Birthday/Anniversary Date Picker Customization

Currently, when using a date field in Workflows or Lists, it is impossible to ignore the year for annually recurring events (such as a birthday or anniversary). This leads to problems when wanting a create a list of contacts with birthdays within the next # days because HubSpot will only look into the next # days of the current year. If we were able to insert a wildcard for the year or only choose month and day, that would solve the issue.

 

Thank you!

17 Comentarios
Nuevo colaborador

This would be sooo useful! Please can this be looked into. Thank you.

Nuevo colaborador

Same problem here. We would love to keep the birthdates of clients inside. But getting the year of them is horrible!!!

Colaborador ocasional

YES!!! We are switching over from another CRM system and running a monthly birthday list of clients appears to be a basic function that appears to be extremely difficult and cumbersome to achieve in HubSpot!

Colaborador ocasional

Creating a birthday field is also extremely tedious in Hubspot, as you need to scroll through every month to go back each year. The date selector should allow you to select a day, month, and year without having to do this. We'd like for it to be a dropdown, and need to be able to use the data (so it should be something more than a simple text field).

Nuevo colaborador

This should be a standard for CRM, hopefully Hubspot can make it happen

Colaborador habitual

Yes!! My team needs this, as this is something that currently takes a lot of work, and it should easy.

Nuevo colaborador

We need this feature ASAP - being able to thank our customers for their birthday/anniversary month is low hanging fruit for customer service. Please bring some attention to this feature and let us know when it is live. 

Colaborador ocasional

That would be helpful to manage workflows around renewal dates

 

(Create deal, send invoice, etc.)

Nuevo miembro

Need this to be done!

Colaborador destacado | Partner nivel Gold
Colaborador destacado | Partner nivel Gold

Yes! We constantly have contacts submitting their birthday as the current year!

Nuevo colaborador

This needs to happen!! There are so many use cases where a marketing/CRM tool would need this feature and it seems easy to implement

Nuevo colaborador

Agreed! Date Picker needs to have an option to exclude year so it's just MM-DD format. We're switching off Mailchimp where this was basic and simple functionality. 

Nuevo colaborador

I would get a lot of value out of this feature as well! 

Colaborador ocasional

100 times yes! Every company would benefit from this!

Nuevo colaborador

Dear Hubspot,

 

Please fix the birthdate tool.  It is difficult to use, our clients and readers are complaining.  This should be a quick and easy fix.  Right?

Nuevo colaborador

We agree that there should be an option to choose just month & day for date picker properties or an option to exclude year within date centered propety workflows!

 

At the moment, although a bit inconvenient, the solution we have settled on is having a custom date picker DOB property to store contacts' actual birthday, and in addition, we have a custom date picker "Birthday" property where we choose a contact's birth month & day, but with the current year.

That way we can still know their actual DOB, but set up workflows to properly send birthday emails and whatnot.

(The additional "Birthday" property does have to be manually updated each time)

Equipo de producto de HubSpot
Equipo de producto de HubSpot
Estado actualizado a: Being Reviewed

Hi Everyone,

 

I'm Jesse Tremblay, Product Manager for our Automation products here at HubSpot. Thanks for all of your feedback on this thread.

 

While we don't currently have anything planned here, we are going to be reviewing this idea. We will update this thread as we learn more.

 

Best,

Jesse