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Lists

Test contacts or companies in lists

Last updated: February 9, 2022

Applies to:

All products and plans

The Test  feature allows you to check if a specific contact or company will meet your list criteria before you create a list, or check why a particular record has been included or excluded from your list after it has been created.

  • In your HubSpot account, navigate to Contacts > Lists.
  • Click the name of an existing list or create a new list.
  • In the left panel, click test Test.

test-contact-button-1

  • Click the Select a record to test dropdown menu to search for and select the record to test against the list criteria.
  • If the contact meets a set of criteria, the criteria will be in a green box with success. If the contact does not meet a set of criteria, the criteria will be in a blue box with remove.
test-contact-in-list
  • 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 list criteria and will be included in the list. Learn more about AND vs OR list criteria.
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