Test if records match segment criteria

Use the Test matches feature in segments to check which records will meet your segment criteria. This can help 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. 

You can test individual records one at a time or all records at once.

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. If you're creating a segment or editing a segment's filters, the switch is in the editor. If you're viewing an existing segment, the switch is on the filters card in the Overview tab.
4. To test matches for all records, in the dropdown menu, select All [object]s. 
    
   
   
   • At the top of a filter group, the number of records that match all criteria in the group is displayed.
   • Under each individual filter, the number 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.