Support rep posting on behalf of a customer:
It would be helpful if there were a way to use a list to filter contacts who have a birthday on a given day of the year. Currently, the logic operates with a year, so the date doesn’t work as needed.
This would be a great idea. It’s already mentioned a few times.
https://community.hubspot.com/t5/CRM/Recurring-Birthdays-in-Contact-List/m-p/437044#M126745
https://community.hubspot.com/t5/CRM/Sort-by-Upcoming-Birthday/m-p/420561#M125797
It is still a issue as of today, 2023. We cannot filter the customers by their month of birth.
As of 4/25 of 2023, the process to be able to generate a report that shows which clients have a birthday in the current month requires custom properties to be generated, workarounds to be devised, the usage of zapier or other development resources, or periodic manual updates by a Hubspot architect/user. I have the data, the data is easily readable and it is consistent across the enterprise. Why is it so hard to just get a list that shows me who has a birthday in April?
It is crazy to me that a CRM solution doesn’t have this feature out of the box. Filter for upcoming birthdays or for birthdays in a certain month! We are talking about AI when we don’t even have this most basic feature in place?
Hi @jfreeley and everyone,
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
Hi everyone! My name is Hallie, and I’m a Program Manager on the CXM Team here at HubSpot. We are marking this as Delivered because this should now be live in the lists tool. You can read more about this feature in this comment here as well as in our KB. Hope this helps 