How to Add a Birthday Field in HubSpot (Date Picker Custom Property) [Video]

How to Add a Birthday Field in HubSpot (Date Picker Custom Property)

Written by

Adrienne Huss

Created on

August 3, 2022

How to Add a Birthday Field in HubSpot (Date Picker Custom Property)

 

In this tutorial, you’ll learn how to create a custom property so you can auto populate birthdays into workflows or emails. If you’re not familiar with custom properties, here’s an in-depth article.

You would want to do this if:

  1. You send out coupons on birthdays
  2. Your company wants to send out an automatic birthday email

 

To add a birthday:

  1. Settings
  2. Properties
  3. Create property
  4. Contact
  5. Contact information
  6. Birthday date
  7. Field Type
  8. Date Picker

 

That’s it! Now you can go into an email or a workflow and set those properties be a trigger.

 

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