How to Create a Birthday Property in HubSpot ?
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Hubspot
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1 month ago
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Hubspot
12 Steps
Creating a birthday property in HubSpot allows you to collect and manage customer birthdates, enabling more personalized and timely communication. By adding this custom property, you can store birthday information within contact records, segment your audience, and set up automated workflows to send birthday greetings or special offers. This not only enhances customer relationships but also boosts engagement and loyalty. The birthday property can be added through HubSpot’s custom property settings and easily incorporated into forms or lists. Using this data effectively helps create memorable experiences, showing your contacts that you value them beyond just business interactions.
How to Create a Birthday Property in HubSpot ?
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Hubspot
|
Hubspot
12 Steps
2
Click on the "Settings"
Click on the settings icon to access configuration options or preferences.
3
Click on the "Properties"
Click the properties tab to view or edit details
4
Click on the "Contact properties"
choose an object from the dropdown to view or manage its details.
5
Click on the "Create property"
Click the create property button to add a new custom field or attribute.
6
Click on the "Property label" field
Enter your property label
7
Click on the "Object type" field
select the relevant object type from the list.
8
Click on the "Group" field
select the relevant group from the list.
9
Click on the "Description" field
Enter the description
10
Click on the "Field type" field
Click on the Field Type from the left-hand side navigation.
11
Click on the " checkbox"
choose your birth date according to you
12
Click on the "Create"
After entering the details click on the create button
