Workflows

How does the test workflow feature work?

Last updated: December 13, 2016

Available For:

Marketing: Pro, Enterprise
Sales: N/A

An advantage of using the test workflow feature is each step is executed immediately - the time delay between steps does not apply.  You can run a contact through a workflow that would take a normal contact 90 days to complete in just a few seconds.  

  • Navigate in HubSpot Marketing to Contacts > Workflows
  • Click the workflow you want to test
  • Click Test in the top, right-hand corner of the page

  • Under Search contact to enroll, search for a test contact. Please note: the contact will actually go through all workflow actions, so be sure to test with a contact who is truly a test (for example, someone in your own organization)
  • Click Enroll contact

The contact will run through all of the workflow steps.  Test contacts appear in workflow metrics and history (for example, your test contacts will be counted toward your "Total Contacts" number for that workflow).

The workflow test functionality is a great way to test property-based workflows, goal lists, suppression lists, or any complicated workflow scenario.