How to add a birthday field to hubspot

The default contact birthday property in HubSpot is a text field (not a date), so it can't be used properly in Workflows and other tools. However, you can create a custom date property and use it anywhere within the system.


In this article, you will find a step-by-step guide on how to operate with a date-centric Birthday property in HubSpot.

How to create a date property in HubSpot

  • Open your HubSpot account and click the settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Properties.
  • Navigate to the Select an object dropdown menu and click Contact properties.
  • Click Create property.
  • Fill in Object type, Group, and Label and click Next.
    create new property
  • Define the field’s type as Date picker and click Create.
    date picker

You have successfully created a custom Date property.

Add a birthday field the default view

In HubSpot, you can customize fields displayed in the left-side menu of objects.

You can add the Birthday field to the default view, so you will see it each time you open the record.

  • Open your HubSpot account and click the settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Object => Contacts.
  • Go to the Record customization tab, click Choose properties for default sidebar and the click Edit.
    record customization
  • Use the search bar to look for the Birthday field.
  • If necessary, change its position within the section and click Save.

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

left sidebar

Create a Center on date workflow

One of the use cases for the Birthday field is sending automated emails with greetings. The logic is simple: HubSpot checks the current date, and if it matches with a property value, the system performs any action (i.e. Send an email).

  • Navigate to Workflows and click Create workflow.
  • Click Start from scratch (1) and select Contact-based (2).
  • Click Contact date property (3) and select Birthday (4).

worflow initial setup

 

  • On the Workflow page, set up a Delay of your choice (1). It indicates when the workflow is going to perform an action.
  • Click a plus icon to add an action (2) and set up one of the options (3). As we are going to send a Happy Birthday email, we select Send an email. Select one of the automated emails and click Save.
    worflow details
  • Click Review and publish to review your workflow settings.
  • Set up the Re-enrollment criteria, so the contact will re-enroll in the workflow multiple times (i.e. multiple years).
    re-enrollment
  • Click Turn on.

Now on each birthday, the contact will receive a Happy Birthday email.

Recent posts

Insider

Resonate becomes Hubspot Diamond Partner

Today, Resonate has announced that it has achieved Diamond status within HubSpot Solutions Partner Progr...

Insider

Resonate becomes Hubspot Platinum Solution Partner

Today, Resonate announced that it has achieved Platinum status within Hubspot Solutions Partner Program.

CRM

5 Best Replacements for Salesforce IQ

After last year's announcement made by Salesforce.com that SalesforceIQ wouldn’t support GDPR, it became...