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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.
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!
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).
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.
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.
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)
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