Test your workflow

Test your workflow to ensure your automation is working as expected. 

There are two testing features in workflows:

1. Use the Test criteria feature to see which enrollment criteria a specific contact, company, deal, quote, or ticket record meets.
2. Use the Test feature to simulate how a specific record will go through a workflow once enrolled.

Test records against your workflow enrollment triggers

To see whether a contact, company, deal, quote, or ticket meets the starting criteria of a workflow:

• In your HubSpot account, navigate to Automations > Workflows.
• Click the name of a workflow.
• Click the Enrollment triggers box.
• In the left panel, click Test [object].
   

• Click the Select a [record] to test dropdown menu and select the record you want to test. 
• The color of the panel will indicate if the record meets or does not meet the enrollment trigger criteria:

• • If a record meets the enrollment trigger criteria, the panel will appear green. This also means that the record will be enrolled in the workflow when the workflow is turned on if the Yes, enroll existing objects which meet the trigger criteria as of now radio button is selected.
     
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  • If a record does not meet the enrollment trigger criteria, the panel will appear red. This also means that the record will not be enrolled in the workflow when the workflow is turned on, even if the Yes, enroll existing objects which meet the trigger criteria as of now radio button is selected.

Test records against your workflow actions

To see how a record will proceed through your workflow if enrolled: 

• In your HubSpot account, navigate to Automations > Workflows.
• Click the name of a workflow or set up a new workflow.
• In the upper right, click Test.
   

• In the right panel, click the Preview for dropdown menu and select a record to enroll. 
• To receive copies of any marketing emails included in the workflow, select the Send me the emails this workflow would deliver checkbox.
  • Any Send internal email notification emails and Send in-app notification notifications will also be sent to you.
  • Sequence emails will not be sent when testing your workflows. 

Please note: when previewing workflow emails, HubSpot will use your email address for sending, not the tested contact's email address. If data privacy settings are turned on for your account, if your account uses marketing contacts, or if you've unsubscribed from your account's marketing emails, an error will display in the testing panel. You'll need to opt into that subscription type or resubscribe to marketing emails to receive the test email.

• Click Test. When the test is complete, the right panel will show whether the record meets the enrollment criteria, and the simulated outcome and timestamp of each action. No actual actions will be executed.
• If your workflow includes if/then branches, the right panel will show the branch the record would take. To preview other possible branch outcomes, click the branch dropdown menu, then select the branch.