You choose whether every customer is in your rewards programme from the start, or whether they join themselves. You can also set the date the programme starts, and ask customers to agree to your terms first.
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Why It Matters
Automatic enrolment gets the most customers earning straight away. Opt-in means everyone in the programme chose to be there, which some stores prefer. Either way, customers keep the points their orders earn.
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Choosing How Customers Join
- Go to Tracksies > Perkie > General tab.
- Choose an Enrollment Mode:
– Automatic: all customers take part automatically, and points build up on their purchases. This is the default.
– Opt-in: customers join from their My Account page. Points from their order history are there when they join.
- Click Save Changes.
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Setting a Start Date
Program Start Date, on the same tab, sets when the programme begins. Orders placed before this date don’t earn points.
From Perkie 2.1.1 it goes by the date the order was placed. An order placed before the start date doesn’t earn, even if it’s completed after.
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Asking Customers to Agree to Your Terms
Tick Require Agreement under Terms & Conditions and choose a Terms Page. See Programme Terms.
- Automatic mode: members see a banner on their rewards page asking them to accept your terms, with an I Accept button. Until they accept, their purchases still earn points, but they can’t redeem, see reward tiles, get the repeat-purchase discount, refer friends or move up tiers. A Welcome Bonus waits until they accept.
- Opt-in mode: a terms checkbox appears before they join.
If Require Agreement is on with no terms page chosen, the settings screen warns you, because customers would have nothing to accept.
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What Customers See (Opt-in)
A customer who hasn’t joined sees a join screen on their rewards page in My Account, with Join Now.
A customer who left and comes back sees Welcome back! with the points waiting for them, and Join Now to rejoin.
You can also put a join form on any page with the [perkie_signup] shortcode or the Signup block. If you use it for public sign-ups, add a CAPTCHA plugin to keep out spam accounts. See Shortcodes & Blocks.
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Leaving the Programme (Opt-in)
In opt-in mode, members see Leave Program on their rewards page. Perkie asks them to confirm, and tells them their balance will be kept if they rejoin.
After leaving:
- Their balance stays where it is.
- Their orders still earn points, ready for when they rejoin.
- They can’t redeem, use reward tiles, get the repeat-purchase discount, refer friends or move up tiers until they rejoin.
Automatic mode has no Leave Program button.
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Common Questions
Do customers lose points while they’re not enrolled?
No. Points from their orders keep building up. They can spend them once they join or rejoin.
Does the Welcome Bonus pay before someone joins?
It’s held until they join, or until they accept your terms when you require it.
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