Workflows

Test your workflow

Last updated: June 30, 2020

Applies to:

Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

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 Automation > Workflows.
  • Click the name of a workflow.
  • Click the Enrollment triggers box.
  • In the right panel, click Test criteria.
  • In the dialog box, select the record that you want to test. Then click Test [object].
  • Click Test.
  • The right panel will indicate if the record meets or does not meet the enrollment trigger criteria.

Test records against if/then branches

You can test your if/then branches either individually or by testing all workflow actions to see how an object would go through all branches.

Please note: an if/then branch that has multiple branches can't be tested individually. Instead, use the Test feature to test all workflow actions.

To test an individual if/then branch:

  • In the workflow, click the if/then branch. 
  • In the right panel, click Test criteria

    workflow-branch-test-criteria
  • In the dialog box, select the record that you want to test. Then click Test [object].
  • Test results will appear in the right panel.
    • If the record doesn't meet the if/then branch criteria, you'll see the message Test [object] doesn't meet these requirements. In this case, the record would go down the NO branch.

      branch-test-failed-criteria
    • If the record meets the if/then branch criteria, you'll see the message Test [object] meets these requirements. In this case, the record would go down the YES branch. 

      branch-test-succeed-criteria

You can test all if/then branches in a workflow by testing a record against all workflow actions.

Test records against your workflow actions

To see how a contact, company, deal, quote, or ticket will proceed through your workflow if enrolled: 

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of a workflow or set up a new workflow.
  • In the upper right, click Test.
workflow-test-feature
  • In the right panel, click the Preview for dropdown menu and select a record to enroll. 
  • To receive copies of any 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.

Please note: when previewing workflow emails, HubSpot will use your email address for sending, not the tested contact's email address. If GDPR has been enabled for your account or if you've unsubscribed from your account's marketing emails, you'll see an error 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.

During the test, no actions will be executed. 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. 

workflow-test-sidebarIf 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 arrow up icon next to a YES or NO label, then select Yes or No.

workflow-test-branch-switch 
 
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