Onboarding Overview

Making the most of EdgeTag

This onboarding guide is designed to help you realize maximum value from EdgeTag within your first 30-60 days. Unlike our platform-specific installation docs, this section focuses on strategic implementation, helping you prioritise use cases, validate results, and scale effectively based on your business goals.

What you'll find here

This guide covers the why and when of EdgeTag implementation, not just the how. You'll learn:

• Best practices for handling non-standard funnels

• Testing strategies to validate incrementally and measure impact

• Common pitfalls to avoid during implementation

• Scaling playbooks to expand from initial wins to full-platform adoption

For the How of EdegTag onboarding, please refer to our technical setup documentation. However, before you get started with the next section of onboarding, please make sure you have followed our Guide to Get started on EdgeTag.

Pick your Onboarding Guide

EdgeTag offers two primary business models, each with distinct data-collection needs and use cases. Pick your use case to proceed:

E-commerce Businesses

Guide for online retailers using Shopify, BigCommerce, WooCommerce, Salesforce Commerce Cloud, headless, or custom storefronts.

E-commerce

Lead Generation Businesses

Guide for service providers, B2B companies, and businesses optimizing for form submissions, consultations, and qualified leads.

Lead Gen