[BETA] A Fresh New Home for Notifications Preferences

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HubSpot Employee

What is it?

A brand new design and clearer copy for the notification preference page.

 

Why does it matter?

With notifications, you can stay up to speed on everything that's happening in your HubSpot account: lead assignments, sync errors, imports, and more.

 

With so many notifications to choose from, it's crucial that the place you go to sign up for those notifications is easy to understand. As it turns out, up til now, the notification preferences screen in HubSpot has been cluttered, unclear, and overwhelming.

 

With today's update, the notifications screen has a fresh new loo. It's cleaner, clearer, and more organized. So you can sign up for all the notifications you need, without the headache.

 

Before:

 

Before.png

 

After:

 

new notif pref page - screenshot.png

 

How does it work?

To set up your HubSpot notifications:

  1. In your HubSpot account, click the settings icon in the main navigation bar.
  2. In the left sidebar menu, choose Notifications.
  3. Choose the notification delivery channel by clicking on one of the tabs (desktop, email, connected apps)
  4. Make changes to your global notifications at the top of the page
  5. Make changes to the sound and appearance settings
  6. Make changes to the specific notifications topics by expanding the specific items you're interested in
  7. Check the box on the left side if you want to turn on a notification. Or uncheck it if you want to turn it off.

 

For all the details, see this knowledge base article.

1 Accepted solution

Accepted Solutions
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HubSpot Employee

Hi Matt!

 

You won't receive a notification if you moved the deal to another stage. You will get notified if someone else moves a deal you own or follow to another stage. We consider that if you're the one moving the deal you don't need to be notified about it. 

 

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Occasional Contributor

Hi,

Great job

But I don't find the "opening email" notification settings ?

I receive notifications about "email opening" on my phone but nothing in the notification center ?

Thanks

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HubSpot Employee

Hi Eric,

 

Thanks so much for reaching out!

The notifications you're referring to are linked to the HubSpot Sales extension and Activity feed, these are not controlled on the notifications preferences page but managed from the HubSpot Sales extension.

 

You can then view the email opens notifications on your Activity feed.

 

Hope this helps!

 

Thank you!

Pearly

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Occasional Contributor

ok, thank you !

Thats's strange that theses notifications are not controlled by the notification center  ?

But OK, I have undertstood

 

Thanks

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New Contributor

I feel as if my 'open email' notifications have been severely lacking the past 6 months, while some days it's blasting, and some days (when I know some are being opened, links clicked, etc) sift through completely. Ever since they turned off 'opened from IP' feature, this whole feature has kind of gone downhill... sadly. One of the best features by far. 

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Occasional Contributor

Has admin level access to edit notifications to users been added? Managing what the sales team receives is much harder when it has to be done individually by each member of the Sales team, rather than centrally by an admin.

 

It's been a request for 1.5 years: https://community.hubspot.com/t5/HubSpot-Ideas/Globally-Manage-Users-Notification-Preferences/idi-p/...

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HubSpot Employee

Hi JPullan, 

 

Thanks for reaching out!

Our team is currently researching and testing potential solutions for this pain point.

If you're an admin and you're interested, we can contact you later so you can participate in the research. 

 

Thank you!

Pearly

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Occasional Contributor

That's good to hear. For anybody working in/with Salesforce CRM it seems strange that admin level access to these doesn't exist. For those with a larger Sales team it must be quite challenging, or at least more difficult then it needs to be.

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HubSpot Employee

JPullan, if you're interested in participating in the research could you please reach out to me at pjawal@hubspot.com?

Thank you!

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New Contributor

It seems like Deal Email notifications are not working. I have tested checking the Deal Stage Update box and then moving a deal I own to a new Deal Stage. But I do not receive the email reliably. I've tested in FF and Chrome.

 

Thanks!

Matt

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HubSpot Employee

Hi Matt!

 

You won't receive a notification if you moved the deal to another stage. You will get notified if someone else moves a deal you own or follow to another stage. We consider that if you're the one moving the deal you don't need to be notified about it. 

 

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New Contributor

OK I see. Makes sense, but makes testing a challenge.

Thanks!

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New Contributor

Just set up a contact form with notifications going to myself. I then set up a workflow that would send a notification to myself when a user marked a certain checkbox on the form. I did this to ensure I'd receive a separate notification when the checkbox was selected. After testing, I find I only get one notification, not two as I hoped. HubSpot rep suggested I post here for help with this issue. Thanks.

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HubSpot Employee

Hi Armada, 

Do you know if the notification you received is a form submission notification? or a workflow internal notification?

 

There are 2 steps required to receive form submission notifications:

1) Set yourself as a notifier on the forms settings page, in the form editor

2) Enable form submission notifications on the notifications preferences page

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New Contributor

It appears that I'm getting the notification from the Settings tab in the form itself, not the workflow notification. I know this because the workflow notification has a unique message for those who select the checkbox. 

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HubSpot Employee

Have you enabled the custom automation notifications? It's under the "workflows" section.

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New Contributor

Yes - under Settings --> Notifications --> Workflows, I have "Custom notification from workflows tool" checked. Does HubSpot prevent two notifications being sent from the same contact form even though one is created via the form settings and the other via a workflow?

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HubSpot Employee

Are you also a recipient in the workflow set to receive this internal notification?

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New Contributor

Yes - I'm set to receive notifications both in the contact form setting and the workflow. I built the workflow to send me a notification only if someone selects the checkbox on the final question. When I tested this yesterday, I selected the checkbox and received only one notification which appeared to be coming from the contact form settings.

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New Contributor

Just a heads up.  I closed a chat conversation, and the prospect reopened it and replied.  This became an unassigned email notification, and several people received a notification who have no interest whatsoever in this chat conversation. 

 

Does the new design require every user to go in an opt out of these types of notifications?

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HubSpot Employee

@gtoyn currently, notifications work on a user basis, which means every user in the portal should customize their own notifications settings by going to the notifications preferences page. 

 

If they want to stop receiving unassigned conversations notifications, they should turn off that option on the notifications preferences page under the section "chat and email conversations". 

 

Hope this helps!

 

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