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. 

Test records against segment criteria

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.

If you were expecting certain records to match or not match the criteria, learn how to troubleshoot a record's segment membership.

Troubleshoot unexpected test results

If a record's test isn't what you expected (i.e. a record doesn't meet the criteria when it should, or a record is included in the segment when it shouldn't be), the tested records or the filters may need to be updated. 

• Compare the record’s relevant property values and activity to the filter criteria.

  • If the record has an incorrect property value, update the value.

  • If the record has a correct value or you're filtering by a read-only property, the filter criteria may be set up incorrectly. For example, using greater than instead of greater than or equal to when you want to be inclusive of the lowest value. Update the filters to match the record's value.
• Confirm you're using the correct filter logic for your goal. If you're using AND criteria within or between groups, a record is included only if it meets all filters. If you're using OR criteria, a record is included if it meets any of the filters.

If the records' results are still not what you expected, learn more about troubleshooting record membership in segments.