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Glossary

3D Secure (3DS)

A technology that requires customers to complete additional steps to verify their identity, with the aim of reducing fraud and meeting the requirements of the Strong Customer Authentication (SCA) regulation.

Applicable product: Checkout

For more information: Handling Strong Customer Authentication (SCA)

API access token

An automatically-generated, unique string that identifies you when using the Bold APIs. For endpoints that require it, the API access token must be included in the “Authorization” header of the call.

Applicable product: All

For more information: Quick Start and Build Public Integrations

access scope

Controls which the type of access an integration has to a store's data via API endpoints.

Applicable product: All

For more information: Access Scopes

action (Price Rules)

A property of a rule that defines how to adjust the prices of items in a product selection.

Applicable product: Price Rules

For more information: Rulesets and Rules

action (Checkout Plugin)

A command sent from a plugin to Bold Checkout in response to an event. Actions often result in changes to an order's application state. Part of the event-action loop.

Applicable product: Checkout

For more information: Checkout Concepts: Plugins

amendment/amendable

An order is amendable if it can be edited after the customer submits an order (calling the Process Order endpoint), but before the order is processed. Examples include Bold's Upsell application, certain fees, etc. One of these edits to an order is called an amendment.

Applicable product: Checkout

For more information: Checkout References: Plugin Events

app hook

An application hook (or app hook) is a custom event that you can use to communicate between Bold Checkout and your plugin. It allows a plugin with custom frontend components to participate in the event-action loop.

Applicable product: Checkout

For more information: Create Custom Events with App Hooks

box

An entity that connects Subscription Builder to a subscription group.

Applicable product: Subscriptions (Subscription Builder)

For more information: Configuring Subscription Builder Entities

box product

An entity that identifies a product/variant to be made available to a box's time slots.

Applicable product: Subscriptions (Subscription Builder)

For more information: Configuring Subscription Builder Entities

box size

An entity that determines the pricing and product availability of a box.

Applicable product: Subscriptions (Subscription Builder)

For more information: Configuring Subscription Builder Entities

cart parameter

Metadata, defined in key and value pairs, that can be appended to a Bold Checkout order.

Applicable product: Checkout

For more information: Checkout Concepts

Checkout Backend API

As one portion of a headless checkout, the Checkout Backend API performs tasks such as initializing an order, adding an authenticated customer, and capturing payments. These calls are made from a secure server rather than from a browser, so they only require an API access token.

Applicable product: Checkout

For more information: Checkout Backend API Specification

Checkout Frontend API

As one portion of a headless checkout, the Checkout Frontend API performs user-driven functions, such as adding and editing cart line items, editing billing and shipping addresses, and choosing a shipping method. Because these requests are triggered by customer actions in a browser or similar client, these requests require the use of a temporary JSON web token (JWT) to authenticate changes to an order on a customer's behalf.

Applicable product: Checkout

For more information: Checkout Frontend API Specification

condition

A property of a rule that defines the criteria for triggering a rule’s actions.

Applicable product: Price Rules

For more information: Rulesets and Rules

customer-targeted pricing

A type of price rule that applies a ruleset to a subset of customers.

Applicable product: Price Rules

For more information: Customer-Targeted Pricing

event

A predefined point of significance in the Checkout experience, such as order_submitted or order_changed. Part of the event-action loop.

Applicable product: Checkout

For more information: Checkout Concepts: Plugins

event-action loop

The primary mechanism used for communication between Bold Checkout and plugins.

A Checkout plugin listens for events, and the plugin responds with one or more actions. Bold Checkout executes the actions, which often result in changes to the order. This pattern is called the event-action loop.

Applicable product: Checkout

For more information: Checkout Concepts: Plugins

headless

A software architecture that enables developers to decouple the frontend (i.e. the “head”) and backend of an application.

Applicable product: Checkout

For more information: Checkout Concepts

headless checkout

An offering that enables a merchant to completely customize the look and feel of the Checkout experience, while maintaining the features and functionality of Bold Checkout. For example, the headless Bold Checkout enables a merchant to create “heads” in a variety of channels, including desktop, mobile, in-store kiosks, and more. The merchant can create custom, branded checkout experiences that are all enabled by Bold Checkout.

Applicable product: Checkout

For more information: Build a Headless Checkout

idempotency key

An arbitrary, alphanumeric string used to identify a unique set of data (i.e. a subscription, an order, or a webhook). Bold APIs use idempotency keys to give each entity or process a unique ID. If an API receives multiple requests with the same idempotency key, the API will always pick up where it left off.

Applicable product: Checkout, Subscriptions

For more information: Programmatically Create Subscriptions

integration

Software that is built to work with or communicate with other software (in this case, Bold Checkout, Subscriptions, or Price Rules). See also private integration and public integration.

Applicable product: All

For more information: Types of Integrations

OAuth 2.0

An authorization framework that enables integrations to securely access a store's data as it exists in Bold's system and the platforms we integrate with. Public integrations may use OAuth 2.0 to obtain API access tokens. More information about OAuth can be found in The OAuth 2.0 Authorization Framework.

Applicable product: All

For more information: Building Public Integrations

Payment Isolation Gateway Interface (PIGI)

The interface that a customer uses to input their payment information and add the payment method to an order. PIGI isolates customer payment information from everything else that happens during a checkout experience. This separation increases the security of the customer’s payment information by preventing any third party scripts from having access to information shoppers input into the payment fields.

Applicable product: Checkout

For more information: Checkout Concepts: PIGI

platform

The software that provides an interface for merchants to sell their goods and services, and for shoppers to purchase those goods and services. Platforms usually offer a form of product management, customer authentication, order management, and other management features.

Bold provides out-of-the-box support for several platforms, including BigCommerce, commercetools, Shopify, and WooCommerce.

note

All fields in the API specifications that refer to a platform_id refer to an ID for the given resource that is generated by the platform.

Applicable product: All

plugin

A custom application that extends the capability of Bold Checkout. Merchants, partners, and other third-party developers can all create plugins.

Bold Checkout has various methods of interacting with plugins, typically through the event-action loop.

Applicable product: Checkout

For more information: Checkout Concepts: Plugins

private integration

An integration manually installed on a store. It is not listed in the Integration Marketplace, and these integrations only require an API access token obtained through the Bold Account Center.

Applicable product: All

For more information: Types of Integrations

public integration

An integration that can be conveniently installed on more than one store. They can be published (listed in Bold Account Center’s Integration Marketplace) or unpublished. Partners building public integrations must create API access tokens using the OAuth 2.0 flow.

Applicable product: All

For more information: Build Public Integrations

rule

A feature of Price Rules that defines the pricing actions to take when a set of conditions are satisfied.

Applicable product: Price Rules

For more information: Rulesets and Rules

ruleset

The core resource of the Price Rules API, which allows you to dynamically manage the pricing of products on an ecommerce store. Rulesets are JSON objects with a defined structure and elements.

Applicable product: Price Rules

For more information: Rulesets and Rules

selection

A collection of box products that a shopper adds to a subscription order for a selection line item on a specific date.

Applicable product: Subscriptions (Subscription Builder)

For more information: Configuring Subscription Builder Entities

selection line item

A single box product that has been (or will be) added to a subscription within a selection.

Applicable product: Subscriptions (Subscription Builder)

For more information: Configuring Subscription Builder Entities

shell product

A product that is programmatically added to the cart along with the other product selections, which allows Subscription Builder to differentiate a Subscription Builder order from a regular Bold Subscriptions order.

Applicable product: Subscriptions (Subscription Builder)

For more information: Configuring Subscription Builder Entities

shell subscription group

A subscription group containing only the shell product.

Applicable product: Subscriptions (Subscription Builder)

For more information: Configuring Subscription Builder Entities

Strong Customer Authentication (SCA)

A regulatory requirement set by the second Payment Services Directive (PSD2), which aims to create additional layers of security for banks and customers in Europe. Banks that facilitate transactions between a merchant and customer that are both in Europe may require two of the following three methods of authentication:

  • Something the customer knows.
  • Something the customer has.
  • Something the customer is.

The 3D Secure (3DS) technology helps merchants adhere to the SCA requirements.

Applicable product: Checkout

For more information: Handling Strong Customer Authentication (SCA)

Subscription Builder

A Bold integration that allows you to offer selections to your customers with each subscription recurrence or make choices for them based on their preferences.

Applicable product: Subscriptions (Subscription Builder)

For more information: Subscription Builder

subscription line item

A single line item in a customer’s subscription that is associated with a box.

Applicable product: Subscriptions (Subscription Builder)

For more information: Configuring Subscription Builder Entities

time slot

A collection of box products available in a time range for a box. These are typically used to denote the different options your customers can choose from for each of your delivery cycles.

Applicable product: Subscriptions (Subscription Builder)

For more information: Configuring Subscription Builder Entities

time slot option

A single box product available within a time slot.

Applicable product: Subscriptions (Subscription Builder)

For more information: Configuring Subscription Builder Entities

webhook

A method for Bold to notify you when an important event occurs. Register for a webhook by providing a user-defined callback URL that Bold sends a response to when the given event occurs.

Applicable product: Checkout and Subscriptions

For more information: Register for Checkout Webhooks or Register for Subscriptions Webhooks

widget

A customizable UI component that you can add to a storefront and configure to call Bold APIs. Most commonly used in Bold Subscriptions to allow a customer to subscribe to recurring orders.

Applicable product: Subscriptions

For more information: Building Custom Widgets