Help Center Tips & Tricks

The Help Center provides a large amount of information for all Bold products. You can find information on product price plans, functionality, setup instructions, FAQs, and more.

Due to the diversity of our products, we understand that it can be difficult to manually navigate through all of the articles.

This article will guide you through the layout and functionality of the Help Center so that you can easily find the articles you are looking for. 



All published articles on the Help Center can be found in the left-side menu. To browse all the articles for the Bold product you are using, simply select your platform at the top and your product from the menu below. The menu is accessible from every page on the Help Center.



Select Your Platform

Because Bold creates many different products for many different platforms, you can filter your view by choosing Select Your Platform from the top of the left-side menu.


Platform Selector




Product Catalogue

Under Product Catalogue, you can search for a product by name, or browse from the menu below. All products are listed alphabetically.

Once you find the product you are looking for, select a section to expand and view the articles.

Sections within Custom Pricing


Once you select an article you will be taken to the article page, and the entire product category you are viewing will move to the top of the menu list for easier browsing. This allows you quickly view and access all the articles for your selected app without having to scroll down the menu each time.

Custom Pricing menu placement



From the home page, you can search using one of two search bars near the top of the page.

Help Center Search

When searching for information for a particular app, it is best to use the app name and version (if known) and include one of our action words. Generally, articles use one of the following action words to describe different goals:

  • Create
  • Customize
  • Set up
  • Add
  • Apply
  • Select
  • Change
  • Enable
  • View
  • Disable
  • Remove
  • Install

Adding one of the above action words to your search terms will help narrow down the search results. Simply use the word that most closely relates to what you want to achieve with the app. For example, you could search: Create an Upsell offer, Set up Bold Subscriptions, or install Custom Pricing.

While typing in your search terms, a short list of suggested articles that are relevant to your terms will appear. 

Search for Set Up Subscriptions

You can choose from one of the suggested articles as in the above list, or hit enter on your keyboard to see a list of all possible results.


Keep Your Search String Simple

The Help Center search function works best with smaller keyword searches as apposed to using longer sentence-form questions. With less information in the query, the search function is able to better connect your terms with the article's titles, tags, and overview.

The only time a longer sentence-form query should be used is if you're looking to have a question answered through our FAQs.

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