Perkie doesn’t live in isolation — it’s part of the Tracksies ecosystem, and it’s designed to work with WooCommerce and the other Tracksies plugins to give your customers a seamless loyalty experience. Some of these integrations are required, others are optional extras that unlock additional capabilities. Here’s how it all fits together.
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Tracksies HQ (Required)
Tracksies HQ is the foundation. Perkie is an add-on to HQ, and it won’t activate without HQ installed and running on your site.
Here’s what HQ provides that Perkie depends on:
- Customer profiles — HQ maintains the customer records that Perkie builds loyalty data on top of. Points balances, tier status, referral history — all of this is attached to the customer profile that HQ creates and manages.
- Customer sync — HQ’s order sync process populates and updates the customer records that Perkie tracks points for. When a new order comes in, HQ updates the customer’s lifetime value, order count, and tags — and that’s the data Perkie uses to calculate points and evaluate tier thresholds.
- Email notifications — HQ’s email system handles all of Perkie’s outbound notifications: points earned, points expiring, tier achieved, referral rewards, and birthday rewards. You configure and customise these through HQ’s email editor, and they’ll match the look and feel of your other transactional emails.
- Brand Hub styling — HQ’s Brand Hub controls the colours, typography, and visual style of Perkie’s frontend display. The My Account loyalty tab, cart earning badges, checkout redemption interface — all of these inherit your Brand Hub settings so they look consistent with the rest of your store.
- Dashboard widget — HQ’s operations dashboard includes a Perkie data widget showing loyalty programme metrics: total points liability, recent redemptions, and your top referrers. This gives you a quick snapshot without needing to dig into Perkie’s settings.
In short: If HQ is the brain of the operation, Perkie is the loyalty lobe. It can’t function without the rest of the brain connected.
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Trustie Pro (Optional)
Trustie Pro is the product reviews plugin in the Tracksies suite. When it’s active alongside Perkie, two things unlock:
- Photo Review Bonus — Perkie can award bonus points for reviews that include photos. This is configured in the Earning tab under Review Incentives — you’ll see a Photo Review Bonus field that only appears when Trustie Pro is active. The bonus stacks on top of the standard review points, so a customer who writes a review with a photo earns both the base review points and the photo bonus.
- Review Incentives — Customers earn points for leaving product reviews through Trustie Pro’s review system. Points are awarded when the review is approved, not when it’s submitted, so moderation still works as expected.
Without Trustie Pro: Perkie still works with WooCommerce’s built-in review system for standard review points. The only thing you lose is the photo bonus — that feature requires Trustie Pro’s media upload capability, which the default WooCommerce review form doesn’t have.
What happens if you deactivate Trustie Pro later? Photo review bonuses stop being awarded going forward, but any points already earned are unaffected. Existing balances don’t change.
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Squizzie (Optional)
Squizzie is the Tracksies reporting and analytics plugin. When it’s active, Perkie exposes its data as report sources:
- Loyalty metrics — Squizzie can include points issued, redemption rates, tier distribution, and loyalty discount usage in your reports. This lets you see how your programme is performing over time without manually crunching numbers.
- Referral data — Referral programme performance becomes available as a Squizzie data source. You can track how many referrals are converting, which customers are your best advocates, and how much revenue the referral programme is driving.
The integration is passive — if Squizzie is active, the data sources just appear. You don’t need to configure anything on the Perkie side. When you build a report in Squizzie, you’ll see the loyalty and referral data sources listed alongside the other available metrics.
Without Squizzie: Perkie works exactly the same. You just won’t have the detailed reporting and analytics overlay. You can still see individual customer data in their profiles and programme-wide stats in the HQ dashboard widget.
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WooCommerce (Required)
Perkie is built for WooCommerce stores. It hooks deeply into WooCommerce’s order and checkout systems:
- Order lifecycle — Points are earned when orders reach a qualifying status (usually Completed). Perkie listens for WooCommerce order status changes and awards or adjusts points accordingly. If an order is refunded, the points earned on that order are automatically deducted.
- Order totals — Points are calculated from the order total after discounts. Coupons, sale prices, and any other reductions are factored in before the earning calculation runs — customers earn points on what they actually paid, not the pre-discount total.
- Coupon-based redemption — When a customer redeems points at checkout, Perkie generates a WooCommerce coupon behind the scenes and applies it to the order. This means redemption works cleanly with WooCommerce’s existing discount system — no custom pricing hacks, no compatibility headaches with other plugins that interact with order totals.
- Cart and checkout display — Perkie hooks into WooCommerce’s cart and checkout templates to show earning badges (“You’ll earn 240 points with this order”) and the redemption interface where customers can apply their points balance.
- My Account integration — The Perks & Rewards tab is added via WooCommerce’s endpoint system, so it appears naturally alongside the other My Account tabs (Orders, Downloads, Addresses, etc.) and respects your theme’s My Account layout.
- HPOS compatible — Perkie works with WooCommerce’s High-Performance Order Storage. Whether your store uses the traditional post-based order storage or the newer HPOS tables, Perkie queries orders correctly.
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How It All Fits Together
When a customer places an order, here’s what happens across the ecosystem — step by step:
- WooCommerce processes the order. Payment is captured, stock is adjusted, the order enters Processing status.
- HQ updates the customer profile. The customer’s lifetime value, order count, and tags are recalculated based on the new order.
- Perkie calculates and awards points. When the order reaches Completed status, Perkie looks at the order total (after discounts), applies the earning rate and any active multipliers (category, product, or tier-based), and credits the customer’s points balance.
- Tier evaluation runs. If the customer’s new points total crosses a tier threshold, they’re automatically promoted to the next tier. Their earn multiplier and any tier-based perks update immediately.
- HQ sends email notifications. The customer receives an email about points earned. If they also moved up a tier, a separate tier achievement notification goes out. Both emails are styled through HQ’s Brand Hub.
- Squizzie picks up the data. If Squizzie is active, the points transaction and any tier change are available for the next report generation. No manual step required — it happens automatically.
- Review bonus (if applicable). If the customer later leaves a product review through Trustie Pro — especially one with a photo — bonus points are awarded when the review is approved. Those points feed back into the same cycle: balance updates, tier evaluation runs, and the customer is notified.
The whole chain fires automatically. Once you’ve configured Perkie’s earning rates and tiers, the day-to-day operation is hands-off.
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Common Questions
Do I need all these plugins?
No — only Tracksies HQ and WooCommerce are required. Trustie Pro and Squizzie enhance what Perkie can do, but they’re entirely optional. Perkie runs a complete loyalty programme on its own with just HQ and WooCommerce.
What happens if I deactivate Trustie Pro?
Photo review bonuses stop being awarded, but nothing else changes. Existing points balances are untouched, standard review points (via WooCommerce’s built-in reviews) continue to work, and all other Perkie features operate normally.
Does Perkie work without Squizzie?
Yes — Squizzie adds reporting and analytics for your loyalty programme data, but it’s not required for any of Perkie’s core functionality. You can still see customer-level loyalty data in their HQ profiles and programme-wide stats in the dashboard widget.
Can I add Trustie Pro or Squizzie later?
Absolutely. Both integrations activate automatically when the respective plugin is installed. There’s no retroactive setup needed — Squizzie will pick up existing Perkie data for reports, and Trustie Pro will start awarding photo bonuses on new reviews immediately.
Does the order of plugin installation matter?
Not really. The only hard requirement is that Tracksies HQ is active before Perkie. Beyond that, you can install Trustie Pro and Squizzie in any order, at any time. Perkie checks for their presence dynamically — if they’re there, the integration activates; if not, it’s silently skipped.