Contact field for birthday
H
Hugh (Product Support Manager)
Add a built in contact field for a contacts birthday similar to those for name, address, ect.
H
Hugh (Product Support Manager)
Merged in a post:
Automate a workflow email on a contact's birthday
Robert Soady
Add additional fields. You have no date fields for clients' birthdays. If I switch my CRM from Keap to CF (Which is what I want to do) I will have to stop sending digital birthday cards which will reflect badly on me. With Keap you can create your very own date and name fields. Please add this so you can complete with Keap, so we have more options ASAP. Thank you.
Canny AI
Merged in a post:
Add Field Date for Data inout
Rafael Romero
We want to send a promotion to our customer on their birthday. There are no Field with DATE FORMAT that can help the customer easily enter their birth date data MM/DD/YYY or something like this
Joshua Owens
I believe you can do this with custom attributes in settings, not sure if thats what you mean
Martin Oswald
Joshua Owens how would you do that? As to my knowledge the two options for custom attributes are text field or check box. Even if you add the birthday to the text field, I doubt there is currently an option for an automation to send an email on the birthday. If you have a work around, I'd be happy to hear it, because I didn't find anything that works so far.
Dave Larson
Not just Birthday but a bunch of custom fields
D
David Lamoureux (Product Support Analyst)
Hey Dave Larson ! This would be a great place to mention the custom attributes can take care of most of those fields you want.
The Birthday field makes sense to add as a standalone field because some users would like to automate an email on birthday's. Vote here if you'd also like to see that: https://feedback.myclickfunnels.com/feature-requests/p/automate-a-workflow-email-on-a-contacts-birthday
H
Hugh (Product Support Manager)
Merged in a post:
Birthday field for contact
Sean Light
Add Birthday to Contact Profile and Ability to Send Internal Notifications When It's a Contact's Birthday.
Walt Nelson
Birthdays a key to long-term client happiness. We really need this!