Testing a Workflow Before Publishing
Verify that your emails, texts, and logic work perfectly before real leads see them.
For: Administrators
Time: 5 minutes
Instructions
1
Use the Test Button
Inside the workflow builder, click the "Test Workflow" button at the top right.
[SCREENSHOT NEEDED: Test Workflow button]
2
Select Your Test Contact
Search for your own contact record in the dropdown. (You must have a contact record created for yourself with your real email and phone number).
3
Run the Test
Click "Run Test". The system will push your contact through the workflow immediately, ignoring "Wait" steps so you can see the messages instantly.
What Success Looks Like
- You receive the automated messages on your phone/email exactly as designed.
Last updated: 10/1/2026