We use several target groups for different ages (for example 18-25, 30plus, 50plus) therefore we require a solid way how to categorize the age of a contact. Furthermore, this would allow to send Birthday-Mails or to set task for a call.
Date of Birth
We have difficulties in using a data field in a form as the calendar for selection starts today. That means a lot of scrolling for the client.
Solution: a Hubspot-Standard Date of Birth Data Field that consists of 3 elements: day, month, year. Ideally, elements can be hidden in a Form (to display only the birth year for example)
Age
A calculated field that displays the age of a contact in years (based on the birthday). Agerange should be selected for Contact Lists or Workflows. So we may target all contacts in the age of 18-25.
Just seeing if you have found a solution for your problem? We are having s similar issue as we are trying to searh for all members (4,000 of them) who had a birthday in a particular month so we can send them birthday cards, but it does not allow us to search who had a birthday in the month of March for example.
It seems to only search for the actual date they were born, which would be a massive task if we had to do that for every month.
Yep, we've seen similar issues and it would be great if we had more control in HubSpot of organizing ages based on birthday. Our only solution is that we typically create a custom property with a date picker and then use another custom calculation property to add days from the date to generate an age number. Then we can filter pretty decently, but it's a fair amount of leg work for something that should be more simple.
Similarly, we actually created a module that acts as a verification gate for any HubSpot Website or Landing Page. We use a custom cookie that you can control to block the page until the opt-in and verify they're over 21. Have a look if this sounds like something that might be useful to you: https://marketplace.hubspot.com/products/begin-bound/age-verification-gate
What I did to create age brackets for demographic targeting was to create active lists that looked at a property for Birthday. I've got this data as a date picker property, so it gives me MM/DD/YYY.
Because HubSpot's filter for dates MORE than and LESS than do not use months or years, but days and weeks, I had to figure out how many weeks would be in a given number of years lived. I created a spreadsheet to calculate how many weeks would be in years starting at 18. So,
18 * 52 = 936
25 * 52 = 1,300
Knowing this info all the way out to age 65 (we have an older customer base), I created active lists for each of the age brackets I wanted to have by filtering for:
Birthday is MORE than 936 weeks ago AND
Birthday is LESS than 1,300 weeks ago
This gives me an age bracket of 18-24. To do the others, I started at the previous list's LESS than number, which gives me the year following.
Of course, to do all this, you need to have data for birthdates as a date picker property.
And all of that being said... yeah, it'd be wicked easier if there was a calculated age property!
I need this as well. We are a financial planning and tax advisory firm. Folks are eligible for certain programs or changes based on age - rollovers available at age 59.5, RMDs at age 72, insurance spikes on major birthdays, etc.
AT LEAST 50% of our marketing revolves around age and birth date. The current Calculation property cannot read or use the date picker field so that's no help either.
We are new users and are on the Professional plan for all services. We had no idea this wasn't possible with Hubspot and it severely limits our use of the platform.
Yes, natively, it'd be really helpful to have that. Totally feel you there. That said, I'm pretty sure the other platforms I've used don't have it either.
So, knowing this, I'm including my spreadsheet of weeks per year to help all y'all create lists for ages by week. If you're looking for a way to trigger an email at age 72.5, for example, you'd create an active list and filter for:
Your birthday property (whatever it's called)
In the list of ways to filter, choose "is more than"
72.5 years is equal to 3,770 weeks, so you'd enter that as the value
Ensure the time selection is "weeks" and "ago" is set
This gives you an Active list that adds users when that condition becomes true. If you want to send an email on the day that becomes true, set up a workflow and the enrollment would simply be "when a users joins the 72.5 years old list". If you wanted to start that sending six months in advance, set up a list for when they turn 72, and then do te delays in your workflow until they're 72.5.
We would like the Automatic Age generator based on the DOB given, as we would like to send Happy Birthday emails etc and would love to have it personalised based on the age.
