Sorting Contacts Birthdays

IronDesk
Participant

I've been able to sort birthday by months

Create a new property called 'birthday'

  1. Download contacts emails and date of birth into an Excel spreasheet
  2. Copy the date of births in a new colum and shorten all the dates to {number - month}(12-Jul)
  3. Upload the sheet, it should have the contact id for each contact
  4. All contacts should be updated

Create a List

  1. Click list
  2. New active list
  3. Contact properties - contains any of
  4. Type : Jul
  5. Name your new list: July Birthdays
  6. Save
1 Reply 1
natsumimori
Community Manager

Hi @IronDesk ,

 

Thank you for reaching out to the HubSpot Community.

Am I correct to say this is a tips sharing post?

0 Upvotes