1. How to Create a Signature in HubSpot Forms

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HubSpot’s email filtering system is a versatile tool that allows you to create custom filters based on a wide range of criteria. Whether you want to filter emails by sender, subject line, attachment type, or even specific keywords, HubSpot has you covered. By leveraging these filtering capabilities, you can create automated processes that route emails to the appropriate team members, tag them for future reference, or even trigger automated workflows. Say goodbye to the days of manually sorting through your inbox and hello to a streamlined, organized email management experience.

Create a New Signature Template

Creating a new signature template is a great way to add a personal touch to your HubSpot forms. It allows you to include your name, title, company, contact information, and social media links in a consistent and professional format. To create a new signature template:

1. Go to Settings in your HubSpot account.
2. Click the Email tab.
3. Under Signature Templates, click Create Template.
4. Enter a name for your template.
5. Use the editor to create your signature. You can include text, images, links, and social media icons.
6. When you’re finished, click the Create Template button.

Your new signature template will now be available for use in your HubSpot forms. To apply a signature template to a form:

1. Go to the form in your HubSpot account.
2. Click the Edit tab.
3. Under Form Settings, click the Signature Template dropdown menu.
4. Select the signature template you want to use.
5. Click the Save button.

Your signature will now be added to the bottom of your form.

Here are some tips for creating a professional signature template:

Keep it concise and easy to read.
Use a professional font and color scheme.
Include your name, title, company, and contact information.
Add social media links if you’re active on social media.
Make sure your signature is consistent with your brand.

Design Your Signature Template

The next step is to design your signature template. This is where you’ll add your logo, image, and text. You can also customize the colors and fonts to match your brand.

Here are some tips for designing a great signature template:

Keep it simple and easy to read.
Use a professional font and color scheme.
Include your logo or image.
Add your name, title, and contact information.

Once you’re happy with your design, click the “Save” button.

Use an HTML table to Format Your Signature

If you want to get more creative with your signature template, you can use an HTML table. This will allow you to control the layout of your signature and add more elements, such as images, buttons, and links.

To create an HTML table, simply add the following code to your signature template:

You can then use the HTML tags to format your signature. For example, you can use the

Here’s an example of an HTML table that you could use to create a signature template:

	John Doe
Software Engineer	johndoe@example.com

Choose the Right Fields

When adding a signature field to your HubSpot form, you must select the appropriate field type. Different field types have different properties and limitations, so it’s important to choose the one that best suits your needs.

Here is a brief overview of the different field types that can be used for signatures:

Text Field

A text field is a simple field that allows users to enter any text, including their signature. However, this field type does not provide any validation or formatting options, so it’s not ideal for collecting professional-looking signatures.

Single-Line Text Field

A single-line text field is similar to a text field but only allows users to enter a single line of text. This field type is better suited for collecting short signatures, such as initials or a name.

Multi-Line Text Area

A multi-line text area is a larger field that allows users to enter multiple lines of text. This field type is ideal for collecting longer signatures, such as full names and titles.

Here’s a table summarizing the key differences between these field types:

Field Type	Properties	Limitations
Text Field	Accepts any text	No validation or formatting options
Single-Line Text Field	Accepts only a single line of text	No validation or formatting options
Multi-Line Text Area	Accepts multiple lines of text	No validation or formatting options

Preview Your Signature

After inserting your signature, you can preview it to ensure it appears as you want. Here’s a step-by-step guide to preview your signature:

1. Click the “Preview” button located in the upper right corner of the form builder.

2. A preview of the form will appear in a new window or tab.

3. Scroll down to the signature field and hover over it.

4. A small window will appear, showing a larger preview of your signature. You can also use the following steps to preview your signature:

– Click on the “Settings” tab in the form builder.
– Scroll down to the “Signature” section.
– Click on the “Preview” button next to the signature field.

Enable the Signature Template

To create a digital signature template, follow these steps:

Navigate to the “Marketing” tab and select “Email” from the left-hand menu.
Click “Templates” and select “Create Template.”
In the “From” field, select “Create New.”
Enter a name for your template in the “Template Name” field.

Click “Design tab.”
Scroll down to the “Signature” section.
Click “Edit.” (Image)
In the “Name” field, enter a name for your signature.
In the “Email Address” field, enter your email address.
In the “Job Title” field, enter your job title.
In the “Company” field, enter your company name.
In the “Phone Number” field, enter your phone number.
In the “Website” field, enter your website address.
In the “Social Media” field, enter your social media links.
In the “Additional Information” field, enter any additional information you want to include in your signature.
Click “Save.”

Tip: You can insert images, links, and HTML code into your signature template.

Click “Save” to create your template.

Select Forms to Add the Signature

Once you’ve created your signature, the next step is to select the forms you want to add it to. To do this:

Go to your HubSpot account and click on the “Forms” tab.
Select the form you want to add the signature to.
Click on the “Settings” tab.
Scroll down to the “Signature” section.
Click on the “Add Signature” button.
Select the signature you want to add from the dropdown menu.

You can add multiple signatures to each form, and you can also specify which signature should be the default.

Here is a table summarizing how to customize the signature:

Field	Description
Signature	Select the signature you want to add from the dropdown menu.
Default	Check this box to make the selected signature the default signature for the form.
Order	Use the up and down arrows to change the order of the signatures.
Delete	Click this button to delete the selected signature.

Add the Signature to Multiple Forms

To add a signature to multiple forms in HubSpot, follow these steps:

Navigate to the “Forms” tab in your HubSpot account.
Click on the “Edit” button for the first form you want to add the signature to.
In the “Form Settings” section, click on the “Signatures” tab.
Click on the “Add Signature” button.
Select the signature you want to add from the dropdown menu.
Click on the “Save” button.
Repeat these steps for each additional form you want to add the signature to.

Advanced Configuration

In addition to the basic steps above, you can also configure advanced settings for the signature, such as:

Restricting the signature to specific users or groups
Setting the default value for the signature field
Making the signature field required

Setting	Description
Restrict to users/groups	Only allow specific users or groups to use the signature.
Default value	Set a default value for the signature field.
Required	Make the signature field required to complete the form.

To configure these advanced settings, click on the “Advanced” tab in the “Signatures” section of the form editor.

Customize the Signature for Specific Forms

One of the most powerful aspects of HubSpot forms is the ability to customize the signature for specific forms. This allows you to tailor the signature to the specific audience or purpose of the form.

To customize the signature for a specific form, follow these steps:

Navigate to the form in your HubSpot account.
Click on the “Settings” tab.
Scroll down to the “Signature” section.
Select the “Custom” option.
Enter the desired signature in the text box.
Click the “Save” button.

Advanced Customization

In addition to basic customization, you can also use merge tags to personalize the signature for each recipient. Merge tags allow you to insert specific information about the recipient, such as their name, email address, or company. This can help to make the signature more relevant and engaging.

To use merge tags, simply insert the desired merge tag into the signature text. For example, to insert the recipient’s name, you would use the merge tag {{contact.first_name}}. You can find a complete list of available merge tags by clicking on the “Merge Tags” button in the signature editor.

Example

Here is an example of a customized signature that uses merge tags:

Merge Tag	Value
{{contact.first_name}}	John
{{contact.last_name}}	Doe
{{contact.email}}	john.doe@example.com
{{contact.company}}	Example Company

This signature would be personalized for each recipient, displaying their name, email address, and company. This can help to make the signature more relevant and engaging, increasing the likelihood that the recipient will sign the form.

Preview the Signature on Forms

To ensure your signature appears as expected on HubSpot forms, you can preview it before embedding it. Here’s how:

1. Navigate to Marketing > Forms in your HubSpot account.

2. Click on the Edit form button for the form you want to add the signature to.

3. In the form builder, scroll down to the Signature element.

4. Click on the Preview button next to the Signature field.

5. A preview of your signature will appear in a pop-up window. You can use this preview to check if your signature is formatted correctly and appears as intended.

6. If you need to make any adjustments to your signature, simply close the preview window and make the changes in the Signature field.

7. Once you’re satisfied with the appearance of your signature, click the **Save** button at the top of the form builder.

8. Your signature will now be embedded on the form, and visitors will be able to electronically sign the form using your pre-configured signature.

9. Additional Tips for Previewing Signatures:

Tip	Description
Preview on Multiple Devices	Test the signature preview on different devices (desktop, mobile, tablet) to ensure it displays correctly across all platforms.
Check for Legibility	Make sure the signature is clear and legible, especially when viewed on smaller screens.
Consider the Form Context	Ensure the signature fits seamlessly within the form design and doesn’t obstruct other form elements.
Custom CSS Styling	If necessary, use custom CSS styling within the HubSpot form code to further customize the appearance of the signature.
Collaborate with the Form Designer	If you’re not comfortable previewing the signature yourself, collaborate with the form designer to ensure it appears as intended.

Edit or Remove the Signature

To edit or remove the signature in HubSpot Forms, follow these steps:

Log into your HubSpot account.
Navigate to Marketing > Forms.
Click on the form you want to edit.
Click on the Settings tab.
Scroll down to the Signature section.
To edit the signature, click on the Edit button.
In the Signature Editor, make the necessary changes to the signature.
To remove the signature, click on the Remove button.
Click on the Save button to save your changes.
Repeat steps 3-9 for each form you want to edit or remove the signature from.

Edit the Signature

In the Signature Editor, you can make the following changes to the signature:

Change the text of the signature.
Change the font of the signature.
Change the size of the signature.
Change the color of the signature.
Add a link to the signature.
Remove the signature.

Option	Description
Text	The text of the signature.
Font	The font of the signature.
Size	The size of the signature.
Color	The color of the signature.
Link	The link to the signature.
Remove	Removes the signature.

How to Add a Signature in HubSpot Forms

Adding a signature field to your HubSpot forms allows you to collect electronic signatures from respondents. This can be useful for collecting signatures on contracts, agreements, or other important documents. To add a signature field to your form, follow these steps:

In your HubSpot account, navigate to **Marketing** > **Forms**.
Click the **Create form** button.
Select the type of form you want to create.
In the form editor, click the **Add field** button.
Select the **Signature** field type.
Configure the signature field settings, such as the field label, placeholder text, and required field status.
Click the **Save** button.