Using Toggle

The Toggle Playbook

The onboarding guide for setting up a Toggle account - with key features explained, and common questions answered.

Written by Anna Morton
Updated over a week ago

Extending the expiry date of live cards

Sometimes you might want to extend the expiry dates of some cards that haven't yet expired.

Written by Georgina Doyle
Updated over a week ago

Searching for orders and cards

Toggle allows you to search for both cards and orders making it easy to provide amazing customer support

Written by Oskar Smith
Updated over a week ago

Reactivating cards that have expired

From one card expiry extension to in-bulk, the Bulk Edit tool gives you control over card expiry rules for existing cards.

Written by Stephen Evans
Updated over a week ago

Finding the details of a specific card

Find a specific purchase to check its history, balance and current status

Written by Stephen Evans
Updated over a week ago

Manually creating orders and FOC cards

Need to create an order or a gift card manually without taking payment? Here’s how.

Written by Andrew Whiteley
Updated over a week ago

Issuing refunds & cancelling online orders

Need to issue a refund and cancel an order made on the web shop? Here’s how.

Written by Oskar Smith
Updated over a week ago

Manually adjusting the balance of a card

Here’s how to manually adjust the balance of an active card.

Written by Oskar Smith
Updated over a week ago

Refunding booking deposits as pre-paid gift cards

How to use Toggle to offer a refund as a pre-paid gift for cancelled bookings rather than a cash value

Written by Andrew Whiteley
Updated over a week ago

How to update customer details on an order

Customer or recipient details incorrect on an order? Here’s how to update them.

Written by Oskar Smith
Updated over a week ago

Fulfilment by Toggle FAQs

Toggle can post your webshop orders so you don’t have to

Written by Oskar Smith
Updated over a week ago

How to redeem Toggle codes

Written by Stephen Evans
Updated over a week ago

Turning off emails

If you don't want certain emails being sent automatically by Toggle, here's how to switch them off.

Written by Stephen Evans
Updated over a week ago

Collecting customer phone numbers

Here's how to ask for customer's phone numbers during their webshop checkout journey!

Written by Stephen Evans
Updated over a week ago

Creating a private product

Here's how to make certain products hidden from your webshop!

Written by Stephen Evans
Updated over a week ago

Promo Code promotions

Create a promo code to spark up a frenzy amongst your customers!

Written by Stephen Evans
Updated over a week ago

Special Offer promotions

Create a special offer promotion to give your customers something to cheer about!

Written by Stephen Evans
Updated over a week ago

Adding and managing users

Want to add more users to your account or do you have multiple accounts to link to a single user login?

Written by Oskar Smith
Updated over a week ago

Guest FAQs and how to answer them

Learn how to respond to some questions you may get from your guests about their gift cards

Written by Stephen Evans
Updated over a week ago

Configuring and sending dispatch notification emails

Let purchasers know when their order is on its way.

Written by Oskar Smith
Updated over a week ago

Setting and managing gift validity in Toggle

Toggle allows you to customise when a particular gift is valid and manage customer notifications automatically. Here’s how.

Written by Oskar Smith
Updated over a week ago

Collecting marketing consent on Toggle

Want to grow your marketing database? Toggle can collect marketing consent from your purchasers and gift card recipients.

Written by Andrew Whiteley
Updated over a week ago

Custom emails for each gift

By default, all gifts are sent with the same template. But you can tweak the content for each gift too if you want.

Written by Oskar Smith
Updated over a week ago

Customising and previewing emails

Want to tweak the digital card or receipt emails? Here’s how.

Written by Oskar Smith
Updated over a week ago

Is my custom font supported on the Toggle webshop?

Toggle supports a number of fonts for customising the look and feel of a webshop. But is your specific brand font supported?

Written by Oskar Smith
Updated over a week ago

Terms and conditions webshop tick box

You can create a T&Cs tick box at the webshop checkout for customers to agree to. Here's how to implement it!

Written by Stephen Evans
Updated over a week ago

Personal messages in gift cards

Toggle allows your customers to specify personal messages in their gift cards. Here’s what you need to know.

Written by Oskar Smith
Updated over a week ago

Limited availability gifts in Toggle

Need to limit the number of times an experience can be sold? Read on for how to use the limited availability feature.

Written by Oskar Smith
Updated over a week ago

How to set promotional codes for your products

Want to run a promotion campaign on your webshop? Here’s how.

Written by Oskar Smith
Updated over a week ago

Editing existing products

Learn about your options when editing a product with existing orders associated with it

Written by Andrew Whiteley
Updated over a week ago

Protect against bots with a reCAPTCHA challenge

Are you getting automated order attempts and have already implemented Stripe Radar? You could also enable a bot challenge as a last resort.

Written by Oskar Smith
Updated this week