Since this post has continued to receive upvotes and comments, I wanted to take a moment to update my original post to clarify this is now live for Enterprise users.
If any HubSpot admins reading this need guidance & best practices around other operational aspects of HubSpot, feel free to reach out www.growth-operations.com
Hi Team!
I understand the "profile & preferences" area within HubSpot is meant to be user-specific, meaning someone logged in to a HubSpot account as a user would be able to manage their personal preferences without alterting those of a team member.
That said - I think there is an opportunity to give admins / super admins control over their team and/or all users within an account, so they can ensure all team members are receiving key notifications to the places they need to receive them (and on the flip side, that there isn't too much noise from irrelevant notifications). The idea here is to give certain people within an account the permission necessary to make global changes to all users / groups of users to ensure everyone is receiving the notifications they need, without each user having to manually manage their own preferences.
I’m Pearly, the Product Manager for HubSpot’s notifications tool. I'd like to thank you all for taking the time to submit, vote and comment on this Idea. Thanks to your feedback, the feature is now In Beta! (To gain access to this beta, please contact your HubSpot point-of-contact, whether that’s a CSM or HubSpot Support.)
We’d love your feedback to help us improve and grow, so please continue to leave comments on this thread. We’ll be sure to notify you here when this feature is Delivered, so stay tuned!
@eleporati and @ktfritchen if you're interested to participate in our upcoming research regarding this feature, could you please reach out to me on pjawal@hubspot.com?
My name is Pearly, and I'm the Product Manager for Notifications at HubSpot.
I'm writing to ask whether any of you would be willing to participate in a paid study that I'm running starting from this week.
We are interested in talking with account administrators to better understand their experiences working with notifications and setting them up for their teams. Your feedback will help us determine how best to serve HubSpot account admins when it comes to things like setting up notification settings and preferences.
If you're interested, please feel free to book some time here.
The research call for this paid study:
Will be approximately 40 minutes in duration
Will be conducted remotely via Zoom video call
What to expect:
You don't need to prepare anything!
I'll simply be asking you some open-ended questions to learn about your experience.
Thank you gift: You'll receive a $50 US or International digital gift card from Rybbon, which works like a prepaid credit card.
If you have any questions, comments, or concerns, please don't hesitate to contact me directly. I'm happy to help! Finally, if this study is of interest to you, but you're unable to schedule time for next week, please do let me know and I'll find a way to accommodate your schedule at a future time.
Yes.. totally agree with the theme of this suggestion... too many preferences are set user by user... without an option for admin to globally set (takes burden off users and gives consistent roll-out for admin)/
As admin it is important to be able to make sure the correct users see the correct info (i.e permissions /sharing) and also receive the right notifcations (eg.. bombarded by system notifications unless the 'user' turns them off, if record housekeping is being done on ownership).
The notification email for record assignment could also be more informative (or option to customise 🙂 )
Also, at the moment there is not enough flexibility to control views to users to roll out from admin.
Addressing admin setttings/ configurations options would be a strong step forward to bring HubSpot, from the 'CRM' side of things close to other CRM specialists (eg Dynamics)
A few points there... but all revolve around permissions and ability to customise.
Admins need the ability to globally control which notifications all users (especially Sales users) receive.
Use Case: We have 100+ sellers and are going through a massive Company re-assignment project.
Currently, every time a Company is reassigned in SFDC, and email alert automatically goes out to the new Owner (unless they have individually adjusted their notification settings).
This creates confusion and unnecessary work for our sellers who need to be focused on selling, not cleaning out their inbox.
This would be so hlepful! We are constantly trying to clean and organize our contacts so individual notifications on all the assignment changes is not really an option. Exporting and reimporting everything is incredibly tedious!
I'm kind of shocked this isn't a thing yet. Especially when we're adding large sales teams - and we need consistency across the board - it's a lot to have them all have to individually set this up. It should be something that can be done on an admin level in order for us to compete with other CRMs out there.
My name is Pearly, and I'm the Product Manager for Notifications at HubSpot.
I'm writing to ask whether any of you would be willing to participate in a paid study that I'm running starting from this week.
We are interested in talking with account administrators to better understand their experiences working with notifications and setting them up for their teams. Your feedback will help us determine how best to serve HubSpot account admins when it comes to things like setting up notification settings and preferences.
If you're interested, please feel free to book some time here.
The research call for this paid study:
Will be approximately 40 minutes in duration
Will be conducted remotely via Zoom video call
What to expect:
You don't need to prepare anything!
I'll simply be asking you some open-ended questions to learn about your experience.
Thank you gift: You'll receive a $50 US or International digital gift card from Rybbon, which works like a prepaid credit card.
If you have any questions, comments, or concerns, please don't hesitate to contact me directly. I'm happy to help! Finally, if this study is of interest to you, but you're unable to schedule time for next week, please do let me know and I'll find a way to accommodate your schedule at a future time.
I absolutely agree. This seems like a ridiculous oversight. My reps are currently getting double notifications out of Salesforce and HubSpot. Now I need to drop what I'm doing and put together info on how they need to log in and set these preferences themselves. Not only do I need to spend time on this as a marketing team of one, but now my reps need to do this instead of working on developing pipeline and closing deals. It's very obnoxious.
I agree--Super Admins should have the ability to update user or team notifications. Consistency is key with managing groups of people, especially when you're trying to motivate people to accomplish specific tasks.
@eleporati and @ktfritchen if you're interested to participate in our upcoming research regarding this feature, could you please reach out to me on pjawal@hubspot.com?
Agree - this is probably my biggest bugbear with the entire system. Trying to roll this out and keep things consitent across 4 different office for me has been an impossible task.
I think HubSpot doesn't really undertstand how your average sales person works. Getting mine all on board with HS and tracking emails was hard enough - to get them going into their settings and changing them to be consistent is pretty much impossible. An admin needs to be able to have a master control over all accounts.
Our marketing team has recently started using Facebook messenger in Hubspot and now i face the painful task of trying to explain to the other 20+ people who use Hubspot that they dont need to worry about the notifications and then how to go about turning off the notifications
If i was able to from the get go assign who does and does not need to receive these notifications it would make the set up process a lot more smooth
We have a team of nearly 100 users (and growing) so requesting all users fall in line and make the same changes can be a daunting task, and often leads to countless reminder emails. Global settings would be extremely advantageous for us to make the change to the entire organization without having our members worrying about what we'd consider admin functions.
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