Create A Day-of-Week Property for Smarter Automation

Why is this hack helpful?

Have you ever wanted to know which day of the week your contacts are most active or when deals typically close? Creating a 'Day of the Week' property in HubSpot can be incredibly valuable for understanding patterns in your business operations.

While you can see day-of-week data in reports, this hack takes it a step further by allowing you to use the day of the week as a property in workflows and lists. This means you can trigger automations, segment your database, and personalise your outreach based on the specific day a contact or deal was created, modified, or closed.

While there are different ways to achieve this outcome with Operations Hub, this HubSpot Hack works entirely without it.

Steps to Set It Up

1. Create a Date as Day of the Week Custom Property

• Go to Settings > Properties > Create a New Property
  
  • Object type: Contact or Deal (use the same object for all properties in the hack)
  • Group: Choose a relevant group
  • Label: Name the property something like "Date as Day of the Week".
  • Field type: Dropdown:
    • Sunday
    • Monday
    • Tuesday
    • Wednesday
    • Thursday
    • Friday
    • Saturday

This property will store the Day of the Week field.

2. Create a new Date Property (or use an existing one)

The next step requires you to select the Date property that you want the day of the week to be based on. It's important to note that the property must be a date property and must not include a time. For this example, I will create a new one.

• Go to Settings > Properties > Create a New Property
  
  • Object type: Contact or Deal (use the same object for all properties in the hack)
  • Group: Choose a relevant group
  • Label: Name the property something related to the Date you are trying to track.
  • Field type: Date

This property will store the date that the day of the week property (created in step 1) will be based on.

3. Create a Calculated Property

The next step requires you to select the Date property that you created in step 2 and calculate a string based on the beginning of time itself (or 01/01/1970). While this might sound confusing, it will all make sense soon.

• Go to Settings > Properties > Create a New Property
  
  • Object type: Contact or Deal (use the same object for all properties in the hack)
  • Group: Choose a relevant group
  • Label: Name the property, e.g. Weekday Calculation
  • Field type: Calculation
    • Custom Equation
    • String
    • number_to_string(((time_between([properties.today_s_date], ((1 / 1) / 1970)) / 86400000) / 7))

This property will calculate and output a string, and, if done correctly, a number in the 2000s. The text that's in red indicates where you should add your property that you created in Step 2. If you click Insert > Properties > Choose your property. It will show up as a square box in the formula.

4. Create the Workflow to Populate the Day of the Week

In this example, I will base the Day of the Week property on the Create Date. As the Default Create Date in HubSpot includes a time, I will copy the Create Date to another Date Property in the first step of the workflow. However, if your date already doesn't include a time, this step isn't needed.

• Go to Automation > Workflows > Create a new workflow
• Set the Trigger
  
  • Create Date is Known
• Add the Action to Edit the Contact Property - Only if you are copying Create Date
  • Add an Edit record action.
  • Property to edit: This will be the date property you created
  • Choose a date or date property: Create Date
  • Press Save
• Create a Branch
  • Friday: Weekday Calculation contains any of ".142"
  • Saturday: Weekday Calculation contains any of ".285"
    
  • Sunday: Weekday Calculation contains any of ".428"
  • Monday: Weekday Calculation contains any of ".571"
  • Tuesday: Weekday Calculation contains any of ".714"
  • Wednesday: Weekday Calculation contains any of ".857"
  • Thursday: Weekday Calculation doesn't contain any of "."
• Add an Edit record action after each Branch:
  
  • Property to edit: This will be the Date as Day of the Week property you created
  • Choose a Value: Choose the relevant day to the branch
  • Press Save
• Turn on the Workflow

Wrapping Up

This HubSpot hack is a brilliant way to add another layer of intelligence to your CRM. Not only can you see day-of-week trends in your reports, but you can now use this property to power workflows and lists, unlocking new ways to automate, segment, and personalise your marketing and sales efforts. Remember to regularly check your reports and lists filtered by day of the week to uncover valuable patterns in your business operations.

This is just one of many ways to leverage HubSpot’s powerful automation capabilities to gain better insights and drive smarter business decisions. Happy HubSpotting!