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How to Create a Custom Property for Renewal Dates in HubSpot

A step-by-step guide to format renewal dates into quarter-year format

This article provides a step-by-step guide for creating a custom property in HubSpot that formats renewal dates into a quarter-year format. For example, it will transform "01/08/2024" into "Q3 24".

Steps to Create a "Renewal Qtr-Yr" Property

  1. Log In and Navigate to Properties:

    • Start by logging into your HubSpot account.
    • Click on the Settings icon (the gear icon) in the main navigation.
    • In the left sidebar menu, select Properties.

  2. Initiate Property Creation:

    • Click the Create property button.
    • Choose the appropriate object type (e.g., Contacts, Deals) for which this property will be created.

  3. Define Your Property:

    • Enter a name for your property, such as "Renewal Qtr-Yr".
    • Select Calculation as the property type to enable custom calculations.

  4. Implement Calculation Logic:

    • Use the following nested if statements to extract the quarter and year from the renewal date:
     if(month(renewal_date) <= 3, "Q1 " + number_to_string(year(renewal_date)),
 if(month(renewal_date) <= 6, "Q2 " + number_to_string(year(renewal_date)),
 if(month(renewal_date) <= 9, "Q3 " + number_to_string(year(renewal_date)),
 "Q4 " + number_to_string(year(renewal_date)))))
    • Be sure to replace renewal_date with the name of the actual date property you are referencing.

  5. Save and Test Your Property:

    • After inputting your calculation, click Save.
    • Test the property with various renewal dates to ensure the output is accurate.

Important Considerations

  • Ensure that the renewal dates are formatted properly to avoid any calculation errors.
  • Be aware that HubSpot currently does not have a function to determine if a date is the first of the month, so adjust your date logic accordingly.

By following these steps, you can successfully create a custom property in HubSpot that formats renewal dates for enhanced reporting and analysis. If you have further questions, we recommend reaching out to HubSpot support or exploring their community forums for additional assistance.