Getting started
📧 Email your Toggle Account Manager or the Support team (success@usetoggle.com) with your Acteol Account Manager looped in.
In that email please can you:
Give written permission for Toggle to allow your Toggle data to flow to Acteol (via a webhook) for all events.
Let Toggle know if you want the Gift Email, Receipt Email, Reminder Email, and Dispatch Email to be left on or switched off.
Let Toggle know if you want your historic data on Toggle to be sent to Acteol
Read on below for more info on these points, to help you make your decisions 👇
How does data flow from Toggle to Acteol?
The Toggle team will send your Acteol Account Manager:
A webhook that's created on your Toggle account(s)
Your Toggle Account ID(s)
Acteol will use the webhook to connect your Toggle account to your Acteol account.
The webhook provides Acteol with real-time information, meaning you get data immediately when an 'event' happens on Toggle. For example, if a customer buys a digital voucher on your Toggle shop, the order will show on your Toggle dashboard and reports as normal but that data will also be sent to Acteol.
The account ID let's the two platforms know where the data is coming from.
More info about our webhooks can be found here.
What 'events' (data) can flow from Toggle to Acteol?
There are 10 events that Toggle's webhook can have flow into your Acteol account.
Toggle includes all these events in the webhook by default however if you don't want some of these events to be passed to Acteol, let us know.
Order created - This event is triggered when an order in Toggle is created (either by sending a free gift card on the dashboard or when someone buys a gift card on your Toggle shop).
Fulfilment dispatched - This event is triggered when a postal order is marked as dispatched.
Card balance adjusted - This event is triggered when a card balance changes such as when it's redeemed, expires, or is topped-up.
Card registered - This event is triggered when a customer registers their gift card.
Card expiry reminder - This event is triggered when the reminder email is sent.
Order receipt email - This event is triggered when an order receipt email is sent after a successful order is placed on the Toggle shop.
Card recipient email - This event is triggered when the gift email is sent to a recipient (after a successful order placed on the Toggle shop or after sending a free voucher on the Toggle dashboard).
Card resend recipient email - This event is triggered when a gift card recipient email is resent.
Order cancelled - This event is triggered when an order in Toggle is cancelled.
Order send cancellation email - This event is triggered whenever an order cancellation email should be sent.
Keeping the Toggle emails or switching to Acteol's emails
Toggle has 4 customisable emails that are sent to your customers plus a Cancellation email (which is not customisable on Toggle).
To find these emails go to Customise on the Toggle dashboard sidebar.
📧🎁The Gift email is sent to the chosen recipient of a digital gift card when bought on the Toggle shop (or issued free via your Toggle dashboard).
📧📄The Receipt email is sent to the purchaser/issuer of a digital or physical gift card when bought on your Toggle shop (or issued free via your Toggle dashboard).
📧⏰The Reminder email is sent to the recipient of a digital gift card to remind them to spend it before it expires.
📧📦The Dispatch email is sent to the purchaser of a physical gift card confirming the order's been dispatched.
The Cancellation email (which isn't found on the Toggle dashboard and isn't customisable) is sent to the purchaser of a digital or physical gift card if you cancel the order on Toggle.
Keeping the Toggle emails...
If you want your customers to continue receiving the Toggle emails, we can leave things as they are.
Switching to Acteol emails...
If you want to start sending the equivalent of Toggle's emails via Acteol instead (for example if you want the emails to be customised in ways Acteol can cater for) then we will need to switch off the Toggle emails.
This is important to remember otherwise your customers will start getting an email from Toggle and another from Actoel!
Importing your historic Toggle data to Acteol
Once the webhook is set up this will capture orders and events that come through from that moment and onwards.
The webooks cannot back-track and capture previous orders and events from your Toggle account.
As such, we will need to download some reports on your Toggle account and send this securely to your Acteol Account Manager to add to your Acteol account.
These reports are:
Free voucher campaigns on Acteol
If you want to send emails from Acteol with free Toggle voucher codes on them, you will need to:
Create free of charge gift cards from the dashboard, or use the Bulk Orders tool to create many voucher codes en masse.
After that is done, download the Cards report (or use the CSV from Bulk Orders) and carefully copy the voucher codes you created to use in Acteol. If you're unsure how to use the codes once in Acteol, please ask your Acteol Account Manager for assistance