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How To Set Up An Order Toggle

AccessAlly’s Order Toggle feature gives more flexibility for how you present and sell your products. It allows clients to seamlessly switch among multiple offers without leaving the order form page.

Common use cases for the Order Toggle include: switching between different payment plans (full pay vs. monthly installment payments) and different currencies (US Dollar vs Canadian Dollar, British Pound vs Euro).

Order Toggle for Payment Plans

This tutorial walks you through creating a payment plan vs. full-pay order toggle.

The steps are as follows:

  1. Create two identical products, but with different prices – one full pay and one with a payment plan.
  2. Create two identical offers, one for each product. Make sure that both offers use the same “order form customization” design, so that when people swap between the two they don’t see differently styled order forms.
  3. Create an “offer toggle” that sets the primary offer and the secondary (or multiple) offers. This is where you can specify wording about your offers.
  4. Add the “Order Toggle” to a page using the shortcode adder.

Order Toggle for Multiple Currencies

This tutorial walks you through creating a multi-currency order toggle.

Step 1: Enable Multi-Currency

If you haven’t yet, make sure to enable multiple-currencies. (Tutorial here)

Step 2: Create Your Product

Next, go to AccessAlly > Products to create the product you wish to sell. (Need a refresher? Tutorial here.)

Step 3: Create Your Offers

An order toggle will allow the purchaser to switch between different offers. If you want them to choose between two currencies (USD and Euro), for example, you will set up two offers: one with the USD amount, the other with a Euro amount.

(Forgot how to create your Offers? Tutorial here.)

Step 4: Create Your Toggle

Once your offers are set up, go to the Toggle tab. Here, click on the yellow “Add New Toggle” button.

Fill out the settings for the Toggle. The OPTION SELECTION LABEL will tell your clients what it is that they’re choosing between, so be descriptive (“Choose payment plan” or “Choose currency”, for example).

Then, select the offer you’d like to show as default. The button text will tell the client what the selection will include. In the example below, we are showing the USD currency by default, so the button says “US Dollar”.

Next, click on the ADD SECONDARY OFFER button. Here, you’ll select a second offer for your order form. In the example below, we selected the “Euro” offer that was set up, so that clients can choose between purchasing in US Dollar versus the Euro.

If you wish, you can continue adding Toggle options.

When you’re ready, click on the SAVE button.

Step 5: Embed Toggle on Page

Finally, it’s time to embed your new order form/Toggle on a page. To do this, click on the AccessAlly shortcode adder and select ORDER TOGGLE.

Here, you’ll select the toggle to be shown (if you have more than one), then click on the yellow “Insert Shortcode” button.

Publish the page, and your order Toggle is ready to go!

Updated on December 2, 2019

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