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Automation rule test mode

Automation rule test mode is a tool that helps you check how the triggers and automation rules work in deals. It comes in handy when you are just starting to use automation rules or implementing new scenarios. Control every action, fix errors, and ensure that automation is configured properly.

Start the test once you're done with automation rule settings. The test mode window records all actions and displays errors, if there are any.

Currently, you can use the automation rule test mode only in deals.

Choose a stage on the left side of the window to view all automation rules for it. On the right, select the fields you are tracking and view the logs with detailed information.

Test mode window In the screenshot above, there are three automation rules at the “New” stage. Only two are marked as completed since the condition for the third was not fulfilled.

Test modes

There are two automation rule test modes in deals:

To run the test mode,

  1. Go to CRM, select Deals and click the Automation rules button.

  2. Click the Test mode button in the top right corner of the page.

  3. Select a test mode and click the Start button.

To use this tool, an employee needs to have the User can edit settings option enabled in their access permission role in CRM.
Access Permissions in CRM

Test logs

All information about test results is stored in the logs. To access them,

  1. Go to CRM, select Deals and click the Automation rules button.

  2. Select the Test logs tab.

  3. The panel will slide out on the right and display the test result data.

If you use the automation rule test mode to check different scenarios, rename the test logs. This will help you quickly find the one you need.


In brief

  • Automation rule test mode is a tool that helps you check how the triggers and automation rules work in deals.

  • Control every action, fix errors, and ensure that automation is configured properly.

  • Currently, you can use the automation rule test mode only in deals.

  • There are two automation rule test modes: using a demo deal or a real life one.

  • All information about test results is stored in the logs.

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