Adding a birthday field to Hubspot can be super helpful for businesses looking to level up their marketing game. By collecting your customers’ birthdays, you can create personalized marketing campaigns that resonate with them on a deeper level. Plus, it’s a great way to show your customers that you care about them as individuals and not just as sales numbers. Some benefits of adding a birthday field include increased customer loyalty, higher open and conversion rates for birthday emails, and a better understanding of your customers’ interests and preferences. So let’s get into how to add a birthday field to Hubspot!
Creating a custom contact property
To create a custom contact property in Hubspot, head to the Contacts section and click on the Properties tab. From there, click on the Create Property button and select Contact Property. Then, choose the type of property you want to create (in this case, a Date property for the birthday field) and give it a clear and concise name. It’s important to name the property in a way that makes it easy to understand and use, both for you and your team. For example, “Birthday Date” or “Date of Birth” would be simple and straightforward names. Once you’ve created the property, you can use it in your Hubspot forms, workflows, and marketing campaigns.
Choosing the property type
When adding a birthday field to Hubspot, it’s important to choose the right property type. In this case, we recommend using the Date picker property type, as it allows you to select a date using a calendar interface. This makes it easy for both you and your customers to input the date of their birthday accurately. To select the Date picker property type, simply choose “Date” when creating your custom contact property, and then choose “Date picker” as the property type. This will create a field that your customers can interact with by selecting a date from a calendar widget. Other property types, such as Text or Dropdown, may also work for collecting birthday information, but the Date picker is the most user-friendly and accurate option.
Adding the property to a form
To add the birthday field to a Hubspot form, you’ll first need to edit the form in question. To do this, navigate to the form in the Forms section of Hubspot, click on the Edit button, and then click on the form field where you want to add the birthday field. From there, you can select your custom birthday property as an option in the field type dropdown. Make sure to mark the birthday field as required so that customers can’t submit the form without filling in their birthday information. This is important to ensure that you collect this valuable data for all of your contacts. Once you’ve added the birthday field to the form, you can save your changes and start collecting birthday information from your customers!
Updating existing contacts
If you want to update the birthday information for your existing contacts in Hubspot, there are a couple of ways to do it. One option is to use Hubspot’s import tool to update the data in bulk. To do this, you’ll need to export your contacts into a CSV file, update the birthday information in the file, and then re-import the updated file back into Hubspot. Another option is to use contact lists to update the information manually. You can create a list of contacts who are missing birthday information, and then go through the list one by one to update their records. Either way, it’s important to ensure that the updated information is accurate and consistent across all of your records. By keeping your contact records up to date with their birthday information, you’ll be able to create more targeted and personalized marketing campaigns.
Using birthday data in marketing campaigns
Now that you’ve added the birthday field to Hubspot and collected this valuable data from your customers, it’s time to put it to use in your marketing campaigns! One way to use birthday data is to send personalized birthday emails to your customers. You can create an automated email campaign that sends a special birthday message or offer to your contacts on their birthday. This is a great way to show your customers that you care about them and appreciate their business. Another option is to offer a birthday discount or promotion, such as a percentage off their next purchase or a free gift. You can use the birthday field to trigger these promotions automatically, so that your customers receive them on their special day. By using the birthday data you’ve collected in this way, you can create more engaging and effective marketing campaigns that resonate with your customers on a personal level.
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Conclusion
Adding a birthday field to Hubspot is a simple process that can have a big impact on your marketing campaigns. To recap, you’ll need to create a custom contact property for the birthday field, choose the Date picker property type, add the field to your Hubspot forms, and update existing contacts with their birthday information. Once you have this data, you can use it to create personalized marketing campaigns that resonate with your customers on a personal level. Whether you’re sending a special birthday email or offering a birthday discount, using this data can help you build stronger relationships with your customers and drive more sales. So don’t wait – add a birthday field to your Hubspot account today and start reaping the benefits!
