Overview

What Perkly brought in, and what is waiting on you.

Stores

Store	Platform	Status	Last seen

Your store does the talking. The plugin checks in with Perkly every few minutes and collects anything waiting, so a host that blocks incoming requests changes nothing. If a store stops checking in, the plugin has been switched off or WP-Cron has stalled.

Reviews

Check each one on the platform, then approve to raise that shopper's discount.

Shopper	Platform	Proof	Discount	Submitted

No proof link? Shoppers are asked for one but not forced, so some rows will be blank. Open the platform and look for the review yourself before approving those.

Discounts

Every coupon Perkly has sent to your stores, and whether it landed.

Shopper	Code	Discount	Status	Updated

Sending means the coupon is waiting for your store to collect it, usually a few minutes. A shopper keeps one coupon at a time. Earning more raises it. Once they spend it, the next approval starts a fresh code — your store decides that, since only it can see the orders.

Rewards

What each review is worth, and where to send shoppers.

0% of a 10% cap in use

Where shoppers can review you

Approving reviews

Anything that looks unusual always waits for you, whatever you switch on here. Approve on its own when the shopper pastes a link to their review Approve on its own for shoppers you have approved before Approve everything on its own Only sensible once you trust what is coming in. Flagged ones still wait.

Support email for shoppers Shown on the rewards page, so a shopper who cannot upload anything has somewhere to write.

Hold for (minutes) A window to catch one you disagree with. 0 approves immediately.

Asking for reviews

Email shoppers after they order Without this, a shopper only sees their rewards if they happen to open My Account. Almost nobody does.

Wait this many days Long enough that the parcel has arrived.

Then remind after Only if they did nothing.

Send that one reminder One nudge, then Perkly stops. Nobody is written to twice within three weeks, however many times they order.

Cap the total discount at Nobody earns more than this, however many reviews they leave.

Daily email Tell me when reviews are waiting One note a morning, and only on days something is actually waiting for you.

Other coupons Perkly's coupon is used on its own On: other coupons are removed at checkout, which protects your margin but can surprise shoppers. Off: discounts stack.

Account

Your details, your password, and closing the account.

Your details

Name

Email Changing this sends a confirmation link to the new address. It only moves once you click that.

Password

Current password

New password

Changing it signs you out everywhere else.

Sessions

Signed in on a machine you no longer have? This ends every session, including this one.

Close this account

Your stores, reviews, discounts and orders are deleted with it. This cannot be undone.

Confirm with your password

Merchants

Everyone with an account, and how far they got.

How far they get

signed up → reviewing

Who is on what

New accounts

Busiest merchants

reviews in this period

All merchants

Merchant	Plan	Stores	Reviews	Status

Licence codes

What you have issued, and how much of it came back.

Issued and redeemed

By batch

redeemed of issued

By plan

All codes

Code	Plan	Batch	Redeemed by	Status

Plans

What each plan allows. Changing a limit applies to everyone on it.

Let anyone sign up without a code Off, a licence code is the only way in — which is what you want if Perkly is sold through resellers. On, anyone can sign up and gets a trial.

Plan & billing

What you are on, what else is available, and what you have paid.

Your plan

—

Stores—

Reviews this month—

Plans

Payment history

Invoice	What for	Amount	Status	When

Email templates

The messages Perkly sends on your behalf. Leave one alone and the standard wording is used.

Revenue

Every payment, and who is on what.

Money in

Which plans sell

How they pay

Payments

Invoice	Merchant	Plan	Amount	Status	When

Payment gateways

How merchants pay you. Switch on the ones you have accounts for.

Branding

The name and marks your merchants see. Changes apply everywhere, including emails.

Name

Product name

Support email

Tagline Shown on the sign-in screen.

Marks

paste a URL to an image you host

Logo (for light backgrounds)

Logo for dark backgrounds (optional) The sidebar is dark. Without this, the light logo is used there and may disappear into it.

Favicon

Colour

Main

Buttons and links.

Highlight

Earned discounts, live indicators.

Language & currency

What merchants can choose from, and what a new one starts with.

Languages

Tick the ones merchants may pick. Each person chooses their own on their Account page.

New merchants start in

Currency

Default for new plans Each plan carries its own currency, set in Plans. This is only what a new one starts as.

A gateway can only take the currencies its own account supports. Check that before pricing a plan in something new.

Email settings

How Perkly sends review and discount notices. Only you can see this.

Send through Nothing leaves the server. Messages appear in the worker log so you can read them before going live.

Send a test

Save first, then send one to yourself. This connects to the server for real and reports whatever it says back.

Send to

Set up SPF and DKIM before you switch away from the log. Mail from a domain without them lands in spam, and a sending reputation is far harder to win back than to protect.

Sent mail

The last hundred messages Perkly tried to send.

To	Kind	Status	When

Connect a store

Perkly needs to reach your store to create the discount codes.

Turn reviews into repeat orders

Sign in

Forgot your password

Confirming your address

Choose a new password

One more step

Confirm your email first

Your plan has ended

This account is on hold

Overview

Needs you

Money in

New merchants

How far they get

Orders with a Perkly coupon

Reviews coming in

Which platforms work

Waiting on you

Connect your store

Stores

No stores yet

Reviews

Connect a store first

Nothing waiting

Discounts

Connect a store first

No discounts yet

Rewards

Connect a store first

Where shoppers can review you

Nothing set up yet

Approving reviews

Asking for reviews

Account

Your details

Password

Sessions

Close this account

Merchants

How far they get

Who is on what

New accounts

Busiest merchants

All merchants

Nobody here

Licence codes

Issued and redeemed

By batch

By plan

New codes

All codes

No codes yet

Plans

Plan & billing

Plans

Payment history

Nothing yet

Email templates

Revenue

Money in

Which plans sell

How they pay

Payments

No payments yet

Payment gateways

Branding

Name

Marks

Colour

Language & currency

Languages

Currency

Email settings

SMTP server

Resend

Who it comes from

Send a test

Sent mail

Nothing yet

Connect a store