Convertmax onboarding checklist

  • Choose one install path in JavaScript Installation and configure apiKey.
  • Confirm your script or SDK initializes successfully on your live page.
  • Send and verify a page_view event.
  • Pick one primary business event to launch first (convert or custom for quote flows).
  • Implement required payload fields (id, revenue/quote_subtotal, products, email when available).
  • Validate requests are sent to your configured Convertmax host.
  • Use the Convertmax Chrome Extension to confirm readiness signals and payload shape.
  • Run one end-to-end journey (landing -> key action -> conversion) and confirm all expected events.
  • Keep debug enabled in QA and disable it in production rollout.

Where to complete each task