HubSpot is a software provider that offers expert tools for managing business operations across the globe. The customer relationship management (CRM) systems, ROI, lead management, and social media kit are just a few of the useful tools available on this platform. Additionally, HubSpot offers free consulting services and courses to show users how to increase progress and ROI.
This article will cover how to add a birthday field to HubSpot so that you can send your customers greetings, personalized emails, and e-cards. We covered some relevant FAQs that may solve your query or if you have any confusion, so keep reading to learn the answer.
6 Steps To Add Birthday Field In HubSpot
Giving HubSpot a birthday field can help you remember your clients' birthdays and send them special messages on their special days, which shouldn't come as a surprise. You must learn how to add the Birthday field to Hubspot to do this. You simply need to complete each of the steps listed below.
Step 1: Just log in to your HubSpot account.
You must enter your username and password here. You will see the dashboard after logging in.
Step 2: Just head over to the setting icon on top of the page and click on it you can see the red arrow pointing at it.
Step 3: On the left side of the page just scroll down a little bit you will see an option called, "Data Management" you then click on "Properties" beneath it.
Step 4: Just go ahead and click on create a new property for a specific field, when you look at the screenshot you can see that the arrow pointing at it.
Step 5: Here you will give your basic information and click on the next button to move to the next page.
After that, you should create the property in accordance with your preferences:
- Contact as select objective type
- Contact information selected as a group
- Choose "Birthday Date" as the Label
- Give a description if you want
Step 6: Choose the "Date Picker" field type and then tap "Create."
So the above description speaks on how to add a birthday field to HubSpot. Now we will move ahead to see how to do the related queries and it will definitely solve your problem if you fall into that in case.
Also, if you still don't get it very well you can also watch this video below.
How Can I Add a Birthday Field to My HubSpot Profile?
You have set up a birthday field for your HubSpot profile using the instructions above. How do you go about adding your date of birth to your contacts? You only need to take a few simple steps:
- Log in to your account at HubSpot.com.
- Then you need to select Settings from the User Profile menu.
- You must choose the profile and add a customized birthday field in the settings.
- Click on the birthday entry in the profile section.
- Enter your birthday in the last field after typing it.
Related Post:
How to Use HubSpot to Send Automated Birthday Emails?
HubSpot has a useful feature called the birthday field. You only need to set it once, and then all greeting emails are sent automatically, saving you time. How incredible! By doing this, the company keeps its relationship with its clients. Then you should continue with it after upgrading your HubSpot marketing and hiring a marketing hub professional. You must stay true to these easy steps:
- To begin, sign into your HubSpot account and choose the automation option.
- Next, select the workflow option.
- You should now create a new workflow.
- You are starting from scratch because you are doing something new.
- Following that, you have to choose contacts based
- You must now select the contact date property's birthday option by clicking.
- Now configure Delay on the workflow page. Simply set the time for the system to carry out the activity.
- The next step is to select an action and send an email by clicking the plus (+) sign.
- Your new workflow will now be reviewed and published.
- You must enable the re-enrollment for the system to carry out this function annually and send your customer an email birthday greeting.
Read about:
Why is Adding a Birthday Field in HubSpot Important?
HubSpot is a useful marketing platform that offers a variety of marketing features and functionalities. One of the main benefits is that you can email your customers and clients happy birthdays. Well, it's the best way to keep up with client relationships.
By purchasing a HubSpot membership, you can completely automate the process as well.
Read about:
Why Was My Birth Date Not Listed In The Settings For My HubSpot Account?
Customers are not required to enter their birthdates when opening an account with HubSpot. You have to enter their birthday manually when you click on edit profile.
You must, however, look through your spam folders and the email that contains your birthday information. If you can't find anything, you must get in touch with HubSpot customer service.
Conclusion
Adding a birthday field to your HubSpot account is now simple. Simply follow the steps above to create a customized birthday field. You can keep up a good rapport with your clients by doing this. Your customers will also receive birthday wishes via email on a specific date each year after you set it up once.
We believe we have now adequately addressed your request for information on how to add a birthday field to Hubspot.
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