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FERMÀT Launch Guide
FERMÀT Launch Guide

In this guide, you'll learn how to go from installing FERMÀT to getting your first funnel live.

Updated over a week ago

Let's start your journey by watching our Welcome Video.

This quick overview shows the value of using FERMÀT to build high-converting funnels and why so many brands trust us.


1. Connect Shopify

Head over to SettingsIntegrations and follow the steps in Connecting Shopify (placeholder link to your “Connecting Shopify” help article). Once Shopify is connected:

  • FERMÀT automatically imports your products, variants, and discounts.

  • You can immediately begin customizing PDPs, creating bundles, and experimenting without constraints.

🔥 Pro Tip: Ensure your Shopify product catalog is up-to-date before connecting. That way, all of your newest products and variants are instantly available in FERMÀT.

2. Managing Integrations

Beyond Shopify, you can connect and manage key integrations like Meta, TikTok, GA4, Northbeam, and Triple Whale directly from Settings → Manage Integrations. This keeps your analytics and attribution channels seamlessly synced.

  • For step-by-step guidance, refer to Attribution Integrations

  • Setting up these integrations ensures accurate, accessible performance data to optimize your funnels effectively.


3. Create a Custom Subdomain for Your FERMÀT Instance

Want your funnels to feel fully on-brand? You can map them to a custom domain or subdomain for a seamless experience. Check out Adding FERMÀT to a Custom Domain for detailed steps.

Why it matters:
A branded domain builds trust and boosts conversion rates by reassuring shoppers they’re still within your ecosystem.


4. Update Your Branding

Before you build your first funnel, make sure to set your brand colors and fonts in SettingsBranding.

🔥 Pro Tip: FERMÀT automatically applies these colors and fonts to all new Shops and PDPs, streamlining your workflow and maintaining brand consistency.


5. Creating FERMÀT Funnels

Now it’s time to build your first funnel! The Building a FERMÀT Funnel collection has everything you need. Let’s break down the key articles:

  • Discover how to use templates like “Video,” “5 Reasons Why,” or “Grid” to quickly spin up a high-converting Shop.

5.2 Optimizing PDP [Placeholder link to your “Optimizing PDP” article]

  • Learn how to customize product descriptions, add compelling images, or highlight reviews without messing with your main site’s PDP.

  • Perfect if you offer recurring purchases (e.g., supplements, beauty boxes).

  • Bundle items together without creating new SKUs in Shopify.

  • Engage customers with a quiz that guides them to the right product, increasing conversion.

  • Gate your products or funnel if you’re in an industry that requires age verification.


6. Setting Up Pixels and Adding UTMs

Learn how to track your funnel performance like a pro! This section shows you how to set up pixel integrations, create flexible Forever Links, and use UTMs for precise ad tracking and insights.

  • Configure analytics platforms like Elevar, Blotout, or Converge to track conversions from your FERMÀT funnels accurately.

  • Create special short URLs that can be re-routed to any funnel, your website, or any URL—even after your ad is live. Perfect for quick tests, updates, and seamless adjustments without changing the ad itself.

  • Append UTMs for Facebook, TikTok, or any other channel, ensuring you have precise insights on which ads drive the best results.


7. Running Experiments

FERMÀT makes it simple to test new ideas without affecting your main site. Want to try a new discount or creative approach?

🔥 Pro Tip: Cloning an existing funnel is the fastest way to run iterative tests. Change one variable at a time (headline, image, discount) to see what really moves the needle.


You can Integrate a third-party conversion tracking tools with FERMÀT Funnels. To set this up, contact us and provide specific details based on the tool you’re using.

  • Converge: Provide your Converge ID (e.g., JXP4fl). Contact Converge support if needed.

  • Blotout: Share your Blotout URL (e.g., lpoim.fermatexample.com). Contact Blotout support for assistance.

  • Elevar: Provide access to your Elevar account ([email protected]) and the code snippet from the “Non-Shopify Subdomains” section in “My Tracking.”


You’re All Set!

By following these steps, you’ll have a fully branded, conversion-ready funnel complete with custom domains, product configurations, and integrated analytics. If you ever get stuck or want more advanced tips, explore the Knowledge Base or reach out to our support team.

Welcome to the FERMÀT family, and happy building!

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