Know exactly where your contacts will go before your automation goes live. The decision diamond testing tool lets you evaluate your decision diamond logic against a real contact record without triggering the automation. Enter the contact's data into the test form, click Evaluate, and the tool shows you which sequence the contact would enter — so you can confirm the logic is working correctly or identify adjustments before any contacts are affected.
This article covers how to use the decision diamond testing tool and how to interpret the test results, including what to do when a contact would fall out of the automation. For an overview of how to build and configure a decision diamond, see how to set up decision diamond logic in Advanced Automations.
How to Test Decision Diamond Logic
The decision diamond testing tool is accessible from inside the decision diamond criteria setup panel. You must have at least one logic rule configured in the decision diamond before you can run a test.
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Double-click the decision diamond on the automation builder canvas to open the decision diamond criteria setup panel.
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Set up your decision diamond logic by adding the criteria rules that will determine which sequence a contact enters. Logic rules can be based on tags, contact fields, or a combination of multiple criteria.
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Hover over the Actions button in the upper right corner of the criteria setup panel, then click Test from the dropdown menu that appears.
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Fill in the test form fields that correspond to the criteria in your decision diamond logic. The fields displayed on the test form match the criteria types used in your logic — for example, if your decision diamond uses tags, the test form will show a tag field. If your decision diamond uses contact fields such as job title or location, those fields will appear on the test form.
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Click Evaluate to run the test. The test results appear as a bulleted list at the bottom of the test form, showing which sequence or sequences the contact would enter based on the values you entered.
How to Interpret Test Results
After clicking Evaluate, the test results show every sequence the contact would enter based on the criteria values you entered. Review the results to confirm that the contact is routed to exactly the sequences you intended — and only those sequences.
If the results show the contact entering more sequences than intended, your logic needs adjustment. In the example below, the test shows a contact entering both the CEO Education path and the Non-CEO Education path simultaneously — which is not the intended behavior. To fix this, add a logic rule to the Non-CEO path that explicitly requires the contact to not have the CEO job title. Adding that rule ensures only contacts without the CEO title enter the Non-CEO path.
After adding the corrected logic rule to the Non-CEO path, running the test again shows the contact entering only the CEO Education path — confirming the logic is now working as intended.
What to Do When a Contact Would Fall Out of the Automation
If the test results show that a contact would fall out of the automation — meaning the contact does not meet the criteria for any connected sequence — a warning message appears at the bottom of the test results. The warning indicates that the contact would exit the automation without entering any sequence.
When you see this warning, you have two options:
- Review and adjust your decision diamond logic to ensure the contact meets the criteria for at least one connected sequence.
- Build a catch-all sequence connected to the decision diamond with no criteria rules. A catch-all sequence is an empty sequence — typically named Catch-All or Other — that captures any contact who does not meet the criteria for any other sequence. Connecting a catch-all sequence ensures no contact falls out of the automation entirely. All contacts that pass through the decision diamond without matching another sequence's criteria will be held in the catch-all sequence, where you can review them and take action as needed.
For a deeper walkthrough of decision diamonds and Advanced Automations, see the Advanced Automations Complete Collection on Keap Academy — a self-paced course where experts walk through setup and real-world application with strategic context.
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