HOW TO ADD A BIRTHDAY FIELD TO HHUBSPOT

How To Add A Birthday Field To Hubspot (Best Way)

Do you want to know how to add a birthday field to Hubspot? if so, then keep reading!

The default birthday property for contacts in HubSpot is a text field (not a date), so it won’t work correctly in workflows and other tools.

However, you can create custom date properties and use them anywhere in your system.

This article provides step-by-step instructions on how to handle date-centric birthday properties in HubSpot.

How To Add A Birthday Field To Hubspot: Creating Date Property

Open your HubSpot account and click the Settings icon in the main navigation bar.

Go to Properties in the left sidebar menu.

Go to the Select-Object dropdown menu and click Contact Properties.

Click Create Property.

Enter the Object Type, Group, and Description and click Next.

How To Add A Birthday Field To Hubspot

Define the field type as Date Picker and click Create.

How To Add A Birthday Field To Hubspot: Field Type

You have successfully created a custom Date property.

How To Add A Birthday Field To Hubspot: Adding a birthday field to the default view

HubSpot allows you to customize the fields that appear in the left menu for objects.

You can add the date of birth field to your default view so that it appears every time you open a record.

Open your HubSpot account and click the Settings icon in the main navigation bar.

From the left sidebar menu.

Go to Objects => Contacts.

Go to the Customize Records tab, click Select Default Sidebar Properties, then click Edit.

Hubspot sidebar menu

Use the search bar to search for the Date of Birth field.

Change the position within the section as desired and click Save.

You have successfully added a new birthday property to your contact’s default screen.

How To Add A Birthday Field To Hubspot: Creating a Center date workflow

One use case for the birthday field is to automatically send an email with a greeting.

The logic is simple:

HubSpot will check the current date and if it matches the property value, the system will take any action (such as sending an email).

Go to Workflows and click Create Workflow.

  • Click Start from Scratch (1) and select Contact Based (2).
  • Click the Contact Date (3) property and select Birthday (4).
HubSpot create workflow  to add a birthda field

1. On the Workflow page, set the selected delay

This indicates when the workflow should perform an action.

2. Click the plus icon to add an action

3. Set one of the options (3).

We will send a Happy Birthday email, so select Send an email.

Select one of your automated emails and click Save.

Happy birthday email using Hubspot: 
how to add a birthday field

Click Review & Publish to review your workflow settings.

Set your re-entry criteria so that contacts are re-introduced into your workflow multiple times (that is, multiple years).

Hubspot reviewing before turning birthday field enrollment on

Click Turn On.

The contact will now receive a happy birthday email for each birthday.

Also, check out the best email marketing services of 2022 compared

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