Settings Reference

Every Perkie setting lives under Tracksies > Perkie in the left sidebar. The settings page is organised into tabs across the top. This reference covers every setting on every tab — what it does, what it defaults to, and when you’d want to change it.

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General tab

This is the first tab you see when you open Perkie. It controls what your points are called and how they look throughout your store.

Currency Name (Singular)

Default: point

The name for a single unit of your loyalty currency. This appears wherever the count is 1 — for example, “You earned 1 star” or “You have 1 gem remaining.”

Change this if you want your programme to feel more on-brand. “Points” is generic; “beans”, “stars”, “coins”, or “gems” can make the whole thing feel like it’s yours.

Currency Name (Plural)

Default: points

The name for multiple units. Used whenever the count isn’t exactly 1 — “You’ve earned 250 stars”, “Your balance: 1,500 gems.”

Make sure this matches your singular name with the right plural form. If your singular is “star”, your plural should be “stars”. If your singular is “cash”, plural is also “cash” — just set both the same.

Currency Icon

Default: fa-star

The FontAwesome icon that represents your currency. It appears alongside your point balances, on product pages, in cart and checkout, and in My Account.

Click the icon picker to browse available icons, organised into categories:

• Rewards — stars, trophies, medals, gifts, hearts, crowns, and similar celebratory icons
• Shopping — bags, baskets, tags, carts, credit cards, and commerce icons
• Status — badges, ribbons, flags, shields, and rank icons
• Nature — leaves, flowers, flames, snowflakes, suns, and organic icons

The preview updates immediately as you select. Click Save Changes in the bottom right corner of the page when you’re happy.

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Earning tab

This tab controls how customers accumulate points. It’s the most important tab to get right before you launch, since these rules apply to all future orders — and to any historical orders you import.

Earning Rate

Default: 1

How many points a customer earns per dollar of eligible spend. At the default of 1, a $50 order earns 50 points. Set it to 2 for double points, 0.5 for half a point per dollar, and so on.

Think about what your points are worth in redemption terms before setting this. If 100 points = $1 off (the default redemption rate), then 1 point per dollar means customers are earning a 1% reward on every purchase. That’s a reasonable starting point for most stores.

Calculate From

Default: Subtotal

Which part of the order total is used to calculate points. Options:

• Subtotal — product prices before shipping and taxes. This is the most common choice and what most customers would expect.
• Total (ex. tax) — order total including shipping but excluding tax. Good if you want to reward customers for paying for shipping.

Change this only if your store’s pricing structure makes the subtotal a poor representation of what the customer spent on products.

Rounding

Default: Round

What happens when the points calculation doesn’t land on a whole number. For example, 1 point per dollar on a $24.50 order = 24.5 points — but you can’t award half a point.

• Round — rounds to the nearest whole number (24.5 → 25). Fairest for customers on average.
• Floor — always rounds down (24.5 → 24). Slightly more conservative.
• Ceil — always rounds up (24.5 → 25). Most generous option.

Most stores leave this on Round.

Order Bonus

Default: 0 (disabled)

A flat bonus awarded on every completed order, in addition to the per-dollar earning. If you set this to 50, every customer gets an extra 50 points just for completing a purchase, regardless of order value.

Useful if you want to encourage any purchase, not just large ones. Leave at 0 if you only want to reward based on spend.

First Order Bonus

Default: 0 (disabled)

A one-time bonus awarded when a customer places their very first order. Only fires once per customer — repeat orders don’t trigger it.

A great way to reward new customers and give them a reason to come back. Setting this to something meaningful (say, 200–500 points) gives a customer a head start they’ll want to use.

Signup Bonus

Default: 0 (disabled)

Points awarded when a customer creates an account on your store. Fires at the moment of registration, before any purchase.

Useful for encouraging account creation during checkout. Works well alongside a first-order bonus — create an account to get 100 points, then earn more on your first purchase.

Birthday Bonus

Default: 0 (disabled)

Points (or a coupon — see Birthday Reward Type below) automatically awarded around a customer’s birthday. Requires customers to have a date of birth saved in their account.

When you enable this, additional settings appear:

• Birthday Reward Type — award Points or a Coupon (a WooCommerce discount code)
• Birthday Coupon Type — if coupon, choose Fixed Amount (e.g. $10 off) or Percentage (e.g. 10% off)
• Birthday Timing — when to send the reward: on the day, within the week, or at the start of the birthday month

Review Points

Default: 0 (disabled)

Points awarded when a customer’s product review is approved. Integrates with Trustie (the Tracksies review plugin). Leave at 0 if you’re not using Trustie or don’t want to incentivise reviews.

Review Photo Bonus

Default: 0 (disabled)

An additional bonus on top of the standard review points, awarded when the review includes a photo. Encourages richer, more useful reviews. Only applies if Review Points is also set.

Points Expiration

Default: Off

When enabled, points expire after a set period if they haven’t been used. Additional settings:

• Expiration Period — how many months before points expire (default: 12 months when expiration is enabled)

Expiration creates urgency — customers are more likely to come back and spend points if they know they’ll lose them. However, it can also feel punishing if not communicated clearly. Make sure your email notifications (in the Emails tab) are enabled so customers get advance warning.

Excluded Products

Default: None

Specific products that don’t earn points. Use the search field to find and add products by name. Useful for sale items, bundles, gift cards, or anything you’ve already discounted and don’t want to additionally reward.

Excluded Categories

Default: None

Entire product categories excluded from earning. Any product in an excluded category won’t earn points, even if it’s not individually listed in Excluded Products. Category-level exclusions are easier to maintain when you have large product catalogues.

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Redemption tab

This tab controls how customers spend their points — converting them into discount codes at checkout.

Redemption Rate

Default: 100 points = $1

The conversion rate between points and dollar value. At 100 points per $1, a customer with 500 points can get $5 off. Lower this number to make each point worth more; raise it to make redemption require more points.

This setting, combined with your earning rate, determines the effective discount percentage of your loyalty programme. At 1 point per dollar earned and 100 points per $1 redeemed, customers earn a 1% return on spend.

Minimum Points to Redeem

Default: 500

Customers can’t redeem until they have at least this many points. At the default, they need $5 worth of points before the redemption option appears at checkout.

A minimum prevents customers from drip-redeeming tiny amounts on every order. It also means points feel like they’re building toward something meaningful. If 500 feels too high for your store’s average order, lower it — if too low, raise it.

Maximum Discount (%)

Default: 50%

The maximum percentage of an order total that can be covered by a points redemption. A customer can’t use their points to pay for more than this portion of any single order.

This prevents customers from using points to essentially get products for free, which can cause accounting and margin headaches. 50% is a generous but safe default. Lower it if you want tighter control.

Coupon Prefix

Default: PERKS-

The prefix that appears at the start of every redemption coupon code. For example, PERKS-A3F7Q2. This helps you identify Perkie redemption coupons in your WooCommerce coupon list.

You can change this to anything — your store name, your brand, whatever makes sense. It doesn’t affect how the coupon works.

Coupon Expiry

Default: 30 days

How long a generated redemption coupon remains valid after the customer creates it. If they don’t use the coupon within this window, it expires.

This discourages customers from banking coupon codes indefinitely. 30 days gives customers a reasonable window to come back and use it.

Refund Expired Points

Default: Off

When enabled, if a redemption coupon expires unused, the points that were redeemed to generate it are returned to the customer’s balance.

Enabling this is the fairer option — customers don’t permanently lose points just because a coupon lapsed. The trade-off is slightly more bookkeeping and a less urgent incentive to use coupons promptly.

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Multipliers tab

Multipliers boost the number of points a customer earns on an order. The highest applicable multiplier wins — multipliers don’t stack.

VIP Status Multiplier

Default: 2.0x

Customers with VIP status in Tracksies HQ earn points at this multiplier. VIP status is a manual designation you can assign from a customer’s profile.

Tag Multipliers

Customers who hold certain HQ tags automatically earn at a boosted rate. The defaults are:

Full Price Fan rewards customers who consistently buy at full price without using discount codes. Superfan recognises your most committed repeat buyers. The Value tags reflect lifetime spend tiers within HQ.

You can adjust any of these multipliers to suit your programme. Raising the Full Price Fan multiplier, for example, gives customers a strong incentive not to wait for sales.

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Tiers tab

Tiers give your loyalty programme a sense of progression. Customers move up through tiers as they accumulate lifetime points, unlocking better earn rates and loyalty discounts along the way.

The Tiers tab shows a table with all your current tiers. Each row shows:

• Name — the tier label customers see (e.g. Bronze, Silver, Gold, VIP)
• Threshold — the number of lifetime points needed to reach this tier
• Multiplier — earn rate multiplier for customers at this tier (e.g. 1.5x)
• Loyalty Discount — automatic repeat-purchase discount percentage for this tier
• Customer Count — how many of your customers currently sit at this tier

Four default tiers are created when you activate Perkie (Bronze, Silver, Gold, VIP). You can edit these, delete them, or add new ones entirely.

To add a tier: Click the Add Tier button at the top right of the table. Fill in the name, threshold, multiplier, and loyalty discount, then click Save Tier.

To edit a tier: Click the Edit button on any row. Change the values and click Save Tier.

To delete a tier: Click Delete on any row. Customers currently in that tier drop back to the next tier down (or to no tier if you delete the lowest one). This action can’t be undone, so double-check before deleting.

Tier assignments update automatically when a customer’s lifetime points change — you don’t need to manually reassign anyone.

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Referrals tab

Referrals let your existing customers bring in new customers, with both sides earning a reward when the new customer completes a qualifying order.

Referrer Reward

Default: 500 points

The points awarded to the existing customer when someone they referred places a qualifying order. This is the “thank you” for spreading the word.

Referee Reward

Default: 250 points

The points (or coupon) awarded to the new customer who was referred. This welcome bonus gives them a reason to try your store.

Referrer Reward Type / Referee Reward Type

Default: Points (for both)

Choose whether the reward is delivered as Points or as a Coupon code. If you choose coupon, additional settings appear for the coupon prefix and expiry.

Cookie Duration

Default: 30 days

When someone clicks a referral link, a cookie is set in their browser. If they place a qualifying order within this window, the referral is attributed. If they wait longer than this, the referral won’t be tracked.

30 days covers most shopping journeys. Lower it if you want tighter attribution; raise it if your customers typically take longer to decide.

Minimum Order Value

Default: $0 (no minimum)

The referee’s order must be worth at least this amount for the referral to be credited. Useful if you want to prevent people from placing tiny orders just to trigger the referral reward.

Clearance Period (Delay)

Default: Off

When enabled, referral rewards are held for a set number of days before being released. This gives you a window to check for fraud or refunds before points are awarded.

• Delay Days — how many days to hold the reward before releasing it

Fraud Detection

Default: Off

When enabled, Perkie applies basic fraud checks — for example, flagging referrals where the referrer and referee share an IP address or email domain. Suspicious referrals are flagged for manual review rather than automatically rejected.

Coupon Settings (when coupon reward type is selected)

• Coupon Prefix — prefix for referral coupon codes (e.g. REF-)
• Coupon Expiry — days before a referral coupon expires (default: 30)
• Stackable Coupons — whether referral coupons can be used alongside other discount codes

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Emails tab

Six email notifications are available for Perkie events. Each one can be toggled on or off, and the subject line and body can be edited directly in the tab.

All six are on by default. Toggle any of them off if they don’t fit your programme — for example, if you haven’t enabled points expiration, you can safely turn off the expiring-soon email.

Each email uses the same editor as the rest of the Tracksies suite. Available merge tags (like {points}, {customer_first_name}, {tier_name}) are listed below the editor so you can personalise the content.

Click Save Changes in the bottom right corner to save your email edits.

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Import tab

The Import tab lets you award points retroactively for orders placed before Perkie was installed. See the Importing Historical Orders guide for a full walkthrough of how this works.

The key controls are:

• Period — choose Last 12 Months, Last 24 Months, or All Time
• Preview Import — see a summary of how many orders, customers, and total points would be awarded, without making any changes
• Start Import — begins the actual import process

The import runs in the background in batches of 50 orders at a time. A progress bar shows how far along it is. Only Completed orders are eligible, and orders that have already had points awarded are automatically skipped.