How To Add A Birthday Field To Hubspot

How To Add A Birthday Field To Hubspot-twoleftsticks(1)

How To Add A Birthday Field To Hubspot

What is Hubspot?

HubSpot is a company established in the United States that develops and markets software tools for inbound marketing, sales, and customer care. In 2006, Brian Halligan and Dharmesh Shah established HubSpot as an online marketing and collaboration tool.

The goods and services offered by this business are intended to furnish customers with instruments for handling customer relations management, live chat with customers, content management, search engine optimization, lead creation, social media marketing, web analytics, and more. Customer relationship management is one of the areas in which HubSpot can be utilized. The birthdate information can be added to the attributes of contacts. This enables you to keep track of your clients’ birthdays and wishes them a happy one when appropriate.

You can include a birthdate field thanks to HubSpot. You will be able to keep tabs on anniversaries and birthdays. It also allows you to personalize how you communicate with your contacts. If you haven’t done so previously, give it a shot!

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How To Add A Birthday Field To HubSpot Properties 

Navigate to the Contacts > Settings menu item.

In the “Properties” area, locate the “+ Add property” button.

Choose “Birthday” as the property, and then pick “Date and time” as the property type. Select the “Create a property” option.

There will now be an additional birthdate property added to the list. To make changes to or eliminate a property, you can use the symbol below its name.

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How to make a HubSpot birthday contact list

After successfully logging in, navigate to the Contacts tab in your HubSpot account.

Choose Lists from the options available in the dropdown menu.

Select the “Create List” button in the upper right corner to start a new list.

Click the Create List button after giving the list a name, such as “Birthday Contacts,” and then select the name from the dropdown menu.

If you select the Add contacts button, you’ll have the option to include other persons on your contact list. There are two ways to add contacts: manually or by importing them from an existing file.

When you have finished adding all your contacts, click the Save button in the upper right corner of the screen.

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How Do I Add A Birthday Field To An Existing Contact Form In HubSpot? 

Adding a birthday field to an existing HubSpot contact form is simple.

Take note of these important directions:

  1. Navigate to the contact form on HubSpot.

2. Navigate to the top of the page and select the “Forms” tab.

  1. Make sure you click the box that says “Add New Form.”
  2. Within the “Form Type” dropdown menu, choose “Contact Form.”
  3. In the area labeled “Form fields,” click the “+” button that is located next to the “Birthday” field.
  4. Within the provided text box, type in your date of birth and then click the OK button.

A new field choice for your date of birth should be displayed in the ‘post-submission actions’ section of the contact form settings page.

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HubSpot Birthday Email Templates 

In HubSpot, click the Contacts tab and add a birthday field to the contact.

Scroll to the bottom of the contact’s profile and click Add field.

Click Save and select Birthday from the available fields.

Once you have added the birthday field, you can create an email template containing this information. Go to Marketing > Email templates and click Create a template.

You can give the template a name and choose whether it will be a text or HTML email. You can add images, links, and other formatting options in HTML.

Add the following connection tag to the body of the email: contact. Birthday This will add the contact’s Birthday to the email when it is sent.

Mellisa Richards

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