Adding a Birthday Field to HubSpot is considered a best practice to increase your interaction with customers. Doing so helps you track your customers’ birthdays and send greetings to them on such occasions. We will show you in this article how to add a birthday field to HubSpot.
However, the default birthday you get on the platform is actually a text field. So, you might not want to use it in your business and other places. Users get the option to create a custom date property which you can add to your profile and use anywhere. Below we have covered a step-by-step guide that will help you add your birthday field to Hubspot much more quickly and easily.
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How To Add a Birthday Field To HubSpot
Here’s how you can add a birthday field:
Step 1: Launch Hubspot and login to your Hubspot account using your credentials.
Step 2: Tap Settings icon in the menu bar.
Step 3: Tap Properties option from the sidebar.
Step 4: Tap Create Property button.
Step 5: Now you’ll need to enter Object type, Group, and Label on the given fields. Once you’ve filled in these details, Tap Next button and proceed further.
Step 6: Tap Date Picker from Field type. Enter your correct date of birth in the Preview Field and then Tap Create button.
That’s All! You have now successfully added your birthday field.
Other Methods To Add a Birthday Field
On HubSpot, there are multiple ways of adding a birthday field to your HubSpot account.
Method 1: Add a Birthday Field Using HubSpot Import Tool
Step 1: First, you need to export your contact details from your current CRM system.
Step 2: Open the files in any Text Editor of your choice.
Step 3: Now, you need to add your birthday in the following manner. Add “birthday”: “YYYY-MM-DD” at the top of the file.
Step 4: Once you enter your correct date of birth, Save the file and then import it into Hubspot.
Method 2: Add a Birthday Field By Manually
If you wish to add the birthday field manually, you can do so by following these steps:
- On your Hubspot account, Head to contacts and Tap Contact Settings.
- Tap Create Custom Field button.
- Give a name to your custom field.
- Click Date option from the Field Type dropdown.
- Tap Create Field option to Save your new changes. After you create your custom field, go to the Contact Record, then scroll down to Custom section.
How To Add a Birthday Field To the HubSpot Form
Adding a birthday field helps you know about your other contacts. To add the same to your Hubspot form, you need to follow these steps:
- On your HubSpot account, first go to the Forms section.
- Tap the name of the form you wish to edit.
- Tap Fields tab from the side menu.
- Tap + Add Field and choose Birthday from the options you get in the dropdown.
- Change the setting and Tap Save button once you are done.
- Now you can see your birthday field in your HubSpot form.
How To Access and Update a Birthday Field In the Form Builder
Step 1: Launch HubSpot and login to your HubSpot account using your credentials.
Step 2: Tap Contacts from the side menu.
Step 3: Tap Forms and select the form you need to edit.
Step 4: Tap Add Field button in the Fields section.
Step 5: From the dropdown, Select Birthday and then Tap Next.
Note: Users can only add Birthday field to the forms connected to contact properties in the CRM of HubSpots’. If you are not using it, you may need to first create a custom contact property for birthdays.
Wrap Up
Here are all the different ways we learned to add a birthday field to your HubSpot:
- How To Add a Birthday Field To HubSpot
- Other Methods To Add a Birthday Field To HubSpot
- Method 1: Add by Using HubSpot Import Tool
- Method 2: By Manually
- How To Add a Birthday Field To the HubSpot Form
- How To Access and Update a Birthday Field In the Form Builder
So now you can easily add or change your Birthday using any method that suits you best.
