How Do I Configure Pointics Settings

How Do I Configure Pointics Settings? #

What are Pointics Settings? #

Settings holds the program-wide options for Pointics. From here, you control whether the loyalty program is active, what you call your points, which order statuses award or revoke points on each connected store, where loyalty information appears on the storefront, how the customer-facing widget looks, which AI service the assistant uses, and what happens to your data when the plugin is deleted.

Why Do You Need It? #

• Give the program your own voice: Call your currency Stars, Credits, Coins, Points, or anything else that fits your brand.
• Control the accounting rules: Decide which order statuses award points and which statuses revoke them.
• Choose where points appear: Hide loyalty information from selected storefront locations without turning off the whole program.
• Use the master kill switch: Quickly disable the loyalty program if something needs to be corrected.
• Choose the AI service: Use the hosted Aisentic service or a WordPress AI provider you connect yourself.

Prerequisites #

• An Administrator account
• No additional setup is required because default settings ship with Pointics
• WooCommerce active if you want the WooCommerce settings section
• Easy Digital Downloads active if you want the EDD settings section

If both WooCommerce and Easy Digital Downloads are active, both sections appear and can be configured independently.

Where to Find It #

Go to Pointics → Settings.

The direct URL is:

/wp-admin/admin.php?page=pointics#/settings

Each settings section has its own address, such as #/settings/general or #/settings/branding. Reloading or bookmarking the page returns you to the same section. If the URL points to a section that is unavailable on the current site, Pointics falls back to General.

Step-by-Step Instructions #

Step 1: Open Settings #

Go to Pointics → Settings.

A navigation rail appears on the left, while the selected settings section appears on the right. General opens by default.

Section	What It Holds	When It Appears
General	Master switch and point labels	Always
WooCommerce	Order status rules and storefront point locations	Only while WooCommerce is active
EDD	EDD order status rules and storefront point locations	Only while Easy Digital Downloads is active
Branding	Storefront widget appearance	Always
AI	Which AI service Pointics uses	Only while the AI feature is enabled
Advanced	Additional widget controls such as white labelling	Always
Data	What happens to Pointics data when the plugin is uninstalled	Always

WooCommerce and EDD keep separate order status rules. If both are active, you configure each host independently.

Step 2: Configure General Settings #

Field	Description	Default
Enable/Disable Loyalty Program	Master on/off switch for the entire loyalty program	On
Points Singular Label	The singular word used for one point	point
Point Plural Label	The plural word used for multiple points	points

When the loyalty program is turned off, the point label fields become inactive because the program itself is not running.

Step 3: Configure WooCommerce #

The WooCommerce section contains two main cards. Both become disabled when the loyalty program is turned off.

Order Status Settings for Points Earning and Redeeming #

Field	Description	Default
Award points on Order Status	WooCommerce order statuses that award points	Processing, Completed
Revoke Points on Order Status	WooCommerce order statuses that remove previously awarded points	Cancelled, Refunded

Both fields support multiple selections. Pointics reads the available statuses from WooCommerce, so registered custom order statuses also appear.

When WooCommerce is inactive, the WooCommerce section is hidden. Saved values are still validated against the standard statuses:

• Pending payment
• Processing
• On hold
• Completed
• Cancelled
• Refunded
• Failed

Show Points on Your Store #

The WooCommerce section also includes seven controls for deciding where loyalty information appears on your storefront. These controls are shared with EDD and are covered in Step 5.

Step 4: Configure Easy Digital Downloads #

The EDD section mirrors the WooCommerce section, but keeps its own payment status rules.

Order Status Settings for Points Earning and Redeeming #

Field	Description	Default
Award points on Order Status	EDD payment statuses that award points	Complete
Revoke Points on Order Status	EDD payment statuses that revoke points	Refunded, Partially Refunded, Revoked

The status list comes from Easy Digital Downloads. If EDD is inactive, the section is hidden and saved values are validated against the standard status list:

• Pending
• Processing
• Complete
• Refunded
• Partially Refunded
• Revoked
• Failed
• Abandoned
• On Hold

Revoked is part of the default revoke list because EDD can move an order to Revoked when access is removed without issuing a refund.

No My Account Page Notice #

Unlike WooCommerce, Easy Digital Downloads does not provide a built-in My Account page for Pointics.

If Pointics cannot find a published page containing the [pointics_account] shortcode or the Account block, the EDD section displays a notice telling you to add one.

Add the shortcode or Account block to any published page and the warning clears automatically.

Step 5: Choose Where Points Appear #

The Show Points on Your Store card contains seven controls. They appear in both the WooCommerce and EDD sections but edit the same shared settings.

Turning a setting off in either section turns it off everywhere.

Field	Description	Default
Shop page	Shows how many points a customer can earn next to products on the shop page	On
Product page	Shows earning information on individual product pages	On
Cart page	Shows points and rewards while the customer views the cart	On
Checkout page	Shows points and rewards during checkout	On
Mini cart popup	Shows points information in the small cart preview	On
My Account page	Shows the customer’s points balance on their account page	On
Order confirmation page	Shows how many points the customer earned after placing an order	On

Turning one option off only hides loyalty information from that location. Other storefront locations continue working normally.

All seven controls become inactive when the loyalty program is turned off.

Step 6: Style the Widget #

Open the Branding section to configure the customer-facing Pointics launcher. A live preview appears beside the controls.

Field	Values	Default
Program name	Free text	Pointic
Icon	Gift, Trophy, Discount, Diamond, Celebration	Gift
Primary Color	Eight presets or any custom colour	#8b5cf6
Button text color	White, Dark, or custom colour	#ffffff
Display	Icon and text, Only icon, Only text	Icon and text
Bottom Layout	Bottom right or Bottom left	Bottom right

The available Primary Color presets are Indigo, Violet, Pink, Amber, Emerald, Blue, Red and Teal.

This is the same branding editor used during the setup wizard, so your onboarding choices can be updated here later.

Because logged-out visitors can see the widget, these branding values are intentionally public.

Step 7: Choose Your AI Service #

The AI section appears while the AI feature is enabled.

Field	Description	Default
AI service	Aisentic hosted by Pointics, or WordPress AI using your own connected provider	Aisentic
Provider	The connected provider that answers AI requests	Empty
Model	A supported tool-calling model from the selected provider	Empty

Provider and Model only apply when you select WordPress AI.

When Aisentic is selected, those fields remain hidden because the hosted service chooses them automatically.

Changing the provider clears the selected model because models belong to specific providers.

Provider credentials come from WordPress Connectors. Pointics does not store the provider API key.

Use the Manage connectors link to configure providers. If no provider, key or compatible environment is available, Pointics displays a notice explaining what is missing.

Step 8: Hide Pointics Branding #

Open the Advanced section to access the white-label control.

Field	Description	Default
Hide Pointics Branding	Removes the Powered by Pointics line from the floating widget	Off

This setting requires Pointics Pro with an active licence.

Without an active Pro licence, the control is replaced by an upgrade prompt. If Pro is installed but unlicensed, the value is ignored by the server.

Step 9: Decide What Happens on Uninstall #

Open the Data section.

Field	Description	Default
Delete all data on uninstall	Deletes Pointics tables, options and user metadata when the plugin is removed	Off

When this option is off, uninstalling Pointics keeps your loyalty data so reinstalling can continue from where you left off.

Turning it on displays a warning because deleting the plugin will permanently remove Pointics data and cannot be undone.

Deactivating the plugin remains safe regardless of this setting.

Step 10: Save Your Changes #

The Save Change button appears in the page header above all settings sections.

It remains disabled until you change something.

You can edit settings in several sections and save them all with one click. For example, you can change General settings, move to Branding, make another change, then save both together.

A successful save displays:

Changes saved.

Complete Settings Reference #

Not every Pointics setting is directly editable from this screen. Some are configured by the setup wizard, another screen or through the REST API.

Program Settings #

Setting	Default	Where	Notes
Loyalty program enabled	On	General	Master switch
Points label singular	point	General	Shown to customers
Points label plural	points	General	Shown to customers
Internal points label	Points	Not on screen	Separate from the public labels
Earn ratio	1	Not on screen	Points per currency unit spent
Default earn rate	1	Not on screen	Fallback before rules exist
Default fixed award	0	Not on screen	Fallback for non-monetary actions
Redeem ratio	100	Not on screen	At least 1
Points coupon is exclusive	Off	Not on screen	When off, a points coupon can stack with your own coupons
WooCommerce award statuses	Processing, Completed	WooCommerce	Must be real WooCommerce statuses
WooCommerce revoke statuses	Cancelled, Refunded	WooCommerce	Must be real WooCommerce statuses
EDD award statuses	Complete	EDD	Stored separately from WooCommerce
EDD revoke statuses	Refunded, Partially Refunded, Revoked	EDD	Must be real EDD statuses

Show Points on Your Store #

Setting	Default	Where	Notes
Shop page badge	On	WooCommerce, EDD	Shared setting
Product page badge	On	WooCommerce, EDD	Shared setting
Cart panel	On	WooCommerce, EDD	Shared setting
Checkout panel	On	WooCommerce, EDD	Shared setting
Mini cart popup	On	WooCommerce, EDD	Shared setting
Account balance	On	WooCommerce, EDD	Shared setting
Order confirmation notice	On	WooCommerce, EDD	Shared setting

Expiry and Levels #

Setting	Default	Where	Notes
Expiry mode	Off	Not on screen	Off, rolling or first-in-first-out
Expiry days	365	Not on screen	Minimum 1
Level qualification window	12 months	Not on screen	Minimum 1 month

Owner and Onboarding #

Setting	Default	Where
Owner email	Site administrator email	Setup Wizard
Usage tracking consent	On	Setup Wizard
Onboarding completed	Off until completed or skipped	Setup Wizard

AI Settings #

Setting	Default	Where
AI service	Aisentic	AI
WordPress AI provider	Empty	AI
WordPress AI model	Empty	AI

Aisentic connection details such as endpoint, key, email, registration state and monthly limit belong to the AI connection flow. The Settings screen cannot read or write them.

Storefront and Data #

Setting	Default	Where	Notes
Storefront surfaces enabled	On	Not on screen	Master control above the seven individual storefront toggles
Delete all data on uninstall	Off	Data	The only switch that lets Pointics delete its data

How the Customer Account Page Is Found #

WooCommerce and Easy Digital Downloads resolve the customer loyalty account page differently.

WooCommerce: Uses the WooCommerce My Account page.

Easy Digital Downloads: Searches published pages for the [pointics_account] shortcode or the Pointics Account block.

If both hosts are active, Pointics tries the WooCommerce account page first. EDD is used as a fallback when WooCommerce has no suitable page.

If neither can provide an account page, the customer link falls back to the login screen.

How a Save Is Checked #

flowchart TD
    A[Open Settings] --> B[Current values loaded]
    B --> C[Edit any section]
    C --> D[Save Change]
    D --> E{Every field recognised?}
    E -- no --> F[Rejected: unknown setting]
    E -- yes --> G{Any connection setting?}
    G -- yes --> H[Rejected: read-only]
    G -- no --> I[Each value checked against its own rules]
    I -- out of range --> J[Rejected with the exact rule]
    I -- ok --> K[Saved]
    K -- save failed --> L[Settings could not be saved.]
    K -- ok --> M[Changes saved.]

Validation Rules #

• Saving without any recognized changes is refused with No known settings provided.
• Unknown settings are rejected instead of being stored.
• AI connection settings owned by the connect flow are read only from this screen.
• Values outside their supported list are rejected with the allowed options.
• Values below their minimum are rejected.
• Invalid WooCommerce or EDD statuses are silently removed instead of being stored.
• If saving fails, nothing changes and Pointics displays Settings could not be saved. Please try again.
• The singular and plural point labels must contain at least one character.
• The Save Change button remains disabled while either point label is empty.
• An unrecognized AI service falls back to Aisentic rather than breaking the settings form.

Limitations #

• The Settings screen exposes General, WooCommerce, EDD, Branding, AI, Advanced and Data, but some settings such as expiry mode, expiry days, level qualification window, earn ratio, redeem ratio and the master storefront switch are managed elsewhere.
• The WooCommerce section is hidden when WooCommerce is inactive.
• The EDD section is hidden when Easy Digital Downloads is inactive.
• The AI section is hidden when the AI feature is disabled.
• Hidden integration sections keep their saved settings.
• Hide Pointics Branding requires Pointics Pro with a valid licence.
• A white-label value saved while the licence was active remains stored after licence expiry but is ignored.
• Customer-facing point labels and the internal program label are separate values.
• Branding changes may take up to 5 minutes to reach logged-out visitors because their branding data is cached.
• Settings cannot connect or disconnect the AI provider and cannot store an AI provider API key.
• There is no individual reset button for each setting.

Troubleshooting #

Problem	Solution
No known settings provided.	Nothing was submitted. Change a field and save again.
Unknown settings…	A field is not recognized, often because an add-on was deactivated.
Read-only settings…	Aisentic connection details cannot be edited here. Manage them from the Home screen.
expiry_mode must be one of: off, rolling, fifo.	Use one of the supported expiry modes.
expiry_days must be at least 1.	Expiry requires a value of at least 1 day.
Settings could not be saved. Please try again.	The save failed. Check your hosting environment and retry.
Save Change stays greyed out	No value has changed, or one of the point label fields is empty.
WooCommerce section is missing	WooCommerce is inactive. Activate it and reload the page.
EDD section is missing	Easy Digital Downloads is inactive. Activate it and reload.
AI section is missing	The AI feature is disabled for the site.
Label, status and storefront fields are disabled	The loyalty program is off. Turn the master switch back on.
No page shows the rewards panel yet	Add the [pointics_account] shortcode or Account block to a published page.
A Show Points toggle does not match the other integration section	The settings are shared between WooCommerce and EDD, so both sections edit the same values.
Provider and Model fields are unavailable	Aisentic selects these automatically. Switch to WordPress AI to choose them yourself.
Provider list is empty	No provider is installed or no provider has a configured key in WordPress Connectors.
Model list is empty	The selected provider does not expose a supported tool-calling model.
Hide Pointics Branding shows an upgrade prompt	Pointics Pro with an active licence is required.
A saved order status disappeared	The status is not registered on that store host. Register it first.
Branding changes are not visible to logged-out visitors	Wait up to 5 minutes for the cached branding data to refresh.
Point labels changed in some places but not others	Customer-facing labels and the internal program label are separate settings.
Uninstalling left Pointics data behind	This is the default behavior. Enable Delete all data on uninstall before uninstalling if you want the data removed.

Notes #

• Deactivating Pointics never deletes loyalty data. Data is removed only when the plugin is uninstalled and Delete all data on uninstall is enabled.
• Changing multiple fields across multiple settings sections counts as a single save.
• WooCommerce and EDD use separate award and revoke status lists but share the same seven Show Points on Your Store settings.
• Logged-out visitors can only access a limited set of public loyalty configuration values such as branding, point labels and selected program defaults.
• Your AI provider API key is never included in Pointics public or private payloads.

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Related Articles #

• How Do Points Expire?
• How Do Customers See Their Points?
• How Do I Set Up VIP Levels?
• How Do I Use the Pointics AI Assistant?
• How Do I Activate Pointics Pro?
• How Do I Install and Manage Integrations?