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Using Toggle

Using Toggle

How to use Toggle to manage day to day customer service and operation of your Gift Cards.

Oskar Smith avatar Joshua Coventry avatar Andrew Whiteley avatar
15 articles in this collection
Written by Oskar Smith, Joshua Coventry, and Andrew Whiteley
Orders and cards

Searching for orders and cards

Toggle allows you to search for both cards and orders making it easy to provide amazing customer support
Oskar Smith avatar
Written by Oskar Smith
Updated over a week ago

Getting the lowdown of a specific Gift Card

Find a specific gift card get a check its history, balance and current status
Joshua Coventry avatar
Written by Joshua Coventry
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.
Andrew Whiteley avatar
Written by Andrew Whiteley
Updated over a week ago

Issuing refunds for online orders

Need to issue a refund and cancel an order made on the web shop? Here’s how.
Oskar Smith avatar
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 gift card.
Oskar Smith avatar
Written by Oskar Smith
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.
Oskar Smith avatar
Written by Oskar Smith
Updated over a week ago
Configuration options

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?
Oskar Smith avatar
Written by Oskar Smith
Updated over a week ago

Configuring and sending dispatch notification emails

Let purchasers know when their order is on its way.
Oskar Smith avatar
Written by Oskar Smith
Updated over a week ago

Setting and managing balance expiry in Toggle

Toggle allows you to expire card balances and manage customer notifications automatically. Here’s how.
Oskar Smith avatar
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.
Andrew Whiteley avatar
Written by Andrew Whiteley
Updated over a week ago

Customising and previewing emails

Want to tweak the digital gift card or receipt emails? Here’s how.
Oskar Smith avatar
Written by Oskar Smith
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.
Oskar Smith avatar
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.
Oskar Smith avatar
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
Andrew Whiteley avatar
Written by Andrew Whiteley
Updated over a week ago

How to add tracking to your Toggle webshop

Unlock all sorts of marketing insights
Andrew Whiteley avatar
Written by Andrew Whiteley
Updated over a week ago