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Test a Workflow Before

Publishing

Testing workflows before activating publishing them ensures that your automation function properly and that contacts will receive the correct messages or actions at the right time.

• In HubSpot, go Go to Automation > Workflows, and select the workflow you want to test.

• Use Click the " Test " feature, and click the Test button in the upper right corner of the screen.

• Choose a Contact contact to Test:test

  • You'll be prompted to select a contact. This allows you to simulate the workflow for a specific person to ensure it functions correctly.

  • Select the contact you want to test with, ensuring they meet the enrollment criteria you've set up in the workflow.

• Review the Workflow:workflow

  • HubSpot will run through the workflow as if the chosen contact has entered the workflow, showing you each step of the process and what actions would be taken, like sending an email or updating a property.

  • You can check to see if actions like emails, delays, and conditions are functioning as expected.

• Troubleshoot Errors:errors

  • If there are any issues, HubSpot will alert you with error messages. Review and adjust the workflow actions or triggers based on the feedback provided.

  • Test specific workflow actions by clicking into the individual steps within the workflow and selecting "Test action" to ensure they work correctly.

• After running the test, carefully review the results. Make sure the correct emails are triggered, contacts are enrolled and unenrolled properly, and all actions execute as planned.

Publish a Workflow

When you 're are ready to activate publish the workflow:,

• Select Review and

• Publish (

• if only

• Review

• is visible, resolve any issues before continuing).

• Choose whether to enroll existing contacts or only new contacts who meet the criteria.

• Review the Timing, Notifications, and Connections, and ensure the Details of the workflow are correct.

• Set an end

• date if it’s a time-specific campaign to prevent unnecessary active workflows.

• Click Turn on

• Workflow to make it

After Publishing the Workflow

• live

• .