Test if records match segment criteria

Use the Test feature in segments to check if a specific record will meet your segment criteria. This can help you ensure your criteria is set up correctly before saving a segment, or check why a particular record was or wasn't included in an existing segment.

If you have access to the most up-to-date filter features in segments, currently in public beta, you can test all records to identify matches for your criteria (BETA).

Test individual records for segment criteria

1. In your HubSpot account, navigate to CRM > Segments.
2. Click the name of an existing segment or create a new segment.
3. In the Filters tab, click test Test [object]. 
4. Click the Select a record to test dropdown menu to search for and select the record to test against the segment criteria.
   • If the record meets a group of criteria, the criteria will be in a green box with a success checkmarkcheckmark for every filter met. The record's name will also be highlighted in green. If you have multiple filter groups (OR logic), a record who meets any of those groups, even if they do not meet the other sets of criteria, will be considered to meet the criteria and will be included in the segment. Learn more about AND vs OR segment criteria.
   • If the record does not meet a set of criteria, the criteria will be in a red box with a cross remove next to it.
   • If you have multiple filters within a group, any filters that the record meets will be highlighted in green. If the record does not meet a filter, the criteria will have a cross remove next to it.
5. To stop testing a record or test another record, click test Stop testing. 

Test segment criteria matches in the new segment editor (BETA)

If your account has access to the Granular Filter Insights in Segments and Enhanced Segment Builder Experience betas, you can test matches for your segment criteria. You can test an individual record or test all records for an object to review the percentage of records that meet the criteria. If you're a Super Admin, learn how to opt your account into the betas.

1. In your HubSpot account, navigate to CRM > Segments.
2. Click the name of an existing segment or create a new segment.
3. Toggle the Test matches switch on. The switch is in the editor when creating a segment or on the Overview tab when editing a segment.
4. To test matches for all records, in the dropdown menu, select All [object]s. 
    
   
   • At the top of a filter group, the number and percentage of records that match all criteria in the group is displayed.
   • Under each individual filter, the number and percentage of records that match that criteria are displayed. 
     
     
5. To test an individual record, in the dropdown menu, select the record.
   
   • At the top of a filter group, a success checkmarkcheckmark is displayed if the record meets all filter criteria for the group. An X is displayed if the record doesn't meet all of the group's criteria.
   • Under each individual filter, a success checkmarkcheckmark is displayed if the record meets that criteria or an X is displayed if the record doesn't meet that criteria. 
     
     
6. To stop testing, toggle the Test matches switch off.

Learn more about setting up filter criteria.