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!

18 Kommentare
Mitwirkender/ Mitwirkende

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

Mitwirkender/ Mitwirkende

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

Berater/-in

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!

Berater/-in

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).

Mitwirkender/ Mitwirkende

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

Sachkundiger/ Sachkundige

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

Mitwirkender/ Mitwirkende

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. 

Berater/-in

That would be helpful to manage workflows around renewal dates

 

(Create deal, send invoice, etc.)

Neues Mitglied

Need this to be done!

Stratege/-in | Gold Solutions Partner
Stratege/-in | Gold Solutions Partner

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

Mitwirkender/ Mitwirkende

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

Mitwirkender/ Mitwirkende

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. 

Mitwirkender/ Mitwirkende

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

Berater/-in

100 times yes! Every company would benefit from this!

Mitwirkender/ Mitwirkende

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?

Mitwirkender/ Mitwirkende

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)

HubSpot-Produktteam
HubSpot-Produktteam
Status aktualisiert zu: 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

Mitwirkender/ Mitwirkende

Hi everyone,

I need to send emails about birthdays. I am waiting for this feature 🙂