HubSpot Ideas

asmeal12

Globally Manage Users Notification Preferences

[7/7/2022 Update]

 

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.

Learn More: https://knowledge.hubspot.com/settings/create-notification-profiles

 

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.

 

Thanks for your consideration!

HubSpot Updates
December 09, 2022 02:47 AM

@lverhagen Notification Profiles will soon be opened to Pro users as well. Stay tuned! 😀

April 09, 2021 07:22 AM

@CUrsu1 you are correct this feature will only be available to customers who have at least one Entreprise Hub.

If your customer has an Entreprise Growth Suite they can participate in the beta 🙂

April 08, 2021 05:42 AM

Hi folks!


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.)

 

Here is a walkthrough I recorded showing how to globally manage user notifications. 

 

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!

 

Thanks again!
Pearly

January 29, 2021 08:59 AM

Hello everyone!

 

I wanted to provide more clarification on the status of this project. 

 

The research stage is completed. We are now testing this feature with only few handpicked customers before we open it up in a public Beta.

 

Thank you!

October 01, 2020 05:56 AM

Hello everyone!

 

Thanks for your messages!

 

If you're an Enterprise customer and interested in testing out this feature, could you please email me back ASAP at pjawal@hubspot.com?

 

Thank you!

 

Best, 

Pearly 

April 30, 2020 05:43 AM

@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?

 

Thank you!

 

January 30, 2020 01:33 AM

Hello everyone, 

 

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 hope to hear from you!
Thank you!
Pearly

83 Replies
mwood5107
Member

Yes! Need this!

JenniferErena
Contributor

Strong agree!  

our sales team does not need to be bothered with notifications that do not apply to their role.

JacManeri
Member

We also really need this feature! It's creating so much confusion when our users get notifications.

CUrsu1
Contributor | Diamond Partner

This is long overdue. I have several clients who do not need to be bombarded with notifications that their contact has revisited the site or re-converted on a form. 

By allowing non-relevant notifications users will learn to ignore Hubspot notifications alltogether. 

HarborBecky
Member

Can't agree more. Asking our users to do this individually is rough, especially for those not so tech savy. 

JoeMayall
HubSpot Alumni

Hi folks!

 

I'm updating this to better reflect our development status.

 

Best,

Joe

Ideas Forum Manager

Cristian_A
Participant

What's the point of (yet) another research? Exactly 1 year ago your colleague, @Pearly, asked the same thing and today we're nowhere close to having this functionality available ... and that's not even considering that this thread has been opened since 2018. But hey...keep pumping up the software's price.

 

 

 

Pearly
HubSpot Product Team

Hello everyone!

 

I wanted to provide more clarification on the status of this project. 

 

The research stage is completed. We are now testing this feature with only few handpicked customers before we open it up in a public Beta.

 

Thank you!

CRichardson
Member

This would be a great idea, we have lots of internal users who currently get notifications that aren't relevant and its very difficult task to get every single one of them to update their own preferences.

nc_3manfactory
Contributor | Diamond Partner

@Pearly we have an Enterprise customer I was hoping to enter into the beta, I reached out to pjawal@hubspot.com 29.01.20 but never heard back? 😞

shaebert
Contributor

@nc_3manfactory , I reached out to pjawal@hubspot.com as well and never heard anything back. 

austinpostler
Participant

This is a pain point for us as well.  Due to restrictions on Teaming in Hubspot we assign multiple owners to a contact to ensure all relevant parties have access to the contact.  Our sales people have started to view Owner Assignement notifications as spammy but do not with to disable them for fear of missing a good opportuntity. Having the ability to control assignment notifications, such as restricting the notification to the 'Primary' contact owner, will cut down on some of the noise relieve some headaches for our sales team.

Bruno_Teixeira
Key Advisor | Diamond Partner

This would be a good feature.

Msyvrais
Key Advisor

++ with only 5% of our staff actually using Hubspot this would be absoloutly ideal to be able to manage this withour org!

I would love to be part of the beta if you need testers - im sure my colleagues would be forever greatful!

KSarpu
Member

...

FCQ
Member | Partner
Member | Partner

Yes, we absolutely need this. Any super admin user should be able to modify pretty much ANYTHING (user profiles, preferences, notifications, etc.) for EVERY user in the account. It is next to impossible working with large clients to ask each user (in our case mostly salespeople who are not always very tech savvy) to log into Hubspot and do it themselves. Very surprised this wasn't an existing feature from day 1!

jmacandrews
Participant

This! Not only should admins have the ability to set up notifications for each user, but they should also have the ability to complete the full portal set up.

 

Admins should be able to create contact/company/deal filters and apply them as defaults to certain user accounts (including pinning other relevant filters), as well as setting individual and global notifications. 

 

There should also be a function where when turning on a workflow that can prevent notifications without having to delete the notification action from the workflow and add it again after it's been turned on. 

jmacandrews
Participant

This! Not only should admins have the ability to set up notifications for each user, but they should also have the ability to complete the full portal set up.

 

Admins should be able to create contact/company/deal filters and apply them as defaults to certain user accounts (including pinning other relevant filters), as well as setting individual and global notifications. 

 

There should also be a function where when turning on a workflow that can prevent notifications without having to delete the notification action from the workflow and add it again after it's been turned on. 

reeskm
Member

Any progress on this?

 

For example, the boss wants his notifications disabled, and has directed us to do it. He's a busy guy, so why can't I as a Super Admin go in and do this for him? Telling him he has to login and change it himself is a pain, and I'll have to walk him through it.

BlueOcean
Participant

Please and thank you!