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How to Add Birthday Field to Hubspot

by Steven Brown
How to Add Birthday Field to Hubspot

HubSpot offers a default birthday field for subscribers. This is a great way to keep track of your contacts’ birthdays and send them automated happy birthday messages. However, if you want to know how to add a birthday field to HubSpot account, you’ll need to use custom fields.

How to add a birthday field to your HubSpot contact properties

If you’re using HubSpot to manage your customer relationships, you may want to add a birthday field to your contact properties. This can be a great way to keep track of birthdays and send your customers happy birthday messages.

To add a birthday field to your HubSpot contact properties:

1. Go to Contacts > Contact Settings.
2. In the “Properties” section, click “+ Add Property”.
3. Enter “Birthday” as the property name and choose “Date & time” as the property type. Then click “Create Property“.
4. Your new birthday property will now appear in the list of properties. You can edit the property settings or delete the property by clicking the icons to the right of the property name.

How to create a birthday contact list in HubSpot

How to create a birthday contact list in HubSpot
How to create a birthday contact list in HubSpot

1. Log into your HubSpot account and navigate to the Contacts menu.

2. Select Lists from the drop-down menu.

3. Click Create List in the top-right corner of the page.

4. Give your list a name (e.g., “Birthday Contacts”) and click Create List.

5. Click Add Contacts to add people to your list. You can add contacts manually or import them from a file.

6. Once you’ve added all the contacts you want, click Save in the top-right corner of the page.

How to use automation to send birthday emails in HubSpot

send birthday emails in HubSpot
Send birthday emails in HubSpot

One of the great things about HubSpot is that it offers a lot of automation features to help you stay organized and efficient. One automation feature that can be really helpful is the ability to set up birthday emails.

The process is actually pretty simple. First, you’ll need to create a new contact property in HubSpot. To do this, go to your Contacts Settings and click on “Create Property.” Give your new property a name (like “Birthday”), choose “Date & time” as the data type, and then click “Create Property.”

Once you’ve created the new property, go to your Contacts list and add the birthdays for each of your contacts. Then, go to your Email settings and create a new email template. In the email template, you can use the {% contact.birthday %} merge field to insert each contact’s birthday into the email.

Finally, go to your Automation settings and create a new workflow. In the workflow, you’ll want to set up a trigger that will send the birthday email on each contact’s birthday. You can also add additional conditions and actions to the workflow if you want (like sending a follow-up email a few days

Birthday email templates for HubSpot

Birthday email templates for HubSpot
Birthday email templates for HubSpot

Adding a birthday field to HubSpot can be a great way to make your emails more personal and engaging. To do this, simply follow these steps:

1. Go to the Contacts tab in HubSpot and click on the contact you want to add a birthday field for.

2. In the contact’s profile, scroll down to the bottom and click on the Add Field button.

3. Select Birthday from the list of available fields and click Save.

4. Now that the birthday field has been added, you can create an email template that includes this information. To do this, go to Marketing > Email Templates and click on Create Template.

5. Give your template a name and choose whether you want it to be a plain text or HTML email. If you choose HTML, you’ll be able to add images, links, and other formatting options.

6. In the email body, type in the following merge tag: {{contact.birthday}} This will insert the contact’s birthday into the email when it’s sent out.

7. Save your template and you’re all set! Now when you send out emails to contacts with birthdays, their birthday will automatically

Conclusion

Adding a birthday field to HubSpot is a great way to keep track of birthdays and anniversaries for your contacts. It’s easy to do, and only takes a few minutes. Plus, it’s a great way to add a personal touch to your communications with contacts. If you haven’t already, give it a try today!

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