topic Re: Filter Doesn't Work in Sales Hub Tools

Filter Doesn't Work

rezanursidiq — Mon, 16 Jan 2023 10:26:27 GMT

Hello,
I have a problem related to filter tool.
I've created a custom property named "Birthday Date" for my contacts. However, when I use the filter based on Birthday Date and choose the "this week" option, it shows nothing.
I don't have any idea why this happens. Can you all give me a solution?

Re: Filter Doesn't Work

karstenkoehler — Mon, 16 Jan 2023 10:30:53 GMT

Hi @rezanursidiq,

From what you're describing, this probably isn't working because the birthday is not actually next week. It's years ago, in the actual birthyear. For example, if you're filtering for upcoming birthdays, someone with 30/1/1970 would not show up. Only someone with 30/1/2023. (This person isn't born yet.)

Out of the box, HubSpot does not have any settings or configuration to see upcoming birthdays. I've shared a workaround to this in an earlier thread: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/View-Upcoming-Birthdays/td-p/724444

As far as workarounds go, I see the following:

Create a custom contact dropdown select property with options for each day of the year. (Use the 'Load options' > 'Paste in your own options' feature to not have to type in each date but copy and paste month and day of the year from Excel, I'd recommend a format like 06-01 for June 1st, for example.)

Here's where the workaround options branch out.

If a manual solution is fine, then make it your habit to select the correct birthday from this dropdown whenever get a new contact.

If it's okay for this information to be up to date daily, you could also export your contacts in regular intervals, format the birthday according to the format above and re-import contacts to populate the dropdown property.

If you want an automated solution but do not have custom code actions (see below), you could explore the integration with Zapier and Google Sheets. New contacts with a known birthday could sync to Google Sheets via Zapier. You could use a formulara to format the birthday from the full date format into the format I suggested above and sync this information back to HubSpot into the dropdown property.

If you have access to a developer, they could develop an app based on the HubSpot API to take care of this.

With Operations Hub Professional, a developer could create a custom code action which takes care of step 3.2. above directly in HubSpot.

With this dropdown, you can now manually filter which contacts have a birthday in the upcoming week. Unfortunately not with the regular rolling date filters, however. Alternatively, you could use Zapier / custom code actions to 'translate' the birthday into a date value of the current year (e.g. turn 1/1/1970 into 1/1/2023), using a custom date property instead of a dropdown select. That way you could use regular date filters.

I 100% agree that this should be easier. For now, that's how I would approach this. Other users have already requested better features from the product team here: https://community.hubspot.com/t5/HubSpot-Ideas/List-logic-for-birthdays/idi-p/437941

I'd recommend upvoting and commenting. The product team reviews these requests based on their popularity.

You can help others find this request and the workaround more easily by accepting my reply as a solution. I'd appreciate it!

Best regards!

Re: Filter Doesn't Work

karstenkoehler — Tue, 11 Feb 2025 05:25:25 GMT

Hi @rezanursidiq,

Good news, there is a new product update which solves this now:

Lists | Workflows

Anniversary Filters

February 10, 2025

What is it?
Customers can now create filters for recurring events, such as birthdays and anniversaries, using date properties that do not require a specific year.

Why does it matter?
Previously, filtering by anniversary dates was complex. Customers often had to create a calculated property for the necessary date, serving as a workaround to identify anniversaries or birthdays.

This method was cumbersome, did not scale effectively with changes in date properties, and frequently resulted in errors. As a result, the ability to create anniversary date filters directly simplifies the process, making it both efficient and user-friendly.

How does it work?
Previously, generating a list to email contacts about subscription renewals after one year of using your product or service was not feasible.

Now, with anniversary filters, you can effortlessly create these lists by selecting your date property, choosing the appropriate operator, and selecting either "exact anniversary date" or "relative date anniversary" based on the chosen operator.

Note: The available operators that support anniversaries are "is between," "is not between," and "is less than X days ago/from now."

When you select the "is between" operator and apply the "exact anniversary date" filter, here's what you can expect your resulting list to include:

For example, if the anniversary date of joining falls between January 1st and March 31st, the resulting list will consist of all contacts whose joining date is within this range for any year up to and including the current year. Both January 1st and March 31st are included in the results

Note: All results will contain records with dates of February 29th if present (only if February 28th is present) agnostic of whether the current year is a leap year or not.

Who gets it?

All hubs and tiers

You can find this beta under Settings > Product updates.

Best regards