Navigate to workflowsIn your HubSpot account, navigate to Automation > Workflows.
Select your workflow
From your workflows dashboard, locate the workflow that you would like to test and click the name of the workflow to edit it.
Test a contact against the enrollment triggers
Before you activate your workflow, you may want to check if certain contacts will be enrolled in the workflow based on the enrollment triggers you've set.
Hover over and click your enrollment triggers. In the modal that slides in on the right, click Test criteria.
In the dialog box that appears, search for and select a contact to test against the enrollment trigger criteria, then click Test.
You'll return to the modal, which will indicate if the contact meets or does not meet the enrollment trigger criteria. If a contact meets the enrollment trigger criteria, this means they will be enrolled in the workflow when it is activated. If a contact does not meet the enrollment trigger criteria, they will not be enrolled in the workflow when it is activated.
Enroll a test contact in the workflow
Click Test in the upper right of the workflow.
In the dialog box that appears, search for and select your test contact from the Test contact to enroll dropdown, then click Enroll test contact. You'll see a confirmation message informing you that your test contact was enrolled.
Please note: this will execute ALL the actions in your workflow for your test contact; therefore, it is imperative to use a test contact.
Click the workflow History tab at the top to view details of the enrollment. All test contacts will be marked with a label below their name to indicate that they were a test contact.
Now that you have tested your workflow, take some time to make any necessary changes to the workflow actions before you activate your workflow.