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 Kommentare
Samson88
Mitglied

100% behind this. Fed up of wasting time explaining different notification settings for each user / team and making sure they've actually set them up correctly. Global notification settings by team would be super useful!

sarahcocos
Teilnehmer/-in

We are experiencing the same headache and are hoping testing will begin soon for some product updates that allow admin and super admin to update permissions and notifications globally across all teams and users. This would be a HUGE time saver for our team and keep us from spending time answering random one-off questions about irrelevant notifications. Thanks! 

krincon
Mitglied

How is this not a feature yet?  I have to delay a huge integration with our new CRM because our field org will be bombarded with Hubspot lead assignment alerts that I, as a superadmin, cannot turn off globally while the systems sync. 

raffa_gaia
Mitglied

Please do this!!

WebMechanix-CB
Teilnehmer/-in | Diamond Partner

Just throwing a little more gasoline on the fire here 🙂

 

Can we get an ETA on this feature, Hubspot?

 

When clients have multiple systems sending notifications (WordPress, Hubspot, Salesforce), it becomes ever more critical to control how much noise we're dumping on our teams. 

 

Especially with sales teams - it's not efficient to have inconsistent notifications delivered.

 

Asking dozens (if not hundreds) of sales reps to individually go in and update their settings introduces a significant amount of human error. Admins should be able to set a default notification process that reps can then alter if they'd like.

sarahcocos
Teilnehmer/-in

Flagging this issue again, as HubSpot continues to send all users emails and just sent one this AM with 'Action required' in the subject that is causing mass confusion and additional work on our team's part.

We need a way to globally turn off these notifications asap and have super admin capabilities for all user settings. 

Cristian_A
Teilnehmer/-in

+20000 on the urgency scale. Can you guys prioritize this? It starts to become a real drag on the operations side of things.

sarahtolson
Mitglied

Definitely agree this is needed within the system as despite multiple reminders from the admins, our users don't set their notification settings etc. correctly and this then leads to a lot of time spent contacting support for solutions and/or screensharing at our own end to try and rectify the issues.

 

Hubspot, please please add this to the urgent development list so that superadmins like myself can amend settings globally in future, as needed.

 

thanks

kkbockin
Teilnehmer/-in

Just jumping on this bandwagon. Working on a HubSpot/Salesforce integration and NEED to control the amount of notifications users could be bombarded with. Most of our sales team is unfamiliar with HubSpot and would be really confused by the notifications, which should come from Salesforce ONLY.

ckindler
Teilnehmer/-in

ABSOLUTELY - it's good to give users a chance to customize to their preferences - BUT their preferences take a back seat to the needs of the business and maximizing business efficientcy!!

 

We just want to MAKE SURE THEY GOT THE NOTICE!!!!!! LOL

 

 

Please Hubspot!!!  🙂

 

Thank you all!!!

dmaxwell
Mitwirkender/Mitwirkende | Partner

Like to see this functionality, at least at a team level if nothing else so that Teams of users can be configured consistently.

 

 

Pearly
HubSpot-Produktteam

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 

hannahflat
Mitwirkender/Mitwirkende

Agree this is necessary! Even though it's a small task to ask our sales agents to do, a task like this would be at the bottom of their to do list and might never get done. The ability for a super admin to update notification settings for all users would make everything much easier and the admin can ensure that everyone is receiving notifications when they should be. 

shaebert
Mitwirkender/Mitwirkende

Agreed. 

shaebert
Mitwirkender/Mitwirkende

Agreed

nc_3manfactory
Mitwirkender/Mitwirkende | Diamond Partner

Absolutely see the value in this and additionally as a partner being able to set notifications across all the portals we are active on would save so much time.

Pearly
HubSpot-Produktteam

Hi everyone,

 

I'd like to thank you all for taking the time to submit, vote and comment on this Idea.

My name is Pearly, and I’m the Product Manager for HubSpot’s Notifications.

 

I'm happy to announce that this feature is now in alpha stage.

 

We are planning to roll out a private Beta to Entreprise portals in a few months.

 

We’ll be sure to update you here and on our Product Updates blog as soon as this feature is Delivered.

 

Thanks,

Pearly

rsbarry
Teilnehmer/-in

Agreed.  This seems like such a basic "table stakes" item.  You can use workflows to handle a lot of the notifications, but the native notifications work so much better for things like website visits, where you can NOT create a workflow based on website visits themsevles, but instead it only allows for "last page seen" or "first page seen" as workarounds which is dissapointing because the data is there, just not utilized, especially from a sales process perspective. 

 

Hard to belive this has only gotten 85 upvotes in a 2 year timeframe. 

RM-HS
Teilnehmer/-in

Amazing this is not yet available. Just set up a new chatflow for my website and now all HS users receive an email when a chat is submitted. Pretty annoying and unwanted.

dmaxwell
Mitwirkender/Mitwirkende | Partner

Agreed with above and is one of the reasons we are hesitant to turn on new functionality as unwanted notifications across the team is an impediment.