This HubSpot training highlights the significance of testing trigger criteria in workflows.
Video Overview
- How to test trigger criteria in workflows: The video explains how to use the test feature to check if a contact would enroll into a workflow based on the trigger criteria.
- How to test actions in workflows: The video also shows how to use the test feature to check the actions of the workflow, such as sending emails, and how to preview the email content.
How to Easily Test and Enroll Contacts in HubSpot Workflows
In this part of our ‘How to HubSpot’ series, we discuss the critical process of testing within HubSpot workflows. Testing is a crucial step in ensuring that your automation processes are functioning correctly and efficiently. It’s particularly important when dealing with complex trigger criteria that determine whether contacts will be enrolled in a workflow.
Let’s take a closer look at how testing works. Suppose you have a contact, Aaron Jones, and you want to confirm that he would be enrolled in a specific workflow. Even if Aaron doesn’t meet the second criterion, because it’s an ‘or’ condition, he should still proceed through the workflow.
This is where testing your trigger criteria becomes invaluable.
Testing a workflow is different from checking individual actions within it. If you’re running a lead nurturing workflow and want to review all the actions—what happens at each stage, the sequence of emails, tasks, and so on—you would use the test function.
By selecting a contact and opting to receive the emails involved in the workflow, you can simulate the entire process as if you were the contact.
This hands-on approach allows you to experience the workflow from the contact’s perspective, giving you insights into the timing, content, and sequence of communications. It’s an essential practice for fine-tuning your workflows and ensuring that they deliver the intended results.
Stay tuned for more practical tips from Xcellimark as we continue to guide you through the powerful features of the HubSpot CRM. Our goal is to help you leverage these tools to their fullest potential, making your digital marketing efforts as effective and streamlined as possible.
