The following are the best practices and recommendations for setting up workflows within Journeys:
- Ensure accurate mapping of all required data fields under the correct source for creating workflows. Only the mapped fields will be accessible for filtering during workflow creation.
- At least one streaming source must be mapped, and it is mandatory for the event_name to be present on the source mapping.
- Make sure to pre-create the Calculated Attributes needed for the workflows.
- While setting up a Destination, verify that you’ve entered the correct connection details for the designated channel and are sending all the mandatory fields required for that channel.
- Verify accurate data mapping between Zeotap CDP and the Channel.
Last modified on February 26, 2026