--- title: HubSpot & Email Configuration — 2026-04-05 type: article created: '2026-04-05' updated: '2026-04-05' source_docs: - raw/2025-11-10-monday-call-w-melissa-100386781.md tags: - hubspot - bluepoint - zoominfo - email-deliverability - domain-strategy - automation layer: 2 client_source: BluepointATM industry_context: b2b-services transferable: false --- # 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:** [[wiki/clients/current/bluepoint/_index]] --- ## 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 ` — 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 `; 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 --- ## Related - [[wiki/clients/current/bluepoint/2026-04-05-bluesky-website-cleanup]] — companion session covering BlueSky WordPress site, HubSpot plugin removal, and Gravity Forms routing - [[wiki/clients/current/bluepoint/_index]]