Notifications and exports

HumanListening lets you know when things happen - an import finishes, a survey raises a red flag, someone posts in an Action Connect project - and keeps your file exports in one place so you can download them when they’re ready.

• Notifications - see your alerts, open the related content, and mark them read or unread
• Notification preferences - choose which notifications you get, and whether they arrive in the Portal, by email, or by SMS
• Exports - download finished exports or find them in File Bank

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Notifications

Click Notifications in the header to open the Notifications page.

Reading your notifications

Each notification shows:

• Message - what happened. Unread notifications have a small dot next to them.
• Location - where it happened, shown as a clickable path. Click any part of it to go there.
• Date - when the notification was created

Click a notification to open the related content. This also marks the notification as read.

To see only the notifications you haven’t read yet, turn on Filter to Unread.

While something you started is still processing, the Notifications icon in the header shows a progress bar.

Managing notifications

To delete a single notification, hover over it and click Delete.

To update several notifications at once:

1. Select the notifications using the checkboxes
2. Choose an action from the floating menu:
   • Read - mark the selected notifications as read
   • Unread - mark the selected notifications as unread
   • Delete - remove the selected notifications

Click the X in the floating menu to cancel and clear your selection.

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Notification preferences

You can choose which notifications you get and how you get them - for everything, or for a single item.

Set your preferences for all notifications

1. Click your avatar in the top-right corner and select Notification preferences. You can also click Settings at the top of the Notifications page.
2. In the Notification Preferences dialog, find the notification type you want to change. Use the Category dropdown or the Search notification type box to narrow the list.
3. Tick or untick the channels for each notification type:
   • Platform - show it on the Notifications page in HumanListening
   • Email - send it to your email address
   • SMS - send it to your mobile
4. Click SAVE

Use the All Notifications row at the top to turn a channel on or off for every notification type at once.

Notification types are grouped into these categories:

• Data management - imports, exports, uploads and data processing
• Text & AI analysis - Text Explorer processing, auto reports, Focus Words models and transcriptions
• Surveys - survey backfills, red flags and volume alerts
• Collaboration & cases - Action Connect invites, posts, replies, files and overdue actions
• Content lifecycle & data retention
• Other

Not every notification type can be sent on every channel - if there’s no checkbox, that channel isn’t available for that type.

Subscribe to notifications for a single item

You can follow a specific survey, project or other item and get notified about it.

1. On portal home, hover over the item in the content table
2. Click More (⋮) and select Subscribe

You’ll see a message confirming you’re subscribed. To stop getting notifications about the item, open the More menu again and select Unsubscribe.

You can subscribe to items you own or have edit access to.

Choose how you’re notified about a single item

Once you’re subscribed to an item, you can fine-tune its notifications:

1. Hover over the item in the content table
2. Click More (⋮) and select Notification preferences
3. Tick or untick Platform, Email and SMS for each notification type
4. Click SAVE

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Exports

When you export data - for example from a data store or Data Explorer - the export is processed in the background. The Exports page is where you pick it up once it’s ready.

Click Exports in the header to open the Exports page. It shows the exports for the sub account you’re currently in.

Export details

Each export shows:

• Export ID - a unique number for the export. Quote it if you contact support.
• Filename - the name of the exported file
• Rows and Columns - how much data was exported
• Status - where the export is up to
• Date - when the export finished

Export status

• Queued - the export is waiting to start
• Running… - the export is being created
• Finished - the export is ready
• Failed - the export couldn’t be completed. Try exporting again, or contact support with the Export ID.

The page doesn’t update by itself. Click Refresh Page at the top to check for the latest status.

Download or find your export

Hover over a finished export to see its actions:

• Download - save the file to your computer. Shown for exports set up as a direct download.
• File Bank - open the File Bank folder where the export was saved. Shown for exports saved to File Bank.
• Delete - remove the export from the list. Click YES to confirm.

Download and File Bank aren’t available while an export is running or if it failed. You can’t delete an export while it’s running.

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Frequently asked questions

I’m getting too many emails. How do I turn them off?

Click your avatar, select Notification preferences, and untick Email for the notification types you don’t want emailed. Untick it on the All Notifications row to stop all notification emails. Click SAVE when you’re done.

My export says Failed. What should I do?

Try the export again. If it fails again, contact support from Help > Support and include the Export ID.

I can’t see my export on the Exports page.

Check that you’re in the same sub account you exported from - the Exports page only shows exports for the current sub account. Then click Refresh Page.

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