How to add birthday field to hubspot – The default contact birthday property in HubSpot is a text field, so it can’t be used true to form in Workflows and various gadgets. In any case, you can make a custom date property and use it wherever inside the system.
In this article, you will find a one small step at a time guide on the most capable strategy to work with a date-driven Birthday property in HubSpot.
The best technique for how to add birthday field to hubspot
- Open your HubSpot record and snap the settings image in the essential course bar.
- In the left sidebar menu, investigate to Properties.
- Investigate to the Select a thing dropdown menu and snap Contact properties.
- Click Create property.
- Fill in Object type, Group, and Label and snap Next.
- You have successfully made a custom Date property.
Add a birthday field the default view
- Open your HubSpot record and snap the settings image in the chief course bar.
- In the left sidebar menu, investigate to Object => Contacts.
- Go to the Record customization tab, click Choose properties for default sidebar and the snap Edit.
- Use the request bar to look for the Birthday field.
- In the event that fundamental, change what is going on inside the part and snap Save.
You have actually added one more Birthday property to your contact’s default screen.
Make a Center on date work process
One of the use cases for the Birthday field is sending automated messages with great greetings. The reasoning is clear: HubSpot truly takes a gander at the continuous date, and if it facilitates with a property assessment, the system plays out any action
- Investigate to Workflows and snap Create work process
- Click Start without any planning
- select Contact-based
- Click Contact date property
- Select Birthday
- On the Workflow page, set up a Delay of your choice
- It shows when the work interaction will play out a movement.
- Click at least an image to add an action
- Set up one of the decisions
- As we will send a Happy Birthday email, we select Send an email. Select one of the motorized messages and snap Save.
- Click Review and disperse to review your work interaction settings.
- Set up the Re-selection measures, so the contact will re-pursue the work cycle on different events