HubSpot Ideas

Hilke

Set up and edit email signatures for other users

In some cases it would be useful to be able to set up and edit signatures for other users, whenever Marketing sets up automated emails for sales or account management.
Either those colleagues are not active users at the moment, or Marketing simply knows best how to quickly set up and edit signatures, which saves a lot of time.

At the moment there are two workarounds 
1) Add the colleagues as users to HubSpot, set the user permissions you want or don't want them to have, and work with them individually to create signatures in the profile section of the portal. This takes a lof of time thinking of a global organisation and more than three colleagues. 
2) Add a from name and a from e-mail address to an e-mail without adding the actual person as a user in the portal and creating manually create or copy and paste that person's signature into the e-mail body. This cannot be used for automated emails. 

We in Marketing do need to be able to set up and edit email signatures for other users. 

HubSpotからのアップデート
ステータスに更新: Delivered
September 26, 2022 11:55 AM

Setting up email signature and additional preferences for users is now available to all Professional and Enterprise customers. The functionality, Presets, is located in your account under Users & Teams. You can leverage Presets if you are a super admin or have the permission to edit Presets. Please feel free to email me () if you have questions or feedback. You can also refer to our Knowledge Base article to help you get started.

ステータスに更新: In Beta
April 01, 2022 08:05 AM

This is now in Beta! 

 

If you're interested in taking part shoot me an email (jaleonard@hubspot.com), and if you could include your HubID that would be appreciated. 

ステータスに更新: In Planning
December 07, 2021 08:11 AM

Hi folks,

 

I'm taking this over from @Flora. We've actually progressed from In Planning to In Development. We're targeting something in Q1 of next year to have a Private Beta (subject to change). 

 

If you're interested in taking part shoot me an email (jaleonard@hubspot.com), and if you could include your HubID that would be appreciated!

 

Cheers,

Jake 

ステータスに更新: In Planning
June 18, 2021 11:31 AM

Hello everyone,

 

I'm Flora Wang and I'm a Product Manager at HubSpot currently working in this space.

 

Thank you to everyone for commenting on this idea- we hear you that this is important functionality to have in HubSpot. We are currently looking into if the idea and understanding the problems in the space. I would love to chat with any admin or manager who sets up users. Shoot me an email at flora@hubspot.com and we'll take it from there.

 

Any future news regarding this feature will be on this thread and I will update here.

 

Best,

Flora

ステータスに更新: Not Currently Planned
May 19, 2020 02:50 AM

Hi @Hilke  and other contributers,

 

This is something we are looking into as a team. As we will not have this in Q3, for transparency and clarity I am going to marlk this as "Not Currently Planned". I iwl update this doc as soon as ai have more to share on this item.

 

Best,

 

Shane

93件のコメント
Jems212
参加者

Please please please!! I am Marketing and want to set these up centrally.

 

A very pro cool feautre would also be if I could push out a marketing message to add below signatures which could be changed any time e.g. check out new research launched this month click here or check out this months hot offer.

gil100
トップ投稿者

I agree, adding an image and a link to a conference for all users, without them having to do it manually will be a very nice feature

ndwilliams3
キーアドバイザー

Definitely! Trying to get 50+ sales pros to add their signature without multiple email reminders and calls is a challenge. Sometimes it is much easier to just add it for them. I would also like to see custom user properties, Sometimes you may want to use an owner attribute to the email body and it's currently not possible.

ReUpEducation
投稿者

Another vote for this, as well as custom profile fields.

dorothysamuel
メンバー

Another vote for this. We are enterprise level, and mainly use our CRM system with hubspot as a supplement to marketing. We need to sign-up over 200 sales representatives, and set signatures for them centrally. This is critical for us.

Daniel1
メンバー

Completely agree. This is needed to ensure brand consistency and for making sure we are able to tailor the email message. 

mitchellkp
トップ投稿者

UPDATE

Rereading the post and I think my suggestion is about something different. I created a new idea for that Email Signature Creation and Management

- - - - - 

 

Yes, this could be a great Hubspot Sales tool or new product. A central, rules-based platform to generate and append email signatures for Exchange, Gmail, etc (not sending emails via Hubspot). This would include options for layouts, social, CTA/offers (latest event, ebook, webinar, discount, etc.). 

 

 

 

kimcarney
メンバー

This should be a feature in the Admin role.

jj90
参加者

Just jumping in to request this. 

niaelloyd
メンバー

Would really like this feature too from a marketing and comms perspective! 

KennethDahl
参加者

This would make things a lot easier! All salesreps is writing in their signature different, we have no way to stay on top of it when we cant edit their signature. 

If it could be possible with a custom banner/message added to all signatures that could also be great. But here we have to take language versioning into account. 

 

hopper1
メンバー

+1

Esselbee318
参加者

Need to be able to add and edit sales user's signatures. Please add feature.

brkn
参加者

This please.

mrizzo
参加者

Everyone here can go buy Sigstr or share this with your friends and get more votes b/c we need HubSpot to build this.

AmandaBell
参加者

As an admin on our account, why is it that I cannot edit our Husbpot Sales user's signature? In marketing, we want them to all look the same so I would like to give them a template to use but not all of them will do it. If I were able to mass update it, that would be great. Also, I cannot add their first and last name so when I send an email to a contact from their owner, it just has their email address if they have not edited it as opposed to first and last name. I would love to be able to have access to their signature for consistency purposes.

dkarras
投稿者

This needs to happen!  Admins need global control of user signatures for consistency and brand standards.

dliao
参加者

Would love to have central management of email signatures so that we can standardize promotions and other CTAs.

DaveN-OBASA
参加者

This is a must have for larger teams. (say over 6 people.) Being unable to do this seems like a real oversight. As a Super Admin, I should expect to be able to at least b able to configure this per user if not set them all to a global template (or choose between templates.) Even Infusionsoft lets you do this. and that's saying something. 

Alexberthou
メンバー

We also need this!