Using Toggle

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

Oskar Smith avatar Andrew Whiteley avatar Stephen Evans avatar
30 articles in this collection
Written by Oskar Smith, Andrew Whiteley, and Stephen Evans
Orders and cards

Bulk updating cards

From one card expiry extension to in-bulk, the Bulk Edit tool gives you control over card expiry rules for existing cards.
Stephen Evans avatar
Written by Stephen Evans
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
Oskar Smith avatar
Written by Oskar Smith
Updated over a week ago

Getting the details of a specific card

Find a specific purchase to check its history, balance and current status
Stephen Evans avatar
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.
Andrew Whiteley avatar
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.
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 card.
Oskar Smith avatar
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
Andrew Whiteley avatar
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.
Oskar Smith avatar
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
Oskar Smith avatar
Written by Oskar Smith
Updated over a week ago
Configuration options

Promo Code promotions

Create a promo code to spark up a frenzy amongst your customers!
Stephen Evans avatar
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!
Stephen Evans avatar
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?
Oskar Smith avatar
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
Stephen Evans avatar
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.
Oskar Smith avatar
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.
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

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.
Oskar Smith avatar
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.
Oskar Smith avatar
Written by Oskar Smith
Updated this week

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!
Stephen Evans avatar
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.
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

How to set promotional codes for your products

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