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.
Hi all, Jeff from the HubSpot product team here. Thanks for your input on this, it's much appreciated.
Our focus for properties is making it possible for you to build this yourself. Based on the original description, there are a few platform changes needed to accomplish this: 1. Improve date entry for forms.
2. Add support for specific time segments (e.g. "year") on to Time Between calculated properties.
3. Add "current date" support for Time Between properties.
We will focus on making those changes. We do not plan to deliver a new Date of Birth field at this time.
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 😞
Hi all, Jeff from the HubSpot product team here. Thanks for your input on this, it's much appreciated.
Our focus for properties is making it possible for you to build this yourself. Based on the original description, there are a few platform changes needed to accomplish this: 1. Improve date entry for forms.
2. Add support for specific time segments (e.g. "year") on to Time Between calculated properties.
3. Add "current date" support for Time Between properties.
We will focus on making those changes. We do not plan to deliver a new Date of Birth field at this time.
@jeffvincent it does really require a new property type, its more so that the workflows and filters should be able to go by the month, day and year individually so that you can automatically run calculations like "number of years between", "month equals to 4" and so on
@HTB_Scott how are you doing this? When I create an active list, select contact properties, and then select date of birth, I don't have a more than or less than option for filtering
@mstanwyck - I'm using a custom date picker property rather than the built in version, and I think that gives you the right options. Sorry that wasn't clearer!