Including a signature to your HubSpot varieties will help to provide your varieties a extra skilled and polished look. It may possibly additionally assist to extend the possibilities of your varieties 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 how you can add a signature to your HubSpot varieties.
Step one is to create a signature picture. This may be carried out utilizing any picture enhancing software program, akin to Photoshop or GIMP. After you have created your signature picture, you might want to 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 varieties. 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 bit known 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” tab within the HubSpot dashboard and choose “Kinds” from the dropdown menu.
– From right here, you possibly can create a brand new kind or edit an present 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.
– It will 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 kind, akin to “Please signal beneath” or “Digital Signature”.
– You can even make the signature area 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 possibly can customise its look to match the model of your varieties. Listed below are the choices you possibly can modify:
Font Type
| Possibility | Description |
|---|---|
| Font Household | Select the font household you need to use to your signature. |
| Font Measurement | Set the dimensions 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, mild). |
| Font Type | Choose the model of the font in your signature (e.g., italic, underline). |
You can even preview the adjustments you make to the font model in actual time, so you possibly can see how your signature will look earlier than you put it aside.
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 best of your signature. |
By adjusting the alignment and margins, you possibly can management the position 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. Verify if the picture URL is appropriate 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, verify if the signature line is correctly formatted and that it makes use of the proper CSS types.
3. Signature Area Is Not Validating
Be certain that the signature area is required within the kind settings. Verify 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
Verify if the shape is correctly built-in with Hubspot CRM and that the signature knowledge is being despatched to the proper fields. Additionally, be 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, verify if the signer’s system or browser is appropriate with digital signatures.
6. Superior Troubleshooting Steps
| Problem | Answer |
|---|---|
| Signature is just too giant | Compress the signature picture and cut back its file measurement. |
| Signature is just not responsive | Use a responsive picture format (e.g., PNG, SVG) and modify the CSS types to make sure correct scaling. |
| Signature is rotated or misaligned | Verify the picture orientation and be sure that the CSS types are set accurately to align the signature correctly. |
| Signature is just not appropriate 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 crucial. |
| Signature is just not safe | Implement further 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 kind in HubSpot, observe these steps:
1. Create or Edit a Type
In your HubSpot account, navigate to Advertising > Kinds and create a brand new kind or edit an present one.
2. Click on the “Add Area” Button
Within the kind editor, click on the “Add Area” button and choose “Signature” from the dropdown menu.
3. Configure the Signature Area
Within the “Signature Area” settings panel, you possibly can customise varied choices, akin 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 circumstances. To arrange conditional logic, click on on the “Conditional Logic” tab within the “Signature Area” 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 kind editor to preview the shape with the signature area. It will mean you can affirm that the sphere is displayed accurately.
7. Publish the Type
As soon as you might be happy with the preview, click on the “Publish Type” button to make the shape out there 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 in case you solely need to acquire signatures from sure sorts of respondents, akin 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 evaluate the sphere 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 need to use with signature fields:
| Situation | Description |
|---|---|
| Area worth is the same as | This situation will probably be met if the worth of the sphere is the same as the desired worth. |
| Area worth is just not equal to | This situation will probably be met if the worth of the sphere is just not equal to the desired worth. |
| Area worth is bigger than | This situation will probably be met if the worth of the sphere is bigger than the desired worth. |
| Area worth is lower than | This situation will probably be met if the worth of the sphere is lower than the desired worth. |
| Area worth is empty | This situation will probably be met if the worth of the sphere is empty. |
| Area worth is just not empty | This situation will probably be met if the worth of the sphere is just not empty. |
By utilizing conditional logic with signature fields, you possibly can create varieties which can be extra focused and environment friendly.
Automating Signature Assortment with HubSpot Workflows
HubSpot workflows present a robust strategy to automate the method of amassing signatures out of your contacts. By making a workflow that triggers when a selected kind is submitted, you possibly can robotically 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” possibility.
- 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, akin to sending a thank-you electronic mail to the contact as soon as they’ve signed the doc.
After you have created your workflow, it is going to robotically run at any time when 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 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 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 Kinds
Incorporating signatures into HubSpot varieties 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 kind collects vital data or agreements, think about using legally binding signatures. HubSpot gives e-signatures that adjust to trade requirements and supply a safe and auditable strategy 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 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
Embrace clear directions on how you can 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 kind submission, ship an automatic affirmation electronic mail that features a copy of the signed doc. This supplies a file for each events.
6. Usually Overview and Replace Kinds
Periodically assessment your varieties to make sure they’re up-to-date and together with all crucial data, akin to the newest 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 growing comfort.
8. Combine with Different Methods
Combine your HubSpot varieties with different programs, akin to CRM or doc administration instruments, to automate processes and streamline communication.
9. Contemplate Cellular Optimization
Guarantee your varieties are optimized for viewing and signing on cell units 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 precious knowledge on customers’ conduct. This data will help you enhance the effectiveness of your varieties and acquire insights for decision-making.
| Function | 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 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 |
Tips on how to Add a Signature in HubSpot Kinds
Including a signature in HubSpot varieties means that you can acquire 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 how you can add a signature in HubSpot varieties:
1. Create a brand new kind or edit an present one.
2. Click on on the “Fields” tab.
3. Drag and drop the “Signature” area into your kind.
4. You possibly can customise the signature area 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 area.
- Signature kind: There are two sorts of signatures you possibly can acquire: “Draw to signal” and “Kind to signal“.
- Required: If you would like the signature to be required earlier than the shape may be submitted, verify this field.
6. Click on on the “Save” button to avoid wasting your adjustments.
Folks Additionally Ask About Tips on how to Add a Signature in HubSpot Kinds
How do I make a signature area required in HubSpot varieties?
To make a signature area required in HubSpot varieties, observe these steps:
- Create a brand new kind or edit an present 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.
- Verify 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 sphere. Within the settings, you possibly can specify the next:
- Signature label: The textual content that may seem above the signature area.
- Signature kind: There are two sorts of signatures you possibly can acquire: “Draw to signal” and “Kind to signal“.
- Required: If you would like the signature to be required earlier than the shape may be submitted, verify this field.
