How To Test Your Contact List On HubSpot

The Test feature allows you to check if a specific contact or company will meet your list criteria before you create a list or check why a particular record has been included or excluded from your list after it has been created.

To test your contacts?

In your HubSpot account, navigate to Contacts and Lists. Click the name of an existing list or create a new list. In the Filters tab, click Test object.?

Click the Select a record to test dropdown menu to search for and select the record against the list criteria.

If the contact meets a group of criteria, the criteria will be in a green box with a checkmark success for every filter that they meet.?

The contact's name will also be highlighted in green.?

If you have multiple filter groups OR logic, a record that meets any of those groups, even if they do not meet the other sets of criteria, will be considered to meet the list criteria and will be included in the list.

If the contact does not meet a set of criteria, the criteria will be in a red box with a cross next to it.

If you have multiple filters within a group, any filters that the contact meets will be highlighted in green. If the contact does not meet a filter, the criteria will have a cross-remove next to it.

To stop testing a contact or to test another contact, click test Stop testing.?

HubSpot's Test feature provides a powerful tool for ensuring your contact lists are precisely tailored to your criteria. By following the simple steps outlined, you can efficiently fine-tune your lists and make data-driven decisions.?