This guide is for accounts that are using Toggle's fulfilment service.

By default, Toggle creates a variety of postage categories for your account when you use our fulfilment service. This guide shows how to create new postage categories and edit existing ones, if needed.

Settings navigation — Postage Settings

Postage Settings page, showing categories grouped by product type

Fulfilment Dispatch Times, expanded

On the Postage Settings page, click Add category. In the panel that opens, give the category a Name and choose whether it's Tracked (Yes or No), then click Add.

The name you enter is what your guests will see on your online Toggle shop checkout page, so ideally give it the name of the postal service you are using (e.g. Royal Mail) and the delivery type (e.g. 1st class). Try and keep it simple.

Example below:

Once you click Add, you'll be taken straight to the Configure postage option page to set up the rate for this category.

At the top of the Configure postage option page you'll see 1. Assign a postage category, which simply confirms the category name you just created.

Next, you will have the option to Set rate options. Here you'll be presented with two options where it says 'Follow Toggle base rate?' Yes or No.

A bit further down the page you'll see Toggle's rates in a table format.

This table shows Toggle's charges to you (the client) vs the charges you pass to your guests at the online checkout. This is done per pick and it shows the difference (margin) you gain or lose from each pick based on any edits you make to the Charges to your guests.

And (once all the other set up is done) this is how the postage category/name looks on the Toggle shop:

Then Toggle's base rates will remain fixed and can't be edited. (If you click any of the charges in the 'Charges to your guest' column, you'll see they can't be changed.) This means that when we (Toggle) invoice you (the client) at the end of each month for any postal orders placed by your guests, you won't gain or lose any margin on the postage charges applied at the online checkout.

Then you can then set your own postage charges per pick in the table below, in the 'Charges to your guests' column. These are the charges your guests will see at the online checkout, and you can choose to set them higher or lower than what Toggle charges you (the client) each month when we invoice you for our fulfilment service.

Once all this is set up and live, here's a couple examples what your guests would see.

Example 1

If you set the Charges to your guest to £4.50 for 1 pick (1 gift card in basket). You'd gain £0.25 on margin since Toggle will invoice £4.25 for this order at the end of the month.

If you set the Charges to your guest to £5.50 for 2 picks (2 gift cards in basket). You'd gain £0.39 on margin since Toggle will invoice £5.11 for 2 gift cards in the order at the end of the month.

Example 2

If you want to encourage bulk buying - particularly for Black Friday and Christmas when guests are more likely to buy multiple gift cards - you might want to lose margin on postage by setting a standard rate for, say, up to 5 picks.

In this example if a guest added 5 gift cards to their basket they'd only pay £4.25 in total for postage. You (the client) would lose margin of £5.18 when we (Toggle) invoice you for this order at the end of the month. But, the value of the gift cards being purchased in this example was 5 x £10 - so all in all you're gaining plenty from this order.

You might want to consider setting a minimum gift card spend - say, £20 - to help ensure you’re not losing too much if you’re covering the difference between what your guests pay for postage and what Toggle charges you.

This is done within the product config on the Shop section of your dashboard - picture below as example.

After you've decided your postage charges you will need to add an Internal reference for the postage category you have set up.

On our example here we have set up a category called Royal Mail, 1st Class and as such we might as well make things easy by giving our internal reference similar.

Example below:

This internal reference will appear only on your Toggle dashboard when setting a postage rate live on any of your products found on the Shop section.

If you are setting up lots of postage categories and internal references you'll find that labelling them clearly on this section will make your life a lot easier to identify the correct postage for your different products later on!

You can set this to yes or no.

If you set this to Yes it just means it'll be visible to select when you want to add the postage category to a product on your Shop section of the dashboard.

If you select No then it won't appear on the product if you wanted to make the postage category live on your Toggle shop.

Click the green Add button to save your postage.

After this you will see your Postage Category on the Settings > Postage Settings page like shown below.

If you need to make changes to a postage option you've already set up, for example updating a rate, changing the internal reference, or marking it as live or inactive, you can do this from the Postage Settings page.

On the Postage Settings page, click into the relevant category (e.g. Gift Card) to expand it. This shows all the postage options set up under that category, along with their current rates and status.

Clicking the edit icon takes you to the same Configure postage option page, now pre-filled with that option's existing rates and internal reference.

From there you can amend the rate table, and at the bottom there's a "Set postage option live?" Yes/No toggle.

Choosing No makes the option inactive without deleting it.

Click Save to apply.