I’m working with the free version of HubSpot CRM (and I’m a big fan already, by the way). I have a default signature block stored in my profile, but occasionally I would like to use a different signature. I don’t see a way to set up an alternate signature (which would be a nice feature to have). What’s the best work-around?
Thanks for any help or suggestions.
Alfred Poor
Hi @AlfredPoor,
I like the idea. There’s already one in the Ideas Forum that you can upvote.
You could potentially use templates and embed your signature in the templates vs the signature function. However on Free, you only have 5 templates, so you’d be using up 2 of them for this purpose.
If you don’t use templates, I’d probably use option 1 as you mentioned.
Josh
Thanks, Josh. I had not thought of the template solution; I have not started using them but I probably should. For now, the situation arises rarely enough that I can alter the signature block on individual messages.
Alfred
I like the suggestion but it is unrealistic to use templates if you have a lot of templates that need to use the same signature on and I have multiple sales people too which wouldn’t work this way. I have 3 emails I use for 3 different brands my company owns and I get sales requests from all 3 websites. It is unreasonable to do this. I don’t like that because most of my sequences have signatures embedded automatically and I just want it to send with the right signature based on the email address that I send from. This is a simple feature that outlook and gmail have and Hubspot should have it too. I just got an email from a prospect that saw the parent company’s signature and had no idea what I was selling him on - that destroyed the credibility and deal because it looks tacky. Hubspot definitely needs to fix this.
+1 Feature needed!
Hi @AlfredPoor and everyone,
Good news, there’s now a (private) beta for this:
Connected Email | Sequences
Multiple email signatures
November 21, 2024
What is it?
Users can now set up and use multiple email signatures in the CRM.
Why does it matter?
As a Sales rep, you tailor your emails to every recipient, and your signature is an important part of that. Whether you’re representing a different part of your brand, targeting prospects in a specific vertical, or even emailing in multiple languages, personalization is key. Before, you could only store one signature in HubSpot to use when sending emails. If you wanted to change your signature, you had to manually edit the signature with every send, or do your work outside of HubSpot.
How does it work?
To add more signatures, navigate to Settings > General > Email and click Manage email signatures.
Use the pop-up window to make changes to your default signature.
Open the Choose signature to edit modal to Add new signature.
When adding and editing your signatures, you can change your global default signature. The global default is used when no other signature is specified, as well as for any Marketing Email user signature personalization tokens.
To set specific defaults per connected account, use the Actions drop down next to the account and choose Edit default signature. This lets you set a signature other than your user’s global default to be the default when sending emails from this address. You can view the current default in a new column on the table.
When sending emails from the CRM, you can change the signature from the default by clicking on the signature in the email composer, or using the Insert menu.
In the window that opens, you can switch between your saved signatures, go to settings to create more, make one-time edits for that specific email, and save those edits to the signature going forward.
When using bulk or automated sequence enrollment, the account level default signature of the From address will be used.
Who gets it?
This feature is available is on Sales Hub Professional & Enterprise.
Learn More:
Join the discussion on our Community
Learn more on the Knowledge Base
If you’re not seeing this private beta yet, please double check whether you meet the subscription requirements and reach out to your HubSpot customer success manager – they might be able to enroll you into the private beta.
Best regards!
