Toggle

Stephen Evans

Oskar Smith

Andrew Whiteley

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

Using Toggle Day To Day

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

How to update customer details on an order

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

Issuing refunds & cancelling online orders

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

Refunding booking deposits as pre-paid gift cards

Guest Support

What you need to know about the Teams section!

Teams: Adding and managing users (FAQs)

On Toggle, there are different levels of access that users can have, read more about these below.

User roles within Toggle

Georgina Doyle

Users & Roles

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

Personal messages in gift cards

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

Searching for orders and cards

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

Finding the details of a specific card

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

Extending the expiry date of live cards

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

Reactivating cards that have expired

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

Manually adjusting the balance of a card

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

Manually creating orders and FOC cards

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

Limited availability gifts in Toggle

Orders and Cards

Perfect for guests who are planning ahead!

Allow guests to schedule email delivery

You may want to change the name of your webshop at some point. Here’s how.

How to change the name of your webshop

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

Is my custom font supported on the Toggle webshop?

How to use collections to streamline your webshop

Using collections

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

Editing existing products

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

Creating a private product

How to redeem Toggle codes

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

Terms and conditions webshop tick box

Toggle Webshop

Want to tweak your Toggle emails? Here’s how.

Customising and previewing emails

Let purchasers know when their order is on its way.

Configuring and sending dispatch notification emails

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

Custom emails for each gift

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

How to turn off emails

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

Collecting marketing consent on Toggle

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

Collecting customer phone numbers

Emails & Marketing

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

Special Offer promotions

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

Promo Code promotions

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

How to set promotional codes for your products

Promotions

How to generate an API user for your Toggle account

Generate an API username and password

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

Protect against bots with a reCAPTCHA challenge

Want to set postage options and rates for each product on your web shop? Here’s how.