This support article explains how to extend the expiry of live cards, and provides both video and written tutorials.
To see how to reactivate cards that have already expired click here.
There are two ways to change the expiry of a live card. Editing one card at a time, or editing in bulk.
Editing one card at a time
First, find the card you'd like to edit. Once you've done that, select the card and you'll see these options:
Clicking 'change expiry' will allow you to edit the expiry: by number of days; to a specific date, or remove the expiry all together.
Editing cards in bulk
On your Toggle account there's a useful tool called 'Bulk Edit' found on the left hand sidebar that lets you reactivate expired cards so customers can re-use it or extend the expiry date of cards to allow guests more time to visit you.
Re-activating expired gift cards and then adding a new expiry date.
You can edit lots of gift card expiry rules in one go or simply edit individual cards as and when it's needed.
You can edit gift card expiry dates on an individual basis or you can bulk edit them in groups.
You will need to select 'Edit expiry dates' from the dropdown list.
Firstly, you will need to go to the Bulk Edit section on your Toggle account.
You will then see a question which asks 'What kind of edit would you like to make?'
This option provides two sub-options to extend the cards by a certain length of time e.g. by 6 months ('Extend all gift card expires by') or to expire the cards on a specific date e.g. on December 31st ('Expire all cards on').
Editing the expiry date.
1. Identifying and gathering the card data to do bulk edit
The first thing to do is to identify and gather the cards you want to edit. You might be looking to extend the expiry dates for a specific type of card or gift cards bought before a certain date etc.
Go to Data > Cards and select the CREATION date of the cards you need to extend, for example if your cards have a 12 month expiry date and you want to extend all cards that are due to expire during March 2021 you will need to select March 2020 as the date range.
Or, if you are looking to edit one gift card, just grab the unique code for that particular card (this can be obtained from a customer directly or by searching their card on the Purchases section).
2. Add the data to a new CSV format file
On Excel, Google Sheets, or whichever spreadsheet software you use, paste the unique card numbers into column A, with one unique number per row. Note that there is a limit of 5000 cards per CSV, so if you are editing more cards than that, you may have to break the CSV into multiple files. For example -
Save the file as a CSV (comma delimited).
3. Upload the file to the Bulk Edit tool.
Click onto the upload box to select the CSV file you've saved, or drag your CSV file directly from your documents into the upload box. Once it's successfully uploaded the upload box will show up this symbol:
If you want to remove the file you've upload, click the red 'remove file' button.
You can choose whether you want to expire the cards on a certain date or whether you want to extend them all by X days.
If you're happy with the editing options selected, click the green 'Update Cards' button. You'll get a 'confirm edit' prompt as well.
4. After editing the gift cards
A record of files that have been uploaded and had the expiry dates edited will show up at the bottom of the Bulk Edit page. Click on the green download button and a file will be downloaded that shows all the cards that were edited. (If you do not get the green complete label, check our troubleshooting section below).
After uploading and then Updating Cards, you will hopefully get a green 'complete' label next to the download button. This means all cards were successfully edited.
A yellow 'complete' label means some of the cards were not successfully edited, perhaps due to the card number being incorrect. If you click the green download button you will see what cards did not get edited and the reason why.
A red 'failed' label means none of the cards were successfully edited. This is likely due to the card codes being incorrect.
After uploading a file and then clicking 'Update Cards' you might see this red message appear saying "The file must be a file of type: text/csv, text/plain. You'll need to go back onto the document with the cards on that you want to download, and click 'save as' to get the option to save it as a CSV.