Date of Birth and Age

MichiEck

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.

 

I am looking forward to hear from this update

 

Regards

 

Michael Eck

HubSpot updates
23 Replies
TomBTV
Member

Great idea, we need this too!

DinDjarin
Participant

Should be a built-in feature, but anyway I found a solution for displaying client age and it works fine

 

Step 1: implement a 'Today's date' date picker field which is updated every day similar to =today() in excel. HS support pointed me to this way of implementing: https://community.hubspot.com/t5/CRM/How-to-create-a-Today-s-date-date-property/td-p/389836

 

Step 2: create a 'between dates' calculation field and input the Birthday Date field and the new 'Today's Date' date field.

 

Voila! the system automatically calculates the client age and you just add it to your view.  

 

This 'today's date' field workaround is also incredibly helpful to any other custom fields where you need to calculate how long it's been between today and any other event date. For example I've used it to know how long our clients have been clients. 

 

Unfortunately I have not figured out how to build birthday reminders because I can't get rid of the 'year' in the birthday date field 😞

 

Bob2245
Participant | Platinum Partner

@DinDjarin That's gold, thanks!

 

You can build a birthday reminder by creating a workflow that's centered around a date field, and reoccurs annually 🙂 Like so:

 

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