Convertmax onboarding checklist
- Choose one install path in
JavaScript Installationand configureapiKey. - Confirm your script or SDK initializes successfully on your live page.
- Send and verify a
page_viewevent. - Pick one primary business event to launch first (
convertorcustomfor quote flows). - Implement required payload fields (
id,revenue/quote_subtotal,products,emailwhen 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
debugenabled in QA and disable it in production rollout.
Where to complete each task
- JavaScript Installation
- NPM Package
- React SDK
- Reference: Event Tracking
- Guides: Custom Domains (if you want a first-party tracking hostname)
- Guides: WordPress Installation (if using WordPress)