Setup Guide for Bold Checkout

Overview

Before installing the Bold Checkout app, please ensure your commercetools site and storefront are created.

Please select an option below to get started.

 


 

Please contact our Sales team to receive assistance with setting up the Bold Account Center.

 Caution

This installation may be complex to those who are not developers. This installation is recommended for store owners that have their own developers.

Bold Checkout requires a third party payment gateway in order to function.

This is how your customers will be charged for their orders, and is where your customer's credit card information is safely stored.

Connecting a Payment Gateway

  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.


For more information on which payment gateway providers are integrated with Bold Checkout, please visit Connecting a Payment Gateway to Bold Checkout.

Shipping zones determine which countries, provinces and states your store is able to ship to. There is currently no limit on how many zones can be created within Bold Checkout.

Create Shipping Zones in Checkout

To create a shipping zone in Bold Checkout with a standard carrier, please follow the steps below.

  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.

For more information about modifying the warehouse address or creating zones, please visit Create Shipping Zones in Bold Checkout.

Bold Checkout can use default tax rates for both the US and Canada. These rates 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.

Set up Tax Settings
  1. From within Bold Checkout, select Payment Options, then Tax Settings.
  2. Under Charge Settings, select either:
    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 pre-determined tax rates on a per country basis, then save the group as a whole.
    Create Custom Zone - Allows you to set custom tax rates for a single country, or group of countries. This is the setting you will need to use for both US and Canada, as they are not listed within the North America region preset.
  4. Under Connect Tax Provider, select Connect. (optional)

For more information on Custom Tax Rates, Checkout tax settings, integrations, and VAT, please visit Setting up Tax Settings in Bold Checkout.

Bold Checkout uses an independent checkout process to charge your customers for their orders. Because of this, any discount codes you wish to offer on the storefront must be created within the Bold Checkout app admin.

Creating a Discount Code

  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 - Enabling this condition allows you to set a number for the amount of times that the discount code can be used in the checkout page in total.
    - Use limit per customer - This condition allows you to restrict how many times the discount code can be used per customer on your store. 
    Date Range - A date range can be used to set when the discount code is enabled and disabled on your store. 
  7. Select Save.

For more information, please visit Discount Codes Overview & Setup in Bold Checkout.

Bold Checkout uses its own checkout to process your customer's orders. Because of this, the app has its own section for managing abandoned carts and orders that are generated inside of the Bold Checkout.

You can track many different customer events on your store with our Google Analytics and Facebook Pixel integrations.


Order Management

When a customer makes a purchase through Bold Checkout, the order can be viewed within the Bold Checkout admin. These orders can be found within  Orders > All Orders.

When an order fails to generate, Bold Checkout will display an error message and only a record of the order and will be created within the Bold Checkout.


Abandoned Cart Management

When a customer reaches the Bold Checkout and enters their name and email address, then closes out of the checkout, the customer's abandoned checkout will be recorded in Bold Checkout under Orders > Abandoned Carts.

You cannot view abandoned carts until you have activated and customized the abandoned cart email templates.

Each abandoned cart that's recorded in Bold Checkout will include the following information:

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


Audit Logs

Audit logs in Bold Checkout outline changes that have been made to the app. You can view the audit logs by selecting Account > Audit Logs within the Bold Checkout admin.

For more information, please visit Reports & Analytics in Bold Checkout.

Bold Checkout offers several different ways to customize the look and feel of its checkout. This includes adding custom store logos, customizing the color scheme, or switching between one page or three page checkouts.

 

Add a Logo

Adding a logo to your checkout will replace the text with your store's name at the top of the checkout.

To add a logo into the Bold Checkout, please follow the steps below.

  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

There are a number of settings under Checkout Process section that allow you to customize how your checkout looks and how people can interact with difference aspects of it.

To adjust the checkout process, please follow the steps below.

  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.


For more information on the following:

  • Customizing the appearance.
  • Adding a favicon.
  • Adjusting the checkout process.
  • Address autocomplete.
  • Custom hostnames.

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

Bold Checkout integrates with several different apps to provide a multitude of different functionalities that aren't possible using the standard checkout. These integrations are listed within the app's admin under Marketplace.

Please visit Integration Hub for more information on using our app to its fullest.

We strongly recommend testing Bold Checkout before enabling it on your store.

Bold Checkout has a development mode that allows you to process test orders through a "dummy" payment gateway. This is a great way to check automated email flows and familiarize yourself with how orders are processed through the Bold Checkout.

Enable Development Mode 

Bold Checkout will replace the standard Checkout on your store. This helps with app integrations, as well as with processing your store's orders through an alternative checkout.

Before enabling Bold Checkout for your customers, we highly recommend enabling development mode to test it.

Please follow these steps to enable Checkout's 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

It is recommended completing these steps while in development mode, as instructed above.

This ensures that you can connect to our test payment gateway and that the order will not charge real funds.

When creating test orders, it is best to try different scenarios to ensure everything is set up properly. Example elements to test are as follows:

  • Gift cards
  • Discount codes
  • Credit cards
  • Being logged in or out


Visit Placing Test Orders for more information on completing this step.

Bold Checkout must be enabled through the app's General Settings before it can be utilized on your store. Please follow the steps below to enable Bold Checkout:

  1. From within Bold Checkout, select Settings, then General Settings.
  2. Under Enable Bold Checkout, select Turn Bold Checkout On.

Since orders that are purchased on your store process through a different checkout, refunds must be done through the Bold Checkout app. 


Completing a Refund

When an order is made through the Bold Checkout, you can decide to either fully or partially refund it.

To refund an order placed through Bold Checkout, please follow the steps below.

  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.


For steps on refunding an order that was processed through Bold Checkout, please visit Refund an Order in Bold Checkout.

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