Compatibility
Manual GoHighLevel test plan. Not an importable snapshot or workflow JSON. Use a test sub-account and controlled contacts.
How to use it
- Download the worksheet and record the workflow name, owner, current configuration and expected actions.
- Keep the candidate unpublished. Use a test sub-account where possible and only destinations you control.
- Run each relevant case, inspect execution history and record expected versus observed results without customer data.
- Get approval before activation. Keep the prior configuration and review queued actions if you need to roll back.
Example
What you get
A reviewable test record with matching, excluded, repeated, suppressed and failed cases.
Limits
- Your HighLevel account features, phone setup and regional requirements affect the actual workflow.
- This checklist does not establish legal permission to contact someone.
- Disabling a workflow cannot recall messages already sent.
Download
The file is our own work, under the MIT license. Download ghl-workflow-test-plan.md.
# GoHighLevel workflow test plan
Workflow name:
Owner:
Account and version/date:
Trigger and filters:
Expected actions:
Allowed test contacts:
Stop condition:
## Before activation
- Duplicate or export the current configuration where supported.
- Keep the candidate workflow unpublished while checking conditions.
- Confirm communication consent and suppression rules.
- Use your own controlled test contact and phone/email destination.
## Test cases
1. Matching trigger: expected action happens once.
2. Non-matching trigger: no action happens.
3. Repeated trigger: no unintended duplicate message.
4. Opt-out or suppression: no outbound communication.
5. Missing field: safe fallback or an explicit stop.
6. Failure: inspect execution history and record the error.
## Evidence and release
Record time, anonymized test case, expected result and observed result.
Do not publish until the owner approves the results.
Rollback: disable the candidate and restore the recorded prior configuration. Check for actions already queued; disabling does not undo a sent message.Status
Version 1.0.0, updated 2026-10-09. Review status: reviewed. Original instructions reviewed and file structure validated locally. Client installation and account-specific execution are not certified.
Sources
- HighLevel help center by HighLevel. Reference only.