Pre-publish checklist for Admins (Template-based Journeys)

Before publishing a journey, ensure to verify the following account-specific configurations:

1. Assign workspaces – For each Ticket type activity, ensure it is assigned to the correct workspace.
   
   

2. Configure service item fields – If a service item is selected, edit the Form tasks to include the relevant service item fields.
   
   

3. Verify request configuration – Review the Journey Request settings on the Journey Settings page.
   
   

4. Check email settings – For all Email activity types, verify that the correct "From" email address is selected.
   
   

5. Pass journey data – Add journey data to all Ticket and Task activities to ensure contextual information is passed through.