How to test your workflow

Last updated: September 26, 2018

Applies to:

Marketing Hub
marketing-pro-enterprise
Professional, Enterprise
Sales Hub
sales-pro-enterprise
Professional, Enterprise

Before you activate your workflow, you may want to test certain contacts against your workflow enrollment triggers to check if they will be enrolled in the workflow, or test the full workflow to view the sequence of events in action. When you are testing a workflow, it actually sends your test contact through the workflow. Some key points to keep in mind while doing this process:

  • Any contact used to test a workflow, regardless if they meet the workflow's enrollment triggers, will be enrolled into the workflow and all actions saved in your workflow will execute for that contact. It is always recommended to use an internal or a test contact.
  • Because your test contact is actually enrolled in the workflow, if your workflow settings specify that a contact can only enroll in the workflow once in your settings, if your contact actually becomes eligible for the workflow, they will not go through the workflow again. Again, it is recommended to use an internal or a test contact.
  • All emails in your workflow will send and all actions will execute in order, but without any specified delays, which can impact your branching logic
  • Contacts will only be enrolled if they meet the workflow's enrollment triggers. Contacts won't be enrolled if they meet any of your workflow's unenrollment and suppression settings.
  • Test contacts will appear in your workflow metrics; they will count towards your total started and total completed contacts.

Please note: your workflow does not need to be activated in order to send a test contact through the workflow.

Navigate to workflows

In 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.

HubSpot Help article screenshot

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.

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