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Welcome to FERMÀT: Your Complete Onboarding Guide
Welcome to FERMÀT: Your Complete Onboarding Guide

This guide will walk you through setting up your FERMÀT account and help you get the most from our powerful features.

Updated over a week ago

Welcome to FERMÀT! This checklist will guide you through everything you need to get set up and start driving results quickly. Follow these four key areas to ensure a smooth onboarding experience:


Your Onboarding Checklist

Quick Setup Check

You should have completed these steps during onboarding, but here’s a quick recap to make sure everything is good to go!

  1. Create your account and log in to the platform.

  2. Choose what e-commerce platform you use

    • Shopify

    • Salesforce

  3. Platform setup

    • Step 1: Brand setup

      • Add brand logo

      • Brand name

      • Website

    • Step 2: Connect your Shopify account

    • Step 3: Connect your Ad Channels

      • Facebook

      • TikTok

    • Step 4: Connect your Google Analytics account

    • Step 5: Configure your DNS (Domain Name System)

  4. Go to Settings to set up your profile.

Tip: Ensure all integrations are set up and working 24 hours before using FERMÀT for smooth data flow.

Setting up your profile.

  • Brand Settings

    • Brand Details: update your brand name, website, and privacy policy URL.

    • Users: Enter additional user’s email to send them an invite for FERMÀT access.

  • Manage Integrations

    • Complete any pending connections to ensure seamless data tracking and performance analysis.

  • Billing Integration

    • Shop Defaults

    • Choose from Subscriptions, Upsells, or Free Shipping to configure default settings for these features.

  • Branding

    • Customize your store’s colors and fonts for a consistent brand identity.

  • Domains

    • Fermat Shops use your brand’s domain for a seamless user experience.

  • Enable Apple Pay

    • Ensure your Shopify store’s currency is USD, CAD, GBP, or EUR.

    • Set Shopify Payments as your payment processor.

Important: Apple Pay will activate automatically if both conditions are met.

Get Started

FERMÀT Basics:

  1. Click Start Building to start a new funnel on the homepage.

  2. Select a Template

    • Create from an existing Template

      • Video – Shoppable video format for seamless ad-to-purchase flow.

      • 5 Reasons Why – Long-form advertorial with product highlights.

      • Grid – Simple product collection layout.

    • Create from Scratch

    • Build with Pierre – Allows users to quickly generate AI-driven, high-converting advertorials using customizable templates.

  3. Customize Your Funnel

    • Edit text, images, and layout to match your brand.

    • Use FERMÀT’s modules for additional customization.

  4. Preview & Publish

    • Review your funnel to ensure it’s optimized.

    • Click Publish to go live.

Tips:

  • Star a funnel to save it in the Favorite Funnel tab for quick cloning later.

  • Name your funnel and add tags for easy searching later.

FERMÀT Advanced:

The Offers feature in FERMÀT allows merchants to create and customize discounts to drive conversions and increase order value.

  • Amount Off Order – Apply a discount to the total order amount.

  • Amount Off Products – Discount specific products or collections.

  • Gift with Purchase – Offer a free gift when a set criteria is met.

  • Buy More, Save More – Increase discounts for higher spend amounts.

  • Generic Offer (Engineering Only) – Create custom offer types as needed.

Bundles in FERMÀT let merchants create and customize product groupings to boost sales and increase order value.

  • Fixed – A bundle made from a predetermined set of products.

  • Multipack (Coming Soon) – A bundle created from multiple variants of a single product.

  • Mix and Match (Coming Soon) – Customers choose from interchangeable products with custom quantities.

Forever Links – Flexible URLs that can be remapped to any FERMÀT Funnel or website without disrupting live ads or performance

The Funnel Experiments feature allows you to A/B test different funnel variations to optimize performance and conversions.

  • Create & Manage Tests – Set up experiments to compare different funnel versions.

  • Track Key Metrics – Monitor sessions, conversion rate, revenue, AOV, revenue per session, and average revenue per session for each variant.

  • Live Experiment Status – View tests in Live, Draft, or Ended states for easy management.

  • Control vs. Variant Comparison – Analyze performance differences to refine your strategy.

The Analyze section in FERMÀT provides detailed insights into funnel, shop, and business performance to help you make data-driven decisions.

  • Overall Dashboard – A high-level view of total funnels created, revenue, and conversion metrics.

  • Shop Specific Analytics – Tracks individual shop performance, including visits, purchases, and revenue.

  • Incrementality Report – Measures the true impact of your marketing efforts by analyzing incremental revenue and purchases.

Pixel & Conversion Tracking Setup

Track your FERMÀT funnel performance with pixel integrations, Forever Links, and UTMs for accurate ad tracking and insights.

  1. Integrate third-party tracking tools to measure conversions:

    • Elevar – Grant access to [email protected] and provide the code snippet from “Non-Shopify Subdomains” in My Tracking.

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

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

  1. Append UTMs to ad platforms like Facebook, TikTok, and other channels to track which ads drive the best results.

  2. By setting up pixels and UTMs, you gain precise conversion insights to optimize ad performance and maximize your return on investment.

Training and Resources

Use these successful examples as a resource:

Watch the "Intro to FERMAT" Video to earn best practices and gain a high-level overview of the platform.

To view an example of a FERMÁT funnel, check out Southern Scholar Quick Build in 5min!

Explore the Help Center to familiarize yourself with guides, FAQs, and troubleshooting tips.

💬 Need Support?

Chat: Use the chat box in your FERMÀT dashboard.

Email: [email protected] for detailed inquiries.

Community Forum: Connect with peers for insights and assistance.

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