| Subject worth is just not equal to | This situation can be met if the worth of the sphere is just not equal to the required worth. |
| Subject worth is larger than | This situation can be met if the worth of the sphere is larger than the required worth. |
| Subject worth is lower than | This situation can be met if the worth of the sphere is lower than the required worth. |
| Subject worth is empty | This situation can be met if the worth of the sphere is empty. |
| Subject worth is just not empty | This situation can be met if the worth of the sphere is just not empty. |
By utilizing conditional logic with signature fields, you may create kinds which are extra focused and environment friendly.
Automating Signature Assortment with HubSpot Workflows
HubSpot workflows present a strong technique to automate the method of gathering signatures out of your contacts. By making a workflow that triggers when a selected kind is submitted, you may routinely 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” choice.
- Give your workflow a reputation and outline.
- Within the “Set off” part, choose the “Type submission” set off.
- Choose the shape that you just need to use to set off the workflow.
- Within the “Actions” part, add the “Ship signature request” motion.
- Choose the doc that you just need 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, corresponding to sending a thank-you e mail to the contact as soon as they’ve signed the doc.
After getting created your workflow, it’s going to routinely run at any time when the set off kind is submitted. HubSpot will ship out a signature request to the contact and observe their progress till the signature is full. You’ll be able to 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’ll be able to observe 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 Kinds
Incorporating signatures into HubSpot kinds enhances their professionalism, streamlines processes, and ensures information accuracy. Listed here are some finest practices to contemplate:
1. Use Legally Binding Signatures
In case your kind collects essential 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 goal.
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 tips on how to add a signature. If you happen to’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 file for each events.
6. Recurrently Evaluate and Replace Kinds
Periodically overview your kinds to make sure they’re up-to-date and together with all crucial info, corresponding to the most recent authorized necessities.
7. Use Prefilled Signatures for Saved Contacts
In case your contacts have beforehand signed kinds, HubSpot means that you can prefill their signatures, saving time and rising comfort.
8. Combine with Different Programs
Combine your HubSpot kinds with different methods, corresponding 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 units 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 information on customers’ conduct. This info can assist you enhance the effectiveness of your kinds and accumulate insights for decision-making.
| Characteristic | Profit |
|—|—|
| Legally Binding Signatures | Guarantee compliance and stop disputes |
| Clear Labeling | Keep away from confusion and improve readability |
| Restricted Use of Signature Fields | Give attention to important paperwork |
| Directions for Signing | Information customers by way of the method |
| Affirmation Emails | Present a file 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 |
| Cellular Optimization | Cater to a wider vary of customers |
| Signature Monitoring | Monitor progress and collect insights |
Find out how to Add a Signature in HubSpot Kinds
Including a signature in HubSpot kinds means that you can accumulate legally binding signatures out of your leads and clients. Digital signatures can be utilized for varied functions, corresponding to gross sales contracts, buyer agreements, and even on-line petitions.
Here’s a step-by-step information on tips on how to add a signature in HubSpot kinds:
1. Create a brand new kind or edit an current one.
2. Click on on the “Fields” tab.
3. Drag and drop the “Signature” area into your kind.
4. You’ll be able to customise the signature area by clicking on the “Settings” button.
5. Within the settings, you may specify the next:
- Signature label: The textual content that may seem above the signature area.
- Signature sort: There are two varieties of signatures you may accumulate: “Draw to signal” and “Kind to signal“.
- Required: In order for you the signature to be required earlier than the shape may be submitted, test this field.
6. Click on on the “Save” button to avoid wasting your modifications.
Folks Additionally Ask About Find out how to Add a Signature in HubSpot Kinds
How do I make a signature area required in HubSpot kinds?
To make a signature area required in HubSpot kinds, observe these steps:
- Create a brand new kind or edit an current one.
- Click on on the “Fields” tab.
- Drag and drop the “Signature” area into your kind.
- 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 modifications.
How do I customise the signature area in HubSpot kinds?
You’ll be able to customise the signature area in HubSpot kinds by clicking on the “Settings” button for the sphere. Within the settings, you may specify the next:
- Signature label: The textual content that may seem above the signature area.
- Signature sort: There are two varieties of signatures you may accumulate: “Draw to signal” and “Kind to signal“.
- Required: In order for you the signature to be required earlier than the shape may be submitted, test this field.
