Birthday/Anniversary Date Picker Customization

tholmes

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!

20 Replies
LindseySprake
New Contributor

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

azureart
New Contributor

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

AndyBauer
Occasional Contributor

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!

Wschutt
Occasional Contributor

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).

mark_nextgen
New Contributor

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

Kimberly
Regular Contributor

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

mariahbridges
New Contributor

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. 

louischausse1
Occasional Contributor

That would be helpful to manage workflows around renewal dates

 

(Create deal, send invoice, etc.)

robertwigfield
New Member

Need this to be done!

JoeDavies
Top Contributor | Gold Partner

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

Andyfordyce
New Contributor

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

willcervarich
New Contributor

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. 

meltmarketing
New Contributor

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

bhalferty
Occasional Contributor

100 times yes! Every company would benefit from this!

RoamingBoomers
New Contributor

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?

YWAM_Oxford
New Contributor

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)

Status updated to: Being Reviewed
jtremblay
HubSpot Product Team

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

larissam
New Contributor

Hi everyone,

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

charmcgov
Occasional Contributor

This is a great idea. We'd like to pull reports and celebrate our clients based on key anniversaries with us!!

ridingforlife
Top Contributor

Yes, this is needed!