HubSpot Dynamic Content & Email Personalization Setup

Service Scope

HubSpot Dynamic Content & Email Personalization Setup is a fixed-scope HubSpot Email Marketing service for one business, one HubSpot account, and up to three existing marketing emails.

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 Personalization Opportunities

We review the approved email content and the HubSpot contact or company properties available for personalization, including reliable fallback values for incomplete records.

• Contact properties
• Company properties where supported
• Subject-line personalization
• Email body personalization
• Fallback-value requirements

Configure Personalized Email Content

We configure up to fifteen approved personalization token placements across up to three existing marketing emails and add available conditional or smart content only where supported by the active HubSpot plan and editor.

• Up to 3 existing marketing emails
• Up to 15 personalization token placements
• Fallback values
• Subject-line or body personalization
• Conditional or smart content where supported

Testing and Validation

We preview the configured emails as representative contacts and verify that tokens resolve correctly or fall back to the approved default values.

• 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.

• Personalization review for up to 3 emails
• Up to 15 token placements
• Fallback value configuration
• Subject-line and body personalization
• Conditional content where available
• Representative contact previews
• 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
• Existing HubSpot emails to personalize
• Accurate contact or company properties
• Representative contacts containing both complete and incomplete data
• Approved fallback values

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:

• New email template design
• Custom-coded dynamic modules
• Data enrichment
• AI content generation strategy
• Workflow creation
• 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