Email Marketing Tool

LStephen
Participante

Signature set in CRM not populating in test emails

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When I send myself a test email that should come dynamically from the contact owner, the signature for the sales rep that is set by each person indivdually in their settings is not populating.

 

I'm not sure if this is because it sends the email from a "noreply" address by default instead of showing the contact owner as the sender, or if I'm doing something wrong- but it makes it annoying to test out of the different iterations and make sure each rep has their signature set up properly before I send. 

 

Has anyone else had/fixed this problem?

 

1 Soluciones aceptada
jolle
Solución
Experto reconocido | Partner
Experto reconocido | Partner

Signature set in CRM not populating in test emails

resolver

Are you 100% certain that needed contact owners have followed these steps to set their signature in HubSpot? I'm able to see different email signatures based on contact owner within the email preview.

 

I would also ensure that all looks good with the personalization token and your default settings:

Screen Shot 2023-05-22 at 1.11.57 PM.png

 

If you're still having issues, your best bet is to open up a ticket with HubSpot Support for further troubleshooting!

 

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature

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7 Respuestas 7
jolle
Experto reconocido | Partner
Experto reconocido | Partner

Signature set in CRM not populating in test emails

resolver

Hey @LStephen, thanks for reaching out!

 

Have you tried heading to Preview Preview as a specific contact within the email builder? That will allow you to select a specific contact and see how the email will pull in their contact properties/contact owner properties. It should be a lot quicker than sending test emails as well.

 

Hope this helps!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature
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LStephen
Participante

Signature set in CRM not populating in test emails

resolver

This shows me the same thing as what gets emailed to me- I thought maybe if I actually sent the email, it would populate the signature. But it does not. At least- not for me 🙂 

jolle
Experto reconocido | Partner
Experto reconocido | Partner

Signature set in CRM not populating in test emails

resolver

Are you seeing the same thing for every contact you try, or is it just for one specific contact? And do you have an owner set for the contacts you're testing?

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature
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LStephen
Participante

Signature set in CRM not populating in test emails

resolver

It's the same thing for every contact I try- none of the emails has a signature populating for the sender. 

jolle
Solución
Experto reconocido | Partner
Experto reconocido | Partner

Signature set in CRM not populating in test emails

resolver

Are you 100% certain that needed contact owners have followed these steps to set their signature in HubSpot? I'm able to see different email signatures based on contact owner within the email preview.

 

I would also ensure that all looks good with the personalization token and your default settings:

Screen Shot 2023-05-22 at 1.11.57 PM.png

 

If you're still having issues, your best bet is to open up a ticket with HubSpot Support for further troubleshooting!

 

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature
0 Me gusta
LStephen
Participante

Signature set in CRM not populating in test emails

resolver

Ah, thank you Jacob- I didn't realize I needed to set a "signature" token, I thought the signature would populate automatically upon sending like it does in other email clients like Outreach. Thanks for clarifying, I've got it now!!

jolle
Experto reconocido | Partner
Experto reconocido | Partner

Signature set in CRM not populating in test emails

resolver

@LStephen no problem! Glad we were able to get to the bottom of this 🙂 Take care!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature
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