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2025-02-08Outlook • Guide
Toggles for Outlook Quickstart Guide

Toggles for Outlook Quickstart Guide

Getting started with Toggles for Outlook is quick and easy! Whether you're looking to streamline repetitive emails, automate workflows, or improve consistency in your communications, this guide will walk you through the essential steps to set up and use Toggles effectively. In just a few minutes, you'll learn how to install the add-in, create your first workflow, and start saving time with smarter email automation—right from your Outlook inbox. Let's get started!

Downloading and Installing Toggles for Outlook

Toggles for Outlook is a powerful productivity tool that helps you automate repetitive email tasks, manage email templates, and improve your team's email productivity. Install Toggles for Outlook from the Microsoft AppSource store to get started.

Toggles for Outlook is available for Microsoft 365 users and can be installed on both Windows and Mac devices, as well as in Outlook in your browser (OWA).

For teams and organizations looking to deploy Toggles for Outlook, you will likely want to deploy the add-in to multiple users at once. See our guides for Deploying Toggles via O365 Admin Deployment and Deploying Toggles to a Shared Mailbox in Outlook articles for more information.

Activating Toggles for Outlook

After installing Toggles for Outlook, you'll need to activate the add-in in your Outlook account. Watch the video below to learn how to activate Toggles for Outlook in your Outlook account.

What is the Toggles "Hub"?

The Toggles "Hub" is your central command center for managing your Toggles workflows, templates, signatures, and settings. When you create a new workflow, template, or signature in the Hub, it will automatically sync with your Outlook account, ensuring that you have the latest version of your Toggles content available at all times and on all devices.

You can access the Toggles Hub from your web browser by navigating to hub.togglesforemail.com.

You can access the Toggles Hub from within the Toggles Add-in in Outlook by clicking any of the following options in the menu:

  1. Manage Workflows
  2. Manage Templates
  3. Manage Signatures

Toggles for Outlook Subscription Plans

Toggles for Outlook offers a range of subscription plans to meet the needs of individuals, teams, and organizations. We offer three different plans: Starter (free), Premium, and Business Pro (teams).

Starter Plan: The Starter plan is free and includes a limited set of features to help you get started with Toggles. The Starter plan is ideal for seeing how Toggles can help you save time and improve your email productivity. You can upgrade to a paid plan at any time to unlock additional features.

Premium Plan: The Premium plan includes all the features of the Starter plan, plus additional features like advanced workflows, templates, and signatures, as well as priority support and access to new features as they are released.

Business Pro Plan: The Business Pro plan is designed for teams and organizations and includes all the features of the Premium plan, plus additional team management features like user groups, team templates, and centralized billing.

To learn more about our subscription plans, free trials, and pricing, visit our pricing page.

Creating Your First Workflow

Watch the video below to learn how to create your first Toggles workflow in Outlook. Workflows help you automate repetitive email tasks, manage email templates, and improve your team's email productivity.

Take a look at our Workflow Library to find pre-built workflows that you can use to get started quickly. You can also create your own custom workflows to fit your specific needs.

Creating Your First Template

Watch the video below to learn how to create your first Toggles template in Outlook. Templates help you save time, improve consistency, and streamline your email communications.

Note: The ability to create and manage templates is a Premium feature. You will need a Premium or Business Pro plan to access this feature.

Creating Your First Signature

Watch the video below to learn how to create your first Toggles signature in Outlook. Signatures help you save time, improve consistency, and enhance your email branding.

Note: The ability to create and manage signatures is a Premium feature. You will need a Premium or Business Pro plan to access this feature.

How To Use ME Variables

ME Variables are a powerful feature of Toggles for Outlook that help you personalize your email templates, workflows, and signatures quickly with your personal information. Watch the video below to learn how to use ME Variables effectively in Toggles for Outlook.

How To Use Tags

Tags are a powerful feature of Toggles for Outlook that help you organize your workflows, templates, and signatures for easy access and management. Watch the video below to learn how to use tags effectively in Toggles for Outlook.

How To Use Workflows

Workflows are the heart of Toggles for Outlook. They help you automate repetitive email tasks, manage email templates, and improve your team's email productivity. Watch the video below to learn how to use workflows effectively in Toggles for Outlook.

How To Use Templates

Templates are a powerful feature of Toggles for Outlook that help you save time, improve consistency, and streamline your email communications. Watch the video below to learn how to use templates effectively in Toggles for Outlook.

How To Use Signatures

Signatures are an essential part of your email branding and communication. Watch the video below to learn how to use signatures effectively in Toggles for Outlook.

Configure Your Add-in Settings

Watch the video below to learn how to configure your Toggles for Outlook add-in settings to customize your experience and improve your email productivity.

Get Help and Support

If you have any questions, need help, or want to provide feedback on Toggles for Outlook, please don't hesitate to contact our support team. You can reach us by email at support@gettoggles.com or by visiting our support site.

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