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Install Bold Booster for PayPal on Gravity Forms

Bold Booster for PayPal is an extension that makes it easy for merchants to get access to PayPal’s full lineup of payment solutions, including Fastlane (US only), Venmo (coming soon, US only), Buy Now Pay Later, and other payment options preferred by customers. Bold Booster for PayPal seamlessly integrates with your existing checkout, allowing you to retain all your current customizations without any disruption and at no additional cost.

note

Contact us to get free white-glove installation and $500 back in transaction fees.

Requirements​

  • WordPress 3.7 or later
  • Gravity Forms 1.9.17 or later
  • PHP 5.6 or later

Prerequisite​

If you plan on using Apple Pay with PPCP, Braintree, or Stripe, download the domain association file for your sandbox environment and host it at /.well-known/apple-developer-merchantid-domain-association.

Refer to the following developer documentation for more details depending on your payment gateway:

Setup​

To set up Bold Booster for PayPal on Gravity Forms, complete the following steps.

Step 1: Configure security settings​

Your store's security settings, usually for local or test instances, may prevent Bold from making calls to your store. Use the following sections to ensure Bold can communicate properly and securely with your store.

Configure firewall settings​

Many merchants have firewalls in place that restrict incoming and outgoing network traffic, allowing only a predefined set of IP addresses. For Bold's integrations to function, Bold domains must be able to make requests to your application.

To ensure proper operation, you must configure your firewall settings to allow requests from the following domains or IP addresses:

Calls from Bold come from one of the following domains and may be GET, PUT, or POST requests:

  • https://api.boldcommerce.com
  • https://checkout.boldcommerce.com

Configure User-Agent settings​

Each call from Bold to your store is accompanied by a User-Agent header with a value of Bold-API. If your security system filters traffic based on headers, ensure that calls marked with User-Agent=Bold-API are permitted.

Step 2: Install Bold Booster for PayPal​

Install Bold Booster for PayPal to your WordPress store to start the setup process.

  1. Contact Bold to access the Bold Booster for PayPal on Gravity Forms code package.
  2. Log in to your WordPress admin account and navigate to Plugins > Add New.
  3. Click Upload.
  4. Select the code files you received from Bold and click Install Now.
  5. Navigate to Installed Plugins on the left.
  6. Find Bold Checkout for Gravity Forms and click Activate.

Gravity Forms offers additional ways to install add-ons. Refer to Gravity Forms documentation for details.

Step 3: Complete Bold Booster for PayPal onboarding​

  1. In WordPress, navigate to Forms > Settings > Bold Commerce.
  2. Click Connect with Bold.
    note

    Ensure that your browser does not have any settings enabled that block cookies, such as "Incognito Mode" or similar "Do Not Track" (DNT) settings. These settings can cause an error when attempting to complete this step.

  3. A pop-up window appears. Follow the instructions in the window to complete the following steps:
    1. Create a Bold account and connect your store.
    2. Install Bold.
    3. Add and configure a payment gateway.
      1. Click Alternative payment gateways and select PayPal Complete Payments or Braintree.
      2. If you want to only use PayPal payment buttons, uncheck the Use advanced credit and debit card fields box.
      3. Ensure the Allow Bold Checkout to perform payments and refunds box is checked.
      4. Click Connect to connect your store to your selected payment gateway.
      5. Enter your PayPal or Braintree credentials.
      6. Follow the prompts to return to your store setup.
      7. Next to your selected payment gateway, click the ellipsis (...) and click Edit credentials.
      8. Select your currency and payment types.
        note

        If you select a payment type that is not available to your region, that payment type will not appear on your storefront.

      9. (Optional, PPCP only) Choose your button shape and color.
      10. (Optional) Enable 3D Secure card payments. Do not enable this if you will also be using Fastlane.
      11. (Optional) Check the box for Apple Pay if you want customers to have this option at checkout. Complete these additional steps so Apple Pay works correctly.
        1. PPCP, Braintree, or Stripe payment gateways: Ensure you're hosting the domain association file in the correct location.
        2. PPCP: Enable Apple Pay in your PayPal account and set the phone number field to Required in your Adobe Commerce, Bold Checkout, and PayPal admin settings. Refer to the Bold Help Center for more details.
      12. (Optional) Check the box for Google Pay if you want customers to have this option at checkout.
        note

        If you enable Google Pay with Braintree, you also need to enable it in your Braintree business account settings.

      13. Click Save.
    4. Copy the API access token.
      caution

      Ensure that you save the API access token in a safe place. You will need it for the next step.

Step 4: Enter the API token​

  1. If you are not already there, navigate to Forms > Settings > Bold Commerce.
  2. In the API Token field, paste the API token you copied during onboarding.
  3. Save the settings.

Step 5: Create a form​

Add and configure a new form type to make Gravity Forms work with Bold.

  1. In the left-hand menu, click Forms > New Form and create a blank form.
  2. Specify a form title and optional description.
  3. In the field selector panel on the right, navigate to the Pricing Fields section. Pricing fields screenshot
  4. Select Product to add and configure the product you want to offer in this form.
  5. Select the Product field you just created to configure its options. This opens the field settings. Pricing fields screenshot
  6. In the General section of the field settings, specify a name and price for the product. All other fields are optional.
  7. Under Field Type, select whether this field represents a single product or a list of multiple products customers can choose from. If you choose to include multiple products, include a name and price for each.
  8. (Optional) Fill out any other fields with more information.
  9. Add more Product fields or options as needed for every product you want to include in the form.
    note

    For Gravity Forms to work seamlessly with Bold, keep product fields at the beginning of the form. Moving the fields to a different location can result in errors.

  10. (Optional) In the field selector panel, in the Pricing Fields section, add the Option pricing field and specify any extra fees, other than shipping, to add to orders at checkout.
  11. In the field selector panel, under Advanced Fields, add each of the following fields:
    • Email
    • Name
    • Address field for billing address
    • Address field for shipping address (if selling physical products)
      note

      If you do not add these fields, Bold will not work with Gravity Forms.

  12. Under Pricing Fields, add a Shipping field and configure its options.
    1. Choose between offering a single shipping method or add drop-down or radio buttons for multiple shipping options.
    2. In the Label for each shipping method, specify a name and price.
    3. Set the shipping options to Required.
  13. Under Pricing Fields, add the Total field.
  14. If you want to use Fastlane in your checkout, follow these steps to enable Fastlane in the Bold Account Center and on the form you're creating.
  15. Add a Bold Checkout, Bold Wallet Pay, or Fastlane field. This is where the payment step will load. To ensure the best customer experience, Bold recommends this field be the final step of the checkout process.
    note

    Do not use the Bold Checkout field and the Fastlane field in the same form.

    Pricing fields screenshot
  16. Save the form.

Step 6: Create a feed for the form​

Set up a Bold feed to define how your store processes information from the form.

  1. In the left-hand menu, click Forms and find the form you just created.
  2. Click Settings > Bold Commerce > Add new.
  3. Specify a name for your feed.
  4. Under Transaction Type, select Products and Services.
    note

    Bold Booster for PayPal on Gravity Forms does not support subscriptions.

  5. For Payment Amount, select Form Total.
  6. Under Other Settings, map your required fields in the billing address to the form fields you had previously created.
  7. (Optional) Map your required fields in the shipping address to the form fields you created in the previous steps. If you choose to not map the shipping forms, Bold will use the same mapping you set for billing addresses.
  8. Save the feed. The following image shows an example of a successfully mapped feed for a form using Bold. Pricing fields screenshot For more information about using feeds in Gravity Forms, refer to Gravity Forms documentation.

Step 7: Create the form page​

Create a page to display your form so customers can use it for checkout.

  1. In the left-hand menu, go to Pages > Add New.
  2. Specify a Page title.
  3. Add the form to the page.
    1. Gravity Forms version 1.9:
      1. Click the Add form button under the page title field.
      2. Select the form and click Insert form.
    2. Gravity Forms version 2.0 or later:
      1. Click + in top left corner and search form.
      2. In the drop-down menu that appears, select the form you created.
  4. Click Publish.

Step 8: Create the confirmation page​

Create the page customers will see after submitting an order.

  1. In the left-hand menu, go to Forms > Forms.
  2. In the list of forms, locate the form you want to create a confirmation page for.
  3. Hover over the title of the form and click Settings > Confirmations.
  4. Click to edit the Default Confirmation.
  5. Next to Confirmation Type, ensure Text is selected.
  6. Write the confirmation text you want customers to see. Example:
Thanks for your purchase!
Your order details:
Order ID:
Payment info:
Payment method:
  1. Add tags to the confirmation text so that it pulls in the customer's order information:
    1. On the right, click the Merge tags icon and scroll down to the tags that start with Bold. Bold tags menu
    2. Add each tag to the corresponding place in your confirmation message. Example: Confirmation page example
  2. Leave the Disable Auto-formatting box unchecked.
  3. Click Save Confirmation.

Step 9: Enable Fastlane (optional)​

Fastlane by PayPal offers a streamlined checkout experience to existing Fastlane customers and allows new customers to quickly and easily save their payment and shipping information for a seamless checkout experience in the future.

Install and configure Fastlane with Bold Booster for PayPal to reduce steps in checkout, boosting conversions and increasing lifetime customer value.

Customers can use Fastlane wherever it's available on the internet, allowing you to leverage a network of millions of PayPal customers.

Fastlane requirements​

  • A store located in the United States, selling in USD.
  • A PayPal Complete Payments (PPCP) or Braintree Credit Card payment gateway.
    • Fastlane does not currently support 3D Secure.
  • Fastlane enabled in your PayPal account. Refer to PayPal's documentation for enabling Fastlane with PPCP or Braintree.
  1. Log in to Bold Account Center and open Bold Checkout.
  2. Navigate to Checkout > Payment Settings.
  3. Next to PayPal Complete Payments or Braintree Credit Card, click on the ellipsis to edit the settings.
  4. Check the box to enable Fastlane by PayPal.
  5. Click Save.
  6. In Gravity Forms, when creating a form, place the Fastlane field at the end of the form to use Fastlane in your checkout experience.
  7. Continue with creating a feed for the form.

Customer experience: Existing PayPal customer with a Fastlane profile​

When the customer enters a PayPal associated email in the checkout, they receive a verification code by text which they can then enter into the checkout. Once validated, the checkout is automatically populated with their saved shipping, billing, and payment information. From here, they can either complete the order, or they can adjust their checkout information.

Existing customer screenshot

Customer experience: Customer without a Fastlane profile or PayPal-associated email address​

When the customer proceeds to the checkout, they enter their email address, shipping information, and payment information as usual. If the customer consents to save their payment profile with Fastlane (enabled by default) on the payment information page, a Fastlane profile is automatically created once they complete their order. Customers can also manually disable Fastlane account consent if they do not wish to save a Fastlane profile.

Screenshot of Fastlane toggle

note

Fastlane opt-in is only displayed to customers located in the United States.

Next steps​

If you have any issues with your onboarding, please submit a support ticket. Or, if you have a Bold representative working with you, add them as a support user on your store and contact them for further help.