Workflows

Test your contact-based workflow

Last updated: April 5, 2019

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
In your contact-based workflow, you can test contacts against the enrollment triggers to see if they meet them, and enroll test contacts to execute all workflow steps instantly, skipping all delays. Learn how to test your company, deal, ticket, and quote-based workflows.

Test contacts against your workflow enrollment trigger(s)

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of a contact-based workflow.
  • Click the Enrollment triggers box.
  • In the right panel, click Test criteria.
  • In the dialog box, use the search bar to search for and select a contact to test against the enrollment trigger criteria.
  • Click Test.
  • The right panel will indicate if the contact meets or does not meet the enrollment trigger criteria.

 

Enroll a test contact into your workflow

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of a contact-based workflow.
  • In the upper right, click Test.
  • In the dialog box, click the Test contact to enroll dropdown menu and select a contact to enroll in the workflow. All workflow steps will occur instantly, skipping all delays, so it should be a test contact created for the purpose of testing the workflow.

Please note: if you're trying to test if/then branches in your workflow that are contingent on actions taken between workflow steps, refer to this article: Test branching logic.

  • Click Enroll test contact.

  • At the top of the workflow, a confirmation message 'Your test contact was enrolled. You can check the status of action steps on the History page.' will appear.
  • Click the History tab.
  • The workflow steps executed by the test contact will appear, with the most recent event appearing at the top. Test contacts are marked with a Test contact label below their name.