A loyalty programme that only rewards customers silently isn’t doing half its job. The emails Perkie sends are the moments customers feel the programme — a congratulations when they hit a new tier, a nudge when points are about to expire, a birthday treat that arrives right on time. Six email types, all customisable, all working automatically once you’ve set them up.
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What It Is
Perkie includes six automated email templates that fire at key loyalty events. Each one can be toggled on or off, customised with your own subject line and body copy, and sent as a test before you publish. The sending is handled by Perkie’s background cron and event hooks — once you configure an email, it looks after itself.
All email settings live in Tracksies > Perkie > Emails tab.
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Why It Matters
Email is where your loyalty programme gets a personality. A customer who earns points and never hears about it forgets they’re in a programme at all. A customer who gets a warm, well-timed email saying “You’re now a Gold member!” feels like your store noticed. These moments build the emotional connection that keeps customers coming back — and the emails do that work for you automatically.
The Points Expiring Soon email is one of the most powerful — it brings customers back to your store without you lifting a finger. People genuinely don’t want to lose what they’ve earned, and a timely reminder is often all it takes to turn a lapsed customer into an active one.
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The Six Email Types
1. Points Earned
When it sends: After an order is completed and points are awarded to the customer’s account.
A confirmation that points have landed — it’s the “well done, you’ve earned something” moment. Customers see how many points they earned from this order and their new running total. A great email to pair with a gentle nudge toward their next tier.
2. Points Redeemed
When it sends: When a customer redeems points in the cart or checkout.
Confirms the redemption was successful and delivers the discount coupon code the customer can use. Even though the coupon is applied to the cart automatically, having the code in an email means they have a record of it — especially useful if they step away before completing the purchase.
3. Points Expiring Soon
When it sends: Seven days before a customer’s points are due to expire. Sent via daily cron check.
This is your quiet revenue driver. Customers who haven’t shopped recently get a heads-up that their points have a use-by date — which creates urgency without you having to do anything heavy-handed. The email includes their balance and a link to the shop, making it as easy as possible for them to act.
4. Tier Achieved
When it sends: When a customer reaches a new tier (e.g., moves from Silver to Gold).
A congratulations email that makes the moment feel real. Customers who hit a new tier worked to get there — this email acknowledges that and tells them what their new tier means (multiplier, perks, whatever benefits you’ve set). It’s a motivating moment, and a well-written tier email can meaningfully increase programme engagement.
5. Referral Reward
When it sends: When a customer’s referred friend completes a qualifying purchase and the reward is ready.
Confirms the referral was successful and lets the customer know their reward has arrived. Including the {account_perks_url} placeholder in this email makes it easy for customers to head straight to their account and see the reward waiting.
6. Birthday Reward
When it sends: On the customer’s birthday, based on the date they’ve saved in their account. Sent via daily cron check.
A happy birthday email with the reward details — coupon code, points bonus, or whatever you’ve configured as the birthday reward. Personal, timely, and the kind of thing customers remember. Works best paired with a birthday prompt in the My Account page so customers have a reason to add their date.
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How to Customise the Emails
- Go to Tracksies > Perkie > Emails tab in your WordPress admin.
- Each email type is shown as a card. Use the toggle on each card to turn it on or off without losing your customisations.
- Click Edit on the card for the email you want to customise.
- Update the subject line — keep it personal and specific. “Your points are about to expire” outperforms “Loyalty programme update” every time.
- Write your email body in the TinyMCE editor. You can format text, add links, and use the available placeholders (see below).
- When you’re happy with the content, click Send Test Email to preview how it looks in your inbox before it goes live.
- Click Save Template to publish your changes.
That’s it — the email is live and will fire automatically from that point on.
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Available Placeholders
Use these in your subject line or email body. Perkie replaces them with each customer’s real data when the email is sent.
| Placeholder | What it inserts |
|---|---|
{customer_first_name} | Customer’s first name |
{total_points} | Points earned in this transaction (for Earned email) |
{balance_value} | Customer’s total points balance |
{tier_name} | Customer’s current tier name |
{coupon_code} | The redemption coupon code (for Redeemed email) |
{account_perks_url} | Direct link to the customer’s Perks & Rewards page |
{shop_url} | Your store’s shop page URL |
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Common Questions
What happens if a customer hasn’t added their birthday?
The birthday email simply won’t fire for them — there’s no date to trigger on. The Perks & Rewards page in My Account shows a prompt encouraging customers to add their birthday if they haven’t yet, which helps grow the number of customers who receive it over time.
Can I have different designs for different emails?
Each of the six emails has its own independent template, so yes — you can write entirely different copy, tone, and structure for each one. They all use the same base email styling (from your Brand Hub settings), but the content is completely separate.
What if I want to turn off one email type temporarily?
Use the toggle on the email card in Tracksies > Perkie > Emails tab. Toggling it off pauses sending without affecting your saved template. Toggle it back on whenever you’re ready.
How do I know the test email reflects what customers will actually receive?
The Send Test Email button sends the email to your admin email address using real placeholder values where available, and sample values where not. It’s the best way to check formatting, links, and how the email renders in your inbox before you go live.
Are the emails sent through WordPress or a third-party service?
They’re sent through WordPress’s standard wp_mail() function, which means they’ll use whatever mail setup your hosting has configured — including any SMTP plugin you’ve installed. For best deliverability, a transactional email service (like Postmark, Mailgun, or SendGrid) paired with a WordPress SMTP plugin is recommended.
What if a customer redeems points but closes the browser before checkout — do they still get the Redeemed email?
Yes. The email fires when the redemption happens and the coupon is created — not when the order is completed. That means the customer will have their coupon code in their inbox even if they didn’t finish the purchase, giving them a reason to come back and use it.