HubSpot & Email Configuration — 2026-04-05

Meeting with Melissa Cusumano and Mark Hope to resolve Bluepoint HubSpot configuration questions, clarify ZoomInfo credit policy, and confirm stadium campaign automation status.

Attendees: Melissa Cusumano, Mark Hope
Related client: ^[1]

Overview

This session addressed three interconnected issues for the Bluepoint account: confusion over ZoomInfo download credits, a HubSpot contact tier upgrade triggered by list growth, and the readiness of the stadium campaign automation. A secondary thread confirmed the email sending domain setup for bulk sends.

Key Decisions

ZoomInfo Credits Are Use-It-or-Lose-It

Credits reset monthly and do not carry over. Last month's allocation of 1,400 credits was a one-time gift from Mark — not a standard entitlement. The standard monthly allocation is 1,000 credits.

This month's status: 278 used, 722 remaining
Policy: Credits must be consumed within the calendar month or they are lost — this applies to Asymmetric's allocation as well
Resolution: Melissa will communicate this policy to the Bluepoint client; if they need more credits, they must purchase additional quota

"Last month, I gave him 1,400 out of the goodness of my heart because that 400 extra that I gave him, he didn't deserve it or pay for it." — Mark Hope

HubSpot Contact Tier Auto-Upgraded to 7,000

Bluepoint exceeded the 2,000 marketing contact limit, triggering an automatic upgrade to the 7,000-contact tier. The client was aware (they had flagged it).

Immediate cleanup: 89 bounced/unsubscribed contacts were set to non-marketing to free up slots
Ongoing recommendation: Convert non-responsive contacts from the completed entertainment campaign to non-marketing status to manage costs before the next campaign (water parks) requires new marketing contact slots
Note: Marketing contacts can only be toggled once per month — HubSpot prevents the workaround of flipping contacts on/off around sends

Stadium Campaign Automation Is Manually Triggered

The automation shows as "on" in HubSpot but is configured with a manual trigger — no emails will send automatically. Contacts can be loaded into lists for review without initiating the drip sequence. The campaign will not run until someone explicitly enrolls a list.

Status: Safe — client is reviewing emails before approval to launch
Target launch: Pending client feedback, ideally within a day of the meeting

Email Sending Domain Setup

Goal: Send stadium campaign emails from mike@bluepoint.co (not Wade's address, not the .com domain) to protect the primary domain's sender reputation.

The .co domain is already configured in HubSpot for sending
The .com domain is also approved but should not be used for bulk sends
Action item for Mark: Create the mike@bluepoint.co email address so it can be set as the From address in HubSpot

Recommended pattern:
- From: Mike Stebbins <mike@bluepoint.co> — used for bulk HubSpot sends only
- Footer/reply-to: Mike's real .com address — so direct replies and engagement go to his primary inbox
- Replies to the .co address should forward to the .com

"That .co should just be for the bulk emails." — Melissa Cusumano

Action Items

[ ] Mark: Create mike@bluepoint.co email address; configure stadium campaign From field as Mike Stebbins <mike@bluepoint.co>; add reply-to and footer pointing to Mike's .com address
[ ] Melissa: Inform Bluepoint client of the use-it-or-lose-it monthly ZoomInfo credit policy
[ ] Melissa: Advise client to convert non-responsive entertainment campaign contacts to non-marketing before the next campaign launch

^[2] — companion session covering BlueSky WordPress site, HubSpot plugin removal, and Gravity Forms routing
^[1]