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HubSpot Smart Content: How to Personalise at Scale

Written by Fawwad Mirza | Jul 11, 2025 4:25:35 PM

Why Personalisation Matters in 2025

In 2025, digital buyers expect more than just content—they expect relevant, timely, and personalised experiences. Generic messaging is no longer enough. Whether it’s a first-time visitor on your homepage, a returning lead in your email funnel, or a sales-qualified contact on a pricing page, your ability to adapt content dynamically can mean the difference between engagement and churn.

That’s where HubSpot Smart Content comes in.

Smart Content allows marketers to serve tailored messaging based on real-time user data such as location, lifecycle stage, device type, referral source, and more—all without building separate assets for every segment. Instead of creating five different landing pages, you can create one that adapts automatically to each user.

This guide will walk you through everything you need to know about HubSpot Smart Content—from how it works and where to use it, to advanced personalisation strategies and real-world examples. Whether you’re a marketing manager, CRM strategist, or HubSpot power user, you’ll discover how to personalise at scale without complexity.

What is HubSpot Smart Content?

HubSpot Smart Content is a powerful personalisation feature that dynamically changes the content users see based on who they are, where they’re coming from, or how they’ve interacted with your brand. Instead of creating multiple versions of the same email, landing page, or website module, Smart Content allows you to serve one experience that automatically adapts for different segments of your audience.

It works by applying “smart rules” to individual elements within your content—such as headers, CTAs, buttons, text blocks, or form fields. These rules determine which version of content is displayed to a visitor based on pre-defined criteria like their country, device type, contact list membership, lifecycle stage, or referral source.

Where Smart Content Can Be Used in HubSpot:

  • Website Pages & Landing Pages: Customise headlines, calls-to-action, or value props

  • Marketing Emails: Adjust body copy, images, or offers based on user behavior

  • Forms: Show or hide form fields dynamically (e.g., known vs unknown visitors)

  • CTAs: Use smart CTAs that change based on persona, lifecycle stage, or previous interactions

  • Modules (in CMS): Add smart logic to rich text, images, testimonials, and more

This flexibility enables marketers to deliver contextual experiences across the buyer’s journey without building entirely separate campaigns.

Key Benefits of Smart Content:

  • Scales personalisation without increasing complexity

  • Improves conversion rates by serving the most relevant message

  • Enhances user experience through content tailored to intent and identity

  • Reduces asset duplication across teams and campaigns

Whether you're looking to personalise an email sequence or adapt a homepage headline based on location or lifecycle stage, Smart Content helps you do it all—within the same asset.

Where You Can Use Smart Content in HubSpot

One of the biggest advantages of using HubSpot Smart Content is its flexibility. You’re not limited to just one format or channel—smart content can be applied across multiple assets in HubSpot’s Marketing Hub, including emails, web pages, forms, CTAs, and even within your WordPress website using the HubSpot plugin.

Here’s a breakdown of where and how you can apply smart content in HubSpot to create tailored user experiences:

3.1 HubSpot Smart Content in Emails

Using HubSpot smart content email capabilities, marketers can personalise:

  • Email body text (e.g., product descriptions, value messaging)

  • CTA buttons (e.g., trial vs demo offers)

  • Header images or banners

  • Event invitations or webinar dates based on location or time zone

You can add smart content to HubSpot email by creating smart rules based on:

  • Contact lifecycle stage

  • List membership

  • Country or device type

This is especially useful for smart B2B lead nurturing, where different personas (e.g., marketers vs CEOs) receive more relevant messaging at scale.

3.2 Website Pages & WordPress Integration

If you're using HubSpot CMS, you can apply smart content to any rich text module, image, or CTA block. But even if you're on WordPress, HubSpot's plugin allows you to show smart content on WordPress pages, pulling from contact and behavioral data in your CRM.

Use smart content on:

  • Homepage hero sections

  • Pricing pages tailored by industry

  • Location-specific banners and CTAs

  • Module variations for returning visitors

3.3 HubSpot Forms with Smart Content

Forms are a high-impact area for personalisation. With HubSpot form smart content, you can:

  • Hide fields the user has already submitted in the past

  • Show custom form fields based on lifecycle stage or region

  • Auto-fill fields for known contacts using cookie-based tracking

This reduces friction and creates a more seamless conversion experience, especially on mobile or landing pages with returning leads.

3.4 Smart CTAs and Modules

Every CTA in HubSpot can be made “smart,” meaning it changes based on user segmentation. Use smart CTAs to:

  • Promote different offers for new vs. existing customers

  • Show free trial buttons for unknown users, but case studies for MQLs

  • Change text and links based on country or referral source

Likewise, CMS modules (such as testimonials, headlines, product images) can all be modified using smart rules—turning a single page into multiple experiences without duplication.

By applying smart content across multiple touchpoints, you create a truly dynamic user journey—without building and managing dozens of asset variations.

Smart Content Rules & Personalisation Criteria

At the heart of HubSpot Smart Content is a simple but powerful concept: rules. These rules allow you to segment your audience based on a wide range of attributes—so the right content reaches the right person, every time.

When creating smart content in HubSpot, you’ll set up smart rules to determie who sees which variation. These rules can be applied to email elements, website modules, CTAs, forms, and more.

Here are the key personalisation criteria you can use:

1. Location-Based Personalisation

You can use HubSpot smart content by location to show different messaging based on the visitor’s geographic region.

  • Show different offers for UK vs US users

  • Promote local events based on city

  • Translate CTAs or form labels into native languages

HubSpot determines location using the user’s IP address, making it easy to display smart content by IP in HubSpot—no manual segmentation required.

2. URL-Based Personalisation

Using HubSpot smart content by URL or smart content with URL parameters, you can display content variations depending on how a user enters your page.

This is ideal for:

  • Tailoring landing pages by ad campaign or UTM tag

  • Showing a referral-specific banner (e.g., Facebook vs Google traffic)

  • Adjusting offers by affiliate or partner codes

3. Contact List Membership or Lifecycle Stage

You can personalise content based on where a contact is in the buyer journey:

  • New leads vs MQLs vs SQLs

  • Customers vs trial users

  • Newsletter subscribers vs one-time visitors

This allows you to create smart content in HubSpot that moves people down the funnel without sending them irrelevant offers.

4. Device Type and Referral Source

Using device segmentation, you can:

  • Show shorter CTAs on mobile

  • Display desktop-only videos or layouts

  • Personalise offers for mobile app downloads

Referral sources can help tailor messaging to context—i.e., social traffic may need softer CTAs than Google Ads visitors.

5. Country, Language, and IP Settings

Yes, you can segment by country in HubSpot smart content, automatically adjusting content for different regions.

Combined with IP-based personalisation, this allows:

  • Currency-specific pricing

  • Regional office contacts

  • GDPR-specific notices for EU visitors

Other Smart Content Filters Include:

  • Contact property values (e.g., job title, company size)

  • Known vs unknown users

  • Membership in a smart or static list

  • Form submission history or page view

How to Create Smart Content in HubSpot

Creating smart content in HubSpot is straightforward—but the real power lies in setting it up with the right strategy. Whether you’re personalising a landing page module, email paragraph, or CTA, the process follows a similar structure.

Step 1: Choose a Supported Content Type

Smart content can be added to:

  • Website or landing page modules

  • Email content blocks

  • Forms

  • CTAs

  • Custom modules in HubSpot CMS

If you’re editing a HubSpot page, hover over a module and click “More” → “Add smart rule.” For emails, highlight the section you want to personalise and select “Make smart.

Step 2: Select Your Smart Rule Type

When adding smart content, HubSpot will prompt you to select one of the following rule types:

  • Contact list membership

  • Contact lifecycle stage

  • Country (based on IP)

  • Device type (mobile, desktop, tablet)

  • Referral source (e.g., email, social, paid ad)

  • Preferred language

  • Query parameter (URL)

Each smart variation corresponds to one of these conditions.

Step 3: Create Your Content Variations

Now it’s time to write custom content for each segment. For example:

  • MQLs see a “Book a Demo” CTA

  • New contacts see a “Download Our Ebook” button

  • Visitors from the US see prices in USD, while UK visitors see GBP

Each variation lives within the same page or email—no duplication needed

Step 4: Test and Preview Your Smart Content

Use HubSpot’s Preview as a Contact tool to simulate how content appears to different users. You can also:

  • Test by location/IP

  • Check mobile vs desktop versions

  • Review fallback content

Step 5: Publish and Monitor

Once live, your smart content will adapt automatically. Make sure to track results using Smart Content Insights (covered in Section 8), and keep an eye on engagement metrics to refine targeting over time.

By following this process, you’ll unlock the ability to personalise content at scale—all within a single asset—saving time and boosting conversion rates.

Smart Content in Campaigns: Personalising the Buyer Journey

Integrating smart content in a HubSpot campaign allows you to build end-to-end personalisation across the buyer’s journey—from first touch to closed deal. Rather than treating each campaign element (emails, landing pages, CTAs) as isolated assets, smart content helps you connect the dots—so leads get consistent, context-driven experiences at every stage.

Let’s explore how to use smart content in a HubSpot campaign and where it fits across your funnel.

Top-of-Funnel: Personalised Lead Capture

At this stage, you're engaging cold traffic or new visitors. Smart content can help:

  • Change homepage messaging based on referral source (social, organic, ads)

  • Display smart CTAs to promote the most relevant lead magnet

  • Adapt blog intros for new vs returning readers

  • Use smart forms to shorten fields for known visitors

Example: A visitor from a LinkedIn ad sees a downloadable LinkedIn-specific checklist, while someone from search sees a broader industry guide.

Mid-Funnel: Smart Content in Email Workflows

Smart content can make your email nurturing campaigns more effective by tailoring:

  • Product messaging by persona (e.g., marketer vs developer)

  • Case study suggestions by industry

  • CTAs based on lifecycle stage

Using hubspot smart content email features, you can modify email content blocks so MQLs get demo offers, while new leads get ebooks.

This ensures your smart content email feels personal—without creating multiple workflows or email versions.

Bottom-of-Funnel: Conversion and Sales Enablement

Use smart content on:

  • Landing pages to change benefit messaging based on lifecycle stage or job title

  • Pricing pages to show tailored feature sets (e.g., SMB vs enterprise)

  • Sales handoff emails with dynamic CTAs or resources

Example: SQLs see a "Book a Call" CTA, while late-stage leads see client testimonials or ROI calculators

HubSpot Smart Content Examples by Use Case

Seeing HubSpot Smart Content in action helps bring its potential to life. From email marketing to landing pages and WordPress websites, here are real-world hubspot smart content examples across different industries and use cases. Each example shows how smart content can elevate personalisation, engagement, and results.

Example 1: Smart Content in HubSpot Email Campaigns

Use Case: A SaaS company segments its email list by lifecycle stage. New leads get educational resources, while MQLs receive product walkthroughs.

Smart Content Elements Used:

  • Dynamic email text blocks

  • Smart CTA with “Start Free Trial” or “Book a Demo”

  • Contact list-based rules

Why It Works: Reduces unsubscribe rates and improves CTR by sending only relevant information

Example 2: Location-Based Website Messaging

Use Case: An international events company displays event banners based on a visitor’s country.

Smart Content Elements Used:

  • Country-based rules using IP address

  • Dynamic banner modules

  • Event CTA adapted for local time zones

Why It Works: Visitors immediately see location-relevant offers, improving engagement and conversion.

Example 3: WordPress Website Integration with HubSpot

Use Case: A B2B agency uses HubSpot’s plugin to show smart testimonials on their WordPress website, depending on industry.

Smart Content Elements Used:

  • HubSpot WordPress integration

  • Module smart rules based on contact properties (industry field)

  • Smart CTA variations

Why It Works: Prospective clients see proof points that resonate with their sector, boosting trust.

Example 4: Smart Forms for Known vs Unknown Users

Use Case: A content marketing team runs a lead gen campaign. Known contacts skip name/email fields, while new visitors complete them.

Smart Content Elements Used:

  • HubSpot smart form content

  • Hidden fields for returning users

  • Smart rules using cookie tracking

Why It Works: Reduces form friction and improves submission rates—especially for repeat visitors.

Example 5: URL Parameter Personalisation

Use Case: A partner campaign sends traffic with unique UTM codes, and the landing page changes content based on source.

Smart Content Elements Used:

  • URL-based smart rules (e.g., ?source=partnerX)

  • Customised benefit statements

  • Dynamic CTAs by traffic source

Why It Works: Visitors get messaging aligned with the partner who referred them, making the experience more cohesive.

These use cases show how versatile HubSpot Smart Content can be—from simplifying forms to hyper-personalising email flows and web pages.

Smart Content Analytics: Insights & Optimisation

Creating personalised experiences is only half the equation. To truly leverage the power of HubSpot Smart Content, you need to measure how it's performing—and continuously optimise it. This is where HubSpot Smart Content Insights come into play.

Smart content analytics help you answer questions like:

  • Which audience segments engage more with specific variations?

  • Are certain CTAs converting better for particular lifecycle stages?

  • Is your location-based content driving regional performance differences?

Let’s explore how to gain meaningful insights and improve your results over time.

1. Accessing Smart Content Insights in HubSpot

Navigate to the asset (landing page, email, or CTA) where you've implemented smart content. Under the “Performance” tab, you’ll find:

  • Views by content variation

  • Clicks, submissions, or interactions per variation

  • Top-performing smart rules

For emails, you can compare:

  • Open and click rates by smart rule (e.g., new leads vs MQLs)

  • A/B test results between smart and static content

    Smart CTA performance across list segments

2. Segment-Based Analysis


Use contact segmentation tools to analyse how smart content variations perform across:

  • Countries

  • Devices

  • Lifecycle stages

  • Traffic sources

Example: You may find that smart content for US visitors outperforms EU versions—indicating a need for better localisation or CTA alignment.

3. Optimisation Techniques

Once you identify underperforming smart content, here’s how to optimise:

  • Test new variations with more benefit-focused copy or visuals

  • Refine segmentation logic (e.g., split “leads” into sub-personas)

  • Align CTAs more tightly with lifecycle intent

  • Use URL parameters to personalise offers by campaign

Pro Tip: If your fallback content outperforms a smart variation, re-evaluate that rule or create a new smart rule tailored to a more specific user type.

4. Integrating Smart Content Data into Campaign Reporting

You can combine smart content metrics with campaign-level reporting by:

  • Tagging assets within campaigns

  • Using HubSpot’s Custom Reports Builder

  • Mapping smart content interactions to lifecycle progression

This gives you a full-funnel view of how personalised content drives conversions, pipeline velocity, and revenue.

By tracking and acting on these insights, you turn smart content from a “set-it-and-forget-it” tool into a dynamic engine for continuous personalisation and growth.

Common Mistakes to Avoid with Smart Content

While HubSpot Smart Content offers powerful personalisation features, poor execution can lead to confusion, lower conversions, or even broken user experiences. To get the most out of your smart content strategy, here are common pitfalls to avoid—plus actionable tips to fix them.

1. Creating Too Many Variations Too Soon

Many marketers try to over-personalise right out of the gate. While it’s tempting to create unique content for every possible audience segment, it often leads to:

  • Message dilution

  • Inconsistent brand voice

  • Hard-to-manage updates

Fix: Start with 2–3 high-impact segments (e.g., location, lifecycle stage, device type). Validate performance before expanding.

2. Using Smart Rules Without Clear Fallbacks

Not all visitors will meet your smart content criteria. Without fallback content, users might see:

  • Blank spaces

  • Irrelevant offers

  • Incomplete layouts

Fix: Always define a strong fallback variation that speaks to the general audience and delivers value to everyone.

3. Failing to Test and Preview Variations

Smart content can render differently across devices, browsers, and contact types. Neglecting to test may result in:

  • Broken formatting

  • Duplicate CTAs

  • Inaccurate messaging

Fix: Use HubSpot’s preview as contact and IP/location simulation tools. Send test emails and QA landing pages thoroughly.

4. Ignoring Smart Content Analytics

If you’re not monitoring performance, you’re missing out on optimisation opportunities. Many teams forget to:

  • Compare variation performance

  • Adjust messaging based on insights

  • Test new personalisation hypotheses

Fix: Regularly check HubSpot Smart Content Insights and A/B test high-traffic modules.

5. Overlapping Rules Causing Conflicts

Poorly structured smart rules can result in conflicts, where users qualify for multiple variations or none at all.

Fix:

  • Prioritise smart rules carefully

  • Avoid duplicate logic

  • Use clear segmentation logic (e.g., only one rule per persona/lifecycle stage)

6. Using Smart Content in Isolation

Smart content performs best when it’s part of a broader campaign strategy. Using it sporadically—e.g., just one smart CTA—can limit its impact.

Fix: Align smart content across:

  • Emails

  • Landing pages

  • Forms

  • CTAs

  • Blog modules

Create end-to-end personalised experiences.

Avoiding these mistakes helps you get full value from smart content in HubSpot, driving stronger engagement, faster funnel progression, and better ROI.

Conclusion: Personalisation at Scale with HubSpot Smart Content

In a world where customer expectations are rising, HubSpot Smart Content empowers marketers to deliver tailored, relevant, and timely experiences—at scale. By leveraging smart rules based on location, lifecycle stage, device type, and other criteria, you can transform static emails, pages, and CTAs into dynamic assets that speak directly to each user.

Throughout this guide, we explored how to:

  • Create smart content in HubSpot across pages, emails, and forms

  • Use smart content in campaigns to personalise every stage of the funnel

  • Review real-world HubSpot smart content examples to spark ideas

  • Track performance with HubSpot Smart Content Insights

  • Avoid common pitfalls like over-segmentation or missing fallback content

Whether you're looking to improve engagement, boost conversions, or enhance the customer journey, smart content gives you the tools to personalise without the manual workload. When done right, it doesn’t just improve marketing effectiveness—it transforms the entire digital experience for your audience.

As personalisation continues to evolve, Smart Content remains one of HubSpot’s most powerful features for modern marketers.