How To Add Birthday Field To Hubspot- Adding a Birthday Field to HubSpot helps to track the birthdays of the customers. This helps to send them personalized emails, greetings, offers, and much more. So in this article, you’ll get to know How To Add 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.
Hubspot is an online tool that mainly aims at helping a variety of businesses through automating market activities and lead generation and building up customer relationship management (CRM). Hubspot also offers training and consulting services and social media management.
Adding a birthday field to your HubSpot account can build up a strong relationship between customers, connect with them on social media and grow your business.
Total Time: 10 minutes
How to add Birthday fields on HubSpot properties
You can Add Birthday Field To Hubspot by logging in and using the account settings where you can edit and modify the name, email id, and contact number of your customers. Adding a Birthday Field will help to provide the best service to your customers. Birthday Field which will appear when people are signing up.
Let’s know here in step by step process on How to Add Birthday Field To HubSpot:
Step 1: First of all login into your HubSpot Admin account
Step 2: Then go to Contacts Settings
Step 3: Select the “+ Add Property” within the “Properties” section.
Step 4: Select the “Birthday” option
Step 5: Then select the property type as “Date & Time”
Step 6: Click on “Create Property”
Step 7: Then select “Date Picker” as a type of field.
Step 8: Finally, click on “Create”
Step 9: Now the “Birthday Property” is added.
Step 10:By clicking on it you can modify it or remove the field.
How to Add a birthday field to HubSpot default view
After knowing How To Add Birthday Field To Hubspot. Let’s know in HubSpot we can customize the fields displayed in the HubSpot left-side menu. Customizing the objects in the menu will help to see the birthday field in the default view. It’ll help to see the birthday records by default each time when you view the records.
The steps involved in How to Add a birthday field to HubSpot default view are as follows:
Step 1: Open your HubSpot, and log in to your admin account.
Step 2: Click on the “Settings” icon in the HubSpot dashboard.
Step 3: Then click on “Contacts”
Step 4: After that go to the “Record customization tab”
Step 5: Choose the properties for the default sidebar and select “edit”
Step 6: Using the search bar find out the “Birthday Field”
Step 7: You can also change its display position in the section and click on save.
Step 8: Now the Birthday Property is added to the default view on HubSpot.
How to make a HubSpot birthday list of contacts
We can make a list of HubSpot Birthday contacts just by simply using the options available in the account settings. Creating a list of HubSpot Birthday contacts helps to organize them easily and utilize them in your businesses.
Steps for How to make a HubSpot birthday list of contacts:
Step 1: First of all login into your HubSpot Admin account.
Step 1: Go to the contacts and select the Lists using the drop-down menu.
Step 2: From there create a List, and enter the name as “Birthday contacts”
Step 3: Click on “Create List”
Step 4: Add contacts (people) using the “Add Contacts” button.
Step 5: You can import the contacts or you can also add them manually. Step 6: Then save them.
Step 7: Finally, you’ll get the HubSpot birthday list of contacts.
Supply:
- Internet
Tools:
- Your phone
Materials: Software
FAQ
How to add a birthday field to HubSpot?
You can add a birthday field to HubSpot using simple steps like go to settings>contacts>add property> name property (birthday)>property type (date&time)>create property
How do I create a date in HubSpot?
You can create a Date in HubSpot by selecting the Automation and workflows. Settings>contacts>workflow type>choose type>select Date or contact date property.
How do you Create custom properties in HubSpot?
You can create a custom property in HubSpot, Login to HubSpot Admin Account>Go to navigation bar>select properties> select drop-down menu> select properties> create/edit property.
How many custom properties can be created in HubSpot?
You can create as many as 30 custom properties in HubSpot.
Can add custom fields to HubSpot?
Yes, you can add custom fields to HubSpot. Just log in to HubSpot, go to the navigation menu and select ‘properties’ and choose the drop-down menu objects and create custom fields.
How do I Create a custom filter on HubSpot?
To filter the objects on HubSpot select More Filters. Then search and select the properties you require and set criteria for selected properties. Click the apply filter.
What are properties in HubSpot?
Properties are the storage spaces that store details like your contacts, their email, telephone number, etc. There are automatic default properties available in Hubspot to store key information.
Is HubSpot Customisable?
Yes, you can customize the HubSpot depending on your business needs and plans, and team.
Does HubSpot have a sandbox?
Yes, HubSpot has a sandbox. One can access the sandbox by logging in to the HubSpot Admin Account Menu.
Can you create landing pages with HubSpot?
Yes, you can create custom landing pages with HubSpot which match your business.
Conclusion
In this article, we have learned so far about How to Add a Birthday Field To Hubspot. It’s the easiest way to create a birthday field in HubSpot. There are only a few simple steps to follow. Adding the birthday field to HubSpot helps the business grow and to build trust and relationship bonding with the customers.
So far in this article, we have seen how to add a Birthday Field to HubSpot, how to add a Birthday field to the default view in HubSpot, and also how to make a HubSpot birthday list of contacts.
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