Tracksies Settings is your central control panel — the place where you configure how everything works behind the scenes, from which features are active to how your emails look and when they send.
Why It Matters
Think of it like the control room of your tiny house. The house itself is built, but this is where you decide which lights are on, how the heating works, what the doorbell sounds like, and who gets a spare key. You don’t need to touch every dial on day one — start with the basics and come back as your needs grow.
This guide is a map to all the detailed guides. Each tab gets a brief explanation of what it does and why you’d use it, with a link to the full guide where you’ll find step-by-step instructions.
Before You Start
- You’ll need administrator access to your WordPress site
- Tracksies HQ must be installed and activated
- Some tabs only appear when their related feature is turned on — if you don’t see a tab mentioned below, head to the Features tab first and enable that feature
Where to Find It
Go to Tracksies > Settings in the left sidebar of your WordPress admin dashboard.
You’ll see a row of tabs across the top of the page. Each tab groups related settings together, so you’re never scrolling through one enormous list.
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The Tabs
Features
This is your master control panel. Every major feature in Tracksies — over 65 of them — can be toggled on or off from here.
This matters because disabled features don’t load at all. It’s not cosmetic. When you toggle something off, the code doesn’t run, your site loads a little faster, and your admin stays clean with only the tools you’re actually using.
A few things to know:
- Parent features have child features nested inside them. For example, the WooCommerce module is a parent, and things like Priority Rules, Returns, and Tags are children underneath it.
- Disabling a parent disables all its children. No orphaned features running without their parent.
- Feature toggles save instantly when you click them — no need to scroll down and find a save button.
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Tags
This tab appears when the hq.tags feature is enabled in the Features tab.
Tags are visual markers that tell you (and optionally your customers) something meaningful about a customer — how long they’ve been shopping with you, how much they’ve spent, how engaged they are. Think of them like merit tags for your customers.
There are 5 tag channels, each measuring something different:
- Commitment — how consistently they order
- Tenure — how long they’ve been a customer
- Value — total lifetime spend
- Price Sensitivity — how they respond to discounts and sales
- Engagement — how they interact beyond purchasing (reviews, referrals, etc.)
For each tag in each channel, you can configure:
- Label — the name your team (and customers) see
- Threshold — the number that triggers the tag
- Icon — choose a FontAwesome icon or upload a custom image
- Colour — a custom background colour for the tag
You can add, remove, and reorder tags within each channel to match how your store works.
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Customer Actions
This is where you configure what happens when a customer marked as “Do Not Serve” tries to place an order. You’ve flagged them for a reason — this tab decides what Tracksies does about it.
You’ll see two options:
- Block — the order is stopped at checkout. When you select this, a dns_block_message text area appears where you write the message the customer sees. Make it professional but clear.
- Hold — the order goes through, but it’s flagged for manual review. This is the gentler approach — the customer doesn’t know anything is different, but your team gets a heads-up to review the order before processing it.
Choose Block when you need a hard stop (chargebacks, abuse). Choose Hold when you want human judgement before deciding.
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Emails
This is where you manage every email Tracksies sends — the ones that go to you (the store owner) and the ones that go to your customers.
The Emails tab is split into three sub-tabs:
- Store Alerts — 5 admin emails that keep you informed. VIP customer orders, flagged customer warnings, do-not-serve alerts, high-value order alerts, and new customer notifications. These are your early warning system for things that need attention.
- Customer Emails — 19 customer-facing emails covering WooCommerce order statuses, custom statuses (packed, shipped, partially shipped, ready for pickup), engagement messages (tag earned, anniversary, win-back), and returns notifications. These are the emails people look for in their inbox after placing an order.
- Settings — the nuts and bolts of how emails work. Sender name, sender email address, branding toggles, which status triggers the “shipped” email, and rate limits to prevent email flooding.
Each email type has its own toggle, so you can enable exactly the ones you want.
Full guides: [Email Templates and Email Triggers]
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Priority Rules
This tab appears when the hq.priority_rules feature is enabled in the Features tab.
Priority Rules automatically evaluate every order the moment it comes in and decide how urgently it needs to be packed. Think of it like hiring a warehouse manager who triages orders for your team.
Here’s what you can configure:
- 26 condition sources across shipping methods, customer data, order details, product attributes, and custom fields (including ACF, Meta Box, and product add-on plugins)
- Drag-and-drop rule ordering — rules use a “first match wins” system, so the order matters. Drag your most important rules to the top.
- Escalation settings — configure what happens when orders sit unfulfilled too long. Set thresholds (like “bump to Urgent after 48 hours”) and optionally limit escalation to business hours only, so a Friday afternoon order doesn’t escalate over the weekend.
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Debug
When something needs troubleshooting, this is where you turn on the torch. Debug logging gives you (or our support team) a clear picture of what’s happening under the hood.
- Toggle debug on or off per plugin — enable logging for Tracksies HQ, Trustie, Packsie, Squizzie, or Pipesie individually. No need to turn on logging for everything when you’re only investigating one thing.
- View logs in the admin — a built-in log viewer shows entries in plain English, not developer jargon. You’ll see messages like “Email to john@example.com failed to send — check your SMTP settings” instead of cryptic error codes.
- Copy logs for support — click the Copy for Support button and the log entries are formatted and ready to paste into a support ticket. No digging through server files.
Debug logs auto-rotate (keeping the last 7 days or 5MB, whichever is smaller), and the log file is deleted entirely when you turn debug off — no orphaned files left on your server.
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Also Accessible via the Tracksies Menu
Two important areas live under the Tracksies menu in the left sidebar but outside of Settings:
- Tracksies > Designer — this is the Brand Hub, where you configure everything visual: brand colours, logos, interface styling, document headers/footers, and WooCommerce-specific design settings. If you’re wondering “where do I change how things look?” — that’s the Designer, not Settings. See Brand Hub.
- Tracksies > Customers — your customer list and individual customer profiles, with lifetime value, tags, order history, and interaction timeline. See Customer Profiles.
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How Settings Save
Most settings in Tracksies save without a page reload, so you won’t lose your place:
- Feature toggles save instantly when you click them
- Email templates save when you click the save button within the email editor
- Tag configurations save via the tag editor
- Most other settings save via AJAX — you’ll see a success notification confirming the save went through
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Common Questions
I changed a setting but nothing happened.
Some settings need a cache clear to take effect. If you’re using a caching plugin (WP Rocket, LiteSpeed Cache, W3 Total Cache, etc.), clear the cache after making changes. For browser-side changes, try a hard refresh (Ctrl+Shift+R on Windows, Cmd+Shift+R on Mac).
Where are the design and colour settings?
Those live in Tracksies > Designer in the left sidebar, not in Settings. The Designer handles everything visual — brand colours, logos, typography, and styling that flows across emails, tags, and the rest of the plugin. See Brand Hub.
A tab is missing.
Tabs are tied to feature toggles. If you don’t see the Tags tab, for example, it means the hq.tags feature is toggled off. Head to the Features tab and enable the relevant feature. The tab will appear once the feature is active.
Can I reset all settings to defaults?
Not as a bulk action, but individual templates and settings have their own reset options. For email templates, click Reset to Default on any template to restore it to the original version.
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Troubleshooting
Settings page is blank or won’t load.
This is usually a PHP error or plugin conflict. Enable WP_DEBUG in your wp-config.php file to see if any errors appear. If the page loads fine with other plugins deactivated, reactivate them one at a time to find the one causing the conflict. The most common culprit is another plugin that modifies the WooCommerce admin interface.
Settings don’t save.
Check your PHP memory limit — Tracksies needs at least 128MB (256MB recommended for larger stores). You can find your current limit in Tools > Site Health > Info > Server in your WordPress admin. Also try clearing your browser cache, because a stale cached version of the page can interfere with the save process.
A tab is missing.
Tabs are tied to feature toggles. If you don’t see the Priority Rules tab, it means the woo.priority_rules feature is toggled off. Go to the Features tab, find the feature, and enable it. The tab will appear once the feature is active.
Feature toggles aren’t saving.
Make sure you’re seeing the instant save confirmation when you click a toggle. If not, check your browser’s developer console (F12 > Console tab) for JavaScript errors. A conflict with another plugin’s JavaScript can prevent the AJAX save from firing.
Need more help? Check our FAQ & Troubleshooting guide or contact support.