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

Related

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