Incorporating a birthday section into HubSpot is an effective method for incorporating personalized elements into your customer relationship management (CRM) tactics. By collecting and storing the birthdates of your contacts, you can tailor marketing campaigns and send well-wishes on their special day, demonstrating their value to your business. This article will walk you through the steps of implementing a birthday field in HubSpot, drawing from my personal experience and insights.
Step 1: Accessing the HubSpot Settings
To start, navigate to your HubSpot account and click on the “Settings” option in the main navigation menu. From there, click on “Properties” under the “Objects & Fields” section.
Step 2: Creating a Custom Contact Property
In the “Properties” settings, click on “Contacts” to manage the properties specifically for your contacts. Scroll down to find the “Create a Property” button and click on it.
Now, you will be prompted to provide details for your new contact property. In the “Label” field, enter “Birthday” (or any other name you prefer). Choose “Date” as the field type.
Next, you can customize the field further by adding a description, selecting whether the field is a required field, and even choosing the date format to match your preferences or the region you are targeting.
Once you are satisfied with the customizations, click on the “Create” button to save your new contact property.
Step 3: Adding the Birthday Field to Your Contact Records
Now that you have created the birthday field, you need to add it to your contact records in HubSpot.
To do this, go back to the main “Properties” settings page and click on “Contacts.” Here, you will see a list of all the contact properties available in your account.
Scroll down to find the “Birthday” field you just created and click on the checkbox next to it. This will add the field to your default contact record view.
If you want to make the birthday field visible to your team members or customize the field’s visibility based on certain criteria, you can do so by clicking on the “Edit” button next to the field.
Step 4: Importing and Updating Contact Data
Now that the birthday field is ready, you can start importing and updating contact data with birthday information. You can do this through manual data entry or by importing a contact list that includes birthday details.
If you choose to import a contact list, make sure the birthday information is included in a separate column or attribute in your file. During the import process, map the column or attribute containing the birthday data to the “Birthday” field you created in HubSpot.
Once the contacts are imported, HubSpot will automatically populate the birthday field in the contact records based on the provided information.
Conclusion
Adding a birthday field to HubSpot can help you enhance your CRM efforts by allowing you to create personalized marketing campaigns and send out well-timed birthday greetings. By capturing this information, you can show your customers that you care about them as individuals, fostering a stronger bond and increasing customer loyalty. Follow the steps outlined in this article to add the birthday field to HubSpot and start building deeper connections with your audience.