Create a Toggles Business Pro Account
To get started with Toggles Business Pro, you will need to signup for a Business Pro account. Visit the Toggles Business Pro signup page to create your account.
If you already have a personal Toggles account, you still need to create a separate Business Pro account to access the additional features and functionality available with Business Pro.
If you do not have a Toggles account, a new personal account will be created for you when you signup for Business Pro.
The Toggles Hub
The Toggles Hub is the central location where you can manage your Toggles account, create and manage workflows, templates, and signatures, and collaborate with your team members.
To access the Toggles Hub, visit hub.togglesforemail.com and log in with your Toggles account credentials.
All Toggles users have access to the Toggles Hub, but admins of Business Pro accounts will have additional features and functionality available to them, including the ability to manage team members, create user groups, and manage their Business Pro subscription.
Activate your free 14 day trial of Toggles Business Pro
After creating your Toggles Business Pro account and logging in, you will be prompted to complete your plan setup and activate your free 14 day trial of Toggles Business Pro. You will need to select the number of users you would like to include in your Business Pro subscription and the payment interval (monthly or annually). No credit card is required to start your free trial!
Invite your team members to your Toggles Business Pro account
After activating your free trial of Toggles Business Pro, you will want to invite your team members to join your Business Pro account. This will allow you and your team to collaborate on shared email templates, manage shared email signatures, and share time-saving email automation workflows.
To invite your team members to your Business Pro account, click on the "Users" button in the Toggles Hub left-hand navigation. From the Users page, you can invite team members to join your Business Pro account by entering their email addresses and clicking the "Invite" button.
Invited team members will receive an email invitation to join your Business Pro account. Once they accept the invitation and create their Toggles account, they will be added to your Business Pro subscription.
Setup user groups
User groups in Toggles Business Pro allow you to organize your team members into groups based on their role, department, or any other criteria that makes sense for your organization.
To create a user group, click on the "Groups" button in the Toggles Hub left-hand navigation. From the User Groups page, you can create a new user group by clicking the "Create Group" button and entering a name for the group.
You can then add team members to the group by searching for their email address. Once you have added team members to the new group, you can click "Create" to save the group.
Installing Toggles for Outlook
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.
Another option for deploying Toggles for Outlook to your team is to have each team member install the add-in individually. This can be done by visiting the Toggles for Outlook Add-in page on the Microsoft AppSource store and clicking the "Get it now" button.
Creating Workflows, Templates, and Signatures
Once you have installed Toggles for Outlook, you can start creating workflows, templates, and signatures to streamline your email workflow and improve communication consistency.
To create a new workflow, template, or signature, click on the corresponding button in the Toggles for Outlook add-in sidebar in Outlook. From there, you can create new workflows, templates, and signatures, as well as manage existing ones.
Workflows, templates, and signatures created in Toggles for Outlook are stored in the cloud and are accessible from any device where you have Toggles for Outlook installed.
All your workflows, templates, and signatures are can be shared with your team members, groups, or the entire organization, allowing you to collaborate on shared email content and automate repetitive email tasks.
For more information on creating workflows, templates, and signatures in Toggles for Outlook, see our Toggles for Outlook Quickstart Guide article.
Get Help and Support
Every new Toggles user will receive a welcome email after activating the add-in in Outlook with links to our Toggles for Outlook Quickstart Guide and our Support Site , which contains frequently asked questions and tutorial videos of how to use all of the core functionality. The Quickstart Guide provides an overview of the features and functionality available in Toggles for Outlook and is a great starting point for all new users.
If you have any questions, need help, or want to provide feedback on Toggles for Outlook, please contact our support team. You can reach us by email at support@gettoggles.com or by visiting our support site.