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

87 Replies
KHastings
HubSpot Employee

Agree that this would be a great feature for all subscriptions to have access to - not just Enterprise

lverhagen
Participant

I am highly dissapointed this feature is still only available for Enterprise users. Every user gets so many unnessecary, annoying notifications for them. About API keys, social media connections.. Completely spam to them. Also we don't use the contactowner notifications, only the deal notifications. But I can't turn it off for my users, and not all of them are that handy with the software. 

 

I think every Super User should be able to manage everything in the users preferences for their users, not just the ones that can afford Enterprise. 

NazzMohammad
HubSpot Product Team

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

TBishop65
Member

This doesn't really help. Notification Profiles can turn notifications ON for Preset user groups and roles, but cannot turn existing user settings OFF.

Everyone in the firm gets notifications for every conversion, including executives, who send emails asking who's following up with the lead. Everyone agrees it's too much, so they look to me to fix it so they're not notified every time.

 

As a Super Admin, I can't tell them they have to do it themselves. That's the wrong answer. They assume I don't know how to use HubSpot. This needs to be something I can turn OFF for every user, individually and by group. 

JenniferErena
Contributor

@TBishop65 , that is a good point.  There are users who need things done for them for the best outcome.  Also, it takes a LOT of time walking them through something they don't want to manage or will not remember next time. 

TBishop65
Member

@JenniferErena the good news is I found a way around it by editing each form, where notifications can be removed under the "Options" tab, however those users will still get notifications from everything else.

bcf
Participant

Yes this would be great as being the admin of the sofware.

I shouldn't have to rely on the users to add or change settings in Hubspot