Toggles for Outlook: Team Email Templates & Workflows
بواسطة Toggles
Standardize the client emails that keep revenue moving. Built for Outlook teams.
Standardize the client emails that keep revenue moving. Built for Outlook teams.
Complete, approved client emails in one click. Directly inside Outlook.
Toggles is the subscription service behind the Toggles Outlook add-in. It gives teams a central place to build, share, and manage repeatable email workflows that employees apply inside Outlook.
Most client-facing teams still rebuild the same important emails manually: proposal follow-ups, payment reminders, document requests, booking confirmations, onboarding emails, and renewal notices. The message, attachments, recipients, subject line, and signature can vary depending on who sends it.
Toggles standardizes that process without taking employees out of Outlook.
How It Works
Your team builds shared email workflows: complete packages of approved message text, subject line, recipients, attachments, and signature. Any team member can apply a workflow with one click inside an Outlook compose or reply window, personalize the editable details, and review the complete email before sending. Nothing sends automatically. The workflow provides the structure while the employee keeps control.
What That Means for Your Team
Teams stop rewriting the same emails from memory. Leaders spend less time checking outgoing messages. New hires follow the right process from day one. Every sender starts with the correct message, attachments, recipients, and other required details.
By the Numbers
At one 70-seat luxury travel agency, Toggles produced approximately 2,000 hours of estimated time savings in under five months. The team applied workflows 18,575 times, built 115 shared workflows, and had 81% of licensed users active during the most recent 30-day period.
What Customers Say
“We evaluated several email template and workflow tools before choosing Toggles. It has the onboarding and template customization we needed, and it lives where our team already works. Not a single week goes by without a comment raving about workflows.”
— Operations Lead, Luxury Travel Agency (70 seats)
Who Uses Toggles
Trusted by teams in travel, insurance, financial services, higher education, legal, engineering, and other professional services. Toggles is designed for client-facing teams whose emails follow repeatable patterns and have to be complete, accurate, and consistent every time.
It is particularly valuable when an email mistake has real consequences: a missing attachment on a policy renewal, inconsistent proposal follow-up, incorrect payment instructions, or a delayed document request.
Key Features
- Shared team workflows: Build once and make the current version available to every team member
- Complete email assembly: Apply the message, subject, recipients, attachments, and signature in one click
- Editable fields: Personalize client names, dates, links, selections, and other custom details
- Workflow enforcement: Flag missing attachments, recipients, or required fields before send
- Fast workflow discovery: Use search, tags, hot phrase triggers, and smart recommendations
- Outlook integration: Employees apply workflows where they already write and send email
- Usage analytics: Monitor adoption, workflow activity, and estimated time saved by team member
- Administration: Manage users, seats, shared content, and team access from one place
Plans and Pricing
- Premium for individuals: $12.50 per month or $120 per year
- Business Pro for teams: $19 per user per month or $180 per user per year, with a five-seat minimum
Both plans include a 14-day free trial with full Business Pro features. No credit card is required.
Visit gettoggles.com/pricing for complete pricing details.