Setup Guide for Bold Checkout

Bold Checkout is a robust e-commerce solution to providing your customers the best custom checkout experience.

Follow this comprehensive step-by-step guide to get started.

 Alert

WooCommerce plugins for shipping, taxes, payments and anything that affect the checkout are not available when using Bold Checkout.

Shipping, taxes, and payment all need to be configured within Bold Checkout.

 


 

1. Connect and setup your WordPress website and WooCommerce store.

The WooCommerce plugin will need to be installed and activated in your WordPress admin.

It's recommended to have a few products and a basic theme setup for testing.

2. Contact our Sales team to discuss your requirements and get approval.

Once approved, you will receive further instructions to download and install the plugin.

You can contact our Sales team here.

3. Ensure your payment gateway is set up and ready.

It can take some time for an account to be approved.

If you don’t already have an account with aone of our existing payment gateways, we recommend Stripe or Braintree.

 


 

  1. Navigate to the Bold Commerce website.
  2. Select Contact Sales.
  3. Enter your information into the form.
  4. Select Contact Bold Commerce.

Once the form's been filled out and submitted, our sales team will evaluate your submission and reach back out to you with more information on how to install Bold Checkout.

 


 

In order to access your Bold apps, you must create and connect a Bold account through the Bold plugin within your WordPress admin.

All Bold Commerce apps get installed through the Account Center in the Bold Commerce WordPress plugin.

  1. From your WordPress admin, select the Bold Commerce plugin.
  2. Log in to your account if you have one, if you don’t, select Get Started beside Don’t have an existing account?

    Note: Please visit Create & Connect a Bold Account for steps that you can follow to create an account.

  3. You will see all available Bold Apps for WooCommerce on this page. Locate Bold Checkout and select Add.
  4. Select Approve.

    Note: By selecting this option, you are accepting that Bold Checkout has access to the listed scopes on your WooCommerce store.

 


 

Before you can accept payments from your customers, you must connect a payment gateway.

The payment gateway is how your customers will be charged for their orders, as well as where their credit card information will be safely stored.

  1. Within the Bold Checkout admin, select Payment Options, then Payment Gateways.
  2. Select Connect Gateway, next to the payment gateway you would like to set up.
  3. Add the required Payment Gateway information (username, password, API token, etc).
  4. Select OK.

Please visit Connect a Payment Gateway to Bold Checkout for more information.

 


 

Shipping zones determine which counties, provinces, and states your store's able to ship to.

With Bold Checkout, you can create as many shipping zones as you need - there's currently no limit to the number of zones you can create.

  1. From the Bold Checkout admin, select Shipping, then Shipping Zones.
  2. Select Create Zone.
  3. Enter a zone name, and select the country/countries that this zone should apply to.
  4. Under Carrier, select your desired carrier.
  5. Select Flat Fee or Percentage of Live Shipping Rate. (optional)
  6. Enter a number to increase the shipping rate by. (optional)
  7. Select Add.
  8. Select Save.

Please visit Create Shipping Zones in Bold Checkout for more information.

 


 

Bold Checkout can use default tax rates for US and Canada. These are calculated at the most up-to-date rates that we have available. Your warehouse zone will determine how and where your taxes are calculated from.

  1. From within Bold Checkout, select Payment Options, then Tax Settings.
  2. Under Charge Settings, select:
    • Include taxes in the price of my products; and/or
    • Add taxes to shipping cost.
  3. Select Create with Presets, or Create Custom Zone.
    • Create with Presents - Allows you to select predetermined tax rates on a per country basis.
    • Create Custom Zone - Allows you to set custom tax rates for a single or group of countries.

      Note: Because the US and Canada aren't listed within the North America preset, you must use this setting when selling to the US or Canada.

  4. Under Connect Tax Provider, select Connect. (optional)

Please visit Set up Tax Settings in Bold Checkout for more information.

 


 

Because Bold checkout uses an independent checkout process to charge your customers for their orders, all discount codes you wish to offer must also be created within Bold Checkout.

  1. From within Bold Checkout, select Payment Options, then Discount Codes.
  2. Select Create a Discount.
  3. Under Step 1, enter an internal discount name.
  4. Under Step 2, either enter a discount code or generate a discount code key.
  5. Under Step 3, select a discount type and if applicable, enter a discount amount.
  6. Under Step 4, select a discount code condition. (optional)
    • Use Limit for Discount Code - Allows you to limit how many times a discount can be used in the checkout.
    • Use limit per customer - Allows you to limit how many times the discount can be used per customer.
    • Date Range - Allows you to set a date range for when the discount(s) are active on your store.
  7. Select Save.

Please visit Discount Codes Overview & Setup in Bold Checkout for more information.

 


 

Because Bold Checkout uses its own checkout to process your customer's orders, the app has its own section for managing orders, abandoned carts, and more.

You can also integrate Google Analytics and Facebook Pixel with Bold Checkout to track your customer's purchase path.

 


 

Order Management

Orders purchased through Bold Checkout can be viewed within the Bold Checkout admin under Orders > All Orders.

Orders that fail to generate will also create a record with the error message.

 


 

Abandoned Cart Management

Customers who abandon the checkout after entering their name or email address will be recorded in Bold Checkout under Orders > Abandoned Carts. Abandoned carts can only be seen after you've activated and customized Bold Checkout's abandoned cart email templates.

Each abandoned cart record includes the following information:

  • The customer's name and email address.
  • A direct link to the customer's abandoned checkout.
  • A timestamp of when the abandoned email was sent.
  • A timestamp of when the customer last made a change in the checkout.
  • A status of whether the automated email has been sent to the customer or not.

Please visit Reports & Analytics in Bold Checkout for more information.

 


 

Add a Logo

Adding a logo to the checkout replaces the text with your store's name.

  1. From within Bold Checkout, select Settings General Settings.
  2. Scroll down to the Logo section, and select Upload File under Header.
  3. Select a file that contains your store's logo. 
  4. Select Save.

 


 

Checkout Process

The Checkout Process section of Bold Checkout allows you to further customize your store's checkout experience.

  1. From within Bold Checkout, select Settings General Settings.
  2. Under Checkout Process, change the desired settings.
  3. Select Save at the bottom of Checkout Process.

Please visit Customization & Styling in Bold Checkout for more information.

 


 

Bold Checkout's able to integrate with many different apps so you can offer an even more customized checkout experience to your customers. These integrations are listed within the Bold Checkout admin under Marketplace.

Please visit Integration Hub for Bold Checkout for more information.

 Alert

WooCommerce plugins for shipping, taxes, payments and anything that affect the checkout are not available when using Bold Checkout.

Shipping, taxes, and payment all need to be configured within Bold Checkout.

 


 

Before you enable Bold Checkout, we highly recommend placing a test order to ensure everything is working as it should.

Bold Checkout offers the ability to enable development mode, which allows you to connect a "dummy" payment gateway for testing purposes.

Enable Development Mode

  1. From within Bold Checkout, select Payment Options, then Payment Gateways.
  2. Select the toggle to enable Development Mode.
  3. Once Development mode has been enabled, you can proceed with placing a test order.

 


 

Place a Test Order

Before placing a test order, it's recommended enabling development mode first.

Once development mode has been enabled and you've connected the "dummy" payment gateway, you may create as many test orders as you'd like - the "dummy" payment gateway will not charge you real funds.

It's best to try as many different scenarios as possible when testing just to ensure everything is set up properly.

Please visit Place a Test Order in Bold Checkout for more information.

 


 

 Alert

The steps outlined below are for enabling Bold Checkout using the Bold Checkout Template method. If you would like to enable WooCommerce Integrated Bold Checkout, please visit WooCommerce Integrated Bold Checkout Setup.

In order to enable Bold Checkout in WooCommerce, you'll need to:

  1. Create an API key within the Bold Account Center.
  2. Add the API key to your WooCommerce settings.
  3. Enable Bold Checkout.

 


 

Create API Key

  1. Log into the Bold Account Center and ensure you have the right store selected.
  2. Go to Developer Settings.
  3. Select Create API Key.
  4. Name the API Key, and choose the scopes.
    • For Checkout > Payments, select Write.
    • For Subscriptions > Shop, select Read.
    • For all the other scopes, select Read/Write
  5. Select Create
  6. Copy the Shared Secret and the API Key to a secure location. You will need these for an upcoming step.
  7. Select the box to verify that you understand the Shared Secret and API key will not be viewable after this dialogue is closed.
  8. Select Done.

 


 

Enable Bold Checkout in WooCommerce

  1. From your WordPress admin, navigate to WooCommerce > Settings > Integration > Bold Checkout.
  2. Select Enable Bold Checkout.
  3. Paste your Shared Secret and API Key into the correct fields.
  4. Select Save Changes.

 


 

Enable Bold Checkout in the Bold Checkout Admin

  1. From your WordPress Admin, navigate to WooCommerce > Bold > Open Bold Checkout.
  2. Go to Settings > General Settings.
  3. Select Enable Bold Checkout

 


 

Because orders processed through Bold Checkout are being processed through a different checkout, refunds must also be processed through the Bold Checkout app.

  1. From within Bold Checkout, select Orders, then All Orders.
  2. Select the Refund button beside the order you wish to refund.
  3. Enter a Refund quantity.
  4. Enter a Restock quantity. (optional)
  5. Enter a $ amount next to Shipping refund if you would like to refund a full or partial shipping charge.
  6. Enter a refund reason.
  7. Select Send an email notification to the customer.
  8. Select Refund $XX.XX.

Please visit Refund an Order in Bold Checkout for more information.

Was this article helpful?
0 out of 0 found this helpful