HubSpot Advanced Segmentation & Personalization Setup

Service Scope

HubSpot Advanced Segmentation & Personalization Setup is a fixed-scope HubSpot Email Marketing service for one business, one HubSpot account, and the approved contact and company data available in the CRM.

The service covers the approved quantities and configuration described below in one HubSpot account. Work outside those quantities is quoted separately.

The objective is to deliver a practical, documented configuration that the client can understand, approve, and continue using after handoff.

Review Audience and Personalization Data

We review the contact, company, lifecycle, engagement, form, source, and commerce properties that can reliably support advanced audience targeting and personalized marketing email content.

• Contact and company properties
• Lifecycle and lead status
• Email engagement
• Form and source activity
• Commerce data where connected

Build Advanced Segments and Personalization Rules

We create up to twelve advanced segments and configure up to ten approved personalization tokens or fallback-value uses across up to three existing marketing emails.

• Up to 12 reusable advanced segments
• Behavioral and property-based criteria
• Company or lifecycle logic where appropriate
• Up to 10 personalization token uses
• Fallback values for approved tokens

Testing and Validation

We test representative contacts against the segment criteria and preview personalized email content with sample records to identify missing properties or fallback issues.

• Approved quantities and settings
• Names, properties, fields, and mapping logic
• Visible HubSpot status and permissions
• Representative test result
• Exceptions requiring client action

Implementation Summary

At handoff, the client receives a concise implementation summary covering the completed work, the configuration visible in HubSpot, and any unresolved platform or third-party dependency.

• Advanced HubSpot data review
• Up to 12 advanced segments
• Up to 10 approved personalization token uses
• Fallback value configuration
• Up to 3 existing email personalization reviews
• Representative contact testing
• Implementation summary

Client Requirements

Before work begins, the client must provide the following access, information, content, and approvals:

• HubSpot Super Admin access or the permissions required for the approved work
• An active HubSpot plan that supports the requested configuration
• Final business information, brand assets, content, data, and implementation instructions required for the service
• Permission-based contact data and accurate subscription or marketing-status instructions when contacts are involved
• Timely review and written approval of proposed settings and test results
• Accurate contact and company properties
• Representative test contacts
• Existing marketing emails if personalization is being added to current assets

Delivery and Revisions

Standard delivery is 5–7 business days after all required access, content, data, and approvals are received. Platform processing, DNS propagation, app review, or other third-party delays may extend completion.

One consolidated correction round is included when submitted within seven days of delivery and remains within the approved scope. New content, replacement data, additional assets, or a materially different configuration is treated as separate work.

Important Scope Boundaries

The following items are not included in this service:

• AI scoring model creation
• Custom-coded email modules
• Large-scale data repair
• New campaign or workflow builds unless separately purchased
• HubSpot subscription, contact-tier, add-on, app, or third-party software fees
• Original legal, privacy, or regulatory advice
• Unapproved work outside the stated quantities
• Ongoing management after handoff
• Guaranteed delivery, inbox placement, engagement, leads, conversions, or revenue