Lists, Lead Scoring & Workflows

BRegan
Participant | Elite Partner
Participant | Elite Partner

Filtering active lists by age

SOLVE

We are looking to filter incoming requests and only target users who are above 18 years of age.  Has anyone figure out how to do this?  I was trying to think of ways to filter with with DOB or have DOB have a workflow into age, but I cannot think of anything.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Filtering active lists by age

SOLVE

Hi @BRegan,

 

If you have a maintained birthday property, wouldn't it simply be a matter of filtering for "Date of birth is more than 6570 days ago"? There would be a small inaccuracy due to gap years, yes. Date filters aren't 'smart' enough for that, accommodating for this would require a custom code action in Operations Hub Professional.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Filtering active lists by age

SOLVE

Hi @BRegan,

 

If you have a maintained birthday property, wouldn't it simply be a matter of filtering for "Date of birth is more than 6570 days ago"? There would be a small inaccuracy due to gap years, yes. Date filters aren't 'smart' enough for that, accommodating for this would require a custom code action in Operations Hub Professional.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

BRegan
Participant | Elite Partner
Participant | Elite Partner

Filtering active lists by age

SOLVE

Unfortunately I am not seeing that as a filter option in the active lists:

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Filtering active lists by age

SOLVE

@BRegan it looks like this is not a date property. You would first have to make sure that the information you capture(d) is in a date field. Since a field in use cannot be changed, you would create a new field to be used from now on. Copying the old values is easiest by exporting them, reimporting and mapping them to the date field.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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BRegan
Participant | Elite Partner
Participant | Elite Partner

Filtering active lists by age

SOLVE

Oh dear - I was using the HubSpot propety that was already created.  Know of a creative solution work a workflow to map these? Or is your suggestion of export/import the best way to do this?

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Filtering active lists by age

SOLVE

@BRegan unless you're faster coding a custom code action, export/import is the best one-off option. It'll also flag data quality issues right away which I hope you won't encounter but probably will 😬

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
BRegan
Participant | Elite Partner
Participant | Elite Partner

Filtering active lists by age

SOLVE

Thank you so much!  This worked and fixed everything 🙂 I appreciate your help

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