Perkie is a loyalty points and rewards system for WooCommerce. Customers earn points when they shop, redeem those points for discounts, move up through loyalty tiers as they earn more, and refer friends to earn even more. Think of it like the rewards card at your favourite coffee shop — except it lives right inside your online store, and you’re the one running it.
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Why This Matters
Here’s something that’s easy to miss when you’re busy running a store: your best customers are already there. They’ve already found you, they already trust you, and they already want to come back. The question is whether you make it easy — and rewarding — for them to do so.
Most stores treat every customer the same way. A first-timer gets the same experience as someone who’s spent $2,000 with you over three years. No recognition, no reward, no reason to come back over a competitor who’s offering a discount this week.
Perkie fixes that. It gives your loyal customers a reason to keep choosing you — and a reason to tell their friends. Points accumulate. Tiers unlock. Discounts compound. A customer who feels recognised and rewarded doesn’t need a reason to look elsewhere.
Without a loyalty system:
- Your best customers get exactly the same experience as strangers
- There’s no incentive to come back once someone has what they need
- Word-of-mouth referrals happen by accident, not by design
- Repeat purchases are driven by habit or price — neither of which you control
With Perkie:
- Every purchase builds toward something — points, tiers, perks
- Returning customers feel seen and valued
- Referrals become a real acquisition channel
- Loyalty becomes a competitive advantage you own
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Before You Start
Make sure you have these ready before installing:
- WordPress 6.0 or newer
- PHP 8.0 or newer (PHP is the programming language WordPress runs on — your hosting provider manages this for you. Not sure which version you’re on? You can check at Tools > Site Health > Info > Server in your WordPress dashboard.)
- WooCommerce 8.0 or newer (Perkie is built specifically for WooCommerce stores — it needs WooCommerce installed and active to work)
- Tracksies HQ (optional but recommended): Perkie runs with just WooCommerce, but its customer emails are sent through Tracksies HQ, so without HQ no Perkie email goes out. HQ also adds the Loyalty panel on each customer’s record, with Adjust Points and their points history, and HQ-Based Offers. You can install HQ at any time, and Perkie links customer records when it finds it.
- A valid Perkie licence from tracksies.com — you’ll enter this after activation
- About 15 minutes for setup — most of that is deciding on your earning rate and whether you want to customise the default tiers
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Installing Perkie
Perkie is a premium plugin, so it’s not in the WordPress.org directory. You’ll install it from a ZIP file you download from your Tracksies account.
- Log into your account at the Tracksies website and download the latest Perkie ZIP file
- In your WordPress dashboard, go to Plugins in the left sidebar, then click Add New Plugin at the top of the page
- Click the Upload Plugin button at the top of the page — this tells WordPress you want to install from a file instead of searching the plugin directory
- Click Choose File, find the ZIP file you downloaded, then click Install Now
- Once it finishes installing, click Activate Plugin
- Go to Tracksies > Settings in the left sidebar, click the Licenses tab, and enter your Perkie licence key. This connects Perkie to automatic updates.
You should now see Perkie appear as a submenu item under Tracksies in the left sidebar. That means everything’s working and you’re ready to configure it.
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What Happens After Activation
As soon as Perkie is active, a few things happen automatically — here’s what to expect and why each piece is there.
Four default tiers are created
Perkie sets up four tiers out of the box. These give your loyalty programme structure from day one — customers can see where they sit and what they’re working toward. You can keep the defaults, rename them, adjust the thresholds, or delete them entirely and build your own from scratch. Think of the defaults as a sensible starting point, not a rule.
A “Points & Rewards” tab appears in My Account
Your customers will now see a Points & Rewards tab when they log into their account. This is where they can check their points balance, see their current tier, track their progress toward the next tier, and browse their transaction history. It’s their loyalty dashboard — fully branded to your store.
Earning badges appear on your cart and checkout
Small earning badges show up on the cart and checkout pages so customers know how many points they’re about to earn from their current purchase. This kind of visibility is important — it reminds people mid-purchase that there’s something in it for them beyond just the product. “You’ll earn 240 points with this order” is a nudge that can tip the balance on a hesitant buyer.
Earning badges appear on product pages
Product pages also show an earning badge so customers can see the points value of an item before they add it to their cart. The earlier people know they’re earning, the more it influences their decision to buy.
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Quick Setup Checklist
Once Perkie is active and licensed, work through these seven steps to get your programme running. Everything lives under Tracksies > Perkie in the left sidebar.
Step 1 — Set your earning rate
Go to Tracksies > Perkie in the left sidebar, then click the Earning tab at the top of the page. This is where you decide how many points customers earn per dollar spent. The default is 1 point per dollar, but you can adjust this to whatever makes sense for your margins. With Tiers switched on, customers in higher tiers earn at a multiplied rate automatically.
Step 2 — Configure redemption rules
Click the Redemption tab at the top of the page. This controls how points are converted into rewards. Start by choosing which redemption types to enable — discount coupons, free shipping, and/or free products. Each type has its own toggle so you can offer exactly the reward mix that suits your store. For discount coupons, configure the conversion rate (e.g. 100 points = $1 off), minimum balance to redeem, and maximum discount cap. For free shipping, set a fixed point cost and choose which shipping method it applies to. For free products, configure which products are available for redemption and which are excluded. These rules let you be generous without giving the shop away.
Step 3 — Review or customise your tiers
Tiers start off. Switch Tiers on at Tracksies > Settings > Features, and the Tiers tab appears at the top of the page. The four default tiers are set up and ready to go. Review the point thresholds and see if they match your expected customer spending patterns. If your average customer spends $500 a year, a Silver threshold of $5,000 in points isn’t going to feel achievable — adjust to make tiers feel attainable and worth working toward.
Step 4 — Optionally enable referrals
Referrals start off too. If you want customers to earn for referring friends, switch Referrals on at Tracksies > Settings > Features, then open the Referrals tab and set the reward amount for both the referrer and the new customer. Referrals are optional — skip this tab if you’d rather keep things simple to start.
Step 5 — Customise your currency name and icon
Click the General tab at the top of the page. By default, your loyalty currency is called “points” — but you can rename it to anything that fits your brand. “Stars”, “credits”, “beans”, “tokens”, “gold” — whatever feels right. You can also choose an icon from the FontAwesome library to represent your currency throughout the programme. A custom name and icon make the whole thing feel like yours, not like a generic loyalty plugin.
Step 6 — Set your Perkie colours in Designer
Go to Tracksies > Designer in the left sidebar. The Perkie section lets you set an accent colour for your loyalty programme and individual colours for each of your tiers. These colours are used in tier badges, progress bars, and the My Account rewards page. Matching these to your brand makes the programme feel native to your store.
Step 7 — Import historical orders (if you have existing customers)
Click the Import tab at the top of the page. If you’re adding Perkie to a store that already has order history, you can back-fill points so your existing customers aren’t starting from zero. The importer works through your past orders and awards points based on your current earning rate. This is optional, and you choose how far back it goes: the last 12 months, the last 24 months, or all time. It’s a nice way to make long-standing customers feel immediately valued when you launch the programme.
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Everything That’s Included
Here’s a tour of every major feature in Perkie — each one links to a detailed guide so you can go deeper when you’re ready.
Points Earning
Customers earn points on every qualifying purchase at the rate you configure. You can set a flat earn rate and tier-based multipliers so your higher tiers earn faster. Earning badges on product pages, cart, and checkout keep customers aware of what they’re accumulating.
Points Redemption
At checkout, customers can choose to apply points as a discount. You control the conversion rate, minimum balance to redeem, and the maximum percentage of an order that can be covered with points. Redemption is built into the WooCommerce checkout — no extra steps or separate pages.
Tiers
Tiers give your programme a sense of progression. As customers accumulate points, they move up through your tiers and unlock better perks — higher earn multipliers, loyalty discounts, or anything else you configure at each level. Tiers display on the customer’s My Account page so they can always see where they stand and how far they are from the next level.
Loyalty Discount
Separate from points, Perkie can apply an automatic repeat-purchase discount for returning customers. This discount cascades in priority order — product-level rules beat category-level rules, which beat tier-level rules — so you have precise control over who gets what. It’s a way to reward loyalty even for customers who aren’t thinking about points.
Referrals
Customers can refer friends and earn points when those friends make their first purchase. You set the reward for the referrer and optionally a welcome bonus for the new customer. Every customer’s referral link is unique and tracked automatically — you don’t need to manage any of it manually.
Special Dates
Reward customers on the dates that matter to them: a birthday, an anniversary, a pet’s birthday, or anything else you celebrate. Customers add their dates in My Account, and Perkie sends the reward every year.
Review Incentives
Reward customers for leaving a product review. When a review is approved, Perkie credits their account with a configurable points bonus. This works with Trustie (the review plugin in the Tracksies suite) and can be a great way to build social proof while rewarding engagement. The integration is optional — leave it off if you’re not using Trustie.
Email Notifications
With Tracksies HQ, customers receive emails when they earn points, move up a tier, get a special date reward, or have points about to expire. Each notification can be toggled on or off individually, and all of them use the same email editor as the rest of the Tracksies suite — so they’ll look consistent with your other transactional emails.
Full guide: Email Notifications
My Account Integration
The Points & Rewards tab in My Account is your customer’s loyalty hub. It shows their current points balance, tier badge and tier progress, their full points history, 20 at a time, and their referral link. Everything is readable and clear: no cryptic point codes, no hidden fine print.
Full guide: My Account Integration
Bonus Events
Run store-wide bonus events to boost engagement during key periods — sales, holidays, product launches, or any time you want to give customers a reason to shop now. Create a multiplier event (e.g. 2x points) or a flat bonus (e.g. +500 points per order), set start and end dates, and optionally require a minimum order value. Multiple events can run simultaneously with configurable stacking rules.
HQ-Based Offers
With Tracksies HQ installed, Perkie can send a customer a coupon when HQ tags them, for example when they’re tagged Cooling Off. You choose the tag, the coupon, and how often one customer can receive it.
Squizzie Analytics Integration
If you have Squizzie (the Tracksies reporting plugin) installed, Perkie feeds loyalty data into your reports automatically. See which customers are your most engaged loyalty members, how redemption is affecting average order value, and how referrals are performing as an acquisition channel. The integration is passive — if Squizzie is active, the data just appears.
Full guide: Squizzie Analytics
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Common Questions
Do my existing customers automatically get points for past orders?
Not automatically — but you can back-fill them. The Import tab (under Tracksies > Perkie) lets you award points for historical orders. You choose the last 12 months, the last 24 months, or all time. This is entirely optional.
Can I run a points programme without tiers?
Yes. Tiers are optional. You can run a flat points-and-redemption programme without any tier structure at all. Just leave the Tiers tab at its defaults (or delete all tiers) and the programme will work purely on earn and redeem.
What if a customer returns an order?
Points earned on a returned order are automatically deducted when the refund is processed in WooCommerce, even if they’ve been spent, so a balance can go below zero until the customer earns more. Customers can’t keep points for products they’ve sent back.
Can I give bonus points manually?
Yes. From any customer’s profile in Tracksies HQ, you can manually add or deduct points and leave a note explaining why. Useful for goodwill gestures, fixing sync issues, or running one-off promotions.
Will the earning badges slow my site down?
No. The badges are lightweight and only load on product, cart, and checkout pages. They don’t add anything to page weight on pages where they don’t appear.
Can I rename “points” to something else?
Yes — the General tab lets you set your currency name (singular and plural) and choose an icon from FontAwesome. Your custom name will appear everywhere: product pages, cart, checkout, My Account, and emails.
Does Perkie work with WooCommerce subscriptions?
Each renewal order earns points when it completes, the same as any other order. There’s no separate subscription setting for earning or redeeming. If you run referrals, Subscription Credit on the Referrals tab can pay a referrer’s coupon as a credit on their next renewal.
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If Something Goes Wrong
The Perkie submenu doesn’t appear after activation:
First, confirm that Perkie is activated. Go to Plugins in the left sidebar and check that Tracksies Perkie appears in the list with “Active” status. If it’s active and the submenu still isn’t showing, try deactivating and reactivating Perkie. If you have Tracksies HQ installed, make sure it’s also active — Perkie works without HQ, but if HQ is present it should be active for the integration to work correctly. If that doesn’t help, check Tracksies > Settings > Debug tab for any error messages.
The “Points & Rewards” tab isn’t showing in My Account:
The tab appears for signed-in customers whenever Perkie is active. Confirm that your WooCommerce My Account page is set correctly at WooCommerce > Settings > Advanced > Account page — it needs to be pointing to a valid page with the [woocommerce_my_account] shortcode.
Points aren’t being awarded after an order:
Points are awarded when an order reaches a qualifying status (usually “Completed” by default). If an order is still in “Processing”, points haven’t been credited yet — this is by design. If a completed order hasn’t triggered points, go to Tracksies > Perkie > Earning tab and confirm the earn rate is set (not zero). You can also manually credit the points from the customer’s profile in Tracksies HQ.
The historical import seems stuck or didn’t award points:
The import runs in batches in the background, so on a large store it can take a few minutes. An import that stalls clears itself after 30 minutes, so you can start it again from the Tracksies > Perkie > Import tab. If the problem persists, enable debug logging at Tracksies > Settings > Debug tab, run the import again, and use the Copy for Support button to send logs to our support team.
Redemption isn’t appearing at checkout:
Confirm that the customer has enough points to meet your minimum redemption threshold (set in the Redemption tab). Also check that the redemption feature is enabled in Tracksies > Settings > Features tab. If a customer is below the minimum balance, the redemption option simply won’t appear — this is intentional.
Emails aren’t being received:
This is almost always an SMTP issue rather than a Perkie issue. WordPress’s built-in email sending is unreliable — many emails end up in spam or don’t arrive at all. Install an SMTP plugin (WP Mail SMTP and FluentSMTP are both solid choices), connect it to a dedicated email service (Brevo, Postmark, or Mailgun all have free tiers), and send a test email to confirm delivery. Once SMTP is configured, Perkie’s emails will flow through it automatically.
Something broke after a WordPress or WooCommerce update:
Check whether there’s a Perkie update available — go to Plugins in the left sidebar and look for an update notice. We test against new WordPress and WooCommerce releases and push compatibility updates quickly. If you’re already on the latest version, enable debug logging at Tracksies > Settings > Debug tab, reproduce the issue, then use Copy for Support to send the logs to our team.
Need more help?
Check our FAQ & Troubleshooting guide for more answers, or contact support. Enabling debug logging first and clicking Copy for Support gives us everything we need to help you quickly.
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What’s Next?
Now that Perkie is up and running, explore these guides to get the most out of your loyalty programme:
- Points Earning: earn rates and how points are awarded
- Redemption — discount coupons, free shipping, free products, and checkout integration
- Tiers — creating, customising, and tuning your tier thresholds
- Loyalty Discount — repeat-purchase discounts by product, category, or tier
- Referrals — rewarding customers who bring new customers
- Special Dates: rewards on birthdays, anniversaries and other dates
- Review Incentives — points for approved product reviews (Trustie integration)
- Bonuses & Incentives — signup bonuses, bonus events, HQ-Based Offers, and more
- Email Notifications: keeping customers in the loop about their balance and tiers
- My Account Integration — what customers see in their Points & Rewards tab
- FAQ & Troubleshooting — answers to things people often ask
You’ve got this.