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The guide to setting up Fomo
The guide to setting up Fomo

Completing your Fomo setup and an introduction to features.

Hideko avatar
Written by Hideko
Updated over a week ago

Congrats on taking the first step to improving conversions on your site!

Here's a manual to walk you through your Fomo setup and introduce you to some of our most used features.

We've invested in the product over several years to be the most robust social proof marketing platform. If you are ever wondering "can Fomo do X?", we'd love to help you - ping us at hello@fomo.com!

Part 1 - Setting up!

There are 2 steps to getting Fomo to "work".

The first step is to embed your unique snippet on your site. This is 1 line of code that will start displaying Fomo on your site.

The second step is to connect notifications. This provides the data that will populate your Fomo events, which will look like this:

Step 1 - Embed your snippet

Go to Settings > Embed and click "copy" on your code snippet:

Fomo Settings - Embed 2023-04-28 at 2.44.45 PM

Then, paste this piece of code right before the </head> tag of your site. Here's a video with step-by-step instructions.

If you've installed Fomo from a third party app marketplace (i.e. not from creating an account on "fomo.com", your snippet will already be installed for you and you can skip this step). Here are specific instructions on how to embed the snippet on Squarespace, Neto, Kartra, Landingi, and a JS-only environment.

If you've completed this manual, connected notifications, have an event lineup, and still don't see notifications live on your site, check out our troubleshooting guide.

Step 2 - Connect notifications

Go to Notifications and connect all the 3rd party platforms you use and would like to show off customer activity from. We recommend connecting at least 3 notifications but the more the better if your goal is to show off diverse customer activity!

Active Visitors and Someone is Viewing are automatically connected for you and may start displaying right away on your site.

After you've connected all of your notifications, head over to your Events tab to see any events that have been created already!

That's all!

You can stop here if you are in a time crunch or just want Fomo to display notifications on your site without further modifications.

Part 2 - Customize!

Step 1 - Adjust your notification text

From your Events tab, do you see text you want to change? Fomo has a toolkit to help you dynamically replace or change the text of your notification message.

Here are some options:

Option 1: Edit the template message

We import data from your connected notifications as variables - some common ones are "title", "first_name", and "city".

All of your templates will be displayed on the Notifications page:

Fomo Templates 2023-04-28 at 2.53.12 PM

From here you can choose to edit your template, or toggle templates on and off.

At the bottom of the Template screen, you will see the ability to edit the notification message, using various variables:

Fomo Template 2023-04-28 at 2.54.50 PM

Option 2: Template Filters

Want to truncate, trim, replace, delete, or obscure certain variables? Use Template Filters:

{{ title_with_link | trim_before [ | ] | fallback [something] }}

Option 3: Template Actions

See the variables coming through in your Events tab and need more powerful logic? Set up a Template Action with "IF x THEN Y"-style logic:

Fomo Template 2023-04-28 at 2.55.38 PM

Option 4: Event missing details?

See red "not showing" stamps? This means we are not able to read the variable data we need from your third party connection. Check out this article to fix it!

There are more advanced solutions to customize your notification message further, email us at hello@fomo.com to ask for suggestions for your use case!

Step 2 - Customize your visitors' experience

Go to your Settings tab to control how your visitor sees Fomo on your site:

  1. Timeline - select the timeline (initial delay, display time, etc.) for your notifications

  2. Devices & Position - choose Fomo's positioning on a desktop vs mobile view

  3. Limits - filter the notifications by recency and count

Control your visitors' experience by page via a Page Rule, like this:

Fomo Add Rule 2023-04-28 at 3.00.16 PM

In this example, Fomo notifications would not appear on your /about_us page.

Step 3 - Select your theme

Use our theme selector so your Fomo notifications align with your brand. Scroll through our seasonal hand drawn illustrations, animations, and add your own CSS code or overrides if you want!

Fomo Theme 2023-04-28 at 3.02.11 PM

Part 3 - Measure Fomo's ROI!

As a business decision maker, you want a good grasp of every expense's ROI.

That's why we've created a Dashboard to help you visually see all of your conversions in one place:

Fomo Dashboard 2023-09-20 at 10.32.25 AM

Your conversions data can come straight from Google Analytics. Go to Settings > Analytics to set this up. Here's a troubleshooting guide to help you make sure you're setting up the GA connection correctly. More Google Analytics help can be found here.

Part 4 - Advanced Features

There are many features available to get Fomo working the way you want for your site. Some features to investigate next:

  • Set up Push Notifications to reach your customers when they're not visiting your website!

  • Set up an on-page sales funnel with Flows

  • Too many events from one connected notification? Edit the capture ratio to control the ratio of your events by notification

  • Control your visitors' journey page by page with "IF X then Y" Page Rules, like *IF on cart page, THEN hide all Fomo notifications*

  • We're more likely to take our neighbor's recommendation over a stranger's. Enable Geo-Targeting to localize notifications.

  • Use Roundups to aggregate frequent events into 1 notification, like "53 people bought a Yellow T-shirt today"

  • Enable up to 27 languages based on your visitors' browser's language preference

More Resources

Congrats! You are now a Fomo mini guru.

Spread the love and earn up to 35% revenue share forever through our Partner Program.

Check out our Help Center, video guides, or email us at hello@fomo.com for any other questions!

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